2019 Executive Conclave

Sep 18, 2019 12:00pm -
Sep 19, 2019 06:30pm

Event Description

Executive Conclave
September 18-19 | Huntington Beach, CA | Pasea Hotel & Spa

The timing of a downturn may be in dispute, but many economists agree that the head winds facing the U.S. economy are growing stronger and that growth will be slowed in 2019. Is your company prepared for a downturn in the economy? This conference is where executives in the equipment industry gain knowledge to maintain a competitive advantage in good times and bad. 

Take a day and a half to participate in sessions and workshops to prepare your leadership team for what lies ahead. If history is any indication, many companies will not be prepared enough, prepared too late, or too defensively. But, an economic slowdown can bring opportunities as well as challenges. We will present actionable information and ideas for your company to remain competitive in the next downturn. As a leader, people look to you to guide them, do you have the confidence to lead your team through these trying times?

Here's what people had to say about last year’s event: 

If you care about inevitable changes that will affect your business future, you will find value in this event – Julie Tomlin, Vermeer Wisconsin 

This event features great speakers and is very thought-provoking – Ryan John, Alban Cat 

“Very worthwhile, impressed with the lineup of speakers. AED is very much in touch with what OEM’s and Dealers are looking for in these events.”  – Thomas Hartman, Hydrema U.S. 

This is a very worthwhile use of two days. I liked the schedule, which allowed us to arrive on Wednesday and leave on Thursday. The sessions are well worth the trip.” –  Wes Stowers, Stowers Machinery Corporation 

For leaders, this was a great event to get you thinking about how you are managing your sales force and gives you ideas to implement.” – Peter Gregory, Wells Fargo Equipment Finance 


Wednesday, September 18, 2019 (schedule subject to change)

12:00 pm – 1:00 pm


Location: Sapphire Pre-Function 3

1:00 pm – 1:15 pm



Welcome & Announcements
Location: Sapphire Ballroom 3

1:15 pm - 5:00 pm


Wildcard (Workshop)
Kevin Burgess
Location: Sapphire Ballroom 3

Business has been pursuing continuous improvement for decades. The resulting organizations are incredibly efficient at doing what they have always done. However, what got you where you are is not likely to take you where you need to go. The uncomfortable truth is that which truly moves the needle for most organizations cannot be predicted or planned. But a smart leader can create a context where innovation finds a home.

In this workshop, attendees will explore:

  • Why organizations stagnate
  • How "wildcards" shift businesses, industries, and entire economies
  • How to manage “wildcards” — people who have the potential to be game-changers if they don't destroy you first
  • What a "wildcard" system looks like - how to capture and test "wildcard" ideas
  • Case studies of organizations that have successfully embraced "wildcards" and the results

During the workshop, participants will also:

  • Identify and discuss potential "wildcard" people and ideas currently within their organization
  • Develop a "lightning capture" strategy tailored for their organization, i.e. increase the potential for "wildcards" to take root and flourish
  • Identify the current mindsets, cultural norms, and behaviors in their organizations which are limiting innovation

5:00 pm – 6:00 pm



Welcome Reception
Location: The Blue Room Terrace

sponsored by:


Thursday, September 19, 2019 (schedule subject to change)

8:00 am – 9:00 am


Location: Sapphire Pre-Function 3

8:00 am – 9:00 am



Location: The Blue Room

9:00 am – 10:15 am



Economic Trends, Global Trade, and What's Ahead
John Manzella
Location: Sapphire Ballroom 3

Economic trends, critical issues, and policy positions advanced by President Trump are impacting corporate competitiveness and the U.S. and world economy. Combined with greater levels of volatility and trade complexities with NAFTA partners, Europe and China, these issues are shaping our future. What does this mean to the United States and your business? This invaluable program answers many questions, reveals global dangers, and provides analysis to help businesses better understand what’s ahead and reduce risk.

sponsored by:


10:15 am - 10:30 am


Location: Sapphire Pre-Function

sponsored by:


10:30 am - 11:30 am


How to Recession-Proof Your Business
Hermann Schneider
Location: Sapphire Ballroom 3

Some business strategists and forecasters are predicting the next recession to hit in the next 6-18 months, and they all talk about “how to survive.” You don’t want to survive, you want to figure out how to leverage the situation and grow your business—even when times are tough and your competitors are crashing all around you because they didn’t plan ahead. This session will help you build a better company and plan for breakout growth during the next recession.

11:35 am - 12:35 pm


Hire Education: A Strategy Crash Course on Recruiting A+ Leaders for Your Dealership
Gregory Tall
Location: Sapphire Ballroom 3

Your dealership is looking to recruit and hire new blood. We’re talking about the high-performing leaders who you hope will catapult your dealership to the next level. But here’s the thing: they’re not looking for you.

Does it ever seem like the people you’d love to attract are infatuated with big-name companies promising high-profile, glamorous work?

In this session, you’ll learn how to create and communicate your employer value proposition. In other words, a compelling story about why #ThisDealershipRocks! (Hint: offer meaningful work + an exceptional employee experience).

We’ll talk about strategies to engage and draw in top talent. But just as importantly, we’ll talk about strategies that you, the dealer principal, can use to make your dealership a more attractive employer.

sponsored by:


12:35 pm - 1:30 pm


Location: The Blue Room

1:30 pm - 2:30 pm


OEM Panel
Michael Edwards, KPI-JCI & Astec Mobile Screens
Jim O'Brien, Atlas Copco Power Technique North America LLC
Dan Schmidt, Stanley Infrastructure

Moderated by Bob Henderson, Associated Equipment Distributors

Location: Sapphire Ballroom 3

This panel discussion, featuring OEMs from different market segments, will provide distributor attendees a wide perspective of the OEM marketplace, including the trends and challenges they anticipate in the near future.

