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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. The Legal Minefield for Auto Dealers in 2019

    The Legal Minefield for Auto Dealers in 2019

    $59.00

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

    Featuring: Eric Chase, J.D. from Bressler Amery Ross
    Air Date: February 7 2019
    1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
    Program Length: 60 minutes
    SKU DNB1

    Join noted auto dealer attorney Eric Chase for a detailed discussion of the legal challenges facing retail automotive dealer in the coming year.

    Bonus: Eric’s 2019 Edition of the “Top 25 Legal Trends for Auto Dealers”, plus his “Legal Audit Checklist”

    The legal landscape for auto dealers is always a danger zone, populated with potholes, traps… as well as opportunities for the savvy and knowledgeable operator.

    Eric Chase joins us for a frank discussion of those legal issues that will be most in play for 2019.

    Be sure to get and review the two bonus documents prior to attending and come armed with your questions. Your chance to pick the brain of a true industry expert. 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. Aligning Dealership Pay Plans to the Labor Market & Economy of 2019

    Aligning Dealership Pay Plans to the Labor Market & Economy of 2019

    $59.00

    Live Online Workshop
    Air Date: Thursday December 13 2018
    1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Brooke Samples of Profit BluePrints
    SKU DML2

    With unemployment at a low 4% and strong economic performance, keeping your best people is your highest priority. They are way too hard to replace.

    “Good people with well designed pay plans are the single most important factor to the profitability of a dealership.” Brooke Samples

    The traditionally high levels of employee turnover have always been a challenge for auto dealers. Now with low unemployment, finding new qualified people to fill openings just got much more difficult.

    Creating innovative pay plans that will help you keep your better performers in place, while also allowing you to compete at a higher level for new hires is not an option. It’s a necessity! Add the quirks of millennials and other emerging workforce cohorts… you need a new plan.

    You will examine in this workshop:

    Why it is imperative to change the way you pay
    Pay Plans that will reduce employee turnover
    Pay Plans that will attract the best new talent
    Importance of the employee’s Career Path
    Why Employee Referral Programs work & how to deploy
    Components of Pay Plans that encourage production & happy employees
    How you can survive and thrive in a challenging 2019 labor market Learn More
  5. Planning for Huge Changes in Auto Retailing

    Planning for Huge Changes in Auto Retailing

    $59.00

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

    Featuring: Alan Haig of The Haig Partners
    Air Date: February 14 2019
    1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
    Program Length: 60 minutes
    SKU DNB2

    Disruptive Trends and Technologies Threaten to Upend Auto Dealership Business Models in the Coming Decades.

    What is your plan?

    What are your potential options?

    How can you succeed in as personal transportation continues to morph into something unfamiliar and different.

    Uber, Lyft, Waymo, along with just about every auto manufacturer, are all working feverishly to get out ahead of the crowd as concepts of “ride sharing” and “autonomously driven vehicles” become more commonplace.

    Will these vehicles be sold through franchised dealers… or will the norm be more patterned after direct fleet sales to today’s rental car companies?

    What is the timetable for these pending and disruptive changes? Can anyone really predict if, and when, these disruptors will reach the market? Are their new business models that can insure the car dealer’s role as a transportation provider?

    Alan Haig has explored the potential for highly disruptive change in automotive retailing due to these new concepts and technologies and offers his take on how today’s auto retailers can plan now to help them come out on top. Learn More
  6. How to Find, Hire and then Keep Highly Productive BDC Reps

    How to Find, Hire and then Keep Highly Productive BDC Reps

    $59.00

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

    Featuring: Featuring: Joni Stuker
    Air Date: January 10 2019
    1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
    Program Length: 60 minutes
    SKU DNA2

    The tasks of your BDC require some special skills and temperaments. Recruiting the right person, with the base skills, personality traits and ability to learn can be difficult.
    Join Joni Stuker as she presents a plan for building a strong and productive BDC… stocked with the best BDC reps available.

    You will learn:
    Where to search for high-potential BDC reps - Innovative recruiting techniques
    •mportance of setting hourly call standards and measurements to determine success
    How to spot and single out those with the best chance of success
    Creative word tracks for BDC rep job listings to attract the right person
    Best practices for using referrals from existing staff
    How to get them up and productive quickly
    Learn More
  7. Accounting Consolidation for Multi-Location Dealer Groups

    Accounting Consolidation for Multi-Location Dealer Groups

    $59.00

    Online Workshop
    Air Date: Thursday December 6 2018
    1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Featuring: Jodi Kippe & Kara Perkins from Crowe
    Program Length: 60 Minutes
    SKU EML1

    Join us for this DealersEdge Workshop featuring Jodi Kippe and Kara Perkins from the Retail Dealer Group at Crowe as they detail how some dealer groups have elevated their accounting structure and processes to attain efficiencies and improved reporting by consolidating certain accounting office functions.

    You will learn:

    What accounting positions can be centralized
    Examples of organizational structures
    How to customize for your operational and accounting process
    How to make the best use of technology in the centralization process
    Ways to streamline reporting and other accounting processes Learn More
  8. 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
  9. 7 Point Checklist for CRM Choice & Due Diligence

    7 Point Checklist for CRM Choice & Due Diligence

    $59.00

    Members Only Live workshop. Visit
    https://viptrial.dealersedge.com/ for more information

    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
  10. 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

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