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Robert "Bob" Fraser is the owner of Redwood Moving & Storage. His company joined
the CMSA in 1992. Bob and his wife Cris attended their first CMSA convention in 1997 at Dana
Point. After enjoying each successive annual convention, (as well as taking advantage of the
numerous benefits of CMSA membership), Bob was proud to accept the nomination as the CMSA
North Bay Chapter President in 2005. Bob served as the chapter president for four consecutive
years. With the help of many associate and local mover members, the North Bay Chapter was
the recipient of the CMSA Chapter of the Year award in 2005 under Doug Hill's presidency
of the CMSA and again in 2007 under Steve Weitekamp's presidency. Bob proudly became a
member of the CMSA Board of Directors in 2010. Since then, he has served three years on
the Executive Board and was nominated to the Chairs in 2014, and is currently serving as
the CMSA Chairman of the Board.
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GREGG S. GARFINKEL, ESQ.
Partner
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Gregg S. Garfinkel, Partner, is a nationally recognized expert in the field of business litigation and transportation law. Gregg has represented the nation's largest transportation companies, and is personally responsible for some of the most important legal precedent in the 9th Circuit Court of Appeals. Gregg is a frequent lecturer at loss prevention seminars, offering insight on current issues and legal developments in the transportation and logistics industry. He is also a gifted writer, and has published numerous articles in local, and national, legal publications. Gregg has been recognized as a Southern California Super Lawyer from 2005 - 2016, and has received an AV rating from Martindale-Hubbell.
AREAS OF PRACTICE
- Interstate and Intrastate Transportation Litigation
- Employment Law
- Business Litigation
- Professional Liability Defense
EDUCATION
- Bachelor of Arts, Political Science, California State University Northridge
- Juris Doctorate, University of the Pacific, McGeorge School of Law
PUBLISHED DECISIONS
- Landstar Ranger, Inc. v. Parth Enters. (C.D. Cal. 2010) 725 F.Supp.2d 916
- HoushangShabani v. Classic Design Servs. (C.D. Cal. 2010) 699 F.Supp.2d 1138
- Allstate Ins. Co. v. Mayflower Transit, LLC (C.D. Cal. 2009) 616 F.Supp.2d 1003
- White v. Mayflower Transit, L.L.C. (9th Cir. 2008) 543 F.3d 581
- Steiner v. Horizon Moving Systems Inc. (C.D. Cal. 2008) 568 F.Supp.2d 1084
- Sompo Japan Ins. Co. of America, Inc. v. VIP Transport, Inc. (N.D. Cal. 2008) 568 F.Supp.2d 1080
- Farrah v. Monterey Transfer & Storage, Inc. (N.D. Cal. 2008) 555 F.Supp.2d 1066
- Hall v. North American Van Lines, Inc. (9th Cir. 2007) 476 F.3d 683
- Moore v. La Habra Relocations, Inc. (C.D. Cal. 2007) 501 F.Supp.2d 1278
- Browne v. Turner Const. Co. (2005) 127 Cal.App.4th 1334
- Coughlin v. United Van Lines, LLC (C.D. Cal. 2005) 362 F.Supp.2d 1166
- Coughlin v. United Van Lines, LLC (C.D. Cal. 2005) 362 F.Supp.2d 1170
- Inline, Inc. v. A.V.L. Holding Co. (2005) 125 Cal.App.4th 895
- Reliance Ins. Co. v. Superior Court (2000) 84 Cal.App.4th 383
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TERRY R.
HEAD
President
International Association of Movers (IAM)
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Mr.
Head began his career in the moving and
storage industry in 1969 working as a driver’s
helper and packer. He had worked his way up
through the industry serving in various
administrative, sales, management and ownership
positions for both moving and freight forwarding
entities.
Prior to taking on the reins as
president of the IAM (HHGFAA) president in 1997,
Mr. Head simultaneously served as a shareholder
and President of several Washington, D.C. area
firms that specialized in providing a broad range
of warehousing and logistical services; including
moving and storage, office and industrial
relocations, international shipping of household
goods and general commodities, as well as record
and media storage.
IAM represents 2400
transportation service providers and vendors in
the United States and in 180 countries
around the world. Well over two-thirds of the
membership is located outside the USA. The IAM
membership consists of movers, ocean and air
carriers, trucking firms, port agents, customs
brokers, packaging suppliers, insurance adjusters,
software developers and transportation consulting
firms.
