OESA News 2020 - First Quarter - Edition 3

NEWS Original Equipment Suppliers Association

2020 First Quarter │ Edition 3

OESA/CAR The Mobility Web: Joining Forces to Build the Future | March 11, 2020

IN THIS ISSUE...

1 2

The Suppliers' Voice Supplier Barometer

4 6 9

RSM Supplier

Barometer Commentary OESA Events OESA Council Highlight

10 Welcome New OESA Members 12 OESA Event Calendar

Voice

The Suppliers’

OESA's Strategic Direction

Every year, the OESA Board of Directors and staff evaluate the needs of the member base and set the strategic direction enabling OESA to effectively support the member organizations.

The four pillars of OESA’s strategic direction are: 1. CONNECT Fostering strong relationships throughout the supply chain remains a core function for OESA. OESA is committed to strengthening OEM-supplier and suppliersupplier relations and to building stronger bonds with industry entrants. In 2020, OEM Town Halls will feature additional OEM functions, such as vehicle design and manufacturing. Additionally, the “OESA Industry Disruptor Series” – which recently presented Rivian, Canoo and Karma – will feature both OE and supplier organizations that are changing the industry’s landscape.

2. ENGAGE With more than 800 supplier executives engaged in the OESA Peer Group Councils, council activity is a valuable asset for many members. OESA's goal for 2020 is to grow council membership and attendance by continuing to provide relevant speakers and insight. This year we are also launching the “OESA Master Class Series” to support the engagement and development of the next generation of supplier executives.

3. PROVIDE INSIGHT OESA continues to educate and advocate on legislative and regulatory issues impacting the supplier community. Together with the MEMA team in Washington, D.C., we will feature new events and webinars on tariffs and trade, including the USMCA. Other initiatives include more web content and podcasts on industry trends and strategic insights.

4. COMMUNICATE OESA continues to evaluate new ways to improve member communication. The new OESA Engagement App puts the power and value of OESA membership on mobile devices. OESA will also expand into new social media channels to broaden communication with members.

These are just a few examples of how OESA will deliver increasing membership value in 2020. OESA is proud to be the voice of automotive suppliers.

As always, please feel free to contact me at 248.430.5963 or jfream@oesa.org.

Julie A. Fream President and CEO OESA OESA News - 2020 First Quarter

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OESA SUPPLIER BAROMETER

Progress on Trade Boosts Supplier Sentiment Mike Jackson Executive Director, Strategy and Research 248.430.5954 │ mjackson@oesa.org

According to the Q1 2020 OESA Automotive Supplier Barometer Index (SBI) – a gauge to measure the sentiments of North American automotive supplier executives – supplier sentiment was much improved from the fourth quarter of 2019 but remained pessimistic on net. Results posted a negative reading of 47 for the period; three points below a neutral reading of 50 but showed a 10-point increase from the previous quarter. The Q1 2020 index marked the seventh straight quarter of net pessimism but is 12 points higher than a year ago.

Pessimism subsided on passage of USMCA and steps towards a trade deal with China. Firms with revenue below $151 million shifted into optimistic territory, while larger, more globally exposed firms, continue to show strong levels of pessimism. Regardless of revenue size, results improved from prior quarter. Sampling for the survey was conducted from the end of January until mid-February, when the impact of the Coronavirus was still unknown.

The Q1 2020 OESA Supplier Barometer, sponsored by RSM US LLP, focused on Production, Planning & Electrification. The survey results indicate: • Poor sales in programs supplied overtook changes in government trade policy as the top industry threat, yet both improved sequentially. The coronavirus outbreak in China fueled higher international event risk.

• The primary internal and external production issue is a skilled labor shortage. Furthermore, the top three internal and external production issues are related to a tight labor market.

• R&D spending is unchanged from last year, remaining at 4% of total sales. The advanced material technologies category remains the top priority for future investment • Battery Electrified Vehicle program development is driving innovation across the supply base despite the lack of program profitability.

