Thumbnail for 2022 AICPA & CIMA Dealership Conference

2022 AICPA & CIMA Dealership Conference

$37900
Standard Price

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

Products

  • Thumbnail for Impact of Reinsurance When Evaluating a Dealership Purchase/Sale, presented by Portfolio
    Date
    October 26, 2022

    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.

    Speakers

    Speaker Image for Alan Pouyat
    Executive VP of Dealer Development, Resources Management Group/Portfolio
    Speaker Image for Rob Walker
    Managing Director, Portfolio
    $4900
    Standard Price
  • Thumbnail for What Dealers Need To Know About The New FTC Safeguards Rule, presented by Helion
    Date
    October 27, 2022

    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

    Speaker

    Speaker Image for Erik Nachbahr
    President & Founder, Helion Technologies Inc.
    $4900
    Standard Price
  • Thumbnail for FINTECH – A New Age in Digital Payments, presented by Solutios
    Date
    October 27, 2022

    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.  

    Speakers

    Speaker Image for Andrew Carrington
    Co-Founder, President, Solutios, Inc.
    Speaker Image for Todd Stone
    Managing Director, Fintech Vertical Sales, FIS
    $4900
    Standard Price
  • Thumbnail for Work Redefined: Work as we know it is changing — here’s how your dealership can win
    Date
    October 27, 2022

    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.

    Speaker

    Speaker Image for Adam Robinson
    Co-Founder & CEO, Hireology
    $4900
    Standard Price
  • Thumbnail for Fireside Chat
    Date
    October 27, 2022

    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.

    Speaker

    Speaker Image for Matt Bowers
    President & Chairman, Matt Bowers Auto Group
    $4900
    Standard Price
  • Thumbnail for TECH DEMO #1 - Parts Pad to GL Zero Variance Is Possible, presented by Total Dealer Solutions
    Date
    October 27, 2022

    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.

    Speaker

    Speaker Image for Mark Payne
    Owner/CEO, Total Dealer Solutions
    $4900
    Standard Price
  • Thumbnail for State Tax Compliance and Planning Opportunities
    Date
    October 27, 2022

    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.

    Speakers

    Speaker Image for Breanne Eagles
    Tax Senior Manager, Moss Adams
    Speaker Image for Brittany Richards
    Tax Senior Manager, Moss Adams LLP
    $4900
    Standard Price
  • Thumbnail for Centralized Accounting Office - Best Practices for Consolidation
    Date
    October 27, 2022

    As dealerships continue to expand, the complexities of handling processes such as accounts payable, accounts receivable, cash flow, billing and payroll can become challenging and costly. More multi-store dealers are transitioning away from location-specific accounting functions in favor of a centralized service model.

    Speakers

    Speaker Image for Meredith Lucciola
    Senior Manager, DHG
    Speaker Image for Stephen James
    Stephen James, CPA, CGMA
    Chief Financial Officer, Allegiance Trucks
    $4900
    Standard Price
  • Thumbnail for Tax Update for Dealership CFO's and Non-Tax Professionals
    Date
    October 27, 2022

    In this session, we'll overview several key tax issues impacting the dealer industry for upcoming tax filings, changes to Sec. 163(j) interest limitation calculations, business meals, and bonus depreciation. The session will also share updates on current legislation impacting potential LIFO recapture relief for dealers.

    Speakers

    Speaker Image for Neal Wicks
    Senior Tax Manager, Crowe LLP
    Speaker Image for Kevin Gilbreath
    Tax Partner, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Benchmarking and Department Reporting (Best Ideas from 20 Groups)
    Date
    October 27, 2022

    NCM Associates originated the automotive 20 Group peer collaboration model in 1947 and its effectiveness has been proven time and again over the years. The concept is smart and simple: using Benchmark data [https://www.ncmassociates.com/...] as the foundation, we bring together similar, non-competing business owners from a broad cross-section of the country to exchange best practices, experiences, ideas, and strategies. This session will discuss both benchmarking and the importance of accurate departmental reporting within the automotive industry.

    Speaker

    Speaker Image for TJ Wilson IV
    Instructor, NCM Associates
    $4900
    Standard Price
  • Thumbnail for TECH DEMO #2 - Tekion Pay: Payments the Unified Way, presented by Tekion
    Date
    October 27, 2022

    Unify payments across all channels, on one platform. Learn how to eliminate manual payment entry to reduce errors and enable seamless reporting automation.

    Speaker

    Speaker Image for Jamie Fox
    Director, Technology, Tekion
    $4900
    Standard Price
  • Thumbnail for Accounting & Auditing Update
    Date
    October 27, 2022

    Explanation and discussion of newly issued accounting pronouncements, with particular focus on those of greater impact to dealerships. Focus on auditing standards that are relevant to those working with retail dealerships, including consideration of matters critical to both audit and review engagements. These matters will also be discussed from the viewpoint of the dealership, ensuring those not in public practice can utilize the sessions materials to enhance their internal financial reporting and better interact with the public accountants they work with.

    Speaker

    Speaker Image for Lewis Fisher
    Lewis R. Fisher, CPA, CGMA
    Partner, Moss Adams LLP
    $4900
    Standard Price
  • Thumbnail for CFO Panel: Ask the Experts
    Date
    October 27, 2022

    This Q&A panel format will cover issues that CFO's in automotive are focused on today. What keeps them up at night, where do they see profit potential in the challenges, and how are they planning for the numerous disruptions in the industry.

    Moderator

    Speaker Image for Trey Knapp
    Chief Financial Officer, Sewell Automotive Companies

    Speakers

    Speaker Image for Dewayne Vaught
    Dewayne Vaught, CPA, CGMA
    CFO, Kenwood Dealer Group
    Speaker Image for Christopher Hough
    Chief Financial Officer, indiGO Automotive Group
    Speaker Image for Teresa Fountain
    CFO, CARDINALE AUTO GROUP
    $4900
    Standard Price
  • Thumbnail for Building a Dealership Group That Will Thrive in the Future
    Date
    October 27, 2022

    For more than 100 years, there has been speculation that the auto retail industry would change, and dealers would suffer from the myriad of threats. Dealers have always shown they are highly resilient and the change to the auto retail industry happening today is testing that resiliency once again. They have experienced record profits yet there are growing threats on the horizon. Consolidators have built massive market share, new entrants continue to emerge, OEMs forcing “The Agency Model” and EVs. These threats combined with high valuations have dealers exiting the business completely. The future of automotive retail is reliant on dealers who want to grow and compete over the long term. This requires building a world-class organization and incorporating operational and organizational best practices. Session attendees will gain insights into where dealers can invest the right capital and time to maximize the value of their business to compete long-term.

    Speaker

    Speaker Image for Alan Haig
    President, Haig Partners
    $4900
    Standard Price
  • Thumbnail for Dealer Accounting on The Cloud, presented by Tekion
    Date
    October 28, 2022

    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.

    Speaker

    Speaker Image for Pedram Faed
    VP, Partner Success and Analytics, Tekion
    $4900
    Standard Price

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