2017 Financial / HR Symposium

Apr 26, 2017 04:00pm -
Apr 28, 2017 12:00pm

Event Description

The Financial/HR Symposium is Heading to Miami!

Join AED for its second annual Financial/HR Symposium in beautiful Miami, Florida. 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.

AED is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or  SHRM-SCPSM. This program is valid for 6 PDCs for the SHRM-  CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.

10 CPE credts will also be provided for this event by K∙Coe Isom.

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

Finance Managers
• Directors of Finance
 • CFOs
• VPs of Finance
• Directors of Accounting & Finance
• Controllers



• Accountants
• Accountant Leaders
• E-Commerce Managers
• HR Generalists
• HR Managers
• HR Directors
• VP of HRs


• Technical Recruiters
• Training Managers
• Education Coordinators
• Org. Training & Development Managers
• More!



Schedule (as of 4/26/2017)

** Please note that the session highlighted with blue backgrounds are shared sessions. Content and speakers are subject to change.**




Wednesday, April 26th


5:00 pm - 6:00 pm


Location: Orchid Foyer

6:00 pm

Cocktails & Networking Event
Sponsored by Sentry Insurance

Location: Orchid C

Thursday, April 27th


7:00 - 7:30 am


Location: Orchid Foyer

7:30 - 8:00 am

Continental Breakfast
Sponsored by CardConnect

Location: Orchid C

8 - 8:15 am

Welcome & Introduction

Location: Orchid A/B

8:15 - 9:15 am

Keynote Speaker: Commander Kirk Lippold
"Leadership & Accountability When it Matters"

Location: Orchid A/B

Commander Kirk Lippold reveals how to lead teams to manage challenges and ensure success in a complex world where financial, security and global threats are of critical concern across industry sectors.

CDR Lippold was in command of the USS Cole when it was targeted by a deadly al Qaeda terrorist attack in 2000, 11 months before 9/11. His team training prior to the attack and unflappable leadership after galvanized his crew to action, resulting in lives and the ship being saved.

A compelling storyteller, CDR Lippold draws upon his Five Pillars of Leadership to offer strategies he learned and applied to instill integrity into his team members and mitigate crises throughout his naval career. With takeaways for organizations on assessing their own successes and failures to prepare for what the future may hold, his lessons learned can make the difference when it matters most.

9:15 - 9:30 am

Sponsored by Visibility Software

Location: Orchid Foyer

9:30 - 10:30 am

HR Roundtable: Structured Networking

Location: Orchid D

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

What’s Your Cost of Doing Business?

Location: Orchid A/B

Join us for a panel discussion on the 2016 AED Cost of Doing Business Report. What are the top 10 report indicators your peers use to run their dealership? How do you measure rental? Learn how you can use this tool to evaluate your own dealership’s operating results.

10:30 - 11:30 am

A New Sheriff's in Town: How the New Political Landscape Could Impact HR Professionals

Location: Orchid D

As President Trump settles into the White House, a new mindset is taking shape about regulations, taxes, and other policy issues important to HR professionals at equipment dealerships. Learn about the new political environment, the impact it will have on your company, and how you can engage through AED to make a difference.

Your Bottom Line: The Financing Trends Affecting Your Dealership

Location: Orchid A/B

Get ahead of today's financing trends to better position your dealership for the future. From evolving customer demands and increased regulations to market dynamics such as liquidity, interest rates and access to capital, learn about how you can leverage these developments for future success. This session will share key insights that will help you get ahead of these trends, improve customer relationships and augment your revenue generation potential in 2017 and beyond.

11:30 am - 12:30 pm

Run, Hide, or Fight: Surviving an Active Shooter Event

Location: Orchid D

Is your business prepared to respond to workplace violence or an active shooter incident? This introduction will offer attendees basic concepts and practices to help evaluate the safety of their facility and personnel. Participants will explore recommended actions and reactions should violence erupt at your business. We will also discuss the steps you can take to recognize and prevent these incidents.

Your Next Heavy Equipment Purchase: Buy or Lease?

Location: Orchid A/B

In today’s economic climate, is it better to buy or lease/finance your next equipment purchase? Join our guests from the Equipment Leasing and Finance Association for a discussion on determining what’s best for your dealership.

