2019 Agenda-At-A-Glance

Sunday, May 19th
12:00 P.M. – 5:00 P.M. ACE Review and Certification Exam

ACE Certification Review: 12:00 P.M. – 3:00 P.M.

ACE Certification Exam: 3:00 P.M. – 5:00 P.M.

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: 

Bourbon Tasting

Sponsored by:

Headshot Lounge

Sponsored by:

Shoe Shine and Massage Station

Sponsored by:

Monday, May 20th
8:00 A.M. – 6:30 P.M. Agent Summit Registration Open

Sponsored by: 

Headshot Lounge

Sponsored by:

Shoe Shine and Massage Station

Sponsored by:

Agent Principal Only SESSION
8:00 a.m. – 11:30 a.m.

 8:00 A.M. – 9:00 A.M. Agent Principal Breakfast

Sponsored by:

9:00 A.M. – 9:55 A.M. Agent Principal Tag-Team Presentation

Who Owns What?

Speakers:

  • Matthew Bartle Esq. and David Marcus Esq., Partners, Bartle & Marcus
10:00 A.M. – 10:55 A.M. Agent Principal Featured Presentation

Pace of Consolidation

Speakers:

  • Gina Cocking, Managing Director, Colonnade Securities
11:00 A.M. – 11:30 A.M. Agent Principal Open Forum

Moderators:

  • Adam Barocio, President, Premier F&I Development
  • Randy Crisorio, President and CEO, United Development Systems Inc.
  • Chris Stout, President, AutoSolutions
  • Glen Tuscan, President, Dealer Commitment Services

Agent Summit Conference Begins
11:35 p.m. – 6:30 p.m.

11:35 A.M. – 12:30 P.M. Welcome Lunch

Sponsored by:

12:35 P.M. – 12:45 P.M. Agent Summit Welcome Address 

Speaker:

  • Randy Crisorio, President and CEO, United Development Systems and Advisory Board Chair
12:45 P.M. – 1:35 P.M. Featured Presentation

Digital F&I in the 21st Century

Speaker:

  • Joe St. John, Head of Digital Retail, AutoFi
1:40 P.M. – 2:25 P.M. Tag-Team Presentation

The GAP Crisis

Speakers:

  • Tony Wanderon, President and CEO, National Auto Care
  • Ben Woods, Senior Manager of Finance and Modeling, Allstate Dealer Services
2:25 P.M. – 2:35 P.M. Networking Break

Sponsored by:  

2:35 P.M. – 3:20 P.M. Panel Session

It’s More Than F&I Training

Moderator:

  • Tony Troussov, Principal, Mezen Dealer Services

Panelists:

  • Kevin Graven, President, AutoMethod Corp.
  • Kevin Jacobs, Director of Training, Safe-Guard Products International
  • John Tabar, Director of Training, United Development Systems
  • Ritch Wheeler, VP of Training, American Financial & Automotive Services, Inc.
3:20 P.M. – 3:30 P.M. Networking Break

Sponsored by: 

3:30 P.M. – 4:15 P.M. Panel Session

Service Opportunities

Moderator:

  • Matt Romanowski, Regional Sales Manager, IAS

Panelists:

  • Carmen Donato-Gearing, Aftermarket Sales, Vista BMW of Coconut Creek
  • Rick Messinger, Partner, Dealer Associates
  • Ryan Williams, Executive Vice President, Vero
4:30 P.M. – 6:30 P.M. Opening Reception in the Exhibit Hall

Sponsored by:

Bourbon Tasting

Sponsored by:

Tuesday, May 21st
8:00 A.M. – 6:30 P.M. Agent Summit Registration Open

Sponsored by: 

Headshot Lounge

Sponsored by:

Shoe Shine and Massage Station

Sponsored by:

8:00 A.M. – 9:00 A.M. Breakfast in the Exhibit Hall

Sponsored by:

9:10 A.M. – 10:15 A.M. Keynote Address

UNSTOPPABLE

Speaker:

  • Dave Anderson, President, Learn To Lead
10:15 A.M. – 10:30 A.M. Networking Break and Book Signing 

Sponsored by:

10:35 A.M. – 11:20 A.M. Tag-Team Presentation

What Dealers Want

Speakers:

  • Elle Artison, CEO, Paul Webb Training
  • Paul Webb, Founder, Paul Webb Training
11:20 A.M. – 11:30 A.M. Networking Break
Sponsored by:
11:30 A.M. – 12:15 P.M. Panel Session

Face of Dealer Sales Obstacles

Moderator:

  • Lewis Mathews Jr., Founder and President, Arkansas F&I

Panelists:

  • Doug Dingman, Co-Founder, PRO Consulting
  • James Nelson, President, First Resource
  • Joe Spivak, President, Dealer Profits
12:15 P.M. – 1:30 P.M. Lunch in the Exhibit Hall 

Sponsored by:

1:45 P.M. – 2:30 P.M. Featured Presentation

People Are the Answer

Speaker:

  • Bruce Martin, Founder and President, Broad & Pattison Automotive Search  
2:30 P.M. – 2:40 P.M. Networking Break
Sponsored by:
2:40 P.M. – 3:25 P.M. Featured Presentation

Emerging Challenges to Voluntary Protection Products

Speaker:

  • Paul Metrey, VP of Regulatory Affairs and Chief Regulatory Counsel of Financial Services, Privacy and Tax, National Automobile Dealers Association
3:25 P.M. – 3:35 P.M. Networking Break

Sponsored by: 

3:35 P.M. – 4:15 P.M. Panel Session

Exploding Ancillary Growth 

Moderator:

  • Craig Almon, Co-Founder and Agent Principal and Corporate Trainer, PRO Consulting

Panelists:

  • Rick Meinke, National Sales Manager, ECP Inc.
  • Andy Pavich, National Sales Director, Permaplate
  • Kerri Walker Lewis, VP of Business Development, CalTex
4:30 P.M. – 6:30 P.M. Evening Reception in the Exhibit Hall

Sponsored by:

Bourbon Tasting

Sponsored by:

Wednesday, May 22nd

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

Dealer Participation for the 2020s

Speaker:

Greg Petrowski, Senior Vice President and Secretary and Treasurer, GPW and Associates

10:00 A.M. – 10:20 A.M. Networking Break

Sponsored by: 

10:25 A.M. – 11:10 A.M. Featured Presentation

Legal Update: CFCs and NCFCs

Speaker

  • Andrew J. Weill, Principal, Weill & Mazer APC
11:10 A.M. – 11:30 A.M. Networking Break

Sponsored by: 

11:35 A.M. – 12:20 P.M. Panel Session

All About DOWCs

Moderator:

  • David Kaseff, Insurance Tax Partner, MarksNelson

Panelists:

  • Edvie M. Castro Esq., General Counsel, Dealer Owned Warranty Company
  • Dan Haugen, Chief Executive of Sales, Portfolio
  • Alan Markowitz, Owner, Alan L. Markowitz Attorney at Law
12:20 P.M. – 12:30 P.M. Closing Remarks

Speaker:

  • Randy Crisorio, President and CEO, United Development Systems Inc. and Advisory Board Chair
2019 Advisory Board

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

Adam Barocio 
Premier Warranty

Thomas Hackett
Allstate Dealer Services

David Neuenschwander 
National Automotive Experts

Chris Stout
Auto Solutions

Glen Tuscan
TriPac

Tony Wanderon 
National Auto Care