2019 Financial/HR Symposium

Apr 24, 2019 05:00pm -
Apr 26, 2019 12:30pm

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

10.5 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 10.5 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



Wednesday, April 24
Time Session Title & Speaker Session Title & Speaker
4:00 pm - 5:00 pm Registration
Location: Hotel Lobby
5:00 pm - 6:30 pm

Welcome Reception
Located offsite at Cantina Laredo
Please meet at 4:45 pm in the hotel lobby to make the short walk as a group to the restaurant.

Sponsored by:

Thursday, April 25
Time Session Title & Speaker Session Title & Speaker
8:00 am - 8:45 am

Breakfast & Registration
Breakfast Location: MJ Steakhouse (Floor 2)
Registration Location: Exchange Foyer (Floor 11)

Sponsored by:

8:45 am - 9:00 am

Welcome & Announcements
Location: Exchange Room (Floor 11)

9:00 am - 10:15 am

The Trust Connection: Mastering the Art of Business Relationships
Dr. Kerry Johnson
Location: Exchange Room (Floor 11)

The ability to communicate is the most important interpersonal skill a leader can have. And the most important aspect of communication is trust—it is the prime reason why a select few achieve peak performance and high productivity from the people who work for and with them.

In “The Trust Connection,” you will be walked through techniques that give leaders the skills necessary to lead people the way the way they want to be led, including:

  • How to gain trust in the first four minutes

  • How to communicate in a way that best motivates people

  • How to get people to retain 300% more in half the time

  • How to praise and correct performance without losing it

  • How to change negative people into those who support your ideas

  • How to communicate with the opposite sex

10:15 am - 10:30 am


Sponsored by:

10:30 am - 11:30 am

Industry Consolidation Dynamics: What is Driving All This Activity?
David M. Felts, TM Capital Corp.
Location: Exchange Room (Floor 11)

This session will examine industry dynamics driving consolidation and the expanding interest from family offices, private equity and other internal and external industry players to invest in/own equipment dealers. It will share learnings from multiple current and prior equipment dealer and rental transactions; review illustrative industry transactions; assess current and historical industry public and private valuation multiples and trends. We will also discuss and discover what is driving strategic buyer interest; what is driving private equity and family office investment interest; what are the attractive attributes of a dealer that drives value; typical sale decision drivers; and future trends.





Coaching for Performance Improvement
Danielle McCormick, KCoe Isom
Location: Burnham Room (Floor 8)

Many leaders feel challenged to understand how to move from managing employees to empowering them toward self-striving and self-management. In this session, participants will learn a straightforward process for enabling constructive dialogue in order to clarify expectations, determine underlying performance issues, and reach agreement on a plan to bridge the gap between expectations and current performance. During this session, participants will learn how to:

  • Initiate and facilitate constructive dialogue about performance expectations

  • Identify the underlying case of a performance gap

  • Enable performance improvement by removing barriers and providing needed tools and support

  • Build commitment and ongoing accountability for expected performance

11:30 am - 12:30 pm

2019 Economic Outlook
Charlie Dougherty, Wells Fargo Securities
Location: Exchange Room (Floor 11)

This session will provide an in-depth review of recent economic conditions and insights into how the U.S. economy is performing close to ten years into the current expansion. Topics will also cover key elements of the national economy, including prospects for employment and income and demographic growth. The presentation will be followed by a Q&A session.




Common HR Issues from a Legal Perspective
Michael Airdo, Kopon Airdo LLC
Location: Burnham Room (Floor 8)

Dealerships face employment law issues every day, including those you might not even know exist. This presentation by AED’s General Counsel will explore common issues you might find in your dealership, including those involved in the hiring process, job postings, interviews and pre-hiring background screening. It will also discuss the legal aspects of managing employees through employee handbooks, performance reviews, and disciplinary action. Lastly, it will discuss emerging issues involving new workplace laws.

12:30 pm - 1:15 pm

Location: MJ Steakhouse (Floor 2)

1:15 pm - 1:30 pm TRANSITION
1:30 pm - 2:30 pm

Healthcare Panel
Moderated by: Jason Blake
Panelists: Steve Seminack of Modern Group, Klaus Knuth of Arachas Group, LLC, David Hyland, Equipment Corporation of America
Location: Exchange Room (Floor 11)

Healthcare costs remain a top concern for businesses in 2019. Join our panelists on both the dealership and insurance side for a discussion on trends they’re seeing in the industry and innovative ways to drive down costs.


