New Fall 2020 Dates and Location Coming Soon

2020 Schedule

Last updated: March 10, 2020

Schedule

Sunday, May 3, 2020

12:00 PM - 5:00 PM

ACE Review and Certification

5:00 PM - 6:30 PM

Agent Summit Registration Open: Sponsored by Smart Autocare

Bourbon Tasting: Sponsored by Maximus Auto Group

Headshot Lounge: Sponsored by Endurance Dealer Services

Lobby Lounge and Massage Station: Sponsored by NAE/NWAN

Monday, May 4, 2020

8:00 AM - 6:30 PM

Registration: Sponsored by Smart Autocare

Headshot Lounge: Sponsored by Endurance Dealer Services

Lobby Lounge and Massage Station: Sponsore by NAE/NWAN

8:00 AM - 9:00 AM

Sponsored by Portfolio

9:05 AM - 9:15 AM

Speaker:

  • Randy Crisorio, President and CEO, United Development Systems and Advisory Board Chair

9:15 AM - 10:30 AM

Keynote Address

10:30 AM - 11:00 AM

Registration Giveaway and Break

11:05 AM - 11:50 AM

As F&I agents, we live in a resilient industry. As products and profit segments fade, they are quickly replaced by new and innovative products that have been multiplying for years. Credit insurance is all but gone as GAP and, yes, GAP Play, emerged as an F&I staple. Think Tire & Wheel, or "Tire Alone" or "Just Wheel." Cosmetic Repair anyone? This session brings us a panel of three forward thinking experts on this subject to address some historical product innovations and a look ahead to what our future might have waiting.

Moderator:

  •  John Barbero, Metro Tech Auto

Panelists:

  • Bill Breindel, Vehicle Admin Services
  • Kelly Price, NAE/NWAN
  • Tony Wanderon, National Auto Care

11:50 AM - 12:45 PM

Sponsored by CareGard

12:50 PM - 1:35 PM

It would seem that F&Iproduct sales and profits on the drive are for the chosen few.  Not true at all!  It’s just that so little effort and process dedicated  to capture this plus gross is committed that nothing happens.  Do your Dealers offer Prepaid Maintenance through service staff?  Offer PaintlessDent Repair  to arrivals with fresh dings?  Scan nice wheels that have been scraped for refurbishing?  It all comes down to a systematic process called a “Service Menu”. You will want to start today.

Speaker: 

  • Don Reed, CEO, DealerPRO Training

1:40 PM - 2:25 PM

Featured Presentation

2:25 PM - 2:50 PM

Sponsored by StoneEagle F&I

2:55 PM - 3:40 PM

Featured Presentation

3:45 PM - 4:30 PM

Have you recognized that dealers expect your good counsel as to how your F&I products are presented and promoted on their website? Are you aware of the variety of dealer-options on this subject and have you taken a position? In this session, an industry expert will clarify the options and explore best case scenarios.

Speaker:

  • Joe St. John, Head of Digital Retail, AutoFi

4:30 PM - 6:30 PM

Reception: Sponsored by AutoXcel

Bourbon Tasting: Sponsored by Maximus Auto Group

Tuesday, May 5, 2020

8:00 AM - 6:30 PM

Registration: Sponsored by Smart Autocare

Headshot Lounge: Sponsord by Endurance Dealer Services

Lobby Lounge and Massage Station: Sponsored by NAE/NWAN

8:00 AM - 9:00 AM

Sponsored by Capital Processing Systems

9:05 AM - 9:50 AM

Keynote Address

9:50 AM - 10:00 AM

Sponsored by GSFSGroup

10:00 AM - 10:45 AM

We are pleased to have the NADA Vice President of Regulatory Affairs address the important compliance challenges of the day.  At every turn, new governmental and media challenges emerge to optional dealer financing and voluntary protection products. Mr. Metrey will critique the critiques and will explain how dealers can improve the customer experience and stay within the lanes of compliant application.

Speaker:

  • Paul Metrey, Vice President of Regulatory Affairs and Chief Regulatory Counsel for Financial Services, Privacy and Tax, NADA

11:05 AM - 11:50 AM

This session was crafted to address retail compliance issues at its core.  State and Federal regulations begin to apply on the sales floor shortly after the prospective guest arrives and rapidly grows hair as the uninformed desking staff does their thing.  Many Desk Managers are untrained and never worked as an F&I Manager.  It’s 2020 and we have to fix the problem.  It will enhance F&I results in the process.

Speaker:

  • John Tabar, Vice President of Training, United Development Systems/BBDS

11:50 AM - 1:20 PM

Sponsored by Continental Warranty

1:25 PM - 2:10 PM

Featured Presentation

2:15 PM - 3:00 PM

Featured Presentation

3:00 PM - 3:25 PM

Sponsored by StoneEagle F&I

3:30 PM - 4:15 PM

Every Agent has experienced manufacturer manipulation that favors branded products, lender incentives and practices that box Dealers in to promote their product lineup plus the issue of Provider Agent Bypass.  There is no better legal team than Bartle & Marcus to address these three critical issues that impact our business.  Be informed –Practices affecting your business may not be legal!

Speakers:

  • Matthew Bartle and David Marcus, Partners, Bartle & Marcus LLC

4:15 PM - 6:15 PM

Bourbon Tasting Sponsored by Maximus Auto Group

Wednesday, May 6, 2020

8:00 AM - 12:30 PM

Sponsored by Smart Autocare

8:00 AM - 9:00 AM

Sponsored by Capital Processing Systems

9:05 AM - 10:00 AM

Participation and Reinsurance Symposium Welcome Address and Keynote

10:00 AM - 10:20 AM

Sponsored by Portfolio

10:25 AM - 11:10 AM

Participation and Reinsurance Symposium Featured Presentation

11:10 AM - 11:30 AM

Sponsored by Portfolio

11:35 AM - 12:20 PM

Participation and Reinsurance Symposium Featured Presentation

12:20 PM - 12:30 PM

Speaker:

  • Randy Crisorio, President and CEO, United Development Systems and Advisory Board Chair

Contact Us:

(800) 576-8788

News and Updates

img Crisorio to Lead Advisory Board for Agent Summit X

UDS’s Randy Crisorio has agreed to serve as advisory board chair for Agent Summit X.

img Agent Summit Returns to Vegas, Moves to New Location

The 2020 event is scheduled for May 3–6 and will take place at The Cosmopolitan for the first time.

Testimonials

This is a vital opportunity for the agent community to get the most up-to-date information on topics of relevance.

-Andrew Weill, Principal, Weill & Mazer

Change starts with education, and each Agent Summit provides new and exciting ideas to assist agents with the management of change.

-Elle Artison, CEO, Paul Webb Training

The Summit provides a great forum for industry professionals to meet and learn from each other.

-Greg Petrowski, Senior VP, Secretary and Treasurer, GPW and Associates

This, as you know, is a must-attend event – as high performers are aware – and the key is in the ignition

-Randy Crisorio, President and CEO, United Development Systems/BBDS

Sponsors