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Workshop Executive Summaries

DEALERSEDGE Welcome to DealersEdge
Advanced Management Education for Top-Tier Auto Dealership Managers
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  1. MNB4 | Workshop Executive Summary | Internal Dealership Controls to Prevent Theft and Embezzlement

    MNB4 | Workshop Executive Summary | Internal Dealership Controls to Prevent Theft and Embezzlement

    $99.00

    PDF Download

    Jeremy Epstein CPA, CFE, CAMS & Maya Sutanto CPA

    Auto dealers are routinely surprised and shocked at how a trusted employee could have stolen so much without obvious detection.
    Learn More
  2. MJB3 | Workshop Executive Summary | HABITS AND PRACTICES OF THE EXCEPTIONAL SERVICE ADVISOR

    MJB3 | Workshop Executive Summary | HABITS AND PRACTICES OF THE EXCEPTIONAL SERVICE ADVISOR

    $99.00

    PDF Download

    Don Tipton, President and founder of DTC Retail Consulting

    Service Advisors are one of the most visible yet oft en one of the most overlooked positions in the dealership. Th ey see more customers than almost anyone and therefore have the greatest opportunity to win friends or make enemies. Because of their signifi cant impact on the bottom line the advisors are one of the most critical positions in the store. Get it right and life is good! But get it wrong and it seems like a never ending river of woe. So how do you fi nd and recruit the right person who will succeed in creating loyal customers and contributing to the bottom line? What qualities does the Exceptional Service Advisor exhibit and can you turn an average advisor into an exceptional one?
    Learn More
  3. MNB1 | Workshop Executive Summary | The Legal Minefield for Auto Dealers in 2019

    MNB1 | Workshop Executive Summary | The Legal Minefield for Auto Dealers in 2019

    $99.00

    PDF Download

    Eric Chase, Partner at Bressler, Amery & Ross, P.C.

    The devil is always in the details, and never more so than in laws and rules governing the retail auto business. So, as we move into 2019, what are some of the details and minefields that dealers should be on the lookout for?
    Learn More
  4. MNA3 | Workshop Executive Summary | Strategies and Tools to Shrink WIP and Unapplied Labor

    MNA3 | Workshop Executive Summary | Strategies and Tools to Shrink WIP and Unapplied Labor

    $99.00

    PDF Download

    Rob Campbell Analyst and Joe Ro, CPA, Senior Manager for Withum

    When it comes to fi nancial statements and other reports, two items stand out as perennial problems for fi xed ops managers, Work in Process and Unapplied Labor. While eliminating these profi t drains may not be possible, it is possible to shrink them.
    Learn More
  5. MNA2 | Workshop Executive Summary | How to Find, Hire and then Keep Highly Productive BDC Reps

    MNA2 | Workshop Executive Summary | How to Find, Hire and then Keep Highly Productive BDC Reps

    $99.00

    PDF Download

    Joni Stuker-Davis, Founder and President of Owner Connect LLC

    Back when a million was still a big number, Steve Martin had a routine in which he explained how to become a millionaire. Step one is to get a million dollars. Sadly, many consultants take the same approach when it comes to creating a high performing staff. Step one is to hire high performing people. But they never tell you how to find and develop those high performers in the first place, how to hire them or how to keep them. While today’s presenter, Joni Stuker can’t help much when it comes to technicians and other key positions, she can when it comes to building a strong and productive Business Development Center stocked with the best BDC reps available. Learn More
  6. MML2 | Workshop Executive Summary | Aligning Dealership Pay Plans to the Labor Market & Economy of 2019

    MML2 | Workshop Executive Summary | Aligning Dealership Pay Plans to the Labor Market & Economy of 2019

    $99.00

    PDF Download

    Presenter: Brooke Samples of Profit Blueprints

    High levels of employee turnover have always been a challenge for auto dealers, and the most common reason employees leave is how they are paid.
    This churning brings with it a host of ills such as high replacement costs, training expenses, low productivity, low morale, mistakes and poorly handled customers.
    Finding new qualified people to fill openings, never an easy task, just got much more difficult as unemployment hovers around 4%.
    With a strong economic landscape, keeping your best people becomes your highest priority because replacing them is just too difficult.
    Since personnel expense is typically the largest expense in any non-manufacturing business, how do dealers and managers balance compensation with profitability?
    It starts with a pay plan.
    Learn More
  7. MML1 | Workshop Executive Summary | Accounting Office Consolidation for Multi-Location Dealer Groups

