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NUTS & BOLTS

NUTS & BOLTS The President’s Message: “Reflections on Thanksgiving” Read more on pg 4. “A Day in the Life of…” - Ron Snell Read more on pg 7. Power Systems’ Butch Huffman Retires after 25 Years of Service Read more on pg 10.

VOLUME 5 ISSUE 11

President’s Message:

“Reflections on Thanksgiving” pg 4

LiftOne Delivers for Amazon pg 13

LiftOne Delivers for Amazon Read more on pg 13. CTE’s Near Miss Program Read more on pg 15.

INDEX

Community Service Day at Second Harvest Food Bank of Metrolina Read more on pg 21.

Construction News pg 6-9

Power Systems News pg 10-11

Pinnacle Cranes News pg 12

LiftOne News pg 13

CTE News pg 14-31


Table of Contents

The President’s Message “Reflections on Thanksgiving” Construction News • Parts Inventory • “A Day in the Life of…” - Ron Snell • 2017 Training Schedule • Introducing the Southern Vac Website

Nuts & Bolts | November 2016

pg 4-5 pg 6 pg 7 pg 8 pg 9

Power Systems News • Power Systems’ Butch Huffman Retires after 25 Years of Service pg 10 • Greensboro Truck Team Successfully Implements Service Link pg 10 • Emergency Vehicle Services Gains Charlotte Airport Account pg 11 Pinnacle Cranes News • United Infrastructure on the Road to Hilton Head • New Customer: Guy M. Turner

pg 12 pg 12

LiftOne News • It’s a Digital World • LiftOne Delivers for Amazon

pg 13 pg 13

CTE • I Am Glad to Be Alive! • CTE’s Near Miss Program • iPhone and iPad scams are on the rise • 2016 Performance and Development Plan Training Schedule • October 2016 Impact Awards • CTE Supports Hurricane Matthew Disaster Relief Efforts • Community Service Day at Second Harvest Food Bank of Metrolina • Giving Back - Construction • Carolina CAT Power Systems: 2016 Season of Giving Back • Giving Back - LiftOne • Angel Tree • CTE’s 90th Anniversary • Healthy Holiday Challenge • 2017 Holiday Schedule • Upcoming Dates at CTE

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pg 14 pg 15 pg 16 pg 17 pg 18 pg 20 pg 21 pg 22 pg 24 pg 25 pg 27 pg 28 pg 29 pg 30 pg 31


Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

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The President’s Message

Nuts & Bolts | November 2016

“REFLECTIONS ON THANKSGIVING” They say giving presents at the holidays makes people feel better THAN receiving presents. It is also said, when someone is feeling down or depressed the number one best thing one can do to get out of this state of feeling is to do something “kind” or “helpful” for someone else. Though it may sound counterintuitive, research supports these two claims. It appears that we as humans “gain something” when we help or contribute to the lives of the people around us. At CTE, we are a company of givers. It’s part of our DNA. Yes, we give of ourselves every day to serve the customer. Today though, I want to call out our company ethos of “giving back” to our communities. I am so proud of how giving our people are. You are awesome and truly make a difference where we live and work. We contribute our time in schools to teach Junior Achievement classes, read to first graders and build houses with Habitat for Humanity. We participate in group activities at local food banks, heart walks, breast cancer awareness events, and other great causes. When natural disasters strike, such as Hurricane Matthew in October, we gathered hundreds of items for people in need. Throughout this issue, you can read more about each of these activities. These acts of kindness bring us together.

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In addition, our company makes charitable contributions to many organizations. Our employees organize fundraisers for employees who are going through challenging times and to support other worthy organizations. We are good and giving people.

Giving was a habit. December is “The Giving Month” – over 30% of ALL 2015 giving occurred between December 1 and 31, 2015. As I reflect on the upcoming “Giving Month”, I would like to share with you how I look at giving: First, I cannot remember a time when I did not observe my parents and grandparents modeling philanthropic behavior: Giving was a habit. I heard stories of my grandfather’s involvement at Barium Springs Home for Children. I witnessed my father make gifts to our church, to Boys Town and to various charitable projects that help build our communities and its people.

Education and helping others gain knowledge has always been a component of our giving and our company. Both my grandfather and father gave to schools, community colleges and colleges. They believed in the power of education. Education makes a difference in people’s lives – it’s a passport to a better life. Education and helping others gain knowledge has always been a component of our giving and our company.


Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

Second, we have a family and company ethic of gratitude and thankfulness. In this respect, when CTE succeeds in the communities where we operate, we feel compelled to give back and support those communities that allowed for our success and for the employment of our people. This is why we opt to give of both our time and financial resources. We often speak of customers, employees and their families, manufacturers, and even the banks as CTE partners. We rarely mention another important stakeholder in our business:

“You make a living by what you get, but you make a life by what you give.” our communities. This time of year, around Thanksgiving, is a good time to recognize our communities and acknowledge the great work we all do together to extend that support.

People ask what makes CTE so special and we often point to our values. Our shared values are what bind us together, help us to work together better, and ultimately thrive together as we create trusted partnerships with our customers. It’s been said, “you make a living by what you get, but you make a life by what you give”. It’s almost as if the author of this quote had CTE in mind when he penned this phrase: we indeed make a life through our giving and it’s a good life indeed.

Ed Weisiger Jr. CEO/ President of CTE

Back to Table of Contents

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Construction News

Nuts & Bolts | November 2016

CAROLINA CAT ANNUAL PHYSICAL PARTS INVENTORY Each year the Carolina CAT Parts Department performs a physical inventory to count all parts stocked throughout our warehouses, vehicles and customer consignments. This is an event that has taken place in one fashion or another at CTE through annual, cycle, or bin counts since the company’s beginning in 1926. On Friday September 30th, the Carolina CAT Parts Departments, including CE, Truck, Power Systems, and Pinnacle conducted their annual physical parts inventory for 2016. Our physical inventory is extremely important to our company and takes a lot of effort from many employees to make these counts successful. This year we had 67 parts employees, 176 salaried employees and 6 technicians participate in our inventory counts. Over the years, we have become more efficient with this process. Though our inventory values and line items have increased dramatically over the years, we have been able to reduce

our average completion time from 8-10 hours down to an average of 5-6 hours. This has been accomplished through improved processes and procedures including pre-counts, bin verifications, training, and the support received from many of you.

