Topic Index Senior Management All

2009 - Present

DEALERSEDGE VAULT CATALOG

All Topics for Senior Managers

Each Topic Provided in These Formats...
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Summaries and PDF of Presentation Slides

Resource Topic	Expert	Year
Popular Uploads
Effective Pay Plan Formulas that Achieve Results	Jeff Sacks	2021
Understanding the Automotive Financial Statement for GMs and Dealership Department Managers	Brooke Samples	2021
Internal Dealership Controls to Prevent Theft and Embezzlement	Jeremy Epstein & Maya Sutanto	2021

Recent Uploads
ARCHIVED January 13 Legal Challenges for Auto Dealers in 2022	Eric Chase	2022
ARCHIVED January 6 New FTC Safeguard Rules Become Mandatory in 2022	Erik Nachbahr	2022
ARCHIVED December 9 New Ideas for Overcoming Staff & Inventory Shortages	Brooke Samples	2021
ARCHIVED November 11 How to Shrink & Control W.I.P. for Controllers	Rob Campbell	2021
ARCHIVED October 28 Check List: Dealership TeleCom Options and Choices	Phillip Sherman	2021
ARCHIVED October 14 Checklist: Switching DMS Vendors	Stefan Drechsel	2021
ARCHIVED September 23 LIFO Reserves to be Big Issue – 2021 Taxes	Brian Wallace Rob Campbell	2021
ARCHIVED September 9 Checklist: Buy… Sell… or Hold Decisions 2021	Alan Haig	2021
ARCHIVED June 3 Checklist: Dealership Cyber Security Defense	Erik Nachbahr	2021
ARCHIVED May 13 Checklists: General Managers as Change Agents	Ed French	2021
ARCHIVED April 22 Checklist For Dealership Accounting Managers	Brooke Samples	2021
ARCHIVED April 15 How Management by Checklist Can Improve Productivity and Reduce Job-Related Stress	Brooke Samples	2021
How SPACs May Soon Influence Dealership Consolidation and Buy/Sells	Stuart McCallum	2021
VISA/MC Class Action Settlement and Recovery… What Auto Dealers Need to Know	Ken Staab & Mark Perlow	2021
Trends Impacting Automotive Retail in 2021	Alan Haig	2021
End-of-Year Accounting Process and Checklist	Philip Craft CPA and Christine Andrews	2020
Tax Planning: Unique & New Tips for 2020-21	Brian Wallace CPA and Rob Campbell	2020
Golden Handcuffs: How to Attract, Reward and Keep Key Managers	Joe Magyar and Veena Murthy	2020
Habits and Practices of the Exceptional Automotive Controller	Christine Andrews and Rob Campbell	2020
Forecasting – What Must Change for Dealership Growth in 2021	Brooke Samples	2020
How Digital Marketing Has Changed Post-COVID	Glenn Pasch	2020
Back to Basics: How to Explain and Reconcile Sales Gross Calculations… CRM vs Accounting	Christine Andrews & Rob Campbell	2020
CARES ACT & PPP Update June 18	Kevin Gilbreath & Stephen Bedell	2020
New Normal: Legal Obligations and Duties for Auto Dealers	Eric Chase J.D.	2020
PPP Loan Forgiveness Calculation Form May 26	Kevin Gilbreath & Stephen Bedell	2020
Mid-Stream Changes & Requirements COVID-19 Economic Relief CARES Impact and Tax Aspects for Dealerships	Kevin Gilbreath & Stephen Bedell	2020
April 23 Keep the Balance Sheet Health Identify and Liquify Your Frozen Assets	Christine Andrews & Rob Campbell	2020
COVID-19 Economic Relief – CARES Impact and Tax Aspects for Dealerships	Joe Magyar & Stephen Bedell	2020
Health Check: Dealership Process for IRS Form 8300	Christine Andrews & Rob Campbell	2020
What Auto Dealers Can Learn from Dealership Analytics & “Moneyball” Strategies	Rob Ristagno	2020
Health Check: Dealership Accounts Receivable	Christine Andrews & Rob Campbell	2020
Legal Challenges for Auto Dealers in 2020	Eric Chase, J.D	2020
Effective Labor Rate Management & Control	Ed Kovalchick	2020
Everything Auto Dealers Need to Know about IRS Form 1099	Rob Campbell & Nicole DeRosa, CPA	2019
End-of-Year Accounting… Process and Checklist	Rob Campbell	2019
Health Check: Dealership TeleCom Choices	Phillip Sherman	2019
Navigating the Dealership Business in Volatile Times	Alan Haig	2019
Health Check: Dealership Accounts Payable	Christine Andrews & Rob Campbel	2019
Health Check: Warranty Administration	Rob Campbell	2019
Health Check: Automotive Digital Marketing	Glenn Pasch	2019
