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  1. MMI4 | Workshop Executive Summary | How F&I Reinsurance Provides Value after Tax Reform

    MMI4 | Workshop Executive Summary | How F&I Reinsurance Provides Value after Tax Reform

    $99.00

    PDF Download

    Joe Magyar, CPA and Partner with Crowe LLP joined us for an online workshop to discuss how reinsurance provides value in the new tax environment, Crowe LLP (https://www.crowe.com) is a public accounting, consulting, and technology fi rm that combines deep industry and specialized expertise with innovation. By listening to our clients, we learn about their businesses and the challenges they face. Our dedicated teams strive to deliver exceptional client service while upholding our core values and strong professional standards. We invest in tomorrow because we know smart decisions build lasting value for our clients, people, and profession. Th is report is a summary of Joe’s comments and suggestions. Learn More
  2. Nine Myths & One Truth about Dealership Insurance

    DDF4 Nine Myths & One Truth about Dealership Insurance

    $298.00

    (Recorded Webinar)
    Presenter: Roger Beery of the Austin Consulting Group
    Original Air Date: June 24, 2010
    Program Length: 1 hour 49 minutes

    No one likes to even think about insurance – unless that is, you just experienced a loss or a risk of doing business has suddenly come home to roost. And the complexity of insurance contracts can give almost anyone a headache. However, when you total it all up, insurance is a major expense category in your dealership and needs some careful attention. Join with us as Roger Beery of the Austin Consulting Group will provide details on why it is important to bid your insurance package knowledgeably – but also why if you are paying the same in 2010 as you did in 2009, then you are paying too much. He will also tell you why getting a few quotes is not enough market pressure to guarantee the best price. Get Roger’s input before tackling your insurance renewals. Learn More
  3. Reducing Exposure to Spiraling Health Insurance Costs

    DEB1 Reducing Exposure to Spiraling Health Insurance Costs

    $298.00

    (Recorded Webinar)
    Presenter: Chris Brown, President and CEO of Integra Employer Health
    Original Air Date: February 3rd, 2011
    Program Length: 1 hour 40 minutes

    Finding ways to reduce the pain of increased costs by better understanding the system and how it works.

    It seems as if every time Washington tries to “simplify” and “reduce the costs” associated with health insurance, just the opposite occurs. Perhaps they simply are not in as much control as they want us to think. But politics is a given and somewhat beyond our power to influence. But as these health care solutions get more and more complex, our only practical business solution is to know as much about these systems as possible so we can find ways to blunt increases and – miracle-of-miracles – maybe even save some money. Visit with Chris Brown, the CEO of Integra Employer Health as he helps to demystify health care insurance and its cost with an eye toward saving you on your next contract negotiation Learn More
  4. MFJ2 Affordable Health Care Act Implementation for Car Dealers: What you should be doing right NOW!

    MFJ2 Affordable Health Care Act Implementation for Car Dealers: What you should be doing right NOW!

    $39.00

    PDF Download

    Now that the Supreme Court has acted, the complex phase of implementation of this massive legislation will roll on. That means a number of deadlines that auto dealers need to be aware of and making sure you are in compliance. The penalties can be stiff!

    Like it or not, the US Supreme Court has upheld the constitutionality of the Affordable Care Act so the Health Care Reform Act will be implemented as planned. Some provisions of the new law are already in effect and others, like the implementation of state health insurance exchanges, go into effect on January 1, 2014, there are many other requirements that car dealers need to be aware of and act on as early as October 1, 2012 and continue through 2013. Learn More
  5. DHE4 Joe Magyar: How to Use "Captive Insurance" to Manage Risk… Generate Cash Flow & Tax Benefits

    DHE4 Joe Magyar: How to Use "Captive Insurance" to Manage Risk… Generate Cash Flow & Tax Benefits

    $97.00

    (Recorded Online Workshop)
    Original Air Date: May 22, 2014
    Presenter: Joe Magyar CPA of Crowe Horwath
    Program Length: 70 minutes

    New opportunities make Captive Insurance accessible to more and more dealers. Learn how to employ this strategy for added protection, cash flow and tax benefits.

