Business & Finance Management Workshops

Click Workshop Image to access Video Recording, Streaming Podcast / Mp3 Download, Handouts and Executive Summary.

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Live! Navigating the Dealership Business in Volatile Times

Featuring: Alan Haig of The Haig Partners
Air Date: November 14 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNK2

Politics, Economy and Technology all contribute to making the next year a challenge for auto dealers.  Get facts, charts and analysis from Alan Haig at the Haig Partners.

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Live! Health Check:  Dealership TeleCom Choices

As technology advances, the choices of TeleCom for the dealership become more and more complex.  Legacy systems, hosted telecom, cellular integration… Phillip Sherman visits with us to offer some guidance.

 

Featuring: Phillip Sherman
Air Date: November 21 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNK3

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Live! End-of-Year Accounting… Process and Checklist

Featuring:  Rob Campbell from Withum
Air Date: December 12 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNL2

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.

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Live! Everything Auto Dealers Need to Know about IRS Form 1099

Featuring:  Rob Campbell & Nicole DeRosa, CPA MAcc Tax Manager at WithumSmith+Brown PC
Air Date: December 19 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNL3

December 2019 Update - Experts provide a detailed report on common misconceptions and processing errors related to W-9 and IRS Form 1099.  Get the complete review at this workshop.

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Health Check: Dealership Accounts Payable

Accounts Payable responsibilities go far beyond simply paying the bills.  It is a critical function and component of your dealership’s cash flow…

 

Featuring: Christine Andrews & Rob Campbell of Withum

Air Date: Thursday August 15 2019

1pm Eastern / 12pm Central / 11am Mountain / 10am Pacific

Program Length: 60 minutes 

SKU DNH3

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Health Check: Warranty Administration

There are many ways for things to go wrong in the preparation, submission, collection and the protection of your warranty claims and payments.  Let’s see how you are doing.

 

Featuring: Rob Campbell of Withum

Air Date: Thursday August 8 2019

1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific

Program Length: 60 minutes 

SKU DNH2

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Health Check: Automotive Digital Marketing

Examine the Elements and Performance Standards of a Highly Effective Dealership Digital Marketing Program

Featuring: Glenn Pasch of PCG
Air Date: Thursday June 27 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNF4

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Health Check: General Manager’s Office

How to Self-Audit the GM Position for Maximum Results and Efficiency… What to Measure…Where to Focus!

Featuring: Jeff Sacks
Air Date: Thursday June 13 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNF2

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Health Check: Dealership Cyber Security

Cyber Security is a moving target. Tune in to discover the new tricks hackers are using to rip you off…

Featuring: Erik Nachbahr of Helion Technologies
Air Date: Thursday May 30 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNE5

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Health Check: Taking Stock of Your F&I Department

Your Bottom Line Depends on the Efficiency of F&I Management and Execution. How Healthy is your F&I Department?

Featuring: Becky Chernek & Ted Ings
Air Date: Thursday May 2 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNE1

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Health Check: BDC Organization & Effectiveness

Check Lists and Process For Evaluating the Success of Your BDC Efforts. How Healthy is your BDC?

Featuring: Joni Stuker
Air Date: Thursday April 25 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DND4

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How Auto Dealers are Benefitting from “Ride-Share” Drivers

Featuring: Brian Benstock, VP & GM at Paragon Honda and Paragon Acura
Air Date: March 28 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNC4

Catering to Uber, Lyft and other Ride Share Entrepreneurs

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How Auto Dealers are Benefitting from “Ride-Share” Drivers

Featuring: Brian Benstock, VP & GM at Paragon Honda and Paragon Acura
Air Date: March 28 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNC4

Catering to Uber, Lyft and other Ride Share Entrepreneurs

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Dealership Accounting Office Health Check

Featuring: Brooke Samples of Profit Blueprints
Air Date: March 21 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNC3

Is your Accounting Office Operating Efficiently? Effectively?... How to Know!