12:30 - 1:15 pm


Location: Orchid C

1:15 - 2:15 pm

HR Body Language: The Silent Signals in the Workplace

Location: Orchid D

Within any organization, difficult conversations occur. This informative program delivers the secret behind how the mind is influenced both positively and negatively and what to do about it. Participants will walk away with new found tools, strategies, and techniques in influence, to lead people, motivate teams, and simply get others to say "yes!"


Are You Getting the Most Out of Your Dealer/Manufacturer Relationships?

Location: Orchid A/B

Dealer-manufacturer relationships work best when they are mutually profitable and both parties are treated fairly. The AED Contracts Report is newly updated for 2017 and provides a simple guide to help manufacturers and dealers negotiate distribution contracts which balance the needs and interests of both parties. Learn best practices for forming, maintaining, and ending dealer-manufacturer relationships, as well as important statutory, regulatory, and common laws governing dealer agreements.

2:15 - 3:05 pm

Assessing Technicians: Are you using the right tools?

Location: Orchid D

Do your technicians know what they think they know?  Are they competent on equipment technology fundamentals?  Do you really know what skills and knowledge you are adding to your company’s resources when you bring in entry-level or more experienced technicians?  This session will discuss how assessments can be used as part of the hiring and technician training process to identify strengths and weaknesses.

The Do’s and Don’ts of Dealer Pass-Throughs

Location: Orchid A/B

Dealers often don’t want trade-in inventory, and owners are frequently unexcited about the price that a dealer has offered for their equipment. Learn how a properly structured dealer pass-through can secure trade-in treatment and like-kind exchange benefits while resolving dealer inventory concerns and addressing the customer’s trade-in value and income tax concerns.

3:05 - 3:15 pm


Location: Orchid Foyer

3:15 - 4:15 pm

It’s Not Me, It’s You: All Sides of the Termination Process

Location: Orchid D

Join our subject matter experts for a candid discussion on the termination process.

Negotiating Supplier Agreements 

Location: Orchid A/B

Negotiating the right deal with your suppliers is more than just getting what you want at the cheapest price. This session will focus on key factors to consider at all stages of the deal. Learn how to prepare for the negotiation, get general tips and techniques for use during the negotiation, and discuss contractual considerations that need to be reviewed after an agreement has been reached.

6:00 pm

Cocktail Reception and Boat Tour
Sponsored by Altus Global Trade Solutions

Departs from the Hyatt Regency Miami dock

Friday, April 28th

7:30 - 8:00 am

 Continental Breakfast

Location: Orchid C

8:00 - 9:00 am

Office Ergonomics

Location: Orchid D

From office workers to laborers, employees with the proper workplace setup are healthier, happier, and pain-free, which leads to higher morale and increased efficiency and productivity. This informative session will teach you how to keep your workers safe, happy, and more energized on the job while reducing workers' compensation costs.

The Year Ahead: 2017 Economic Outlook

Location: Orchid A/B

What is the outlook for U.S. construction and machinery demand? Get an insider’s view of the U.S. economy and learn how it will impact the market for construction machinery. This session will review global macro and U.S. macro considerations and forecasts, U.S. construction trends, and a UBS forecast for U.S. non-residential construction.

9:00 - 10:15 am

HR Collaboration Room

Location: Orchid D

Meet with your HR peers for a moderated group discussion on the most pressing human resource issues affecting your dealership.

Finance Collaboration Room

Location: Orchid A/B

Meet with your peers for a moderated group discussion on the most pressing finance and accounting issues affecting your dealership.

10:15 - 10:30 am


Location: Orchid Foyer

10:30 - 11:30 am

How to Give Feedback & Handle Conflict Effectively

Location: Orchid D

Giving feedback is the ultimate challenge for any HR professional. The way you say things will determine whether others feel empowered to move forward and grow, repeat the same mistakes, or take a turn for the worse. Learn to diffuse conflict and raise people to higher standards.

Dealer Tax Opportunities for 2017

Location: Orchid A/B

Are you taking advantage of all the opportunities available to your dealership? Tax planning opportunities are often overlooked by equipment distributors, including opportunities to either accelerate tax deductions or to defer the recognition of taxable income. This session will focus on tax opportunities involving dealer inventory, accounts receivable, accrued and prepaid expenses, and fixed assets; as well as how/when to implement beneficial changes in your tax accounting methods.




