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  2. 2024 NationaLease Financial Officers and IT Meeting
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Agenda

*Agenda is subject to change

  • Monday, October 7, 2024

    • 07:00 AM - 08:00 AM

      Palmetto & Carolina

      Breakfast

    • 08:00 AM - 08:15 AM

      Grand Magnolia C

      Financial Officers Meeting

      Call Meeting to Order & Introductions 

      Join us as we officially call the meeting to order and commence introductions. Don't miss this chance to kickstart the event and meet your fellow Financial Officers!

      Cara Swank, Chief Financial Officer, TCI Leasing/Rentals, a NationaLease Member

    • 08:15 AM - 08:45 AM

      Grand Magnolia C

      NationaLease State of the Union 

      Join Dean Vicha as he delves into the current plans and goals for NationaLease, providing insights into the organization's direction. Explore how changing conditions may impact not just our members, but also their customers. This session offers a comprehensive overview of the strategic initiatives shaping the future of NationaLease and its impact on the broader industry landscape. Don't miss this opportunity to gain valuable insights into the state of our organization and the potential implications for your business.

      Dean Vicha, President, NationaLease 

    • 08:45 AM - 09:15 AM

      Grand Magnolia C

      Updates to NationaLease Substitute Insurance Program

      Discover the latest updates with Rich as he explains the recent changes to the NationaLease Reciprocal Service Substitute Vehicle Insurance program and their impact on members. Gain exclusive insights into the current Contingent Liability, Garage, and Physical Damage insurance markets, along with Rich's expert recommendations to ensure your company’s insurance policies provide the coverage you need.

      Richard J. Leibfried, ARM, President, RJL Insurance Services

    • 09:15 AM - 10:00 AM

      Grand Magnolia C

      Navigating the Future of Fuel Taxes and Licensing

      Join David Carver, a highly experienced professional from WEX Inc, as he delves into the anticipated changes in fuel taxes amid the shift in fuel choices. Explore the implications of reduced diesel fuel use, including the potential transition to mileage-based taxes, and stay informed about the latest updates on fuel tax audits with GPS technology. With over 15 years of expertise and his active roles in NATSA and IFTA, David’s insights will be invaluable for navigating the evolving landscape of fuel taxation.

      David Carver, Manager, FuelTax & SecureFuel, WEX

    • 10:00 AM - 10:15 AM

      Grand Magnolia Foyer

      Break

    • 10:15 AM - 11:15 AM

      Grand Magnolia C

      Elevate Your DC Plan for Success

      Unlock the secrets to elevating your DC plan for success with Jennifer Rocci, a top Retirement Plan Counselor at Capital Group. With 20 years of industry expertise and a Chartered Retirement Plans Specialist® designation, Jennifer will provide cutting-edge insights and strategies on recent regulatory changes, ensuring your retirement planning is optimized for maximum impact.

      Jennifer Rocci, Retirement Plan Counselor, Capital Group

    • 11:15 AM - 12:00 PM

      Grand Magnolia C

      Preparing For The Pre-Buy & Maximizing Your Banking Relationships

      Matt Fitzjerrells along with Jerome Fons will be discussing how Wells Fargo is preparing for the upcoming pre-buy and how NationaLease members are maximizing their banking relationships by accessing the full breadth of the bank.

      Matt Fitzjerrells, National Sales Leader, Wells Fargo Equipment Finance

      Jerome Fons, Commercial Vehicle Dealer Finance, Wells Fargo Equipment Finance

    • 12:00 PM - 01:00 PM

      Palmetto & Carolina

      Lunch 

    • 01:00 PM - 01:30 PM

      Grand Magnolia C

      Member Services Update

      Stay informed about the latest developments at the NationaLease home office. Jane Clark will provide an update on new programs and services available through NationaLease, as well as introduce new members to our community. This session is essential for staying up-to-date with the resources and support available to your organization.

      Jane Clark, Senior Vice President of Operations, NationaLease

    • 01:30 PM - 02:15 PM

      Grand Magnolia C

      Unlock the Power of NationaLease Purchasing Programs

      Gain valuable insights into the comprehensive NationaLease purchasing programs available to Maintenance and Purchasing Managers. Discover key components of our program, including the latest purchasing trends and effective rebate strategies to maximize your savings. Learn about often overlooked suppliers who can add significant value to your operations. Plus, gain insights into Purchase Reviews using tailored Spend Reports to drive smarter purchasing decisions.