Automotive suppliers have been navigating acute trade policy uncertainty for the past two years. Passage of the USMCA and a first phase trade deal with China has fueled a sharp jump in supplier optimism. This illustrates just how foundational these policies are to provide certainty and clarity across sophisticated and highly-integrated regional and global supply chains. Despite the substantial boost to supplier sentiment, the barometer reading remains marginally negative as uncertainty persists. As the industry continues to change, adaptive suppliers affirm that dramatic shifts in product and process technologies can serve as valuable new sources of innovation and opportunity, especially as the pace of vehicle electrification accelerates.

The Q1 SBI chart and a full copy of the Supplier Barometer results are available on the OESA website at: https://www.oesa.org/resource/oesa-automotive-barometer-studies.

See page 4 to view the RSM US LLP commentary on the Q1 2020 OESA Supplier Barometer results.

About the OESA Automotive Supplier Barometer: The OESA Automotive Supplier Barometer captures the pulse and analyzes the twelve-month business sentiments of top executives in the supplier industry. It is a quarterly survey on commercial issues, the business environment and strategies that influence the supplier industry. This Barometer is distributed to vehicle manufacturers, financial institutions, governmental officials and the media to provide an on-going profile of supplier industry trends.

Contact Mike Jackson to learn more about the quarterly Automotive Supplier Barometer. He can also provide information on economic and industry trends and the CFO and CPO Councils.

2 │ OESA News - 2020 First Quarter

OESA SUPPLIER BAROMETER OESA Supplier Barometer: Q1 2020 Results Describe the general twelve month outlook for your business. Over the past three months, has your opinion become…?

Current Supplier Outlook (Share of Respondents) Q4 2019

60%

Supplier Barometer Index: (SBI and 6m Average) 80

Q1 2020

60

40%

Lehman Collapse

50

20%

47

40

Jan-2020

Jan-2019

Jan-2018

Jan-2017

US Trade War Escalates

Jan-2016

Jan-2015

US Fiscal Cliff

Jan-2014

Jan-2013

Jan-2012

Japan Tsunami/ Grexit Crisis

Jan-2011

Jan-2009

Significantly more pessimistic

Somewhat more pessimistic

Unchanged

Somewhat more optimistic

20

Jan-2010

Euro Crisis Begins

30 Significantly more optimistic

0%

US Tax Reform

70

272 responses

Passage of USMCA and a trade deal with China pushed the SBI up 10 points to 47 from the prior quarter.

Volume concerns in the U.S. and China kept the SBI in pessimistic territory on net.

Link to comments

Q1 2020 OESA AUTOMOTIVE SUPPLIER BAROMETER

OESA Supplier Barometer: Q1 2020 Results By Revenue Describe the general twelve month outlook for your business. Over the past three months, has your opinion become…?

Quarterly 41.3 57.5 45.8 58.8 43.1 48.4 39.6 43.9 33.3 38.8 SBI ∆ Oct. Feb. Oct. Feb. Oct. Feb. Oct. Feb. Oct. Feb. 100% 90%

4%

5% 20%

80% 70%

48%

10% 0%

35%

30%

13%

<$50 million

49%

21%

7%

33% 23%

31% 14%

10%

10%

$50-$150 million

Unchanged

31%

30%

$151-$500 million

Significantly more pessimistic Somewhat more pessimistic

36%

31% 23%

20%

31% 62%

46%

20%

56%

5%

7%

9%

45%

43%

50% 30%

4% 29%

45%

60% 40%

3%

15%

29%

24% 8%

Somewhat more optimistic

Significantly more optimistic

13%

>$1 billion

$501 million – $1 billion

Regardless of revenue size, responses improved from prior quarter.

Larger, more globally exposed firms continue to show strong levels of pessimism.

Q1 2020 OESA AUTOMOTIVE SUPPLIER BAROMETER

Electrification: Risks and Opportunities What are your biggest challenges/opportunities as the industry prepares for a Battery Electric Vehicle (BEV) future?