Health Check: General Manager’s Office	Jeff Sacks	2019
Health Check: Dealership Cyber Security	Erik Nachbahr	2019
Health Check: Taking Stock of Your F&I Department	Becky Chernek & Ted Ings	2019
Health Check: BDC Organization & Effectiveness	Joni Stuker	2019
How Auto Dealers are Benefitting from “Ride-Share” Drivers	Brian Benstock	2019
Dealership Accounting Office Health Check	Brooke Samples	2019
Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Mgt	Jodi Kippe & Steve Wojcicki, CPAs	2019
Internal Dealership Controls to Prevent Theft and Embezzlement	Jeremy Epstein Maya Sutanto	2019
Planning for Huge Changes in Auto Retailing	Alan Haig	2019
The Legal Minefield for Auto Dealers in 2019	Eric Chase, J.D	2019
How to Find, Hire and then Keep Highly Productive BDC Reps	Joni Stuker	2018
Aligning Dealership Pay Plans to the Labor Market & Economy of 2019	Brooke Samples	2018
Accounting Consolidation for Multi-Location Dealer Groups	Jodi Kippe & Kara Perkins	2018
7 Point Checklist for CRM Choice & Due Diligence	Stefan Drechsel	2018
Accounting Best Practices: Mastering the One-Day End-of-Month Closing	Brian Brueggeman, CPA	2018
Fearless Firing…Effective, Confident, Humane	Charles Feuss J.D	2018
How F&I Reinsurance Provides Value after Tax Reform	Joe Magyar	2018
Keeping Pace with New Technologies for the Auto Dealership	Erik Nachbahr	2018
A Scientifically Proven & New Look at Fixed Ops Pay Plans	Ray Branch	2018
6 Internal Theft Scams that were Surprisingly Successful	Christine Andrews & Rob Campbell	2018
Auto Technicians: Finding, Recruiting & Training for Today and the Future	Ed Kovalchick	2018
Mega-Trends Impacting Auto Retail In 2018… Highlights from the Haig Report	Alan Haig	2018
The Habits & Practices of the Exceptional General Manager	Jeff Sacks	2018
Due Diligence Essentials for Buyers and Sellers	Thomas England & Jonathan Wilke CPAs	2018
Why Many Dealership BDCs Fall Short & How to Fix It	Joni Stuker	2018
Auto Dealership Staffing Metrics	Brooke Samples	2018
Business Math and Financial Analysis for Service Managers	Rob Campbel	2018
IT Horror Stories - Breaches Costing Auto Dealers Big Losses of Data and Money	Erik Nachbahr	2018
Understanding the Automotive Financial Statement for GMs and Dealership Department Managers	Brooke Samples	2018
What Auto Dealers Need to Know about IRS Form 8300	Terri Harris	2018
Preventing Sexual Harassment in the Dealership	Charlie Feuss J.D.	2018
How to Manage Auto Dealership Online Reviews	Jon Eyre & Matt Boyce	2018
U.S. Tax Reform - What’s In There for Auto Dealers?	Joseph Magyar CPA & Natalie Frenier CPA	2018
Building a BDC to Boost Service & Parts Profits	Joni Stuker	2017
Succession/Exit Part 2: Maintaining Income & Control While Engaging in a Gifting Strategy	Don Hannahs, CFP® & Chris Dionot, J.D	2017
Fighting Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Management	Jodi Kippe & Steve Wojcicki	2017
How to Attract & Reward Key Employees Via Compensation, Profit Participation and/or Ownership	Joe Magyar and Tim Daum	2017
Forecasting – Why Fresh Ideas and New Perspectives are Needed for Success in 2018	Brooke Samples	2017
Successful Succession Planning for Today’s Auto Dealers	Don Hannahs	2017
Basics Of Employee Handbooks in Auto Dealerships Today	Charles Feuss, J.D	2017
In-House Process for Preparing Future GMs and Dealers for Your Auto Group	Steve Nickelsen	2017
Mega-Trends Impacting Auto Retail Today… Highlights from the Haig Report	Alan Haig	2017
New Spear Phishing Threats and Tips to Reduce the Risk of an Attack at Your Dealership	Erik Nachbahr	2017
How to Detect and Prevent Internal Theft	Brooke Samples	2017
The Auto Controller WOW Factor - 5 Sure-Fire Ways to Create Quick Store-Wide Improvements	Christine Andrews & Rob Campbell	2017
Internet Ups: Guiding the Prospect from Email to Phone to Your Showroom	Joni Stuker	2017
Focusing on Talent Management to Improve Dealership Operations	Kevin Baumgart	2017
Telecom Technology Update: Cloud or Hardware…Which is Best for You	Phillip Sherman	2017