Sponsored by:


2:30 pm - 2:45 pm TRANSITION
2:45 pm - 3:45 pm

Executing Strategy and Measuring Success: The Evolving Role of the CFO
Nick Araco, The CFO Alliance
Location: Exchange Room (Floor 11)

The CFO position has moved well beyond the domain of pure financial oversight and the numbers. The modern CFO is expected to be heavily involved not only in finance, but also in operations, sales, marketing, HR and risk management. This session will examine the keys to CFO success in 2019, including operational improvement, efficient ways of communicating finance data to the rest of the organization, staying on top of technology trends, and more.






Advanced Communication Techniques for Top Professionals
Dr. Kerry Johnson
Location: Burnham Room (Floor 8)

Effective communication skills are essential for any HR professional. From recruiting to retaining, performance development to performance improvement, HR professionals must communicate a variety of messages in a variety of ways to a variety of people in the dealership. This session will cover advanced techniques that you can use in your role as an HR professional, including:

  • How to determine someone’s thought mode in 30 seconds

  • How to communicate the way your listener thinks

  • The three best and worst colors you can use to influence people

  • How to determine when people are telling the truth

3:45 pm - 4:45 pm

HR for the Finance Professional
Michael Airdo, Kopon Airdo LLC
Location: Exchange Room (Floor 11)

Become a more well-rounded finance professional by enhancing your understanding of the complex world of human resources management. This presentation by AED’s General Counsel is focused on introducing key human resources terms and concepts, and providing guidance to help you and your dealership find ways to increase profitability through human capital. Topics will include employees as a source of liability, risk management tools, pre- and post-employment considerations, and practical employer tips. 





Women Mean Business: Keys to Recruiting and Developing Women in the Dealership
Alexis Gladstone, The Chatfield Group
Location: Burnham Room (Floor 8)

Don’t be fooled by the title, this is not a women-only presentation. It’s about the bottom line. A variety of studies show the positive impact of having women in your organization, from sales and leadership, all the way to the boardroom.

So men, are you doing enough to attract and develop women in your organization? And women, are the men in your organization doing enough to champion and develop you and your female peers?

This session will examine how having a strong representation of women on your team can affect your bottom line. Attendees will be able to develop their own action plans for strengthening their dealerships with an increased focus on attracting, developing and championing the women in the business.

4:45 pm - 5:00 pm


Sponsored by:

5:00 pm - 6:00 pm

Leading the Charge Toward Digitization and Automation
Nick Araco, The CFO Alliance
Location: Exchange Room (Floor 11)

As finance and operations continue to converge, automation and efficiency are key focus areas for CFOs. Technology is changing the way business is conducted across the dealership, and CFOs are leading this effort. This session will examine best practices for CFOs to automate finance and leverage the power of data to effectively unlock competitive advantages and build a culture of continuous improvement.











Let's Get Engaged: Building a Workplace Experience Your Employees Will Love
Gregory Tall, The Gregory Tall Company
Location: Burnham Room (Floor 8)

Is your dealership ready to create a culture where your employees become committed partners in the business? The good news is that you can build employee engagement without spending tons of money or offering lavish perks. This session will teach you about the four things your organization absolutely must deliver to move from employee satisfaction to employee engagement. It will focus on how employee engagement is s strategic advantage and discuss the business case for creating an exceptional employee experience.

You’ll learn:

  • How employee engagement differs from employee satisfaction and why engagement is better

  • How employee engagement supports the organizational mission and drives outcomes

  • How to integrate an exceptional employee experience into the ethos of your dealership

6:00 pm - 7:00 pm

Evening Reception
Location: Tower Lounge (Floor 32)

Sponsored by:

Friday, April 26
8:00 am - 9:00 am Breakfast
Location: MJ Steakhouse (Floor 2)
9:00 am - 10:00 am

Win The Applicant Economy
Adam Robinson, Hireology
Location: Exchange Room (Floor 11)

The past decade has seen unemployment hitting record highs and all-time lows, completely reshaping the landscape for consumers and dealers alike. Those who managed to thrive all point to one key success factor: their people. This session walks through the Applicant Economy – and why top performers will always be in demand to drive your business results.

