A Training Experience for
Material Handling Industry Personnel
The Material Handling Huddle is an opportunity for you to build more profitable businesses through networking and education. Increase your knowledge of issues, regulations, products and services vital to our industry. Develop and improve relationships with other dealers and manufacturers.
Join us at the Holiday Inn-Rolling Meadows, Ill. for an educational one-day conference, June 7, with key industry leaders giving you ideas to take back to your business tomorrow. This four-session format will include topics that are trending in the industry. Take part in networking opportunities before and during the event, plus a vendor mall for ideas on products and services to expand your product line.
Who should attend this conference?
CEO, presidents, sales and parts managers, key management and those aspiring to be promoted to management positions in their company.
What can you gain from attending this one-day conference?
This one-day education and networking event won‘t break the bank!
$299 per person - Early bird rate (Good until March 1, 2017)
$399 per person after March 1st.
Join us for a casual networking opportunity the night before.
We have reserved a block of hotel rooms until March 1st or rooms are sold out at a special rate of $109 each. See hotel accommodations.
|DATE||TIME||PRIMARY TOPIC||SUB-TOPIC||ALL ATTENDEES|
Network with the speakers and your peers. Develop and improve relationships with other dealers and manufacturers.
Dave Baiocchi, Garry Bartecki, Dave Gordon and the Material Handling Network and Wholesaler staff
|June 7||8:00am||Opening General Session||
Capitalizing on the Aftermarket rollercoaster
|9:40am-11:00am||Keynote||Financing and leasing
Whether your company is in the rental and leasing business or not, you'll want to listen to Garry Bartecki, Steve Pierson and Glen Mueller as they discuss the current methods and options regarding renting and leasing material handling equipment. Learn what impact the new lease account rules has on both dealers and lessees and how to educate and present renting and leasing options to customers. Garry will update the audience on current tax laws and these types of transactions and others being proposed and implemented after the election.
Marketing Tools to Grow Your Business
||Now's your chance to get answers from the industry leaders. All of today's speakers will be available for a roundtable discussion.||
Dave Baiocchi, Garry Bartecki, Debbie Frakes, Dave Gordon and their
3405 Algonquin Road
Rolling Meadows, IL 60008
To secure your reservation at the discounted rate of $109/night + applicable taxes, please call 847/259-5000 and ask for the Material Handling Wholesaler rate.
The recently renovated Holiday Inn Rolling Meadows hotel is conveniently located where I-90 and I-53 meet near the Chicago O'Hare International Airport (ORD). Stay connected with free high-speed Internet access. Relax in the Polynesian Resort with two indoor pools, two Jacuzzis, an indoor basketball/volleyball court, an arcade room and a fitness center.
Meet the Keynote Speakers
Resonant Dealer Services LLC
Dave Baiocchi is the president of Resonant Dealer Services LLC. He has spent 33 years in the equipment business as a sales manager, aftermarket director and dealer principal. Dave now consults with dealerships nationwide to establish and enhance best practices, especially in the area of aftermarket development and performance.
GB Financial Service, LLC
Garry J. Bartecki is a Chicagoland CPA with over 25 years of experience dealing in heavy equipment dealers and companies. He is widely known as the CPA to hire if your business involves the heavy equipment industry in the Chicago region. Bartecki retired from a large international public accounting firm and began his own business of GB Financial Service, LLC. Garry provides a wide range of financial oversight services for equipment dealers, rental companies and wholesale distributors. He earned a B.S. in Finance and an MBA from Roosevelt University in Chicago. Garry is also a licensed private airplane pilot.
Magee Clegg is the Managing Director of ClearTail Marketing. He helps businesses implement marketing automation strategies that will automatically deliver qualified leads to their sales teams.
Debbie Frakes is one of the founders of Winsby and oversees operations as Managing Director. She has been helping businesses grow through a variety of marketing initiatives since 2003. Working primarily with companies whose customers are other businesses, Winsby develops strategies that are successful for a wide variety of manufacturers, distributors and service businesses.
Dave Gordon Steve Pierson, CPA
Dave Gordon joined Winsby in 2016 as a sales representative. Prior to joining Winsby, Gordon had over 25 years of experience in sales and business development. Most recently, Gordon was vice president of sales for Associated Equipment Distributors where his duties included overseeing revenue and profit growth, marketing, and generating new sales. Additionally, Gordon worked directly with heavy equipment manufacturers and dealers for CED magazine, where he was responsible for planning strategies to meet and exceed annual goals of the publication. He also directed planning for the annual AED summit, including site and keynote speaker selection.
Tax Vice President
With more than 30 years of experience as a tax professional in public accounting, including 11 years as a partner with a national public accounting firm, Steve provides clients with a wide array of technical accounting, tax, financial, estate and succession planning, employee benefits and international tax planning expertise, as well as merger and acquisition transaction guidance. Steve has worked extensively in the equipment distribution and rental industries. He has been proactive in the interpretation and influence regarding Treasury regulations and IRS rulings impacting these industries.
Steve Pierson, CPA
Material Handling Network
Andra Stephens, Account Executive
Material Handling Wholesaler
Dean Millius General Manager/Publisher
Kathy Regan Editor
Legal notice and cancellation policy
This conference is a project of Material Handling Wholesaler magazine and Material Handling Network magazine. All programs and events are subject to change and/or cancellation due to low registration and/or circumstances beyond the control of the course hosts. The organizers do not endorse any specific product, course of action, procedure, opinion or other information offered during the conference sessions. While every effort is made to ensure the accuracy of the information contained in this website and program or provided during the training, Material Handling Wholesaler magazine and Material Handling Network magazine, their officers, directors, partners, employees and agents assume no responsibility for its content, use or interpretation. Relying on the information provided in this conference is at the sole risk of the registered attendees. Please note: .