2015 Schedule: At-A-Glance

Sunday, May 8th, 2016
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 9th, 2016
8:00 a.m. – 7:00 p.m. Agent Summit Registration Open

Sponsored by:

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

8:30 a.m. – 11:00 a.m. Guest Speaker:

  • V. Andrew Gill, SE Regional Manager, Ozog Automotive Group

Roundtable Facilitators:

  • Randy Crisorio, President and CEO, United Development Systems Inc.
  • John Braganinni, Principal, Great Lakes Companies
  • Joel Kansanback, President, Automotive Development Group
  • Glen Tuscan, President, DEaler Commitment Services Inc.

Breakfast Sponsored by:

Pre-Conference: Reinsurance Symposium
11:00 a.m. – 3:30 p.m.

11:00 a.m. – 12:00 p.m.

Meet & Greet with Reinsurance Sponsors

Sponsored by:

Lunch will be served

12:00 p.m. – 12:10 p.m. Welcome Address

Speaker

  • Tariq Kamal, Managing Editor, Auto Dealer Today
12:10 p.m. – 1:00 p.m. Opening Keynote

The Landscape of Reinsurance

Speaker

  • Jim Smith, Founder & CEO, Southwest Re
1:00 p.m. – 1:15 p.m. Refreshment Break with Reinsurance Sponsors

Sponsored by:

1:15 p.m. – 2:00 p.m. Panel Session

Participation Offerings, Structures and Rewards

Moderator

  • Larry Pomarico, Senior Vice President,  Southwest Dealer Services

Panelists

  • Rob Hehr, Vice President of Risk & Underwriting, GSFSGroup
  • Tim Houseberg, Insurance Commissioner and Economic Development Director, The Tribal Domicile
  • David Kaseff, Partner, MarksNelson LLC
  • Jay Sharpnack, National Sales Manager, CNA National
  • Graye Wolfe, Managing Director, Portfolio
2:00 p.m. – 2:15 p.m.

Refreshment Break with Reinsurance Sponsors

Sponsored by:

2:15 p.m. – 3:00 p.m. Featured Presentation

U.S. Economic and Market Outlook

Speaker

  • Jim Huntzinger, Executive Vice President & CIO, BOK Financial
3:00 p.m. – 3:30 p.m.

Refreshment Break with Reinsurance Sponsors

Sponsored by:

Agent Summit: Conference Begins
3:30 p.m. – 7:00 p.m.

3:30 p.m. – 3:40 p.m. Welcome Address

Speaker

  • Randy Crisorio, President & CEO, United Development Systems Inc.
3:45 p.m. – 4:30 p.m. Featured Presentation: Technology

Next-Level Product Sales

Speaker

  • Mike Burgiss, Vice President & General Manager, MakeMyDeal
4:45 p.m. – 5:30 p.m. Panel Session: Technology

Technology On the Move – New Horizons

Moderator

  • Randy Pazik, President and Owner, Accelerated Profit Technologies

Panelists

  • Thomas Elliott, Executive Vice President, StoneEagle
  • Kumar Kathinokkula, COO, F&I Administration Solutions
  • Tony Luciano, Vice President of Information Technology, Allstate Dealer Services
  • Jim Maxim Jr., President and CEO, MaximTrak
  • Carrie Profazier, Vice President of Information Technology and Division CIO, Protective Asset Protection
5:30 p.m. – 7:00 p.m. Opening Reception in Expo Area

Sponsored by:

Tuesday, May 10th, 2016
8:00 a.m. – 7:00 p.m. Agent Summit Registration Open

Sponsored by:

8:00 a.m. – 9:00 a.m. Breakfast in Expo Area

Sponsored by:

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

How to Master the Art of Execution

Speaker

  • Dave Anderson, President, LearnToLead

Book Signing to Follow

Sponsored by:

10:00 a.m. – 10:30 a.m. Refreshment Break

Sponsored by:

10:30 a.m. – 11:15 a.m. Featured Presentation: Compliance

Solving the CFPB and Fair Credit Risk Problem

Speaker

  • Andrew Koblenz, Executive Vice President of Legal & Regulatory Affairs and General Counsel, NADA
11:15 a.m. – 11:30 a.m.

Break
Sponsored by:
11:30 a.m. – 12:15 a.m. Featured Presentation: Training

Training Points of Impact

Speaker

  • Bob Harkins, Vice President of Training, American Guardian Warranty Services
12:15 p.m. – 1:30 p.m. Lunch in Expo Area

Sponsored by:

1:45 a.m. – 2:30 p.m. Panel Session: Training

Training the Herd!

Moderator

  • Rick Roesel, President, Agency Services Consolidated

Panelists

  • Neil Mathew, FIU Trainer, American Financial and Automotive Services, Inc.
  • Ron Reahard, President, Reahard & Associates
  • Ricky Wolfe, Chief Marketing Officer, Interstate National Dealer Services
2:30 p.m. – 2:45 p.m.

Break
Sponsored by:
2:45 p.m. – 3:30 p.m. Featured Presentation: Coaching & Development

Coaching for Success In Money & Mind

Speaker

  • Eric “Frenchy” Melon, President of Sales, IAS
3:30 p.m. – 4:00 p.m.

Refreshment Break

Sponsored by:

4:00 p.m. – 4:45 p.m. Panel Session: Coaching & Development

Building A Team Theme for Prosperity

Moderator

  • Tom O’Neil, Founder, O’Neil Financial Services Agency

Panelists

  • Jimmy Atkinson, COO, AUL Corp.
  • John Kane, Principal, Empire Dealer Services
  • Lewis Matthews Jr., President, Arkansas F&I
  • John Vecchioni, Director of F&I Development and National Trainer, United Car Care
4:45 p.m. – 5:00 p.m.

Break
Sponsored by:
5:00 p.m. – 5:45 p.m. Panel Session: Profit Opportunities 

Get It All!

Moderator

  • Martin Wildgoose, Owner & Business Development Manager, AIM Inc.

Panelists

  • Bradford Blizzard, National Vice President of Sales, RoadVantage
  • Brett Hutchinson, CFO, PermaPlate
  • Kelly Price, President, National Automotive Experts
  • Ben Wren, Director of Sales, Wise F&I
5:45 p.m. – 7:00 p.m. Reception in Expo Area

Sponsored by:

Wednesday, May 11th, 2016
8:00 a.m. – 12:15 p.m. Agent Summit Registration Open

Sponsored by:

8:00 a.m. – 9:00 a.m.

Breakfast in Conference Area

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

The Trust Edge

Speaker

  • David Horsager, Horsager Leadership
10:00 a.m. – 10:15 a.m.

Break
Sponsored by:
10:15 a.m. – 11:00 a.m. Featured Presentation: Selling to Dealers

Buried Treasure In the Yellow Pages

Speaker

  • Dylan Doran, Owner, Western Fidelity
11:00 a.m. – 11:15 a.m.

Break
Sponsored by:
11:15 a.m. – 12:00 p.m. Panel Session: Selling to Dealers

My Prospect Doesn’t Seem to Get It!

Moderator

  • Bill Kelly, Partner, Automotive Development Group

Panelists

  • Kevin Hausch, Divisional Vice President, Protective Asset Protection
  • Justin Jones, National Vice President, Coffeen Management Co.
  • Rick Messinger, Vice President and Partner, Dealer Associates Inc.
  • Michael Pack, Division Vice President, Resource Agent Group/First Extended
12:00 p.m. – 12:15 p.m.

Closing Remarks

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