Packages Display Packages

This includes sessions from the conference: 2022 AICPA & CIMA Dealership Conference

Sessions Included:

Work Redefined: Work as we know it is changing — here’s how your dealership can win (Oct 27, 2022 08:00 AM)

Fireside Chat (Oct 27, 2022 09:05 AM)

State Tax Compliance and Planning Opportunities (Oct 27, 2022 10:50 AM)

Centralized Accounting Office - Best Practices for Consolidation (Oct 27, 2022 10:50 AM)

Tax Update for Dealership CFO's and Non-Tax Professionals (Oct 27, 2022 12:40 PM)

Benchmarking and Department Reporting (Best Ideas from 20 Groups) (Oct 27, 2022 12:40 PM)

Accounting & Auditing Update (Oct 27, 2022 02:25 PM)

CFO Panel: Ask the Experts (Oct 27, 2022 02:25 PM)

Building a Dealership Group That Will Thrive in the Future (Oct 27, 2022 03:50 PM)

Opening Remarks | Inclusion is Good for Business (Oct 28, 2022 08:00 AM)

The Future of Automotive Retail (Oct 28, 2022 09:30 AM)

Where are you in the Charge Across America? What Consumers and Businesses Need to Know to Make the Jump to EVs (Oct 28, 2022 10:55 AM)

Using Private Aircraft to Grow or Manage a Dealership: Understanding the Tax Opportunities in 2023 and Beyond (Oct 28, 2022 12:45 PM)

Legal Update- Current Legal Operating Issues (Oct 28, 2022 12:45 PM)

Economic Update (Oct 28, 2022 02:05 PM)

Dealer Family Succession Planning: Role of the CPA & Controller (Oct 28, 2022 02:05 PM)

Challenges of Reconciling Parts and Accounting, presented by Total Dealer Solutions (Oct 28, 2022 03:30 PM)

Impact of Reinsurance When Evaluating a Dealership Purchase/Sale, presented by Portfolio (Oct 26, 2022 03:00 PM)

What Dealers Need To Know About The New FTC Safeguards Rule, presented by Helion (Oct 27, 2022 07:00 AM)

FINTECH – A New Age in Digital Payments, presented by Solutios (Oct 27, 2022 07:00 AM)

Dealer Accounting on The Cloud, presented by Tekion (Oct 28, 2022 07:00 AM)

Gear Up for Tax Savings: What Dealership Professionals Must Understand for 2022, presented by Capstan (Oct 28, 2022 07:00 AM)

TECH DEMO #2 - Tekion Pay: Payments the Unified Way, presented by Tekion (Oct 27, 2022 02:00 PM)

TECH DEMO #1 - Parts Pad to GL Zero Variance Is Possible, presented by Total Dealer Solutions (Oct 27, 2022 10:25 AM)

TECH DEMO #3 - Loaner Fleet Optimization - Closing the Cost Gap, sponsored by Solutios (Oct 28, 2022 01:40 PM)

Compliance Concerns While Maximizing Profitability

Oct 26, 2022 12:00pm ‐ Oct 26, 2022 12:50pm

Identification: AUT22101

What you need to know about compliance that will help you to grow your profits.

Learning Objectives:
  • Recognize the essence of compliance
  • Identify how compliance can become an extremely important cornerstone to profits


Category: Pre-Conference Optional Workshops Additional Fee

Property & Casualty Insurance Marketing

Oct 26, 2022 1:00pm ‐ Oct 26, 2022 1:50pm

Identification: AUT22102

When was last time you shopped the dealership's Property/Casualty Insurance? This session will focus on proactively managing the property/casualty insurance renewal process.

Learning Objectives:
  • Apply Vendor Management
  • Compare RFP Market Selection
  • Calculate Loss Experience Evaluation
  • Analyze Bid Results
  • Identify Policy Verification
  • Distinguish F&I Vendor/Reinsurance Marketing Needs


Category: Pre-Conference Optional Workshops Additional Fee


Oct 26, 2022 2:00pm ‐ Oct 26, 2022 2:50pm

Identification: AUT22103

Key items we learned from COVID and how to manage them in the post-COVID world.

Learning Objectives:
  • Identify important and sometimes discrete changes to the dealer workplace during and following the COVID shutdown
  • Recognize which changes are likely to remain in place for the foreseeable future
  • Assess and evaluate legal questions presented by these developments


Category: Pre-Conference Optional Workshops Additional Fee

Impact of Reinsurance When Evaluating a Dealership Purchase/Sale, presented by Portfolio

Oct 26, 2022 3:00pm ‐ Oct 26, 2022 3:50pm

Identification: AUT22SS01

The pace of mergers and acquisitions in the auto retail space continues to accelerate with no signs of slowing. CPAs whose clients buy and sell dealerships know reinsurance and profit participation are critical components of accurate valuation and post-transaction planning. Join experts Alan Pouyat and Rob Walker for a comprehensive checklist of considerations and a detailed sample GAAP valuation.

