2018 Financial / HR Symposium

Apr 25, 2018 04:00pm -
Apr 27, 2018 12:00pm

Event Description

Learn from industry experts on both the finance and HR side about the most pressing topics impacting equipment distributors. Bring back tools and solutions to the issues that are affecting your dealership. In addition to hearing new ideas, learning about best practices, and receiving regulatory and legal updates, attendees will have several opportunities to brainstorm and network with like-minded dealership professionals.

The Financial/HR Symposium is an ideal event for all finance and HR professionals, whether new or seasoned.

CPE and SHRM Credits




12 CPE credits will be available for this conference.
Continuing Education credits sponsored by K•Coe Isom , LLC through
K·Coe Isom University * 3030 Cortland * Salina, KS  67402 * United States * (785) 825-1561 * * NASBA ID: 136594

K·Coe Isom University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
                                               AED is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or  SHRM-SCPSM. This program is valid for 10.25 PDCs for the SHRM-  CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.

Who Should Attend?

Is your job title listed below? If yes, register today!

  • Finance Managers
  • Directors of Finance
  • CFOs
  • Vice Presidents of Finance
  • Directors of Accounting
  • Directors of Finance
  • Controllers
  • Account Leaders
  • E-Commerce Managers
  • HR Generalists
  • HR Directors/Managers
  • Technical Recruiters
  • Training Managers
  • Education Coordinators


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Sponsored by:


Conference Notebooks​

Sponsored by:



Wednesday, April 25
Time Session Title Location
9:30 am - 1:30 pm Wine Tour - Optional Activity Departs from Main Entrance
6:00 pm - 7:30 pm

Welcome Reception

Sponsored by:

Pool Patio
Thursday, April 26
Time Session Title & Speaker Session Title & Speaker
7:45 am - 8:45 am Registration
Located in Carneros/Mount Veeder
7:45 am - 8:45 am Breakfast
Located in Howell Mountain
8:45 am - 9:00 am Welcome & Announcements
Located in the Napa Valley Ballroom

9:00 am - 10:15 am


Cowboys & Sheepherders: Two Approaches to Leadership
Kevin Burgess

Located in Carneros/Mount Veeder

Every kid wants to be a cowboy. Shepherds are not nearly as glamorous. However, the two groups represent two distinct approaches to leading that produce radically different outcomes. This training session will get participants to reflect and rethink their approach to leadership.

Sponsored by:

10:15 am - 10:30 am BREAK
Located in the Napa Valley Ballroom Foyer

10:30 am - 11:30 am








Best Practices in Dealer Finance
Panelists: Steve Seminack, Modern Group
Panelists: Steve Seminack, Modern Group; Josh Ricart, MECO Miami; Shawn Beyer, Vermeer MidSouth
Moderator: Jason Black

Located in Carneros/Mount Veeder

The finance office has a lot of responsibilities for one department. You have to ensure compliance, stay knowledgeable about bank and finance company programs, maintain good relationships with those finance sources, and run the day-to-day financial operations of the business, among other things. That’s quite a workload, and it’s essential to develop good processes and procedures to accomplish those objectives. Hear from our panelists to find out what best practices they recommend to get the job done.

Science Fiction vs. Reality - Talent Management Trends for 2018
Sean Pomeroy

Located in Stag's Leap

With so many blogs, whitepapers, emails, press releases and industry communication, how can you tell what are new, emerging talent management trends and not just marketing buzz?  Attend this session to get a recap of the top trends, which are meaningful and important to include in your roadmap, and which are just white noise.




11:30 am - 12:30 pm










The Art, Secret and Benefits of a Quick Close
Rex Collins
Located in Carneros/Mount Veeder

This session will discuss how equipment dealerships are able to generate an accurate monthly financial statement by the 5th business day of the following month.  In addition to discussing concrete steps to achieve this, participants will focus on the benefits that dealers who operate under a system that requires timely reporting realize, including:

  • Benefits to the dealer
  • Benefits to the management team
  • Benefits to the employees
  • Benefits relating to cash management
  • Benefits relating to lender relationships
  • Benefits to a dealer’s bottom line performance

Collaborating with Competitors: Growing Talent Pools to Meet Workforce Challenges
Panelists: Polly Van Valkenburg, Linder Co.; Patty Dooley, HOLT CAT; Joanna Verastegui, Sonsray Machinery; Sheryl Perko, Power Motive Corp.

Moderator: Phil Riggs
Located in Stag's Leap

With today’s workforce challenges, the key to finding talent in the future may very well require dealers to collaborate with others. Hear from our panelists on how they have worked with other dealers and organizations to grow their talent pool to address the workforce shortage together.