Number of Responses 0

10

20

30

40

50

Other Issues and Comments:

60

70

New customers/technologies are driving innovation

75

Program profitability

69

We are currently capitalizing on BEVs

42

BEV programs are changing the way we do business

38

Our products are not aligned to BEVs

33

We lack a clear vision on how to prepare for BEVs

27

Regulatory challenges We will be unable to secure the necessary talent Other

80

25 14

• • • • • • • • • •

12 •

Growing our knowledge of BEV vehicle to prepare for the new opportunities.

Uncertain how it will affect our product line Customer acceptance of our solutions Capacitizing for low volume vehicles Market penetration of new, innovative product Neutral impact so far No clear direction by some of the OEM’s Over capacity vs. market demand Volume Uncertainty Infrastructure for BEV adoption, incentives for BEVs, consumer acceptance, battery costs Low Volume Offerings

Q1 2020 OESA AUTOMOTIVE SUPPLIER BAROMETER

OESA News - 2020 First Quarter

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GUEST COLUMN

AS GLOBAL CHALLENGES MOUNT, AUTO SUPPLIERS MUST REMAIN NIMBLE

Automotive suppliers are facing a host of challenges as they look ahead to 2020 and 2021. Whether it’s a global decline in the production of autos, simmering trade tensions around the world or the shift to electric vehicles, this ever-changing landscape is putting pressure on the vast global network of auto suppliers’ production, supply chain and financial metrics in a way that was hard to envision even months ago.

And it’s taking place amid perhaps one of the biggest potential health threats of all—the coronavirus outbreak in China. It is still unclear just how far-reaching the impact of this new virus will be, but with the death toll having surged past that of the 2003 SARS outbreak in China and with major manufacturing centers in China having been idled in the early weeks of the outbreak, the coronavirus has many manufacturers preparing for the worst.

If there is a common theme to these challenges, it is that auto suppliers must be nimble and be willing to change if they are to create long-term value.

Declining production

Trad

U.S. and global light-vehicle sales have fallen off since reaching a high in 2016 and 2017, and are on track to decline for the remainder of 2020 and into 2021. This is forcing suppliers to accelerate new model launches while optimizing their product mix, all in an effort to secure their pricing strategies to achieve overall revenue increases. Sedans, for example, have fallen from roughly half of all light-vehicle sales in the United States as recently as five years ago to less than a third today, prompting General Motors, Ford and Fiat Chrysler to focus instead on pickups and SUVs. As a result of production shifts, suppliers may be forced to consider other options such as teaming up with their competitors on product development and related research and development spend-sharing, considering strategic acquisitions, or restructuring their businesses to focus on their core competencies and strategic product development.

Along are al to sub mark indus signifi opera slowi have and h them

Key takeaway: Suppliers need to take a fresh, hard look at their product mix and related distribution channels. Those that think creatively will be able to maintain margins as the supply chain is realigned.

U.S. light trucks vs. total autos and light trucks February 2015– January 2020

75%

19.000 70%

17.000 15.000

65% 13.000 60%

11.000 9.000

55% 7.000 5.000 2015-02-01

50% 2016-02-01

Sources: RSM US LLP, Bureau of Labor Statistics

4 │ OESA News - 2020 First Quarter

2017-02-01 Light trucks

2018-02-01 Autos and light trucks

2019-02-01 Truck %

Key t altern in an produ realig altern to the

USM

One m appro Cana jobs b impo be lef marg those produ

This c the U

• Co

US No du to inc in

hing

o duct eve

es as ting

s up d

focus ment.

t e that pply

%

%

5%

0%

5%

0%

Trade tensions

• Labor. The USMCA requires automakers to manufacture

Along with declining global auto production, trade tensions are also putting pressure on the supply chain and are unlikely to subside in the near term. China is the world’s largest auto market and is critical to the long-term sustainability of the industry’s global supply chain. These tariffs are becoming a significant disruption in the supply chain, resulting in major operational challenges, increased manufacturing costs and a slowing in the production of product. Companies are going to have to evaluate where and how they produce their products and how they distribute them. Suppliers will have to better align themselves with the geographies of the customers they serve.

