Nuts & Bolts - 4th Quarter 2019

FOURTH QUARTER 2019

Nuts & Bolts This Issue's Highlights: CTE Joins Operation Christmas Child Volunteers LiftOne Exhibits at NC Craft Brewers Conference Boyd Comer Retires

TABLE OFÂ CONTENTS

03

The President's Letter

05

Corporate

08

LiftOne

09

Power Systems

10

Business Technology

11

Safety

12

Human Resources

9000 Statesville Road Charlotte, North Carolina 28269 704.596.6700

The President's Letter Resolving to be Trailblazers In the spirit of welcoming not just a new year, but a new decade, I was thinking of our CTE resolution. The all-knowing Google defines “resolution” as “a firm decision to do or not do something.” As an organization, our “resolution” is really the vision for CTE, which is to be a trailblazing organization that is built to last. Our vision is not just for the new year - it’s a continuation of building on to the foundation upon which CTE was established in 1926.

You are part of this trailblazing company that we set out to be in 1926. As trailblazers, we need to know where we are today but also where are we going in the future. I can tell you – we had a spectacular 2019 at CTE – one of the best years, if not, the best year ever! We forged a path in 2019 and I am optimistic that the momentum and drive from 2019 will follow us and help us grow in 2020.

So where are we going in 2020?

I’m excited about three initiatives for 2020. The first is a continuation of the service optimization projects. At CTE, we don’t manufacture or build things. Our focus is on service. With the service optimization project, we are redefining processes and making our branches work more efficiently. We are differentiating ourselves from our competitors and even our peer dealers, all to better serve our customers and give our customers a dependable, consistently great experience.

Another initiative in the works for 2020 is focused on training and development. In collaboration with our divisions, HR is developing a program for our supervisors and managers so they can encourage and help employees reach their fullest potential – we want our employees to excel at CTE. Developing our workforce ties with our service optimization project and helps us stand out as a trailblazing organization. By building on training and development initiatives, we build our people to stay ahead of the competition and the trends. We can’t deliver training and development without your commitment to lifelong learning and growth. At CTE, we want you to have a hand in your own future success.

Our vision is not just for the new year - it’s a continuation of building on to the foundation upon which CTE was established in 1926.

An additional focus for 2020 will be an investment in Business Intelligence. This is how we use data to create insights that lead us to knowledge and action using the information we have. Using that data will allow us to anticipate customers’ needs and partner with them when it’s time for service, trade, or a new sale. This investment will give us an advantage to help us succeed and stay ahead of our competitors. I’m excited for what this will mean for us and our customers. Again, this is an “ask” of you: We will need you to more precisely follow process.

Now that we know what our plan is for 2020, how do we get there?

Well, we have a great history – almost 100 years of being a trailblazing organization. We have a history of employees helping us make those pivots in crucial times when trends changed, when customers changed. We believe that it’s important to keep up with these changes, and that’s what trailblazing companies do. We’ve been able to do all these things and be trailblazers by practicing values that we at CTE believe are important.

Our values are: 1) We do what we say – This is following through with our customers and our teams. We’re reliable and steadfast.

2) We get the details right – Getting the details right enables us to give high quality, consistent levels of service to our customers. Getting the details right also helps create less problems for ourselves to react to.

3) We bring a positive attitude – In our jobs, we work together with teammates at CTE. Bringing a positive attitude is really important. Our customers (or any customer) expect a positive attitude when they buy from us (or anybody).

4) We do the right thing – We’re doing things right because it’s the right thing to do. But this also means doing the right thing is a measure of integrity… if we mess up, we own it and we learn from it. We expect this of our manufacturing partners, our bosses, and co-workers.

5) We improve, always – The world is changing fast and how we manage change is really important.

As we deal with a changing world, success is defined by how we improve with change together.

To keep our resolution of being trailblazers, I ask you to think about how we can do things better and differently to serve our customers.

Thank you for such a successful 2019! These years don’t happen without lots of great effort and great focus.

Let’s keep the momentum from 2019 and start strong in 2020!

