Please note: All sessions are business casual and times are approximate and subject to change.
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| 11:00AM – 6:00PM |
Enrich User’s Group Meeting
Please view the agenda and confirm your attendance. Here is the link
http://richer.ca/index.php/media-a-events/user-conferences |
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| 6:30PM |
Dinner |
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| 7:00 AM – 8:00 AM |
Breakfast |
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| 8:00AM – 8:15AM |
Call Meeting to Order/Introductions
Roger Black, Stoops NationaLease, Meeting Chairman |
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| 8:15AM – 9:15AM |
Update on Leasing Accounting
Steve Hays will provide an update on a variety of accounting topics affecting the industry. Subjects that will be discussed include proposed changes in GAAP lease accounting, anticipated effective
dates, and other accounting pronouncements.
Steve Hays, Partner, RubinBrown LLP |
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| 9:15AM – 10:15AM |
10 Myths of Employment Law Debunked
Neil Dishman, Partner, Jackson Lewis LLP |
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| 10:15AM – 10:30AM |
Break |
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| 10:30AM – 12:00PM |
Tax Update
Shaun Blogg and Cheryl Rawson, Marcum, LLP |
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| 12:00PM – 1:00PM |
Lunch |
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| 1:00PM – 2:00PM |
Insurance Issues
Pete Mattox will discuss claims trends he is seeing in frequency and the severity for some major insurance lines for garage and lease and rental operations. This will include discussion about some of the major causes of claims.
Pete Mattox, Harco National Insurance Company |
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| 2:00PM – 3:00PM |
ESOPs as an Alternative
Larry Kaplan will discuss ESOPs (Employee Stock Ownership Plans) and how they can be used by owners of truck leasing companies to generate personal liquidity, help in the transfer of intergenerational
ownership, create a tax efficient operating entity, and increase employee morale and dedication. A number of truck leasing companies have successfully sold portions of their businesses to ESOPs and the transactions have worked out very
successfully. This session will look at what made these transactions work.
Larry Kaplan, Corporate Solutions Group, LLC |
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| 3:00PM – 3:15PM |
Break |
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| 3:15PM – 4:15PM |
Disaster Preparedness
Vince Sechrest, SSE |
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| 4:15PM – 5:00PM |
AmeriQuest Financial Services
Jim Guice, Executive Vice President, AmeriQuest Transportation Services
Neal Weeks, Vice President of Syndication & Operations, AmeriQuest Transportation Services |
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| 6:30PM |
Dinner |
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| 7:15AM – 8:15AM |
Breakfast |
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| 8:15AM – 9:45AM |
Economic Update
How can you plan your course when the road ahead seems so unpredictable? Recovery or recession, deflation or inflation, unemployment and rising payroll cost – what does the future hold for the economy? The way
companies react to the “new normal” may determine if they emerge as winners in this unpredictable financial cycle. Please join us for an informative and thought-provoking presentation that will offer trends and insights to help you chart
your course for the near- and long-term.
John B. Jung, Jr., Senior Managing Director, BB&T Capital Markets |
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| 9:45AM – 10:00AM |
Break |
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| 10:00AM –10:15AM |
NationaLease Update
Jane Clark, Vice President of Member Services, NationaLease |
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| 10:15AM – 11:30AM |
Best Practices—Round Table |
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| 11:30AM – 11:45AM |
Planning for Next Financial Officers Meeting |
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| 11:45AM – 1:00PM |
Box Lunch is Available |
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| 2:00PM |
Schedule flights to leave |