•

Key takeaway: Auto suppliers are already considering alternatives to diversifying and realigning their supply chain in an effort to mitigate China’s impact, including restructuring production facilities to realign with their customers. This realignment can require a significant investment, but the alternative means being vulnerable to tariffs and other shocks to the supply chain.

USMCA, the reality One major part of this new trade landscape is the recently approved trade pact known as the United States Mexico Canada Agreement. Touted as a way to bring auto industry jobs back to the United States, the USMCA will ultimately impose higher costs on American suppliers. Manufacturers will be left with a difficult choice: absorb the higher costs as lost margin, renegotiate parts supply deals as a way of lowering those costs, pass the costs on to consumers, or change their product mix to make offerings less expensive.

This choice is being driven by three major provisions of the USMCA:

• Content rules. NAFTA, the trade pact that preceded the

USMCA, originally required automakers to use 62.5% of North American-made parts in their cars to be imported duty free; the new agreement gradually raises the bar to 75% by 2023, which will incentivize automakers to increase the amount of North American parts they use in their cars and light trucks.

40% of their vehicles in facilities where assembly workers are earning a minimum of $16 an hour. While average wages for assembly workers in Canada and the United States are even higher than that, they are not in Mexico, where a number of U.S. automakers have shifted production in recent years to take advantage of the lower labor costs.

Collective bargaining. Mexican government authorities are now required to allow workers to form collective bargaining units. This could lead to a more union-friendly regulatory environment.

Key takeaway: With costs of production rising in the United States, the new trade deal will only hasten the shift of sedan production to Mexico, at a time when those vehicles are already out of favor with consumers. Suppliers that serve this market segment will have to change their strategy to focus on light trucks and SUVs, as well as the growing battery electric vehicle (BEV) market segment.

Looking ahead Today’s soft production environment will eventually recover to a trajectory of growth. And when it does, those suppliers that have realigned their production and product mix to accommodate a changed landscape in trade and shifting consumer tastes will be in position to reap the rewards.

Jason Alexander Principal Industrial Products Senior Analyst, RSM US LLP jason.alexander@rsmus.com

Lawrence Keyler Partner Global Automotive Sector Leader, RSM US LLP lawrence.keyler@rsmus.com

OESA News - 2020 First Quarter

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OESA EVENTS OESA 2020 USMCA Webinar Series / March 3 | March 18 | April 1 | April 15 OESA and Butzel Long will present four consecutive webinars to share information on the impact of the new United States Mexico Canada Agreement (USMCA) from trade and automotive experts.

Presenting the content is Raul Rangel, is an attorney​based in Butzel Long's Washington office. He practices in the area of business and corporate law. Rangel is the co-chair of the firm’s Mexico Practice Team and member of Butzel’s Global Automotive Practice Group and International Trade and Customs Specialty Team.

Also presenting is Mitch Zajac, an attorney from Butzel Long’s Detroit office. His concentration is in the areas of automotive, intellectual property, regulatory and emissions compliance. Zajac serves on the firm’s Automotive Industry Team and International Trade and Customs Specialty Team.

Dates and webinar focus: • March 3, 2020 - USMCA: Level Set This session will focus on the history of NAFTA and the auto industry with an emphasis on how using tariffs as a threat spawned into the new USMCA. •

March 18, 2020 - USMCA: Regional Value Content and Core Parts Requirements This session will provide information regarding Regional Value Content (RVC) including calculation methods, requirements, enforcement, and the impact on the supply chain.

•

April 1, 2020 - USMCA: Labor Value Content This session will focus on Labor Value Content (LVC) and highlight areas such as calculation methods, types of expenditures, cost expectations, and the impact on various workforce regions.

•

April 15, 2020 - USMCA: Entry to Force, Transition Times and Steel & Aluminum Content This session will take a holistic view of the impact of USMCA while highlighting areas such as steel and aluminum requirements, implementing legislative provisions, a timeline for the various phases, and new developments since the first webinar.

Registration for all four webinars is required and webinar recordings will be shared with all registrants.

Direct parts suppliers whose business will be impacted by USMCA, supplier trade staff, and executives who need to know the impact this new agreement will have on their business should plan to join these webinars.

