*Agenda is subject to change
05:30 PM - 09:00 PM
Networking Dinner
08:00 AM - 09:00 AM
Breakfast
09:00 AM - 09:10 AM
Welcoming and Introduction
Members are encouraged to share a breakdown of their lease and fleet operations (lease, rental, contract maintenance, etc.), along with key business details such as number of locations, whether the company is family-owned or externally led, dealer-affiliated or an independent leasing operation, and any additional related businesses (warehousing, DCC, etc.).
Kelly Kordowski, Member Services Advocate, NationaLease
09:10 AM - 10:00 AM
Business Outlook / Open Discussion
Members to openly discuss their current business outlook, experiences with their competition and any issues and/or obstacles they may be facing. In many cases, members aren’t alone in their struggles; this session is an opportunity to learn from your peers.
10:00 AM - 10:30 AM
NationaLease Next Gen Member Session
Members will get the opportunity to hear from a longstanding Next Gen participant. Member guest will share his/her experiences with his/her own organization, working with a family-owned business, as well as their best practices for gaining the most out of the Next Gen group.
10:30 AM - 11:00 AM
Shark Tank Competition
Members will share their innovative ideas...to win some cash! If you’ve improved it, fixed it, streamlined it, or saved money doing it... this is your stage. You’re either in or you’re out—either way $100 to compete for the pot with an entry, or $200 to opt out. Top 3 ideas split the pot.
11:00 AM - 11:15 AM
Break
11:15 AM - 12:00 PM
Tarriff Strategies & Tax Planning
Members will discuss the current and emerging tariff considerations impacting the transportation and leasing industry. Members will share strategies for mitigating risk and optimizing operations in the face of changing trade policies. In addition, the discussion will cover key tax implications; including Federal Excise Tax (FET) and other regulatory changes that can influence long-term planning.
12:00 PM - 01:00 PM
Lunch
01:00 PM - 04:00 PM
Breaking Clays, Building Bonds
Members take part in an exhilarating outdoor clay shooting adventure! This session offers members the chance to experience the thrill of breaking clay targets in a safe and scenic environment. Whether you’re a seasoned shooter or a first-time enthusiast, expert instructors will guide you through proper techniques, safety protocols, and tips for hitting your mark.
06:00 PM - 09:00 PM
Group Dinner
08:30 AM - 09:30 AM
09:30 AM - 10:30 AM
Members-Only Closed-Door Discussion
Members will get the opportunity to discuss openly with their peers during this closed-door discussion.
10:30 AM - 10:45 AM
Break / Check-out
10:45 AM - 11:15 AM
Family Business Succession
Members will explore critical strategies for ensuring long-term success in family-owned businesses. Topics include succession planning best practices, tax considerations, and the role of family tax planners, trusts, and real estate law in preserving wealth and continuity.
Additional Member Discussion
Members will continue their discussions on member-submitted topics including:
12:00 PM - 12:00 PM
Departures