48th Annual Convention - Educational Sessions

 

Tuesday, November 14

Educational Session 1: FSMA: What You Need to Know

John Seidl, Transportation Consultant, Integrated Risk Solutions

As a nationally known DOT/FMCSA expert and a 20-plus year veteran of the transportation safety community, John has conducted countless safety seminars, driver safety meetings and mock compliance reviews for motor carriers throughout the United States. He has extensive experience in law enforcement with both the Federal Motor Carrier Safety Administration (FMCSA) and as a Wisconsin State Patrol Motor Carrier Inspector. John also worked for the Federal Aviation Administration (FAA) as a Hazardous Material (HM) Specialist; ensuring compliance with applicable HM regulations via all transportation modes of transportation, with a focus on aviation.

John worked closely with the National Drug/Alcohol Technical Advisory Group and the National ELD team, and had been recognized as the FMCSA Safety Investigator of the Year for two consecutive years.

John will leverage his comprehensive knowledge and experience to help your organization reach new heights in terms of safety strategy, safety culture, risk assessment, and compliance.


Educational Session 2: Business Succession Continuity Planning 

The Family Owned Business is a “unique animal”. It represents a blending or, in many family situations, a clashing between Business Issues and the Family Dynamic element. In most families, it is impossible to separate the business challenges from the family challenges. Although the Family Owned Business offers incredible advantages to its family members, those advantages are often over-shadowed due to family strife and disharmony. Siblings and family members can become bitter, disgruntled adversaries. All the above are contributing factors to the failure of the successful succession of the family business. Our session explores the challenges to Family Succession Continuity Planning and will discuss solutions to:

  • Managing the Family Dynamic element
  • Improve communications
  • Career Development Strategies for Successors (children, in-laws, etc.)
  • Compensation and accountability issues
  • Emergency Plan Development
  • Benefits of creating a Family Charter
  • Benefits of creating a Family Board

Roy Dixon, CFP®  President, Armstrong Dixon

Roy is a former US Army Armor Officer. While serving he graduated from Airborne School, Ranger School (Honor Graduate) and taught at the United States Military Academy (West Point). In 1986, he made a career move to the Financial Services Industry. He earned the Professional Financial Planner degree from Old Dominion University in 1995 and became a Certified Financial Planner in 1996. Roy has worked with the owners of Family Owned Businesses since 1991. He works closely with family members, business owners and their advisors to develop comprehensive strategies involving Estate Planning, Succession Planning, Career Development for successors and managing Family Boards. Additionally, he is licensed to provide Investment and Risk Management services when needed. For several years, Roy taught the Succession Planning Class for the National Automobile Dealers Association Academy. In 2013, he co-founded Armstrong Dixon with his partner, Greg Armstrong, CFP®.

Joe Breslin, CFP®  Armstrong Dixon

Joe assists business owners and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services. Joe takes pride in identifying a variety of planning options and potential opportunities followed by clear guidance to ensure his clients make the most informed decisions for their business and family. He is on the Board of Directors for the Financial Planning Association (FPA) of Maryland, is a member of the Financial Services Institute (FSI), and is actively involved with fundraising for the Cystic Fibrosis Foundation. Joe earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and he is also a Chartered Retirement Planning Counselor (CRPC®).


Wednesday, November 15

Educational Session 3: ELD Compliance 101

John Seidl, Transportation Consultant, Integrated Risk Solutions

As a nationally known DOT/FMCSA expert and a 20-plus year veteran of the transportation safety community, John has conducted countless safety seminars, driver safety meetings and mock compliance reviews for motor carriers throughout the United States. He has extensive experience in law enforcement with both the Federal Motor Carrier Safety Administration (FMCSA) and as a Wisconsin State Patrol Motor Carrier Inspector. John also worked for the Federal Aviation Administration (FAA) as a Hazardous Material (HM) Specialist; ensuring compliance with applicable HM regulations via all transportation modes of transportation, with a focus on aviation.

John worked closely with the National Drug/Alcohol Technical Advisory Group and the National ELD team, and had been recognized as the FMCSA Safety Investigator of the Year for two consecutive years.

John will leverage his comprehensive knowledge and experience to help your organization reach new heights in terms of safety strategy, safety culture, risk assessment, and compliance.


Educational Session 4: Ice Cream Please! Technology & the Ice Cream Industry

An informative talk about the beneficial impacts of technology on the ice cream industry in general. From ice cream truck apps to hybrid ice cream trucks and its benefits to business and community.

Darren Bentz, Ice Cream Please

Darren Bentz is an entrepreneur from Austin, Texas and founder of Ice Cream Please. He graduated from Trinity University with a degree in Mechanical Engineering and worked as a project manager for five years cultivating experience with team management.

 

 

Ryan Newton, Ice Cream Please

Ryan Newton is a consultant and advisory board member for the first and only app for ice cream trucks - Ice Cream Please. A current graduate student at Harvard Business School, he worked at Bain Consulting and Microsoft for five years managing teams and client relations. Newton graduated from Cal Tech with degrees in Engineering and Business.