12:30 pm - 1:15 pm

Located at the Pool Patio

Sponsored by:

1:15 pm - 2:15 pm











Equipment Financing Trends: Usage- and Service-Based Models
Theo Rennenberg
Located in Carneros/Mount Veeder

Manufacturers and dealers are consistently faced with customer demands to continually increase operational efficiencies, reduce margin and the need for equipment to be “always on.”

Increased collaboration between manufacturers, dealers, distributors and resellers is leading to usage-based and managed services business models to meet these demands and unlock new revenue opportunities and partnerships.

During this session, attendees will gain an understanding of new equipment financing trends and outlook, and learn ways equipment financing can maximize investment in equipment and add value to their business model. They’ll also get pragmatic use cases of results and usage-based financing models.

Roundtable Collaboration
Located in Stag's Leap

Join fellow HR professionals to discuss hot topics, issues, industry trends, and developments affecting human resources during this structured networking hour.














2:15 pm - 3:15 pm









Roundtable Collaboration
Located in Stag's Leap

Join fellow finance professionals to discuss hot topics, issues, industry trends, and developments affecting human resources during this structured networking hour.









Worksite Wellness: How Healthy Employees Make for Healthy Businesses
Dr. Michael Moses

Located in Carneros/Mount Veeder

It can be hard to adopt and maintain a healthy lifestyle when you’re a busy dealership professional. But what are the consequences if you don’t? This session will cover easy ways to incorporate balanced nutrition and mental focus into your workday, so that you can stay on top of your game and maintain peak performance. It will also give you tips on how to promote employee health and well-being in the workplace, which can lower absenteeism, increase job satisfaction and productivity, and contribute to higher employee retention and lower health care costs.

3:15 pm - 3:30 pm BREAK

3:30 pm - 4:30 pm

















Six Tips for Communicating With Non-Financial Staff
Mark Robilliard

Located in Carneros/Mount Veeder

You are in constant communication with all of the other departments in your dealership, but do those others have trouble understanding you? This session will demonstrate why employees outside of the finance department are confused by ‘accountant-speak’ and how you can better communicate with them to ensure you’re all on the same page. You may be surprised where some of their confusions originate.











Critical Skills for Developing a Feedback Culture
David Cohen

Located in Stag's Leap

Everyone’s perception of giving and receiving feedback is different. We like to believe we are better at feedback than we are. Giving feedback takes courage and precision. It is an ongoing, two-way conversation where context is examined, and barriers to progress are broken down.

Every year, millions of dollars are wasted on pointless performance management conversations that aren’t improving results. There is now a focus on building cultures of feedback. Organizations are demanding that effective conversations start happening.

Participants will learn how to:

  • Become a leader who asks for and welcomes feedback

  • Receive feedback in a way that ensures you continue to receive it

  • Create a feedback culture, where feedback is delivered in a way that will enrich relationships

This session will provide the tools needed for consistent, detailed feedback that enriches the relationship and the organization.

4:30 pm - 5:30 pm



Emerging Healthcare Trends that are Better for You & Your Employees
Brian Uhlig

Located in Carneros/Mount Veeder

The last year has been an eventful one for healthcare, from heated debates over health and tax reform to mega-mergers that will affect the way people access and pay for services. What healthcare changes are going to affect your bottom line? This session will discuss the healthcare trends on the horizon in 2018 and beyond that will most affect your dealership’s operations and provide you with solutions that you can use to begin lowering your healthcare costs immediately.

5:30 pm - 6:30 pm

Cocktail Reception
Located in Grand Courtyard Patio

Sponsored by:

Friday, April 27
8:00 am - 9:00 am Breakfast
Located in Howell Mountain

9:00 am - 10:00 am




How to Protect Your Organization From Internal and External Threats
Adam Williams

Located in Carneros/Mount Veeder

Too often, companies believe that they won’t be affected by security breaches. And too often, they’re wrong. To effectively address cybersecurity, your dealership’s approach must be holistic; technology is not the sole solution. A number of elements must be considered, including organization, culture, and the human factor, in order to be impactful. Attend this session and learn how to take a more effective approach to protecting your dealership from both internal and external cybersecurity threats.

10:00 am - 11:00 am







The First 100 Days: How the New Tax Law is Impacting Your Dealership and Customers
Panelists: Marc Johnson, KCoe Isom; Lauren Gibson, Gibson Machinery; Jon Pugmire, Arnold Machinery
Moderator: Daniel B. Fisher

Located in Carneros/Mount Veeder

Congress recently completed the first major rewrite of the tax code in more than 30 years.  As with any major piece of legislation, there has been some good and some bad. Join us for a panel discussion moderated by AED’s Vice President of Government Affairs Daniel B. Fisher to learn about how the new tax law has impacted dealerships and their customers and what to expect going forward.

