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


*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



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

David Nitzsche, Sr. VP of Supply Management, NationaLease


10:15AM – 10:30AM



10:30AM – 11:30AM

Best Practices—Round Table


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


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


  • 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



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



3:15PM – 4:45PM

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





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



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)