Exclusive Sponsor:

OESA members and industry guests may register for all OESA events at www.oesa.org.

For registration assistance, contact OESA at 248.952.6401 or info@oesa.org.

6 │ OESA News - 2020 First Quarter

OESA EVENTS OESA/CAR 2020 The Mobility Web: Joining Forces to Build the Future / March 11 OESA and the Center for Automotive Research (CAR) have partnered to host the 1Q 2020 Mobility Supplier Forum titled, "The Mobility Web: Joining Forces to Build the Future," on March 11, 2020, at HPE Campus in San Jose, Calif. Auto industry experts, community leaders and start-up company executives will discuss how they are collaborating to build the future of the mobility.

Keynote speakers John Rich, chief operating officer, Ford AV, LLC, and Brett Roubinek, president & CEO, Transportation Research Center, will share their unique perspectives on the evolution of collaboration in the automotive industry.

Alex Thibault, vice president and general manager, North America, Vulog, will share his perspective on how partnership decisions are made and what companies have learned from these partnerships to date.

The "Smart City Mobility" Initiatives session will cover the technologies smart cities are deploying, the role of multimodal transportation, and outcomes municipalities are experiencing. Speakers include Jordan Davis, director, Smart Columbus, Columbus Partnership, Amanda Graor, chief innovation officer, Mid-America Regional Council, Alex Pazuchanics, mobility services manager, City of Seattle, and Karina Ricks, director of mobility and infrastructure, Greater Pittsburgh Area.

Differing clock speeds between automakers and technology companies make industry startup partnerships difficult, yet essential to move through the massive technology shift underway within the industry. A panel of leading automotive supplier and startup executives will explore how this process has played out for manufacturers and startups alike.

Panelists include: • • • • •

Jeff Davis, Senior Director, Connected Transportation, BlackBerry Jim Douglas, President and CEO, Wind River Todd Fletemier, Vice President, Midwest Technology Platform, Faurecia North America Ashok Sivanand, CEO, Integral Marc Smeyers, Chief Technology Officer, GHSP ​​

Automotive suppliers looking for insight into the latest in automotive technology and tech companies that are exploring entrance into the automotive industry are encouraged to attend these forums.

In Partnership With:

OESA members and industry guests may register in the events section of http://www.cargroup.org. For registration assistance, contact CAR at 734.662.1287 or info@cargroup.org.

OESA News - 2020 First Quarter

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OESA EVENTS China Market Update Webinar: Under Pressure / March 11 OESA members are invited to join OESA and local China industry expert Yale Zhang, managing director, Automotive Foresight, on March 12, 2020, for a webinar, China Market Update: Under Pressure.

During the hour-long webinar, Zhang will share: • • • • •

The latest impact of the COVID-19 virus on the auto industry in China The current production impact and OEM planning strategies Revised vehicle sales settings and recovery prospects Factors fueling supply chain risks and potential contingency scenarios Prospects for government intervention to mitigate economic distress

There will also be an opportunity for webinar participants to ask questions.

Exclusive Content Provider:

OESA 2020 Industry 4.0 Executive Breakfast Briefing / March 17 Modern manufacturing enterprises need to be agile and operate with the ability to adapt to consumer preferences in advance of customer demand requirements. The objective of Industry 4.0 is to develop manufacturing to be faster, more efficient, and customer-centric while pushing beyond automation and optimization.

To help OESA members assess existing manufacturing operations against leading Industry 4.0 concepts, OESA is hosting “Industry 4.0: Gauging Your Enterprise Capabilities and the Power of Integration” on March 17, 2020, at the MSU Management Education Center in Troy, Mich.

Competing in the world of Industry 4.0 depends on a manufacturer’s ability to adopt technologies like machine learning and analytics, artificial intelligence (AI), IoT devices, and automation – then scale those technologies across the organization. Peter Pearce, principal and mobility and transportation practice leader at Baker Tilly, will share leading manufacturing practices of Industry 4.0 and help suppliers understand the power of data integration across the Industry 4.0 operating dimensions.

