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  1. Rob Campbell & Lou Young: How to Apply for Retail Rates for Factory Reimbursed Warranty Claims

    Rob Campbell & Lou Young: How to Apply for Retail Rates for Factory Reimbursed Warranty Claims

    $0.00

    Workshop Info:
    Air Date: Thursday July 20 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Rob Campbell & Lou Young of Withum Smith & Brown
    Program Length: 60 Minutes
    SKU: DLG3

    Learn how to apply and receive retail rates for parts and labor for your factory warranty repairs… in accordance with 40+ state laws

    Withum Smith & Brown, via staff accountants and consultants assist dealers in many states with the complex submission needed to justify retail reimbursement rates for OEM warranty repairs.

    Visit with Rob & Lou as they detail:

    How to decide if making a submission is worth the time, effort and expense necessary
    How to compile a retail reimbursement sample required under individual state laws
    The differences from state to state that you need to be aware of to avoid wasted effort
    The differences from OEM to OEM in how they process these submissions
    How to respond if your sample and submission is rejected Learn More
  2. Steve Nickelsen: In-House Process for Preparing Future GMs and Dealers for Your Auto Group

    Steve Nickelsen: In-House Process for Preparing Future GMs and Dealers for Your Auto Group

    $0.00

    Workshop Info:
    Air Date: Thursday September 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Steve Nickelsen of Nickelsen/DealersEdge
    Program Length: 60 Minutes
    SKU: DLI1

    New alternative provides a “grow your own” approach to successfully identify and prepare “bench strength” to fuel group expansion and/or Dealer succession.

    “Growing other leaders from the ranks isn’t just the duty of the leader, it’s an obligation” -Warren Bennis

    If your auto group wants to grow, you need manpower at the highest levels to properly manage and advance your acquisition opportunities.

    And… if the CEO is looking toward retirement, or maybe just slowing down, preparing your successor is also an obligation.

    Learn how to:

    Identify the candidates with highest potential within your organization
    Utilize both in-house classroom learning and hands-on application
    Leverage in-house expertise and know how… teach your system
    Promote your auto group’s culture and standards throughout
    Nurture teamwork and cooperation throughout the group
    Create Game-Ready Bench Strength from your current management team Learn More
  3. Charles Feuss, J.D: Basics Of Employee Handbooks in Auto Dealerships Today

    Charles Feuss, J.D: Basics Of Employee Handbooks in Auto Dealerships Today

    $0.00

    Workshop Info:
    Air Date: Thursday September 14 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Charles Feuss, J.D
    Program Length: 60 Minutes
    SKU: DLI2

    If it has been years since updating your Employee Handbook, you could be seeking rather than avoiding problems… Big and Small.

    Employees and managers have many expectations of each other. Unfortunately, often both employees and management seem to be working from a different set of guidelines.

    Given the accelerating rate change, a regular review of your dealership’s Employee Handbook is required. How long has it been since you have read or reviewed yours.

    Join us a Charlie Feuss, J.D. covers the basics of Employee Handbooks for today’s auto dealership environment.

    You will explore:

    Why you should or should not have an up to date employee handbook (EHB)
    What Basic Policies should be included in every EHB
    Optional Policies that you should at least consider
    Special Policies that address your locale, business style, weather, events, etc.
    Communicating your dealership business philosophy, goals and expectations. Learn More
  4. Steve Nickelsen: Why So Many of the Dealer’s Truly Great Ideas Fail to Launch

    Steve Nickelsen: Why So Many of the Dealer’s Truly Great Ideas Fail to Launch

    $0.00

    Workshop Info:
    Air Date: Live Thursday, April 27, 2017 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Steve Nickelsen
    Program Length: 30 Minutes

    If you are a Dealer or GM, there is no shortage of new concepts, ideas and strategies that could make your dealership organization better! Yet so many great ideas fail at the execution stage… WHY?

    I know this has happened to you! You return from a 20-Group Meeting or the NADA Convention… or maybe you read an article or book that inspires and enthuses you to bring a specific improvement to your auto group or store.

    But when you present this ‘great idea’ to your management team, they smile, nod, stifle a groan… then they hope if they just ignore you for a couple of weeks, it will all go away.

    Or maybe, they argue about the wisdom of trying something new. Any of this sound familiar…

    Lame Excuses: “Our customers are different and they will not like this.” “We tried that once and it didn’t work.” “We don’t have the time.” But if others have found this idea successful, is any of this valid? More than likely NOT.

    Visit with Steve for just 30 minutes and he will show you:

    Why so many improvement plans fail to execute in your dealership or group
    Why having great ideas and opportunities is not enough to move from theory to practice
    Why dealerships are a particularly difficult environment to bring about improvement and change
    Why you so often hear the same lame and uninspired excuses
    How an Executive Virtual Coach can provide the implementation muscle that takes your great ideas and opportunities and turns them into increased efficiencies and profits. Learn More
  5. Don Hannahs: Successful Succession Planning for Today’s Auto Dealers

    Don Hannahs: Successful Succession Planning for Today’s Auto Dealers

    $0.00

    Workshop Info:
    Air Date: Thursday October 5 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Don Hannahs of Planning Solutions Group
    Program Length: 60 Minutes
    SKU: DLJ1

    As more and more “boomer” auto dealers start looking to the next chapter in their lives, the need for a well thought out succession plan becomes an immediate emergency. This session will examine your challenges and opportunities.

