KSM and McLeod Software Transportation Accounting & Finance Conference 2021

May 4-6, 2021
11:00 AM - 1:00 PM ET each day

Make plans to attend our annual Transportation Accounting & Finance Conference for professionals of transportation providers. McLeod Software is pleased to once again partner with Katz, Sapper & Miller on the conference.

Register today!
Cost to attend: $195

Attendees can earn 6 hours of CPE Credits for attending the conference.

Register Now

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.


Keynote Presentation: Economic Outlook and State of the Trucking Industry

  • Presented by Bob Costello, Chief Economist and Senior Vice President of the American Trucking Associations (ATA)

Our keynote speaker will provide an in-depth picture of the economic outlook for the trucking industry in 2021.

Monthly Financial Reporting Process Best Practices

  • Presented by
    Zach Sauder, Director, Katz, Sapper & Miller
    Tina Cape, Director, Katz, Sapper & Miller

This session will provide insights into best practices related to the monthly financial reporting process, including considerations of general ledger account reconciliations and internal controls.

M&A Update: Current Market Conditions and Associated Legal and Tax Considerations

  • Presented by 
    Randy Hooper, Partner, Katz, Sapper & Miller
    W. Todd Metzger, Partner, Scopelitis, Garvin, Light, Hanson & Feary

2020 provided buyers/sellers of transportation companies with unique opportunities and challenges. We will review 2020 results, provide guidance with respect to the 2021 M&A market, and discuss associated legal/tax considerations that all transportation companies should be aware of for the coming year.  

Mergers & Acquisitions Accounting Considerations

  • Presented by Mike Wipper, Director, Katz, Sapper & Miller

Accounting for business combinations can be complex and time consuming. This discussion will highlight various purchase accounting and net working capital considerations and provide best practices on how to tackle this technical and complex exercise.  

Employee Retention Credit Update

  • Presented by Nathan Potter, Director, Katz, Sapper & Miller 

The expansion of the Employee Retention Credit (ERC) under The American Rescue Plan Act (ARP) has increased carriers’ potential to qualify for this benefit throughout 2021. The ERC expansion could result in substantial credits for carriers that qualify. Our discussion will highlight the provisions of the ARP and focus on how transportation companies can take advantage of this credit.  

Potential Tax Law Changes Under the New Administration

  • Presented by Troy Hogan, Partner, Katz, Sapper & Miller

A new administration brings potential tax law changes that could greatly impact the transportation industry. This session will outline and discuss the potential changes that may affect carriers and logistics companies in 2021 and beyond.

Beyond the Nuclear Verdict: Best Practices to Defeat Legal Challenges to the Corporate Structure

  • Presented by
    W. Todd Metzger, Partner, Scopelitis, Garvin, Light, Hanson & Feary
    Tom Schulte, Partner, Scopelitis, Garvin, Light, Hanson & Feary
    Katie Feary-Gardner, Partner, Scopelitis, Garvin, Light, Hanson & Feary

The battle related to nuclear verdicts has advanced to include challenges to corporate structure. We will review current plaintiff strategies, provide guidance with respect to recommended structure, and discuss best practices for maintaining and reviewing the structure in light of the current highway accident litigation environment.

Lease Accounting Standard Update

  • Presented by Zee Malik, Director, Katz, Sapper & Miller 

With the January 1, 2022 implementation date (for private companies) for ASC 842- Leases looming, it is imperative that trucking companies are prepared to implement this new lease accounting standard as it may have a significant impact on their balance sheet and bank covenants. This presentation will provide an overview of lease accounting and discuss transition and planning considerations as well as implementation and related disclosures.  

Cybersecurity, A Practical Checklist

  • Presented by Ben Barnes, Chief Information Security Officer, McLeod Software

Ben will briefly recount where we are with respect the most recent wave of criminal attacks and the most common cyber security vulnerabilities. He will offer, what are now, some almost mandatory best practices to protect your company.

Avoid the Trucker’s Paradox; Engineer Your Freight Network Before the Good Times Run Out

  • Presented by Jordan Nelson, Analyst, KSM Transport Advisors

In the current rate environment, the power of having choices about what freight to haul provides the opportunity to engineer a more profitable freight network. The shippers (and brokers) you choose when capacity is tight will determine your ability to survive economic downturns and thrive when others are struggling.

Responding to Market Rates with Data Science And Deeper Analytics

  • Presented by Criss Wilson, Data Scientist, McLeod Software

While many aggregated sources of trucking industry market rates are available to today, it pays to take a deeper dive and understand market pricing trends using analytics. From spot quotes to bids, how can you to help the people in your organization who make pricing decisions to make the best decision they can, every time, every day?

Contact McLeod Software Today