    MML1 | Workshop Executive Summary | Accounting Office Consolidation for Multi-Location Dealer Groups

    $99.00

    PDF Download

    Jodi Kippe and Kara Perkins of Crowe Horwath LLC joined us for an online workshop
    to share their thoughts on when it is advantageous for multi-location dealerships to consolidate
    their accounting offi ces.
    Jodi is a Partner and Kara a Senior Manager with Crowe Horwath LLC and combined have 41 years
    of experience working with auto dealers. Jodi leads the Crowe Navigator for
    Dealers performance management solution, is a co-moderator of Crowe’s
    popular CFO Roundtable and a member of SunTrust’s Dealer Advisory
    Board. She is a frequent lecturer for the National Automotive Dealers
    Association (NADA) and AICPA automotive conferences, as
    well as other automotive and state associations. She is a published
    author, with articles featured in trade magazines, periodicals
    and business journals.
    Th is report is a summary of Jodi and Kara’s comments and
    suggestions.
    ………. see Jodi and Kara’s Contact Details
    on the last page. Learn More
  8. MMK5 | Workshop Executive Summary | End-of-Year Closing of the Books - Process and Checklist

    MMK5 | Workshop Executive Summary | End-of-Year Closing of the Books - Process and Checklist

    $99.00

    PDF Download

    Rob Campbell and Christine Andrews, Analysts for Withum Smith +Brown Accountants and Consultants (WS+B) joined us for an online workshop to share tips on accurately and efficiently closing out the year.

    After a long and successful career as a dealership consultant and trainer, Rob Campbell joined WithumSmith + Brown Accountants and Consultants. WS+B is a full-service accounting and consulting firm and as dealer analyst, Rob uses his background to help his clients improve their operations through better planning and financial review.

    He has written extensively and has 17 books and manuals about Fixed Operations under his belt. He is a frequent and popular speaker at industry events including ten NADA
    conventions.

    This report is a summary of his comments and suggestions. Learn More
  9. MMK2 | Workshop Executive Summary | 7 Point Checklist for CRM Choice & Due Diligence

    MMK2 | Workshop Executive Summary | 7 Point Checklist for CRM Choice & Due Diligence

    $59.00

    MEMBERS ONLY PDF DOWNLOAD
    Visit https://viptrial.dealersedge.com/ For More Information

    Stefan Drechsel, Marketing Director of the Gillrie Institute, joined us for an online workshop with an update on the Gillrie Survey about dealership CRM satisfaction. Th e Gillrie Institute is an advisory fi rm that helps dealers evaluate DMS, CRM, phone and other technology choices to save money and negotiate favorable terms that yield effi cient specifi cation and confi guration. Stefan has extensive experience in marketing management and with his expertise in technology and service marketing he helped launch the Gillrie Institute’s Phone System, CRM, and Th ird Party Consulting services. Stefan also manages Gillrie seminars and market research projects. He recently wrote the NADA guide to CRM and just initiated the biggest satisfaction survey about dealership phone systems ever. Learn More
  10. MMK3 | Workshop Executive Summary | Re-Engineering Express Service

    MMK3 | Workshop Executive Summary | Re-Engineering Express Service

    $99.00

    PDF Download

    Don Tipton, President and founder of DTC Retail Consulting shared his thoughts
    about leveraging express service to increase traffic and revenue.
    DTC Retail Consulting offers “in the trenches” automotive and RV experience
    combined with knowledge of proven management techniques to help their
    clients achieve success. What makes them even more appealing to dealers is
    the personal service.
    Don Tipton is a popular speaker, hosting two workshops at the 2015 RVDA
    convention and word of mouth endorsements from Dealers and Managers
    keeps him in heavy demand. One dealer put it this way, “DTC Retail
    Consulting is the most cost effective and results-oriented person on
    my payroll. They provide high-level management for less than I pay
    for a porter.”
    This report is a summary of Don’s comments and suggestions.
    …see Don’s Contact Details on the last page Learn More

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