    According to Strategic Advisors, Inc., “Baby Boomers” have a disproportionate amount of their wealth tied up in business. Also…

    65% do not know what their business is worth
    85% have NO exit strategy
    Yet… 27% Hope to exit in the next five years

    Don will focus on:

    The unique challenges facing succession in a “family business”
    The boundaries & expectations that need to be established
    Why so many auto dealers fail in this endeavor
    What to include in your “9-1-1” emergency plan
    Your Exit/Succession Options
    How to succeed at succession planning Learn More
  6. Joe Magyar and Tim Daum: How to Attract & Reward Key Employees Via Compensation, Profit Participation and/or Ownership

    Joe Magyar and Tim Daum: How to Attract & Reward Key Employees Via Compensation, Profit Participation and/or Ownership

    $0.00

    Workshop Info:
    Air Date: Thursday November 2 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Joe Magyar and Tim Daum from Crowe Horwath
    Program Length: 60 Minutes
    SKU: DLK1

    This presentation will not only discuss how to compensate and attract top talent for acquisitions, but will also explore creative ways to reward and incentivize important key managers.

    As auto group consolidation continues to be a major trend in auto retail, finding and keeping high-value senior managers becomes more of a challenge. Pay plans are part of the answer. But many ambitious and talented employees are looking for more creative incentives.

    Experts from Crowe Horwath will Explore:

    Compensation/Equity issues related to acquisitions
    Considerations in offering real equity?
    Drawbacks in offering real equity?
    Deferred compensation packages?
    Phantom stock?
    Stock appreciation rights? Learn More
  7. Stefan Dreschel: What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

    Stefan Dreschel: What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

    $0.00

    Workshop Info:
    Air Date: Thursday December 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Stefan Dreschel of The Gillrie Institute
    Program Length: 60 Minutes
    SKU: DLL1

    A Technology Review focused on New Sales, Used Sales and F&I

    Keeping track of new systems that may or may not help your front end sales and finance businesses is difficult. The only constant in this realm is “CHANGE.” Visit with Stefan Drechsel as he updates you on what is available, what you should consider and what you should avoid.

    Thursday, December 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Stefan Dreschel of The Gillrie Institute

    Stefan Explores:

    New CRM Features: Artificial Intelligence, Video, Mobility, Sales Tracking
    Data Mining to help you create Predictive Sales
    Technology to boost Accessory Sales
    New Prescriptive F&I applications
    Overview of Digital Deal Jackets Learn More
  8. Jodi Kippe & Steve Wojcicki, CPAs: Fighting Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Management

    Jodi Kippe & Steve Wojcicki, CPAs: Fighting Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Management

    $0.00

    Workshop Info:
    Air Date: Thursday November 16 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Jodi Kippe & Steve Wojcicki, CPAs
    Program Length: 60 Minutes
    SKU: DLK3

    Gross margins have been shrinking in 2017 for auto dealers. At the same time your cost of doing business is on the rise. It is time to re-focus on ways to at least slow down those two alarming trends.

    It’s time to get serious:

    Analysis of Key Dealership Operating Expenses and which are ripe for improvement
    Presentation of Innovative Solutions and Techniques for Dealership Expense Management
    How to achieve Profit Improvement Goals in spite of these trends
    Learn More
  9. Chuck Hartle': Re-Thinking the Parts Pricing Matrix to Maximize Profits in 2017

    Chuck Hartle': Re-Thinking the Parts Pricing Matrix to Maximize Profits in 2017

    $0.00

    Workshop Info:
    Air Date: Thursday November 9 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Chuck Hartle'
    Program Length: 60 Minutes
    SKU: DLK2

    How to build the perfect parts pricing strategies for Customer, Wholesale and Internal sales. Explore the role of Price Escalators in search of the right balance for price, value and profits. Past workshop, updated for 2017.

    Chuck Will Guide You To:

    Parts pricing strategies for all types of sales, in-shop, over-the-counter, wholesale…
    Effective testing of new escalators and matrix pricing formulas
    A honest appraisal of your current parts pricing policies and practices
    A set of new principles to guide and reshape your parts pricing formulas to maximize competitive advantage and bottom line profits. Learn More
  10. Don Hannahs and Chris Dionot: Succession/Exit Part 2:  Maintaining Income & Control While Engaging in a Gifting Strategy

    Don Hannahs and Chris Dionot: Succession/Exit Part 2: Maintaining Income & Control While Engaging in a Gifting Strategy

    $0.00

    Workshop Info:
    Air Date: Thursday November 30 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Don Hannahs, CFP® & Chris Dionot, J.D. (Licensed not practicing) of Planning Solutions Group, LLC
    Program Length: 60 Minutes
    SKU: DLK5

    Pros and Cons of Gifting to the Next Generation While You Live or After Your Passing

    Gifting can be a successful strategy for succession and/or exit for aging auto dealers. You have two basic strategies… Gifting during your lifetime… or Gifting at death (aka / Bequeathing)

    Learn the specifics and details in this workshop… especially how to maintain control over the business and your income while engaged in gifting to the next generation.

    Explore the details:

    How to maintain “Control and Income” if engaged in a gifting program
    Taxes – Current and Proposed… Cap Gains, Estate, Gift, Generation Skipping Tax (GST)
    Estate Planning Techniques that address the very different needs of active and inactive family members
    Why most auto dealers need 3 Trusts… and how they work
    How to plan for your own financial security and importance of an accurate business valuation

    Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. Learn More

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