Test: At-A-Glance

Sunday, March 9th, 2014

5:30 p.m. – 7:30 p.m.

Agent Summit Registration Open

Sponsored by:

5:30 p.m. – 7:30 p.m.

Pre-Registration Badge Pick Up and Happy Hour

Sponsored by:

Monday, March 10th, 2014

8:00 a.m. – 6:30 p.m.

Agent Summit Registration Open

Sponsored by:

Pre-Conference: Participation & Reinsurance Symposium
9:00 a.m. – 1:00 p.m.

9:00 a.m. – 10:00 a.m.

Panel Session

REINSURANCE PROVIDER SHOWCASE

Moderator

  • Bob Harkins, Vice President/Director of Training, AFG Training Academy

Panelists

  • Allstate Dealer Services
  • Gulf State Financial Services
  • Portfolio Group
  • Protective Asset Protection
  • SouthwestRe
  • The Warranty Group – Resource Automotive
  • United States Warranty Corp.

10:00 a.m. – 10:15 a.m.

Refreshment Break

Sponsored by:

10:15 a.m. – 11:00 a.m.

Panel Session

BLUE RIBBON REINSURANCE PANEL

Moderator

  • Bill Kelly, Partner, Automotive Development Group

Panelists

  • Mark Genova, Partner, Reinsurance Associates
  • David Kaseff, C.P.A., J.D., Partner, MarksNelson
  • Alan Markowitz, Esq., Law Office of Alan Markowitz
  • Greg Petrowski, Partner, GPW and Associates

11:00 a.m. – 11:15 a.m.

Refreshment Break

Sponsored by:

11:15 a.m. – 12:00 p.m.

Panel Session

COMPETITIVE TARGETS

Moderator

  • Steve Pearl, President & Managing Principal, The Oak Group

Panelists

  • Bruce Osborne, National Sales Manager, Allstate Dealer Services
  • Randall Rabbitt, National Sales Director/Executive Vice President, United States Warranty Corp
  • Jay Sharpnack, National Sales Manager, CNA National Warranty Corporation

12:00 p.m. – 1:00 p.m.

Lunch With Reinsurance Sponsors

Sponsored by:

Agent Summit: Conference Begins
1:30 p.m. – 6:30 p.m.

1:30 p.m. – 1:40 p.m.

Welcome Address

  • Randy Crisorio, President & CEO, United Development Systems, Inc.

1:40 p.m. – 2:30 p.m.

Keynote Address
UNDERDOG INDEPENDENT AGENTS SURVIVE AND THRIVE IN 2014

Speaker

  • Glen Tuscan, President, Dealer Commitment Services

2:30 p.m. – 2:55 p.m.

Refreshment Break

3:00 p.m. – 3:45 p.m.

Workshop

THE STATE OF COMPLIANCE

Speaker

  • Brian T. Casey, Partner, Locke Lord LLC

4:00 p.m. – 4:45 p.m.

Panel Session

TECHNOLOGY SHOWCASE

Moderator

  • Johnny Garlich, President, Heart Dealer Financial Services

Panelists

  • Brent Allen, COO/President, StoneEagle
  • Brian Reed, President & CEO, F&I Express
  • David Trinder, CEO, F&I Administration Solutions

4:45 p.m. – 6:30 p.m.

Opening Reception in Expo Area

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Tuesday, March 11th, 2014

8:00 a.m. – 6:30 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.

Keynote Address
THE ANATOMY OF A TURNAROUND AND SUSTAINABILITY

Speaker

  • Doug Herberger, President, Allstate Dealer Services

10:00 a.m. – 10:25 a.m.

Refreshment Break in Expo Area

Sponsored by:

10:30 a.m. – 11:15 a.m.

Workshop

GETTING DEALER APPOINTMENTS

Speaker

  • Steve Richard, Co-Founder & Chief Content Officer, Vorsight

11:30 a.m. – 12:15 p.m.

Panel Session

TRAINING FOR GROWTH

Moderator

Panelists

  • Craig Almon, Partner, PRO Consulting LLC
  • Mike Marchione, Corporate Director of Training & Development, Interstate National Dealer Services
  • Tony Troussov, Director of Training, Automotive Development Group
  • Chad White, National Training Director, Mechanical Breakdown Protection Inc.

12:30 p.m. – 2:00 p.m.

Luncheon

Sponsored by:

2:15 p.m. – 3:00 p.m.

Workshop

ENTERPRISE BUILDING THROUGH REINSURANCE

Speaker

  • Steve Burke, CEO, Portfolio

3:15 p.m. – 4:00 p.m.

Workshop

CAPTIVE COERCION – CHALLENGING FACTORY PRESSURE

Speaker

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

4:00 p.m. – 4:25 p.m.

Refreshment Break in Expo Area

Sponsored by:

4:30 p.m. – 5:15 p.m.

Workshop

RECRUITING QUALITY STAFF – BUILDING A BENCH

Speaker

  • Eric Winegardner, Vice President of Client Adoption, Monster Worldwide

5:15 p.m. – 6:30 p.m.

Reception in Expo Area

Sponsored by:

Wednesday, March 12th, 2014

Agent Summit: Agency Principals Only
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 in Expo Area

Sponsored by:

9:15 a.m. – 10:00 a.m.

Panel Session – Principals Only

CHALLENGES & OPPORTUNITIES

Moderator

  • John Braganini, Principal, Great Lakes Companies

Panelists

  • Rob Glander, CEO and President, GWC Warranty
  • Jeff Jagoe, Senior Vice President Sales and Marketing, IAS
  • Rick Meinke, National Sales Manager, ECP
  • Kelly Price, President, National Automotive Experts (NAE)
  • Jeff Teuscher, Vice President of Sales, AAGI

Winner Announced – Luminox Travel Alarm Clock



Click to enlarge.

Sponsored by:

10:15 a.m. – 11:00 a.m.

Workshop – Principals Only

EXIT STRATEGIES – ESTATE PLANNING – TAX MINIMIZATION

Speaker

  • James M. Duggan, M.B.A., J.D., Principal, Duggan Bertsch LLC

Winner Announced – Tissot Sea-Touch Dive Watch



Click to enlarge.

Sponsored by:

11:00 a.m. – 11:25 a.m.

Refreshment Break

11:30 a.m. – 12:15p.m.

Panel Session – Principals Only

MODEL PARTNERSHIPS

Moderator

  • Mike Conley, CEO, Conley Insurance Group

Panelists

  • Rick Kurtz, Senior Vice President, Protective Asset Protection
  • Mike Rosenberg, President, Rosenberg & Associates

12:15 p.m. – 12:30p.m.

Grand Prize Winner Announced – Rolex Datejust II



Click to enlarge.

Sponsored by:

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