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Workshop Executive Summaries

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  1. MMA1 | Workshop Executive Summary | Joseph Magyar CPA & Natalie Frenier CPA: U.S. Tax Reform - What’s In There for Auto Dealers?

    MMA1 | Workshop Executive Summary | Joseph Magyar CPA & Natalie Frenier CPA: U.S. Tax Reform - What’s In There for Auto Dealers?

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    Joe Magyar and Natalie Frenier, CPAs with Crowe Horwath LLP joined us for an online workshop to share their thoughts about the Tax Reform Act of 2017/18 and how it impacts auto dealers. Crowe Horwath LLP (www.crowehorwath.com) is one of the largest public accounting, consulting, and technology fi rms in the United States. Under its core purpose of “Building Value with Values®” Crowe Horwath uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Th is report is a summary of Joe and Natalie’s comments and suggestions. Learn More
  2. MLL3 | Workshop Executive Summary | Everything Auto Dealers Need to Know about IRS Form 1099

    MLL3 | Workshop Executive Summary | Everything Auto Dealers Need to Know about IRS Form 1099

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    Rob Campbell and Nicole DeRosa, Analysts for Withum, Smith + Brown Accountants and Consultants (WS+B) joined us for an online workshop to discuss IRS 1099. Aft er a long and successful career as a dealership consultant and trainer, Rob Campbell joined Withum, Smith + 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, has 17 books and manuals about Fixed Operations, and is a frequent and popular speaker at industry events including ten NADA conventions. Nicole DeRosa CPS MAcc is with the Tax Department. Th is report is a summary of his comments and suggestions. Learn More
  3. MLL2 | Workshop Executive Summary | Building a BDC to Boost Service & Parts Profi ts

    MLL2 | Workshop Executive Summary | Building a BDC to Boost Service & Parts Profi ts

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    Joni Stuker, Founder and President of Owner Connect LLC (http://www.ownerconnect-llc.com/) joined us for a detailed discussion about how to leverage the power of the BDC to fuel service and parts growth! Joni is an industry leader and BDC professional who General Motors selected as a turnkey vendor for GM dealership BDC operations. She frequently receives invitations to speak at NADA and state conventions. In addition, she and her team serve as a resource for numerous OEMs as well as for a diverse range of other industries such as NASCAR, resorts, RV products, RV dealerships, amusement parks and retail automobile dealerships. Th is report is a summary of Joni’s comments and suggestions. Learn More
  4. MLL1 | Workshop Executive Summary | What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

    MLL1 | Workshop Executive Summary | What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

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    Stefan Drechsel, Marketing Director of the Gillrie Institute, joined us for an online Technology Review focused on New Sales, Used Sales and F&I technologies and applications, what works, what doesn’t and what’s worth the price. Th e Gillrie Institute is an advisory fi rm that helps dealers evaluate DMS, CRM, phone and other technology choices to save money and 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. Learn More
  5. MLK5 | Workshop Executive Summary | Succession/ Exit Part 2: Maintaining Income & Control While Engaging in a Gifting Strategy

    MLK5 | Workshop Executive Summary | Succession/ Exit Part 2: Maintaining Income & Control While Engaging in a Gifting Strategy

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    Don Hannahs CFP, founding Partner of Planning Solutions Group, and Chris Dionot JD, Family Wealth Advisor joined us for an online workshop to continue the discussion about successful succession 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 and Chris’ comments and suggestions. Learn More
  6. MLK3 | Workshop Executive Summary | Fighting Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Management

    MLK3 | Workshop Executive Summary | Fighting Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Management

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    Jodi Kippe, Partner and Steve Wojcicki, Senior Manager with the Retail Dealer Group of Crowe Horwath LLC joined us for an online workshop to share their thoughts on how to combat shrinking gross margins and control expenses. Jodi and Steve are CPAs with Crowe Horwath LLC and combined they have 41 years of experience working with auto dealers. Jodi leads the Crowe Navigator for dealers, performance management solution, is a co-moderator of Crowe’s popular CFO Roundtable and a member of SunTrust’s Dealer Advisory Board. She is a frequent lecturer for the National Automotive Dealers Association (NADA) and AICPA automotive conferences, as well as other automotive and state associations. She is a published author, with articles featured in trade magazines, periodicals and business journals. Th is report is a summary of Jodi and Steve’s comments and suggestions. Learn More
  7. MLK2 | Workshop Executive Summary | Re-thinking  the Parts Pricing Matrix to Maximize Profits in 2017