Learning Objectives:
  • Recall how to properly valuate and project earnings for dealership enterprises with reinsurance/profit participation programs.
  • Identify a comprehensive checklist relating to structure, termination and runoff fees, products, claims and risk mitigation.


What Dealers Need To Know About The New FTC Safeguards Rule, presented by Helion

Oct 27, 2022 7:00am ‐ Oct 27, 2022 7:50am

Identification: AUT22SS02

The FTC has updated the Safeguards Rule under the Gramm-Leach-Bliley Act (GLBA). This update requires dealerships to strengthen their cyber defenses to better protect

Learning Objectives:
  • Identify the most important elements of the new Safeguards Rule.
  • Recognize which elements of the Safeguards Rule are option.


FINTECH – A New Age in Digital Payments, presented by Solutios

Oct 27, 2022 7:00am ‐ Oct 27, 2022 7:50am

Identification: AUT22SS03

Will review how digital payments is evolving into today's FINTECH space and how this will impact the franchise automotive dealer.  Case study on title/tag/deal digital reimbursement automation -- dealer group eliminating 100,000+ annual checks saving over $500K in annual expenses -- escheatment compliant!  AP Automation -- learn how to earn to streamline processes and earn rebates.  Fully automated Treasury management and enterprise cash reconciliation.  

Learning Objectives:
  • Identify how to build a dealer collective to drive down merchant rates -- new POS tools and how to deploy remote payments and Customer Present compliant credit card, eCheck and ACH transactions.
  • Use Accounts Payable automation -- migrating from traditional check to digital payment solutions -- ACH, pay forward and VCard.
  • Analyze fleet management for dealer/loaner optimization.
  • Determine how to drive down costs by better fleet utilization and collection of customer fees (e.g., daily rental, mileage overage, fuel, tolls and other misc. expenses). Auto posting and batch reconciliaiton
  • Analyze how to automate payment processes, fully paperless, use of auth to eliminate Card-Not-Present downgrades, full DMS integration to eliminate data entry and streamline batch posting


Work Redefined: Work as we know it is changing — here’s how your dealership can win

Oct 27, 2022 8:00am ‐ Oct 27, 2022 9:00am

Identification: AUT2201

The pandemic served as a catalyst for a permanent redefinition of work as we know it. Given the changes made in March of 2020 across the auto industry, many workers realized that work doesn’t have to interfere with their personal lives. And on top of that, the steady rise in gig economy work has made it so workers truly can choose their own schedules and define what flexibility means for them. So as an employer looking to hire, this means that on top of competing with other dealerships or other businesses in the area, you’re competing with people’s ability to work for themselves. In this session, Adam Robinson, CEO of Hireology will dig into exactly what people expect from work and how you can redesign your jobs and adjust your hiring processes accordingly.

Learning Objectives:
  • Evaluate key priorities among today’s job seekers
  • Formulate fresh and effective hiring techniques to your current strategy
  • Reconstruct your jobs and corresponding offerings
  • Assess today’s pandemic-induced recruiting and hiring challenges


Fireside Chat

Oct 27, 2022 9:05am ‐ Oct 27, 2022 10:20am

Identification: AUT2202

Join us as Matt Bowers, President & Chairman of Matt Bowers Automotive Group, discusses success stories, best practices, and the operational challenges during the recent pandemic.

Learning Objectives:
  • Identify how industry, economic and global pandemics bring challenges and opportunities
  • Recall insights on how a dealer-operator is continually adapting


TECH DEMO #1 - Parts Pad to GL Zero Variance Is Possible, presented by Total Dealer Solutions

Oct 27, 2022 10:25am ‐ Oct 27, 2022 10:50am

Identification: AUT22TD1

No more spot checking invoices at random, manually comparing invoices to packing slips, or a hectic month end or annual physical trying to figure out issues. PartsRec makes your life easier by giving you the tools to automate this process, saving you time, ensuring the accuracy of your inventory, and reducing your risk, because with PartsRec you can track your variance down to the part down to the penny.

Learning Objectives:
  • Learn how our software catches daily errors in both parts and accounting
  • Learn how to improve parts accuracy and increase sales
  • Learn how PartsRec can stream line the parts and core returns process ensuring you never miss a credit owed to you and give efficiency back to the Parts Manager


State Tax Compliance and Planning Opportunities

Oct 27, 2022 10:50am ‐ Oct 27, 2022 11:40am

Identification: AUT2203

In this session we will explore developments in state and local tax including state tax nexus and apportionment. We will also review the new state pass-through entity tax elections, as well as discuss sales tax and residency considerations.

Learning Objectives:
  • Analyze state tax nexus including economic nexus considerations.
  • Apply knowledge of state apportionment and unitary and combined filing requirements.
  • Assess the potential benefit of state pass-through entity tax elections.
  • Identify developments in state and use tax.