• Financial Officers Meeting


*Agenda is subject to change.

Sunday, October 19, 2014
7:30AM – 5:00PM

Enrich User’s Group Meeting
Click here to register


Dinner (Offsite)

Monday, October 20, 2014
7:00AM – 8:00AM


8:00AM – 8:15AM

Call Meeting to Order & Introductions
Donna Blanc, CFO, Hub Truck NationaLease

8:15AM – 9:00AM

IRP-FRP January 2015
Join Tom James as he reviews the upcoming changes to the International Registration Plan (IRP). He will discuss what TRALA has done to support the plan what it means for the membership.
Tom James, President & CEO, TRALA

9:00AM – 10:00AM

Insurance Captives
Chris Patrick will answer members’ questions regarding how insurance captives work and if they are right for your company.
Chris Patrick, Senior Vice President, Cottingham & Butler

10:00AM – 10:15AM


10:15AM – 11:45AM

FASB Update/“Repair Regs”
Mathew Abraham, Senior Manager Tax Services, Grant Thornton LLP
Alex Rhodes, Senior Manager, Grant Thornton LLP

11:45AM – 12:45PM


12:45PM – 1:45PM

Current Trends in Cybercrime
Secret Service agent Robert Villanueva shares the latest trends in cybercrime from his experience working for the Miami Electronic Crimes Task Force. He will review computer crimes, hacking cases, identify theft, and much more.
Robert Villanueva, U.S. Secret Service

1:45PM – 2:30PM

Member Services 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

2:30PM – 3:30PM

President’s Message
Hear from Dean Vicha a review on the latest initiatives concerning technology, insurance, and capital equipment.
Dean Vicha, President, NationaLease

3:30PM – 3:45PM


3:45PM – 5:00PM

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

  • Fuel tax reporting
  • ELDs
  • Get-ready costs for selling used trucks
  • Replacement utilization % for replacing new technology trucks that can’t be kept on the road
  • Time required for in-servicing new trucks
  • Regen issues and expense
  • Violation management – tickets and tolls
  • Pre-pass

Dinner (Offsite)

Tuesday, October 21, 2014
7:00AM – 8:00AM


8:00AM – 9:00AM

Economic Update
NationaLease members will receive an informative economic presentation that will offer trends and insights to help you plan your near and long-term future.
Mike Skordeles, Senior Vice President, Investment Advisory Group, SunTrust Banks, Inc.

9:00AM – 10:00AM

Employee Assistance Program
Aoifa O’Donnell, CEO, National Employee Assistance Providers

10:00AM – 10:15AM


10:15AM – 11:15AM

Private Healthcare Exchanges
Phillip Saussy, SVP – Benefits Practice Leader, J. Smith Lanier & Co.

11:15AM – 11:45AM

Planning for the 2015 Financial Officers Meeting

11:45AM – 1:00PM

Box Lunch Available


Scheduled flights to leave