2020 NAFC Annual Conference & Exhibition

Nov 17-19, Marriott City Center, Charlotte, NC

Register now     Rescheduled Date – Learn More

2020 NAFC Annual Conference & Exhibition

Nov 17-19,Marriott City Center,
Charlotte, NC

Register now     Rescheduled Date – Learn More



Being part of the American Trucking Associations – the largest national trade association for the trucking industry – and an industry advocate when it comes to emerging issues related to finance, tax, accounting, and risk management makes the 2020 NAFC Conference and Exhibition a one of a kind event. It gives our experts an intimate understanding of the issues and regulations unique to the trucking industry.

This year we will cover topics of high-importance for every financial professional in trucking, including the lasting impacts that the coronavirus pandemic will have on the economy, supply chains and the labor market, how to take advantage of new government programs and adapt to rapidly changing regulations, the business impact of the Presidential and Congressional elections, how to mitigate skyrocketing insurance rates and more. You will hear from CEOs from top-performing trucking companies, government officials and subject matter experts.

Why attend?

  • -  Take advantage of a great line-up of educational and informative sessions
  • -  Hear solutions, and strategies from experienced practitioners
  • -  Get updates on rules and regulations in settings designed to promote learning and sharing with peers
  • -  Earn Continuing Professional Education (CPE) credits
  • -  Network



What attendees say

Schedule of Events

As of June 23, 2020

Opening Remarks

Opening Remarks from Stephen Voorhees, NAFC Chair and Vice President-Finance for Big G Express

Executives Panel

(CPE Specialized Knowledge – 1 Credit)

  • Moderator: Stephen Voorhees, Big G Express
  • Thom Albrecht, Reliance Partners
  • Randy Guillot, Triple G Express

Back by popular demand, our kickoff session will feature a panel of industry leaders. NAFC Chairman Voorhees will host a conversation with three executives to discuss how they have navigated the current freight market and economic conditions. Gain insight from former Celadon exec, Thom Albrecht, CFO and CRO at Reliance Partners, on top industry concerns, such as increasing insurance rates, which will help you plan for 2021 and succeed in ever-changing business conditions.  The audience will have an opportunity to interact with the panel and ask questions through our conference app.

Breakfast Session

(CPE Specialized Knowledge – 1.5 Credits)

Washington Update: Election Impact on Trucking Policy Priorities from ATA President & CEO Chris Spear


Lunch with the Feds: Updates from the Internal Revenue Service and the Small Business Administration

(CPE Taxation – 1 Credits)

  • Evette Davis, Internal Revenue Service
  • Thomas A. Stith III, Small Business Administration

Representatives from both the IRS and the SBA will get you up to speed on the latest government regulations, including updates on COVID-19 assistance programs. SBA’s Thomas Stith will answer questions on the latest Paycheck Protection Program forgiveness rules. Additionally, IRS Tax Specialist Evette Davis will provide attendees with information on IRS recognized cybercrime trends and recommend ways to protect your firm’s financial information.

Resiliency Planning: Cash Forecasting & Maintaining Liquidity Through Recessions, Pandemics & Elections

(CPE Business Management & Organization – 1 Credit)

  • Randolph Smith, Grant Thornton
  • Russell Norris, Grant Thornton
  • Mike Hennessey, Grant Thornton

2020 may be remembered as the year of disruptions. While you cannot control every potential business interruption, you can manage your risk so you come out of the year stronger. As the COVID-19 pandemic moves through its stages with rippling effects to every aspect of society it will cause potential longer-term implications that need to be addressed. Resiliency starts with a commitment to identify and mitigate risk factors that can further disrupt your business. Applying lessons learned from COVID-19 will change expectations in the transportation and logistics industry. Learn how to transform your experience from the 2020 into successful liquidity planning for 2021.