      Byron Simpson, Member Programs Manager, NationaLease

    • 02:15 PM - 03:15 PM

      Grand Magnolia C

      What’s Happening with CARB and EPA?

      The rules around emission standards continue to change on what seems like a daily basis. Glen Kedzie will share updates on the most recent rulemaking from both CARB and the states that are following California, and the EPA. As we get closer to 2027 deadlines, Glen will give us insight into what we can expect and how we can prepare.

      Glen Kedzie, Environmental Consultant, TRALA

    • 03:15 PM - 03:30 PM

      Grand Magnolia Foyer

      Break

    • 03:30 PM - 04:15 PM

      Grand Magnolia C

      Maximizing Efficiency with Professional Employer Organizations (PEOs)

      Join Andy Juster of Business Administrative Consultants (BAC) for an in-depth exploration of Professional Employer Organizations (PEOs) and their impact on a company's human resource functions. With over 25 years in the PEO business and over 20 years as a licensed health agent, Andy will guide attendees through the advantages and pitfalls of using a PEO. Learn what to look for when selecting a PEO, and how these organizations can provide comprehensive solutions for employee lifecycle management, from pre-hire to payroll and compliance.

      Andy Juster, CEO & License Life and Health Agent, Business Administrative Consultants

    • 04:15 PM - 05:00 PM

      Grand Magnolia C

      Best Practices Roundtable

      Here’s your chance to hear from the real experts—your peers! Participate in an open discussion where you can bring your questions and ideas, and share the challenges you're facing. Exchange solutions that are working for your company, and learn from the collective experience and insights of your industry colleagues. This interactive session is designed to foster collaboration and uncover practical strategies for success.

      Cara Swank, Chief Financial Officer, TCI Leasing/Rentals, a NationaLease Member

    • 06:00 PM - 08:00 PM

      Indaco

      Dinner

      Get ready for an unforgettable evening at the 2024 Financial Officers Meeting in Charleston, SC! This exclusive dinner promises exceptional networking opportunities, delectable cuisine, and a memorable experience!

  • Tuesday, October 8, 2024

    • 07:00 AM - 08:00 AM

      Palmetto & Carolina

      Breakfast

    • 08:00 AM - 09:00 AM

      Grand Magnolia C

      End-to-End Security for Fleet Management: Operational Controls and Best Practices

      Join Derek Saunders, AVP of Security at Geotab, as he explores best practices for organizational security posture including the ability to identify, respond to and recover from security threats and risks. Protecting telematics data requires a comprehensive, proactive approach. Learn how to maintain the integrity of your system and subsystems, each with its distinct set of potential vulnerabilities.

      In this session you will learn:
      -   Overview of the telematics ecosystem
      -   Best practices for telematics cybersecurity
      -   Key questions to ask your telematics provider about security

      Derek Saunders, Associate Vice President of Security, Geotab

    • 09:00 AM - 10:00 AM

      Grand Magnolia C

      "Soft Landing” Continues for U.S. Economy: Lower Inflation and Interest Rates Ahead

      Unlock the future of the U.S. economy with Stuart G. Hoffman, Senior Economic Advisor at The PNC Financial Services Group. Gain exclusive insights on how lower inflation and interest rates will impact your financial strategy and stay ahead with expert analysis from one of the most trusted voices in economics.

      Stuart G. Hoffman, Senior Economic Advisor, The PNC Financial Services Group

    • 10:00 AM - 10:15 AM

      Grand Magnolia Foyer

      Break

    • 10:15 AM - 11:15 AM

      Grand Magnolia C

      Getting Started with AI in Your Business

      In this session, Andy and Cara will cover the importance of having an AI policy, best practices for developing and communicating an internal AI policy, and how to get started with AI tools such as ChatGPT and Co-Pilot. They will also share practical applications as examples of Co-Pilot and ChatGPT.