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Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Mgt

Featuring: Jodi Kippe & Steve Wojcicki, CPAs
Air Date: March 14 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 70 minutes 
SKU ENC2

Gross margins have been shrinking for auto dealers. At the same time your cost of doing business is on the rise. It is time to re-focus on ways to at least slow down those two alarming trends.

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Internal Dealership Controls to Prevent Theft and Embezzlement

Featuring: Jeremy Epstein CPA, CFE, CAMS & Maya Sutanto CPA from Crowe
Air Date: February 28 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNB4

Auto dealers are routinely surprised and shocked at how a trusted employee could have stolen so much without obvious detection.

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Planning for Huge Changes in Auto Retailing

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? 

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The Legal Minefield for Auto Dealers in 2019

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”

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

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.

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

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.

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Accounting Consolidation for Multi-Location Dealer Groups

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

Jodi Kippe and Kara Perkins from the Retail Dealer Group at Crowe  detail how some dealer groups have elevated their accounting structure and processes to attain efficiencies and improved reporting by consolidating certain accounting office functions.

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7 Point Checklist for CRM Choice & Due Diligence

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

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

Featuring: Brian Brueggeman, CPA at Crowe
Air Date: October 18 2018
Program Length: 60 minutes 
SKU DMJ3

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

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Fearless Firing…Effective, Confident, Humane

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

Air Date: October 4 2018
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!

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How F&I Reinsurance Provides Value after Tax Reform

Featuring: Joe Magyar, Tax Partner at Crowe LLP
Air Date: September 27 2018
Program Length: 60 minutes 
SKU DMI4

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

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Keeping Pace with New Technologies for the Auto Dealership

Presenter: Erik Nachbahr at Helion Automotive Technologies
Air Date: September 13  2018
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…

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A Scientifically Proven & New Look at Fixed Ops Pay Plans

Presenter: Ray Branch of The KEEPs Corporation
Air Date: August 23 2018
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.

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6 Internal Theft Scams that were Surprisingly Successful

Featuring: Christine Andrews & Rob Campbell from WithumSmith+Brown
Air Date: August 9 2018
Program Length: 60 minutes 
SKU DMH2

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

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Auto Technicians: Finding, Recruiting & Training for Today and the Future

Featuring: Ed Kovalchick, Net Profit Inc
Air Date: August 2 2018
Program Length: 60 minutes 
SKU DMH1

Current auto technician shortages, along with projected increased demand, is a real problem. Ed Kovalchick focuses on the growing problem and offers numerous ways you can recruit successfully for this vital position.

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Mega-Trends Impacting Auto Retail In 2018… Highlights from the Haig Report

Presenters: Alan Haig and Kevin J. Nill
Air Date: July 26 2018
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

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The Habits & Practices of the Exceptional General Manager

Presenter: Jeff Sacks
Air Date: July 12 2018
Program Length: 60 minutes 
SKU DMG2

What are the common traits that allow some Automotive General Managers to stand out among their peers? Those that do stand out…what makes them tick?

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Due Diligence Essentials for Buyers and Sellers

Featuring: Thomas England & Jonathan Wilke CPAs at Dixon Hughes Goodman LLP

Air Date: May 3 2018
Program Length: 60 Minutes
SKU: DME1

Auto Group Consolidation Continues. Chances are you will be a Buyer or a Seller in the near future. Experts share their priorities and considerations no matter what side of the table you sit. 

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Why Many Dealership BDCs Fall Short & How to Fix It

Featuring: Joni Stuker

Air Date: April 19 2018
Program Length: 60 Minutes
SKU: DMD3

The time and money you spend on installing, training and hiring is often wasted, if you have neglected the absolute need to get all stake holders on board.