Key Objectives:

  • How the equipment distribution landscape has dramatically changed since 2008, and why this impacts today’s workforce
  • Why focusing on labor pool target markets matter, and how “time for money” employees won’t drive results
  • What kind of applicant experience today’s most in-demand employees expect – and how to cater to them
10:00 am - 10:15 am


Sponsored by:

10:15 am - 11:30 am

Taking the Cost of Doing Business to the Next Level
Dick Stewart, Stewart Consulting
Location: Exchange Room (Floor 11)

The AED Cost of Doing Business Report is a substantial tool for dealers to benchmark their operating results against peers. Beyond the benchmarking opportunities, meta-analysis of the report provides insights to strategic trends. This session provides a roadmap to utilization of the report and important trends evident in the data.

Roundtable Discussion
Location: Burnham Room (Floor 8)

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


11:30 am - 12:30 pm

How to Stay on Top of Your Game When You're at (Or Near) the Top of the Org Chart
Marc Johnson, KCoe Isom
Location: Exchange Room (Floor 11)

How do you know you are making the best decisions for your dealership? Where do you get your information? How do you vet your sources? What should you be reading or watching? Is there really any such thing as a best practice or a key performance indicator?

When you are at or near the top of the org. chart it is not only lonely, it is scary that so many people are relying on you to be on top of your game and make faultless decisions.

In this session, expert consultants in the equipment dealership industry who have worked with dozens of dealerships will guide you through an interactive session with other dealer principals on how to stay on top of your game when it comes to these areas.

The Benefits of Employee Wellness
Dr. Michael Moses, Arlington Pain & Rehab
Location: Burnham Room (Floor 8)

Workplace wellness is one way to invest in your people and lower your healthcare costs. In this session, take a journey into the science of nutrition, sleep, musculoskeletal pain, holistic stress reduction and its effects on your team. 









Please note that not every floor in the hotel contains both a men's and women's restroom. Floor 11, where the general session and finance sessions are taking place, has both, floor 2 for breakfast and lunch has both, and floor 8, where the HR sessions are taking place, has only a men's restroom (the closest women's restroom is on floor 7).


Conference App

How to download the app today:

1. Search “Eventpedia” in the App Store or Google Play store to download the app. If you have already downloaded the app, move to step three.

2. Once you have downloaded the “Eventpedia” app you will have access to the “2019 Financial/HR Symposium” information.

3. “2019 Financial/HR Symposium” will appear on the home screen of the app. If it does not, simply search “2019 Financial/HR Symposium” in the search bar.

4. Download the content of the app by pressing the “arrow” icon in the right hand corner.

Sponsored by:


Conference Notebooks

Sponsored by:



Attendees (as of 4/16/2019)