2016 Carolina CAT Inventory Tidbits: • Inventory value – $16.3 million • Total line items – 98,166 • Total inventory adjustment – (-0.294%) • Lowest value for an individual part counted – $0.08 • Highest value for an individual part counted – $53,301.50 • Largest quantity for an individual part counted – 5,288 • Largest part counted weighs – 11,464 lbs

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Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

DAY IN THE LIFE OF: RON SNELL Ron Snell 1.5 years with CTE and 14 years of industry experience My typical day starts at 5:30 in preparation for the day ahead. After lunches Ron Snell and Family have been made and all animals are fed, it’s off to the office. I am a rental coordinator based out of CTE’s Monroe location. CAT Monroe has been a great location for me to call home due to living and growing up in Mint Hill. As the coordinator for the Monroe branch, I am responsible for providing service to the following counties: Union, Anson, Richmond, Stanley, and Montgomery. When the day starts, you never know what may lay ahead; things change quickly and drastically as a rental coordinator. Generally, the first order of business is to assure all contracts and hauling are ready to deliver the first round of rental equipment for the day. From there, the day can go in a multitude of different directions. I currently support numerous rental sales reps as well as GCI and compact salesman. Engaging with direct call in’s from customers has allowed me to even better serve and get to know many of the contractors in my territory. Establishing personal connections with them has led to an increase in rentals for the area as well as providing a foundation for business to continue to grow. I have been a long time believer that customers who are comfortable and trust their vendor’s will tend to repeat their business. When the customer has finished their rental, a call off is established to take the piece off rent then hauling is arranged to have the equipment picked up and

returned to the appropriate location. Contracts are then closed and invoices created. Equipment is scheduled “to be turned” before heading out for the next rental. All equipment when received goes through a process of cleaning and servicing to assure the next customer in line is receiving a quality Cat product from the Rental Store. I have been in the construction industry for the last 14 years, most of those serving as a rental manager for a Pile Driving Manufacturer. Coming to CTE has allowed me to continue to grow and expand my knowledge of the rental industry. I have been with CTE for a year and a half and hopefully will continue to grow and continue to build strong connections and relationships with my customer base as well as fellow employees. I am supported at home by a wonderful family, my wife Nanci of 17 years and two boys, Travis 14 and Sam 11. Both are heavily involved in athletics as I am, coaching both in baseball. Once the work day is over, the second shift begins in running them back and forth to games and practices. I currently serve on the Mint Hill Athletic Association board as the current baseball commissioner as well as past Little League President. Aside from working full time with Wells Fargo, my wife Nanci is involved with school PTA and Booster Club for the elementary and middle school. With the hectic schedules and as much time as it takes to make everything work, I’m not sure if the Snell family would have it any other way. Thank you Carolina CAT for providing the support my family and many others just like us depend on. This is a day in my life. You can reach Ron Snell by email: rsnell@carolinacat.com Back to Table of Contents

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Construction News

Nuts & Bolts | November 2016

Here is the link to the search page. Users will have to have a CWS username and password, and follow the directions on the bottom of the calendar.

Class

2017 FIRST HALF SERVICE TRAINING SCHEDULE

SIS/ET

Tier 4 Final

Dates Course# Length

Jan 5, Jan 9, Jan 12, Jan 16

Jan 30, Feb 13, Feb 20, Feb 27, Mar 6, Mar 13

45531

41619

2 Day

4 Day

Principles of A/C

Apr 18, Apr 25, May 2, May 9, May 16

45268

3 Day

Tier 4 BCP-CCE

Apr 11, Apr 18

41597

3 Day

Mini Hyd. Ex. 302.5 -305.5

Jun 13, Jun 20,

44528

3 Day

Learning Objectives

Level Required

Optional

Upon completion of this course the technician will be able to find the correct part(s), using basic and advanced search technics, interpret service letters, troubleshoot a problem via a service mag or TIB’s using SIS. Identify and clear fault codes, view and save product status reports and view and set component parameters using ET. This course also covers proper service reporting, using the 3 C's ( Complaint, Cause and Correction).

Levels 1 and 2

All Levels, Rental

Levels 3 - 6

Level 2 / Rental

Level 2

Levels 3 - 6/Rental

CCE Levels 1 - 5

Rental/ All Others

CCE Levels 1 - 5

Rental

Navigate SIS Web and demonstrate use of selected service publications in a lab exercise. Identify the functionality and perform selected operations within Cat ET while connected to a Tier 4 Final engine in a lab exercise. Summarize the function and troubleshoot various NOx Reduction Systems (NRS) in a lab exercise. Summarize the function and troubleshoot various regeneration systems in a lab exercise. Summarize the function and troubleshoot various fuel systems in a lab exercise. Describe DEF composition, safety concerns, storage requirements, and perform DEF concentration test in a lab exercise. Summarize the function and troubleshoot the SCR System in a lab exercise. Describe the function of the operator warning system and explain the operator inducement strategy. Prequisties must be completed prior to registration. Upon completion of this course, the technician will be able tolist the components of an A/C system and state their function. Perform routine maintenance and charging of vehicle A/C systems. Properly operate A/C gauges, vacuum equipment and scales. Identify, troubleshoot, and repair vehicle A/C systems issues. Achieve Mobile Air Condition Society (MACS) certification. Upon completion of this course, the technician will become familiar with th Cat-branded engines emssions solutions used in the BCP - CCE equipment. Focusing on the emissions systems, fuel systems and EGR. This course identifies the components and describes the operation of the power train hydraulic system, brake hydraulic system, steering hydraulic system, implement hydraulic system and the hydrostatic drive electronic control system. The Mini Excavator course discusses the basic design characteristics and machine systems including component location and function. Hydraulic systems operation and maintenance points are also covered.

REGISTRATION IS THROUGH THE DEALER PERFROMANCE CENTER Manager approval is required

STEP 1 - Select " Available Courses" from the Home Page, this will take you to the page below. *******************************************************************Next Page*********************************************************************************

STEP 2 - Enter Course #

STEP 3 - Select "View Classes" to register for class.

