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DEALERSEDGE Welcome to DealersEdge
Advanced Management Education for Top-Tier Auto Dealership Managers
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  1. DEx- Advanced Analysis & Planning Tools for Automotive Parts Managers

    DEx- Advanced Analysis & Planning Tools for Automotive Parts Managers

    Regular Price: $1,497.00

    Special Discount Price: $997.00

    Live 3-Day Workshop
    Advanced Analysis & Planning Tools for Automotive Parts Managers

    Dates: April 17, 18, 19, 2018
    (Half Day on the 19th)
    Location: Marriott Courtyard, Phoenix Camelback, 2101 East Camelback Road, 85016

    $997 per Registrant (Price Increases to $1,497 on April 1st)
    (includes: course, lunch on day 1 and 2, Guide & Workbook, post seminar email access to Instructor)
    (not included: all other travel, transportation, lodging, meals and personal expenses)

    Learning Objectives:

    Inventory Control Analysis & Planning Tools - Discover and learn the best practices to improve inventory control and profitability in your parts profit center

    Ideal Pricing Formulas for Your Organization - An expository deep dive into gross profit generation, impact of Menu/Grid pricing, effectiveness of escalators (Matrix) and how to determine which is best for your organization

    The Right Pay Plans to Motivate Increased Gross Profit Without Increasing Idle Inventory - Should Service Managers and Service Advisors participate in parts related gross profit? How can or should you adjust Parts Advisors’ pay plans to meet parts profit center goals.

    Why Attend?

    If you are interested in a rigorous, graduate-level focus on Inventory, Pricing and Motivation Management… then you will want to be at Phoenix/Camelback - Apr 17-19.

    If you are looking for the high-level tools that will enable you to raise your game and the results of your Parts Department to the next level… Then this Advanced Parts Management Course is designed exactly for you!

    Who Should Attend?

    If you are a Parts Manager, and/or Fixed Operations Manager, already very good at your profession, but still seeking improvement. We encourage you to register. Chuck Hartle’ in two and a half days will guide you to new levels of excellence and achievement.

    This course is not designed for light weights. Come prepared to do a lot of heavy-duty number crunching from your own financial and inventory data.

    Bring With You & Prepare to Explore Your

    Parts Inventory Pad – to be sent to Chuck ahead of attending
    Parts Department Financial Statement showing Sales, Cost of Sales and Gross Profit
    DMS System Setup Reports
    Sources/Stocking Groups
    Price Codes
    Escalator Matrix Tables
    Phase In/ Phase Out Criteria Learn More
  2. Brooke Samples: Understanding the Automotive Financial Statement for GMs and Dealership Department Managers

    Brooke Samples: Understanding the Automotive Financial Statement for GMs and Dealership Department Managers

    $0.00

    Workshop Info:
    Air Date: Thursday, February 22 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Brooke Samples of Profit Blueprints LLC
    Program Length: 60 Minutes
    SKU: DMB4

    Popular Skill Workshop Returns with Revisions & Additions in Response to Attendee Questions & Concerns

    Reading, understanding and analyzing patterns in your financial statements is the key skill of top performing dealership management. If you are just looking at a couple of ratios or target numbers, you are missing a lot… a lot of opportunity!

    Brooke will show you:

    What happens when you sell something… follow the transaction through the Financial Statement. What happens? Why?
    What happens when you buy something… how does that evidence itself in the Financial Statement & why it is important.
    Best practices for comparing the Financial Statement to your departmental reports and DOC… why they are different… when you should and should not worry.
    How to keep the Financial Statement accurate with daily self-audits… nothing worse than managing with corrupt data.
    How to read the Balance Sheet Accounts & how this knowledge can impact your performance.
    When and Why to compare your Statement to Benchmarks & Targets Learn More
  3. Terri Harris: What Auto Dealers Need to Know about IRS Form 8300

    Terri Harris: What Auto Dealers Need to Know about IRS Form 8300

    $59.00

    MEMBERS ONLY LIVE ONLINE WORKSHOP AND RECORDING

    This order includes a one year DealersEdge VIP Season Ticket Membership.
    For Details and Options Please visit:

    https://vip.dealersedge.com/

    Workshop Info:
    Thursday, February 15 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Terri Harris from Dixon Hughes Goodman
    Program Length: 60 Minutes
    SKU: DMB3

    As with everything involving U.S. tax law… The Devil is in the Details

    For 15 years Terri Harris led the IRS’ Motor Vehicle Industry Program as the Industry Specialist. She was seen as the IRS’ authority on auto dealership tax issues.

    Dealing with and complying with regulations centered on Form 8300, may seem like an old subject, but seldom is full compliance a simple thing. Terri joins us with a frank discussion of For 8300 and the absolute requirements that dealerships need to be aware and reminded of.

