*Agenda is subject to change
07:00 AM - 08:00 AM Pomona
Pomona
Breakfast
08:00 AM - 08:15 AM Neptune Ballroom E
Neptune Ballroom E
Call Meeting to Order & Introductions
Amber Woodrome, Accounting Manager, Success NationaLease
08:15 AM - 09:15 AM Neptune Ballroom E
Lease Accounting Update
David Collet and Tim Johnson will provide an update on a variety of accounting topics affecting the industry. Subjects that will be discussed include proposed changes in new lease standards, GAAP lease accounting, lease vs nonlease components, and other accounting pronouncements.
David Collet, CPA, Partner, RubinBrown LLP Tim Johnson, CPA, Manager, RubinBrown LLP
09:15 AM - 10:00 AM Neptune Ballroom E
Effects of the Tax Reform: How Did It Impact You?
From tax rates and deductions, Jim Still will explain the impact of the 2022 tax reform and expected changes to tax law legislation.
Jim Still, Partner, FROVIS
10:00 AM - 10:15 AM Prefunction Area
Prefunction Area
Break
10:15 AM - 11:00 AM Neptune Ballroom E
Analytics for Finance
Microsoft Power BI is a visualization tool that allows you to easily connect to your financial data, analyze and review information, and create reports and dashboards. This session is designed to provide an overview of Power BI and how it can help you and your team turn your existing financial data into something that will better help you both understand and present financial information to your team.
Sharon Weaver, Founder/CEO, Smarter Consulting
11:00 AM - 11:45 AM Neptune Ballroom E
OSHA 2022
This session will prepare you for the recent and upcoming changes with OSHA that can and will impact your organization, including COVID-19 vaccine provisions, OSHA 300 logs, accident reporting, DOT drug and alcohol, recreational and medicinal marijuana and safety audits.
Matthew Burr, Owner, Burr Consulting, LLC
11:45 AM - 12:00 PM Neptune Ballroom E
NationaLease State of the Union
Dean Vicha will discuss the current and future plans and goals for NationaLease, and how changing conditions may impact not just our members, but their customers as well.
Dean Vicha, President, NationaLease
12:00 PM - 01:00 PM Pomona
Lunch
01:00 PM - 01:45 PM Neptune Ballroom E
Insurance Gap Analysis: Are You Really Covered?
Is your current insurance policy sufficient? Are there gaps or overlaps in coverage? Rich reviews lots of insurance policies for leasing companies, so he joins us to share common mistakes and areas where you can save money and minimize risk.
Richard J. Leibfried, ARM, President, RJL Insurance Services
01:45 PM - 03:00 PM Neptune Ballroom E
Best Practices to Improve Your Recruiting Efforts
Hiring is one thing but attracting the right applicants is another. In this session, Alicia will share best practices to improve your recruitment strategy to attract the right applicants for your organization.
Alicia Dickens, Associate Vice Chancellor of Workforce & Economic Development, Metropolitan Community College-Kansas City
03:00 PM - 03:45 PM Neptune Ballroom E
Best Practices Roundtable
Here’s your chance to hear from the real experts—your peers! Bring your questions and ideas for an open discussion on challenges you’re facing and solutions that are working for your company.
03:45 PM - 05:00 PM
Visit to Success NationaLease
Join us for a tour of Success NationaLease's fully renovated facility in Kansas City! Success NationaLease has a state-of-the-art facility complete with 10 bays, fuel island, and wash bay. The new building also has increased lot size for better traffic flow and increased security.
06:00 PM - 08:00 PM The Majestic
The Majestic
Dinner
For over 150 years, Kansas City has been recognized as the cattle capital of the United States. This reputation dates back to the stockyards along the Missouri River as a destination for the cowboys driving cattle up from Texas. Today, The Majestic Restaurant serves the finest dry aged steaks you can find anywhere in the country.
08:00 AM - 09:00 AM Neptune Ballroom E
Electrifying Your Fleet - First Steps
Policy and regulations are signaling that it's time for fleets to start thinking about electrification, especially if they are not already. This session will touch on first steps towards electrification, including but not limited to utility coordination, selecting the right vehicle and charger combination for your operations, and leveraging incentives.
Brianna Lawrence, Vice President, Programs, Gladstein, Neandross & Associates
09:00 AM - 10:00 AM Neptune Ballroom E
Economic Update
Esther L. George, president of the Federal Reserve Bank of Kansas City, will provide her perspective on the economy based on more than four decades of experience at the Federal Reserve. As the regional headquarters of the nation’s central bank, the Kansas City Fed and its branches in Denver, Oklahoma City and Omaha serve the seven states of the Tenth Federal Reserve District: Colorado, Kansas, Nebraska, Oklahoma, Wyoming, northern New Mexico and western Missouri.
Esther George, President and CEO, Federal Reserve Bank of Kansas City
Fraud and Cybercrime
The U.S. Secret Service was created in 1865 to combat counterfeit currency. Today, Secret Service agents work around the world to fight the financial crimes, which are now conducted through cyberspace. These investigations address counterfeit, which still occurs, but it is credit card fraud, wire and bank fraud, computer network breaches, ransomware, and other cyber-enabled financial crimes, that have become the focus of the Secret Service investigations. Special Agents Street and Bryant will share information about cyber investigations, ransomware attacks, point-of-sale (POS) compromises and other forms of cybercrime.
Jake Street, Special Agent, US Secret Service Josh Bryant, Special Agent, US Secret Service
11:00 AM - 11:30 AM Neptune Ballroom E
What’s Happening on “The Hill”?
Find out what TRALA is doing to protect our industry and inform us of pending issues to watch. Elizabeth Hyers, will give updates regarding TRALA’s efforts to remain strong and be a viable voice on “the Hill.”
Elizabeth Hyers, Associate Director of Industry Relation, Truck Renting and Leasing Association (TRALA)
11:30 AM - 12:00 PM Neptune Ballroom E
Member Services Update
Find out what’s happening at the NationaLease home office. Jane Clark provides an update on new programs and services available through NationaLease, as well as an introduction of new members.
Jane Clark, Vice President of Member Services, NationaLease