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Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

INTRODUCING THE SOUTHERN VAC WEBSITE: http://southern-vac.com/

Back to Table of Contents

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Power Systems News

Nuts & Bolts | November 2016

POWER SYSTEMS’ BUTCH HUFFMAN RETIRES AFTER 25 YEARS OF SERVICE The one and only Butch Huffman, of Power Systems, has retired from CTE after 25 years of service. Over the years, Butch has held just about every position possible in Power Systems. He has been the Power Generation Service Manager, Used Equipment Manager, Rental Manager, Industrial Engine Sales Manager, Truck Engine Account Manager, New Equipment Sales, and Relationship Manager for Stowers E.D. Butch won Rental Sales Person of the Year three times. For several years, he very successfully grew the business that we had with Roadtec Inc. of Chattanooga, TN, the company to which we sold industrial engines. As Rental Manager, Butch was always first on site for a customer emergency, whether it was in the middle of the night or on a holiday, you could always count on his incredible sense of urgency for the customer. He is part of the meaning behind “Up and Running.” In Butch’s early days with us, he worked very closely with Caterpillar and made us shine as a dealer, despite our smaller territory. Butch was a mentor to many in the Power Systems division. He will be greatly missed!

Power Systems President Mike Brown speaks at Butch Huffman Retirement Luncheon.

Post retirement, Butch plans to travel to see distant family and catch up with old friends. He and his wife, Jan, recently sold their family home of 20+ years and purchased the home in which they will retire, and plan on settling in and adding their own personal touches/making it their own. Butch is also an avid hunter and will be spending much time in the woods, locally and afar. On Wednesday, November 2, a retirement luncheon was held in his honor.

GREENSBORO TRUCK TEAM SUCCESSFULLY IMPLEMENTS SERVICE LINK The Greensboro Truck Team hit a home run recently with its Service Link implementation, with Service Writer Bill Culver helping to lead the initiative.

Bill Culver

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“During the Service Link implementation, Bill Culver, took all the DBS processes that he uses on a regular basis and made sure he understood them in Service Link. In addition, he learned the technicians’ side of Service Link, so that he could assist them when needed. Bill is our “go to” guy concerning Service Link. He reviews every work order that he closes for errors and has saved the department thousands of dollars by identifying parts left off work orders. Bill has gone the extra mile to help and train our new Parts Representative. He definitely takes ownership on his job! We are proud to have him on our team. Bill and his wife have two daughters, Brittney, 17, and Nicole, 18. He is very proud of his family.” –B y: Vinny Gross, Greensboro Truck Service Manager


Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

EMERGENCY VEHICLE SERVICES GAINS CHARLOTTE AIRPORT ACCOUNT Carolina CAT’s Emergency Vehicle Services team is currently servicing Blaze 1 in the Charlotte truck shop. Blaze 1 is an ARFF truck – Aircraft rescue and firefighting. An ARFF truck is a special category of firefighting apparatus that involves the response, hazard mitigation, evacuation, and possible rescue of passengers and crew of an aircraft involved in an airport ground emergency. Blaze 1 is owned by Charlotte Douglas Airport and operated by the Charlotte Fire Department alongside the Air National Guard. It is at Station 17, which is on Morris Field Road at the airport. Charlotte FD Engine 17, Blaze 3, Blaze 5, Blaze 6, and Blaze 7 are also at the same station. The following are some interesting facts on Blaze 1:

H CAT Motor, 650 HP H Automatic Transmission with top speed of 70 mph H 39.5 feet long not counting the front turret H 10.5 feet wide, 13.5 feet high H Curb weight of 87,000 lbs H Waterous 2,650 gpm (gallons per minute) high flow pump

H 3,000 gallons of water H 420 gallons of AFFF foam H 500 pounds of dry chemical H 460 pounds of Halotron 1 – A liquefied compressed gas that stops the spread of fire by chemically disrupting combustion. It leaves no residue and is safe for human exposure

H Has a bumper-mounted 1,250 gpm turret that is

Blaze 1 came to our shop for the following:

» Complete annual service of unit » Add 4 FRC LED scene lights » Do an overhead of the motor » Repair some minor oil & hydraulic leaks » Repair problem with Snozzle on truck Also stationed at the airport at Fire Station 41 are the following units: Blaze 9, Blaze 18, Blaze 42, Blaze 43 all of which are owned by the NC Air National Guard, and Blaze 41 which is owned by the airport. This station is near the newly opened third parallel runway off west Blvd. It houses seven Charlotte firemen and three NCANG fireman. It was built at a cost of $7.2 million dollars. We continue working with these groups to gain more business. - Ben Ezzell, Emergency Vehicle Services Manager

controlled from the cab that deploys water and foam

H Has a HRET (high reach extendable turret) mounted on top with a 1,250 gpm nozzle for water and foam, and a piercing nozzle for Halotron discharge

www.carolinacat.com Back to Table of Contents 11


Pinnacle Cranes News

Nuts & Bolts | November 2016

UNITED INFRASTRUCTURE ON THE ROAD TO HILTON HEAD United Infrastructure Group Purchased 4 Cranes From Pinnacle in October 2016. Following Hurricane Matthew, three of these cranes went to Hilton Head to assist with disaster relief efforts across the region. In the middle of November, an additional three 218HSLs were ordered for early 2017!! October 2016: (1) 218HSL – 110 Ton Crawler Crane (1) 238HSL – 150 Ton Crawler Crane (1) 248HSL – 200 Ton Crawler Crane (1) RTC8065 – 65 Ton Rough Terrain Crane OCTOBER CRANES TOTAL : $3,582,500.00!!!

NEW CUSTOMER: GUY M. TURNER

Pinnacle Cranes is pleased to announce that Guy M Turner recently purchased its first Link-Belt HTC-86110 (110 ton truck crane). When the crane arrived from the factory, we gathered the entire Pinnacle Cranes crew together for a picture. We sent this picture to Guy M Turner and had it made into a plaque as a gesture to let them know we appreciate their continued business and loyalty. We look forward to working with Guy M Turner on future equipment needs. 12

The Crane Service Company

www.pinnaclecranes.com


LiftOne News

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

IT’S A DIGITAL WORLD Do you remember how life was before e-mail? If you’re over 30 yearsold, you probably do. You most certainly remember what it was like without texting. So can you imagine living today without e-mail or texting? Even if you could, you probably wouldn’t want to. That is called progress. It is how the world works. We are introduced to new things and we embrace them and make them our own. So what will the world look like five or ten years from now? It surely will change.

