October 19, 2017 Dallas, TX
October 20, 2017 Houston, TX
The High Performance Dealership
What you need to know to kick into high gear in 2018
Speakers
Mark Johnson
President
MD Johnson Inc.
Mark Johnson, has been the President of MD Johnson Inc for the past 17 years. Mark’s 30 years of retail automotive and strategic planning experience has resulted in his personal involvement in billions of dollars of financial advisory service experience.
Tim Bryan, CPA, CFF
Partner
Crowe Horwath
Tim leads the Forensic Technology Services Group for Crowe Horwath and regularly advises management regarding IT control risks, IT governance and IT control best practices.
Kynzie Sims, JD, CCEP
Content Product Manager
Compli
Kynzie Sims is the chief designer of Compli’s workforce compliance content products. She pairs her legal chops with an understanding of how people learn to help companies build a culture of compliance.
Formerly a new vehicle dealer, used vehicle dealer and automotive platform president, Mark is particularly experienced in developing and executing long term strategic plans for the firm’s clients, which include both public and private dealership groups.
He leads IT Assurance, Audit and Investigations and addresses management and legal professionals throughout California on IT related litigation support. Mr. Bryan has the technology expertise and unique ability to bridge the gap between business and technology.
Before joining Compli, Kynzie clerked for the Marion County District Attorney’s Office and served as in-house counsel and employment content manager for NAVEX Global.
Joe Gagnon
Partner
Fisher Phillips
He is an experienced trial attorney with Fisher Phillips who represents employers in litigation and arbitration filed in every region of Texas.
George Kurisky
Shareholder
Johnson DeLuca Kurisky & Gould, P.C.
George is a corporate trained commercial litigation and transactional attorney with Johnson DeLuca Kurisky & Gould, whose representation focuses on auto dealers throughout the State of Texas.
Mary Harrington, CTP
First Vice President
SunTrust Bank
Mary Harrington role in the Treasury & Payment Solutions team at SunTrust Bank as Technical Product Consultant encompasses several areas including Fraud Mitigation and Payables Solutions.
Joe’s broad experience includes the defense of a wide variety of discrimination and discharge claims brought under Title VII, Americans with Disabilities Act (ADA), Family and Medical Leave Act (FMLA), and whistleblower statutes. He routinely defends state law claims including workers’ comp retaliation, breach of contract, fraud, defamation, malicious prosecution, and assault.
George has successfully completed multiple acquisitions and disposition of Texas-based auto dealers, including associated assets such as dealer owned real estate, protecting dealers’ rights across a broad spectrum of concerns. This representation includes negotiation of agreements with consumer and floor plan lenders, consumer litigation, and compliance with the various administrative agencies governing this industry. George currently represents some of the top publicly traded and closely held auto dealers in the country.
In addition to Payables product consulting responsibilities, she is the Treasury & Payment Solutions Fraud Specialist. She works closely with the SunTrust Fraud Prevention and Risk Management teams to stay abreast of critical issues impacting both the Bank and our Clients. She provides advisory services and presentations about current fraud & cybercrime trends including mitigation tools and best practices.
Schedule
The Future of the Automotive Retail Model
Mark Johnson,
MD Johnson Inc
Join Mark Johnson for this informative seminar on what investment professionals, dealers, and manufacturers expect the retail landscape to look like over the next 10 to 15 years. During the interactive presentation participants will learn how dealers and institutional capital view the changing retail distribution model, accounting for self-driving cars, on demand transportation, and the constrictive driving desires of younger urban dwellers. In addition, Mr. Johnson will discuss how this changing landscape is effecting valuations in the automotive retail dealership space. As a result of participating in this session, you should be able to define the dealership value drivers based upon future retail expectations in the industry and interpret a buy side valuation model.
Reputation is Everything:
The Dollars and Cents of Dealership Reputation
Kynzie Sims,
Compli
Understand the impact that your dealership’s reputation (both bad or good) has on your bottom line. As a result of participating in this session, you should be able to define the key drivers of reputation for dealerships, identify how your employees across your dealership hold your reputation in their hands, and analyze why building a positive reputation attracts more buyers and better employees. Most importantly, you’ll leave the session with workforce compliance tactics you can use tomorrow to build your dealership’s good name.
Retail Dealership Fraud Schemes…
What Can You Do to Prevent Being a Victim
Tim Bryan,
Crowe Horwath
Tim will cover recent fraud examples encountered at dealerships. He’ll will address how the fraud schemes were discovered, what investigation steps occurred, and how each fraud may have been prevented. As a result of participating in this session, you should be able to define the current fraud risks present within dealerships, assess the fraud investigation process, and identify what controls may need to be implemented to prevent or detect the latest fraud schemes.
Emerging Wage/Hour Issues for Dealerships
Joseph Gagnon,
Fisher & Phillips
Long-established dealership wage/hour practices are being challenged nationwide. This presentation addresses these emerging wage/hour issues as well as other common pitfalls dealerships may encounter. As a result of participating in this session, you should be able to identify specific wage/hour practices that are facing legal challenges nationwide and common wage/hour mistakes dealerships make in order to avoid the same compliance pitfalls.
Legal Update 2017 – What’s Happening Now
George Kurisky
Johnson Deluca Kurisky & Gould
George will cover emerging legal issues relevant to the auto industry, including current trends, new issues impacting liability, profitability, and relevant dealership issues. As a result of participating in this session, you should be able to recognize changes in existing laws impacting dealerships and other legal updates from the past year and identify new laws and emerging trends in dealer litigation and compliance.
2017 Hot Topics in Payments and Fraud
Mary Harrington
SunTrust
Join us for a seminar that will cover an overview of best practices to assist dealerships as they navigate the ever-changing payments landscape. We will share the latest trends in managing payments and introduce specific strategies to help navigate evolving data and security concerns. Highlights will include a discussion of both cyber and payments fraud and an overview of fraud mitigation and employee education best practices. As a result of participating in this session, you should be able to create business process efficiencies by leveraging solutions that can maximize working capital and leverage best practice recommendations to avoid becoming a victim of payment fraud, social media scams, and cyber-attacks.
Continuing Professional Education Recommended for 5.0 hours of CPE credit in specialized knowledgeSponsors
Space is limited.
Register now to reserve your spot!
Questions?
Contact Jonica Smith
503.963.4216
jonica@compli.com
Register for the Dallas Event
Location
Maggiano’s Little Italy
Maggiano’s blends the tradition of family, good times and friends with authentic Italian cuisine served in a vibrant atmosphere.
Register for the Houston Event
Location
Maggiano’s Little Italy
Maggiano’s blends the tradition of family, good times and friends with authentic Italian cuisine served in a vibrant atmosphere.