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DEALERSEDGE Welcome to DealersEdge
Advanced Management Education for Top-Tier Auto Dealership Managers
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  1. SPECIAL! Automotive Controller’s Playbook 2018

    SPECIAL! Automotive Controller’s Playbook 2018

    Regular Price: $349.00

    Special Discount Price: $299.00

    SPECIAL- Release Date August 20, 2018
    Delivered in PDF and Hard Copy Format
    SKU BMTG

    The 2018 Edition for Dealership Controllers & CFOs.

    Essays from Workshops Presented by Retail Automotive Financial and Management Experts. Focusing on Vital Concepts Every Dealership Controller and CFO Need to Master.

    Essays Included in this 215+ page collection:

    Chapter 1 Controllers Making a Big Difference
    Fighting Lower Gross Margins & Rising Expenses
    Accounting Office Consolidation for Multi-Location Auto Groups
    Controller WOW Factor – 5 Quick Changes for Storewide Improvements
    How, Why & When of Captive Insurance Companies for Auto Dealers
    Ideal Pay Plans for General Managers
    How to Apply for Retail on Factory Warranty Claims
    Re-Thinking the Parts Pricing Matrix

    Chapter 2 Controllers Planning for the Future
    Mega-Trends in Auto Retailing Today
    Rewarding Key Managers – Compensation/Profit Participation/Equity
    Due Diligence Essentials for Buyers and Sellers
    Successful Succession Planning for Today’s Auto Dealers
    Succession Part 2: Maintaining Income & Control in Generational Transitions

    Chapter 3 Controllers and U.S. Gov’t Regulation and Taxation
    How to Reduce Exposure to Gov’t Agencies and Enforcers
    Everything Auto Dealers Need to Know About IRS Form 1099
    Everything Auto Dealers Need to Know About IRS Form 8300
    U.S. Tax Reform 2018 – What’s In There for Auto Dealers

    Chapter 4 Controllers Employing Financial Reporting & Planning Tools
    Automotive Financial Statement Analysis for Managers
    Forecasting – Why Fresh Ideas and New Perspectives are Required
    How to Forecast & Budget for an Uncertain Car Market
    How to Manage Your Balance Sheet & Turn Paper Profits into Cash
    How to Get Better Information from Your DMS
    Dealership Staffing Metrics Learn More
  2. PRE-ORDER SPECIAL! Financial Analysis & Planning for Fixed Operations Success

    PRE-ORDER SPECIAL! Financial Analysis & Planning for Fixed Operations Success

    Regular Price: $298.00

    Special Discount Price: $248.00

    PRE-ORDER SPECIAL- Release Date August 20, 2018
    Delivered in PDF and Hard Copy Format
    SKU BMFG

    The 2018 Edition for Fixed Ops Professionals.
    Essays from Workshops Presented by Dealership Fixed Operations and Management Experts Focusing on Financial Measurement, Analysis and the Management Strategies and Techniques that Result.
    Benefits:

    1. Zero in on Opportunities for Fixed Operations Growth and Profit Improvement
    2. Focus on the tactics used by other successful Fixed Operations Managers to grow and improve efficiencies.
    3. Explore New Ideas for Fixed Operations Drawn from the Content of Recent DealersEdge

    Workshops as presented by Auto Industry Experts!

    Become a Fixed Operations Number Cruncher.

    Essays Included in this 145+ Page Collection:

    Business Math & Financial Analysis for Service Managers
    Effective Labor Rate Management & Control
    New Scientific Look at Fixed Ops Pay Plans
    Seven Essential Service Management Key Indicators
    Service Menu Design…Using Profit Structuring Techniques
    How to Apply for Retail Rates for Factory Warranty Claims
    Automotive Financial Statement Analysis for Managers
    Dealership Staffing Metrics – How to be Right-Sized
    Forecasting – Fresh Ideas & New Perspectives
    The Servicing Pricing Challenge
    The Price vs Value Debate in Service
    Re-Thinking the Parts Pricing Matrix
    How to Balance the Parts Department Checkbook
    How to Avoid Physical Parts Inventory Horror Stories Learn More
  3. Brian Brueggeman Accounting Best Practices: Mastering the One-Day End-of-Month Closing

    Brian Brueggeman Accounting Best Practices: Mastering the One-Day End-of-Month Closing

    $59.00

    MEMBERS ONLY LIVE WORKSHOP

    Featuring: Brian Brueggeman, CPA at Crowe
    Air Date: Thursday October 18 2018
    1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
    Program Length: 60 minutes
    SKU DMJ3

    It’s No Secret or Surprise! Fast, Accurate Monthly Financial Statements have multiple benefits…

    Is it really possible to complete your dealership’s month-end close in one day – without burning out your accounting staff and driving everyone crazy? Yes, you can do it and gain a lot in the process.

