Financial/HR Symposium

Financial/HR Symposium

June 28 - June 30

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.

Are you planning on bringing a spouse, family member, or guest to Napa 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.

Conference App sponsored by:

Register Now!

Location Information

Location Information Napa Valley Marriott Hotel & Spa
Napa Valley Marriott Hotel & Spa

Hotel Information:
Napa Valley Marriott Hotel & Spa
3425 Solano Avenue
Napa, CA 94558

Book Your Stay!

 


Schedule at a Glance

See what’s in store for our Symposium attendees with our schedule below.

Monday, June 28

TimeSession Title & SpeakerLocation
10:30 am - 3:00 pmWine Tour- Bremer Family Winery (tasting, tour, picnic lunch)

- Auburn James Winery (tasting)
4:00 pm - 5:00 pmRegistrationPool Patio
5:00 pm - 6:30 pmWelcome ReceptionPool Patio

Tuesday, June 29

TimeSession Title & SpeakerSession Title & SpeakerLocation
FinanceHR
8:00 am - 8:45 amBreakfast & RegistrationBreakfast & Registration- Breakfast: Pool Patio

- Registration: Pre-Function
8:45 am - 9:00 amWelcome & AnnouncementsWelcome & AnnouncementsVintners Ballroom
9:00 am - 10:15 amMaximize Growth: Get Sales and Finance in Sync
Ed Wallace
Relational Capital Group

sponsored by:
2021: A Year of r(Evolution) for HR
Nick Araco
AchieveNEXT
- Finance: Vitners Ballroom

- HR: Howell / Stags
10:15 am - 10:30 amBreakBreak
10:30 am - 11:30 amEconomic Outlook
Bob Dieli
MacKay & Company
Marijuana Legalization and Your Dealership - Are You Prepared?
Michael Airdo
Kopon Airdo, LLC
- Finance: Vitners Ballroom

- HR: Howell / Stags
11:30 am - 12:30 pmLessons Learned from 2020: A CODB Analysis
Dick Stewart
Stewart Consulting
Who's Up Next? Bench Planning and Creating Sustainability in Your Organization
Seth McColley
Kirby-Smith Machinery, Inc.
- Finance: Vitners Ballroom

- HR: Howell / Stags
12:30 pm - 1:30 pmLunchLunchPool Patio
1:30 pm - 2:45 pm2021: A Year of r(Evolution) for Finance
Nick Araco
AchieveNEXT
Expand Your Influence Across the C-Suite
Ed Wallace
Relational Capital Group

sponsored by:
- Finance: Vitners Ballroom

- HR: Howell / Stags
2:45 pm - 3:00 pmBreakBreak
3:00 pm - 4:00 pmPlenty to Wine About: The Tax Debate in Washington
Daniel B. Fisher, AED
Beth Swanson, KCoe Isom
How HR Leaders Can Build Coaching Skills in Managers
Marcy Brajkovic
Chatfield Global
- Finance: Vitners Ballroom

- HR: Howell / Stags
4:00 pm - 5:00 pmLooking to the Future: Revenue Optimization for Today and Beyond
Dick Stewart
Stewart Consulting
Roundtable Collaboration
Moderated by: Seth McColley
- Finance: Vitners Ballroom

- HR: Howell / Stags
5:00 pm - 6:00 pmEvening Reception

sponsored by:
Evening Reception

sponsored by:
Redwood Courtyard

Wednesday, June 30

TimeSession Title & SpeakerSession Title & SpeakerLocation
FinanceHR
8:00 am - 8:45 amBreakfastBreakfastPool Patio
8:45 am - 9:45 amChange According to the Great Masters (Finance)
Lou Quinto
Apprenticeship Programs for the Equipment Industry: A Panel Discussion
Moderated by: Sean Fitzgerrel
Will Barnett, Brandeis Machinery
Amanda Dawson, RDO Equipment Company
- Finance: Vitners Ballroom

- HR: Howell / Stags
9:45 am - 10:00 amBreakBreak
10:00 am - 11:00 am"War Stories from 2020" Panel
Moderated by Jason Blake
Anthony Evans, Bobcat Enterprises, Inc.
Larry Rutz, 4 Rivers Equipment
Steve Seminack, Modern Group
Change According to the Great Masters (HR)
Lou Quinto
- Finance: Vitners Ballroom

- HR: Howell / Stags
11:00 am - 12:00 pmM&A Activity & Trends
Torre Hammer, Moss Adams
Andrew Suen, Hexagon Capital
Managing a Remote Workforce
Marcy Brajkovic
Chatfield Global
- Finance: Vitners Ballroom

- HR: Howell / Stags

 


Session Descriptions

Tuesday, June 29 Sessions: 9:00 am – 5:00 pm | Wednesday, June 30 Sessions: 8:45 am – 12:00 pm

Want to know what you can expect from this year’s education sessions at Symposium? Click a button below to learn more.

Finance Sessions HR Sessions Keynote Sessions

 


Join us for our Winery Tours!

Do you want to join the AED team on our winery tours in the historic Napa Valley? Select our tour option during the registration process. See what you can expect with our descriptions below! Please note: details are still pending, so tours are subject to change.

Stop #1: Bremer Family Winery
The Bremer family bought a small old two-story stone building and 42 acres of vineyards in 2002 located on the slopes of Howell Mountain. Originally the home of the Sutters of Sutter Home Winery, the property primarily consists of Cabernet Sauvignon, Cabernet Franc, Zinfandel, and Merlot. Beautiful landscaped grounds along with a 17,000 square foot cave encompass the winery enabling you to have your tasting outside or inside the cave.

Stop #2: Auburn James Winery
Auburn James was founded in 2005 by two winemakers, James Frost and Matthew Ospeck. They are known for their Bordeaux red blends which are lush and silky with expressive aromatics. You can taste their wines on the deck overlooking the winery, vineyards, and bocce court or in the tasting cottage. Auburn James is a small, intimate winery with a rustic artistic feel that one must see and experience!

Please note: our wine tours are not included in the price of registration and come at an additional cost of $225.00 per person.


 

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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