Practical Solutions for Trucking Financial Professionals

If you’re interested in learning the latest news and updates in tax, accounting, legal, insurance and technology in the trucking industry, the NAFC Annual Conference, June 10-12 at the Marriott Downtown in Indianapolis, IN is a must-attend event. Our attendees come for:

A great line-up of educational and informative sessions to address some of the main issues facing financial leadership in the trucking industry today.

Solutions, and strategies from experienced practitioners they meet at the conference.

Stay current on rules and regulations in settings designed to promote learning and sharing with peers.

Earn up to 20 Continuing Professional Education (CPE) credits.

Network and learn from other participants.


Welcome from Bryan Swaim, NAFC Chair and ABF Freight Vice President - Pricing, Treasurer and Controller

Remarks from Senator Mike Braun (CPE Specialized Knowledge – 1 Credit)

Senator Braun will kick off the conference by sharing his success story as an astute businessman in the trucking industry and provide insights on the policy climate in Washington, D.C. Braun grew his family’s truck body manufacturing business into successful parts, equipment and accessories distribution company. In 2019, Braun was sworn into office to represent Indiana in the United States Senate.

2019 NAFC Annual Conference

June 10-12, 2019

Marriott Downtown, Indianapolis, IN

Grow As A Professional

- Attend quarterly webinars featuring industry experts on the day’s most pressing topics.

- Earn at least 8 CPE credits throughout the year through participating in qualified webinars.

- Get access to ATA’s Fleet CyWatch Program where you can learn about the latest cybersecurity threats and help protect your company from attacks.

- Stay informed with NAFC Driving the Numbers newsletter that is packed with everything you need to know about the trucking industry’s financial landscape.




By becoming NAFC member, you will receive $150 off conference registration costs

Why join?

Network With Peers

Membership in NAFC helps you build lasting relationships with partners, peers and colleagues while providing the news and resources to help you succeed.


Play an industry leadership role by voicing your opinion on emerging policy issues through our Study Groups and provide input to ATA’s Regulatory Policy, Labor & Human Resources, Technology & Engineering and Tax Policy Committees.

“Being active in the NAFC has made me a better, more informed leader in my organization. I derive so much value from attending the NAFC conference, the opportunity to connect with and learn from peers in the industry has been invaluable in my career. Additionally, the collection of financial topics covered, specific to the trucking industry, is unmatched by any conference out there.”

Randy Hooper, CPA - Partner, Katz, Sapper & Miller


Lunch Panel: How to Reduce Operational Costs with Data and Use Technology to Improve Productivity (CPE Information Technology – 1.5 Credit)

Moderator: Robert Ragan, Melton Truck Lines


  • Jim Buell, FleetNet America
  • Barry Brookins, McLeod Software
  • Dan Kanabroski, Centrality Business Solutions
  • Rocco Marrari, EBE Technologies, Inc.

There is more data available to trucking companies than ever before, but how do you translate this into bottom line savings? In other words, how do you parse through these voluminous data and focus on what matters to your fleet? With so much data now available via onboard technologies and back office software, learn how the most innovative fleets are using this information to cut costs through more precise driver coaching and preventative maintenance. These fleets have seen improved safety, lower maintenance costs and increased driver retention. Learn what steps you should take to convert your operational data into reduced operational costs. Additionally, this session will discuss new technologies that top-performing fleets have implemented to become more efficient and foster a more productive workforce.


Taxation Forum Meeting with Update on Tax Regulations (CPE Taxation – 1 Credit) 

Chair: Randolph Smith, Grant Thornton


  • Russell Norris, Grant Thornton
  • Lincoln Hampshire, Grant Thornton

Information Technology Forum Meeting with Cybersecurity Presentation (CPE Information Technology – 1 Credit)

Chair: Robert Ragan, Melton Truck Lines


  • Jason Asbury, ThreatAdvice
  • Rex Johnson, BKD Advisors
  • Chris Horner, J&M Tank Lines


Exhibit Break 


Cocktail Reception in Exhibit Hall


Telematics to Differentiate Risk and Create Pricing Transparency in the Insurance Market (CPE Specialized Knowledge – 1 Credit)


  • Ryan Erickson, McGriff, Seibels & Williams
  • Chris Carver, Speed Gauge Insurance Services

The availability of telematics data from fleet vehicles has grown exponentially in recent years - there are now 25 times more data available from fleet vehicles than from all personal Usage Based Insurance programs combined. As a result, more and more trucking companies are being asked to share their driving data. Today's trucking companies excel at using telematics data to access Total Cost of Ownership, but few have integrated their exposure data into a financial model that can forecast Total Cost of Risk. Accessing telematics and ELD data adds to an underwriter's pricing precision for risk transfer. As a finance professional, you must understand what your benchmarks mean before they reach the underwriter. This session will provide an overview for benchmarking your fleet's risk profile with the purpose of creating a data-driven, transparent alternative to underwriting judgment.


