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Recorded Webinars

DEALERSEDGE Welcome to DealersEdge
Advanced Management Education for Top-Tier Auto Dealership Managers
800.321.5312   Memberservices@Dealersedge.com
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Items 1 to 10 of 145 total

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  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. Christine Andrews & Rob Campbell: 6 Internal Theft Scams that were Surprisingly Successful - Learn from the Mistakes of Others

    Christine Andrews & Rob Campbell: 6 Internal Theft Scams that were Surprisingly Successful - Learn from the Mistakes of Others

    $59.00

    Featuring: Christine Andrews & Rob Campbell from WithumSmith+Brown
    Air Date: Thursday August 9 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Program Length: 60 minutes
    SKU DMH2

    Employees steal for a variety of personal motivations.., but the primary reason they steal is OPPORTUNITY!

    Earning a solid and ample profit from your dealership operations is a very good thing. But often the volume of money that flows through the organization is providing too many opportunities for employees and associates to dip into the till

    Attendees of this workshop will examine real-world employee theft cases to bring to light the most common errors that caused the dealership to be vulnerable. Using various financial and departmental reports, we will examine how to find answers to problems quickly and thoroughly.

    1. Learn the critical signs that something is wrong.
    2. See the most common thefts in action through real-world examples.
    3. Identify the weaknesses in your internal controls to better protect the dealership.
    4. How to evaluate and investigate patterns of unusual activity to determine if it is (a) fraud, (b) waste or (c) really okay.
    5. Building the right framework on internal controls unique to your dealership. Learn More
  10. Alan Haig and Kevin J. Nill:  Mega-Trends Impacting Auto Retail In 2018… Highlights from the Haig Report

    Alan Haig and Kevin J. Nill: Mega-Trends Impacting Auto Retail In 2018… Highlights from the Haig Report

    $59.00

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

    Presenters: Alan Haig and Kevin J. Nill
    Air Date: Thursday July 26 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
    Program Length: 60 minutes
    SKU DMG4

    The Issues and Realities of Retail Automotive in 2018 and How That Impacts Dealer’s Ability to Compete, Profit, and Grow the Enterprise

    Auto retailing continues to enjoy strong results despite increasing headwinds from slowing sales and heightened competition.

    Dealers are facing continued pressure to manage in more efficient and cost-effective ways to maintain profitability and consolidation appears positioned to accelerate in the coming months. And future industry disruption appears poised to accelerate.


    Highlights:

    Macroeconomic Indicators- both the good and the not so good
    Light vehicle sales, inventories, incentives, lease penetrations, etc.
    The erosion of vehicle gross profits and dependence on F&I and Service to replace flagging bottom lines
    Dealership expense and net profit trends
    How recent tax changes can benefit both buyers and sellers… yes benefit!
    How dealers can grow in tougher times… the party is not over yet!
    Future disruptors and the impact on dealership consolidation and valuations
    Learn More

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