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?

  • Learn from industry experts on dealership profitability
  • Best practices for increasing client bases and products/services key to revenue generation
  • Networking with your peers to learn what is currently working in their businesses
  • Learn industry trends to get ahead of your competition
  • The event‘s small format allows you to mix with industry leaders and get answers to your business specific industry questions
  • Plus, more!

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.


Conference Schedule

 June 6 6:00-9:00PM  Networking

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


Dean Millius
 Dean Millius

Andra Stephens
Andra Stephens

8:05am-9:25 am  Keynote

Capitalizing on the Aftermarket rollercoaster
The role of aftermarket sales in the equipment dealership is changing. Join Dave Baiocchi, Wholesaler Aftermarket columnist, as he reviews the history and state of the industry. He'll discuss changes in salesman training, marketing, value proposition and sales activities within the dealership and the ever-changing needs and desires of your customer base. This dynamic session will also cover maximizing the role and function of your technicians and how to include those techs in the CSS sales cycle by utilizing a support team approach to aftermarket. Learn how the proper use and promotion of internal incentives will drive your aftermarket sales.

Dave Baiocchi

Dave Baiocchi

  9:25am-9:40am  Break    
  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.
Garry Bartecki

Garry Bartecki

  11:00am-1:00pm  Lunch/Exhibits  Exhibits  
  1:00pm-2:15pm  Keynote

Marketing Tools to Grow Your Business
Debbie Frackes of Winsby will show you tools, strategies and offers that help manufacturers and distributors grow their revenues. Find out how to increase inbound leads to leverage your sales team's time. Learn how to increase website visitors and find out what pages they view and when, what works best to trigger interest among prospects, how to build your email list and best email strategies, what will push your company to the top of search engine results, and more. Debbie will be joined by Magee Clegg, managing director of ClearTail Marketing.

Debbie Frakes, Winsby

Debbie Frakes

  2:15pm-2:30pm  Break    
  2:30pm-3:30pm Speaker Roundtable
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



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Hotel Accommodations

Holiday InnHoliday Inn Rolling Meadows Hotel


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.

Click here to reserve online.

Polynesian ResortThe 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

Dave Baiocchi Dave Baiocchi
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.


Garry Bartecki Garry Bartecki
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 Magee Clegg
Managing Director
ClearTail Marketing

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 Debbie Frakes
Founder/Managing Director

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 Dave Gordon
Sales Representative

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.


Steve Pierson Steve Pierson, CPA
Tax Vice President
Shelden Fox

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.


Contact Us

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: the full amount will be refunded if you cancel by April 30, 2017. Cancellations received May 1 - 15, 2017 will be charged a $150 administrative fee per registration. No refunds for cancellations received after May 15., however, registrations can be transferred to another person from the same organization.