UC2018 Sessions for Financial Professionals

New Products

McLeod IQ Update

McLeod IQ is the most powerful business intelligence solution in the transportation industry and one of McLeod’s fastest growing products. Learn about the new financial analysis module and other recent enhancements in the 2018 release.

Product Idea Exchange

Accounting Idea Exchange

In this session, the financial professionals from our current customers are invited to share their ideas for improving and expanding the system.

Operations Excellence Process Management Sessions

Advanced Use of Rating and FSC

Our trainers will show you how to set up and make the best use of the McLeod Autorating engine and fuel surcharge.


Automating Your Back Office Part I: Billing, Settlements and AutoBilling

In the first of this two-session series on automating the back office, we will explore the current level of business process automation that companies are applying to the work, including the new autobilling capabilities.


Automating your Back Office Part II: Accelerate Your Billing, Manage Exceptions, and Manage Your Collections Process

Continuing the focus on back office processes, we will look at ways in which companies are accelerating their billing process, accelerating the resolution of exceptions, then proactively managing the collections process by incorporating business process automation.


Best Practices for Bringing New Employees Up to Speed

Learn how to bring new employees, who will be McLeod system users, up to speed and make them productive faster. In this session, we will share some tips that have proven successful.

Product Education Sessions

Reporting with McLeod IQ

McLeod IQ, our new data warehouse and Business Intelligence solution, is the easiest tool McLeod customers have ever had for custom reporting and analysis. Learn how it works and check out all of the possibilities it presents.


Setting Up Revenue and Expense Allocation

Learn how to set up Revenue and Expense Allocation in your McLeod system, and how it can be used in reporting.


Tax Reporting

In this session, you will learn the best ways to accomplish your full range of tax reporting tasks.


Using FlowLogix to Build Your Own Business Process Automation Solutions

McLeod FlowLogix, when purchased with the editor, is a powerful tool that both carriers and brokers can use to build their own Business Process Automation and workflow solutions. Several McLeod customers will share how they have done this and their lessons learned along the way.

Business Process & Industry Issue Sessions

Asset Management and Tax Strategies

An expert panel will discuss asset management and tax strategies, especially what has changed in 2018 because of changes in the law and the tax code.


How to Measure and Evaluate Employees

McLeod customer Jim Becker of Becker Logistics will share his approach to measuring and evaluating employees. Get some new ideas about ways to measure performance and motivate!


Accounting for Leases

The new lease accounting standards may change your financials and future decisions. In this session, our panel of experts will discuss these major changes and their broad impact.


Using Lane Analysis, Customer Analysis, and Profitability Analysis to Influence Your Strategic and Tactical Decisions

Are you serving the right customers? How do you know? Several McLeod customers will share how using Lane and Profitability Analysis drives their choices.

The Future of Trucking Sessions

Blockchain: Understanding What It Is

We will take the non-technical person through the basics of what blockchain is, what it is not, and how we see it emerging in our industry. If you don't understand Blockchain today, but want to, come to this session!


Blockchain: Where We are Headed

McLeod's Ken Craig, co-founder of the Blockchain in Transport Alliance (BiTA), and members of the BiTA staff will bring you up to date on the organization's efforts and progress in creating blockchain standards for the trucking industry.

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