      Cara Swank, Chief Financial Officer, TCI Leasing/Rentals, a NationaLease Member
      Andy Figueroa, Senior Director of IT, TCI Leasing/Rentals, a NationaLease Member

    • 11:15 AM - 12:00 PM

      Grand Magnolia C

      NationaLease IT Update

      Ashley Barber will provide an update on the IT endeavors of the past year and share some of the exciting plans NationaLease has in place to continue our digital transformation.

      Ashley Barber, Senior IT Program Manager, NationaLease

    • 12:00 PM - 01:00 PM

      Palmetto & Carolina

      Lunch

    • 01:00 PM - 01:15 PM

      Grand Magnolia C

      IT Meeting

      Call Meeting to Order & Introductions

      Join us as we officially call the meeting to order and commence with introductions. This session is your chance to connect with fellow IT experts and lay the groundwork for a successful event dedicated to advancing technology in the industry.

      John Reed, Chief Information Officer, Aim NationaLease

    • 01:15 PM - 02:15 PM

      Grand Magnolia C

      Taking your IT Leadership to the Next Level

      What does a day in the life of YOU look like at work? Do you struggle to complete projects on time? Are there issues that seem to pop up with every deliverable? Does your team respect you and your contributions? Does your boss understand what you are trying to accomplish? Do your stakeholders appreciate the outcomes that you and your team provide?

      It’s very likely that one of these questions resonated with you when you read it. In fact, there is a chance that ALL of them do! We live in a fast-paced world where it’s easy to get so caught up in a routine where every day looks the same.

      There seems to be minimal time allowed for growing, improving, and building connections.

      Imagine a new world where you focus daily on personal growth. A world where you engage effectively with your boss, peers, and subordinates. A world where you go from just “showing up” or “keeping up” to “growing up” and improving.

      Mike Lyles, IT Director, Maxwell Leadership

    • 02:15 PM - 03:15 PM

      Grand Magnolia C

      Navigating Cyber Threats: Lessons from Major Security Breaches

      By the end of this session, you will possess practical knowledge and actionable insights to enhance your cybersecurity practices both personally and professionally. Be prepared to engage in an interactive story, examining a well-known cyber security incident and learning from it. Explore best practices and discover IT tools that can boost productivity while ensuring compliance and security. Join us to fortify your defenses, protect your valuable data, and embrace a secure digital future in transportation and logistics.

      Immerse yourself in an engaging story as we explore one of the largest and most notable cyber security incidents to date. Gain insights into the unraveling of this incident, understanding the factors that led to the compromise and breach of a major business. Discover how the elements involved in this incident interplayed and consider its implications for your own business environment. Take away practical advice and valuable tips.

      Russ Abdrakhmanov, Founding Leader, neKey

    • 03:15 PM - 03:30 PM

      Grand Magnolia Foyer

      Break

    • 03:30 PM - 04:15 PM

      Grand Magnolia C

      Roundtable Discussion: IT Department Structure

      Curious about how other members have designed their IT structures? Interested in the balance between in-house tasks and outsourcing? Want to know who others are outsourcing to and why? In this roundtable discussion, we will explore the journeys that various organizations have taken to develop their current IT structures. Participants will share insights into their decision-making processes, challenges faced, and strategies implemented to achieve their present IT frameworks. This is your opportunity to learn from each other's experiences, discuss best practices, and explore new ideas for optimizing your IT structures and outsourcing strategies.

      John Reed, Chief Information Officer, Aim NationaLease

    • 04:15 PM - 05:00 PM

      Grand Magnolia C

      DMS System Breakouts

      In this session, we will break into user groups around your DMS systems—Enrich, CDK, Procede, Karmak and any others represented in the group, and share best practices and updates on using and working with these systems.

    • 06:00 PM - 08:00 PM

      Virginia's On King

      Dinner

      Prepare for an exceptional evening at the IT Dinner in Charleston, SC, where cutting-edge technology discussions and high-level networking await. This is an exclusive event you won't want to miss!

  • Wednesday, October 9, 2024

    • 07:00 AM - 08:00 AM

      Palmetto & Carolina

      Breakfast

    • 08:00 AM - 08:30 AM

      Grand Magnolia C

      NationaLease State of the Union

      Join Dean Vicha as he delves into the current plans and goals for NationaLease, providing insights into the organization's direction. Explore how changing conditions may impact not just our members, but also their customers. This session offers a comprehensive overview of the strategic initiatives shaping the future of NationaLease and its impact on the broader industry landscape. Don't miss this opportunity to gain valuable insights into the state of our organization and the potential implications for your business.