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Auto Dealership Staffing Metrics

Featuring: Brooke Samples from Profit Blueprints

Air Date: March 29 2018
Program Length: 60 Minutes
SKU: DMC5

More Sales, More Profit & with the Right Amount of Staff 

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Business Math and Financial Analysis for Service Managers

Featuring: Rob Campbell - WithumSmith+Brown

Air Date: March 15 2018
Program Length: 60 Minutes
SKU: DMC3

Basic & Advanced Financial Analysis for Dealership Service Directors & Managers – Forecasting – Net Profit Improvement

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IT Horror Stories - Breaches Costing Auto Dealers Big Losses of Data and Money

Featuring: Erik Nachbahr from Helion Technologies

Air Date: March 8 2018
Program Length: 60 Minutes
SKU: DMC2

Dealership IT Expert profiles some of the worst cases of IT Security Intrusions at Auto Dealerships… How to identify the weakness and Plug the Leaks

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Understanding the Automotive Financial Statement for GMs and Dealership Department Managers

Featuring: Brooke Samples of Profit Blueprints LLC

Air Date: February 22 2018
Program Length: 60 Minutes
SKU: DMB4

Popular Skill Workshop Returns with Revisions & Additions in Response to Attendee Questions & Concerns

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What Auto Dealers Need to Know about IRS Form 8300

Featuring: Terri Harris from Dixon Hughes Goodman

Air Date February 15 2018
Program Length: 60 Minutes
SKU: DMB3

As with everything involving U.S. tax law… The Devil is in the Details

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Preventing Sexual Harassment in the Dealership

Featuring: Charlie Feuss J.D.

Air Date: January 25 2018
Program Length: 60 Minutes
SKU: DMA4

We can credit raunchy business leaders, entertainers and politicians for creating the “#MeToo” movement. Question: Is there a pattern of similar abuse within your business?

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How to Manage Auto Dealership Online Reviews

Featuring: Jon Eyre & Matt Boyce of Podium

Air Date: January 11 2018
Program Length: 60 Minutes
SKU: DMA2

Positive Online Reviews not only drive car-buying traffic, but enhance your profile on sites like Google, Cars.com, DealerRater and Edmunds

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U.S. Tax Reform - What’s In There for Auto Dealers?

Featuring: Joseph Magyar CPA & Natalie Frenier CPA from Crowe Horwath

Air Date:  January 4 2018
Program Length: 60 Minutes
SKU: DMA1

Dealership Tax Experts Dissect the Trump Administration’s Tax Reforms… focus on Tax Implications for Auto Dealerships & Dealers

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Building a BDC to Boost Service & Parts Profits

Featuring: Joni Stuker

Air Date: December 14 2017
Program Length: 60 Minutes
SKU: DLL2

A detailed discussion of how to apply this tested & proven business-building process to help fuel service and parts growth!

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Succession/Exit Part 2: Maintaining Income & Control While Engaging in a Gifting Strategy

Featuring: Don Hannahs, CFP® & Chris Dionot, J.D. (Licensed not practicing) of Planning Solutions Group, LLC

Air Date: November 30 2017
Program Length: 60 Minutes
SKU: DLK5

Pros and Cons of Gifting to the Next Generation While You Live or After Your Passing

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Fighting Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Management

Featuring: Jodi Kippe & Steve Wojcicki, CPA

Air Date: November 16 2017
Program Length: 60 Minutes
SKU: DLK3

Gross margins have been shrinking in 2017 for auto dealers. At the same time your cost of doing business is on the rise. It is time to re-focus on ways to at least slow down those two alarming trends.

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How to Attract & Reward Key Employees Via Compensation, Profit Participation and/or Ownership

Featuring: Joe Magyar and Tim Daum from Crowe Horwath

Air Date: November 2 2017
Program Length: 60 Minutes
SKU: DLK1 

This presentation will not only discuss how to compensate and attract top talent for acquisitions, but will also explore creative ways to reward and incentivize important key managers.

