Test: Full Schedule

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

$ Learn first-hand how industry-leading providers draw dealers into their programs through Reinsurance. Seven companies will brief you on their offerings, including Allstate Dealer Services, GSFS Group, Portfolio, Protective Asset Protection, SouthwestRe, United States Warranty Corp. and The Warranty Group.

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

$This segment is all about structuring and managing reinsurance facilities, and the state of the reinsurance business. None of the panelists represent a particular provider, but will offer good counsel on the path to personal wealth-building for you, the Agent, and your dealers.

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

$Three provider National Sales Managers will offer important tips to help you replace the competitive programs of your most common opponents. This is a don’t-miss, big-time session that screams, “Go Get ‘Em.” Personnel, Products, Training and Participation Programs will be the focal point that will give you the competitive edge by attacking the weak spots in competitive programs.

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.

Panel Session

TECHNOLOGY SHOWCASE

$ There has never been a stronger lineup to address the rapidly-changing technology employed in our industry. “E” Everything! E Rating ● E Contracting ● E Selling Systems ● E Submission ● E Billing. Learn what is new and just over the horizon, and what brings it all together for you and your dealers.

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

4:00 p.m. – 4:45 p.m.

Workshop

CAPTIVE COERCION – CHALLENGING FACTORY PRESSURE

$ Have the factory or lenders tied their VSC or GAP to your dealer’s loan approvals, vehicle allocation or advertising co-op and impacted your business? Of course, and it is a growing crisis, but is it legal? This session is all about learning to defend your business interests.

Speaker

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

4:45 p.m. – 6:30 p.m.

Opening Reception in Expo Area

Sponsored by:

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

$ Getting in front of the dealer is the most challenging part of the sales cycle. This speaker is the founder of the one of the 5,000 fastest-growing companies in America, and was named one of the top 25 Most Influential People in Inside Sales. Live calls will be made for all to hear, so have a few prospects in mind and strap yourself in for an awesome experience that prints money.

Speaker

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

11:30 a.m. – 12:15 p.m.

Panel Session

TRAINING FOR GROWTH

$ This assembly of national trainers will address three things: Training Targets, Training Frequency, and Training Mediums. Hear about training for F&I staff, salespeople, sales management, desk managers and service advisors, and their impact on our business. Frequency is an age-old question, but there is now a lot of variety in the means of delivering quality training. Come hear the experts and learn what is working and what is not.

Moderator

  • Lyle King, Partner, Auto Group Services

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

$ This workshop is MONEY! Learn the importance of reinsurance in Agent enterprise building. Hear about tools that enhance profit management and structuring to minimize taxation. This workshop will be led by an industry veteran, well recognized as a profit builder with many years of success in our field.

Speaker

  • Steve Burke, CEO, Portfolio

3:15 p.m. – 4:00 p.m.

Workshop

THE STATE OF COMPLIANCE

$ We all recognize the burden of today’s regulatory environment, but four letters – “C.F.P.B” – seem to be leading us into the unknown. This workshop will expose us to the latest available information flowing from Washington to the media outlets, plus an insider’s view of their activity.

Speaker

  • Brian T. Casey, Partner, Locke Lord LLC

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

$ Building a bench, we can all agree, is huge. The right people in the right place can maximize results, whether they are representatives of your company or retail management. Find out where those prospects are and how you get them, from an industry expert. A MONSTER experience.

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

$ Leasing is surging. Lease products abound but are you getting your share? Are you capturing the escalating rewards from the sale of blended products? Have you moved on the pre-owned dealer opportunities in your market? There may be some yes’s and maybe some no’s but without a doubt there is money to be made. This topic’s five-piece panel will take you to the gold.

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

$ The title tells the story and this subject matter expert will deliver exclusively to Agent Principals on day three of the Summit. Agent entrepreneurs make up the perfect audience for information conveyed in this workshop, sometimes referred to as “Taming the Beast.” Have your questions ready for an interactive session.

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

$ Expectations can be helpful or they can be harmful, but every relationship bears some expectations. Our business life is no different so two providers and two General Agents will square off to elaborate on what they desire as the best partner model that will maximize effectiveness for all involved. You will hear both sides here for the first time.

Moderator

  • Mike Conley, CEO, Conley Insurance Group

Panelists

  • Rick Kurtz, Senior Vice President, Protective Asset Protection
  • Jim Maxim, Sr., Chairman, Maxim Automotive
  • Mike Rosenberg, President, Rosenberg & Associates
  • Tony Wanderon, CEO, NAC and FFDS

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