Tax Update Planning & Compliance for CFO and Tax Practitioner

Oct 25, 2021 1:15pm ‐ Oct 25, 2021 2:05pm

Identification: AUT2106

In this session we will review federal tax credits available to dealers, as well as the opportunity for state "workarounds" to limit federal tax, and close with a brief discussion of recent areas of IRS examination focus.  

Learning Objectives:
  • Identify planning opportunities related to state workarounds.
  • Gain a greater understanding of the federal tax credits currently available.
  • Review recent IRS examination focus
Category: Concurrent Session Onsite and Online

Tax Update from Capitol Hill

Oct 25, 2021 2:20pm ‐ Oct 25, 2021 3:10pm

Identification: AUT2108

This session will provide overview of proposed tax legislation, breaking guidance, and relevant tax cases that impact dealers as we approach year end and plan for 2022.

Learning Objectives:
  • Determine the status of tax related legislation in Congress, breaking guidance on enacted legislation, and relevant cases on current tax issues.
  • Identify the planning opportunities to consider related to current tax legislation.
Category: Concurrent Session Onsite and Online

How to Compare and Evaluate Reinsurance Programs - Sponsored by Portfolio

Oct 26, 2021 6:00am ‐ Oct 26, 2021 6:50am

Identification: AUT21ES3

What would you tell a client who asks your opinion about a reinsurance provider or structure? Join experts Alan Pouyat and Ryan Hanlon to review and discuss the critical components you must be aware of to properly advise your dealers, including remittance, funding, investment strategy, loans and reporting.

Learning Objectives:
  • Advise dealer clients on reinsurance structure selection.
  • Review key components of reinsurance company management and performance.
Category: Concurrent Session Onsite and Online

Forming a Dealer-Centric Alliance to Optimize the Highly Obtuse Merchant Processing System - Sponsored by Solutios, LLC

Oct 26, 2021 6:00am ‐ Oct 26, 2021 6:50am

Identification: AUT21ES4

Participants will learn the secrets to interchange and how to lower rates dramatically.

Learning Objectives:
  • How do the Card Brands Manipulate Rates to Impact Dealers Negatively
  • Why is Interchange not a Fixed Commodity -- How the Largest Merchants Control Pricing
  • How to improved batch and deposit reconciliation methods
  • The roll of the Point-of-Sale System in control merchant rates
  • Streamlining the workflow to minimize cashiering labor and improve CSI PCI Compliance Level II and the Self Assessment Questionnaire Process
Category: Early Riser (Onsite and Online)

Drivers of Today's Active Buy/Sell Market and Record Blue Sky Values

Oct 26, 2021 7:05am ‐ Oct 26, 2021 8:20am

Identification: AUT2109

The unique factors that made 2020 a record year for the buy/sell market have continued to gain momentum in 2021. This session will assess those factors and their sustainability as we look to the future of auto retail and the coming industry changes on the horizon. The presentation will also review the drivers of today's record buy/sell activity and blue sky values from both a buyer's and seller's perspective.

Learning Objectives:
  • Determine how 2021's record industry earnings are impacting transaction values today
  • Discover why more sellers are coming to market despite record profits
  • Identify the drivers of accelerating industry consolidation
  • Summarize the impact of electrification and other industry innovations on the buy/sell market
Category: General Session Onsite and Online

Fireside Chat: Paul Walser & Mike Stanton w/ Jason Stein

Oct 26, 2021 8:25am ‐ Oct 26, 2021 9:15am

Identification: AUT2110

Our industry is rapidly changing and will continue to change. We must and will adapt! COVID has required all of us to adapt in the auto industry and in the CPA profession. What will continue and what will we revert back too? What effect will the EV push have on our industry? How are you approaching the EV shift in your group? What are you as a dealer hearing on the chip and other parts shortages? What is current info on when production levels get back to historical levels? What are the other big issues from the dealer’s and NADA’s perspective?

Learning Objectives:
  • Industry, economic and global pandemics bring challenges and opportunities. Review insight on how a dealer-operator is continually adapting.
  • Recognize current NADA efforts and the role of the Dealer Chair. How can CFOs and CPAs help the cause?
Category: General Session Onsite and Online

Electrification - Evolving Dealership Real Estate

Oct 26, 2021 9:40am ‐ Oct 26, 2021 10:30am

Identification: AUT2111

A discussion about the impact of Battery Electric Vehicle (BEV) powertrain transitions, e-tailing, and other real estate considerations. We will explore the infrastructure investment required to support BEVs and PHEVs at your dealership and their potential impact on the profitability of operations. This discussion will further explore dealership property requirements to support the future of e-tailing, service, vehicle sourcing, and inventory management.

Learning Objectives:
  • Identify the kind of investment a dealer needs to make in their facilities to support future BEV products
  • How may my dealership's profitability be impacted as we sell more BEVs (new vehicle margins, service frequency and service gross)?
  • Determine the current status of BEV sales and how fast it will grow
  • At what pace will nation wide infrastructure grow to support the coming BEV fleet?
Category: General Session Onsite and Online

Auto Industry and Economic Update

Oct 26, 2021 11:30am ‐ Oct 26, 2021 12:20pm

Identification: AUT2112

Dr. Manzi will provide an overview and outlook of the U.S. Auto Industry and discuss the state of the American economic recovery from the COVID-19 pandemic.

Learning Objectives:
  • Determine the impact and timing of the chip shortage on the U.S. Auto Industry
  • Discover how COVID-19 has affected U.S. franchised auto dealerships
Category: General Session Onsite and Online

The Future of Automotive Retail: Big Themes That Will Affect Dealerships

Oct 26, 2021 12:45pm ‐ Oct 26, 2021 2:00pm

Identification: AUT2113

There will be more change in the automotive space in the next 10 years than we have witnessed in the past 100.

Attend this session to understand the macro trends affecting automotive dealerships.

We will explore the big themes, the impact on dealerships, and how best to prepare for a resilient future.

Learning Objectives:
  • Explore the large macro themes that will impact automotive retailing
  • Determine how best to prepare for the ambiguity and change coming to the industry
Category: General Session Onsite and Online

Dealer Accounting on The Cloud - Sponsored by Tekion

Oct 26, 2021 2:05pm ‐ Oct 26, 2021 2:55pm

Identification: AUT2114

Modernize your operations with true cloud technology. In this session, we will explore the complexities of doing business in today’s environment and how increasing accessibility and visibility to the entire organization will help you improve efficiencies and performance.

Learning Objectives:
  • Review the difference between cloud-hosted vs. cloud-built technology
  • Grow at scale through accessibility - do more with less resources
  • Improve visibility - bridge the gap between CPA spreadsheets and owner interpretation of data
Category: General Session Onsite and Online