Ed Weisiger, Jr. CTE | President & CEO

CTE joins Operation Christmas Child Volunteer Network The Finance, Fleet and Marketing teams volunteered during National Collection week at the Samaritan’s Purse Processing Center on December 4th, helping process shoes boxes for Operation Christmas Child. Millions of shoes boxes are filled with gifts by individuals and groups across the US and distributed to children in third-world countries. Our volunteers helped inspect, pack and load the boxes for overseas shipments. Operation Christmas Child’s goal is to process and ship 11 million shoe boxes in 2019.

Amber Hartsell, Christy Lotte, Matt Nazzaro, Amanda King, Linda Cohn, Jason Williamson, Katie Jo Jones, Nicole Cortazza and Krista Waugh

Matt Ross, Cissie Pickett, Johnnie Alexander and Connie Jackson

EQUIPMENT TRAILBLAZER Congratulations to Chelsea Parker, Carolina CAT Territory Sales Rep, who was recently featured in Construction Equipment Guide.

Chelsea is

Carolina CAT's first female sales rep and is well on her way!

A link to the article is below:

WOMAN ON THE MOVE Sam Hallowell is the first featured "Woman on the Move".

Normally posted on CTE's

social media channels, this is a new monthly initiative highlighting women in construction. You can find more info by following #CTEWomanOnTheMove.

RACE FOR THE CURE Members of WomenLead participated in the Komen Charlotte Race for the Cure.

L-R: Stephanie McCullen, Stephanie Swaim, Riley Ketchum, Shae Dwyer, Holly Kennedy, Skye Fillmore and Amanda Weisiger Cornelson

Salvation Army Angel Tree Donation CTE Employees heard the call to help those in need this season and answered with an outpouring of support for the Salvation Army Angel Tree and Silver Bells program.

The effort was coordinated by Courtney McAliley (CAT Rental Store) and generated at least 65 gifts.

This

program benefits children as well as seniors.

Right: a truckload of gifts on their way to the Salvation Army.

Fall Fishing Tournament

The Fall Fishing tournament was held on October 12 and, though the group was small, all had a great time.

Jay Hutchens, Jarette Hutchens and Ethan

Barnes won top prize for the tournament and also won the prize for the Big Fish.

The date for the

Spring fishing tournament will be announced soon.

LIFTONE EXHIBITS AT NC CRAFT BREWERS CONFERENCE The North Carolina Craft Brewers Guild held its sixth annual conference at the Benton Convention Center in WinstonSalem, NC. LiftOne participated with a booth setup, demonstrations and giveaways. This annual event, with almost 500 attendees, included workshops, speakers, a trade show and LOTS of samples. The conference covered everything from marketing best practices to the latest in technical brewing innovations and research and everything in between!

LiftOne representation in the booth included Craig Miner, Donovan McCorkle and Austin Gardener with Marketing support from Marianne Siercke.

Right: The winner of the Yeti Cooler from Fiddlin' Fish Brewing Company in Winston-Salem, pictured with Austin Gardener and Craig Miner.

RACHEL TANKERSLEY - TAKING GREAT CARE OF OUR CUSTOMERS! West Region Sales Manager, Chuck Tolley, received the note below from our customer at PPG about Account Manager, Rachel Tankersley.

Mr. Tolley: I asked for your name because I wanted to reach out to you and express my appreciation for all of the hard work Rachel has done for us. Not only here at the Lebanon TN plant but also her growing work at the Portland TN plant. She presented herself to me in the middle of me transitioning from one forklift companies and expressed her desire to help me achieve better results, in this she has succeeded tremendously. She communicates very well on always checking up on any needs I may have. Even helps me with our Greenville SC plant on future projects.

West Region Account Manager, Rachel Tankersley

Based upon Rachel’s work I hope to continue to use your company and have you grow within the PPG community to all of the plants I tend to. Thank you for your time, also please say thank you to Rachel for her work here with us.

HOLIDAY CELEBRATIONS!

BOYD COMER RETIRES

INDUSTRY >

Power Systems celebrated the holidays and honored Boyd Comer’s retirement with a Holiday Lunch attended by his family and the entire Power Systems Team!