Attendee List (as of 4/26/2017)

First Name Last Name Company City State
Brent Abrahm Accruit Denver CO
Jennifer Albright Spend Right, Inc Peoria IL
Mitchell Asberry CardConnect Overland Park KS
Jaime Baggs Faris Machinery Company Commerce City CO
Clinton Baker KCoe Isom, LLP Lenexa KS
Ron Barlet Bejac Corporation Placentia CA
Elizabeth Fleury Road Machinery LLC Phoenix AZ
Peter Meisenbach Road Machinery LLC Phoenix AZ
Shawn Beyer Vermeer MidSouth, Inc. Cordova TN
Jason Blake Associated Equipment Distributors Schaumburg IL
Peter Blasioli Tracey Road Equipment Inc. East Syracuse NY
Joe Bush Century Equipment Co. Salt Lake City UT
Scott Carpenter Company Wrench, Ltd. Carroll OH
Steve Chacon Accruit Denver CO
Paul Cunningham Highway Equipment Company Zelienople PA
TRACEY DAMON Vantage Equipment, LLC Syracuse NY
Michael Davis CardConnect Overland Park KS
Bill Snider e-Emphasys Technologies Inc. Cary NC
Chris Adams e-Emphasys Technologies Inc. Cary NC
Steven Fisher UBS Investment Research New York NY
LAUREN GIBSON Gibson Machinery, LLC Bedford OH
Matthew Golland Standard Equipment Company Chicago IL
Leo Gonzalez B-C Equipment Sales, Inc. Corpus Christi TX
Dwight Goodwin Cate Equipment Company Salt Lake City UT
David Hyland Equipment Corporation of America Coraopolis PA
Jamie Govey Equipment Corporation of America Coraopolis PA
Pamela Hertel Vermeer Texas-Louisiana Irving TX
Michael Holman Stowers Machinery Corp. Knoxville TN
Eliot Hoppe Paramount Learning Systems Calgary AB
Gayle Humphries JCB of Georgia Pooler GA
Brian Hutchison DLL Houston TX
Marti Jensen General Equipment & Supplies, Inc. Fargo ND
Lisa Jones Vermeer MidSouth, Inc. Jackson MS
Mike Kashty Equipment Sales & Service Limited Toronto  
JJ Lancaster Brandeis Machinery & Supply Co. Louisville KY
Dave Lucas Altus GTS Inc. Greenwood Village CO
Tom McCarr PricewaterhouseCoopers LKE Services Minneapolis MN
Barton Montgomery Flagler Construction Equipment, LLC Tampa FL
Peter Moore Robinson Waters & O'Dorisio Denver CO
Michael Moses Arlington Pain and Rehab Arlington VA
Jeff Nelson PricewaterhouseCoopers LKE Services Minneapolis MN
Jose Lopez Nortrax, Inc. Tampa FL
Curt Neth Nortrax, Inc. Tampa FL
Steve Pettofrezzo Nortrax, Inc. Tampa FL
Ruth Palma Trekker Group Hialeah FL
Erin Palmer Leppo Rents/Bobcat of Akron Tallmadge OH
Sheryl Perko Power Motive Corp. Denver CO
Ralph Petta Equipment Leasing and Finance Association Washington DC
Sean Pomeroy Visibility Software Newberry SC
Ann Prymek Star Equipment, Ltd. Des Moines IA
Stephanie Robinson Illinois Truck & Equipment Co., Inc. Morris IL
Frankie Rolon Trekker Group Miami FL
Larry Rutz 4 Rivers Equipment, LLC Greeley CO
Stephen Seminack Modern Group Ltd. Bristol PA
Eric Shipman West Chicago Police Department West Chicago IL
Torgun Smith Morrico Equipment, LLC Tamuning GU
Kim Smith-Grime Bejac Corporation Placentia CA
Lori Snider 4 Rivers Equipment, LLC Greeley CO
Jennifer Snow West Side Tractor Sales Co. Naperville IL
Eric Stiles Sentry Insurance Company Stevens Point WI
Bill Vandelinde Marshall Machinery, Inc. Honesdale PA
Ron Kirby Vermeer Texas-Louisiana Irving TX
Gus Wilson Heavy Machines, Inc. Memphis TN
NIkki Scott Heavy Machines, Inc. Memphis TN
Ryan Wilson KCoe Isom, LLP Lenexa KS
Susan M. Dyson Norris Sales Co. Inc. Conshohocken PA

Event Type:Annual Conference
Category:Educational Seminar
Early registration ends on Mar 21, 2017.
Regular registration starts on Mar 22, 2017 and ends on Mar 31, 2017.
Late registration starts on Apr 01, 2017.
(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