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Forecasting – Why Fresh Ideas and New Perspectives are Needed for Success in 2018

Featuring: Brooke Samples of Profit Blueprints

Air Date: October 26 2017
Program Length: 60 Minutes
SKU: DLJ4

If you want growth in 2018 you need to seek and embrace change. Brooke Samples’ advice: “Fire yourself and then re-hire the you you always wanted to be!”

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Successful Succession Planning for Today’s Auto Dealers

Featuring: Don Hannahs of Planning Solutions Group

Air Date: October 5 2017
Program Length: 60 Minutes
SKU: DLJ1

As more and more “boomer” auto dealers start looking to the next chapter in their lives, the need for a well thought out succession plan becomes an immediate emergency. This session will examine your challenges and opportunities.

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Basics Of Employee Handbooks in Auto Dealerships Today

Featuring: Charles Feuss, J.D

Air Date: September 14 2017
Program Length: 60 Minutes
SKU: DLI2

If it has been years since updating your Employee Handbook, you could be seeking rather than avoiding problems… Big and Small.

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In-House Process for Preparing Future GMs and Dealers for Your Auto Group

Featuring: Steve Nickelsen of Nickelsen/DealersEdge

Air Date: September 7 2017
Program Length: 60 Minutes
SKU: DLI1

New alternative provides a “grow your own” approach to successfully identify and prepare “bench strength” to fuel group expansion and/or Dealer succession.

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Mega-Trends Impacting Auto Retail Today… Highlights from the Haig Report

Featuring: Alan Haig, Founder & President of Haig Partners

Air Date: August 24 2017
Program Length: 60 Minutes
SKU: DLH4 

Maintaining the elevated level of profits enjoyed by new car dealers in recent years has become increasingly difficult. However, trends noted in the Haig Report also hold promise for tax relief, multiples and ROI. The party is not over yet!

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New Spear Phishing Threats and Tips to Reduce the Risk of an Attack at Your Dealership

Featuring: Erik Nachbahr of Helion Technologies

Air Date:  August 10 2017
Program Length: 60 Minutes
SKU: DLH2

Hackers & Identity Thieves get more sophisticated… achieving trust via information found on Social Media- Auto dealerships are an attractive target.

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How to Detect and Prevent Internal Theft

Featuring: Brooke Samples

Air Date: June 22 2017
Program Length: 90 Minutes
SKU: ELF4

It is almost always the long-term and very trusted employee that ends up stealing the most. Common sense detection and prevention techniques… 

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The Auto Controller WOW Factor - 5 Sure-Fire Ways to Create Quick Store-Wide Improvements

Featuring: Christine Andrews & Rob Campbell of Withum Smith & Brown

Air Date: June 8 2017
Program Length: 60 Minutes
SKU: DLF2


Counting the money is an important job. But Exceptional Controllers do so much more. Learn what you can implement today to bring quick bottom line improvement.

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Internet Ups: Guiding the Prospect from Email to Phone to Your Showroom

Featuring: Joni Stuker with Ryan Bongard

Air Date: May 4 2017
Program Length: 60 Minutes
SKU: DLE1

A practical guide to keep your prospects "in the net" until you can greet them on the showroom floor.

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Focusing on Talent Management to Improve Dealership Operations

Featuring: Kevin Baumgart

Air Date: May 11 2017
Program Length: 60 Minutes
SKU: DLE2

Buyers have Changed… Your People Need to Change Too to be Successful… How to Hire Winners.

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Telecom Technology Update: Cloud or Hardware…Which is Best for You

Featuring: Phillip Sherman

Air Date: April 13, 2017
Program Length: 60 Minutes
SKU: DLD2

Improvements in Telecom tech march on and dealership buyers need to stay current so you can be smart buyers of this vital business tool.

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The Power of a Blended BDC to Drive Sales for the Entire Dealership

Featuring: Joni Stuker

Air Date: March 16 2017 
Program Length: 60 Minutes 
SKU: DLC2

How to integrate Sales, Service and Parts into your BDC initiatives and multiply the value of your customer base.

