MARCH SPRING SEMINAR COMPREHENSIVE ECONOMIC REVIEW. ACT Research s 56 th Seminar CV ANALYSIS OF CURRENT CHALLENGES & OPPORTUNITIES

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1 CV ANALYSIS OF CURRENT CHALLENGES & OPPORTUNITIES COMPREHENSIVE ECONOMIC REVIEW INDUSTRY LEADER GUIDANCE: OEMS, FLEETS, FINANCIAL & SUPPLIERS MARCH SPRING SEMINAR NETWORKING TECHNOLOGICAL ADVANCES OF TODAY AND TOMORROW s 56 th Seminar NA COMMERCIAL VEHICLE & TRANSPORTATION INDUSTRIES REVIEW & OUTLOOK: Contributor to Blue Chip Economic Indicators Member of WSJ Economic Forecast Panel THE COMMONS COLUMBUS, IN 300 Washington Street Columbus, IN (812) trucks@actresearch.net

2 Monday, March 20, 2017 Registration at Hotel Indigo 11:00am 11:00pm AV m Receive seminar materials Have a snack Network OPTIONAL FORECASTING WORKSHOP $500 PER PERSON FULL 2-5pm office *Box lunch available at 1pm* Kenny Vieth, President & Sr. Analyst Steve Tam, Vice President Jim Meil, Principal-Industry Analysis Objective: The purpose of the workshop is to widen the knowledge base and skill set of attendees tasked with planning and forecasting responsibilities. This will be accomplished through discussion and teaching the skills needed to set up a systematic methodology for forecasting. We will use a structured modeling approach, by which causal factors economic, financial, regulatory and industry-specific are identified and used to drive the market forecast. Attendees will benefit from a coherent and disciplined forecasting thought process to better understand how the end results relate to key lead indicators and other forecast inputs (drivers). The program will discuss how to obtain hard-to-find historical data and forward-looking forecasts, define forecasting objectives, explore ideas and approaches to the discovery of relationships between markets and economic drivers, and show how to set up a methodology for forecasting and what-if analysis. The Forecasting Workshop is offered as an optional add-on to ACT s CV Seminar Discussion Dinners: meet in the Hotel Indigo lobby 30 minutes prior to dinner start time to carpool to restaurants. Our mobile app also provides directions via Google Maps. Venue Time Host & Topic Group 1: Henry s Social Club FULL 6:30pm FULL Kenny Vieth Class 8 Trucks & Tractors Group 2: Taku Japanese Steak House 6:15pm Steve Tam Classes 4-7 & Used Trucks Group 3: Camila s Mexican Restaurant 6:30pm Frank Maly & Tom Czapka Trailer Industries Group 4: Tre Bicchieri 6:00pm Sam Kahan & Jim Meil The Economy Group 5: Upland Brewery 6:15pm Bob Perkins & Jennifer McNealy China Group 6: Joe Willey s 6:45pm Debby Steinbarger & Donavan Gerken Networking Group 7: Ken Vieth s House 6:30pm Tom Rhein & Mike Eaves (Rhein Associates) Drew Laing & Don Kahoun Update on Engine Forecast

3 Tuesday, March 21, 2017 Register at The Commons beginning at 6:30am Continental breakfast provided 7:45 8:00am Welcome to s 56 th 8:00 8:45am Economy Seminar Economic trends, both macro & in the CV & transportation markets 8:45 9:30am The Confidence in Freight Efficiency Technologies 9:30 9:45am *9:45 10:00am Refreshment Break *Economic & Equipment Survey Results* 10:00 10:45am Used Trucks in 2017 A drag or a blessing a dealer s dilemma & an industry opportunity 10:45 11:45am Class 8 Review & Forecasts Where are we in the current cycle & how long before the good times begin? 11:45 12:00pm Q & A Session Ask the questions you didn t get a chance to pose 12:00 1:15pm Lunch 1:15 2:00pm The Electric Truck for Class 8 Freight Real or a dream? Meet the CFO of Nikola Motor Company & their new product offering 2:15 2:45pm Lease Rental An update and outlook of the lease rental business 2:45 3:30pm Getting it Wrong: Forecast misses, and what can be learned from them Kenny Vieth - President & Senior Analyst Sam Kahan - Chief Economist Co., LLC Retired-Fed Reserve Bank Chicago Mike Roeth Executive Director, NACFE Steve Tam Vice President, Kenny Vieth - President & Senior Analyst Staff Jonathan Spira CFO, Nikola Motor Co. Scott Perry VP/Global Product Mgr. Supply Mgt., Ryder System, Inc Jim Meil Principal, Industry Analysis 3:30 3:35pm Tonight s Logistics & Tomorrow s Program 3:35 3:50pm Refreshments Donavan Gerken Director of Marketing, Sales, & Consulting,

4 Breakout Sessions 3:50 5:15pm Trailer Medium Duty ACT Products & Services TRAILER MARKET U.S. Market Frank Maly Director of CV Transportation ACT U.S. Forecasts Kenny Vieth President & Senior Analyst ACT OEM Viewpoint Charlie Mudd President/CEO Vanguard National Trailer Corp. MEDIUM DUTY U.S. Market & Forecasts Steve Tam Vice President ACT Tim Cheyne Director of Emissions Integer ACT PRODUCTS Donavan Gerken Director of Marketing, Sales, & Consulting Jennifer McNealy Analyst Brian Armstrong Data Development & Graphics Manager Dinner at the ACT Garage 6:00 9:00pm A Touch of Hoosier Hospitality Dinner will be served at ACT s office. Come for dinner, refreshments and music provided by DAN and LINDA MUSTARD. Angus steaks, Indiana pork ribs, shrimp, international cheeses, and many specialty foods will be served. Network until you are full! Bus Departures from Indigo: 5:45p.m. and 6:30 p.m. Bus returns to Indigo: 8:15 p.m. and 9:00 p.m. Hospitality suite will remain open from 5:30 11:00pm

5 Wednesday, March 22, 2017 Events will take place at The Commons unless noted otherwise 6:30 7:55am Continental Breakfast 7:45 8:00am Opening Remarks Kenny Vieth - President & Senior Analyst Transportation Corner 8:00 10:00am Moderator Jim Meil Richard Durst Todd Amen Stephen Snodgrass Jim Subler President/CEO Arctic Express President & CEO ATBS Distribution Leader Global Supply Chain Hill-Rom President Classic Carriers, Inc. 10:00 10:15am Refreshment Break 10:15 10:55am The Last Mile Discussion of the changing distribution patterns 10:55 11:45am Town Hall Debate Three topics based on previous seminar attendee suggestions 11:45am Lunch at Zaharakos Bruce Sauer Editor Trailer Body Builders Introduction & Moderator: Mike Roeth Executive Director - NACFE Housing reservations should be made directly with the hotels: Hotel Indigo: Phone: Group Code: FULL Hilton: Phone: Group Code: ACT