Attendees will learn the power of secure enterprise integration and how to bring shop floor and operational costing data together to enhance operational visibility and performance. Then determine the roadmap to move their operational footprint into the higher echelons of Industry 4.0 maturity.

Supplier executives responsible for managing or overseeing engineering, product development, innovation, new technology activities or manufacturing operations will gain a better understanding of how Industry 4.0 concepts can impact their organization.

Exclusive Sponsor:

OESA members and industry guests may register for events at www.oesa.org.

For registration assistance, contact OESA at 248.952.6401 or info@oesa.org.

8 │ OESA News - 2020 First Quarter

COUNCIL HIGHLIGHT

Legal Issues Council Meeting Hello In-House Counsels, Do you represent your supplier organization as in-house counsel? Are you interested in learning more about historical approaches and current trends in work outs, from the customer, supplier and lender side? Regarding Michigan Court of Appeals: Requirements Contracts Need Not Be Exclusive, are you interested in the implications for suppliers?

If you answered yes to any of these questions, we invite you to attend our Legal Issues Council (LIC) meeting on April 28th, at the OESA Conference Center in Southfield, MI. If you are not yet a member, please be our guest Please reach out to me so we can get you registered for the meeting.

The LIC is the forum in-house counsel from supplier member companies to discuss business-critical legal issues, such as product liability, industry terms and conditions, directed buys and intellectual property protection. Council memebrs also weigh in on the ongoing analysis of OEM terms and conditions, and discuss relevant industry topics from other OESA councils from a legal perspective.

Scheduled Topics Include: • The Anatomy of a Deal • MEMA Washington, D.C. Policy Update • Michigan Court of Appeals Holds that Requirements Contracts Need Not Be Exclusive: Implications for Suppliers We look forward to seeing you at the meeting.

Ginger Juncker Executive Director, Councils and Member Services gjuncker@oesa.org or 248.430.5953

Council membership is available to the legal executives of OESA supplier member companies. Cost of membership is $1,000 per year.

The membership fee is prorated to cover remaining meetings.

2020 LIC Remaining Meeting Dates • April 28th • July 21st • October 13th OESA Executive Peer Group Councils are rated as one of the most valuable member benefits for automotive suppliers. They bring together executives with similar job functions and industry challenges. Quarterly council meetings provide a forum to address issues of common concern, share best practices, and hear from industry thought leaders and subject matter experts. Learn more about our Legal Issues Council and all other OESA Peer Group Councils at oesa.org/councilsand-committees.

OESA News - 2020 First Quarter

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WELCOME NEW OESA MEMBERS 3-Dimensional Services Group

2547 Product Drive Rochester Hills, MI 48309 www.3dimensional.com Member Representative: Bob Crockett, Business Development Alternate Representative: Chad Peterson, General Manager

Advanced Carrier & Protection Systems (ACPS) 755 W. Big Beaver Rd., Suite 2020 Troy, MI 48084 www.acps-automotive.com

Member Representative: Michael Orlos, Director North America Alternate Representative: Daniel Csuta, Manager North America

CEBI USA

Commercial Tool Group

Member Representative: Stephan Marin, Managing Director Alternate Representative: Pili Grafton, Office Manager

Member Representative: Keith Foster, VP Sales and Marketing Alternate Representative: James Bouwman, President

Kasai North America

Mersen USA EP Corp.

Member Representative: Steve Ickes, GM, Sales and Marketing Alternate Representative: Kevin Barthold, Vice President, Engineering and Sales

Member Representative: Dan Balkus, Business Unit Controller Alternate Representative: John Marshall, VP Global Electric Vehicles

Qlik

Quistem, LLC

Member Representative: Brenda Lerouge, Field Marketing Manager Alternate Representative: Grant Faulkner, Named Account Manager

Member Representative: Cathy Fisher, President Alternate Representative: Jim Fisher, COO

