2018 Schedule-At-A-Glance

Sunday, May 20th, 2018
12:00 p.m. – 5:00 p.m. ACE Review and Certification

*All attendees will receive an autographed copy of Automotive Compliance in a Digital World

Sponsored by:

5:00 p.m. – 6:30 p.m. Agent Summit Registration Open

Sponsored by:

Welcome Reception: Badge Pick Up and Happy Hour

Sponsored by:

Rum Tasting

Sponsored by:

Headshot Lounge

Sponsored by:

Monday, May 21st, 2018
8:00 a.m. – 6:30 p.m. Agent Summit Registration Open

Sponsored by:

Headshot Lounge

Sponsored by:

Shoe Shine

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Agent Principal Only Breakfast & Roundtable
8:00 a.m. – 11:30 a.m.

8:00 a.m. – 9:00 a.m. Agency Principal Breakfast

Sponsored by:

9:00 a.m. – 9:55 a.m. Featured Presentation

Preparing to Exit

Speaker:

  • James M. Duggan Esq., Founding Principal, DUGGAN BERTSCH LLC
10:00 a.m. – 10:55 a.m. Tag-Team Presentation

Key Provisions of Agent Agreements

Speakers:

  • Matthew Bartle Esq. and David Marcus Esq., Partners, Bartle & Marcus LLC
11:00 a.m. – 11:30 a.m. Agency Principal Open Forum

Moderators

  • Randall R. Crisorio, President and CEO, United Development Systems, Inc.
  • Craig Almon, Founding Partner, Pro Consulting, LLC
  • Lyle King, Senior Vice President, NFP
  • Thomas J. O’Neil, Brown & Brown of Ky., Inc. (dba O’Neil Financial Services Agency Inc.)

Lunch
11:35 a.m. – 12:30 p.m.

11:35 a.m. – 12:30 p.m. Welcome Lunch

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Agent Summit: Conference Begins
12:35 p.m. – 6:30 p.m.

12:35 p.m. – 12:45 p.m. Agent Summit Welcome Address 

Speaker:

  • Randy Crisorio, President and CEO, United Development Systems Inc. and Advisory Board Chair
12:45 p.m. – 1:35 p.m. Keynote Address

Automotive F&I 2018: The State of Our Industry

Speaker:

  • Jimmy Atkinson, President and CEO, AUL Corp.
1:40 p.m. – 2:25 p.m. Featured Presentation

The Perfect Dealership/The Perfect Dealer

Speaker:

  • Max Zanan, Founder and CEO, Total Dealer Compliance
2:25 p.m. – 2:35 p.m. Networking Break

Sponsored by:

2:35 p.m. – 3:20 p.m. Panel Session

Compliance Jeopardy

Moderator:

  • Gil Van Over, President, gvo3 & Associates
3:20 p.m. – 3:30 p.m. Networking Break

Sponsored by:

3:30 p.m. – 4:15 p.m. Panel Session

The Surging Ancillary Market

Moderator:

  • Ron Reahard, President, Reahard & Associates Inc.

Panelists: 

  • Scott Hendrix, Sr. VP and Head of National Accounts Channel, IAS
  • Garret Lacour, CEO, RoadVantage
  • David Neuenschwander, President, NAE/NWAN
  • Tony Wanderon, President and CEO, National Auto Care
4:30 p.m. – 6:30 p.m. Opening Reception in the Exhibit Hall

Sponsored by:

Cigar Rolling

Sponsored by:

Rum Tasting

Sponsored by:

Tuesday, May 22nd, 2018
8:00 a.m. – 6:30 p.m. Agent Summit Registration Open

Sponsored by:

Headshot Lounge

Sponsored by:

Shoe Shine

Sponsored by:

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

Sponsored by:

9:10 a.m. – 10:15 a.m. Keynote Address

How To Multiply Your Time

Speaker:

  • Rory Vaden, Founder, Center for the Study of Self Discipline
10:15 a.m. – 10:30 a.m. Networking Break and Book Signing 

Sponsored by:

10:35 a.m. – 11:20 a.m. Featured Presentation

Digital Retailing Technologies

Speaker:

  • Jim Maxim Jr., President, MaximTrak
11:20 a.m. – 11:30 a.m. Networking Break

Sponsored by:

11:30a.m. – 12:15 p.m. Featured Presentation

Training Field Operatives

Speaker:

  • John Tabar, Director of Training, United Development Systems Inc.
12:15 p.m. – 1:30 p.m. Lunch in the Exhibit Hall 

Sponsored by:

1:45 a.m. – 2:30 p.m. Featured Presentation

Make Coaching Great Again 

Speaker:

Ritch Wheeler, Regional Sales Manager and Sr. Director of Training, American Financial & Automotive Services

2:30 p.m. – 2:40 p.m. Networking Break

Sponsored by:

2:40 p.m. – 3:25 p.m. Featured Presentation

Competitive Targets

Speaker:

  • Thomas J. O’Neil, Brown & Brown of Ky., Inc. (dba O’Neil Financial Services Agency Inc.)
3:25 p.m. – 3:35 p.m. Networking Break

Sponsored by:

3:35 p.m. – 4:15 p.m. Featured Presentation

Talent: Finding and Keeping It in the Zero-Unemployment Economy

Speaker:

  • Harlene Doane, Chief Operations Officer, DealerStrong
4:30 p.m. – 6:30 p.m. Evening Reception in the Exhibit Hall

Sponsored by:

Cigar Rolling

Sponsored by:

Rum Tasting

Sponsored by:

Wednesday, May 23rd, 2018

Reinsurance Symposium
8:00 a.m. – 12:30 p.m.

8:00 a.m. – 12:30 p.m. Agent Summit Registration Open

Sponsored by:

8:00 a.m. – 9:00 a.m. Breakfast with Reinsurance Sponsors

Sponsored by:

9:05 a.m. – 10:00 a.m. Welcome Address and Reinsurance Keynote

The Current State of Dealer and Agent Reinsurance Programs

Speaker:

Greg Petrowski, Senior Vice President/Secretary/Treasurer, GPW and Associates, Inc.

10:00 a.m. – 10:20 a.m. Networking Break

Sponsored by:

10:25 a.m. – 11:10 a.m. Featured Reinsurance Presentation

The Vision of the Future for Dealer/Agent Participation Programs

Moderator:

  • Rick Messinger, Partner, Dealer Associates Inc.

Panelists: 

  • Matt Gibson, Vice President – Reinsurance Sales, Protective Asset Protection
  • J. Michael Howse, Senior Vice President Sales & Marketing, Resource Agent Group
  • Todd Sands, Vice President of Sales Administration, CNA National
11:10 a.m. – 11:30 a.m. Networking Break

Sponsored by:

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

Taxation and Reinsurance: 2018 Changes and Analysis of Taxation Within Various Reinsurance Structures

Speakers:

  • Robert Davis, Partner, DHG Dealerships
  • Ryan Hanlon, Managing Director, Portfolio
12:20 p.m. – 12:30 p.m. Closing Remarks

Speaker:

  • Randy Crisorio, President and CEO, United Development Systems Inc. and Advisory Board Chair
2018 Advisory Board

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

Craig Almon 
Founding Partner
Pro Consulting, LLC

Matt Croak 
President
Wise F&I, LLC

Lyle King
Senior Vice President
NFP

Matt Nowicki
Vice President of Retail Software
IAS

Tom O’Neil
Brown & Brown of Ky., Inc.
dba O’Neil Financial Services Agency Inc.

Kurt Orcutt
President
Accelerated Service International 

Gil Van Over
Founder & President
gvo3 & Associates