Financial/HR Symposium

Financial/HR Symposium

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.

More Info:
Are you planning on bringing a spouse, family member, or guest to San Jose with you? If they would like to join us for meals and evening receptions, but not participate in the conference, please register them as a guest at the rate of $400.

Details:
April 18 – 20
Signia by Hilton San Jose
170 S. Market St.
San Jose, CA 95113


Early Registration: $1025
Regular Registration: $1125
Late Registration: $1225

Save now and register early!

Register Now Book Your Stay Sponsors

2023 Platinum Sponsor:

Agenda:

TimeSession Title/SpeakerSession Title/Speaker
Tuesday, April 18FinanceHR
4:00 pm - 5:00 pmRegistrationRegistration
5:00 pm - 6:30 pmWelcome ReceptionWelcome Reception
Wednesday, April 19
8:00 am - 8:45 amBreakfast & RegistrationBreakfast & Registration
8:45 am - 9:00 amWelcome & AnnouncementsWelcome & Announcements
9:00 am - 10:15 amLiar Liar Pants on Fire
Traci Brown
Liar Liar Pants on Fire
Traci Brown
10:15 am - 10:30 amBREAKBREAK
10:30 am - 11:30 amEnforcing Liens and Building Efficiencies in Your Credit Department
Patrick Hogan
Handle
Developing a Successful Talent Strategy
Justin Hubbard
The Richmond Group
11:30 am - 12:30 pmMaximizing Dealer Profits Through Spend Management
Jennifer Albright
Spend Right Consulting
Mental Health is a Choice: Creating a Healthy Relationship with Success
Joe Jordan
Jordan Development, Inc.
12:30 pm - 1:30 pmLUNCHLUNCH
1:30 pm - 2:45 pmYear of the Rabbit: Tortoise or Hare?
Chris Kuehl
Armada CI
Year of the Rabbit: Tortoise or Hare?
Chris Kuehl
Armada CI
2:45 pm - 3:00 pmBREAKBREAK
3:00 pm - 4:00 pmImprove Old School Workflows with New School Tech
Cindy Novak
FileInvite
Does Your Dealership Need a Recruiter? (Panel)
4:00 pm - 5:00 pmCustomer Profit Analysis: A Path to Increased Growth & Profit
Jim Henderson
Machinery Advisors Consortium
Roundtable Session
5:00 pm - 6:00 pmEvening Reception
Sponsored by Sentry
Evening Reception
Sponsored by Sentry
Thursday, April 20
8:00 am - 8:45 amBreakfastBreakfast
8:45 am - 9:45 amFacing Leadership Challenges in a Rapidly Changing Environment
Craig Haigh
Haigh Solutions LLC
Facing Leadership Challenges in a Rapidly Changing Environment
Craig Haigh
Haigh Solutions LLC
9:45 am - 10:00 amBREAKBREAK
10:00 am - 11:00 amHow Do You Know When you Have a Cash Flow & Credit Problem?
Eric Ortner
Handle
2023 Employment Law Updates
Michael Airdo
11:00 am - 12:00 pmCybersecurity & Liability InsuranceLessons Learned: Don't Poison the Well
Marvin Kramer

Session Descriptions:

SHARED SESSIONS

Liar Liar Pants on Fire
Traci Brown
“Two Truths and a Lie” is a fun game unless you don’t know you’re playing. You haven’t realized it, but in business, you’re playing everyday…and you’re losing.
Discover how to win the game with clients, your boss, your team, and your prospects. Protect your hard-earned profits and catch would-be fraudsters before they can take away everything you’ve worked for.
In this fast-paced keynote, you’ll discover how to use a 9-point fraud spotting system to separate the lies from the truth, so you don’t innocently step into a business, life, or reputation-destroying event.

