Financial Officers Meeting

Breakfast

Call Meeting to Order & Introductions

Join us as we officially call the meeting to order and commence introductions. Don't miss this chance to kickstart the event and meet your fellow Financial Officers!

Jennifer Hosea, Vice President of Finance, Miller NationaLease

The Growing Threat of Trucking Litigation

Nuclear verdicts and rising legal costs continue to reshape the trucking industry, creating significant financial and operational challenges for fleets. This session will examine current litigation trends, their impact on risk management and insurance costs, and strategies organizations can implement to better protect their businesses. Join industry experts for an important discussion on navigating today's increasingly complex legal landscape.

Alex Leslie, PhD, Senior Research Associate, American Transportation Research Institute

Strategic Industry Outlook and Competition Update

Stay informed on the latest shifts shaping the competitive landscape in the transportation and fleet management industry. In this session, Joe Gallick will provide a timely update on market trends, competitor strategies, and emerging pressures impacting operators today. Attendees will gain a clearer understanding of where the industry is headed and how to position their organizations to stay competitive, responsive, and resilient in a rapidly evolving marketplace.

Joe Gallick, Senior Vice President of Sales, NationaLease

Break

Title & Registration in Leasing: The Good, The Bad, and The Ugly

Every leased vehicle sits at the intersection of three legal relationships — the lessor owns it, the lessee possesses it, and a lienholder may have a financial interest. Most title and registration rules were never designed for that split, creating operational drag, compliance risk, and real financial exposure for leasing companies.

This session moves through all three angles. The Good explores where states and vendors are closing the gap through electronic titling, cross-state digital clearinghouses, and lease-specific e-titling. The Bad covers what remains broken: fragmented state processes, lost paper titles, and tight timelines around lease-end buyouts. The Ugly is where the risk becomes serious — missed UCC filings, subjective odometer disclosure liability, and state-by-state tax rules with no safe default.

You'll leave with a clear picture of where the industry stands today and four specific, low-lift actions you can take to reduce exposure immediately.

Kevin Shockley, Sales Account Manager, ABS Tag and Title

Navigating Today's Insurance Market

The insurance market continues to evolve, presenting new challenges and opportunities for fleet operators. Join Keith Rosebrock of Williams & Stazzone for an informative update on current insurance market conditions, emerging trends, and the factors influencing premiums and coverage. Attendees will gain valuable insights into today's risk landscape and learn strategies to help their organizations better navigate insurance renewals, manage costs, and make informed decisions in an increasingly complex market.

Keith Rosebrock, Director, Williams & Stazzone

Lunch

Recruiting, Retaining Talent & Managing Rising Benefit Costs

The workforce landscape continues to evolve as recruiting challenges, employee expectations, and rising benefit costs create new pressures for organizations. This session will explore practical strategies for attracting and retaining top talent while managing the financial impact of compensation and benefits.

Attendees will learn approaches for balancing employee needs with business goals, evaluating benefit strategies, improving retention, and identifying opportunities to control costs without sacrificing workforce satisfaction. Join this discussion to gain insights and actionable ideas for navigating today’s competitive labor market.

Kirsten Ellis, HR Consultant, Employers Council

Enrich AI in Action

Artificial intelligence is rapidly transforming the way finance teams analyze data, improve efficiency, and support better decision-making. In this interactive session, attendees will see practical demonstrations of Enrich AI and explore how its capabilities can streamline financial processes, automate routine tasks, and uncover valuable business insights. Join your peers to discover real-world applications, ask questions, and learn how AI can enhance productivity within your organization.

Cheryl Alter, Vice President Client Services, Enrich Software

Break

Unlocking AR Efficiency

Accurate accounts receivable management is essential to maintaining healthy cash flow and financial performance. This session will explore best practices for AR reconciliations, including identifying discrepancies, improving processes, and ensuring timely resolution of outstanding items. Attendees will learn strategies to streamline reconciliation efforts, enhance reporting accuracy, and strengthen collaboration between finance teams and operations. Gain practical insights to improve visibility, reduce risk, and keep your organization’s financials on track.

Vincent Cuozzo, Controller, McMahon Truck Leasing, a NationaLease Member

Best Practices Roundtable

Here’s your chance to hear from the real experts—your peers! Participate in an open discussion where you can bring your questions and ideas, and share the challenges you're facing. Exchange solutions that are working for your company, and learn from the collective experience and insights of your industry colleagues. This interactive session is designed to foster collaboration and uncover practical strategies for success.

Jennifer Hosea, Vice President of Finance, Miller NationaLease

Dinner

Join fellow FOC attendees for a relaxed and enjoyable evening at Virgil's Real BBQ, one of Las Vegas' favorite destinations for authentic Southern-style barbecue. Enjoy great food, great company, and a memorable night on the Las Vegas Strip.

Breakfast

Practical AI for Finance Teams

Discover how artificial intelligence is transforming finance and business operations through a series of live demonstrations designed specifically for financial leaders. This session will showcase practical AI applications that can help streamline workflows, improve reporting, enhance data analysis, and support more informed decision-making. Explore emerging tools, gain insights into real-world use cases, and learn how AI can create efficiencies across your organization.

Tom Fragale, Microsoft Certified Trainer & Corporate Training Consultant, PCWebinars.com

AI Best Practices Roundtable

Artificial intelligence is rapidly transforming financial operations, reporting, forecasting, and decision-making across the transportation industry. This interactive roundtable session will bring financial leaders together to discuss practical applications of AI, emerging tools, implementation strategies, and lessons learned.

