Breakfast

Call Meeting to Order – Introductions
Lucy Boujaklian, Chief Financial Officer, Suppose-U-Drive Truck Rental Services, a NationaLease Member

President’s Address
Dean Vicha, President, NationaLease

The U.S. Small Business Administration – What Can They Do for You?
The SBA has a number of programs available to small businesses. Ralph will help us make sure we are taking advantage of these, as well as many other federal programs. SBA loans and lines of credit programs and free consulting services are just the beginning of what the SBA can do for you.
Ralph Ross, District Director, SBA Kentucky

New Accounting Regulations
FASB, Revenue Recognition, and new tax laws are just a few of the changes to laws and regulations that you need to be aware of. Ted and Greg will share their expertise in these areas and help prepare you to effectively address the changes.
Ted Guy, Executive Director, EY & Greg Greenwood, Tax Partner, EY

Break

Economic Update
Is your business ready for the coming economic changes? Dan North will comment on the economic obstacles and opportunities that businesses will face this year and into the future, and how to prepare for them.
Dan North, Economist, Euler Hermes

Lunch

Recruiting: How to Attract and Retain Top Talent
It’s no secret that it is difficult to hire the best employees in today’s job market. Hear from the experts how to build an effective recruiting plan and where to find your next star employee.
Michael Henniger & Jeremy Coker, Permanent Placement Consultants, Experis

Employment Law Updates
The changes to the department of labor regulations that go into effect on December 1, 2016, will likely impact every business. Find out what you can do to prepare for these changes as well as other issues on the horizon.
Neil Dishman, Partner, Jackson Lewis

Break

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

• When putting a new truck into service for a customer, how do you find out ahead of time if that customer is suspended in the state and not able to get permits?
• Is anyone doing anything new to try to curb health insurance expenses?
• How are people accounting for OBCs and ELDs? Are they being expensed when purchased or depreciated? If depreciated, are they part of the capital cost of the truck or are they being treated as an asset separate from the truck?
• How do you handle receivable payments via ACH debiting? Do you have an automated process to set up the weekly or monthly debits from customers’ bank accounts? How do you notify your customers; do you upload amounts to your on-line banking system?
• Do you use factoring companies? What are the pros and cons?
• My accounts payable person reports that using the rebate credit against invoices is very difficult this year. Is anyone else having this difficulty?
• How do NationaLease members pay their salespeople? Base salary only, base plus commission, commission only, etc.?

Moderated by: Lucy Boujaklian, Chief Financial Officer, Suppose-U-Drive Truck Rental Services, a NationaLease Member

Offsite Dinner

Breakfast

ACA, PEOs, and Your Business
With the changes brought about by the ACA, many businesses are looking for ways to reduce costs. Steve joins us to share an option that is proving to be very beneficial to many companies.
Steve Burger, Regional Sales Executive, ADP

NationaLease Fleet 20/20^TM & Centralized Billing Update
NationaLease’s new technology offering is up and running.  Get an update on the new platforms that are being used b9:30 AM – 9:45 AMy our National Account customers, and which are now available for our members to use for their local customers.
Joe Puff, Vice President of Truck Technology & Maintenance, NationaLease & Jane Clark, Vice President of Member Services, NationaLease

Break

Risk Management: Internal Controls, Fraud Prevention, and Cybersecurity
Today’s businesses face threats from many directions. A team from Dean Dorton will address several ways to manage and avoid these risks.
Jim Tencza, Director of Assurance Services, Dean Dorton; Nick Lynch, Associate Director of Forensic Accounting and Litigation Support Services, Dean Dorton; & Jason Miller, Director of Business and Technology Consulting, Dean Dorton

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

Planning for the Next Financial Officers Meeting

Lunch (box lunch available)

Schedule flights to leave