    In this workshop, the presenters will discuss how to use captive insurance for a tax advantage and to fund potential risks to your dealership organization.

    Attendees will learn of a new… lower cost… funding option to protect against existing risk by employing a "related party insurance company" on a tax favored basis.

    These new opportunities make captive insurance accessible to more dealers than in the past. The presenters will share their views as leading dealership insurance and tax experts.

    You Will Learn:

    ## The definition of "Captive Insurance" and what it can insure
    ## How to identify risk areas at your dealership not currently protected
    ## The tax and cash flow advantages of a dealership "Captive"
    ## About new, lower cost funding options for structuring a Captive Insurance Company
    ## Why a Captive is now accessible to a significantly broader number of dealerships

    SUBSCRIPTION OPTION:
    You can upgrade your Webinar or Recording purchase to a single-person 1-year subscription, allowing you full NO-ADDED CHARGE access to all future Live Webinars (45+ per yr) and our online library of over 160 Recordings of past programs. For just $400 more than the price of this program, you get it all for a period of one year! That is a total of just $497 for your single-person subscription (Season Ticket) including this program. You are free to cancel at any time during the first six months and receive a refund of the additional $400 paid for this upgrade - for any reason! Learn More
  6. MHG1: How Car Dealers Can Use Captive Insurance

    MHG1: How Car Dealers Can Use Captive Insurance

    $39.00

    PDF Download

    New opportunities make Captive Insurance accessible to more and more dealers. Learn how to employ this strategy for added protection, cash flow and tax benefits. Learn More
  7. BKTJ Dealership Money-Manager's Playbook - World Class Best Practices

    BKTJ Dealership Money-Manager's Playbook - World Class Best Practices

    $298.00

    Published on Oct 1, 2016

    Learn what the best Dealership Financial Managers are doing to....

    -Nurture and Protect the Dealership's Assets
    -Maximize Profit and ROI
    -Take Advantage of New Savings and Money-Making Opportunities
    -Protect the Value of the Automotive Enterprise

    This Guide contains Executive Summaries of 24 Senior Dealership Management Topics... all drawn from DealersEdge Workshops featuring a team of Industry Experts... each a specialist in their field.

    Here's What's Included:

    Financial Controls & Analysis

    -Accounting Office Consolidation for Multi-Location Dealer Groups
    -How to Manage the Balance Sheet & Turn Paper Profits Into Hard Cash
    -How to Maintain Your Focus on Expense Controls... Even in the Good Times
    -How, Why & When to Create Your Own Captive Insurance Company
    -Which Government Agencies are Targeting Auto Dealers...How to Reduce Exposure

    Financial Controls & Analysis- Focus on Fixed Ops

    -The Service Pricing Challenge: How to Leverage your Competitiveness
    -5 Keys to Avoiding the Perils of Factory or Extended Warranty Audits
    -Re-thinking the Parts Pricing Matrix to Maximize Profits
    -Aging Parts... Valued Assets or Worthless Artifacts?
    -How to Avoid Physical Parts Inventory Nightmares... Getting Acct'g & Parts on Same Page

    Managing Dealership Information Systems & Costs

    -Dealership Technology Requirements for Increased Productivity in 2016-17
    -CyberSecurity... Evaluating Your Risks & Protecting the Dealership
    -Independent CRMs vs the DMS CRMs? How to Make an Informed Choice...
    -Gillrie Reports: How to Guard Against Sudden DMS Price Increases & Policy Changes

    Building & Protecting the Value of the Business

    -How Your Dealership Business Plan May be Eroding Future Enterprise Value
    -Dealership Valuation... "Blue Sky" is NOT What it Used to Be
    -Big Themes from the Kerrigan "Blue Sky Report"

