Brokerage & Logistics Breakout Sessions


Accounting Idea Exchange
In this session, the financial professionals from our current customers are invited to come share their ideas for improving and expanding the system.

Come learn about the latest products and integration solutions from ALK.

Automating your Back Office with Logix Solutions Part I, Billing, Settlements and AutoBilling
Learn about McLeod's new Logix Solutions Advanced Billing & Settlements, plus our new AutoBilling capabilities that completely automate the billing cycle.

Automating your Back Office with Logix Solutions Part II, Billing Accelerator and Automated Collections
The Logix Solutions Billing Accelerator is designed to do just that. Learn how to speed up your billing cycle. We will also cover the Automated Collections process to speed up your payment cycle. These back office solutions work together to provide the transportation industry's most sophisticated and complete back office automation.

Becoming a Data Driven Transportation Company
Learn how using big data can drive big insight and change the way you run your company. In this session, several successful McLeod customers will share with you how analytics are changing the way they work and helping them to make better decisions.

Best Practices for Carrier Recruiting, Onboarding, and Retention
Several logistics companies will share their approach to identifying and becoming "sticky" with the best carriers, so they have both sufficient and reliable capacity to serve their customers, and capacity with which to make profits.

Best Practices for Driving Your Marketing and Organizing Your Sales Efforts with CRM
Several McLeod customers will share their approach to running successful marketing campaigns and using McLeod CRM to drive their sales efforts.

Best Practices for Making Your Daily Numbers
In this session, our trainers and customer advocates will share with you a set of best practices for using the system to support your daily brokerage operations in ways that help you reach your goals every day, with the right interpretation of your data and how you should act on it.

Blockchain: What is it and Should You Care? (Carriers & Logistics)
One of the latest buzz items in our industry is Blockchain and what it will really mean for transportation providers. In this session we will cut through the hype, explore what Blockchain really is today, and explore some realistic use cases for the trucking industry. We will also present industry consortium plans to further exploit Blockchain technology.

Carrier Scorecard
In this session, we will show you how to set up the new Carrier Scorecard in PowerBroker, and several current McLeod customers will discuss their best practices for configuring and using the Carrier Scorecard in their daily operations.

Changing Landscape of Asset Management, Leases & Taxes
Managing assets and their valuation can affect businesses in multiple ways from Balance Sheet presentation, taxes, and credit lines. The panel of subject matter experts will discuss the changing landscape of FASB rules for Leases & Revenue recognition, Sales and Use tax issues related to Nexus in multiple jurisdictions, general business Tax concerns, and other related areas which impact transportation companies.

Continuous Improvement Programs, How to Make Them Work
Several McLeod customers will discuss their journey to implement Continuous Improvement in their company and the gains they have reaped from those efforts.

Cyber Security, Don't be the Next Headline
In this session, we will host a panel of experts to discuss the ten most important things you need to do to keep your systems and your data safe.

Come learn about the latest products and integration solutions from DAT.

Introduction to DocumentPower and FlowLogix
In this session, we will give you a "101" level introduction to the DocumentPower and FlowLogix family of products, including the base DocumentPower imaging system, FlowLogix Workflow, and all of the complimentary elemenrs of this product suite, such as eForms, Logix Apps, Logix Designer, plus the pre-packeged Logix Solutions. This session is intended for current McLeod customers who are not yet using, or not yet familiar with, our imaging and owrkflow products.

Logistics Companies, The Right KPIs for Your Organization
Several brokers will explain how they use and react to their most important Key Performance Indicators (KPIs) on a daily basis.

Logix Solutions Business Process Automation for Automating Accounts Payable and Logix Mobile Short Haul Driver App
In this session, our Logix Solutions team will introduce the Accounts Payable Automation and the Short Haul Driver App for smart phones.

Logix Solutions For Logistics, Carrier Onboarding and e-Rate Confirmation
Learn about the stand alone McLeod Logix Solutions products that have proven to be huge time and overhead savers for brokers. In this session, we will introduce you to the eRate Confirmation and Carrier Onboarding solutions.

Come learn about the latest products and integration solutions from MacroPoint.

Making your Key Users More Effective
Your designated Key Users for your McLeod system play a very crucial role in the support process.  In this session we will teach Key Users all the things they need to know to get the most out of the McLeod Help Desk and Support Process.

Managing Your Back Office Process
In this session we will show you some short cuts, best practices, and techniques for streamling various processes in your back office operations, including reconciliation tasks.

Managing Your EDI
Your EDI performance is crucial to your company's image with your customers. There are many things you can do to improve and sustain your EDI performance, and in this session, we will share a number of the best practices you can implement today.

McLeod API Idea Exchange
In this session, our current customers are invited to come share their ideas for improving and expanding the product.

McLeod IQ
McLeod IQ is the most powerful business intelligence solution in the transportation industry. Learn about the new financial analysis and reporting module as well as other recent enhancements.