First Name Last Name Company City State
Larry Rutz 4 Rivers Equipment, LLC Greeley CO
Lori Snider 4 Rivers Equipment, LLC Greeley CO
Carrie Davids Admar Supply Co., Inc. Rochester NY
Larry Keeley Admar Supply Co., Inc. Rochester NY
Edgar Chavez Allu Group East Brunswick NJ
Brian Dolewski Arachas Group, LLC Bartlett IL
Jon 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
Stephanie Farley Berry Companies, Inc. Wichita KS
Angel Giamartino Bobcat of Central New York East Syracuse NY
Michael Brennan Bramco, Inc. Prospect KY
JJ Lancaster Brandeis Machinery & Supply Co. Louisville KY
Joe Bush Century Equipment Co. Salt Lake City UT
Marion Markle Century Equipment Co. Salt Lake City UT
Steven Luken Chadwick-BaRoss Inc. Westbrook ME
Cindy Stafford Company Wrench Carroll OH
Theresa Daugherty Company Wrench Carroll OH
Scott Carpenter Company Wrench Carroll OH
Dan Salerno DigitalChalk Asheville NC
John Andersen e-Emphasys Technologies Inc. Cary NC
William Bayer e-Emphasys Technologies Inc. Cary NC
Jamie Govey Equipment Corporation of America Coraopolis PA
Eric Shiring Equipment Corporation of America Coraopolis PA
David  Hyland Equipment Corporation of America Coraopolis PA
Fabrizio Bastone FAE USA, Inc. Flowery Branch GA
Jason Zeibert Finkbiner Equipment Co., Subsidiary of American State Equipment Burr Ridge IL
Barton Montgomery Flagler Construction Equipment, LLC Tampa FL
Curtis Ouellette Frank Martin Sons, Inc. Madison ME
Alexis Daigle Frank Martin Sons, Inc. Madison ME
Katie Reed Groff Tractor & Equipment, Inc. Mechanicsburg PA
Melissa Graham Hawkins-Graves, Inc. Lynchburg VA
Gus Wilson Heavy Machines, Inc. Memphis TN
Lindsay Seal Highway Equipment Company Pittsburgh PA
Stephanie Robinson Illinois Truck & Equipment Co., Inc. Morris IL
Mark Arnett Interstate Billing Service Decatur AL
Keith Budd Interstate Billing Service Decatur AL
Tricia Harvey Jesco Inc. South Plainfield NJ
Jay Lucas Jordan-Sitter Associates San Antonio TX
Ryan Wilson KCoe Isom, LLP Lenexa KS
Marc Johnson KCoe Isom, LLP Lenexa KS
Danielle McCormick KCoe People Loveland CO
Justin Young Kirby-Smith Machinery, Inc. Edmond OK
Seth McColley Kirby-Smith Machinery, Inc. Oklahoma City OK
Phil Belcher Kirby-Smith Machinery, Inc. Oklahoma City OK
Erin Palmer Leppo Group, Inc. Kent OH
Polly Vanvalkenburg Linder Industrial Machinery Company Plant City FL
Bill Vandelinde Marshall Machinery, Inc. Honesdale PA
Dawn Delaplaine McClung-Logan Equipment Co. Baltimore MD
Kristin McNees McClung-Logan Equipment Co. Baltimore MD
Michael Ribich Merrill Lynch Chicago IL
Mary Beth Yeager Miller-Bradford & Risberg, Inc. Sussex WI
Sheila Robak Miller-Bradford & Risberg, Inc. Sussex WI
Sylvia Costilla M-L Holdings Company Denver CO
Stephen Seminack Modern Group Ltd. Bristol PA
Christine Vieira Monroe Tractor & Implement Co., Inc. Henrietta NY
Emily  Ross Power-Equipment Co. Denver CO
Rob Teas ProAct, Inc. East Syracuse NY
Erison Rodriguez ProAct, Inc. East Syracuse NY
Michael Newman Randall-Reilly Tuscaloosa AL
Sue Fisher Rexco Equipment, Inc. Cedar Rapids IA
Scott Eggleston Roland Machinery Co. Springfield IL
Eric Stiles Sentry Insurance Company Stevens Point WI
Joanna Verastegui Sonsray Machinery Torrance CA 
Mark Hicken Sonsray Machinery Santa Fe Springs CA
Rick Rush Star Equipment, Ltd. Des Moines IA
Brandon Jones Stribling Equipment, LLC Richland MS
Chad Ogdahl Swanston Equipment Corporation Fargo ND
Jason Long Thompson Tractor Co., Inc. Birmingham AL
Kyle Mullane Tracey Road Equipment Inc. East Syracuse NY
Peter Blasioli Tracey Road Equipment Inc. East Syracuse NY
Todd Wilkison TranSource Truck & Equipment Sioux Falls SD
Anna Protsenko Triad Machinery, Inc. Portland OR
Tina Stoess Triad Machinery, Inc. Portland OR
Lisa Jones Vermeer MidSouth, Inc. Cordova TN
Shawn Beyer Vermeer MidSouth, Inc. Cordova TN
Patrick Roesler Vermeer Midwest Goodfield IL
Andrea Noel Vermeer Midwest Goodfield IL
Ron Kirby Vermeer Texas-Louisiana Irving TX
Monica Haught Vermeer Texas-Louisiana Irving TX
Jennifer Snow West Side Tractor Sales Co. Naperville IL


What else can you expect from the Financial/HR Symposium? View below to find out!


Thank you to all our Financial/HR Symposium Sponsors!

Gold Sponsors:



Silver Sponsors:




Bronze Sponsors:


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 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 Feb 16, 2019.
Regular registration starts on Feb 17, 2019 and ends on Mar 30, 2019.
Late registration starts on Mar 31, 2019.
(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