Finance for the HR Professional
Mark Robilliard

Located in Stag's Leap

As an HR professional, you support the profit centers within your organization, but do you really speak their language? This session will focus on the language of business: accounting, with a goal of increasing your financial literacy. Using a unique visual approach, this session appeals to all, including those ‘challenged’ by numbers.



11:00 am - 11:15 am BREAK
Located in Napa Valley Ballroom Foyer

11:15 am - 12:15 pm












The Future of Your Dealership
Dick Stewart

Located in Carneros/Mount Veeder

Dealerships have to constantly look toward the future in order to retain long-term success. This means keeping an eye on trends, timing purchases and investments, and being able to adjust accordingly. This session will examine current industry results and look at what trends will be driving your dealership in the future.














The Care and Feeding of Elusive Millennials: It's About More Than Free Food
Courtney Ramsey

Located in Stag's Leap

Ahhh…the elusive millennial! After years and years of study and observation, Gen X and Baby Boomers are still confused on how to handle them in the workplace. In this interactive session, you’ll learn what works at work for millennials. (Hint: what attracts the right millennial talent may not keep them engaged!)

Participants will also:

  • Learn what benefits, both traditional and not-so-traditional, are most important to top millennial talent

  • Discover what millennials say about salary and how it plays into total compensation

  • Understand how out-of-the-box perks impact the bottom line

Leave with new knowledge, as well as the facts needed to back up what your gut is already telling you: new talent is different, and they expect different!


Attendees (as of 4/9/2018)

First Name Last Name Organization City State
Lori Snider 4 Rivers Equipment, LLC Greeley CO
Larry Rutz 4 Rivers Equipment, LLC Greeley CO
Keith Davidson A & H Equipment Company Bridgeville PA
Michael Moses Arlington Pain and Rehab Arlington VA
Jonathan Pugmire Arnold Machinery Company Salt Lake City UT
Leo Gonzalez B-C Equipment Sales, Inc. Corpus Christi TX
Kim Smith-Grime Bejac Corporation Placentia CA
Judy Worrell Berry Companies, Inc. Wichita KS
Stephanie Farley Berry Companies, Inc. Wichita KS
JJ Lancaster Brandeis Machinery & Supply Co. Louisville KY
Joseph Bush Century Equipment Riverton UT
David Cohen Cohen & Associates Dallas TX
Mark Robilliard Color Accounting International Washington D.C.
Courtney Ramsey Courtney Ramsey Speaks LLC Dallas TX
Darren Kyle CreditSafe USA Allentown PA
Michael KrogerMeier CreditSafe USA Allentown PA
Theodore Rennenberg DLL Wayne PA
John Busillo Earthborne, Inc. Warrington PA
William Bayer e-Emphasys Technologies Inc. Cary NC
David Hyland Equipment Corporation of America Coraopolis PA
Jamie Govey Equipment Corporation of America Coraopolis PA
Michael Kashty Equipment Sales & Service Limited Oakville ON
Barton Montgomery Flagler Construction Equipment, LLC Tampa FL
John Digregorio FTG Equipment Solutions, Inc Carneys Point NJ
Brian Uhlig GCG Financial Deerfield IL
Lauren Gibson Gibson Machinery, LLC Bedford OH
Rex Collins HBK CPAs & Consultants Greenwood IN
Gus Wilson Heavy Machines, Inc. Memphis TN
Patty Dooley HOLT CAT Irving TX
David Welter Illinois Truck & Equipment Co., Inc Morris IL
Stephanie Robinson Illinois Truck & Equipment Co., Inc. Morris IL
Marc Johnson KCoe Isom, LLP Lenexa KS
Ryan Wilson KCoe Isom, LLP Lenexa KS
Kevin Burgess Kevin Burgess Solutions Dallas TX
Erin Palmer Leppo Rents/Bobcat of Akron Tallmadge OH
Polly Vanvalkenburg Linder Industrial Machinery Company Plant City FL
Bill Vandelinde Marshall Machinery, Inc. Honesdale PA
E. Anthony Gurdian Martin Equipment of Illinois, Inc. Goodfield IL
Michelle Wagner Martin Equipment of Illinois, Inc. Goodfield IL
Sangita Stephens McClung-Logan Equipment Company Baltimore MD
Josh Ricart MECO Miami, Inc. Miami FL
Karen Viola ML Holdings Distribution Group, Inc. Denver CO
Stephen Seminack Modern Group Ltd. Bristol PA
Torgun Smith Morrico Equipment, LLC Tamuning GU
Torre Hammer Moss Adams LLP Tacoma WA
Bob Hinton Moss Adams LLP Seattle WA
Sheryl Perko Power Motive Corp. Denver CO
Elizabeth Fleury Road Machinery LLC Phoenix AZ
Christine Lockwood SatisfYd Naperville IL
Amanda Gualderama Sentry Insurance Company Stevens Point WI
Eric Stiles Sentry Insurance Company Stevens Point WI
Adam Williams Sentry Insurance Company Stevens Point WI
Joanna Verastegui Sonsray Machinery Torrance CA
Shawni Young Sonsray Machinery Torrance CA
Richard Stewart Stewart Consulting LLC Castle Rock CO
Kyle McNerney TARGIT Noblesville IN
Kevin Nolan TARGIT Tampa FL
Tina Stoess Triad Machinery, Inc. Portland OR
Shawn Beyer Vermeer MidSouth, Inc. Cordova TN
Monica Morris Vermeer Texas-Louisiana Irving TX
Ronnie Kirby Vermeer Texas-Louisiana Irving TX
Sean Pomeroy Visibility Software Newberry SC
Chelsea McGowan Volvo Construction Equipment North America, Inc. Biltmore Lake NC
Jennifer Snow West Side Tractor Sales Co. Naperville IL