41800 W. 11 Mile Rd., Suite 225 Novi, MI 48375 www.cebi.com/en

29065 Cabot Drive, Suite 200 Novi, MI 48377 www.kasai-na.com

211 S. Gulph St., Suite 200 King of Prussia, PA 19406 www.qlik.com

10 â&#x201D;&#x201A; OESA News - 2020 First Quarter

535 Rusche Dr. NW Comstock Park, MI 49321 www.commercialtoolgroup.com

374 Merrimac Street Newburyport, MA 01950 www.mersen.com

227 Cinnamon Ridge Rutherfordton, NC 28139 www.quistem.com

WELCOME NEW OESA MEMBERS Roush

TREMEC Corporation

Member Representative: Steven Ross, Director, Business Development Alternate Representative: Maureen Crowley, Director, Corporation Communications

Member Representative: Brian Durbin, Global Business Development Director Alternate Representative: Tim Jacobson, Sales Director

VentureSource

Veritas AG

Member Representative: Andy Levesque, President Alternate Representative: Kay Berends, CFO

Member Representative: Peter Evans, President Alternate Representative: Sang Lee, Key Account Manager

12447 Levan Livonia, MI 48150 www.roush.com

201 W. Washington Ave., Suite 220 Zeeland, MI 49464 www.venture-source.com

Yinlun TDI LLC

4850 E. Airport Drive Ontario, CA 91761 www.yinluntdi.com

46643 Ryan Court Novi, MI 48377 www.tremec.com

39555 Orchard Hill Place, Suite 150 Novi, MI 48380 www.veritas.ag

Join OESA Today!

Become a member and let OESA champion your business interests throughout the supply chain and in Washington, D.C. Â

Member Representative: Jonathan Moyer, CFO Alternate Representative: Thomas Thielen, CEO

For membership information, contact: Steve Horaney Vice President, Membership and Sales 248.430.5969 shoraney@oesa.org OESA News - 2020 First Quarter

â&#x201D;&#x201A; 11

OESA EVENTS Upcoming OESA Events March

USMCA Webinar Series

Mar. 11

The Mobility Web: Joining Forces to Build the Future

Mar. 12

China Market Update Webinar: Under Pressure

Mar. 17

Industry 4.0 Executive Breakfast Briefing

March 3 - USMCA: Level Set March 18 - USMCA: Regional Value Content and Core Parts Requirements

HPE Campus, San Jose, CA Webinar

MSU Management Education Center, Troy, MI

Upcoming Council Meetings: Mar. 18

Chief Executive Officer (CEO) and Enterprise Leadership Council (ELC) (Joint Meeting)

Mar. 19

Chief Financial Officers (CFO) Council

Mar. 26

Warranty Management Council (WMC)

The Inn at St. John's, Livonia, MI

OESA Conference Center, Southfield, MI MSU Management Education Center, Troy, MI

Upcoming 2020 OESA Town Hall Meetings Mark your calendar for the Members-Only OEM Town Hall Meetings

May 5, 2020

VW Town Hall - Save the Date

July 28, 2020

Toyota Town Hall - Save the Date

Aug. 19, 2020

FCA Town Hall - Save the Date

Sept, 9 2020

Honda Town Hall - Save the Date

Nov. 19, 2020

Nissan Town Hall - Save the Date

Dec. 3, 2020

Ford Town Hall - Save the Date

12 â&#x201D;&#x201A; OESA News - 2020 First Quarter

Troy Marriott, Troy, MI

Toyota Supplier Center, York Twp, MI Suburban Collection Showplace, Novi, MI Metro Detroit/TBD

Metro Detroit/TBD

The Henry Hotel, Dearborn, MI

Original Equipment Suppliers Association 25925 Telegraph Rd., Ste. 350 │Southfield, MI 48033-2553 248.952.6401 │oesa.org │info@oesa.org Connect with us on OESA News is provided by the OESA Communications Team.

April Buford Senior Director, Communications

Jeff Laskowski Senior Manager, Communications

Abby Napier Communications Specialist

248.430.5964 abuford@oesa.org

248.430.5951 jlaskowski@oesa.org

248.430.5957 anapier@oesa.org