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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. 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
  6. 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
  7. Jeff Sacks' Dealership Pay Plans That Work

    Jeff Sacks' Dealership Pay Plans That Work

    Regular Price: $495.00

    Special Discount Price: $395.00

    PAY PLANS THAT INFLUENCE BEHAVIOR AND GUIDE RESULTS

    Put the right pay formula or plan in place to improve your business model and results.
    Consider employing pay plans that :
    -- Reduce inter-department conflict
    -- Elevate personnel productivity
    -- Improve customer retention

    Consider changing vertically designed pay plans into more functional horizontal pay plans!

    This 100+ Page Guide contains hundreds of Sample Pay Plans, indexed by dealership department and profit center.

    Pay Plan Samples and Jeff Sacks' commentary Indexed for:

    -- Variable/Sales Department Managers
    -- Fixed Operations Department Managers
    -- Sales Consultants
    -- Service Advisors and Technicians
    -- Non-Management Parts Personnel
    -- Accounting Staff
    -- … and more!

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    About Jeff Sacks:
    Jeff Sacks is considered one of the premier experts in dealership operations with a 30+ year career that warrants the high regard he’s held in.

    Jeff immigrated to the United States in 1977 and immersed himself in the world of car dealership operations. He gained a degree in accounting and one in business finance, and together with his ‘in the seat’ practical experience, he carved out an enviably unique insight into dealership operations that has helped many clients across the global automotive industry.

    After gaining first-hand experience in a variety of dealerships, Jeff established Jeff Sacks & Associates, a consulting company dealing with the specific needs of his automotive clients. Years later, he created and facilitated the General Manager’s Bootcamp. In 2009, Jeff returned to his roots as operating President with Jeff Sacks & Associates (Jeff Sacks Auto) in order to provide customized programs to his clients, including the highly respected General Manager Workshop.

    Jeff’s passion and vision in the industry has made him a sought-after speaker, helping to improve dealership functionality relating to process improvement strategies, asset and expense controls, computer utilization, management information systems and more. Learn More
  8. BKTJ Dealership Money-Manager's Playbook - World Class Best Practices

    BKTJ Dealership Money-Manager's Playbook - World Class Best Practices

    $0.00

    New Guide Profiles Proven Strategies for Asset and Profit Management... (200+ Pages)

    No charge PDF Download or Hard Copy (+$98) - Non Member Price $298!

    Learn what the best Dealership Financial Managers are doing to....

    -Nurture and Protect the Dealership's Assets
    -Maximize Profit and ROI
    -Take Advantage of New Savings and Money-Making Opportunities
    -Protect the Value of the Automotive Enterprise

    This Guide contains Executive Summaries of 24 Senior Dealership Management Topics... all drawn from DealersEdge Workshops featuring a team of Industry Experts... each a specialist in their field.

    Here's What's Included:

    Financial Controls & Analysis

    -Accounting Office Consolidation for Multi-Location Dealer Groups
    -How to Manage the Balance Sheet & Turn Paper Profits Into Hard Cash
    -How to Maintain Your Focus on Expense Controls... Even in the Good Times
    -How, Why & When to Create Your Own Captive Insurance Company
    -Which Government Agencies are Targeting Auto Dealers...How to Reduce Exposure

    Financial Controls & Analysis- Focus on Fixed Ops

    -The Service Pricing Challenge: How to Leverage your Competitiveness
    -5 Keys to Avoiding the Perils of Factory or Extended Warranty Audits
    -Re-thinking the Parts Pricing Matrix to Maximize Profits
    -Aging Parts... Valued Assets or Worthless Artifacts?
    -How to Avoid Physical Parts Inventory Nightmares... Getting Acct'g & Parts on Same Page

    Managing Dealership Information Systems & Costs

    -Dealership Technology Requirements for Increased Productivity in 2016-17
    -CyberSecurity... Evaluating Your Risks & Protecting the Dealership
    -Independent CRMs vs the DMS CRMs? How to Make an Informed Choice...
    -Gillrie Reports: How to Guard Against Sudden DMS Price Increases & Policy Changes

    Building & Protecting the Value of the Business

    -How Your Dealership Business Plan May be Eroding Future Enterprise Value
    -Dealership Valuation... "Blue Sky" is NOT What it Used to Be
    -Big Themes from the Kerrigan "Blue Sky Report"

    Nurturing Your Most Important Asset - Your Team

    -Guiding Your Team to Success... The Management Magic of One-on-One Coaching
    -Tips on How and Why to Hire Millennials (GenY) for Your Dealership
    -Predicting Success With a Better Hiring Process
    -Employment Law for Car Dealers... 4 Things you Need to Know
    -Fearless Firing... Effective, Confident & Humane...and Staying Out of Trouble

    ----------

    Our Team of Experts

    All the Essays in this Guide are Executive Summaries reporting on the expert content provided by these well-known auto industry experts:

    -Jodi Kippe, CPA and Kara Perkins CPA from Crowe Horwath
    -Brooke Samples from Profit Blueprints
    -Kevin Gilbreath, CPA and Senior Tax Manager at Crowe Horwath
    -Jim Radogna, Founder of Dealer Compliance Consultants
    -Les Silver, of the KEEPS Corporation
    -Erik Nachbahr, of Helion Technologies
    -Joe Riccie, CPA and Seth Danberry of WithumSmith & Brown
    -Paul Gillrie, of The Gillrie Institute
    -Rob Campbell, of WithumSmith & Brown
    -Ryan Kerrigan, of Kerrigan Advisors
    -Stuart McCallum CPA and Steve Schumacher CPA from Crowe Horwath
    -Stefan Drechsel, of The Gillrie Institute
    -Chuck Hartle', of PartsEdge
    -Steve Nickelsen, of Nickelsen/DealersEdge and Nickelsen Partners
    -Kevin Baumgart, of Hireology
    -Charles Feuss, J.D., of Kilpatrick Townsend & Stockton LLP
    -Mike Nicholes, of Nicholes Capital Management

    All represented in this Guide! Learn More
  9. 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
  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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