Year of the Rabbit: Tortoise or Hare?
Chris Kuehl
Armada CI
The mood started to brighten at the start of the year as inflation eased in some sectors. Did this progress continue? Is the threat of recession reduced? What can be expected for the rest of the year? Is there yet another “black swan” to contend with or is this the year that some semblance of normal begins to emerge?
This economic outlook will cover key elements of the national economy, including prospects for the construction industry in 2023 and beyond.

Facing Leadership Challenges In a Rapidly Changing Environment
Craig Haigh
Haigh Solutions

Change is inevitable, but given the dramatic increase in the rate of change in the industry over the last few years, we all need to adapt or be left behind. This session addresses the dangers of leadership in a rapidly changing environment and how to effectively lead through through technical and adaptive challenges. Attendees will be presented with solutions for creating a culture where team members assume the weight of responsibility to tackle the issues they are faced with while keeping the blinders off in a constantly revolving world.

FINANCE SESSIONS

How Do You Know When You Have a Cash Flow & Credit Problem?
With the economy shifting and uncertain times ahead, certain metrics are crucial. Data is only as good as the action that results from it. This session will cover reporting that you can use to identify problems before they occur, as well as the metrics that are most meaningful to credit and finance departments in the equipment lessor world.
Content includes:
• What are the best credit departments in the world doing when it comes to reporting? What are they looking at?
• What to do when you identify the trend
• What metrics are most meaningful and why

Improve Old School Workflows with New School Tech
Cindy Novak
FileInvite
Do manual processes slow your team down? Are you constantly chasing customers for due diligence items? Are you confident in the measures you’re taking to protect your customers’ personal information?

In this session, we will discuss how to automate internal workflows to bolster security, enhance your customer experience, and empower your team. By freeing your staff of manual tasks, you can shift their focus to more revenue generating activities, ultimately improving your bottom line.

Customer Profit Analysis: A Path to Increased Growth & Profit
Jim Henderson
Machinery Advisors Consortium

In this session, you will learn the importance of analyzing your revenue and profit streams by customer. You will identify your most profitable customers, as well as those that are least profitable or even result in losses. You will gain insights into whether your dealership invests enough time and effort in keeping and winning your most profitable customers, or if too much time is spent on unprofitable ones – in both aftermarket work and in sales efforts.

Furthermore, you will discover actionable steps that you can take to get, and keep, more of your most profitable customers as well as exploring strategies for turning unprofitable customers into profitable ones. As a bonus, you’ll see how other recurring revenue businesses look at customer value, customer acquisition cost, and customer churn in their business and financial planning.

Maximizing Dealer Profits Through Spend Management
Jennifer Albright
Spend Right Consulting
This session provides an overview of the bottom line benefits of effectively managing spend and the concrete steps that dealers can take in order to realize those benefits. Based on industry research, a dealer can annually expect to save 1% of gross sales through spend management – for our dealers, this means anywhere from a $250K-$20M direct impact to the bottom line. Implementing these steps can also help soften the blow the next time we see an economic downturn, heaven forbid a pandemic, or even just seasonal ups and downs.

Enforcing Liens and Building Efficiencies in Your Credit Department
In this session, attendees will learn best practices for ensuring the finance department is securing and maintaining payment and lien rights at all times. From preliminary notice best practices to verifying owner and GC information while adhering to state required deadlines, this session will lay out how the best in the industry are tackling these issues.
Content includes:
• Why notices are so important for equipment lessors and dealers
• Optimizing notice processes
• Collection and late payment trends
• What you need to do to actually enforce the lien and maintain payment rights

Cybersecurity & Liability Insurance
Kevin Landers
rocketwise, inc.

HR SESSIONS

Developing a Successful Talent Strategy
Justin Hubbard
The Richmond Group
It’s no secret that the industry is experiencing one of the most challenging labor markets to date. This session will discuss the importance and value of a defined talent strategy and lay out the steps and concepts that will better position your company to attract and hire the right people to drive your business forward.