Mr. Head is the Publisher of IAM’s The
Portal magazine and represents his
Membership and the Industry in attending and
addressing various conferences and workshops held
around the world. On a variety of occasions, Mr.
Head has testified on behalf of his Industry
before the United States Congress, as well as,
other Federal Regulatory Agencies.
While
still in the industry, Mr. Head managed the
logistical activities of such clients as the
Inter-American Development Bank, the International
Monetary Fund and The World Bank, the US
Department of State and numerous other Federal
Government Agencies and foreign embassies.
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ADAM LOWY
Founder & Executive Director
Move for Hunger
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Adam Lowy, New Jersey native, Springsteen fan and ASU Sun Devil for life, founded Move For Hunger in the summer of 2009. Adam's family has owned a moving company in New Jersey for nearly 90 years (dating back to Great-Grandpa Lowy). After years of seeing so much food wasted when people move, Adam decided to take action.
Move For Hunger is a non-profit organization that works with the relocation industry to support the efforts of local food banks. When people move, they throw out a lot of "stuff" when they move. Unfortunately, some of this "stuff" is food that could be delivered to a family in need rather than thrown away. By teaming up with relocation companies across the country, Move For Hunger is creating one of the nation's largest year-round service programs. Relocation partners offer to pick up the unwanted, non-perishable food items from those who are moving and deliver it to their local food banks.
What started with Adam's family's small moving company has grown to work with over 600 relocation companies and thousands of real estate professionals nationwide. Together, they have collected over 6 million lbs of food for food banks across the nation - enough to feed over five million people.
Adam is working hard to create a sustainable solution to hunger relief in this country. By incorporating philanthropy into the relocation process, Move For Hunger is educating and engaging more people to participate in this solution each and every day.
Adam proudly represents the New York City Hub of the World Economic Forum's Global Shapers Community where he proudly represented the community at the Forum's Annual Meeting in Davos in 2015. In 2014, he was honored among Forbes 30 Under 30. Adam appeared on MSNBC and was a guest on Meghan McCain's new show "Raisin' McCain" in 2013. In 2011 he became a Bluhm/Helfand Social Innovation Fellow and was honored at the VH1 Do Something Awards for his commitment to creating social change. Move For Hunger was also honored on the American Giving Awards which aired on NBC in December of 2011.
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NICK ZANJANI
Director of Consumer Protection and Enforcement Division
California Public Utilities Commission (CPUC)
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Nick first joined CPUC in January 2011 in the Office of Government Affairs. Prior to joining the CPUC, Nick worked in the State Capitol in the Office of Assemblymember Nancy Skinner (D-Berkeley) where he staffed Utilities and Commerce, Natural Resources, Local Government, and Budget. Nick was a J. William Fulbright scholar to Cyprus where he conducted research on reunification and reconciliation efforts. Nick also completed the Jesse M. Unruh Assembly Fellowship program. He holds a Bachelor's degree from Pitzer College in Claremont, CA and a Master's degree from the London School of Economics in the UK. His areas of academic expertise include institutional design, organizational studies, and negotiation.
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< To
Military Breakout Session Panelists
CHUCK WHITE
International Association of Movers
(Speaker & Co-Moderator)
Charles “Chuck” White has been involved in the moving industry since 1994 when he went to work for Executive Moving Systems in Woodbridge, VA. Previous to that Chuck worked as a high school teacher and football coach in Maryland and Northern Virginia.
During his time serving as Director of Sales & Marketing at Executive he was elected to a volunteer position on the Executive Committee of the International Association of Movers (IAM), formerly known as the Household Goods Forwards Association of America (HHGFAA). He served on that Committee for four years and in 2005 he joined the IAM staff as their Director of Government & Military Relations.
He held that position for 10 years and in 2015 Chuck was promoted to the position of Senior Vice President for the organization.
Chuck has worked on a variety of issues while on the IAM Executive Committee and as a staff member. Just a few of those include:
The initial Families First Business Process Working Groups (BPWG)
Implementation of the Electronic Billing & Payment process for DOD personal property
Implementation of Full Replacement Valuation (FRV) in the DOD personal property program
The full rollout of the Defense Personal Property Program (DP3), re: Families First
Chuck is also involved as the IAM liaison to GSA for the CHAMPS program (government non-DOD moving program)
Involvement in all of IAM’s lobbying efforts on Capitol Hill
Chuck holds a B.S. from the University of Maryland – College Park and a Masters of Education (MEd.) from George Mason University.