    MLK2 | Workshop Executive Summary | Re-thinking the Parts Pricing Matrix to Maximize Profits in 2017

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    On November 9, 2017 Chuck Hartlé, President of PartsEdge, Inc. joined us for an online workshop to update us on How to build the perfect parts pricing strategies for Customer, Wholesale and Internal sales and explores the role of Price Escalators in search of the right balance for price, value and profits. Chuck has 30 years of experience in the automotive parts industry with 20 in the dealership parts environment. For 15 years Chuck ran one of the largest Chrysler parts operations in Southern California and finished out his time as Fixed Operations Director for the same dealership before moving on to PartsEdge as a full time venture. Chuck was also co-founder and President of the Mopar Masters Parts Guild, a national guild consisting of the top Chrysler Parts Managers in the country. Since forming PartsEdge, Inc. Chuck has participated and spoken in front of many workshops, seminars, 20 Groups and Dealer Associations. This report is a summary of Chuck’s comments and suggestions. ……….see Chuck’s Contact Details on the last page. Learn More
  8. MLK1 | Workshop Executive Summary | How to Attract & Reward Key Employees via Compensation, Profit Participation and/or Ownership

    MLK1 | Workshop Executive Summary | How to Attract & Reward Key Employees via Compensation, Profit Participation and/or Ownership

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    On November 2nd, 2017 Joe Magyar and Tim Daub of Crowe Horwath LLP joined us for an online workshop to share their thoughts about rewarding key employees. Joe is a partner with the Retail Dealership practice and Tim is a Director working with clients on their executive compensation issues. Crowe Horwath LLP (www.crowehorwath.com) is one of the largest public accounting, consulting, and technology firms in the United States. Under its core purpose of “Building Value with Values®” Crowe Horwath uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. This report is a summary of Joe and Tim’s comments and suggestions. ……….see their Contact Details on the last page. Learn More
  9. MLJ4 | Workshop Executive Summary | Forecasting - Why Fresh Ideas and New Perspectives  Are Needed for Success in 2018

    MLJ4 | Workshop Executive Summary | Forecasting - Why Fresh Ideas and New Perspectives Are Needed for Success in 2018

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    On October 26, 2017, Brooke Samples, President of Profit Blueprints LLC joined us for an online workshop to expand on her suggestion to “fire yourself and then re-hire the you that you always wanted to be” and to embrace change and reach your potential. Over the course of her long career, Brooke Samples has worked 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. This report is a summary of Brooke’s comments and suggestions. ……….see Brooke’s Contact Details on the last page. Learn More
  10. MLJ3 | Workshop Executive Summary | Declined Service Recommendations - Creating a Solid Follow Up Calling Process

    MLJ3 | Workshop Executive Summary | Declined Service Recommendations - Creating a Solid Follow Up Calling Process

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    On October 19, 2017 Greg Criss of Criss Consulting LLC., (http://www.crissconsulting.net/) joined us for an online workshop to share his thoughts about how to capture more declined services with a solid follow up process. In 1980, Mr. Criss began his career as a Service Advisor at a large Toyota dealership and was soon promoted to Service Manager. During his later tenure as Service Director, and Fixed Operations Director he won many awards such as Cadillac and Pontiac Masters, and the President’s Club of Nissan.   In 1998 he joined MSX International and a year later formed his own consulting business. In 2006, Greg joined NCM Associates and has helped many dealers improve their fixed operations, net profit and customer happiness. In addition Greg has spoken before large association groups such as the Chicago Auto Trade Association and Eastern New York Car Association of Retailers (ENYCAR) to name a few. Greg has conducted dozens of weekly training workshops such as the “Service Advisors Boot Camp” and “Service Manager’s Boot Camp” as well as on-site seminars for mega dealers such as the Holman, Ridell and the Sunset Auto Groups. This report is a summary of Greg’s comments and suggestions. ……….see Greg’s Contact Details on the last page. Learn More

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