    Nurturing Your Most Important Asset - Your Team

    -Guiding Your Team to Success... The Management Magic of One-on-One Coaching
    -Tips on How and Why to Hire Millennials (GenY) for Your Dealership
    -Predicting Success With a Better Hiring Process
    -Employment Law for Car Dealers... 4 Things you Need to Know
    -Fearless Firing... Effective, Confident & Humane...and Staying Out of Trouble

    ----------

    Our Team of Experts

    All the Essays in this Guide are Executive Summaries reporting on the expert content provided by these well-known auto industry experts:

    -Jodi Kippe, CPA and Kara Perkins CPA from Crowe Horwath
    -Brooke Samples from Profit Blueprints
    -Kevin Gilbreath, CPA and Senior Tax Manager at Crowe Horwath
    -Jim Radogna, Founder of Dealer Compliance Consultants
    -Les Silver, of the KEEPS Corporation
    -Erik Nachbahr, of Helion Technologies
    -Joe Riccie, CPA and Seth Danberry of WithumSmith & Brown
    -Paul Gillrie, of The Gillrie Institute
    -Rob Campbell, of WithumSmith & Brown
    -Ryan Kerrigan, of Kerrigan Advisors
    -Stuart McCallum CPA and Steve Schumacher CPA from Crowe Horwath
    -Stefan Drechsel, of The Gillrie Institute
    -Chuck Hartle', of PartsEdge
    -Steve Nickelsen, of Nickelsen/DealersEdge and Nickelsen Partners
    -Kevin Baumgart, of Hireology
    -Charles Feuss, J.D., of Kilpatrick Townsend & Stockton LLP
    -Mike Nicholes, of Nicholes Capital Management

    All represented in this Guide!

    SUBSCRIPTION OPTION:
    You can upgrade your purchase to a 1-year subscription, allowing you full NO-ADDED CHARGE access to all future Live Webinars (45+ per yr) and our online library of over 160 Recordings of past programs. For just $299 more than the price of this program, you get it all for a period of one year! That is a total of just $597 for your single-person subscription (Season Ticket) including this program. You are free to cancel at any time during the first six months and receive a refund of the additional $299 paid for this upgrade - for any reason! Learn More
  8. MKC1 | Workshop Executive Summary | How, Why & When to Create Your Own Captive Insurance Company

    MKC1 | Workshop Executive Summary | How, Why & When to Create Your Own Captive Insurance Company

    $99.00

    PDF Download

    On March 3rd, 2016 Kevin Gilbreath, CPA, CFP Senior Tax Manager at Crowe Horwath
    LLP joined us for an online workshop to share his thoughts about captive
    insurance companies and when they make sense.
    Crowe Horwath LLP (www.crowehorwath.com) is one of the largest public
    accounting, consulting, and technology firms in the United States. Under its core
    purpose of “Building Value with Values®
    ,” Crowe uses its deep industry expertise to
    provide audit services to public and private entities while also helping clients
    reach their goals with tax, advisory, risk and performance services.
    This report is a summary of Kevin’s comments and suggestions
    ……….see his Contact Details on the last page Learn More
  9. MKD2 | Workshop Executive Summary | Big Themes from the Kerrigan Bluesky Report

