2021 Financial/HR Symposium

Jun 28, 2021 05:00pm -
Jun 30, 2021 12:30pm

Event Description

2021 Financial/HR Symposium

June 28 - 30

Napa Valley Marriott Hotel

3425 Solano Ave

Napa, CA 94558


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.

Conference App Sponsored by:

Meeting Agenda:

Monday, June 28


Session Title & Speaker


10:30 am

Wine Tour


4:00 pm - 5:00 pm



5:00 pm - 6:30 pm

Welcome Reception

Tuesday, June 29


Session Title & Speaker

Session Title & Speaker




8:00 am - 8:45 am

Breakfast & Registration

8:45 am - 9:00 am

Welcome & Announcements

9:00 am - 10:15 am

Maximize Growth: Get Sales and Finance in Sync
Ed Wallace
Relational Capital Group

sponsored by:

2021: A Year of r(Evolution) for HR
Nick Araco

10:15 am - 10:30 am


10:30 am - 11:30 am

Economic Outlook
Bob Dieli
MacKay & Company

Marijuana Legalization and Your Dealership - Are You Prepared?
Michael Airdo
Kopon Airdo, LLC

11:30 am - 12:30 pm

Lessons Learned from 2020: A CODB Analysis
Dick Stewart
Stewart Consulting

Who's Up Next? Bench Planning and Creating Sustainability in Your Organization
Seth McColley
Kirby-Smith Machinery, Inc.

12:30 pm - 1:30 pm


1:30 pm - 2:45 pm

2021: A Year of r(Evolution) for Finance
Nick Araco

Expand Your Influence Across the C-Suite
Ed Wallace
Relational Capital Group

sponsored by:

2:45 pm - 3:00 pm


3:00 pm - 4:00 pm

Plenty to Wine About: The Tax Debate in Washington
Daniel B. Fisher, AED
Beth Swanson, KCoe Isom

How HR Leaders Can Build Coaching Skills in Managers
Marcy Brajkovic
Chatfield Global

4:00 pm - 5:00 pm

Looking to the Future: Revenue Optimization for Today and Beyond
Dick Stewart
Stewart Consulting

Roundtable Collaboration
Moderated by: Seth McColley

5:00 pm - 6:00 pm

Evening Reception

sponosred by:

Wednesday, June 30

8:00 am - 8:45 am


8:45 am - 9:45 am

Change According to the Great Masters (Finance)
Lou Quinto

Apprenticeship Programs for the Equipment Industry: A Panel Discussion
Moderated by: Sean Fitzgerrel
TBD, Brandeis Machinery
TBD, Alta Equipment Company
TBD, RDO Equipment Company

9:45 am - 10:00 am


10:00 am - 11:00 am

"War Stories from 2020" Panel
Moderated by Jason Blake

Change According to the Great Masters (HR)
Lou Quinto

11:00 am - 12:00 pm

M&A Activity & Trends
Torre Hammer, Moss Adams
Andrew Suen, Hexagon Capital

Managing a Remote Workforce
Marcy Brajkovic
Chatfield Global


Current registered attendees (as of 6/17) include:

Organization Name Title
4 Rivers Equipment, LLC CFO
Berry Companies, Inc. CFO
BKD, CPAs & Advisors Partner
Bobcat Enterprises, Inc. Controller
Bobcat Enterprises, Inc. Director of Human Resources
Brandeis Machinery & Supply Co. Director of Training for Brandeis Machinery
e-Emphasys Technologies Inc. Vice President Sales & Marketing
Environmental Products Group, Inc. Vice President of Finance
Equipment Corporation of America Accounting Manager
Equipment Corporation of America VP - Accounting
FAE USA, Inc. General Manager
Frank Martin Sons, Inc. President
Gateway Bobcat, LLC dba Bobcat of St. Louis Director of Human Resources
Global Machinery Accounting Manager
Heavy Machines, Inc. CFO
Holt of California Accounting Manager
International Drilling Equipment Controller
Jordan-Sitter Associates President
KCoe Isom, LLP Senior Manager
KCoe Isom, LLP Manager
Key Equipment Sales & Service President
Kirby-Smith Machinery, Inc. Vice President - Human Resources
Leppo Rents/Bobcat of Akron HR Manager
Leppo Rents/Bobcat of Akron Finance Director
Leppo Rents/Bobcat of Akron CFO & In-House Counsel
MECO Miami, Inc. CFO
Modern Group Ltd. Executive VP & CFO
Modern Machinery Co., Inc. Human Resources Mgr.
Morrico Equipment, LLC Executive Vice President
Nixon-Egli Equipment Co. CFO
RDO Equipment Co. Human Resources Director
Road Machinery & Supplies Co. director of Corporate Services
Road Machinery & Supplies Co. Strategy Analyst
Sonsray Machinery Corporate Recruiter
Sonsray Machinery Director of Human Resources
Star Equipment, Ltd. Controller
Star Equipment, Ltd. Controller
Swanston Equipment Corporation Controller
Total Equipment & Rental HR Manager
Total Equipment & Rental CFO
Vermeer MidSouth, Inc. CFO
Vermeer MidSouth, Inc. HR Manager
Vermeer Texas-Louisiana Director of Human Resources
Washington Liftruck / Pacific JCB CFO / COO


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 Cancelation 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
Early registration ends on May 26, 2021.
Regular registration starts on May 27, 2021 and ends on Jun 22, 2021.
Late registration starts on Jun 23, 2021.
(GMT-08:00) Pacific Time (US & Canada), Tijuana

Register for this event  

Registration Fees
Fee TypeEarlyRegularLate
 Event Fee
Member Fee: $795.00$895.00$995.00
Non-Member Fee: $1590.00$1790.00$1990.00
 Guest / Family Member / Spouse
Member Fee: $300.00$300.00$300.00
Non-Member Fee: $600.00$600.00$600.00