The Power of a Blended BDC to Drive Sales for the Entire Dealership	Joni Stuker	2017
How to Control Your Marketing & Ad Budget Using Moneyball Strategies	Jim Flint	2017
Ideal Pay Plans for General Managers	Jeff Sacks	2017
Questions & Answers About Service Advisors - Exempt or Non-Exempt - OT or No OT	Charlie Feuss J.D	2017
How to Get More Smart Data From Your DMS	Brooke Samples	2017
Which Government Agencies are Targeting Auto Dealerships… And How to Reduce Your Exposure	Max Zanan	2016
Pay Per Click- How it Works- Basics of a Properly Managed PPC Campaign	Chris Hill	2016
How to Forecast & Budget for a Potential Downturn	Mark Ludwig	2016
How to Find, Hire and then Keep Highly Productive BDC Reps	Joni Stuker	2016
How to Use the Power of the Dealership's Career Site to Attract Talent and Reduce Costly Turnover	Kevin Baumgart	2016
How to Turn Balance Sheet Profits into Hard Cash	Brooke Samples	2016
Cybersecurity - Evaluating Risk	Joe Riccie CPA & Seth Danberry	2016
How to Protect the Dealership Against Sudden DMS Price Increases and Policy Changes	Paul Gillrie	2016
Accounting Office Consolidation for Multi-Location Dealer Groups	Jodi Kippe & Kara Perkins	2016
Service Price vs Value: How to Win Over Your Customers and Your Service Advisors	Rob Campbell	2016
Prospecting: How to Generate 1/3 of Your Monthly Sold Vehicles from this Category	Joni Stuker	2016
"Geo-fencing" Offers Auto Dealers Amazing Access to Cell Phones of Customers and Prospects	John Possumato	2016
Tips on How and Why to Hire Millennials (Gen Y) for Your Auto Group or Store	Kevin Baumgart	2016
How, Why & When to Create Your Own Captive Insurance Company	Kevin Gilbreath, CPA, CFP	2016
Independent Auto CRMs vs. DMS CRMs? How to Make an Informed Choice… Which is a Better?	Stefan Drechsel	2016
Expense Control…When Sales are Soaring… Many Lose Focus on Controlling the Controllable	Brooke Samples	2016
How Your Dealership Business Plan May be Eroding the Value of Your Automotive Enterprise	Stuart McCallum & Steve Schumacher, ASA, CPA	2016
Guiding Your Team to Success… The Management Magic of One-on-One Coaching	Steve Nickelsen	2015
Dealership Valuation - "Blue Sky" is Not What It Used to Be	Steve Schumacher, CPA, ASA & Stuart McCallum	2015
High Customer Expectations! Earning Great CSI & Retention in the Face of Sky-High Customer Standards	Greg Criss	2015
Labor Law Basics for Car Dealers… 4 Things You Need to Know	Charles Feuss J.D.	2015
Dealership IT Managers - 5 Top Sure-Fire Bottom Line Builders	Erik Nachbahr	2015
General Managers - 5 Top Sure-Fire Bottom Line Builders	Jeff Sacks	2015
BDC Managers - 5 Top Sure-Fire Bottom Line Builders	Joni Stuker	2015
Expense Control - How to Benefit with a "Sourcing Plan"	Doug Austin	2015
Top 10 Digital Marketing Mistakes for Auto Dealers	Nan Mossey	2015
Dealership Controllers: How to Financially Triage and Cure Poor Performance in Key Departments	Rob Campbell & Christine Andrews	2015
How to Reconcile & Explain Differences Between the Sales/CRM Gross and the Accounting Gross	Sandi Jerome	2015
Habits & Practices of Exceptional BDC Managers	Joni Stuker	2015
All Dealership Mgrs: How to Coach Your Team to Success… Easy to Follow Process for Record-Breaking Results	Steve Nickelsen	2014
Effective Pay Plan Formulas that Achieve Results	Jeff Sacks	2014
The 5 Key Habits of Super Star Controllers & Office Managers	Sandi Jerome	2014
Benchmarks and Key Performance Indicators… A Deeper Look at this "Every Manager" Tool	Brooke Samples	2014
Effective Dealership BDCs… What's Working & What to Avoid	Joni Stuker	2014
Driving Dealership Profit - Five Key Factors Holding You Back…and How to Fix Them Now!	Sandi Jerome	2014
How to Use "Captive Insurance" to Manage Risk… Generate Cash Flow & Tax Benefits	Joe Magyar CPA	2014
New NLRB "Quickie Election" Rules Make Dealers Vulnerable…What to do when the Union comes knocking	Steven Bernstein J.D.	2014
What's New in Pre-Employment Screening…Background Checks and Interviewing Just Got Tougher	Charles Feuss J.D.	2014