    MKD2 | Workshop Executive Summary | Big Themes from the Kerrigan Bluesky Report

    $99.00

    PDF Download

    On April 14, 2016 Ryan Kerrigan, Managing Director of Kerrigan Advisors, (http://www.kerriganadvisors.com)
    joined us for an online workshop to discuss their recently released “The Blue Sky Report ™ A
    Kerrigan Quarterly”.
    His business experience includes transaction work, executive leadership, private equity investing
    and management consulting. Prior to his auto sector experience, he served in CEO roles in the construction,
    engineering and environmental sectors – including Renovate Property Services and Alta
    Environmental, companies he currently owns. Ryan served as Managing Director at Serent Capital, a
    $250mm private equity fund investing in middle market companies. He served
    briefly as General Manager of the family’s auto dealership, which he returned
    to profitability and assisted in its sale. Mr. Kerrigan began his career as a
    management consultant at McKinsey & Company, where he advised Fortune
    500 companies on growth strategies, organizational issues, pricing and
    business valuation. His clients included leading companies in the insurance,
    financial services, chemicals and telecommunications industries. Ryan has
    an MBA from Stanford University’s Graduate School of Business and an
    MSFS degree from Georgetown University’s School of Foreign Service.
    He graduated summa cum laude from the University of Notre Dame
    with a BBA in Finance.
    This report is a summary of Ryan’s comments and suggestions.
    ……….see Ryan’s Contact Details on the last page Learn More
  10. CLOSEOUT SALE!! For Senior Dealership Managers -  Unlocking Your Full Potential in 2017

    CLOSEOUT SALE!! For Senior Dealership Managers - Unlocking Your Full Potential in 2017

    Regular Price: $299.00

    Special Discount Price: $149.00

    Available in PDF and Hard Copy Format

    The 2017 Edition Yearbook for Senior Dealership Management Professionals.
    Essays from Workshops Presented Industry Experts Focusing on What is Working for Your Peers from All dealership management positions - Enterprise-Wide Senior Managers, Fixed Operations Managers and Variable Operations Managers.
    Benefits:

    1. Zero in on What Your Peers in other dealership management positions are employing for increased efficiencies and bottom line profit growth.
    2. Sharpen and Hone Your Basic, yet critical, Auto Dealership Enterprise Management Skills
    3. 300+ Pages of Essays Drawn from the Content of Recent DealersEdge Workshops as presented by Auto Industry Experts!

    Essays Included in this 300+ Page Collection:

    CHAPTER 1 - UNLOCKING DEALERSHIP ENTERPRISE POTENTIAL IN 2017

    How to Protect the Value of the Business/Enterprise
    Highlights from Kerrigan's Blue Sky Report
    Strap a Rocket to Your Used Car Department
    Government Agencies Targeting Auto Dealers
    How to Fire Someone Fearlessly… Humanely
    How and Why to Hire Millenials
    New Hiring Technologies & How to Use Them

    CHAPTER 2 - FINANCIAL MONITORING & MANAGEMENT BEST PRACTICES

    Getting More and More Actionable Data From Your DMS
    Turning Balance Sheet Assets Into Hard Cash
    A Fresh Look at Forecasting & Budgeting Basics
    Expense Control - Getting Back to Basics
    New Tax Rules… How & Why of Captive Insurance Company Creation
    Back Office Consolidation for Auto Groups

    CHAPTER 3- LATEST IN DEALERSHIP DATA MANAGEMENT

    How to Protect Against Sudden DMS Price Increases
    How to Choose a CRM - DMS or Other 3rd Party?
    New Technology Useful to Auto Dealerships
    How & Why of Dealership Cyber-Security

    CHAPTER 4- UNLOCKING FIXED OPS POTENTIAL IN 2017

    How to Strap a Rocket to Your Service Department
    Business & Financial for Service Managers
    The Service Pricing Challenge - Getting the Right Price
    Service Pricing vs. Value Debate
    7 Essential Service Management Key Indicators
    Re-Engineering the Parts Pricing Matrix
    How to Avoid Parts Physical Inventory Nightmares
    Advanced Body Shop Management

    CHAPTER 5- UNLOCKING VARIABLE OPERATIONS POTENTIAL IN 2017

    New Look at Prospecting - How to Bag 1/3 of Future Sales
    Employing Video Presentations in the Sale Process
    How to Use Tablets in Your Selling System
    The How To of Video Walk-Around Demos
    Pay-Per-Click - How to Manage a Successful PPC Campaign
    Magic of Geo-Fencing… Marketing to Customer Smart Phones
    Online Tactics to Maximize CPO Sales
    Recruiting and Keeping the Very Best BDC Reps Learn More

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