2019 Schedule-At-A-Glance

Sunday, May 19th, 2019
12:00 p.m. – 5:00 p.m. ACE Review and Certification

Sponsored by:

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

Sponsored by:

Bourbon Tasting

Sponsored by:

Headshot Lounge

Sponsored by:

Monday, May 20th, 2019
8:00 a.m. – 6:30 p.m. Agent Summit Registration Open

Sponsored by:

Headshot Lounge

Sponsored by:

Massage Station

Sponsored by:

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. Tag-Team Presentation

WHO OWNS WHAT?

Speakers:

  • Matthew Bartle Esq. and David Marcus Esq., Partners, Bartle & Marcus LLC
10:00 a.m. – 10:55 a.m. Featured Presentation

PACE OF CONSOLIDATION

Speakers:

  • Gina Cocking, Managing Director, Colonnade Securities LLC
11:00 a.m. – 11:30 a.m. Agency Principal Open Forum

Lunch
11:35 a.m. – 12:30 p.m.

11:35 a.m. – 12:30 p.m. Welcome Lunch

Sponsored by:

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. Featured Presentation

DIGITAL F&I IN THE 21st CENTURY

Speaker:

  • Joe St. John, Head of Dealer Success, 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, Actuarial Senior Consultant, Allstate Dealer Services
2:25 p.m. – 2:35 p.m. Networking Break
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, Owner, AutoMethod Corp.
  • Kevin Jacobs, Director of Training, Safe-Guard Products International
  • John Tabar, Director of Training, United Development Systems, Inc.
  • Ritch Wheeler, Regional Sales Manager and Sr. Director of Training, American Financial & Automotive Services, Inc.
3:20 p.m. – 3:30 p.m. Networking Break
3:30 p.m. – 4:15 p.m. Panel Session

SERVICE OPPORTUNITIES

4:30 p.m. – 6:30 p.m. Opening Reception in the Exhibit Hall

Sponsored by:

Bourbon Tasting

Sponsored by:

Tuesday, May 21st, 2019
8:00 a.m. – 6:30 p.m. Agent Summit Registration Open

Sponsored by:

Headshot Lounge

Sponsored by:

Massage Station

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

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
11:30a.m. – 12:15 p.m. Panel Session

FACE OF DEALER SALES OBSTACLES

Moderator:

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

Speaker:

  • Bruce Martin, President, Broad & Pattison Automotive Search, Inc.  
2:30 p.m. – 2:40 p.m. Networking Break
2:40 p.m. – 3:25 p.m. Featured Presentation

VOLUNTARY PROTECTION PRODUCTS

Speaker:

  • Paul Metrey, Vice President of Regulatory Affairs & Chief Regulatory Counsel of Financial Services, Privacy and Tax, NADA
3:25 p.m. – 3:35 p.m. Networking Break
3:35 p.m. – 4:15 p.m. Panel Session

EXPLODING ANCILLARY GROWTH 

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, 2019

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. Reinsurance Keynote

DEALER PARTICIPATION FOR THE 2020s

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 Presentation

LEGAL UPDATE: CFCs AND NCFCs

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

Panelists:

  • Dan Haugen, Chief Executive of Sales, 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
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