Dealership Financial Statement Analysis - The Advanced Course	Ron Sompels CPA	2014
Coping with Tougher Dept of Labor - Wage & Hour Enforcement…What Car Dealers Need to Know	Phillips, J.D.	2014
How to Plan & Conduct a Strategic Planning Process A Six-Step Process that Insures Results	Steve Nickelsen	2014
How to Run your Store(s) by the Numbers…The Data-Driven Advantages of Operational vs Financial Analysis	Sandi Jerome	2014
How to Match Service Marketing to Your Service Process for Maximum ROI	Don Reed	2014
How to Avoid the Costly Threats from Pirated Software Audits and Criminal Crypto Viruses	Erik Nachbahr	2013
LinkedIn for Auto Dealerships…How to Build, Maintain and Safely Market to Your Contact Network	Stephen Murphy	2013
Google Adwords…Tricks of the Trade to Get the Best Bang for your Digital Ad Bucks	Nan Mossey	2013
Key Performance Indicators - The "Keys" to Professional Dealership Management & Growth	Jeff Sacks	2013
How to Harness 21st Century Technology for Increases in Staff Efficiency, Computer Security & Cost Control	Erik Nachbahr	2013
How to Generate Your Own Sales Leads by Effective Prospecting Via the BDC and Beyond!	Joni Stuker	2013
How to Avoid the Bermuda Triangle of Advertising Expense in Your Dealership or Group	Jim Flint	2013
Do-It-Yourselfer’s Guide to Reducing Online Marketing Expenses (and How to Do More with What You Do Spend)	Adam Gillrie	2013
What Variable Department Managers Need to Know About the Financial Statement	Sandi Jerome	2013
Social Media Policy Update - The Rules Have Changed Again!	Penelope Phillips, J.D.	2013
Advanced Google Analytics for Auto Dealerships - Updated for 2013	Brian Pasch	2013
De-Mystifying Social Media Marketing for Auto Dealerships	Christine Rochelle / Darrah Raneri	2013
Back by Popular Demand -- Basic Google Analytics 101 for Auto Dealers – How to Get Started!	Glenn Pasch	2013
Sales Tax Audits in Dealerships… Large 6 & 7-Figure Judgments are Becoming More Common- Prepare Now!	Joseph Roznai, CPA	2013
How to Analyze Your DMS Billing and Systematically Reduce Costs!	Paul Gillrie	2012
Best Practices for Using Benchmarks to Drive Improved Dealership and Departmental Results	Phil Kent: CPA	2012
What Dealers, GMs and Controllers Need to Know About the Parts Dept! And why Parts Mgrs need to keep them informed!	Mark Payne	2012
How Lead Controllers/CFOs Can Master the Management of Multiple Dealer Group Locations and Staffs	Sandi Jerome	2012
Twitter for Car Dealers 101: How to Generate Site Traffic and Leads	Brittany Richter	2012
How to Safeguard Your DMS - FTC Enforces Against Georgia Dealer Because of "P2P" Software Exposed Consumer Data	Erik Nachbahr	2012
Business Development Centers - Industry Best Practices	Cory Mosley	2012
When Hiring- Pre-Employment Process - Pick the Right Candidate	Penny Phillips, J.D.	2012
Financial Statement Analysis for Dealership Department Managers	Ron Sompels	2012
How to get to 30% Net-to-Gross…A Plan Based on Dealership Case Studies	Steve Nickelsen	2012
How to Maximize the Value of Your Dealership or Dealer Group	Kevin R. Yeanoplos	2011
How to Analyze Your DMS Billing and Systematically Reduce Costs!	Mike Nicholes	2011
Managing & Selling to Gen “Y” in the Dealership & Why it’s Important	Mark Rikess	2011
Car Dealers and the Family and Medical Leave Act	Penny Phillips	2011
Dealership Expense Evaluation and Control – Sandi Jerome Style	Sandi Jerome	2011
Tips and Tactics for Converting Phone Ups to Appointments	Jerry Thibeau	2010
How to Analyze Your DMS Billing and Systematically Reduce Costs!	Sandi Jerome	2010
Nine Myths & One Truth about Dealership Insurance	Roger Beery	2010
Unclaimed Property Audits Target Auto Dealers	Marc Grossman, J.D., LL.M	2010
Getting a Grip on Dealership Energy Expenses	Robert Davis	2010
How to Get Your Banker to Say Yes!	Dave Jarrett and Jodi Kippe	2010
Creating a Compensation Plan for your Dealership - Plus What's New in Pay Plans	Mike Bowers	2009

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