    You will learn:

    The definition of “cash” and what transactions must be reported
    If the customer must be notified that a Form 8300 was filed
    How to respond if the customer refuses to provide proper identification
    What records must you maintain and for how long
    How to insure your dealership’s compliance
    How to find additional information and guidance Learn More
  4. Charlie Feuss J.D: Preventing Sexual Harassment in the Dealership

    Charlie Feuss J.D: Preventing Sexual Harassment in the Dealership

    $597.00

    MEMBERS ONLY LIVE ONLINE WORKSHOP AND RECORDING

    This order includes a one year DealersEdge VIP Season Ticket Membership.
    For Details and Options Please visit:

    https://vip.dealersedge.com/

    Workshop Info:
    Thursday, January 25 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Charlie Feuss J.D.
    Program Length: 60 Minutes
    SKU: DMA4

    We can credit raunchy business leaders, entertainers and politicians for creating the “#MeToo” movement. Question: Is there a pattern of similar abuse within your business?

    Many habitual abusers have relied on intimidation and career control to hide their bad acts. But today, with the mighty and famous falling on a regular basis, fear of the abused has all but disappeared.

    Most will judge this to be a good development… prompting a new awareness and respect for each other. But this new awakening also brings with it a need for all businesses, and especially car dealers, to reevaluate company policies and practices. How to prevent becoming a “#metoo” target.

    Charlie will focus on:
    A complete understanding of what Sexual Harassment is and is not
    A review of the legal standards and principles that apply
    How to deal with allegations in your place of business
    What types of prevention and training are recommended
    Recommended changes in company policies and hiring practices
    How to help create a positive, harassment-free culture Learn More
  5. Jon Eyre & Matt Boyce: How to Manage Auto Dealership Online Reviews

    Jon Eyre & Matt Boyce: How to Manage Auto Dealership Online Reviews

    $597.00

    MEMBERS ONLY LIVE ONLINE WORKSHOP AND RECORDING

    This order includes a one year DealersEdge VIP Season Ticket Membership.
    For Details and Options Please visit:

    https://vip.dealersedge.com/

    Workshop Info:
    Thursday, January 11 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Jon Eyre & Matt Boyce of Podium
    Program Length: 60 Minutes
    SKU: DMA2

    Positive Online Reviews not only drive car-buying traffic, but enhance your profile on sites like Google, Cars.com, DealerRater and Edmunds

    Just about everyone refers to and relies on “Online Reviews” to make shopping and buying decisions. It is a potent force that can either drive traffic to your dealership, or… unfortunately… away from your dealership.

    Join of for this frank discussion on how online reviews can help you turn online searches into car shopping traffic. If you don’t, the competition will.

    You will discover:

    Why and how Online Reviews have become an important factor in attracting the car-shopping public
    The mechanism and process used by consumers relative to Online Reviews
    How car buying purchase decisions are impacted by Online Reviews
    Tips for building your profile on the Online Review Sites that matter most
    Learn More
  6. Joseph Magyar CPA & Natalie Frenier CPA: U.S. Tax Reform - What’s In There for Auto Dealers?

    Joseph Magyar CPA & Natalie Frenier CPA: U.S. Tax Reform - What’s In There for Auto Dealers?

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday, January 4 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Joseph Magyar CPA & Natalie Frenier CPA from Crowe Horwath
    Program Length: 60 Minutes
    SKU: DMA1

    Dealership Tax Experts Dissect the Trump Administration’s Tax Reforms… focus on Tax Implications for Auto Dealerships & Dealers

    If all proceeds as is now expected, U.S. auto dealerships will have a new set of tax reforms to consider by New Year’s Day. You will have to measure the impact on you personally and as a business.

    You may have to adjust investments and business structures to take full advantage. Get the facts before you act. In in-depth look at Tax Reform 2018.

    Learn how these considerations impact auto dealers and dealerships:

    Key provisions of the Tax Reform Act of 2017/18 – Which are most important to you?
    Uncertainty of Interpretation – the devil is in the details – Potential impact on auto dealers?
    Tax Planning Ideas that auto dealers should consider now to take full advantage! Learn More
  7. hello

    Rob Campbell & Nicole DeRosa: Everything Auto Dealers Need to Know about IRS Form 1099

    $597.00

    MEMBERS ONLY ONLINE WORKSHOP RECORDING

    This order includes a one year DealersEdge VIP Season Ticket Membership.
    For Details and Options Please visit:

    https://vip.dealersedge.com/

    Workshop Info:
    Tuesday, December 19 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Rob Campbell & Nicole DeRosa, CPA MAcc Tax Manager at WithumSmith+Brown PC
    Program Length: 60 Minutes
    SKU: DLL3

    Experts provide a detailed report on common misconceptions and processing errors related to W-9 and IRS Form 1099. Get the complete review at this workshop.

