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.

CPE & SHRM Credits

Up to 8 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:

AED is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CPSM or SHRM-SCPSM recertification activities. This program is valid for 9.5 PDCs for the SHRM- CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit

More Info:
Are you planning on bringing a spouse, family member, or guest to Boston 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 $300.

April 20 – 22
Hyatt Regency Boston
One Avenue de Lafayette
Boston, MA 02111
Hotel Reservations

Room Rate: $265+tax
Reservations book by: March 29, 2022

Early Registration: $925
Regular Registration: $1025
Late Registration: $1125

Save now and register early!

Register Now Book Your Stay Sponsors Sessions


TimeSession Title/SpeakerSession Title/Speaker
Wed, April 20FinanceHR
4:00 pm - 5:00 pmRegistrationRegistration
5:00 pm - 6:30 pmWelcome ReceptionWelcome Reception
Thurs, April 21
8:00 am - 8:45 amBreakfast & RegistrationBreakfast & Registration
8:45 am - 9:00 amWelcome & AnnouncementsWelcome & Announcements
9:00 am - 10:15 amWhy Coaching is the New Leadership
Tim Hagen
Sponsored by HBS Systems
Learn more
Why Coaching is the New Leadership
Tim Hagen
Sponsored by HBS Systems
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10:15 am - 10:30 amBREAKBREAK
10:30 am - 11:30 amTax Legislation in 2022: Uncle Sam Transforms from Uncle Buck to Uncle Scrooge?
Marc Johnson & Clinton Baker
KCoe Isom
Learn more
What's New in '22?
Michael Airdo
Airdo Werwas LLC
Learn more
11:30 am - 12:30 pmA CFO's Guide to Managing a Remote Workforce
Jill Berg
Insight Consulting
Learn more
Becoming an Option "A" Career Path: An Outside the Box Approach to Workforce Development
John Hurd & Sean Fitzgerrel
Learn more
12:30 pm - 1:30 pmLUNCHLUNCH
1:30 pm - 2:45 pmEconomic OutlookEconomic Outlook
2:45 pm - 3:00 pmBREAKBREAK
3:00 pm - 4:00 pmOperating in an Inflationary Environment
Learn more
It Takes All of Us: Tackling Employee Stress and Burnout
Alexis Gladstone
Chatfield Global
Learn more
4:00 pm - 5:00 pmCybersecurity: Whose Responsibility Is It?
Johnny Sanders
BKD Cyber
Learn more
Giving & Receiving Feedback
Jill Berg
Insight Consulting
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5:00 pm - 6:00 pmEvening Reception
Sponsored by Sentry
Evening Reception
Sponsored by Sentry
Friday, April 22
8:00 am - 8:45 amBreakfastBreakfast
8:45 am - 9:45 amSweat the Small Stuff: Creating a Corporate Culture that Rocks
Lisa Ryan
Learn more
Sweat the Small Stuff: Creating a Corporate Culture that Rocks
Lisa Ryan
Learn more
9:45 am - 10:00 amBREAKBREAK
10:00 am - 11:00 amInventory Availability & Its Impact on Your Finances
Learn more
Five Technology Tips to Increasing HR Efficiency
Jessica Stimmel
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11:00 am - 12:00 pmUnderstanding Implementation & Implications of the New Lease Standard
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Rethinking Your Approach to Hiring
Julie Davis
Association of Equipment Manufacturers
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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  


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