In the Materials Handling Industry, things will surely change. And given what we have seen, we know it will only get faster and easier to communicate. Our customers will come to expect it from us, and we will have to deliver. At LiftOne, we are investing in the newer communication techniques. We are investing in talented people who know how to enable us with these tools. It’s a digital world we live in and “we “(all of us) need to open our eyes and minds and be ready to embrace these new ideas. It will be exciting and we can make it fun! We owe it to our customers.

LIFTONE DELIVERS FOR AMAZON! Working alongside representatives from Hyster and Deka battery, LiftOne Charlotte’s team (Pete Babauta, Michael Ross, Bobby Payne, Marty Tyler and Eric Arms) was able to install and put into service 48 new lift trucks, 29 hand pallet jacks and 3 Ottawa yard spotters over a five-day period. The customer had asked for a completion date of October, 26; however, the machines were installed and operational during the week of October 17, which far exceeded the customer’s expectations. Thanks to the efforts of PSSR, Jim Kinkead, an aerial work platform training class was arranged on a one-day notice. Roger Terry (LiftOne Training), conducted the class for five of their operators. Amazon is a National Account, but Account Manager Derek Owens, takes care of this Customer locally.

Marty Tyler

Michael Ross and Bobby Payne

www.liftone.net Back to Table of Contents 13


Corporate News

Nuts & Bolts | November 2016

I AM GLAD TO BE ALIVE! As told by John Kerans, Continuous Improvement Specialist. Hello, my name is John Kerans and I am a fellow coworker of yours. On September 25, 2016 I had a lifechanging moment. On this day, without any sign or warning, I had a heart attack at age 46. It is my hope to make you aware of some of the symptoms that could possibly lessen the odds of having a heart attack. This is just a brief story about my experience and does not cover all areas of Heart Disease. If you need more information, I encourage you to speak with your doctor or contact the American Heart Association. There were a few signs that I experienced prior to my event over the last year that should have told me that something was not right. Listen to your body. If something does not seem right, please talk to your doctor. Ask questions - it may improve or save your life. Some of the signs I experienced were:

Diet My diet has completely changed to a low-fat, low-sodium diet. As you may guess, this means you are eating fresh foods rather than processed, including vegetables, fruits, whole grains, high fiber, fish and lean meats. This seems tough but I have learned that everything is a habit. The choices I made prior to my heart attack were not always the best, but they were my habit. After my heart attack, my new choices are becoming my habit and I strongly feel they will be a big part of my health going forward. I am also working with a dietician who is sharing healthy recipes with me. Medicines My doctor and I discussed my medicines and even made some changes that best agreed with me. Taking my medicines as prescribed are helping with my recovery. Stress

Recovery for me and things that can be preventive for you:

Stress is a big factor and was an area where I had to make a big change. I was well known for worrying about most things. This comes from wanting to make sure that I am always doing my best for my family, friends, and my job. I have made a complete change by learning what stress to avoid and how to effectively handle stress that I cannot control through exercise and meditation.

Since my heart attack, I have made a complete life change. I am following my doctor’s plan for me to live a healthy, productive life. This includes listening

(Continued on next page)

• Swollen ankles • Getting tired faster than normal - sudden or gradual difference • Excessive weight gain • Dry cough

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to my body, taking my prescribed medicines, changing my diet and managing stress. Each day I feel improvement and recently started rehab to build strength and endurance.


Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

As a final thought… When I came to work for LiftOne, I was challenged to participate in several healthy online challenges. Participating in these challenges not only improved my focus but was a huge reason making this sudden life change was easier. I already knew that I needed to exercise more and eat better;

all I had to do after my heart attack was step it up a notch or two. I encourage each of you to participate in these challenges. If you are starting a new exercise routine, please discuss with your doctor in advance. If you have specific questions about my experience, please feel free to call me at 336-430-0810.

From “Getting to the Heart of the Matter” provided by Moses Cone Health System

Signs and Symptoms of Heart Attack – You may have all or none of the symptoms. No two people are alike! Prolonged Chest Discomfort – Aching, burning, tightness, or squeezing – Indigestion-type pain, fullness, or heaviness – Choking feeling or shortness of breath – Moist, clammy skin – Nausea or Vomiting – Dizziness or severe weakness – Restless or anxious – Pounding feeling or palpations of the chest. If you have any of the symptoms of Heart Attack you should call 911; every second counts. Controllable Risk Factors Heart Disease Smoking, Obesity, Diet, High Blood Pressure, Stress, Lack of Exercise

Uncontrollable Risk Factors Heredity, Sex, Race, Aging, Diabetes (If not controlled by Diet/Medications and Exercise)

CTE’S NEAR MISS PROGRAM “We have an app for that. . .” How many times have you heard that? It’s common lately to have technology solutions for common everyday needs. The smartphone app stores are filled with apps from geo-tracking apps, recipe books for cooking to travel guides for vacation. Lately, if you have a need, there’s an app out there for that. As Carolina Tractor continues to embrace technology, we are also looking for innovative and creative ways to fill our company’s needs. One of the needs we have is the need for our employees to easily collect and report safety “Near Miss” information. The company is developing a near miss app that will do exactly

that. When fully operational, this app will collect the important information needed to track a safety concern. This information includes location, safety details, pictures, and even video. The app will collect this information and funnel it into the safety system for review and follow up with the assigned manager. Once fully operational, this app will be pushed out to all CTE employee phones. Be looking for this app and additional communication and direction by the end of 2016. Remember. . . Start SAFE, Stay SAFE, Finish SAFE.