After 12 years of tireless service in the Power Systems group as dispatcher and being our liaison to the Caterpillar reps, Boyd’s last day was Tuesday, December 31, 2019.

Boyd was presented with a rocking chair along with a heating pad and a 7500W Portable Generator – here’s to keeping him ‘Up and Running’!

Also, on behalf of Caterpillar, Nicole Brown (Business Development

Power Systems employees celebrated Halloween in grand fashion. Above is a sampling of our creativity!

Manager) presented Boyd with an award in recognition for his many years of leadership and dedication to Caterpillar. In addition, Caterpillar made a generous contribution in his honor to the Veterans of Foreign Wars of South Carolina.

Boyd currently serves as President of the VFW in York,

SC.

clockwise: Jennifer Foster, Irv Sharp (Mr. Hornet), Mike Clifford and Amore Banta.

Meanwhile, EPG Rental celebrated the holidays by thanking Operations and the EPG shop with a catered lunch from Tacos 4 Life. The lunch was held in the Rental Bay outside the White Room. All enjoyed the festivities!

KARIN STONER JOINS CTE

Karin Stoner joined CTE as the Vice President and General Manager of Power Systems in November 2019.

After 30 years of service,

Mike Brown will be passing the baton to Karin in 2020. date has been set for Mike’s retirement.

No official

CLASSROOM CENTRAL VOLUNTEER EVENT

The Business Technology team came together to pack, sort, and create supplies for students!

These supplies are distributed across six school districts in the Charlotte Region. Each pencil pouch and set of note cards brings a smile to a student’s face.

We packed 360 pencil pouches (each including a handwritten, encouraging note) and we made about 50 sets of flashcards (alphabet, colors, numbers, and shapes).

Josh Stofira, Clay Durham, Elvis Clemetson, Don Collier and Arun Verma

Above, seated: Robin Schiloff, Mike Cook, Seth McDowell, Eric Zuehlke, Brian Hubbard and Ranae Shaw

Balaji Sowrirajan and Skye Fillmore

Stephanie Swaim, Business Technology Executive Assistant, dropped off the donations to Classroom Central. They were very appreciative of our time and donations. Aubrye Carr, the Development Coordinator at Classroom Central, took Stephanie on a tour of their building.

Stephanie said, “I was impressed with how they operate and serve the teachers in practical and tangible ways.

We are looking forward to working with them in the future!”

CTE Safe Drivers

4th Quarter Safe Drivers

Each quarter, CTE recognizes the top 20 drivers who drove the most miles while not recording one single GPS incident (speeding or seat belt violation).

Billy Seward

LiftOne

Geoff Smith

Construction

Matt Davis

Construction

Robert Webb

LiftOne

Joe Moore

In addition, to qualify for the driving award a driver must also maintain clean auto accident

Justin Wood Mike McKay Mark Smith

status for the previous 12

Bobby Tolley

months. These top drivers will

Jonathan Holder

receive impact award points.

Dean Skeen

LiftOne LiftOne LiftOne Construction Power Systems LiftOne LiftOne

Roger Yates

Please join us in recognizing and

Ken Cook

congratulating these Safe

Scott Sutton

Drivers!

Larry Akins Brian Bishop Fred Blythe Ronnie McCorkle

LiftOne LiftOne LiftOne LiftOne LiftOne LiftOne

Chris Moore

Construction

Channing Hanson

Construction

HR HIGHLIGHTS CONTACT HR WITH QUESTIONS AT 1-877-367-0020

Don't Miss Out! 2020 Healthy Lifestyle Program The 2020 Wellness Program packets will be mailed to your home address in mid-January 2020. Don't miss out on earning $1,800 in 2021

Teladoc doctor's are here for you day or night.

You have Teladoc as a part of your benefits from CTE. Whether you get the flu, a cough, or a sinus infection,

Premium Credits by

licensed doctors are here for you 24/7 by

completing the 2020

phone or video from wherever you are.

Healthy Lifestyle Program

With Teladoc, it’s easier than ever to feel

requirements!

better right when you need to, so no matter what flu season brings, you’re in good hands.

