Sessions

Opening General Session with Tom McLeod

Location: Exhibit Hall

Presenter: Tom McLeod

McLeod Software President & CEO, Tom McLeod, will discuss the state of the company and his thoughts on the transportation industry.

Financial Reporting with McLeod IQ

Location: Texas 1

Presenter: Jeff Paul, Simple Logistics

Learn about the features of McLeod IQ's Finance Module and how to use Excel and Power BI to create an income statement, consolidated financials, and accounting focused dashboards.

How to Increase Profits by Bridging the Knowing-Doing Gap

Location: Dallas 7

Presenter: Tim Almack, Katz, Sapper & Miller

Learn more about the processes and tools trucking companies use to implement profit improvement strategies for increased success.

Intercompany EDI & EDI for Logistics

Location: Austin 6

Learn how this function works and the differences between Intercompany EDI and Copy/Order Function.

Understanding and Using the McLeod API

Location: Austin 6

Gain an overview of how the continually expanding capabilities of the API suite works for LoadMaster and PowerBroker, and the array of functions available to make integration with external solutions easier than ever.

Using Revenue/Expense Allocation

Location: Texas 1

We review how Revenue/Expense allocation works, including how to get data into the segments to accomplish the reporting goals discussed in the Financial Statement Reporting session.

Using FlowLogix to Build Your Own Business Process Automation Solutions

Location: San Antonio 1

FlowLogix is the most powerful business process automation tool in the transportation industry, because of the depth and variety of the prepackaged BPA solutions built into it. We show you how to use the FlowLogix Editor to build your own sophisticated BPA solutions.

MPact Pricing in Action

Location: Fort Worth 7

Presenter: Chris Bahr, TA Services; Jeff Henderson, Ryan Logistics; Shawn McLeod, Axle Logistics

A panel of customers discuss how they have incorporated MPact Rate Analysis into their daily process and share their best practices.

Reporting with McLeod IQ

Location: Austin 1

We will show you a number of best practices, and give you new ideas to use McLeod IQ for reporting in your organization.

Advancing Your Use of EDI

Location: Austin 6

Dive deep into the advanced uses of the EDI system that will improve your efficiency and help gain a new level of control over your business.

eLearning Portal

Location: Austin 6

Learn how to use the LoadMaster and PowerBroker eLearning Portal. The eLearning Portal contains all of the training material currently available in the system, but users can now search an entire course catalog for information related to a specific module or user role, and they can filter their searches by category and version number.

General Session: The Transportation Economy and Looking Ahead

Location: Exhibit Hall

Presenter: Donald Broughton, Founder of Broughton Capital

Over the next decade, there will be an incredible wave of prosperity created in the US and global economy. Historians will refer to this period in history as the “Great Post-Covid Boom” as accelerated growth is propelled by unprecedented productivity increases, and economic expansion will occur without any inflation. The US trade deficit will steadily shrink, the US Dollar will remain the world’s reserve currency, the European Union will struggle to stay together, and China will fail in its quest to become the world’s largest economy. While the recovery from this self-induced economic shut down will have plenty of challenges, the strength of the overall recovery will be far faster and far more robust than anticipated. Certainly, there will be segments of the economy and individual companies, which will be left behind and become the buggy whip’ manufacturers of the 2020’s. In turn, the survivors will thrive as fewer competitors remain in many industries, and entire new industries will emerge and create fortunes in areas that did not exist in 2019.

Potential Tax Law Changes Under the New Administration

Location: Texas 1

Presenter: Tim Almack, Katz, Sapper & Miller

A new administration brings potential tax law changes that could greatly impact the transportation industry. This session outlines and discusses the potential changes that may affect carriers and logistics companies in 2021 and beyond.

An Action Plan for Cyber Security in Trucking

Location: San Antonio 1

We will explain 15 important steps every trucking company should take to put in place a defense against cyberattacks and ensure recovery if an attack occurs.

Women In Trucking Update

Location: Austin 1

Presenter: Ellen Voie, Women In Trucking

What do women look for when they choose a driving career with you? Find out the answers on how to recruit, retain, and grow your female drivers by using these tips and ideas from the Women In Trucking Association.

Best Practices for Managing Your McLeod System

Location: Austin 6

Learn how to use the system administration menu and features to your advantage.

Responsibility Filtering

Location: Austin 6

Responsibility filtering helps your organization to see what you need to see, when you need to see, and filter by who needs to see it. Learn how to use this tool effectively.

Maximizing Your Backoffice with Logix Solutions

Location: Texas 1

Learn how the Logix Solutions products work for back-office operations, and how they can save time while accelerating your cash flow, including Accounts Payable, Automated Collections, Billing Accelerator, and Billing and Settlements.

How Mobile Communications Integration Can Help Optimize Your Assets and Capacity

Location: Texas 3

McLeod offers a broad range of mobile communications integrations that enable valuable capabilities in LoadMaster to make the best use of your assets and capacity. Learn how everything ties together and how to make the best use of the integration available.

DataFusion Introduction

Location: Fort Worth 7

Learn about McLeod’s new DataFusion strategy that encompasses not only traditional EDI but also other modes of implementing and managing communications with your customers.

Accounting End of Period Process

Location: Texas 1

Learn how the End of Period process affects the posting of Revenue/Expenses in the general ledger.

Being Innovative

Location: Texas 4

Presenter: Tom Curee, Kingsgate Logistics

Innovation doesn’t have to mean becoming a digital freight brokerage. Not every innovation your customers will value is a new IT or system function. In this session, industry thought leader Tom Curee of Kingsgate Logistics gives you a few new ideas about what it really means to be innovative.

