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Workshop Executive Summaries

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  1. MLJ1 | Workshop Executive Summary | Successful Succession Planning for Today’s Auto Dealers

    MLJ1 | Workshop Executive Summary | Successful Succession Planning for Today’s Auto Dealers

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    On October 5 2017 Don Hannahs CFP, founding Partner at Planning Solutions Group, a 30-person Wealth Management fi rm with offi ces in Maryland and Virginia, joined us for an online workshop to share his thoughts about succession and continuity planning. Don is a recognized expert and has taught fi nance and retirement courses at Christopher Newport University (CNU) and Montgomery College. Don has addressed many trade associations including the DC Bar, Associated Builders & Contractors, Northeast Farm Equipment Dealers Association, Virginia Association of Roofi ng Professionals, Printing & Graphics Association, NECA, and NADA where he regularly addresses the Academy Graduates and Families on Succession Planning. Th is report is a summary of Don’s comments and suggestions. ……….see Don’s Contact Details on the last page. Learn More
  2. MLI2 | Workshop Executive Summary | The Basics of Employee Handbooks in Auto Dealerships Today

    MLI2 | Workshop Executive Summary | The Basics of Employee Handbooks in Auto Dealerships Today

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    On September 14, 2017 employment attorney Charlie Feuss J.D. of Kilpatrick, Townsend LLP (www.kilpatricktownsend.com) shared his thoughts about how a properly constructed employee handbook can keep you out of legal hot water. Charlie has dedicated more than 30 years to representing management clients exclusively in the areas of labor and employment law. He has represented a broad spectrum of employers in a wide range of industries including automotive, aerospace, bakery, food service, construction, healthcare, hospitality, manufacturing, retail and transportation. Th is report is a summary of Charlie’s comments and suggestions. ……….see Charlie’s Contact Details on the last page. Learn More
  3. MLI1 | Workshop Executive Summary | Steve Nickelsen An In-House Process for Preparing Future GMs and Dealers for Your Auto Group

    MLI1 | Workshop Executive Summary | Steve Nickelsen An In-House Process for Preparing Future GMs and Dealers for Your Auto Group

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    On September 7, 2017 Steve Nickelsen, CEO of Nickelsen/DealersEdge joined us for an online workshop to share a new plan to improve your in-house capacity to identify, train and develop critical future leaders.

    Steve is a recognized expert and for over 32 years has focused on improving
    dealership net profi t. He has worked with more than 8,000 dealers, general
    managers and sales managers to improve their businesses and he has trained
    more than 20,000 automotive salespeople. His clients include some of North
    America’s most profi table automotive organizations who enjoy superior customer
    satisfaction and retention. He is a frequent speaker for companies and
    conventions that are related to the automotive industry, and has been the
    highest rated speaker at NADA. He has worked with OEMs, importers
    and directly with car dealers to help them improve sales, profi tability
    and eff ectiveness.
    Th is report is a summary of Steve’s comments and suggestions.
    ……….see Steve’s Contact Details on the last page. Learn More
  4. MLH4 | Workshop Executive Summary | Alan Haig: Mega-Trends Impacting Auto Retail Today- Highlights from the Haig Report

    MLH4 | Workshop Executive Summary | Alan Haig: Mega-Trends Impacting Auto Retail Today- Highlights from the Haig Report

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    On Aug 14, 2017 Alan Haig, Founder & President of Haig Partners joined us for an online workshop to share his thoughts on trends and changes in today’s automotive landscape. Haig Partners is the leading buy-sell advisory fi rm for owners of higher value dealerships and dealership groups. Th ey have been involved in the purchase or sale of over 270 dealerships since 1996 for a total value of over $3.5 billion (excluding inventories), more than any other team in our industry. Th is report is a summary of Alan’s comments and suggestions. ……….see Alan’s Contact Details on the last page. Learn More
  5. MLH3 | Workshop Executive Summary | How to Create a Professional Image on the Service Drive… Become the Customer’s Trusted Advisor

    MLH3 | Workshop Executive Summary | How to Create a Professional Image on the Service Drive… Become the Customer’s Trusted Advisor

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    On August 17, 2014 Steve Kwiatkowski, President and CEO of Liqqid Technologies & Training shared his view about how your key front-line staff and your advisors can project a professional image on your Service Drive to improve retention, CSI, Sales and Profi ts. Steve Kwiatkowski, is a renowned expert in virtual sales and training technologies. He has been creating, developing and implementing sales presentation and training programs in automotive dealerships since 1984. Steve was the creator of the fi rst talking Virtual F&I programs in auto dealerships in 1995, and the fi rst talking Virtual Service Drive programs, and model specifi c service menu-selling programs in 2003. He and his staff currently support over 100 remarketing partners that supply Liqqid technology, support and training programs to thousands of dealerships and their sales, service and management staff , throughout the United States and Canada. Th is report is a summary of Steve’s comments and suggestions. ……….see Steve’s Contact Details on the last page. Learn More
  6. MLH2 | Workshop Executive Summary | Erik Nachbahr: New Spear Phishing Threats and Tips to Reduce the Risk of an Attack at Your Dealership