The AED Antitrust Policy

Associated Equipment Distributors is subject to the Antitrust Laws of the United States, as are all businesses. Unlike most private businesses, however, the very nature of a trade association fulfills the first requirement of an antitrust violation under Section 1 of the Sherman Act, that of a “combination.”

AED therefore, recognizes the need to be constantly vigilant to prevent fulfillment of the second requirement, relating to actions which could result in an illegal “restraint of trade or commerce.” Any failure on the part of AED to comply strictly with the antitrust laws could result in severe penalties. Treble damages for successful litigants, fines and possible jail terms for individuals involved in any illegal activities, and even dis-establishment of the Association itself are all harsh remedies of the law. These penalties manifest the law’s strong public policy in favor of free and unfettered competition as the rule of trade.

Two laws of the United States which define the antitrust liabilities of trade associations, Sections 1 and 2 of the Sherman Act and Section 5 of the Federal Trade Commission Act, are both very general in their wording and broad in their scope. Over the years, the courts have interpreted the broad language of the statutes and have provided specific examples of unlawful conduct which violate the principles set down in the law. AED recognizes that so long as it strives to conduct itself in accordance with such guidance, antitrust problems will be avoided.

Inasmuch as it is the policy of AED to comply fully in all respects with the antitrust laws, the following basic principles are endorsed by its Board of Directors as a guide for all members serving in some official capacity for the Association:

1. AED and its members shall make every effort to insure that all of their actions comply with both the letter and spirit of the antitrust statutes of the United States.

2. Any firm meeting the requirements of membership as set forth in Article IV of the bylaws shall be welcomed into AED on a non-discriminatory basis. Once a firm becomes a member, it shall be entitled to the same services that are available to other members on a non-discriminatory basis. No firm shall be expelled except for just cause, and in such manner as is established in the bylaws to insure that the expulsion is fair, objective, reasonable and non-discriminatory.

3. AED will not indulge in, or sanction, any discussions of current or future prices of construction equipment, either for sale or rent. AED meetings and publications will never be a forum for the exchange of information, which could lead to the establishment of cooperative arrangements or activities in violation of the antitrust laws.

4. AED will conduct all statistical functions on a voluntary basis, and all data collected from individual companies will be treated confidentially. Non-members who desire to participate or to receive the results of statistical surveys shall be permitted to do so. Any statistical reporting of past transactions will be reported in composite form and will be clearly spelled out as to its purposes, limitations and proper usage, on terms compatible with the antitrust laws.

5. AED will never enter into or sanction any agreements, which tend to restrict competition between members or within the industry generally. Any standards established by AED shall be formulated by a broad consensus of the membership to insure that there is no anti-competitive effect on the members or on the industry itself.

6. Trade shows sponsored by AED shall be conducted in a non-discriminatory manner. All exhibitors shall have reasonable access to the show on equal terms. AED and its members subscribe to the basic philosophy that free trade and the interaction of competitive forces yield the best allocation of economic resources, the lowest prices to customers, the highest quality, and the greatest progress. AED’s policy on antitrust reaffirms its commitment to conduct the Association’s affairs in a manner conducive to the attainment of those goals.

Adopted by the AED Board of Directors


AED Cancellation Policy: 
Refunds are not permitted within 14 business of the event unless a note is received detailing a medical emergency or other similar event.

Event Type:Annual Conference
Category:Educational Seminar
Early registration ends on Feb 17, 2018.
Regular registration starts on Feb 18, 2018 and ends on Mar 31, 2018.
Late registration starts on Apr 01, 2018.
(GMT-06:00) Central Time (US & Canada)

Register for this event  

Registration Fees
Fee TypeEarlyRegularLate
 Event Fee
Member Fee: $795.00$895.00$950.00
Non-Member Fee: $1590.00$1790.00$1900.00