Education by Day

Keynote Presentation

I Love It Here!
How Great Leaders Create Organizations Their People Never Want to Leave

Presented by Clint Pulver, Emmy Award-Winner, Author, Drummer and Workforce Expert

Employees are looking for leadership that supports, encourages, and gives them the tools they need to grow, adapt, give back – and create real impact. In this unforgettable customized presentation designed to inspire leadership and managers, Clint expertly demonstrates the ground-breaking WHY of mentorship over old school management techniques and HOW every employee is just one caring person away from a phenomenal success story.

Key Takeaways:

• Adapt to a rapidly changing workforce.
• Communicate effectively with a multi-generation team.
• Create a culture that cultivates, celebrates, and encourages diversity.
• Understand the four keys to mentorship within the role of leadership.
• Develop a greater understanding of their purpose as a leader and mentor.
• Create a method of accountability for themselves and those they lead.
• Adopt implementation strategies of how to create cultural change.

Workshop Session

Succession Planning: A Success Story

Presented by Roman Basi & Bart Basi, Attorney/CPA

Transferring a business can be a very complex, timely, costly, and just plain old exhausting process. For those that have never been a part of it, or those that have and want to learn more, this program is for you.

Father and Son team, Dr. Bart Basi and Roman Basi will not only present the necessary steps to create a Succession Plan, but for the first time, they will share their Succession Plan and how they successfully transitioned their companies to the next generation while preserving the value and also accommodating their estate planning for other non-involved family members.

Understanding the first step of valuing/appraising a company, and then preparing the company for the transition, and the next step of negotiating the terms of the transaction are all just the beginning. From there the program will progress to the aspects that cover due diligence and tax planning and analysis and preparation of the final documents, closing deliveries, schedules, etc. And then the final piece of the post-closing needs of the company and the potential claims and issues that can pop up after a Succession Plan is completed.

Key Takeaways:

• Learn how to properly value a company.
• Understand the need for a comprehensive written Succession Plan including a tax and cash flow analysis of the transaction and the back-end Estate Planning.
• Educate yourself on the due diligence process and the documents, schedules and closing items that are needed to have a successful transaction.
• If planning for an internal transaction to a key employee, family member, etc., learn all the different possibilities of how to transfer the business in the best manner.
• And finally, understand what happens post-closing to avoid pitfalls and mistakes.

Women in Industry Breakfast & Presentation

You in The Driver’s Seat: Strategies to Put You In Control Of Your Life and Career

Presented by Meridith Elliott Powell, Hall of Fame Speaker

Welcome to the age of uncertainty! A new marketplace that calls for a new set of skills. Those that come naturally to women: communication, connections and collaboration. There has never been a better time for women to succeed. Yet, we still fall behind in career promotion, leadership positions and the salary gap keeps widening. Why?

Because in a perfect world, your career path would be clear, your mentors would be fully committed to showing you the ropes, and when you worked hard you would be tapped on the shoulder for promotions. And of course, you would be invested in and paid what you are worth.

Join us for this high energy, content packed, session, where Business Growth Expert Meridith Elliott Powell will share the secrets every female professional needs to know to advance their career, build their skills and become the leader that organizations strive to promote and keep. Pre-registration is required.

Watch the interview with Meridith on the latest MHEDA Talks podcast!

Four Workshop Options
(Each workshop includes roundtable discussions and Q&A opportunity)

Workshop Option #1 of 4

“Anti” to “Ally”: A Story of Personal Transformation

Presented by Joe Gerstandt, Speaker, Author and former Marine

For the past 15 years, Joe Gerstandt has been helping organizations of all shapes and sizes find new clarity relative to diversity and inclusion, and put new practices in place. But he did not take a very direct route into this work, in fact there was a time in his life when he likely would have rolled his eyes at what he now does for a living. The discomforting experience of becoming aware of and addressing his own privilege, denial, bias, and bigotry still informs his work today. In this message, Joe distills insights applicable toward leadership, behavior change, culture change, enlisting more allies in this work, and more effectively creating inclusive spaces and places.

Key Takeaways:

• Gain inspiration to reflect on and share your own personal story.
• Understand the importance of being curious, humble, and coachable.
• Discover a shared language and understanding relative to bias and how to reduce its impact.

Workshop Option #2 of 4

Weaving AI into Your Organization (no matter how large or small you are!)

Presented by Scott Klososky, Technologist, Futurist, Humanist, Author

AI has clearly hit its iPhone moment. After talking about artificial intelligence for years, it is now going mainstream. This is a powerful tool that will have a major impact on organizations and society in general. Leaders who move quickly to build an AI strategy will find many operational and financial benefits. In this timely session, Scott will help us understand the following: The various types of AI engines becoming available; How they can best be woven into day-to-day operations; How they will improve innovation and efficiency; The dangers of AI bias; The future of AI and what we will see happen over the next two years.

Workshop Option #3 of 4

Mastering the Emotional Energy of Leadership

Presented by Don Phin, former attorney, author and founder of HR That Works

Given the deteriorating levels of mental health, managing our emotional energy is more important than ever. Don will share strategies to help address our mental health challenges and those of the people around us, as well. The greatest challenge facing today’s executives has less to do with how smart they are and more to do with how well they manage their emotions and the people they lead. And, it’s an inside-out job. Since control is dead as a leadership strategy, in its place are concepts such as engagement, empowerment, inspiration, inclusion, and emotional intelligence. This is the path to great leadership today.

Key Takeaways:

• How we “show up” has everything to do with our effectiveness as leaders.
• Learn the coax, encourage, and inspire formula for moving out of victimology.
• The “true” hero is the person who allows the other person to become their own hero.

Workshop Option #4 of 4

The Impact of Inflation and What MHEDA Members Can Do About It

Presented by Dr. Bart Basi, Attorney/CPA

A myriad of economic nightmares including a global pandemic, supply chain issues, and labor shortages sparked the flame that led to a wildfire of growth in inflation. This program will discuss the challenges in the material handling industry and the economic outlook of the industry. Further, this program with go over the new Inflation Reduction Act and what its provisions may entail.

Key Takeaways:

• Know the changing definition of CPI and why the government is changing the definition.
• Apply specific methods to change your business model to make the best out of an inflationary society.
• Learn how to adjust your business regarding employees, your inventory, and your customers in the changing economy.
• Finally, how to prepare for a downturn in the economy so your business will succeed and not fail.

General Session

Economic Outlook

Presented by Brian Beaulieu, ITR Economics

The US and Global economies are going through turbulent times with inflation, interest rates, consumer activity, labor shortage, market gyrations, and simplistic and often contradictory headlines potentially making it difficult to discern what the future will look like. It is impossible to effectively plan without developing expectations regarding what that future will look like. This session provides a look at ITR Economics data-driven analysis of the trends. No emotions or histrionics or political agenda. The trends will show what to expect for the material handling industry.

Key Takeaways:

• Review a forecast of the economy through the second half of 2023 and 2024 with analysis of risks to the forecast.
• Learn what to expect for commodity prices and inflation in general.
• Discuss interest rate trend probabilities, health of the consumer and supply chain trends.
• Gain insights on how to create wealth and protect profits in these market conditions.