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JOHN BECKER
American Moving & Storage Association (AMSA)
(Speaker & Co-Moderator)
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John Becker serves as Director, Military Policy at AMSA. In this role, John develops AMSA's Military policy positions, with advocacy relating to military and GSA personal property rules and procedures, and educating members about military and GSA rules and procedures, participates in the planning and execution of strategic communications efforts, including social media, focused on advancing AMSA's public policy agenda and is staff liaison to AMSA's Government Traffic Committee.
Prior to joining AMSA, John served on the HQ Surface Deployment and Distribution Command Staff in the Business Process Management Office. John also served as the Personal Property Rates Team Lead, managing the development of the 400NG/International Tender, OTO/Special Solicitation program, providing Invoice oversight, and development of the Annual Rate Filing process. John retired from US Air Force in 2010 after 20 years serving in various Traffic Management roles at the JPPSO, PPSO, and PPPO level serving in Illinois, Guam, Virginia, Australia, and Colorado as well as multiple deployments in support of operations worldwide.
John is a graduate of McKendree University.
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TIM HELENTHAL
President & COO
National Van Lines, Inc.
Tim Helenthal serves as the President and COO of National Van Lines, Inc., an employee-owned, Broadview, Illinois-based company.
Tim began his career in the moving and storage industry in 1994, as Manager of the Total Quality Assurance Program (TQAP) for National’s military division. In 2000, he was named Vice President of Agency Services for military.
His experience with TQAP led Tim to develop in-company programs which identify and select quality suppliers for household goods relocations, while monitoring trends within the DOD Personal Property Program, and interpreting and executing ever-changing government guidelines. He oversaw the development of National’s “PREVENT” quality control program, which includes the Military Procedures Manual, a DOD-specific training resource for all moving agents and drivers.
Committed to industry improvements, Tim currently serves as a member of the Executive Committee for the American Moving & Storage Association’s Government Traffic Committee, was elected to serve as the Vice-Chairman of the International Association of Movers and on the SDDC Surface Transportation Executive Working Group.
Tim attended Eastern Illinois University in Charleston, Ill., where he received a B.A. in Economics in 1990 and an M.A. in Economics in 1991.
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SCOTT KELLY
President
Suddath Government Services
Scott Kelly is the president of Suddath Government Services (SGS), a division of The Suddath Companies. SGS is comprised of a network of agents and has a worldwide capacity that is unsurpassed in the military and government services household goods relocation market. This network draws from worldwide, unaffiliated agencies as well as from the domestic van line industry, including United Van Lines, for whom Suddath is the largest agent.
As an industry veteran, Scott has been with Suddath for more than 25 years. He is responsible for the development of the Department of Defense and General Services Administration business, including customers such as the Center for Disease Control, Bureau of Public Debt, DEA and Department of State. He was also responsible for the success of the DOD’s Household Goods Re-Engineering Project as well being rated the number one move manager under the Full-Service Moving Project.
Scott is an active member of multiple industry organizations. He serves on the International Association of Movers Military Committee and is a former chair of the Government Traffic Committee for the American Moving and Storage Association.
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MATT CONNELL
President
TMM, Inc.
Matt Connell began his corporate career in 1996 with Cameron and Barkley as a
Sales Representative in Albany, GA.
He moved to Jacksonville, FL, in 1998 to join The Suddath Companies as an Agency Development Representative.
He had an active career at Suddath culminating with his promotion to Director of Business Development in 2003.
Matt recognized an underserved market segment in the Military Household Goods Industry in 2003 and started TMM, Inc.
in October 2003. He hired his first 4 employees and procured office space in March 2004. The company has grown
tremendously and TMM, Inc. is now the largest provider of SCAC services in the world.
Matt has received
the Jacksonville Businessman of the Year award in 2008. He has been a two-time finalist for the Ernst & Young
Entrepreneur of the Year and was also named the Ultimate CEO by the Jacksonville Business Journal.
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JEANETTE HOMAN
President
Lambert Enterprises, Inc.
Jeanette Homan began her career in the moving and storage Industry in 1976,
working part-time during and after graduating high school for Mrs. Leota Lambert, the owner and founder of
Lambert Transfer & Storage. After taking a few years off to focus on her three children, she returned
to work for the Company in 1989. She continued to acquire experience in the industry by working with the
TQAP Program, Non-Temp Storage, and the DPM/ Local Move Contracts, all by providing services at the Naval
Air Station in Lemoore, California. Jeanette also accredits her knowledge of the moving business to her
husband Richard, having over 40 years of experience himself, she was able to glean “tips of the trade
” from him. In the year 2007 she began managing Lambert Transfer & Storage, and eventually became
President and owner of the company in January, 2011.