Back to Table of Contents 15


Corporate News

Nuts & Bolts | November 2016

iPHONE AND iPAD SCAMS ARE ON THE RISE. iPhone users are being warned this week about a new text message scam phishing for Apple IDs and passwords. The scam comes to your iPhone in the form of a text message, and claims, "Your Apple ID is due to expire today. Prevent this by confirming your Apple ID at http://appleidlogin.co.uk - Apple Support" Fix – Do not click on the link. Just delete the text message. Apple will never ask for your Apple ID through a text or an email. Another text message scam came in as “Wells Fargo alert” – and the text prompts you to call a number for more information. The phone number is automated and says "Thank you for calling Wells Fargo. A text message was sent to inform that your debit card has been suspended as per your request," the recording said. “For faster service, please enter your nine-digit Social Security number." Fix – Just hit delete! Ignore instructions to confirm your phone number or visit a link. When it comes to giving out your SSN, be wary of incoming phone calls or texts. If there’s even the slightest possibility that the message is from a scammer, ignore it and call your bank directly.

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DO NOT CLICK ON THE LINK.


Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

2016 PERFORMANCE AND DEVELOPMENT PLAN TRAINING SCHEDULE Register for webinars or view eLearning on the HUB

Instructor-Led Sessions (Virtual and Classroom) Training Session

Date

Topics

Delivery

Audience

Performance Appraisal Process and Goal Setting

December 6 / 3:30-5pm EDT December 7 / 1:00-2:30pm EDT December 6 / 3:30-5pm EDT December 13 / 9-10:30am EDT December 15 / 12-1:30pm EDT

• Using MyCareer to complete the Performance and Development Plan process • Completing employee forms and conducting review discussion utilizing the START model • Running reports

90-minute virtual webinar

Managers and supervisors

Addressing Poor Performance

January 3 / 8:00am-12pm EDT

• Learn how to document and present a solid case for needed improvement and use effective interaction skills to discuss performance and provide ongoing feedback and support • Leaders identify the steps to take after the performance problem discussion and determine if it is necessary to impose formal consequences

4 hour ILT Classroom training – Charlotte

Managers and supervisors

Setting Goals and Reviewing Results

January 3 / 1:00pm-5pm EDT

• Leaders will experience how to use effective (SMART) goals to help them and their employees track progress and fairly evaluate outcomes.

4 hour ILT Classroom training – Charlotte

Managers and supervisors

Developing Yourself and Others

January 5 / 8:00am-12pm EDT

• Use a three-step approach to Assess – Acquire and Apply to identify strengths and growth areas and plan development actions and successfully implement development plans

4 hour ILT Classroom training – Charlotte

Managers and supervisors

Resolving Workplace Conflict

January 5 / 1pm-5pm EDT

• Leaders learn how to recognize signs of escalating conflict and take appropriate action to minimize damage. • Leaders are introduced to two resolution tactics – coach and mediate and practice using the Interaction Essentials as they coach then mediate to resolve a conflict.

Training Session

Date

Topics

Delivery

Audience

Completing Your Self-Assessment in MyCareer

eLearning on the HUB

• Using the MyCareer System • Performance definitions and ratings • Writing your performance review • Preparing for your annual review discussion

30-minute eLearning

All Employees

Setting Measurable Goals

eLearning on the HUB

• How to write measurable goals • Creating goals in MyCareer • Tracking goal progress

30-minute eLearning

All Employees

eLearning Courses

cte1926.com Back to Table of Contents 17


Corporate News

Nuts & Bolts | November 2016

ANNOUNCING THE OCTOBER 2016 IMPACT AWARD RECIPIENTS!

Congratulations! Thumbs Up (500 points/$25.00)

one Well D

Nice Job (1,000 points/$50.00)

one Well D

NAME

DIVISION

TITLE

BRANCH

Stephanie Armorer

Centralized Services

Accounting Clerk II

Charlotte

Charles Blackburn

Truck Engine

Service Writer

Statesville

Christopher Conner

Heavy Equipment

Parts Counter Rep

Greensboro

Lavdrim Dauti

Heavy Equipment

Warehouse Associate

Greensboro

Justin Goodson

LiftOne

Parts Administration

Asheville

Jamie Guntrum

Centralized Services

Accounting Clerk I

Charlotte

George Harward

LiftOne

Service Administration

Asheville

Gary King

Heavy Equipment

Warehouse Associate

Greensboro

Lorien Leaman-Fay

LiftOne

Executive Assistant

Charlotte

France Martin

LiftOne

L4 Service Technician

Hickory

Ronald Mattes

General/Compact Eqpt

Territory Sales Rep

Charlotte

Robert McCoy

LiftOne

L4 Service Technician

Hickory

James Morgan

LiftOne

PSSR

Asheville

Bradley Parks

LiftOne

L2 Service Technician

Asheville

Debra Self

LiftOne

Service Administration

Hickory

Geoffrey Stowe

General/Compact Eqpt

Territory Sales Rep

Greensboro

Roger Yates

LiftOne

S3 Service Technician

Montgomery

NAME

DIVISION

TITLE

BRANCH

Jill Brewer

Centralized Services

Credit Analyst

Charlotte

Mark Brown

General/Compact Eqpt

Driver I

Greensboro

Daniel Comer

General/Compact Eqpt

Rental Technician

Charlotte

Zackaria Harris

General/Compact Eqpt

Rental Coordinator

Greensboro

Joshua Hartsell

General/Compact Eqpt

Supervisor Service

Charlotte

Michael Henderson

General/Compact Eqpt

Rental Sales Rep III

Greensboro

Keith Hutto

LiftOne

L2 Service Technician

Augusta

Susan Laughter

Centralized Services

Credit Analyst

Asheville

(continued) 18

The CTE Impact Awards program is a way to recognize employees for going above and beyond in the performance of their duties. CTE is pleased to congratulate all recipients for a job WELL DONE!!! * 2 awards ** 3 awards