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How to Control Your Marketing & Ad Budget Using Moneyball Strategies

Featuring: Jim Flint

Air Date: February 2 2017 
Program Length: 60 Minutes 
SKU: DLB1

How to stop wasting precious marketing budget on Low-ROI efforts!

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Ideal Pay Plans for General Managers

Featuring: Jeff Sacks

Air Date: January 26 2017 
Program Length: 60 Minutes 
SKU: DLA4

How to Strike the Right Balance of Reward, Motivation and Stability

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Questions & Answers About Service Advisors - Exempt or Non-Exempt - OT or No OT

Featuring: Charlie Feuss J.D…. Employment Attorney

Air Date: January 19 2017
Program Length: 60 Minutes 
SKU: DLA3 

Charlie Feuss will bring some clarity to these issues - murky for years - and getting murkier

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How to Get More Smart Data From Your DMS

Featuring: Brooke Samples of Profit Blueprints

Air Date: January 5 2017 
Program Length: 60 Minutes 
SKU: DLA1

How to Fine Tune Account Numbers, Journal Sources, Schedules and DOCs to Create Smarter & More Profit-Focused DMS Reporting

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Which Government Agencies are Targeting Auto Dealerships… And How to Reduce Your Exposure

Featuring: Max Zanan: from Total Dealer Compliance

Air Date: November 17, 2016 
Program Length: 60 Minutes
SKU: DKK3

Discover the Top Areas for Enforcement and Penalty Currently Costing Other Dealerships a Bundle! High Risk Areas for All Dealership Departments.

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Pay Per Click- How it Works- Basics of a Properly Managed PPC Campaign

Featuring: Chris Hill of Aronson Advertising

Air Date: November 3, 2016 
Program Length: 60 Minutes
SKU: DKK1

In the world of "Search" and even more so in the portion of that world know as "PPC", or Pay Per Click, the only constant is change.

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How to Forecast & Budget for a Potential Downturn

Featuring: Mark Ludwig of the ACAR Report

Air Date: October 27, 2016

Program Length: 60 Minutes
SKU: DKJ4

It's time to study how to forecast and budget for success even if the car market weakens in the next yearly cycle.
Forecasting for a rising market has always been a bit easier… But…are we due for a reversal? Should that be part of your planning process?

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

Featuring: Joni Stuker

Air Date: September 29, 2016 
Program Length: 60 Minutes
SKU: DKI5 

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.

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How to Use the Power of the Dealership's Career Site to Attract Talent and Reduce Costly Turnover

Featuring: Kevin Baumgart of Hireology

Air Date: September 8, 2016 
Program Length: 60 Minutes
SKU: DKI2 

The $370k Profit-Add Back Your Dealership Isn't Thinking About

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How to Turn Balance Sheet Profits into Hard Cash

Featuring: Brooke Samples

Air Date: August 11, 2016 
Program Length: 60 Minutes
SKU: DKH2 

Your Balance Sheet may influence the interest rates you pay or it may be difference between getting another dealership. 

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Cybersecurity - Evaluating Risk & Protecting Your 

Featuring: Joe Riccie CPA & Seth Danberry of Withum Smith & Brown

Air Date: August 4, 2016 
Program Length: 60 Minutes
SKU: DKH1 

Phishing, Spear-Phishing, Watering Hole Attacks, Ransomware, Man-in-the-Middle Attacks, Malware, Hacking, SQL Injections - Do you feel a headache coming on?

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How to Protect the Dealership Against Sudden DMS Price Increases and Policy Changes

Featuring: Paul Gillrie

Air Date: July 21, 2016 
Program Length: 60 Minutes
SKU: DKG3 

Sudden and unexpected price increases in Canada are often the precursor to the same in the U.S. according to Paul Gillrie. DMS policy changes also cause concern.