    Learning Objectives:
    Overview of W-9 and Form 1099-MISC, includes a walk-through of the form itself
    How to identify reportable payments and payees… know when a 1099 is required
    The IRS TIN (Taxpayer ID Number) Matching Program
    How to avoid related penalties and problems with the IRS
    When to furnish and file information… such as the “de minimus error” rule
    Common 1099 errors & how to both avoid and correct
    Best Practices for the preparation of Forms 1099… including the process in your DMS Learn More
  8. Joni Stuker: Building a BDC to Boost Service & Parts Profits

    Joni Stuker: Building a BDC to Boost Service & Parts Profits

    $597.00

    MEMBERS ONLY ONLINE WORKSHOP AND RECORDING

    This order includes a one year DealersEdge VIP Season Ticket Membership.
    For Details and Options Please visit:

    https://vip.dealersedge.com/

    Workshop Info:
    Thursday, December 14 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Joni Stuker
    Program Length: 60 Minutes
    SKU: DLL2

    A detailed discussion of how to apply this tested & proven business-building process to help fuel service and parts growth!

    BDCs are nothing new, but to date have almost always been focused on the sales departments...helping to put more qualified vehicle sales prospects into the showroom.

    But with new car sales apparently topping out after a long and profitable run, we will learn yet again why the fixed operations side of the business can be, and often is, the backbone of the business and profits.

    Visit with BDC expert Joni Stuker as we examine the deployment of BDC marketing tactics to service and parts.

    You will learn:
    How to Maximize Every Inbound Opportunity!
    Powerful Outbound Steps to Past Customer Base
    Key steps to Networking your Business "circle of influence"!
    Effective Compensation Packages and Incentives
    How to Secure - Train & Compensate BDC Fixed Op's Reps
    7 Specific Steps to Get you Started! Learn More
  9. Stefan Drechsel: What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

    Stefan Drechsel: What’s New in Auto Sales Automation - What Works? - What is Worth the Cost?

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday December 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Stefan Drechsel of The Gillrie Institute
    Program Length: 60 Minutes
    SKU: DLL1

    A Technology Review focused on New Sales, Used Sales and F&I

    Keeping track of new systems that may or may not help your front end sales and finance businesses is difficult. The only constant in this realm is “CHANGE.” Visit with Stefan Drechsel as he updates you on what is available, what you should consider and what you should avoid.

    Thursday, December 7 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Stefan Drechsel of The Gillrie Institute

    Stefan Explores:

    New CRM Features: Artificial Intelligence, Video, Mobility, Sales Tracking
    Data Mining to help you create Predictive Sales
    Technology to boost Accessory Sales
    New Prescriptive F&I applications
    Overview of Digital Deal Jackets
    Learn More
  10. Don Hannahs and Chris Dionot: Succession/Exit Part 2:  Maintaining Income & Control While Engaging in a Gifting Strategy

    Don Hannahs and Chris Dionot: Succession/Exit Part 2: Maintaining Income & Control While Engaging in a Gifting Strategy

    $198.00

    Sent To Your Door - Free Shipping U.S. & Canada!
    Hard Copy - DVD Video
    Hard Copy - CD Soundtrack
    Hard Copy - Executive Summary Written Report

    Available Immediately In Your Online Library:
    Streaming Video
    Mp4 Video File
    Mp3 Audio File
    Podcast
    Executive Summary PDF

    Did you know DealersEdge VIP Season Ticket Subscribers Have Access to this Recorded Workshop AND the Entire DealersEdge Catalog?

    Visit https://VIP.DealersEdge.com/ for more information.

    Workshop Info:
    Air Date: Thursday November 30 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Don Hannahs, CFP® & Chris Dionot, J.D. (Licensed not practicing) of Planning Solutions Group, LLC
    Program Length: 60 Minutes
    SKU: DLK5

    Pros and Cons of Gifting to the Next Generation While You Live or After Your Passing

    Gifting can be a successful strategy for succession and/or exit for aging auto dealers. You have two basic strategies… Gifting during your lifetime… or Gifting at death (aka / Bequeathing)

    Learn the specifics and details in this workshop… especially how to maintain control over the business and your income while engaged in gifting to the next generation.

    Explore the details:

    How to maintain “Control and Income” if engaged in a gifting program
    Taxes – Current and Proposed… Cap Gains, Estate, Gift, Generation Skipping Tax (GST)
    Estate Planning Techniques that address the very different needs of active and inactive family members
    Why most auto dealers need 3 Trusts… and how they work
    How to plan for your own financial security and importance of an accurate business valuation

    Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. Learn More

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