Nuts & Bolts | November 2016

Nice Job (1,000 points/$50.00)

one Well D

Great Work (2,000 points/$100.00)

one Well D

WOW (4,000 points/$200.00)

one Well D

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

NAME

DIVISION

TITLE

BRANCH

Kirk Macemore

General/Compact Eqpt

Rental Branch Supervisor

Greensboro

Kenneth McKinney

Heavy Equipment

Construction Tech 6 - S&F

Greensboro

Craig Miner

LiftOne

Account Manager

Asheville

Bobby Payne

LiftOne

L5 Service Technician

Charlotte

Justin Phillips

LiftOne

Account Manager

Charlotte

Justin Rinehardt*

General/Compact Eqpt

Construction Tech 2 -Shop

Charlotte

Michael Ross

LiftOne

L3 Service Technician

Charlotte

Bradley Sides

LiftOne

L2 Service Technician

Montgomery

Martin Tyler

LiftOne

LO New Hire Interim Tech

Charlotte

Akesha Watson

Centralized Services

Accounting Clerk I

Charlotte

Steven Williams

General/Compact Eqpt

Driver I

Greensboro

Johnny Wilson

LiftOne

L4 Service Technician

Birmingham

NAME

DIVISION

TITLE

BRANCH

Deborah Beach

LiftOne

Service Administration

Macon

Matthew Brown

LiftOne

LO New Hire Interim Tech

Albany

Glenn Garnto

LiftOne

L3 Service Technician

Macon

Robbie Gills

LiftOne

L3 Service Technician

Tuscaloosa

Jay Glenn

LiftOne

Branch Service Manager

Charlotte

Britt Hughes

LiftOne

L4 Service Technician

Birmingham

Nicholas McDaniel

LiftOne

Business Analyst

Charlotte

Brian Oliver

LiftOne

Major Account Manager

Columbia

Erik Pastor

LiftOne

L2 Service Technician

Macon

Farrell Pierce

LiftOne

L2 Service Technician

Macon

NAME

DIVISION

TITLE

BRANCH

Pete Babauta

LiftOne

Branch Service Supervisor

Charlotte

Donald Douglas

LiftOne

L4 Service Technician

Savannah

Billy Seward

LiftOne

L4 Service Technician

Montgomery

For more information or for help in redeeming Impact Award points, please contact Human Resources. You will also find two job aids (manager and employee redemption) under the Human Resources Document Repository on The Hub. Donna Davila E-mail: ddavila@carolinacat.com Phone: 704-731-7547

Leah Beard E-mail: lbeard@carolinacat.com Phone: 704-731-7260

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Corporate News

Nuts & Bolts | November 2016

CTE SUPPORTS HURRICANE MATTHEW DISASTER RELIEF EFFORTS Hello CTE Family! We wanted to share a few photos of the final collection of donations and drop off of supplies from our branches for the Hurricane Matthew victims. CTE employees helped to make a big impact on a lot of families lives. It is important to help our neighbors and friends in need because of the bonding throughout communities that brings healing and hope. So many surrounding communities came together to make a difference, as a unit, everyone doing their part to help. We are giving more than just blankets, pillows and food. . . we are able to give these families hope in times of uncertainty. We want to thank each and every one of you for your involvement in this project and helping to make a tiny dream into a big reality. “When you love people and have a desire to make a profound, positive impact upon the world, then you will have accomplished the meaning to live”- Sasha Azevedo

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In only one week, we were able to fill an entire box truck and 2 large vans full of supplies that were delivered on November 2, 2016. We received a call from the team of volunteers at the non-profit telling us how awesome our people have been throughout delivery and organizing, how smooth the entire process was, and just how appreciative they are for our massive effort to help. If you have a charity/project you are passionate about, we encourage you to share it and get people involved to build support and increase the impact potential! Let’s continue to make a difference always, in all ways!


Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

COMMUNITY SERVICE DAY AT SECOND HARVEST FOOD BANK OF METROLINA

When Matt Nazzaro joined CTE seven months ago, he met with several members on our team: he was interested in getting to know us and hearing what mattered to the team. It was during these “get to know you” meetings that team members expressed a desire for workplace opportunities to perform community service. After researching several options and completing a quick survey, the team chose to do a community service day with Second Harvest Foodbank of Metrolina. Second Harvest Food Bank of Metrolina (SHFBM) strives through education, advocacy, and partnerships to eliminate hunger by the solicitation and distribution of food. Founded in 1981, SHFBM serves 19 counties, 14 counties in North Carolina including Anson, Burke, Cabarrus, Catawba, Cleveland, Gaston, Iredell, Lincoln, Mecklenburg, Montgomery, Rowan, Rutherford, Stanly, and Union. SHFBM annually distributes over 50 million pounds of food and other household items throughout their 19 county service region. 18.3% of their service area population is in need, including over 188,000 children and almost 40,000 seniors. SHFBM’s goal is to end hunger for all of them. Many of the team members didn’t really know what to expect as we entered the warehouse on 500- B Spratt Street in Charlotte. When we arrived, we were warmly greeted by Nancy Hagerman, SHFBM’s Community Development Coordinator of Volunteers. We were then given a quick orientation and split up into 2 groups: one responsible for checking expiration dates on canned goods and sorting items and one responsible for sorting and bagging onions and bagging expired medicine.

We all left a little tired, but with a sense of satisfaction in knowing that our volunteered time made a difference. We were also happy and appreciative to be given the opportunity to bond with our colleagues outside of the office as is evident in some thoughts shared by the team… “This was a great opportunity to combine performing a public service under the CTE brand with fostering team unity and pride. Such initiatives improve employee morale and serve to cultivate an engaged and collaborative culture within the Finance organization. This was certainly an experience that should become the norm within CTE Finance.“– Billy Saffo, Corporate Controller “It was a great opportunity to not only give back to the community but also get to know members of our team we don’t interact with day to day.” – Jason Mercer, FP&A Manager “It was fun and I felt that our group effort actually had a measurable impact. I hope that we will get to do something like this on a regular basis”- Laura O’Meara, Accountant “Giving service to others brings out the best in us, which in turn helped strengthen team comradery”- John Shamanis, Vice President, FP&A

At the end of the day everyone left feeling good about our experience with SHFBM. Just one hour of an individual’s time provides SHFBM with $21.79 in labor cost savings. Rough math says we contributed: 30 people x 3 hours x $21.79/hr = $1,961.11. In addition, the $1,000 cash donation made on behalf of CTE, in just one afternoon at SHFBM, the team generated 7,000 pounds of food or 4,000 meals for hungry families in Charlotte. Definitely time well spent! For more information on Second Harvest Food Bank of Metrolina, including volunteering opportunities, please visit their website: http://www. secondharvestmetrolina.org/ Back to Table of Contents 21


Corporate News

Nuts & Bolts | November 2016

Throughout the year, Carolina CAT team members come together to support many organizations across western North Carolina. Below are some photos from these events and a bit more about how Carolina CAT’s sponsorship benefited our communities.