Cyber Security: What It Costs and How Much You Should Spend

Location: San Antonio 1

Every company has budget limitations. How should you spend the first dollar towards protection, and how should you prioritize the money you are able to spend on cyber security? What are the most important investments within the limits of your budget? Ben Barnes, Chief Information Security Officer (CISO) for McLeod Software guides you on the appropriate spending level for your cyber security.

Driving Your BI Investment to the Next Level

Location: Austin 1

Presenter: Brent Ellis, Decker Truck Line; Kyle Lancaster, PS Logistics; Dalton Schlueter, Witte Brothers

McLeod IQ customers talk about how they have integrated outside information into IQ then worked to deliver insights to their users at every level of their organizations.

Replacing Tribal Knowledge with Analytics

Location: Texas 1

How can data and analytics help new and inexperienced employees get up to speed on pricing, rates, volumes, and lane information? McLeod Data Scientist Criss Wilson offers specific ideas to shorten the learning curve and help newer employees get better at their job - fast.

New WebLogix Framework

Location: Texas 1

Let us show you the new WebLogix Framework for DocumentPower.

Planning Board Optimization for LoadMaster & PowerBroker

Location: San Antonio 1

There are numerous options for setting up your planning boards and many ways companies have used them to their advantage. In this session, we share those best practices for setting up and using planning for both LoadMaster and PowerBroker.

Using MPact

Location: Fort Worth 7

Learn how to use, read, interpret, and act on McLeod’s MPact market data to make the best pricing decision for your bids, contract negotiations, and spot rates.

Change Management: The Secret to a Successful Implementation

Location: Austin 1

We all hear the term “change management” thrown around, but what are the keys to being successful in getting your organization — and each individual — to embrace change in your processes, systems, organization, and other aspects of the company where you are striving for improvement? In this session, we discuss specific ways in which leaders can help the company at every level with this universal challenge.

General Session: The Government, Regulators, Spending, and Regulation - What's Coming?

Location: Exhibit Hall

Presenter: Tom McLeod, McLeod Software; John Lybolt, Truckload Carriers Association (TCA); Anne Reinke, Transportation Intermediaries Association, (TIA)

What big changes are coming for the trucking industry, especially in terms of the action of our government and the regulators? What changes and disruptions can we expect? In this session, two leaders from major industry associations will discuss what they believe is over the horizon for our industry. Join us as Tom McLeod leads this lively discussion with John Lyboldt, President of the Truckload Carriers Association (TCA) and Anne Reinke, President of the Transportation Intermediaries Association (TIA).

M&A Update: Current Market Conditions and Associated Legal and Tax Considerations

Location: Texas 1

Presenter: Jason Miller, Katz, Sapper & Miller; Paul Jones, Stifel; Todd Metzger, Scopelitis, Garvin, Light, Hanson & Feary, P.C.; Mike Wipper, Katz, Sapper & Miller

2021 provided an unprecedented M&A market for the transportation industry. A variety of factors such as COVID-19 recovery, soaring equipment values, and potential tax increases, have created a perfect storm, spurring mass consolidation. This environment presents buyers and sellers of transportation companies with unique opportunities and challenges. We’ll review year to date results and provide thoughts with respect to the upcoming M&A market.

Merging Operations Post M&A

Location: Texas 4

Presenter: Mauricio Paredes, PS Logistics; Derek Allison, PS Logistics; Tim Almack, Katz, Sapper & Miller

In this customer-led session, we discuss approaches to merging two companies after an acquisition, including what has worked, along with lessons learned.

DataFusion EDI Enhancements

Location: Austin 1

In this session, we will explain the enhancements to McLeod’s existing EDI product that our new DataFusion strategy and product line is bringing, and how they will add value.

McLeod IQ - Product Update

Location: Fort Worth 7

The capabilities for analysis in McLeod IQ continue to grow. In this session, we give a complete product update of all the new features in our on-premise McLeod IQ release.

Cloud IQ - Product Update

Location: Fort Worth 7

Get a complete product update and overview of our Cloud IQ offering.

An Accountant’s Tools for Data Import

Location: Texas 1

This session covers the data imports that an accountant may find beneficial, such as journal entry import, general ledger account import, pending deduction import, and bank statement import.

Using Pricing & Bid Functionality in PowerBroker & LoadMaster

Location: Texas 3

We review best practices for using the pricing and bid capabilities in the Pricing Module.

Using Detention Management

Location: San Antonio 1

We walk you through the process for setting up the Detention module, and how to use it most effectively for your needs.

MPact Market Rate Spectrum

Location: Austin 1

Learn what the MPact Market Rate Spectrum tells us about the market and coming booms or busts. The more you understand about the direction of the market and the current pricing momentum in any given lane, the better decision you can make.

Shipment Visibility and Tracking Solutions

Location: San Antonio 1

Supply chain technology is evolving quickly, and as a transportation provider, your challenge is to stay one step ahead on the technology front. Bringing greater shipment visibility to your supply chain network makes you stand apart from your competition. Learn how McLeod can offer flexible integration options that help to grow your business and build strong relationships with your shippers.

Bill Faster with Logix Solutions

Location: San Antonio 6

With Logix Solutions, McLeod has delivered a set of business process automation solutions that can come together to dramatically improve your cash flow. In this session, we talk about each element and how they work together to get money in your bank account faster.