Monday Education   Tuesday Education

“You always hope to bring at least one thing back to implement either personally or company-wide, and I have more than five.” - Brian Reaves, Southern States Toyota Lift

    Monday, May 1

  • 8:45 am - 10:00 am

    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.
  • 2:15 pm - 3:30 pm

    General Session

    Thrive: Turning Uncertainty into Your Competitive Advantage

    Presented by Meridith Elliott Powell, Hall of Fame Speaker

    Need a new perspective and a new approach to change, uncertainty and business growth? In this high-energy, power-packed session, Hall of Fame speaker Meridith Elliott Powell shares the innovative strategies you need to redefine disruption and turn uncertainty to your competitive advantage.

    You’ll gain a personal strategy that ensures you have what you need to stay razor-like focused, highly flexible and ready to turn uncertainty to your competitive advantage.

    Key Takeaways:

    • Meridith’s research based 9-STEP formula for Thriving in Uncertainty ™.
    • Proven techniques for predicting the changes coming in the marketplace.
    • Powerful strategies that ensure longevity and success in highly volatile times.
    • Secrets to making the RIGHT and critical decisions that move your organization forward.
    • Personal plan of action to turn uncertainty to competitive advantage.

     

  • 2:15 pm - 3:30 pm

    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.

     

    Tuesday, May 2

  • 7:00 am - 8:45 am

    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.

  • 9:30 am - 10:30 am

    Keynote Presentation

    Demography is Destiny: A Simple Science that Shapes our Future

    Presented by Ken Gronbach , Demographer

    Listen to expert demographer, Ken Gronbach, bring the dynamics of demographics to life as he explains how and why shifting populations shape our lives and our future. Demography precipitates economics, it’s not the other way around. Learn how economics, culture, politics, and commerce are being transformed. Hear how a tsunami of opportunity is headed right for you and why you should formulate strategies for success based on demographic facts.

     

  • 10:45 am - 12:15 pm

    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

    Digital Strategy Roadmapping: Building a Perpetually Successful Process

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

    The process of designing and documenting a digital strategy is a newer skill. Many leaders have not moved past just creating a list of technology projects to do over the next year. In this session Scott Klososky will help participants learn a four-step model for developing a true market driven digital strategy roadmap that leads to winning market share and improving profitability. A workbook with template slides will be provided as a take home to help you build your own version. Well-designed and documented strategies have always been a powerful tool for leaders. This is a chance to improve your capabilities with digital strategy.

    Key Takeaways:

    • Gain a perpetual strategy process you can update quarterly.
    • Review the 10 dimensions for the strategy.
    • Learn how to evaluate your team environment for your plan.

     

    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.

     

  • 1:15 pm - 2:45 pm

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

    Workshop Option #1 of 4

    Inclusion by Design

    Presented by Joe Gerstandt, Speaker, Author and former Marine

    What specifically do you mean when you use the word “inclusion?” It has become one of the most popular words relative to the modern workplace, yet in most organizations it remains a vague, ambiguous idea. In this information-rich presentation, Joe Gerstandt brings a powerful and actionable new clarity to the concept of inclusion, what it is, why it matters, and how it happens. You will leave equipped to contribute to a more inclusive culture.

    Key Takeaways:

    • Learn clear and concise definitions for diversity and inclusion.
    • Examine how a person’s identity impacts their perspective.
    • Review a shared understanding of bias, and how to mitigate the impact of bias.
    • Explore specific behaviors and practices that result in a more inclusive employee experience.
    Workshop Option #2 of 4

    Digital Wellbeing: Keeping your teams on the healthy side of technology

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

    As organizations slowly add more technology to their operations, they are also increasing the amount of time some team members are interacting with digital tools. As people already spend hours in front of screens on their own time, we are in some cases pushing team members over the edge. Zoom fatigue because a common problem during the pandemic but this is just the tip of an iceberg of what could be called Digital Fatigue. Leaders must now gain a better understanding of what technology is doing to our minds and how we can balance technology use in our organizations while also keeping people healthy. This session will provide new information to identify and improve the digital fatigue that is growing in the country.

    Workshop Option #3 of 4

    Hiring and Retaining Employees in this Crazy Economy

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

    Employers are faced with The Great Resignation and The Great Quit, placing their companies and existing employees under enormous pressure. Since hiring and retention are closely related challenges, they are addressed together in this fast-moving presentation. Don will share strategies, insights, and plenty of take-home tools you can put to immediate use, including how to decide who to hire, employee referrals programs that work and how to calculate the true costs of employee turnover.

    Key Takeaways:

    • Learn the #1 strategy for hiring great employees.
    • The importance of knowing the math of HR.
    • Top strategies for driving employee retention.
    Workshop Option #4 of 4

    Leaders Leading Leaders

    Presented by John Wieland CEO of MH Equipment, Author of Uncommon Threads – Weaving a life through family, business and faith

    MHEDA Member John Wieland takes an honest look on the historical growth of MH Equipment and discusses the valuable leadership lessons he learned. In a passionate, insightful, and humorous way John shares some of his memorable leadership hits and misses – and how that helped shape his ability to lead, keep, and reward leaders.

    Key takeaways:

    • Review why we shouldn’t chase numbers
    • Discuss why you should always count the cost
    • Learn the seven principles of leading leaders and keeping leaders

     

     

  • 3:00 pm - 4:00 pm

    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.