Featured discussion topics will include:

  • New channel business models
  • Changing technology
  • The evolving rental market
  • And more

2:35 pm - 3:35 pm


AI in Dealership Operations
Steve Clegg
Location: Sapphire Ballroom 3

Is your dealership utilizing artificial intelligence (AI) in its operations? In this session, you will learn how AI analytics identifies and tracks the key metrics that drive your company’s growth. What types of purchases are impacting your results? What customers haven’t purchased from you in in the last year? Learn how to leverage these automated tools to manage your business more easily and with better results.

3:35 pm - 3:50 pm


Location: Sapphire Pre-Function

sponsored by:


3:50 pm - 4:30 pm


The Future of Infrastructure in Cities: A Conversation with Manhattan Beach Mayor Pro Tem Richard Montgomery
Daniel B. Fisher
Location: Sapphire Ballroom 3

4:35 pm - 5:30 pm


Future 4.0: Excelling in 2020 and Beyond
Tom Morrison
Location: Sapphire Ballroom 3

This energetic session will unpack the four key elements every business will need to maximize people, productivity and profits in the next decade. With the largest economic boom in our history in front of us, those who embrace these four key elements will have a competitive advantage in any market they serve. Failure to embrace them and you risk losing everything you worked for.

5:30 pm - 6:30 pm


Evening Reception
Location: Treehouse Lounge (Second Floor above Tanner's Restaurant)

sponsored by:



Conference App

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Conference Lanyards and Pocket Schedule

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Attendees (as of 9/6/2019)

First Name Last Name Organization City State
Marvin Johnson Associated Power, Inc. Wilmington CA
Jim O'Brien Atlas Copco Power Technique North America LLC Rock Hill SC
Kim Smith-Grime Bejac Corporation Placentia CA
Ron Barlet Bejac Corporation Placentia CA
Michael Paradis Brandeis Machinery & Supply Co. Louisville KY
Michael Brennan Brandeis Machinery & Supply Co. Prospect KY
Kris Denos CDK Global, LLC Salt Lake City UT
John Bolling CDK Global, LLC Fincastle VA
Randy Mace Chadwick-BaRoss Inc. Westbrook ME
Jason  Sever Coastline Equipment Meridian  ID
Steve Malloy Coastline Equipment Long Beach CA
Ladd Blakely Coastline Equipment Long Beach CA
John Mann Coastline Equipment Long Beach CA
Shane Frazee Coastline Equipment Las Vegas NV
Joe Harrison Coastline Equipment Bakersfield CA
Buck Baird Coastline Equipment Long Beach CA
William Baker Equify, LLC Fort Worth TX
Joe Burleson Equify, LLC Fort Worth TX
Pat Hoiby Equify, LLC Fort Worth TX
David Hyland Equipment Corporation of America Coraopolis PA
Roy Kern Equipment Corporation of America Coraopolis PA
Jamie Govey Equipment Corporation of America Coraopolis PA
Steve Ricke Federal Contracts Corp Tampa FL
Steve Ouellette Frank Martin Sons, Inc. Ft. Kent Mills ME
Matthew Stringer Headwater Equipment Sales Ltd Lethbridge AB
Alan Quinn Hitachi Construction Machinery Loaders America Inc. Newnan GA
Kresten Binder Hydrema US Inc. Cumming GA
Christopher Kelly International Drilling Equipment Chapel Hill NC
Michael Paric Joe Johnson Equipment Inc. Innisfil ON
Nancy Malone John Deere Construction and Forestry Dealer Association Calgary AB
Jay Lucas Jordan-Sitter Associates San Antonio TX
Kirk Rainbolt Kimball Equipment Company Las Vegas NV
Brian Shurtleff Marsh & McLennan Agency Overland Park KS
Vern Gunderson Nixon-Egli Equipment Co. Tracy CA
Andrew Gillen Powerscreen of California & Hawaii Dixon CA
Mike Meagan Quinn Company City Of Industry CA
Armando Najera Road Machinery LLC Phoenix AZ
Constantino Lannes Sennebogen LLC Stanley NC
Eric Stiles Sentry Insurance Company Stevens Point WI
Mark Hicken Sonsray Machinery Torrance CA
Dan Schmidt Stanley Infrastructure Portland OR
Ananth Parameswaran Stanley Infrastructure Portland OR
Craig Drury Vermeer Canada Inc. Brampton ON
Tim Weaver Vermeer Northwest, Inc. Tacoma WA
Brian Harris Vermeer Texas-Louisiana Selma TX
Jason Rush Vermeer Texas-Louisiana Irving TX
Whit Perryman Vermeer Texas-Louisiana Irving TX
Julie Tomlin Vermeer-Wisconsin, Inc. Butler WI
Jim Heron Wells Fargo Equipment Finance, Inc. Minneapolis MN
Peter Gregory Wells Fargo Equipment Finance, Inc. Alpharetta GA
Gail Orzoff Westrax Machinery, Inc. Corona CA
Michael Lalonde Westrax Machinery, Inc. Corona CA
Jonathan Campbell Wheeler Machinery Co. Salt Lake City UT
Steve Clegg Winsby Inc. Chicago IL
Christopher Palmer Wood's CRW Corp. Williston VT


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
Category:Educational Seminar
Early registration ends on Aug 03, 2019.
Regular registration starts on Aug 04, 2019 and ends on Sep 08, 2019.
Late registration starts on Sep 09, 2019.
(GMT-06:00) Central Time (US & Canada)

Register for this event  

Registration Fees
Fee TypeEarlyRegularLate
 Reg Fee
Member Fee: $795.00$895.00$995.00
Non-Member Fee: $1590.00$1790.00$1990.00