Vehicle and Driver Based Marginal Costs Trends (CPE Specialized Knowledge – 1 Credit) 


  • Rebecca Brewster, American Transportation Research Institute

How do your fleet’s costs compare to your peers? This session provides an opportunity to gain valuable insight into the efficiency of your operations relative to your peers. Brewster will discuss the latest trends gleaned from ATRI’s annual cost benchmarking report, the Operational Cost of Trucking, which uses financial data provided directly by for-hire trucking fleets nationwide to document and analyze trucking costs on vehicle- and driver-based line items. For example, did you know that in 2017 driver wages increased for the fifth consecutive year and the combined cost of driver wages and benefits represented 43 percent of the overall cost per mile? Or that respondents reported holding truck-tractors longer in 2017 although the trucks were logging fewer miles?




Breakfast Address from ATA President & CEO Chris Spear (CPE Specialized Knowledge – 1.5 Credits)

Spear will open the second day of the conference by discussing the key legislative, regulatory and legal policy concerns affecting carriers and what ATA is doing to address those issues. Spear will provide his insight on the industry trends and how you can make a difference.


Exhibit Break


Panel: Learning from Top Trucking Executives (CPE Business Management & Organization – 1.5 Credits)

Moderator: Bryan Swaim, ABF Freight


  • James Reed, USA Truck
  • Mike Kiely, UPS
  • Jon Russell, Celadon

The executive panel features distinguished leaders from the trucking industry discussing topics that are timely and relevant to our industry, including the changing political, regulatory and economic environment, effects of new technology and innovation as well as insight on business challenges ahead. Q&A will provide an opportunity to engage in open dialogue with senior executives in the trucking industry.


Risk Management Forum Meeting with presentation: Lessons Learned from 2008 and Preparing for the Next Downturn (CPE Business Finance – 1 Credit)

  • Chair: Ryan Erickson, McGriff, Seibels & Williams
  • Keith Kirby, First Tennessee Bank

Associates Forum Meeting

Chair: Ken Manning, TCG, an SMC3 co.


Lunch Panel: Implementation of Financial Accounting Standards Board (FASB) Lease Accounting Rules (CPE Accounting – 1.5 Credits)

Moderator: Juli Dorrough, JB Hunt


  • Chris Roberge, Financial Accounting Standards Board
  • Tim Chitwood, BKD Advisors
  • Jillan Basa, Grant Thornton
  • Jason Miller, Katz, Sapper, Miller

This year marked the first year that public companies were required to fully implement new FASB rules requiring leases longer than one year to be capitalized on company balance sheets. The rule is effective next year for private companies. Recognition, measurement and presentation of lease expenses and cash flows will depend on the nature of the lease. FASB’s Chris Roberge will provide an overview of the rule and recent standards board updates. Additionally, this session will provide lessons on the implementation process from public carrier experiences and discussion from our panel of experts about aspects of the rule most relevant to trucking companies.


Exhibit Break


Private Equity Panel: Exploring All Aspects of Partnering with a Financial Sponsor (CPE Finance – 1 Credit)

Moderator: Brad Delco, Managing Director, Stephens, Inc.


  • Bart Middleton, CEO, Grammer Industries
  • Mark Niznik, Managing Director Linx Partners
  • Gary Enzor, CEO, Quality Distribution

Private Equity sponsors are increasingly more active in the transportation industry. Whether making a minority investment or taking control of a business, there are many misconceptions about Financial Sponsors. In this panel, we will explore all aspects of working with financial sponsors through a sale/investment process from due diligence, partnership and exiting the investment. Additionally, we will discuss why private equity is an increasingly more common means of achieving a liquidity event. Panelists Gary Enzor and Bart Middleton will be able to compare and contrast experiences working in a public company environment versus in their current role as CEOs for private equity owned businesses, and Mark Niznik will share his perspective as Managing Director of one of the most active private equity firms in the transportation market.


Exhibit Break


State of the Economy and Trade with ATA Chief Economist Bob Costello (CPE Economics – 1 Credit) 

The current economic expansion is one of the longest in U.S. history; should you be bracing for a downturn or will the good times keep rolling? This session will provide insight on economic conditions and market trends, looking at what the latest freight market and macroeconomic numbers indicate for the years ahead. Additionally, Costello will provide updates on international trade negotiations, border disruptions and the impacts of recently enacted policies by the current administration.


Cocktail Reception in Exhibit Hall



Meet and Greet Continental Breakfast in Exhibit Area


Panel: Strategies to Control Rising Healthcare Cost (CPE Specialized Knowledge – 1 Credit)

Moderator: Stephen Voorhees, Big G Express


  • Dave Chojnacki, Verifi1
  • John Holst III, Lockton
  • Tom Wittick, ELAP Services

In the last decade, healthcare costs have increased by more than 100%. To mitigate the effect of this increase, carriers have explored innovative ways to reduce costs. Our panel will discuss a variety of these methods, including dependent eligibility verification, reference and metric-based pricing, telemedicine and healthcare funding methods. This session will provide practical advice on how your company can decrease their healthcare expenses.


