McLeod CFO Conference
McLeod Software is hosting our 2nd annual conference for Chief Financial Officers of transportation providers. This event will be held in Nashville, TN on Tuesday, July 24, 2018 at The Westin Nashville from 7:30 AM to 3:00 PM. Breakfast, lunch and refreshments will be provided.
Offering a cast of prominent industry speakers from both carrier and logistics companies, come hear Bob Costello, Chief Economist for the American Trucking Associations, along with some of the best financial, accounting, legal, and banking professionals in the transportation industry.
Registration for the conference is limited to financial professionals who work for transportation providers, including trucking companies or brokerage/3PL companies. All other registrations will be declined or refunded.
- State of the Industry - Keynote by Bob Costello
- Blockchain in Trucking
- Mergers & Acquisitions, Technology Integration, Merging Accounting and Your Acquisition Checklist
- Tax Update, Important Considerations for Transportation Companies in 2018
- The Changing Face of Payment Systems in Transportation: Payment Security and Mobile Payments
- Carriers: How Accounting Can Support Operations
- Brokers: How Accounting Can Help Measure Shippers and Carriers
- Carriers: Underwriting, How Banks Benchmark Your Business
- Brokers: Underwriting, How Banks Benchmark Your Business
- GAAP Reporting 2018
Keynote: Bob Costello
Chief Economist and Senior Vice President, American Trucking Associations
Bob manages all of ATA’s collection, analysis and dissemination of trucking economic information, regularly producing reports pertaining to trucking economic activity. Bob also conducts economic analyses of proposed regulations and legislation affecting the trucking industry and is often cited in the news media.
CEO and Founder of TransRisk
Craig Fuller is the CEO and Founder of the first trucking financial contract and information service provider. TransRisk seeks to help shippers, carriers, and 3PLs have more visibility in the trucking marketplace by developing products that offer transparency and risk management solutions. FreightWaves, a wholly-owned subsidiary of TransRisk is the fastest growing media news site in the trucking industry.
CEO, Triumph Business Capital
Steve is a 4th generation trucker, has an MBA from the University of Michigan and over 30 years’ experience in commercial finance. He is CEO of Triumph Business Capital, a leading provider of factoring and payment processing services (TriumphPay.com) and an operating subsidiary of Triumph Bancorp, Inc. (Nasdaq: TBK), a financial holding company with diversified lines of community banking and commercial finance.
Director in Katz, Sapper & Miller’s Transportation Services Group
Troy counsels clients in a wide variety of accounting, tax, and business matters, including those specific to the transportation industry. He has extensive experience in tax planning and structuring, tax compliance, financial statement analysis, and representation and advocacy in a variety of IRS matters.
Director in Katz, Sapper & Miller’s Transportation Services Group
Randy advises clients regarding corporate structure and strategic tax planning, and provides general business guidance. His expertise includes operational analysis, business projections, and advocacy in IRS matters and he has significant experience assisting clients through growth and restructuring.
Chief Financial Officer at Action Resources
Ryan helps to drive results across Action’s five business verticals. His experience at Action includes weekly and monthly financial reporting and analysis, the re-capitalization of the business, diligence and integration of multiple acquisitions, strategic and long term financial modeling, monthly consolidation and financial reporting to lending institutions, ABL lending facility and liquidity management as well as the selection and implementation of financial reporting software for the Enterprise.
President D&S Factors (Truckstop.com)
Diana holds a Bachelor of Science in Education and an MBA. After completing her master’s program in 2005, she took a position as the President of D&S Factors in Fruitland, Idaho. Diana has also started two additional factoring companies, Treasure Valley Factors and Pavestone Capital and has been instrumental in building and designing LoadPay, a new Truckstop.com product.
Senior Vice President, IBERIABANK
Scott has over 25 years' experience in equipment financing/leasing and manages IBERIA Corporate Asset Finance, the equipment finance division of IBERIABANK. IBERIABANK, a subsidiary of IBERIABANK Corporation (Nasdaq: IBKC), was founded in 1887 and serves clients nationwide with offices in Texas, Louisiana, Arkansas, Tennessee, Alabama, Georgia, Florida, South Carolina and North Carolina.
Partner, Scopelitis, Garvin, Light, Hanson & Feary
Ronald Morelock has extensive experience counseling transportation and leasing companies on a broad range of transportation-related tax and regulatory matters, including state and local sales and use tax, income tax nexus, property tax, fuel tax and IRP and IFTA matters. He also has experience with the corporate restructuring of companies in an effort to achieve asset protection and/or sales tax savings.
Angie J. Moss
Senior Vice President and Chief Accounting Officer, Daseke
Angie Moss joined Daseke in 2013 and has over 22 years’ experience in public accounting with national and regional accounting firms. She has also served on the American Institute of Certified Public Accountants (AICPA) committees and on the AICPA Accounting and Review Services Committee, which promulgates standards for accounting and review services. Ms. Moss earned a bachelor of business administration degree from the University of Texas at Arlington, graduating summa cum laude. She is a Certified Public Accountant.
Vice President of Corporate Payments at WEX/EFS
Bob is responsible for business development and growth of corporate B2B payment solutions, and as a 30-year veteran in the payments industry, Sneed has held executive leadership positions with Vendorin, Comdata and EDS. He has used his extensive knowledge and experience in commercial payments to deliver cost savings, process improvement and margin contribution to leading U.S. companies like AvidXchange, Echo Health, Cabela’s, CKE Restaurants, Kinder Morgan, Covenant Transport, Ergon and more.
Space is limited. Please register today!
CPE Credits can be earned for attending the full conference.
There is an optional complimentary reception being held on Monday, July 23rd for conference attendees in The Westin Nashville’s Gulch Ballroom. We hope you and your guest will be able to join us for networking and refreshments.
Ideally situated in the city's lively downtown district, The Westin Nashville provides an aspirational and energetic atmosphere in which to work, relax, and explore.
Attendees are responsible for their own hotel accommodations. When making hotel reservations at the Westin Nashville, identify yourself as a participant of the McLeod CFO Conference for our discounted group rate of $272 per night. This group rate will be honored through July 2nd at 5:00 p.m. Rooms are limited, make your reservations today.
The Westin Nashville
807 Clark Place
Nashville, TN 37203