Attendees will learn:
• What is a talent strategy?
• Current hiring trends
• Evaluating your hiring process
• Talent acquisition strategy
• Candidate perceptions
• Employer brand value

Mental Health is a Choice: Creating a Healthy Relationship with Success
Joe Jordan
Jordan Development, Inc.
HR professionals immersed in helping others achieve better outcomes easily ignore the interiors of their own lives. A well-intentioned commitment to maximize human capital can leave a human resources leader emotionally overdrawn. We can’t eliminate the pressures of life and work. We can respond to those pressures by building an equalizing force.
This interactive and engaging session helps HR leaders evaluate the stories that got them where they are and find new ways to write the stories they want for the present and the future. It will focus on three decisive actions a leader can take to improve personal mental health, drawing from the speaker’s personal and sometimes difficult journey to develop habits of positive, lasting, mental health while working in high-stress, rapidly evolving, and results-driven organizations.

Does Your Dealership Need a Recruiter? (Panel)
Hiring a recruiting professional has the potential to be the turning point in streamlining your hiring strategy and process. As talent becomes more and more difficult to secure (in all areas of the dealership, but especially techs), it could take a dedicated resource to find and recruit the best candidates for your team. Hear from a panel of dealership recruiters on recruiting best practices, what to look for in a recruiter, and how having a dedicated recruiter can save time and money, secure top talent, and enhance retention.

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

2023 Employment Law Updates
Michael Airdo
Airdo Werwas, LLC
AED’s General Counsel Michael Airdo will lead this session and review specific 2023 federal, state, and local labor and employment changes as well as national trends. With such a fragmented network of different labor and employment laws to know and comply with, it’s a wonder we ever get anything else done. The only true constant is that these laws are always changing and 2023 is no different. Because legislators often “copy” and “paste” straight from other jurisdictions for their “new” laws, knowing what’s going on around the country can help prepare you for what may be coming next in your jurisdiction.

Lessons Learned: Don’t Poison the Well
Marvin Kramer
When Deputy Chief Marvin Kramer was a blue shirt, he embraced the fire service, its culture, its traditions, and its unity. As he worked his way through management, he never wanted to lose his zest for the job. He believed he could motivate firefighters with a positive attitude and the knowledge he gleaned along the way.
In this session, hear about his lessons learned in promoting a positive workforce while recognizing, preventing, and expelling toxicity in the organization.

Hotel Information

Signia by Hilton San Jose
170 S Market Street
San Jose, California 95113

Room Rate: $299+tax

Book By: March 27, 2023
Cancellation Policy: Individual guestroom reservations must be cancelled at least 48 hours prior to arrival. Any rooms cancelled for any reason less than 48 hours in advance will incur a cancellation fee equal to one night’s room rate plus applicable tax.

Book Your Stay

Call-In Reservations: 1-800-445-8667


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  

Interesting in Sponsoring the Financial/HR Symposium?

The AED 2023 Financial/HR Symposium is expected to have approximately 75 of the leading CFO and HR managers from our dealer members discussing the latest challenges and solutions to financial and HR issues that directly impact equipment distribution.

This event provides an excellent opportunity to connect directly with this crucial demographic for your business.

Event dates: Wednesday April 18th to Thursday April 20nd, 2022
Event location: Signia by Hilton San Jose, 170 S. Market St., San Jose, CA 95113

The 2022 distributor attendees for this event were from companies that represented:
• Over $4bil in annual sales revenue
• Over 9400 employees
• Over 370 locations
• Common job titles of CFO, Controller, VP Finance, VP Operations, HR Manager

This event represents an excellent opportunity to promote your company and support the leading association in North America for equipment dealers. All sponsors will receive an electronic version of the registration list by two weeks before the event and will receive a final registration list after the event. The registration list will include all attendees’ names, titles, mailing addresses, and phone numbers. The list will also include e-mail addresses for attendees who opt-in to external communications during registration.
______________________________________________________________________________________________________________________________________
1. Platinum Keynote Sponsor: $5,000 (exclusive)
The Keynote Presentation Sponsor will be offered the opportunity to introduce the keynote speaker at dual sessions for both the financial track and HR track attendees. Keynote Presentation will be held twice at different times for the Finance and HR track attendees.