Employee Assistance Program

1-800-TELADOC (835 - 2362) https://www.teladoc.com/

The Employee Assistance Program (EAP) through McLaughlin Young offers free and confidential assessments, unlimited phone counseling sessions, and up to 6 free faceto-face counseling sessions. They also have

Need Help? Let Us Know!

Click this link to view the

resources for legal and financial services or

Benefit Contact list for

discounts. Contact the EAP anytime, day

information on Carriers.

or night, by calling 800-633-3353 or by visiting www.mygroup.com.

Username: carolinatractor Password: guest

Click this link to view the updated HR "Who to Call" list.

CTE salutes the following employees who achieved the milestone of at least 20 years of service in 2019. Congratulations!

Location

Division

Employee

Years

Asheville

Heavy Equipment

Richard White

20

Charlotte

Allocated

Mike W. Cook

20

Charlotte

Allocated

Morris Dellinger

20

Charlotte

Allocated

Ranae Shaw

20

Charlotte

Engine Power Generation

Tom Wommack

20

Charlotte

Heavy Equipment

Shawn Browning

20

Charlotte

Heavy Equipment

Terry McKnight

20

Greensboro

General/Compact Eqpt

Lori King-Rewoldt

20

Greensboro

Heavy Equipment

Kirk Macemore

20

Greensboro

Heavy Equipment

Larry Workman

20

Asheville

Heavy Equipment

Eric Tipton

25

Asheville

Heavy Equipment

David Nelon

25

Charlotte

Allocated

Rhonda Walker

25

Charlotte

Allocated

Kevin Anderson

25

Charlotte

Engine Admin

Michael R. Brown

25

Charlotte

Heavy Equipment

Robbie White

25

Charlotte

Heavy Equipment

Jeff Hamilton

25

Greensboro

Heavy Equipment

Mickey Marshall

25

North Charlotte

Heavy Equipment

Jason Brooks

25

Charlotte

Engine Power Generation

Dianne Smith

30

Charlotte

Heavy Equipment

Cindy Williams

30

Charlotte

Heavy Equipment

David Honbarger

30

Charlotte

Heavy Equipment

Ty Furr

30

North Charlotte

General/Compact Eqpt

Robbie Measmer

30

Charlotte

Engine Power Generation

Tim Lineberger

35

Charlotte Statesville Prime Source

Heavy Equipment

Wayne Hatley

35

Prime Source

Bill Jurney

35

Power Products & Solution

Darrell Wyatt

30

PPS Charlotte

Location

Division

Employee

Years

Albany

LiftOne

Calvin Whitaker

40

Albany

LiftOne

Robert Blakely

25

Asheville

LiftOne

William Wood

20

Augusta

LiftOne

Len Hendrix

20

Birmingham

LiftOne

Diane Reid

25

Birmingham

LiftOne

Bridget Weems

20

Concord

LiftOne

William Rogers

30

Concord

LiftOne

Danny Tucker

20

Dalton

LiftOne

Ken Kaeser

25

Dalton

LiftOne

Joe Hix

20

Decatur

LiftOne

Todd Dietz

25

Decatur

LiftOne

Darrell Mosley

20

Greensboro

LiftOne

Ed Christy

25

Greensboro

LiftOne

John Kerans

25

Greensboro

LiftOne

Brian Greenwood

20

Greenville

LiftOne

Chuck Ross

30

Hickory

LiftOne

Allen Watson

20

Hickory

LiftOne

Michael Hollar

20

Charlotte

LiftOne

Lee Ward

45

Charlotte

LiftOne

Mike Wright

20

Charlotte

LiftOne

Donna Dellinger

20

Charlotte

LiftOne

Eric Arms

20

Charlotte

LiftOne

Rod Walker

20

Charlotte

LiftOne

Rodney Deitz

20

Montgomery

LiftOne

Richard Dunn

25

Montgomery

LiftOne

John Dunn

20

Nashville

LiftOne

Rory Lohr

25

Nashville

LiftOne

Dennis Woods

20

Tuscaloosa

LiftOne

Butch Van Horn

45

Tuscaloosa

LiftOne

Randy McCay

25