    A fast and accurate monthly close can help you manage your business better and focus quickly on troublesome issues. Streamlining the process will give you more informed decision-making, and the ability to make decisions or turn on a dime.

    What’s on Tap in this Online Workshop:
    Technology tools that can help you streamline the EOM Closing Process
    How to engage all departments to help you achieve the goal
    How to get vendors on board and cooperative toward a quick close
    A clear, step-by-step Process for the One Day Closing Learn More
  4. How Healthy is Your Service Department? Let’s Perform a Check Up

    How Healthy is Your Service Department? Let’s Perform a Check Up

    $59.00

    Members Only Workshop

    Featuring: Ed Kovalchick of Net Profit, Inc
    Air Date: Thursday October 25 2018 at 1pm Eastern - 12pm Central - 11am Mountain - 10am Pacific
    Program Length: 60 minutes
    SKU: DMJ4

    Annual check ups are a means of auditing your health and wellbeing. Same goes for all dealership departments. Ed Kovalchick offers some guidelines to establish just how well your Service Department is performing.

    Consistency in your service processes is the primary key to maintaining high levels of performance that will benefit customers, employees and profitability.

    You will discover:

    How to establish and maintain “Consistent Processes” through documented instructions.
    How to audit these “Consistent Processes” to insure compliance and efficiencies
    How to make these “Consistent Processes” part of your organizational culture
    Borrowing from the success of others: How major hotel chains develop and maintain consistently high levels of compliance and performance in all locations Learn More
  5. 7 Point Checklist for CRM Choice & Due Diligence

    7 Point Checklist for CRM Choice & Due Diligence

    $0.00

    FREE LIVE ONLINE WORKSHOP

    Featuring: Stefan Drechsel of The Gillrie Institute
    Air Date: Thursday November 8 2018
    1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
    Program Length: 60 minutes
    SKU DMK2

    Fresh from a Gillrie Survey on CRM dealership satisfaction, Stefan Drechsel offers a list of considerations for your dealership organization

    Customer Relationship Management systems have become a “must have” tool to properly inform your marketing and sales teams through the many channels customers now employ before making a buying decision at your dealership.

    Stefan Drechsel has the facts and he will share them with you via this workshop.

    You will Learn:

    What CRM vendors are competing for your business
    Dealership satisfaction ratings for CMR vendors and their systems
    Important factors in your CRM selection
    How to evaluate and analyze CRM proposals
    CRM functionality sought by auto dealers
    Looking forward 5 years in CRM system development Learn More
  6. End-of-Year Closing of the Books - Process and Checklist

    End-of-Year Closing of the Books - Process and Checklist

    $59.00

    End-of-Year Closing of the Books - Process and Checklist

    MEMBERS ONLY LIVE WORKSHOP
    Visit https://viptrial.dealersedge.com/ For More Information

    Featuring: Christine Andrews & Rob Campbell from WithumSmith+Brown, PC
    Air Date: Thursday November 29
    1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
    Program Length: 60 minutes
    SKU DMK5

    A solid, step-by-step process and checklist for getting all your accounting ducks in a row to close out the year. Get it done with organization and speed.

    Producing a solid and reliable End-of-Year financial closing statement is the first step toward an even better year ahead. But there is no doubt, the dealership accounting staff will be tested with many items and accounts that need to be checked, summarized and sometimes reconciled.

    This workshop will guide you through process and provide a concise and complete checklist of what needs to be included.

    Learn what needs to be examined and why:

    Prepaid Accounts, Payroll Reconciliation, Sick and Vacation Accruals, LIFO
    Floorplan, Bank Reconciliation, Finance Reserves, Fixed Assets
    Accounts Receivable & Payable, DMS Changes, Sales & Use Tax
    IRS 8300, Parts Reconciliation, WIP, Trend Analysis, UC Write Downs
    Payroll Accruals, Checks Owners, Officers & Partners, Asset & Liability Accts
    Reviewing 5 top expenses
    New and UC Physical Inventory
    1099s, Intercompany Reconciliations, Demos
    FTC Safeguarding and Red Flags
    Get a firm handle on all of it!
    Learn More
  7. Charles Feuss: Fearless Firing…Effective, Confident, Humane

    Charles Feuss: Fearless Firing…Effective, Confident, Humane

    $59.00

    Become a VIP Member and Receive Access to This Recording - Reserved for Members Only

    Featuring: Charles Feuss J.D. Kilpatrick Townsend & Stockton LLP
    Program Length: 60 Minutes
    SKU EMJ1

    Hiring and firing are normal and unavoidable aspects of business… Every manager needs to be educated about how to terminate an employee while minimizing risk!

