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2009 - Present

DEALERSEDGE VAULT CATALOG

All Topics for Senior Managers

Each Topic Provided in These Formats...
Streaming Video, Streaming Audio, Audio Downloads, PDF Executive
Summaries and PDF of Presentation Slides

Resource Topic
Expert
Year
Events
July 29 Checklist: Warranty Audit Prevention and Self-Examination
Rob Campbell
2021
ARCHIVED How Management by Checklist Can Improve Productivity and Reduce Job-Related Stress
Brooke Samples
2021
ARCHIVED Checklist For Dealership Accounting Managers
Brooke Samples
2021
ARCHIVED May 13 Checklists: General Managers as Change Agents
Ed French
2021
May 20 Encore! Understanding the Automotive Financial Statement for GMs and Dealership Department Managers
Brooke Samples
2021
ARCHIVED June 3 Checklist: Dealership Cyber Security Defense
Erik Nachbahr
2021
Popular Uploads
Effective Pay Plan Formulas that Achieve Results
Jeff Sacks
2021
Internal Dealership Controls to Prevent Theft and Embezzlement
Jeremy Epstein & Maya Sutanto
2021
Recent Uploads
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