Associates Forum

Chair: Ken Manning, Manning Associates

Taxation Forum (CPE Taxation – 1 Credit)

Chair: Randolph Smith, Grant Thornton

Mergers and Acquisitions Task Force Meeting with Presentation of Recommended Practices for Sellers (CPE Finance – 1 Credit)

Chair: Dan Cook, True North

Breakfast Session – Security & Agility for a Remote Work Environment

(CPE Information Technology – 1.5 Credits) 

  • Cindy Boyle, BKD
  • Zachary King, USA Truck

The need for a remote workforce in 2020 caught many companies off guard and unprepared. The idea of working remotely was not a consideration for many businesses. When creating a business continuity plan, most businesses considered the possibility of a limited need for remote work for key roles, but probably not for many others—let alone their entire workforce. In addition, many who did consider this need probably did not foresee it becoming necessary for an extended time period. Learn what changes you should consider moving forward to keep your company data secure and to increase employee productivity.


Federal COVID-19 Tax Credits, PPP Loans and Other Assistance: Best Practices for Compliance and Recordkeeping

(CPE Specialized Knowledge – 1 Credit)

  • Randy Hooper, Katz, Sapper & Miller 

The economic crisis brought about by the coronavirus required swift federal action to keep many businesses solvent, however, the whirlwind process by which the Family First Coronavirus Response Act and CARES Act created and administered Paycheck Protection Program loans, new sick and family leave requirements and special tax credits, had borrowers scrambling to navigate the various new programs.  Companies were forced to manage this process blindly, with little guidance. Now companies must retain proper documentation to support their loan forgiveness calculations, Employee Retention Tax Credits and COVID-related sick and family leave.  Join us as we discuss some best practices related to PPP record retention and preparing for SBA examinations as well as what elements you should incorporate to bolster your case for forgiveness.

Lunch Session - Getting Lean with New Tech: How to Use Artificial Intelligence to Gain Efficiency

(CPE Information Technology – 1.5 Credits)


  • Rocco Marrari, EBE Technologies
  • Jason Jones, Solar Transport

The transportation and logistics industries have seen massive productivity gains in the past few years, with advancements as AI-powered process management applications replace activities once performed by human labor. Billing and settlements have been reduced to near real-time through automating the indexing of documents at point of delivery, interoperability amongst a transportation provider’s critical systems and the ability to capture data using a mobile device. AI provides the ability to automate many manual tasks within the payables department in order to identify duplicate invoices, indexing of documents, routing to appropriate personnel. As volatility increases and costs rise, transportation providers will have to become more efficient in order to generate additional cash flow.  

Economic Outlook: Coronavirus, Tariffs, Trade and Other Threats

(CPE Economics – 1.5 Credits)


  • Bob Costello, American Trucking Associations
  • Kenny Vieth, ACT Research 
  • Mark Vitner, Wells Fargo 

This panel will take a deep dive into the numbers, providing an updated look at the economy and how COVID-19 and other economic factors are affecting both the short-term and long-term outlook for the industry. The speakers will examine freight volumes, supply trends, fuel prices and explain what the current economic environment means for your business. This session will provide you with the insight you need to plan your capital expenditures for 2021. 

2021: Moving Past the Pandemic and Top Industry

(CPE Specialized Knowledge – 1 Credit)   


  • Rebecca Brewster, ATRI

ATRI’s research has documented a number of impacts from COVID 19 but as states begin to reopen and things return to a new “normal,” what does the future look like for trucking?  What have we learned from this that we can use to improve things for drivers and fleets in the future?  ATRI President Rebecca Brewster will discuss trucking in the new reality.  How will the top industry concerns be changed?  Will new issues emerge?  Brewster will discuss the results of the ATRI Top Industry Issues survey. 


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One of ATA's fastest-growing conferences, the NAFC Annual Conference & Exhibition brings together trucking financial leaders for opportunities to learn, network and find the latest products, technology and services driving their profession. This meeting is a highly targeted, visible platform to capture the attention of those with buying power and demonstrate your leadership and industry support for trucking finance executives nation-wide. Learn more and contact us today!

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