• NationaLease Financial Officers Meeting
  • NationaLease Financial Officers Meeting
  • NationaLease Financial Officers Meeting
  • NationaLease Financial Officers Meeting

Agenda

*Agenda is subject to change.

Sunday, September 29, 2013

   

11:00AM – 6:00PM

Enrich User’s Meeting
Please visit the Enrich Meeting Website to register

   

6:30PM

Offsite Dinner

Monday, September 30, 2013

   

8:00AM – 8:15AM

Call Meeting to Order & Introductions
Chris Baer, CFO, Hogan Truck Leasing, Inc., a NationaLease Member

   

8:15AM – 9:15AM

Healthcare Reform
Jeff Rosset and Charmaine Hollaway, Midwest HR

   

9:15AM – 10:15AM

Rebates
David Nitzsche, Sr. VP of Supply Management, NationaLease

   

10:15AM – 10:30AM

Break

                                                   
 

10:30AM – 11:30AM

Best Practices—Round Table

Financing/Treasury:

  • Interest rate caps
  • Loan covenants
  • Financing options
  • Financing strategies in a rising interest rate environment – fixed rates vs. variable rates, hedging strategies, etc.

Reporting:

  • Most important management reports to improve profitability
  • Key performance indicators used by executive management

Operations:

  • Daily rental trip reports
  • Timekeeping systems
  • Processes for accumulating mileage and hour information from Customers

Risk Management/Legal:

  • Extended warranties
  • Wellness programs
  • Credit check process
  • Affordable Care Act
  • Driver Shortage
   

11:30AM – 12:00PM

Corcentric Overview
Rob DeVincent, VP of Product Marketing, Corcentric

   

12:00PM – 1:00PM

Lunch

   

1:00PM – 1:45PM

Commercial Insurance
Chris Patrick, Senior VP, Transportation Group, Cottingham & Butler

   

1:45PM – 2:15PM

Commercial Insurance Round Table

   

2:15PM – 3:00PM

National Accounts Update
Jeff Spence, VP of National Accounts, NationaLease

   

3:00PM – 3:15PM

Break

   

3:15PM – 4:45PM

The Three Ways Employers Misclassify Workers – and How Your Company Can Get It Right
Neil Dishman, Partner, Jackson Lewis LLP

   

6:30PM

Dinner

   

Tuesday, October 1, 2013

   

8:00AM – 9:00AM

Economic Update – Part 1
Dan North, Chief Economist, Euler Hermes ACI

   

9:00AM – 9:30AM

Debt Capital Markets
Pete Thursby, Wells Fargo

   

9:30AM – 10:00AM

Interest Rate Market Trends
Cameron Dayne, Wells Fargo

   

10:00AM – 10:15AM

Break

   

10:15AM – 11:15AM

FASB Update
Tom James, President & CEO, TRALA

   

11:15AM – 11:45AM

Planning for Next Financial Officers Meeting

   

11:45AM – 1:00PM

Lunch (box lunch available)

   

1:00PM – 3:00PM

Tour of Home Office (Optional)