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102nd Annual CMSA Convention

Speakers
April 14-19, 2020


 

Guest Speakers

STEPHEN J. WEITEKAMP
President
California Moving & Storage Association (CMSA)

 


Stephen J. Weitekamp has spent his career working in the moving industry. His path has taken him through almost every job in moving and storage, making him uniquely qualified to represent the industry. He personally oversaw moves for numerous dignitaries and celebrities, including President Ronald Reagan. Steve has overseen unique moving installations from Hawaii to New York City.

For more than 30 years, Steve has actively participated in the California Moving and Storage Association (CMSA), a nonprofit trade association representing over 350 licensed California moving companies and almost 200 affiliated businesses. He has served the CMSA at the Chapter and State level since 1988. He was elected to CMSA’s Board of Directors in 1991 and elected Chairman of the Board for 2001-2002. Since 2006, he has served as President of the California Moving and Storage Association. Steve has had a positive impact serving on numerous industry boards and committees including: AMSA, MSI, IAM, and NCMA. He has also been a member of the California Bureau of Household Goods and Services Advisory Council since its inception.

His goals for the CMSA are to continue to work with its members to improve the image of our industry with the moving public and the government agencies that regulate them; to educate the public that an “internet only” mover is not a viable option when selecting a mover; and to offer quality endorsed programs and continuing education that make the CMSA an increasingly valuable asset to its members. 


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THOMAS McCARTHY
CMSA Chairman 2019-2020
President of McCarthy Transfer & Storage
(Speaker & Moderator)

 

Thomas McCarthy is the fourth-generation mover in his family business, McCarthy Transfer & Storage which first opened in La Mesa, Ca in the year 1919.  On this past February 19th, it celebrated its 100-year anniversary.

Thomas graduated from Helix High School and has taken classes at Grossmont College continuing his education in San Diego. Thomas grew up in the industry and was on the trucks since an early age.

Leaving McCarthy Transfer to explore different opportunities gave him a chance to learn about retail, manufacturing, banking and real estate. In 2007, it was time to come home to McCarthy Transfer & Storage where he has been working to grow and diversify the now 100 year old company and lead it into the future. When not working, Thomas can be found spending time with family enjoying the outdoors glamping in a fifth wheel, riding motorcycles or making trips to wineries to discover new wines.

He was the Chapter President for the CMSA San Diego Chapter and won Chapter of the Year twice, currently he is serving on the CMSA Board of Directors and is your incoming Chairman

 

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CHUCK WHITE
President
International Association of Movers
(Speaker)

 

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. In 2019 he was promoted to President.

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)

 

John Becker serves as Interim, President of AMSA. His responsibilities include overseeing Legislative Affairs, Regulatory initiatives, Membership benefits, Education/Training, Military policies and educating consumers on the moving industry.

Previously he served as Vice President of Military Policy, developing AMSA’s policy decisions relating to DoD and GSA personal property rules and procedures.  He also oversaw AMSA’s education, training, data analysis and meeting development sections.

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.

 

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Regulatory/Legislative Panelists


NICHOLAS OLIVER
Bureau Chief
BHGS

Nicholas Oliver was appointed to serve as Chief of the Bureau of Household Goods and Services on September 29, 2017. Since his appointment, Chief Oliver has overseen implementation of SB 19, which created the Division of Household Movers. Under Chief Oliver’s leadership, the Bureau has dedicated resources to licensing, enforcement, outreach, and policy development to ensure successful administration of the Household Movers Act.

Prior to his appointment, Chief Oliver was an Environmental Scientist at the California Department of Resources, Recycling and Recovery 2013, and an Air Resource Technician at the California Air Resources Board from 2012 to 2013, where he also served as an Air Resources Laboratory Technician from 2008 to 2012.

 

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JOSHUA W. SHAW
President
Shaw / Yoder / Antwih / Schmelzer & Lange, Inc.

 

Joshua W. Shaw, A long-time lobbyist and chief executive serving non-profits, Josh offers a history of bringing together stakeholders and decision-makers, to forge lasting policy solutions to the many challenges facing California-based organizations and communities.

Having proudly served the California Transit Association and its members for more than 30 years, Josh is thought of by many in Sacramento as “the transit guy.” His knowledge base and contacts extend well beyond public transportation issues – in the broader transportation field, Josh also expertly navigates the complex statutory and regulatory pathways that govern highways, streets & roads, goods movement, vehicles, self-help and planning processes, air quality, and a variety of alternative and emerging mobility models.

Josh works regularly with a variety of public agencies in California to enhance local communities through pursuit of policy and funding goals across numerous responsibility areas, including environmental, housing, labor, infrastructure and taxation.

He’s particularly adept at delivering budget and funding answers for clients seeking support from California government.