Since the implementation of DP3, she has successfully transitioned and expanded the scope of business
to include the entire state of California. To date, the organization also handles insourcing from various
other TSP’s; such as Syncada invoicing, Claims processing, DPS shipment management and dispatching.
She has a working knowledge of military business from both the TSP and the Agent perspective, making her
an objective voice for the industry.
The company is proud to be members of IAM, AMSA and CMSA, and in 2009 was presented Lemoore’s
Chamber of Commerce “Business of the Year” Award. Jeanette is diligent in maintaining
solid, working relationships with others to create effective use of the DP3 program and is currently
serving on the National Defense Transportation Association (NDTA) Household Goods Subcommittee to
help bridge PPSO/industry communication. Though she is committed to her business and staff,
she is dedicated to devoting time to her greatest accomplishment and most cherished asset,
her eight exuberant grandchildren.
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Van Line Panelists
CONRAD SWANSON
Senior Vice President of Agency Development
Arpin Van Lines
Conrad Swanson is the Senior Vice President of Agency Development, responsible
for Arpin Van Lines’ relationship with Agents as well as the recruitment and training of new agents. Mr.
Swanson joined Arpin in 1990 and is a current member of Arpin Group Management Committee. Prior to his current
position, he spent a year developing a Service Improvement department at Arpin Van Lines, Inc. From 2001 through
2007, Mr. Swanson served as General Manager of Arpin of Rhode Island, an Arpin Van Lines-owned agency. He started
his career at Arpin, working 11 years as a driver and crew chief servicing Arpin Van Lines’ household
relocations. Mr. Swanson has a Bachelor of Arts degree in Business Economics from Brown University.
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STEVE HERMANN
Vice President of Agency Development
Atlas Van Lines
Steve Hermann is currently the VP of Agency Development with Atlas Van Lines. He started his career with in 1978 in HHG's operations. Throughout the years he has had ever increasing responsibility and promotions, which are listed below:
1980-81 Eastern shorthaul manager
1981-82 Manager Shipment Informantion, Service Assurance Monitoring
1982-84 Western Zone manager
1984-85 Director HHG's Eastern operations
1985-87 Agent Recruiter
1987 Director of Incorporated Carriers, Atlas subsidiary
1987-98 Director of Commercial Truckload Division
1998-07 AVP Logistics
2007-10 AVP Agency Development 2010-2011 Interim Manager Smart Move, Atlas Subsidiary
2010-present VP Agency Development
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TIM HELENTHAL
President & COO
National Van Lines, Inc.
Tim Helenthal serves as the President and COO of National Van Lines, Inc.,
an employee-owned, Broadview, Illinois-based company.
Tim began his career in the moving and storage industry in 1994, as Manager of the Total Quality Assurance
Program (TQAP) for National’s military division. In 2000, he was named Vice President of Agency
Services for military.
His experience with TQAP led Tim to develop in-company programs which identify and select quality suppliers
for household goods relocations, while monitoring trends within the DOD Personal Property Program, and
interpreting and executing ever-changing government guidelines. He oversaw the development of National
’s “PREVENT” quality control program, which includes the Military Procedures Manual,
a DOD-specific training resource for all moving agents and drivers.
Committed to industry improvements, Tim currently serves as a member of the Executive Committee for
the American Moving & Storage Association’s Government Traffic Committee, was elected to
serve as the Vice-Chairman of the International Association of Movers and on the SDDC Surface
Transportation Executive Working Group.
Tim attended Eastern Illinois University in Charleston, Ill., where he received a B.A. in Economics
in 1990 and an M.A. in Economics in 1991.
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ANDY KROLL
Vice President & General Manager
northAmerican Van Lines
Andy Kroll was named Vice President and General Manager of northAmerican Van Lines in February 2014.
As a 27-year veteran of the moving services industry, Andy began his moving career as a college temp sweeping warehouse
floors. His career blossomed over the years, progressing to multiple leadership positions at three prominent Allied
and northAmerican agencies, where he was recognized with numerous national and local Sales and Management awards.
As a Regional Vice President for northAmerican Van Lines, Andy established himself as an industry leader, taking on
co-chairman responsibilities of the NAMA (North American Mover's Association) Quality Committee and Sales Committee.