    Firing someone has always had it legal dangers. Savvy, educated managers have known from the start that not "following the rules" could end up being very expensive… in both time and money.

    The Internet and speed and ubiquity of information… including personal information… makes this an even more dangerous minefield. Visit with Employment Attorney Charles Feuss as he discusses these issues with auto dealerships directly in focus.

    Key Presentation Takeaways:

    Discover the Myth and the Reality of "Employment at Will"
    Review the most common legal challenges to termination
    Beware of the dangers of Social Media… Facebook, Twitter, InstaGram, etc.
    Receive a 10 Step Action Plan to Terminate an Unwanted Employee Learn More
  8. Joe Magyar How F&I Reinsurance Provides Value after Tax Reform

    Joe Magyar How F&I Reinsurance Provides Value after Tax Reform

    $59.00

    MEMBERS ONLY LIVE WORKSHOP AND RECORDING ACCESS

    Featuring: Joe Magyar, Tax Partner at Crowe LLP
    Air Date: Thursday September 27 2018
    1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
    Program Length: 60 minutes
    SKU DMI4

    What are the impacts of recent changes in the law?...&… Is a Captive Insurance Company right for you?

    Captive Insurance Companies have been a tax and cash flow strategy for many dealer groups in the past. But major changes in the law as a result of the Tax Cuts and Jobs Act of 2017 may be changing the game for the dealership group community.

    What you need to know about F&I Captive Insurance Companies from Joe Magyar, CPA and Tax Partner at Crowe LLP.

    Workshop Take-Aways:

    Discover the value of F&I profit participation programs
    Understand the structures available to maximize F&I profitability
    Demystify "Tax Reform" and learn how it affects F&I programs
    Be aware of the risks inherent in different F&I reinsurance
    Learn More
  9. Erik Nachbahr Keeping Pace with New Technologies for the Auto Dealership

    Erik Nachbahr Keeping Pace with New Technologies for the Auto Dealership

    $59.00

    Become a VIP Member and Receive Access to This Recording - Reserved for Members Only

    Workshop Info:

    Presenter: Erik Nachbahr at Helion Automotive Technologies
    Air Date: Thursday September 13 2018 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Program Length: 60 minutes
    SKU: DMI2

    Technology advances and changes faster and faster… Auto Tech Expert sorts is out for you… Find out what you really NEED to know…

    For most retail automotive professionals, and unless technology is one of your outside interests, it is very hard to keep up with all the changes that come your way.

    The newest and greatest new gadget may, or may not, be worth your attention or concern. Worse yet it may, or may not, be worth your investment.

    Visit with automotive technology expert Erik Nachbahr as he cuts through the fog and lets you know what you should consider and what you should ignore at least for now.
    Learn More
  10. Ray Branch: A Scientifically Proven & New Look at Fixed Ops Pay Plans

    Ray Branch: A Scientifically Proven & New Look at Fixed Ops Pay Plans

    $59.00

    Become a VIP Member and Receive Access to This Workshop - Reserved for Members Only
    Presenter: Ray Branch of The KEEPs Corporation
    Air Date: Thursday August 23 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Program Length: 90 minutes
    SKU: EMH4

    Traditional Fixed Ops Pay Plans reward average performance… and if fact promote mediocrity. Better to use Key Performance Indicators to change behavior (process) to produce the gross profit goals desired.

    KEEPS' data and research show that traditional service department pay plans are not driving the correct human behavior…the behavior or process needed to achieve the desired gross profit targets.

    Visit with Ray Branch as he describes a scientifically proven way to motivate your service staff to new levels of performance. Learn the principles behind behavior/process management focused pay plans. These principles will convince you to junk the old traditional methods of rewarding strictly on a financial performance model. There is a better way…

    You will learn:

    Why Better…Exact differences between traditional pay plans and a behavior/process based approach
    How…Critical tips for designing a behavior/process focused pay plan system
    Implementation…The key elements of process improvement needed to move to this pay plan system
    Best Practices…Data-driven and supported best practices for achieving the highest gross and net profit results
    Proven Examples…How highly-skilled service managers are already using this approach to achieve consistent process and the financial improvements that result. Learn More

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