Josh also supports many of the firm’s private sector clients, including several Fortune 100 companies. Integral to maintaining and growing California’s economy, companies and trade associations utilize Josh’s network of government contacts to ensure competitive advantages obtain and regulatory hurdles balance the state’s interests with the need to retain innovative edges.

He currently sits on the Advisory Board of the University of California’s Institutes of Transportation Studies. He has served on the Executive Committee and Board of Directors of the American Public Transportation Association, as Vice Chair of State Affairs.

Josh holds a Master of Arts degree in American Government and Politics & Public Administration, from the University of California at Davis, as well as a Bachelor of Arts degree in Political Science, from the University of California at Santa Barbara.

He lives in Sacramento, with Silvia and their son William

 

 

 

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Military Breakout Session Panelists

 

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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DANIEL BRADLEY

International Association of Movers
(Speaker & Co-Moderator)

Dan Bradley joined the International Association of Movers (IAM) in June, 2018 as their Director, Government & Military Relations.  In this role, he serves as the primary contact between the Association and its membership with the U.S. Department of Defense (DoD) and other U.S. federal agencies with whom the IAM Membership conducts business, and which have enforcement and regulatory authority over the moving, forwarding and relocation industries.

Bradley is a former DoD logistician with a broad background in domestic and international transportation operations, including operational level transportation movements and command headquarters policy, guidance, and oversight of freight, personal property, and unit deployment functions. He spent eight years at the Surface Deployment & Distribution Command (SDDC) as a Department of the Army Civilian filling multiple positions. 

Key to his new role at IAM, Bradley also served as Deputy Chief of Staff for Personal Property (SDDC), where he was responsible for DoD’s Personal Property Program. There, he led 90 personnel in over 12 geographically separated locations to manage the movement of household goods and privately-owned vehicle shipments worldwide.

Bradley retired from the US Air Force in 2010 after 20 years of active duty as a Transportation and Logistics Readiness Officer. 


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JOHN BECKER
American Moving & Storage Association (AMSA)
(Speaker & Co-Moderator)

 

John Becker serves as Interim, President of AMSA. His responsibilities include overseeing Legislative Affairs, Regulatory initiatives, Membership benefits, Education/Training, Military policies and educating consumers on the moving industry.

Previously he served as Vice President of Military Policy, developing AMSA’s policy decisions relating to DoD and GSA personal property rules and procedures.  He also oversaw AMSA’s education, training, data analysis and meeting development sections.

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.

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TIM HELENTHAL
President & COO
National Van Lines, Inc.


Tim Helenthal - Long-time National Van Lines executive Tim Helenthal assumed the company’s top leadership role at the start of 2020, becoming CEO & Chairman of National Holding Co., the parent company of National Van Lines and National Forwarding Co.

Tim oversees National Van Lines’ corporate direction and strategy by combining industry expertise with visionary thinking. Focusing on developing his leaders, he champions an employee team dedicated to maintaining the reputation of a trusted company that values its customers.

Tim’s scope extends beyond NVL’s corporate boundaries. He was the International Association of Movers’ Vice-Chairman before his 2017 election to Chairman and two subsequent re-elections. He’s on the Board of Directors for the American Moving & Storage Association and serves on that organization’s Government Traffic Committee. In the military sector, Tim serves on the newly formed Personal Property Executive Working Group created by the United States Transportation Command.

Emphasizing the strengths of a boutique van line, Tim prides himself on the close relationship he’s built with NVL drivers, agents, and employees over the 25 years he’s worked at National.
“The biggest differentiator between us and our competition is that we truly operate on the basis of small-company values with big-company resources,” Tim said. “I know our drivers on a first-name basis. If folks want to get in touch with me, they can. My door’s always open.

“We want to have that open-door policy throughout the company. I think that helps makes us a lot closer to our customers, so we can hear them and reach them when they need help.”

With the transportation industry’s reliance on machines and technology, it might seem the human element is at risk of getting lost in the shuffle. However, Tim fully understands the value people bring to the moving-and-storage world.

“Human capital is a tremendously important part of the business. I think we’re in a great position to offer folks an opportunity to be a part of the company, to be an employee-owner.

“I’m extremely collaborative. I want folks’ ideas,” Tim said. “I don’t want to rush into any kind of a decision without going to the people who are the subject-matter experts. At National Van Lines, we give people a great opportunity to think on their own and not have a top-down, ‘this is the only way things are going to work’ approach.”

An ardent supporter of the hunger-battling organization, Move For Hunger, Tim and his daughter, Lauren, set a Move For Hunger fundraising record by generating $6,721 in donations during the 2016 Rock ‘n’ Roll Chicago Half Marathon.

Tim lives in suburban Chicago with his wife, Danielle, and has three daughters. He eagerly cheers for the St. Louis Cardinals—despite being severely outnumbered at the NVL HQ—particularly when they’re playing against the Chicago Cubs. He also enjoys running, reading and family time.