GIVING BACK - CAROLINA CAT CTE PARTICIPATES IN JDRF ONE WALK On Saturday, April 16, 2016 Carolina CAT team members headed out to Carowinds to volunteer for the Charlotte One Walk benefitting the Juvenile Diabetes Research Fund. As loyal sponsor, Carolina CAT had the privilege of hosting this year’s t-shirt tent where all participants who raised more than $100 received their special shirts. Thank you to Peter Wilson, Dynise Moore, Avery Dover, and JC Costarino for heading out to Carowinds. Watch for information on how you can form a team for next year’s event – not only do you get to raise funds for a worthy cause, but you also get to visit Carowinds before the park opens. . . a real experience in and of itself!

HEDRICK ROCK THE QUARRY TRAIL CHALLENGE 5K & KIDS FUN RUN On September 17th, 2016 Grove Stone & Sand Company hosted the 9th annual Rock the Quarry Trail Challenge 5K & Kids Fun Run presented by Carolina Cat! 2016 was a record year thanks to our sponsors and participants. Along with Carolina Cat, we had over 30 additional sponsors that pitched in to raise a record number of funds to support our 2 nonprofit partners; the Black Mountain Home for Children and the Asheville Museum of Science (AMOS). We anticipate giving these two worthy nonprofits a combined total of over $50,000 this year! These funds were also generated by the 240 5K runners and the 60 kids that participated in the Fun Run! We had excellent weather for the event and thanks to our supporters and volunteers, the race was a huge success! This year, Carolina CAT fielded a large team, including: Dave Benkelman, Andy Cadwell, Mitch Christenbury, JC Costarino, Jeff Hagerman, Charlie Harwood, Rob McDaniels, Steve Norton, Alan Tweed, and Mike Tropsha.

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Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

DREAM ON 3 - A BULL RIDING DREAM COME TRUE In October 2016, Carolina CAT and the Carolina CAT Rental Store came together to support Dream Kid Joseph, who is one tough and resilient 10-year-old. He has battled Sickle Cell Anemia his entire life resulting in multiple surgeries, over 30 blood transfusions, and a pump to control his iron overload. His sports dream came true when he met JB Mauney and watched him compete so, around the CAT Rental Store’s partnership with this year’s Professional Bull Riders (PBR) event in Charlotte, the team worked to make Joesph’s dreams come true. Watch his special day here!

20TH ANNIVERSARY SUSAN G. KOMEN EVENT The Carolina CAT Rental Store and Power System Teams took part in the planning, set-up, and day of coordination for this milestone event. This year marked the 20th Anniversary for the Susan G. Komen Race for the Cure in Charlotte – and the turnout was great! The Power Systems team included: Chris Askew, Rich Sandstrom, Ken Shade, and Drew Sheorn. The division provided a total of (5) large generators and distribution equipment for the SGK race this year. The Rental Store team included: Frank Brasfield, Neil Carbaugh, Chris Caviness, Josh Hartsell, Charlies Newsome, and Jeff Traina.

THE 2016 GREATER CHARLOTTE HEART WALK Since 2012, both the Carolina CAT and LiftOne Charlotte branches have participated in The 2016 Greater Charlotte Heart Walk. Along with participation in the walk, Carolina CAT and LiftOne employees collected $10,725 for the cause!

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Corporate News

Nuts & Bolts | November 2016

W

GIVING BACK - CAROLINA CAT POWER SYSTEMS ALEM HEART BALL S N O 201 NI ST April 22, 2016 6 Millennium Center

Carolina CAT Power Systems proudly supported this year’s Winston-Salem Heart Ball as a Hope of Winston-Salem Sponsor.

In attendance was Dave Morel, Gas Engine Development Manager; Mike Golombowski, General Manager of Product Support; Luther Mize, Engineering Manager; Jerry Beavers, Senior Corporate Account Manager; and Eddie Roland, General Manager of Advanced Electrical & Product Support Sales. The Heart Ball as a national organization brings community and philanthropic leaders together and raised just over $51 million nation-wide.

COOL KIDS FOUNDATION GOLF TOURNAMENT April 23, 2016 Larkhaven Golf Club

Thanks!

This organization is the philanthropy of one of our top Power Generation customers, Childress Klein. The team included: Drew Sheorn, Rental Manager; Jerry Beavers, Senior Corporate Accounts Manager; John Borders, Parts Operations Manager; and Eddie Roland, General Manager of Advanced Electrical & Product Support Sales. They tied for 1st place in the tournament!

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CAROLINA CAT POWER SYSTEMS DONATIONS

Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

2016 Greater Charlotte Heart Ball, supporting American Heart Association; February 2016; Donation: $5,000 2016 Winston Salem Heart Ball, supporting American Heart Association; April 2016; Donation: $5,000 2016 Tim Apple Golf Invitational, supporting Cool Kids Campaign; April 2016; Donation: $500 2016 “Tee it Up for Technology” Golf Tournament, supporting Lincoln County School Systems; May 2016; Donation: $600 Surry Community College Foundation Golf Classic, supporting Surry Community College Foundation; May 2016; Donation: $650 Alleghany Memorial Foundation, BB&T Golf Classic - supporting Alleghany Memorial Hospital; August 2016; Donation: $1,250 2016 Ken Burger Memorial Challenge, supporting Levine Cancer Institute, CHS; September 2016; Donation: $2,250

Novant Health Foundation Golf Tournament, supporting Novant Health Thomasville Medical Center; September 2016; Donation: $1,000 The Charlotte Chamber of Commerce Golf Tournament Hosted by Bank of America Corporate Workplace; September 2016; Donation: $1,500 Ronald Kenley Memorial Golf Tournament, supporting cancer research; September 2016; Donation: $600 2016 Dan Jansen Celebrity Golf Classic, supporting Cool Kids Campaign; October 2016; Donation: $3,000 Susan G. Komen Race for the Cure; Donated five generators and various distribution equipment; October 2016 2016 CHS Pineville Golf Invitational, supporting Carolinas HealthCare Foundation; October 2016; $2,000 American Heart Walk, supporting American Heart Association; October 2016 Donation drive for Hurricane Matthew; October 2016

GIVING BACK - LIFTONE GREENVILLE HELPS WITH THE GOODFELLOWS ORGANIZATION LiftOne Greenville has been helping in the community by sponsoring needy children on the Angel Tree as well as assisting The Goodfellows organization to provide food for the needy for the last ten years. In a note to Bobby LaBoone following the project, Lou Parris, Goodfellows Coordinator, shared: “This year we were able to distribute 1,200 bags of groceries to disadvantaged families in Spartanburg County, and we had more than 300 volunteers, including some experienced forklift drivers, to make this happen.”

