2017 Schedule: At-A-Glance

Sunday, May 21st 2017
5:30 p.m. – 7:30 p.m. Agent Summit Registration Open

Sponsored by:

5:30 p.m. – 7:30 p.m. Welcome Reception: Badge Pick-Up and Happy Hour

Sponsored by:

Monday, May 22nd 2017
8:00 a.m. – 6:30 p.m. Agent Summit Registration Open

Sponsored by:

ACE Review and Certification Test
8:30 a.m. – 12:00 p.m.
8:30 a.m. – 10:30 a.m. ACE Certification Review

Sponsored by:

10:30 a.m. – 12:00 p.m. ACE Certification Test

Sponsored by:

Pre-Conference: Reinsurance Symposium
12:00 p.m. – 3:30 p.m.
12:00 p.m. – 1:00 p.m. Lunch with Reinsurance Symposium Sponsors

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1:05 p.m. – 2:00 p.m. Panel Session

CFCs: Changes, Threats and the Regulatory Horizon

Moderator

  • David Kaseff, CFO, MarksNelson LLC

Panelists

  • Bill Bigley, CFO, SouthwestRe
  • Matt Gibson, Vice President of Reinsurance Sales, Protective Asset Protection
  • Zack Matta, Vice President of Corporate Strategy, National Auto Care
  • Rhonda Pinkerton, Compliance Director, The Tribal Domicile
  • Andrew Weill, Principal, Weill & Mazer – A Professional Corporation
2:00 p.m. – 2:15 p.m. Networking Break with Reinsurance Symposium Sponsors

Sponsored by:

2:20 p.m. – 3:15 p.m. Panel Session

NCFCs: Changes, Threats and the Regulatory Horizon

Moderator

  • John Kerper, FSA, MAAA, Co-Owner, Kerper and Bowron LLC

Panelists

  • Brian Feldman, Executive Vice President, SpencerRe
  • John Luckett, Senior Vice President of Sales & Marketing, Resource Agent Group/First Extended
  • Jay Sharpnack, National Sales Manager, CNA National Warranty Corporation
  • Bruce Stricklin, Vice President of Operations and IT, GSFSGroup
3:15 p.m. – 3:30 p.m. Networking Break with Reinsurance Symposium Sponsors

Sponsored by:

Agent Summit: Conference Begins
3:35 p.m. – 6:30 p.m.
3:35 p.m. – 3:45 p.m. Agent Summit Welcome Address

Speaker

  • Randy Crisorio, President and CEO, United Development Systems Inc. and Advisory Board Chair
3:45 p.m. – 5:00 p.m. Evening Keynote Address

Peak Performance: How to Increase Your Business By 80% in 8 Weeks

Speaker

  • Dr. Kerry Johnson, MBA, Ph.D, “America’s Business Psychologist”

Sponsored by: EasyCare

5:00 p.m. – 6:30 p.m. Opening Reception in Exhibit Hall

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Tuesday, May 23rd 2017
8:00 a.m. – 7:30 p.m. Agent Summit Registration Open

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8:00 a.m. – 9:00 a.m. Exhibit Hall Open and Breakfast

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9:10 a.m. – 10:00 a.m. Keynote Address: Selling

No One Can Stop You But You

Speaker

  • Walter Bond, Chief Execution Officer
10:00 a.m. – 10:30 a.m. Networking Break and Book Signing

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10:35 a.m. – 11:20 a.m. Featured Tag-Team Presentation: Selling

Selling Dealers – What Prospects Want to Hear

Speakers

  • Jimmy Atkinson, COO and SVP, AUL Corp.
  • Eric “Frenchy” Melon, President of Sales, IAS
11:20 a.m. – 11:30 a.m. Networking Break

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11:35 a.m. – 12:20 p.m. Featured Presentation: Technology

Integrating the Digital F&I Process

Speaker

  • Glen Tuscan, President, Dealer Commitment Services Inc.
12:20 p.m. – 1:30 p.m. Exhibit Hall Open and Lunch

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1:45 p.m. – 2:30 p.m. Panel Session: Technology

The Great Debate – F&I Products Online

Moderator

  • Brian Reed, President & CEO, F&I Express

Panelists

  • Phil Battista, CEO, Darwin Automotive
  • Brian Green, Vice President Corporate Business Development, Cox Automotive
  • Michelle Denogean, CMO, Roadster
  • Dylan Doran, President, Western Fidelity Insured Services, Inc.
  • Mark Thorpe, Founder & President, The Impact Group
2:30 p.m. – 2:45 p.m. Networking Break

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2:50 p.m. – 3:35 p.m. Featured Presentation: Staffing

How to Recruit, Hire and Train Agents

Speaker

  • John Braganini, Principal, Great Lakes Companies
3:35 p.m. – 4:05 p.m. Networking Break

Sponsored by:

4:10 p.m. – 4:55 p.m. Featured Presentation: Compliance

Compliance of Today

Speaker

  • Gil Van Over, President, gvo3 & Associates and Automotive Compliance Education (ACE)
4:55 p.m. – 5:10 p.m. Networking Break

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5:15 p.m. – 6:00 p.m. Panel Session: Protection Products

Capitalizing on Lease Opportunities

Moderator

  • Joshua Sonnier, Vice President of Product and Compliance, American Financial & Automotive Services, Inc.

Panelists

  • Bradford Blizzard, National Vice President of Sales, RoadVantage
  • Rick Meinke, National Sales Manager, ECP Inc.
  • Rick Roesel, Director of F&I Operations, Brown and Brown Insurance
6:00 p.m. – 7:30 p.m. Exhibit Hall Open and Evening Reception

Sponsored by:

Wednesday, May 24th 2017
8:00 a.m. – 12:15 p.m. Agent Summit Registration Open

Sponsored by:

8:00 a.m. – 9:00 a.m. Breakfast

Sponsored by:

9:10 a.m. – 10:00 a.m. Featured Tag-Team Presentation: Training

Training Enrichments

Speakers

  • Gerry Gould, Director of Training, United Development Systems, Inc.
  • Ron Reahard, President, Reahard & Associates
10:00 a.m. – 10:15 a.m. Networking Break

Sponsored by:

10:20 a.m. – 11:05 a.m. Featured Presentation: Coaching & Development

Securing Business Through Coaching

Speaker

  • Tony Troussov, Director of Training, Automotive Development Group LLC
11:05 a.m. – 11:15 a.m. Networking Break

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11:20 a.m. – 12:05 p.m. Featured Presentation: Agency Trends

M&A in the F&I Industry (Agency Principals Only)

Speaker

  • Gina Cocking, Managing Director, Colonnade Advisors

Sponsored by:

12:05 p.m. – 12:15 p.m. Closing Remarks

Speaker

  • Randy Crisorio, President and CEO, United Development Systems Inc. and Advisory Board Chair
2017 Advisory Board

Randy Crisorio
President & CEO
United Development Systems
and Advisory Board Chair

Tim Blochowiak
Vice President
Protective Asset Protection

Randy Pazik
President
Accelerated Profit Technologies

Kelly Price
President
National Automotive Experts (NAE)/NWAN

Brian Reed
President
F&I Express

Michael Tuno
President
World Class Dealer Services
ARMD Resource Group