McLeod IQ Idea Exchange
In this session, our current customers are invited to come share their ideas for improving and expanding the product.

Mergers and Acquisitions, Preparation & Aftermath
An expert panel will bring different perspectives to a robust discussion of this important topic in the life of many companies today. We will present the perspectives of the investors/buyers, acquirers, analysts, and investment bankers along with a few CFOs who have lived it.

Mixing Financial and Operational Data in Your Company Analytics and Reporting
Our panel of transportation industry CFOs will discuss their approach to mixing financial and operational data in the analysis that they and their management teams consume. They will share their best practices and insights on “how to.”  Our panelists will also explain how they are trying to keep variances from impacting decisions, and how they work to give their management confidence in the numbers.

More Logix Solutions for Business Process Automation
In this session, our Logix Solutions team will introduce a number of new products, including Driver Load Selection, which lets owner operators or company drivers select their next load from a short list of choices offered by the planner. Learn about Documents on Demandm which makes what you are looking for instantly available, Brokerage Document Capture for carriers, a Driver Record document repository, where you can transmit trip related documents and load permits out to the driver, and the new Electronic Driver’s Lounge, where you can share driver centric information such as news, training videos, best practice information, and other things important to your drivers.

New Capabilities for McLeod FlowLogix
In this session, we will introduce some brand new capabilities for McLeod's FlowLogix product.  One new feature will enable FlowLogix developers to build integration with customer shipment portals.  These capabilities can interact in an automated way with web sites to turn website data into data in your system, without all the manual processes and error prone re-entry.  We will also unveil a new API integration capability to allow FlowLogix developers to build web service based API integration into FlowLogix solutions for both McLeod and 3rd party API’s.

PowerBroker Idea Exchange
In this session, our current PowerBroker customers are invited to come share their ideas for improving and expanding the product.

PowerBroker Update
Learn about the new features in PowerBroker. McLeod Software's growing investment in our core products is evident in these new features, including our new Waterfall Tendering module.

Reporting with McLeod IQ
McLeod IQ, our new data warehouse and business intelligence solution, is the easiest tool McLeod customers have ever had for custom reporting and analysis. In this session, we will show you how it works and open your eyes to the all the possibilities it presents.

Setting Up and Managing Permissions and Profiles, Maintaining Your Master Files & Control Files
Gain a better understanding of how to set up, manage, and change permissions and profiles. Plus learn how to maintain the master files and control files that were set up in your initial implementation.

Setting Up Revenue and Expense Allocation
In this session, we will show you how to set up the Revenue and Expense Allocation in your McLeod system, and how it can be used in reporting.

Shippers Perspective
In this panel session a group of shippers will discuss the changing pressures they face and how they hope to engage their transportation providers going forward.

Successful LTL Brokerage
In this customer panel discussion, several companies will share their insights on integrating LTL brokerage into their operations and  lessons they have learned.

System Security, Backup, and Recovery Best Practices
The outside threats to security and data integrity have never been greater. In this session, we will review the best practices for system security, maintenance, and recovery. Every company wants the best performance from their current system while protecting their business against any contingency. Our systems team will help you understand how.

Tax Reporting
In this session we will show you the best ways to accomplish your full range of tax reporting tasks.

Transportation Intermediaries Association Update
In this session, you will learn about the latest developments both on the legislative and regulatory fronts from the TIA.
Come learn about the latest products and integration solutions from

Using FlowLogix to Build Your Own Business Process Automation Solutions
McLeod FlowLogix, when purchased with the editor, is a powerful tool both carriers and brokers can use to build their own business process automation and workflow solutions. Several McLeod customers will share how they have done this and lessons learned along the way.

Using McLeod Anywhere
This session will include an overview of the capabilities, best practices, and practical uses for the McLeod Anywhere product.

Using McLeod Pricing and Bid Management
Learn how to set up and use the McLeod Pricing & Bid Management module to become more efficient in your bid responses and far more effective in making the pricing decisions that go into those responses.

Using the McLeod API
In this session, we will give you a technical overview of the McLeod Application Program Interface (API) product and how it can be used with web services for integration solutions with your LoadMaster and PowerBroker systems.

Using the Newest Version of Responsibility Filtering to Segment Your Users, Agents, Terminals, and Divisions
In this session, our trainers will help you learn how to use the newest version of Responsibility Filtering within your LoadMaster or PowerBroker system. Discover some of the best ways to use it for segmenting and segregating users and operations within your company.

Using the Rapid Alert Notification System (RANS)
Our trainers will help you understand how McLeod's Rapid Alert Notification System (RANS) works and how you can configure it. We will also share some best practices for setting up ad using RANS.

Women in Trucking Update
How can you increase the percentage of women in your company? From driver to CEO, women are under-represented in the trucking industry. Find out why women don't look at careers in transportation and how your company can attract and retain more women.

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