      Dean Vicha, President, NationaLease

    • 08:30 AM - 09:30 AM

      Grand Magnolia C

      Doomed from the Start: Where Change Management Is Ineffective with Tech Initiatives and What to Do About It

      Most technology initiatives fail, often long before going live. It can feel like the business and technology organizations are like ships passing in the night. Unfortunately, technology teams frequently bear the brunt of these failures. In this session, Ryan will explain some hard truths about why traditional change management is ineffective in ensuring successful technology initiatives. He will also share strategies his firm has employed to ensure that these initiatives have a meaningful impact on the business.

      Ryan Schrieber, Chief Growth Officer, Metafora

    • 09:30 AM - 10:15 AM

      Grand Magnolia C

      Safety from an IT Manager Perspective - Roundtable

      Safety and security go hand in hand and the IT department has to be aware of both. Join the discussion to share what you are doing and hear what others are doing to keep your employees and customers safe.

      Ed Tuso, IT Director, Miller NationaLease

    • 10:15 AM - 10:30 AM

      Grand Magnolia Foyer

      Break

    • 10:30 AM - 11:30 AM

      Grand Magnolia C

      AI Roundtable Discussion

      Join in on this open discussion to share ways you are using or planning to use AI in your operations, and hear from others how they are looking to integrate this powerful tool into their company’s processes.

      John Reed, Chief Information Officer, Aim NationaLease

    • 11:30 AM - 12:00 PM

      Grand Magnolia C

      Member Services Update

      Stay informed about the latest developments at the NationaLease home office. Jane Clark will provide an update on new programs and services available through NationaLease, as well as introduce new members to our community. This session is essential for staying up-to-date with the resources and support available to your organization.

      Jane Clark, Senior Vice President of Operations, NationaLease

    • 12:00 PM - 01:00 PM

      Palmetto & Carolina

      Lunch

    • 01:00 PM - 02:00 PM

      Grand Magnolia C

      Project Management

      Gary will discuss some of the latest trends in the project management profession, how you and your organization should be thinking about positioning for Project Success and how PMI and its global community are aiding organizations and their employees in the area of AI for Project Management.

      Gary Scharf, Global Head of Key Accounts & Market Leader for NA, PMI

    • 02:00 PM - 02:45 PM

      Grand Magnolia C

      Enhancing Application Security and Achieving SOC Compliance

      In this session, we will explore the critical aspects of application security and its vital role in achieving SOC compliance. Attendees will learn about best practices for integrating security into the software development lifecycle, common vulnerabilities to watch for, and how robust application security measures can help meet SOC 2 Trust Service Criteria. We’ll also discuss practical strategies for maintaining a secure and compliant environment in today's rapidly evolving digital landscape.  

      Key Takeaways: 

      -  Understanding the intersection of application security and SOC compliance 

      -  Best practices for securing applications and achieving SOC 2 compliance

      -  Strategies for managing risk and protecting sensitive data

      Govindrajan Mudaliar, CEO, Savitriya Technologies

    • 02:45 PM - 03:00 PM

      Grand Magnolia Foyer

      Break

    • 03:00 PM - 03:45 PM

      Grand Magnolia C

      Data / File Management / Retention

      In today’s overwhelming world of data, how do you manage it, retain it, and make it available in useful ways to the end users?  Attendees will learn about best practices for managing and retaining data. We’ll also discuss how you can help end users understand and use the available data retention strategies.

      Govindrajan Mudaliar, CEO, Savitriya Technologies

    • 03:45 PM - 05:00 PM

      Grand Magnolia C

      Best Practice Roundtable

      Here’s your chance to hear from the real experts—your peers! Participate in an open discussion where you can bring your questions and ideas, and share the challenges you're facing. Exchange solutions that are working for your company, and learn from the collective experience and insights of your industry colleagues. This interactive session is designed to foster collaboration and uncover practical strategies for success.

      John Reed, Chief Information Officer, Aim NationaLease