DECATUR CONTRIBUTES TO UNITED STATES GYPSUM’S FOOD DRIVE LiftOne contributed $200 and the Decatur employees donated an additional $300 to help with local food purchases.

MONTGOMERY DONATES TO THE MONTGOMERY FOOD BANK! Montgomery Branch Manager, Paul Frady, received the following message about Service Technician, Keith Springer: “Keith really is more than just a repairman to us, he's advised us many times in our decisions of whether to buy new parts or rebuilt ones, when to replace forks or tires, and has given good advice on when to buy new and used lifts and which lifts best suit our needs. “ Both Keith personally and LiftOne corporately support our Food Bank's mission which lets us know that they are invested in us and we are more than just another client to them.” Great Job, Keith and congratulations!

LiftOne Technician Keith Springer and Food Bank Manager, David Fata

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Corporate News

Nuts & Bolts | November 2016

GIVING BACK - LIFTONE (C0NTINUED) HIKE FOR THE HOMELESS Knoxville Account Manager, Jason Smith and his son Jacob, recently joined a group for a 15-mile “Hike for the Homeless” at Ijams Nature Center in Knoxville. The Knoxville LiftOne branch graciously donated $4 a mile. The money goes to Knoxville Area Rescue Mission (KARM), and their Trail Life troop, 179 had over 35 hikers. It turned out to be a beautiful 65-degree sunny Saturday, with over $5,000 raised for the cause!

LIFTONE CHARLOTTE PROVIDES SUPPLIES FOR VICTIMS OF HURRICANE MATTHEW LiftOne Charlotte recently collected money, canned goods, water and other non-perishables for the flood victims of Hurricane Matthew. There was a donation box in the Parts area and Technician William Rogers delivered the donations to the victims of this most devastating storm. There is such a great need as many of these people have lost everything. Please contact Jean Fielding in Charlotte if you would like to contribute.

LiftOne Birmingham and Tuscaloosa recently participated in the Pig Iron BBQ Challenge, supporting Children’s Harbor, a ministry at The Children’s Hospital at Birmingham. Children’s Harbor provides children with serious illnesses and their families a place to be themselves – to have fun and relax – while also receiving no-cost services that make life a bit easier for the whole family. There were about 30 teams participating, mostly corporate, to see who could make the best barbecue and sauce, as well as who has the best decorations. This was the 20th Anniversary and LiftOne walked away with the 3rd Place Tent Decorating Trophy!

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Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

ANGEL TREE

PICK UP YOUR ANGEL FROM ONE OF OUR MANY CONTACTS TODAY! Construction, Acctg/Finance/IT - Robin Shiloff Engines – Katherine Little Pinnacle – Jenny Pratt PPS – Sue Keziah Hydraulics Express/Prime Source – Cindy Williams Rental Store/CCE - Neil Carbaugh HR – Suzanne Harris Monroe - Stacie Ashby Branches/Corporate Adoptions – JC Costarino/Allyson Colaco

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Corporate News

Nuts & Bolts | November 2016

CTE’S 90TH ANNIVERSARY 3

4

On December 6, 1926, Carolina Tractor and Equipment Company was born. To celebrate CTE’s milestone anniversary, we are bringing you a countdown to 90. Each day, your work computer screen saver will feature a new “Did You Know” decade image. You need to restart your computer each morning to see the daily image. Here are the CTE Facts to date. Thank you for your continued service and dedication to CTE. We could not be our customers’ trusted partner without you.

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4 28

December 6, 2016

Thank you.


Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

HEALTHY HOLIDAY CHALLENGE

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Corporate News

Nuts & Bolts | November 2016

2017 HOLIDAY SCHEDULE

30

New Year’s Day (observed)

Monday, January 2, 2017

Good Friday

Friday, April 14th

Memorial Day

Monday, May 29th

Independence Day

Tuesday, July 4th

Labor Day

Monday, September 4th

Thanksgiving Day

Thursday, November 23rd

Thanksgiving Friday

Friday, November 24th

1st Christmas Holiday

Monday, December 25th

2nd Christmas Holiday

Tuesday, December 26th

New Year’s Day

Monday, January 1, 2018


Nuts & Bolts | November 2016

Construction | Power Systems | Pinnacle Cranes | LiftOne | CTE

UPCOMING DATES » CTE’s 90th Anniversary: December 6, 2016 CTE Holiday Angel Trees: December 7, 2016 CTE Holiday Lunches: Greensboro: Thursday, December 1 Statesville: Monday, December 5 Charlotte: Tuesday, December 6 (breakfast too!) Hickory: Friday, December 9 Asheville: Tuesday, December 13 Monroe: Friday, December 16 Christmas Holiday: Friday, December 23 and Monday, December 26 New Year’s Day Holiday: Monday, January 2, 2017

Special Announcements: Season of Giving and Sharing:

What’s your CTE Story?

In this season of giving and sharing, if you see something great a CTE team member is doing around work or out in the community, snap a photo and email it to Allyson Colaco with a quick note about how this demonstrates the CTE spirit of being a trusted partner to all.

Whether you started your career at CTE 30 years ago growing within the company or you are a new employee who was drawn to the company’s core values, each of us has a CTE story to tell. Please reach out to Allyson Colaco and share your thoughts about what makes CTE such a unique and special place to work.

cte1926.com

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Nuts & Bolts volume 5 issue 11