• Financial Officers Meeting


*Agenda is subject to change.

Sunday, October 18, 2015
7:30AM – 5:00PM

Enrich User’s Group Meeting


Dinner (Offsite)

Monday, October 19, 2015
7:00AM – 8:00AM


8:00AM – 8:15AM

Call Meeting to Order & Introductions
Rick Fox, Vice President of Finance, Aim NationaLease

8:15AM – 9:00AM

Blueprints for Tomorrow
Nate Sachs’ breakthrough “Blueprints for Tomorrow” program is a series of blueprints that helps business owners deal with the “what ifs” that keep them awake at night: What if I don’t want to do this anymore? What if something happens to me? What if I don’t attract, maximize, and retain key people? What if I don’t continue to grow my business? NationaLease members will learn how to protect what you’ve worked so hard to create.
Nate Sachs, Founder and Owner, Blueprints for Tomorrow

9:00AM – 10:00AM

Are You Covered?
Our world of full service truck leasing involves many moving pieces and unique coverages. There are few insurance carriers that specialize in this industry and few brokers that truly understand the exposures. Over the past two years, Danny has reviewed numerous NationaLease members’ policies and found some alarming gaps in coverage. What gaps in coverage may be lurking between the pages of your insurance policies?
Danny Badovinac, Sales Executive & Business Analyst, Cottingham & Butler

10:00AM – 10:15AM


10:15AM – 11:00AM

Social Media Marketing for Business
Why is social media important? How can presence on social media benefit your business? Joselle Galis will help you to answer these questions and review the most relevant social channels and consumer review sites for our industry.
Joselle Galis, NYC Group Director, Strategy, Media Brand Publishing

11:00AM – 12:00PM

401K Plans
What are you reflecting on? Compliance issues? Employee retention? Meeting the retirement needs of owners and employees? Steve Toomey will discuss strategy & design, fiduciary responsibility, regulatory compliance, and other relevant topics to your 401K plans.
Steve Toomey, Partner, BKD

12:00PM – 1:00PM


1:00 PM – 1:45PM

NationaLease Fleet 20/20TM     
With the NationaLease Fleet 20/20TM project well underway, hear an update on the program and its benefits to your customers. Derek will answer your questions about implementation and will share how others are using the platform not only for their National Accounts, but for their local customers as well.
Derek Messulam, Vice President Managed Care, Decisiv

1:45PM – 2:15PM

NationaLease 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 to new members.
Jane Clark, Vice President of Member Services, NationaLease

2:15PM – 3:15PM

Issues in HR
With employment laws ever-changing, it’s important that members stay on top of the latest regulations and understand their responsibility as an employer. Jeffrey will update our members on recent changes to the laws and help you minimize your liability.
Jeffrey Toppel, Attorney at Law, Jackson Lewis

3:15PM – 3:30PM


3:30PM – 5:00PM

Best Practices Round Table
Some of the topics to be discussed include:

  • Wire fraud
  • Tolls – how are you collecting unpaid tolls and fines, especially on rental units?
  • Fuel Taxes – how do you handle quarterly tax bills? No billback, selected customers get billed back, or over certain dollar amount, etc.? How do you handle penalties and credits for penalties?
  • ELDs –what is everyone actively using in regard to rental trucks for driver’s logs? And are they capturing and downloading information for IRP and IFTA reports?
  • IRP and IFTA – do you have different accounts for every lease customer or are they combined under one account and included with rental units?
  • CPM reports – what is the integrity of the data from Enrich? How are you using these reports and are you finding data integrity issues?
  • Month end close – what are the expectations of how long it will take? Any tips on making a quicker close? What is the structure of your administrative/accounting team?
  • Data tracking within Enrich/BOA – Custom fields – date related
  • Tracking days from unit arrival to unit in service
  • Credit decision data tracking – override tracking, turnaround time on approve/decline decisions
  • Credit review/decision process – credit limit assignment
  • Insurance COI – best practices for compliance, tracking expirations, etc.
  • Rental metrics – Utilization – using BOA?--RPU, etc.
  • Inventory Variance Tracking – fuel, parts, and other inventory
  • Does anyone have a mentoring program for new hires?
  • What CRM programs do affiliates use for their sales force? (i.e. Salesforce, Sugar, Zoho?)
  • Does any affiliate finance lease trucks and then do a maintenance lease? If so, do they have a sample finance lease? Also, if they have a borrowing base with their bank, how do they get credit for the equipment they finance lease since not recorded as assets on the affiliates books?

Rick Fox, Vice President of Finance, Aim NationaLease


Offsite Dinner

Tuesday, October 20, 2015
7:00AM – 8:00AM


8:00AM – 9:00AM

Fuel Tax Reporting/ELD Mandate        
Joel Jorgenson will provide members with information you need to know about the Electronic Logging Device Rule. Attendees will learn what the rule means for you and how to be in compliance. You will also learn how this relates to fuel tax reporting and about compliance issues specific to the renting and leasing industry.
Joel Jorgenson, Peoplenet

9:00AM – 9:30AM

Dispute Process
The dispute process is key to accurate and timely billing. To help you better understand how this process works, Jeff will give a brief overview and answer your questions.
Jeff Grygiel, Vice President of Credit, NationaLease

9:30AM – 11:30AM

Tour of Aim’s Phoenix Facility
It’s always valuable to see how another member runs their operation. With the proximity of the Aim’s Phoenix facility, we have the opportunity to tour their shop and gain a different perspective on standard shop functions.

11:30AM – 11:45AM

Planning for the Next Financial Officers Meeting

11:45AM – 1:00PM

Lunch (box lunch available)


Schedule flights to leave