John Reed, Chief Information Officer, Aim NationaLease

Break

NationaLease State of the Union

Join Dean Vicha as he delves into the current plans and goals for NationaLease, providing insights into the organization's direction. Explore how changing conditions may impact not just our members, but also their customers. This session offers a comprehensive overview of the strategic initiatives shaping the future of NationaLease and its impact on the broader industry landscape. Don't miss this opportunity to gain valuable insights into the state of our organization and the potential implications for your business.

Dean Vicha, President, NationaLease

Member Services Update

Stay informed about the latest developments at the NationaLease home office. Jane Clark will provide an update on new programs and services available through NationaLease, as well as introduce new members to our community. This session is essential for staying up-to-date with the resources and support available to your organization.

Jane Clark, Senior Vice President of Operations, NationaLease

Lunch

IT Meeting

Call Meeting to Order & Introductions 

Join us as we officially call the meeting to order and commence with introductions. This session is your chance to connect with fellow IT experts and lay the groundwork for a successful event dedicated to advancing technology in the industry.

John Reed, Chief Information Officer, Aim NationaLease

Managing IT Budgets in an Era of Rising Costs

As technology becomes increasingly essential to business operations, IT leaders are facing growing costs while balancing the need to invest in new tools, systems, and security. This session will explore strategies for managing IT budgets effectively, prioritizing investments, controlling expenses, and maximizing the value of technology. Attendees will gain practical insights for navigating rising costs while ensuring IT continues to support business goals and operational needs.

Scott Foster, Global Technology Advisor, C3 Technology Advisors

Nick Matthys, Global Technology Advisor, C3 Technology

AI as the New Front Door: Visibility, Trust, and Decision-Making

AI is quickly becoming part of how businesses research vendors, evaluate partners, summarize information, and make everyday decisions. For finance and IT leaders, this creates a new challenge: understanding not only how to use AI tools, but how AI is changing the way organizations are found, interpreted, and trusted.

In this session, Alex Powers will explore the business side of AI adoption, with a focus on practical use cases across marketing, reporting, customer research, content accuracy, search visibility, and workflow efficiency. This session will connect AI to the decisions finance and IT teams already care about: data quality, process improvement, risk reduction, operational clarity, and competitive positioning.

Attendees will leave with a clearer understanding of how AI is reshaping business visibility and internal decision-making, along with practical ways to begin applying AI more intentionally across their organization.

Alex Powers, SEO, SEM, AI, Web Developer, aPowers Media

Break

Problem-Solving Roundtable

IT leaders will share real-world challenges and the creative solutions they implemented to overcome them. From infrastructure and cybersecurity to software integrations and operational efficiencies, attendees will gain practical insights, fresh ideas, and valuable peer perspectives.

Matt Luchterhand, IT Director, Brown NationaLease

Dinner

Join your fellow IT Meeting attendees for an evening of great food, conversation, and networking at Carmine's Italian Restaurant. Known for its lively atmosphere and generous family-style dining, Carmine's offers the perfect setting to relax and connect with colleagues. Enjoy classic Italian favorites, share insights with peers, and strengthen relationships while experiencing one of Las Vegas' most popular dining destinations.

Breakfast

Leveraging Data-Driven Growth with ZoomInfo

Explore how organizations can leverage ZoomInfo’s tools and capabilities to identify opportunities, improve outreach strategies, enhance prospecting efforts, and support sales and marketing alignment. Attendees will gain practical takeaways for using data more effectively to support growth and strengthen business relationships.

Ashley Barber, Senior IT Program Manager, NationaLease

John Reed, Chief Information Officer, Aim NationaLease

Evaluating & Implementing AI Tools

Artificial intelligence is rapidly reshaping the technology landscape. In this interactive session, attendees will experience live demonstrations of AI tools and technologies that are driving innovation across businesses today. From automation and productivity enhancements to data management and user support, these demos will highlight practical applications that IT teams can evaluate and implement within their own organizations. Come prepared to see what's possible and explore how AI can help solve real-world business challenges.

Tom Fragale, Microsoft Certified Trainer & Corporate Training Consultant, PCWebinars.com

Break

Driving Efficiency Through Maintenance Technology: Best Practices Roundtable

Technology continues to reshape how maintenance operations and service departments function. This session will explore best practices for leveraging shop technology, maintenance software, and front-office systems to improve communication, streamline workflows, increase visibility, and enhance overall operational efficiency.

Dan Holz, IT, Brown NationaLease

Lunch

Cybersecurity Insights and Roundtable

As cyber threats continue to evolve, staying informed and prepared is more important than ever. This session will begin with a presentation covering current cybersecurity trends, emerging risks, and strategies for protecting your organization’s systems, data, and operations. Following the presentation, attendees will participate in an interactive roundtable discussion to share experiences, discuss challenges, and exchange best practices with peers. Gain valuable insights, learn from real-world scenarios, and leave with practical ideas to strengthen your organization's cybersecurity posture.

Andy Figueroa, Senior Director of IT, TCI Leasing/Rentals, a NationaLease Member

Break

Supporting the Shop: IT Essentials for Technician Systems

Technology plays a critical role in keeping today's service operations running efficiently. Join Syed Zaidi from International Motors as he explores the essential IT systems that support technicians in the shop, from diagnostics and service applications to connectivity, security, and system reliability. Learn best practices for ensuring the technology behind the tools keeps pace with the demands of modern fleet maintenance, helping technicians stay productive and minimizing downtime.

Syed Zaidi, Vice President of Digital Solutions, International

Best Practices Roundtable

Join fellow attendees for an engaging, peer-driven discussion focused on sharing ideas, strategies, and proven approaches for success across today’s evolving transportation and fleet environment. This interactive roundtable provides an opportunity to exchange experiences, discuss challenges, and explore practical solutions related to operations, leadership, customer service, technology, and business growth. Participants will leave with actionable insights and valuable perspectives from industry peers.

John Reed, Chief Information Officer, Aim NationaLease