    MLH2 | Workshop Executive Summary | Erik Nachbahr: New Spear Phishing Threats and Tips to Reduce the Risk of an Attack at Your Dealership

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    On Aug 10, 2017 Erik Nachbahr, President and Founder of Helion Automotive Technologies joined us for an online workshop to share his thoughts on Spear Phishing and other internet cyber threats that dealers face today. Helion Automotive Technologies provides IT solutions to over 650 auto dealers with more than 25,000 end users. From fully managed services to IT assistance and Service Desk help, Helion Automotive Technologies handles all dealership IT needs. Th is report is a summary of Erik’s comments and suggestions. ……….see Erik’s Contact Details on the last page. Learn More
  7. MLG4 | Workshop Executive Summary | Automotive Financial Statement For Managers

    MLG4 | Workshop Executive Summary | Automotive Financial Statement For Managers

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    On July 27, 2017, Brooke Samples, President of Profit Blueprints LLC joined us for an online workshop to help us to better understand dealership financial statements. Over the course of her long career, Brooke Samples has worked with with Lloyd Schiller’s Dealer Service Corp, NCM and VW University, and as President of Profit Blueprints, has analyzed over 15,000 Dealership financial statements and coached and motivated hundreds of Dealership Managers in all departments across North America. Using her monthly financial analysis, Profit Blueprints, she compares Dealers’ financial statements to key Benchmarks. She then uses her vast reservoir of experience plus feedback from her Clients to help Managers utilize over 100 Action Plans. Th is report is a summary of Brooke’s comments and suggestions. ……….see Brooke’s Contact Details on the last page. Learn More
  8. MLG3 | Workshop Executive Summary | How to Apply for Retail Rates for Factory Reimbursed Warranty Claims

    MLG3 | Workshop Executive Summary | How to Apply for Retail Rates for Factory Reimbursed Warranty Claims

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    On July 20, 2017 Rob Campbell and Lou Young, Analysts for Withum Smith + Brown Accountants and
    Consultants (WS+B) joined us for an online workshop to share their thoughts about how applying the
    law can result in bottom line improvement.
    Aft er a long and successful career as a dealership consultant and trainer,
    Rob Campbell joined WithumSmith + Brown Accountants and Consultants.
    WS+B is a full-service accounting and consulting fi rm and
    as dealer analyst, Rob uses his background to help his clients improve
    their operations through better planning and fi nancial review.
    He has written extensively and has 17 books and manuals about Fixed
    Operations under his belt. He is a frequent and popular speaker
    at industry events including ten NADA conventions.
    Th is report is a summary of his comments
    and suggestions.
    …To Contact Rob or Lou go to https://off ers.dealersedge.com/withum.php Learn More
  9. MLG2 | Workshop Executive Summary | New Electronic Service Department Applications & What You Need to Know

    MLG2 | Workshop Executive Summary | New Electronic Service Department Applications & What You Need to Know

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    On July 13, 2017 Stefan Drechsel, Marketing Director of the Gillrie Institute, joined us for an online workshop with an update about the state of Service Department technologies and applications discussed what works, what doesn’t and what is worth the price. Th e Gillrie Institute is an advisory fi rm that helps dealers evaluate DMS, CRM, phone and other technology choices that save money, negotiate favorable terms that result in effi cient specifi cation and confi guration. Stefan has extensive experience in marketing management and with his expertise in technology and service marketing he helped launch the Gillrie Institute’s Phone System, CRM, and Th ird Party Consulting services. Stefan also manages Gillrie seminars and market research projects. He recently wrote the NADA guide to CRM and just initiated the biggest satisfaction survey about dealership phone systems that has ever been done. Th is report is a summary of Stefan’s comments and suggestions. ……….see Stefan’s Contact Details on the last page. Learn More
  10. MLF2 | Workshop Executive Summary | The Auto Controller WOW Factor - 5 Sure-Fire Ways to Create Quick Store-Wide Improvements

    MLF2 | Workshop Executive Summary | The Auto Controller WOW Factor - 5 Sure-Fire Ways to Create Quick Store-Wide Improvements

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    On June 8, 2017 Rob Campbell and Christine Andrews , Analysts for Withum Smith + Brown Accountants and Consultants (WS+B) joined us for an online workshop to share their thoughts about how successful Controllers bring quick bottom line improvement to their stores. Aft er a long and successful career as a dealership consultant and trainer, Rob Campbell joined WithumSmith + Brown Accountants and Consultants. WS+B is a full-service accounting and consulting fi rm and as dealer analyst, Rob uses his background to help his clients improve their operations through better planning and fi nancial review. He has written extensively and has 17 books and manuals about Fixed Operations under his belt. He is a frequent and popular speaker at industry events including ten NADA conventions. Th is report is a summary of his comments and suggestions. ……….see Rob & Christine’s Contact Details on the last page. Learn More

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