KSM and McLeod Software 
Transportation Accounting & Finance Conference 2022

August 2-3, 2022

KSM Conference Center
800 East 96th Street, Indianapolis, IN 46240


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: $250

Conference participants will be eligible to receive up to 9 CPE credits.

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.


7:00 PM

Networking Event - Indianapolis Indians Baseball Game

Join us to watch the Indianapolis Indians play the Louisville Bats! Enjoy food stations, complimentary house wine and draft beer in the Elements Financial Club, Victory Field's social VIP space. Enjoy Indians baseball from behind home plate overlooking a stunning view of downtown Indianapolis.




8:00 - 8:30 AM

Check In & Breakfast

8:30 - 9:30 AM 

Economic & Industry Update

  • Presented by Jack Atkins, Managing Director, Stephens

This presentation will provide an in-depth picture of the economic and trucking industry outlook for 2022-2023.

9:30 - 10:15 AM 

Understanding The Value of Your Transportation Company and Planning Ahead for Business Succession

  • Presented by Mark Flinchum, partner, Andy Manchir, partner, Katz, Sapper & Miller

Learn about the basic factors that go into a business valuation, how they are used to determine an overall company value, and how this information can be used to help with organizational structure and succession planning. The presenters will explore several strategies, focusing on employee ownership through an ESOP plan which can provide unique tax benefits.

10:15 - 10:30 AM 

10:30 - 11:15 AM 

Beyond EBITDA: Measuring the Operational ‘Fit’ for a Target Acquisition

  • Presented by David Roush, president, KSM Transport Advisors; Chris Henry, COO, KSMTA Canada

Learn the reasons why valuing a transportation business primarily on financial attributes can be a recipe for disaster. To properly execute an accretive acquisition, carrier buyers need to know if the freight network of the target carrier is actually complementary to its own network or if it lines up with a pre-defined growth strategy. We will discuss the dangers of proceeding without operational due diligence and how to use FreightMath to remove emotion during the buying process.

11:15 AM - 12:00 PM  

Battling Inflation-Recession: Strategies for Trucking Companies

  • Tim Almack, partner, Katz, Sapper & Miller

Inflation consumes cash, erodes margins and lulls managers into a false sense of security as inflated revenues rise. The KSM team will present strategies that companies should consider implementing in order to emerge from this inflationary period stronger.

12:00 - 1:00 PM  Lunch

1:00 - 2:00 PM 

Important Accounting and Tax Updates

  • Presented by Troy Hogan, partner, Zee Malik, director, Katz, Sapper & Miller

Veteran transportation accountants Zee Malik and Troy Hogan will discuss relevant accounting and tax topics including implementation of the new Lease Accounting standard and the tax implications of an asset versus stock transaction.

2:00 - 3:00 PM 

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

  • Presented by Randy Hooper, partner, Katz, Sapper & Miller (moderator), Todd Metzger, partner, Scopelitis, Garvin, Light, Hanson & Feary; Paul Jones, Managing Director, Stifel Investment Banking

2021 and 2022 have seen record quarters for the M&A market. A flood on new buyers, spiking equipment values, and global economic factors will continue to make investing in this environment both exciting and challenging.  We will review results from the past 18 months, provide guidance with respect to the 2022 M&A market, and discuss associated legal/tax considerations that all transportation companies should be aware of for the coming year. 

3:00 - 3:15 PM  Break

3:15 - 4:00 PM 

Cybersecurity: How Much Should You Spend and What Does It Cost?   

  • Presented by Ken Craig, Chief Information Officer, McLeod Software         

Cyberattacks are a fact of life in the world today and the trucking industry is a top target for hackers. The risk to each company varies, but there can be no doubt that cyber criminals pose a serious threat to the security of your IT systems. Learn about the costs of implementing a robust cybersecurity system and how to determine the appropriate level of security your company needs.

4:00 - 4:45 PM 

Emerging Legal Trends in Transportation: Avoiding Traps for the Unwary

  • Presented by Braden Core, partner, Andy Marquis, partner, Scopelitis, Garvin, Light, Hanson & Feary

Braden Core and Andy Marquis will provide a federal and state transportation law update, cover hot topics from the Scopelitis Transportation Consulting Group, and provide other updates on current matters affecting the transportation industry.


Drury Plaza Hotel
Phone: 800-325-0720
Click here to make a reservation

Mention group number 10021519 for a discounted rate, available through July 19.

Contact McLeod Software Today