He attended Eastern Illinois University in Charleston, IL where he received a B.A. in economics in 1990 and an M.A. in economics in 1991.

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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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Van Line Panelists

 

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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MARK DOYLE
Executive Vice President
National Van Lines, Inc.


Mark Doyle serves as Executive Vice President of National Van Lines, Inc. with day-to-day responsibility for Operations, Customer Experience and Sales & Marketing, playing a vital, hands-on role for the growth of the organization with his understanding of the issues facing van lines, agents and drivers.

Beginning his moving career in college, Mark’s drive and keen grasp of the industry naturally resulted in record-setting sales achievements in multiple positions, as a corporate vice president and as an agent owner. He has served as Vice President of Sales & Marketing and Agency Development for National Van Lines as well as COO and Sr. Vice President for Bekins A-1, the largest booking agent in the Bekins system.

A hands-on executive, Mark’s achievements include creating operating manuals and establishing objectives and standards for his teams, as well as developing sales aids, collateral material and pricing programs, along with mentoring team members. That successful combination led to substantial increases in agent recruitment and commercial sales revenue. Embracing digital marketing, Mark established an expanded presence in his organizations’ Call Centers, launching websites with integrated SEO, introducing new lead acquisition and management strategies for better conversions and more appointments.

Mark has also exercised his entrepreneurial side as an agent owner in the Chicago market, with multiple locations. According to Mark, “Owning and operating an agency means becoming knowledgeable in Operations, Sales, Safety, Recruiting, Employee Management, ‘Poor Man’s’ Attorney, Bookkeeping, P&L, Banking and Company Lines of Credit, Real Estate/Leases, Insurance Purchasing and Risk Management, Vehicle Purchasing, Vendor Negotiation, Call Center Operations, Lead Management and basically every facet of a small business.”

Mark serves the business community as an active Board of Director member for the Chicagoland and Northern IL Better Business Bureau, and is a Certified Moving Consultant. He and his wife, Erin and their two daughters live in Aurora, IL and in his spare time, he enjoys golf, reading, listening to music, watching sports, classic movies and being with his family.

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MARK DAVISON
Director of Van Lines Safety Department
SIRVA


Mark Davison is a native of Indiana and graduated in 1984 from Indiana University with a B.S. in Business.  He began his career in the transportation industry with North American Van Lines in 1985.  Earlier in his career Mark held various positions in operations management, which concluded as the General Manager of the North American Van Lines Commercial Transport Division’s Fort Wayne, IN terminal. 

In 1994, Mark moved into the North American Van Lines Safety Department with responsibility for carrier regulatory compliance and risk management.    In 2000, he was appointed to the position of Director, Safety for SIRVA.  SIRVA is a global relocation services company that includes the established interstate household goods moving brands of Allied and North American Van Lines.  With his responsibilities, Mark has overseen the company’s OSHA, EH&S and DOT compliance programs as well as training, recruiting and retention of SIRVA’s 3,500 driver fleet.

Mark received his Certified Director of Safety designation through the North American Transportation Management Institute and has held various elected positions with the American Moving & Storage Association’s Safety Council, including the Chairman.  Additionally, he has been an active member of the American Trucking Associations and the Indiana Motor Truck Association’s Safety Management Councils.

Mark resides in Columbia City, Indiana, with his wife Karen.

 

 

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MARC ROGERS
President and Chief Executive Officer
UniGroup, C.A.




Marc Rogers is president and chief executive officer for UniGroup, C.A. and its operating subsidiaries, which include the largest and most well-known household goods movers United Van Lines and Mayflower. Rogers has decades of experience in the transportation industry and is known for transforming companies to meet customer and stakeholder needs.

Rogers began his transportation career with Knight Transportation where he held senior level operations and sales positions. He then took on the role of Senior Vice President with Schneider National. While at Schneider, Rogers managed nearly 7,000 drivers, oversaw a billion-dollar truckload division and transformed the business into a regional model. Prior to joining UniGroup, Rogers was the President and CEO of Interstate Distributor where he served from 2012 to 2017.

Marc has served on a variety of community and charitable organization regional board of directors including the Red Cross, Boy Scouts of America, regional food bank Emergency Food Network and the St. Louis Municipal Theater (The Muny). He is an active member of the American Moving and Storage Association’s (AMSA) board of directors and serves as the Vice Chairman of the Government Affairs Committee.

Rogers earned his bachelor’s degree in marketing from Brigham Young University, MBA from University of Phoenix and Executive Management from Columbia University.

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KREGG BOREANI
Director of Agency Recruiting
Wheaton World Wide Moving|Bekins Van Lines


Kregg Boreani
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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