Improving Back Office Efficiency: Robotics Process Automation (CPE Business Management & Organization - 1 Credit)


  • Mark Takacs, Ernst & Young, LLC

Robotics, or robot process automation (RPA), is the use of a software “robot” that replicates the actions of a human being interacting with the user interface of a computer system. RPA connects multiple systems through automation without changing the existing IT landscape. It is a rule-based system that executes processes without the need for constant human supervision. When applied to the right tasks, RPA can provide significant time and money savings. Some of the key applications of RPA include: back-office tasks in finance, supply chain management, accounting, customer service and human resources, such as data entry and purchase order issuing.


Coffee Break


Independent Contractor Update (CPE Business Law – 1 Credit)


  • Gregory Feary, President and Managing Partner, Scopelitis, Garvin, Light, Hanson & Feary, PC

This session will provide insight on the latest operating trends, legislation and litigation around the country regarding owner-operator, independent contractor trucking. Mr. Feary will provide practical “dos and don’ts,” comment on the fallout from the Dynamex case and provide guidance on lease/purchase and related financial structures.


Lunch: NAFC Advisory Board Meeting (By Invitation Only)

*Schedule is subject to change

Continuing Professional Education (CPE) credits will be awarded to NAFC Conference attendees who attend specific Educational Sessions and Panel Discussions. These Educational Sessions are all “Group-Live Offerings” and no prerequisites are required. Attendees requesting CPE credits will be required to sign-in upon entering all Educational Sessions/Panel Discussions and then sign out when they leave to ensure credit is awarded only for the amount of time spent in the session. The National Accounting & Finance Council (NAFC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. 

Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave North #700, Nashville, TN 37219. For more information regarding administrative policies such as complaints, program cancellations and refunds, contact our office at (703) 838-1761. 


The 2019 NAFC Annual Conference delivers the latest updates in tax, accounting, legal, insurance, technology and cybersecurity in the trucking industry. We bring together trucking financial leaders for opportunities to learn, network and find the latest products, technology and services driving their profession.

Learn more about membership benefits here.





For any sponsorship or exhibiting questions, contact Daniel Duggan at, 703-838-1756. 




“The NAFC Conference is the only time I have to interact with peers, in a conference setting, specifically in the transportation industry.  There are so many issues that we face that are unique to the trucking business and it provides a great opportunity to share ideas for solving them, as well as hearing from industry experts on very relevant topics.”

Stephen E. Voorhees, CPA – Vice President of Finance and Accounting, Big G Express, Inc.











Financial Relations Forum Meeting featuring an M&A Market Update (CPE Specialized Knowledge - 1 Credit)

Chair: Brad Delco, Stephens, Inc.


  • Dan Cook, True North
  • Craig Decker, CMD Advisory

Accounting/Credit & Collections Forum featuring Update on Carrier Credit/Collections Conditions and Presentation on ESOPs (CPE – Accounting - 1 Credit)

Chair: Kristi Fireline, BKD Advisors


  • Mark Flinchum, Katz, Sapper, Miller
  • Cara Benningfield, BKD Advisors
  • Mike Campese, Estes Express


Registering online is the fastest and easiest way to register for the 2019 ATA NAFC Annual Conference and to secure your hotel room.  Only those registered for the meeting may reserve a room.  Once you have successfully registered for the meeting, you will receive an email confirmation which will contain your personal hotel reservation link.

Accommodations & Reservation Information

The hotel deadline has passed, and the special ATA rate at the Marriott Indianapolis Downtown is no longer guaranteed. Please contact the hotel directly to check availability and reserve a room.

Marriott Indianapolis Downtown 
350 West Maryland Street
Indianapolis, IN 46225
(317) 822-3500

Additional hotels in the area that may have availability are:

Courtyard Indianapolis Downtown 
601 West Washington Street
Indianapolis, IN 46204
(317) 822-9029


Conner's Kitchen + Bar

Bringing elevated comfort food, craft beers and cocktails to a hangout-worthy spot in Downtown Indy.  

Monday – Friday 6:30am – 11:00pm; Saturday – Sunday 7:30am – 11:00pm

Rye Bar

Daily 4:00pm – 1:00am

Loaf + Vine Market

Daily 6:00am – 12:00am

In-room Dining

Daily 6:00am – 11:00pm


Monday – Saturday 6:30am – 6:00pm; Sunday 6:30am – 2:00pm



SpringHill Suites by Marriott Indianapolis Downtown
601 West Washington Street
Indianapolis, IN 46204
(317) 972-7293

Airport & Transportation

The hotel is located 14 miles, or 20 minutes, from the Indianapolis International Airport (IND).  The hotel does not provide shuttle service to/from the airport.  Cab fare to/from IND is approximately $35. Valet parking is $49 daily and self-parking is $44 daily.  The entrance to valet and self-parking is located off South Missouri Street which is accessible from Washington or Maryland Streets.

Business Center

The self-service Business Center is located on the second floor next to the ATMs, and is accessible 24 hours, daily.  Internet access, printing, and copying services are available.