The sponsor will be provided the opportunity to give a brief (3 to 5-minute overview of their company, including slides, before introducing the speaker each time the keynote is presented during the Finance and HR track sessions. This sponsor will also be provided with two complementary registrations for Symposium (a $1790 value).

2. Gold Event Sponsor – Evening Reception: $3,500 (exclusive)
The sponsor for this event on Wednesday, April 19th, will have signage, including cocktails and heavy hors d’oeuvres. Sponsors can provide napkins with the company logo to be used at the event. The sponsor will be allowed to host a door prize giveaway during the event (prize to be provided by sponsor). AED staff will introduce the sponsor at the reception, and the sponsor will be provided the opportunity to address the attendees with a brief (3 to 5 minute) welcome if desired. This sponsor will receive one complimentary Symposium registration (an $895 value).

3. Gold Event Sponsor – Conference Luncheon: $3,500 (exclusive)
On Wednesday, April 19th, the lunch sponsor will have their company logo displayed at the event. In addition, the sponsor will have signage at the buffet and on the lunch tables. AED staff will introduce the sponsor at the luncheon, and the sponsor will be provided the opportunity to address the attendees with a brief (3 to 5 minute) welcome if desired. This sponsor will also receive one complementary Symposium registration (an $895 value).

4. Silver Event Sponsor – Conference Breakfast: $2,500 (exclusive)
The sponsor for this event on Wednesday, April 19th, will have signage at the breakfast buffet station and signage at each breakfast table. The sponsor will be introduced by AED to the attendees at the start of the General Sessions in both tracks.

5. Silver Event Sponsor – Welcome Reception: $2,500 (exclusive)
The sponsor for this event, Tuesday, April 18th, will have signage at the opening cocktail reception, which will include cocktails and light hors d’oeuvres. Sponsors can provide napkins with the company logo to be used at the event. The sponsor will be introduced by AED to the attendees during the Welcome Reception.

6. Silver Event Sponsor – Conference Breaks: $2,500 (exclusive)
Spaced at convenient times during the conference schedule, these breaks are a good opportunity for attendees to learn about the sponsor’s service or product. The sponsor will be recognized with signage at the break areas. The sponsor will also have the option to provide a logo item for the refreshment area (not included). Sponsor will be introduced by AED to the attendees during both tracks before the first scheduled break.

7. Silver Item Sponsor – Conference App: $2,500 (exclusive)
The sponsor for the Conference App will have their logo displayed in the conference app on the splash page and lower banner throughout the conference. The sponsor will also have a featured sponsor listing in app along with a custom sponsor logo module linking to the sponsors website. The sponsor will be introduced by AED to the attendees during both General Sessions.

8. Bronze Item Sponsor – Conference Notepads: $1,500 (exclusive)
Brand your company name/logo on notebooks for distribution at the general session. These are very popular items that attendees take back with them to use at the office. Notepads will be provided by AED and are included in the cost of the sponsorship. Note pads will include the company logo on the cover and at the bottom of each page. Notepads can also include a company ad/information in the inside front cover. Sponsor can provide logo’s pens as well in addition to the note pads, if desired (not included). Sponsor will be introduced by AED to the attendees during both General Sessions.

9. Bronze Item Sponsor – Conference Pocket Schedule: $1,500 (exclusive)
Brand your company name/logo on pocket schedule that will be included in the lanyards. The pocket schedule will include the company logo on the cover can include a company ad/information in the inside front cover. Sponsor will be introduced by AED to the attendees during both General Sessions.

NOTE: All Sponsors will be provided the opportunity to provide company literature to be displayed on the sponsor table outside the general session room next to the registration desk.

 

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