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MORRIE STEVENS, JR.
Vice President
Stevens Worldwide Van Lines
Morrie Stevens attended Western Michigan University and graduated from The Hayworth College of Business in December 1995 where he concentrated on Marketing and Business Management. Like many family moving businesses, Morrie started working on the trucks at an early age. Over the years, he has held various positions at Stevens. In 2006, he was promoted to Vice President and heads up the growth of the Stevens Agency system.
Morrie is a graduate of AMSA's Young Executive Program and a 1999 graduate of AMSA's Mentor Program. Morrie is a member of AMSA’s Education Committee. He is also registered as a CMC and is RIM certified.
Stevens Worldwide Van Lines is an internationally recognized industry leader, and employs approximately 180 individuals during peak season. Stevens has four company-owned offices, more than 124 agents nationwide and more than 400 international agents. Stevens corporate headquarters is located in Saginaw, Michigan, while Stevens International Forwarders operates from Fort Wayne, Indiana. The ownership of Stevens Van Lines is unique, as it is owned 70% by the Stevens Family and 30% is owned by the employees.
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PATRICK G. BAEHLER
Senior Vice President of Global Sales
UniGroup, Inc.
Patrick G. Baehler is the senior vice president of Global Sales for UniGroup, Inc., parent company for United Van Lines and Mayflower Transit. In his position, Pat is responsible for overseeing all sales activities, customer service and the customer call center. He also works closely with contracts and pricing.
Baehler has been working for companies in the UniGroup family for more than 30 years. Prior to his position in Sales, Pat served as the President of UniGroup Relocation, the international subsidiary of UniGroup, Inc.
Other roles in the company have included executive vice president of Integrated Operations, president of Total Transportation Services, vice president of Sales and Marketing, and director of Sales and Marketing, at Trans Advantage.
Before his work at Trans Advantage, Baehler was the director of Corporate Sales, as well as the regional director of Operations, at United Van Lines. He began his tenure with United Leasing before it became Trans Advantage, as a sales representative.
Before working at UniGroup, Baehler was a manager at a transportation and logistics company. He received his master's degree in business administration from Webster University and his bachelor's degree in business from the University of Missouri - St. Louis.
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KREGG BOREANI
Director of Agency Recruiting
Wheaton World Wide Moving|Bekins Van Lines
Kregg has a Transportation career spanning 35 years. Since earning his MBA from Loyola University of Chicago, Kregg has enjoyed success in a number of highly diverse roles, having been blessed to work with some of the finest organizations in the industry. Kregg began the Logistics focused portion of his career in varied positions of expanding responsibility with the highly successful HVP/Electronics division of North American Van Lines. From there, Kregg shifted his career to International Relocation Services with Allied International, and one of their largest Partner Agencies during the company's most successful period of expansion.
Having moved to the Household Goods moving side of the business for the past 16 years, Kregg has spent most of his time in leadership roles with agents of two of the three largest van lines. Since joining Wheaton World Wide Moving|Bekins Van Lines in his current role, Kregg has served in the capacity of identifying, vetting and recruiting a number of new agents for both organizations. Kregg's ability to understand both the agency and corporate perspectives, built from many years on both sides of the relationship, enables him to serve the best interests of both, and creates continuous growth opportunities.
Kregg fully understands what the moving public expects from their mover. His family has lived in IL, MI, MD, TX and now again in his home state of IN.
Kregg is pleased to be a part of the CMSA Conference again this year, and grateful to be able to learn more about the challenges facing today's professional moving companies, especially in the state of California.
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SANDI LUIGGI
Director of Service Provider Network
Interstate Van Lines, Inc.
Sandi Luiggi, who formerly served as Director, Customer Care and Quality Control at
Interstate Van Lines, was promoted in 2016 to Director, Service Provider Network. In her current role, Sandi
is responsible for business development, quality control, and recruitment and retention of service providers,
specific to the Department of Defense (DoD) market. She has ten-plus years of experience in the moving industry,
with demonstrated expertise in project management, process improvement initiatives, and leading customer service
teams. Sandi's exceptional ability to manage and develop customer service teams through the implementation of
strategic and tactical business plans has resulted in impressive gains in customer satisfaction ratings.
Prior to joining Interstate, Sandi spent twelve years in the defense contracting industry in a variety of
financial analysis and management positions at Computer Sciences Corporation.
Sandi holds a B.S degree in Management from West Virginia University, and a MBA from Virginia Tech.
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