2017 Speakers

Master of Ceremonies
Bob Harkins

Bob Harkins

Vice President of Training
American Guardian Warranty Services (AGWS)

Bob Harkins’ background in the automotive industry includes consumer finance, sales and F&I management. He once served as vice president and director of training for an international credit insurance and vehicle service contract administrator and also has worked with Northwood University, NADA’s Dealer Candidate Academy, NCM Associates Inc., manufacturers’ dealer development programs, state dealer associations and AFIP.

Harkins designs and presents Finance and Insurance, Compliance and Ethics seminars and workshops for dealerships, dealer groups, administrators and general agents.

Keynotes

Industry Summit Keynotes

Greg Goebel

Greg Goebel

President
DealerStrong

Greg Goebel is the President of DealerStrong and the author of “The Complete Guide to Special Finance.” He’s the previous CEO of Auto Dealer Monthly and is a regular contributor to Auto Dealer Monthly magazine, addressing the needs of the Special Finance community.

Goebel has extensive experience in the subprime sector. His dealerships first began utilizing Special Finance in 1990 and delivered over 11,000 subprime deals. His retail background also includes owning Buick, Pontiac, GMC and Hyundai franchises, and independent dealerships. This included one dealership dedicated solely to the Buy-Here Pay-Here market segment. He also owned and operated multiple stand alone automotive service facilities.

Goebel continues to train dealers, vendors, and companies in special finance. He moderates a 20 group for NCM Associates and consults and coaches auto dealers that want to strengthen their operations and accelerate their growth. His insights and attention to market trends in the automotive space make him a reliable resource for many industry publications and a recognized dealer expert witness.

Walter Bond

Walter Bond

Chief Execution Officer
EaglesTalent Speakers Bureau

Like you, Walter Bond, knows what its like to be discounted by everyone around you. To run up against challenges that feel insurmountable. And to have moments where challenges were winning. But then Walter recognized a single truth that changed everything:

Peak Performers have no excuses for failure; only reasons for success.

After several stellar high-school seasons, Walters earned a scholarship on the University of Minnesota basketball team. As an average college player who was overlooked by the NBA, Walter tapped into a peak performance mindset, changed his work ethic and found himself as a Professional NBA Basketball Player for the Dallas Mavericks.

Now retired from the NBA, Walter Bond shares stories, lessons, and the type of motivation that sparks the superstars to success, moves the middle players into action, and excites your attendees to come back for more.

When Walter is on the platform you will have the knowledge and skills needed to take the proven path away from the pack and into the peak performer’s spotlight.

Make your goals a reality. Motivate your team with powerful content from a power speaker.

P&A Leadership Summit Keynote

Terrence J. O’Loughlin, J.D., M.B.A.

Terrence J. O’Loughlin, J.D., M.B.A.

Director of Compliance
Reynolds & Reynolds

O’Loughlin is the director of Compliance for Reynolds & Reynolds. Prior to joining Reynolds in 2006, he was employed by the Office of the Attorney General, State of Florida, from 1990, in the Economic Crimes Section. For most of those years he was involved in the investigation and prosecution of automobile dealers, manufacturers and finance and leasing companies. He was also the mediator of Florida’s Motor Vehicle Lease Disclosure Act, a statute that he assisted in drafting.

He has served as a consultant to the Federal Reserve Board’s Leasing Education Committee, an observer/advisor for the Uniform Consumer Leases Act Committee, and has been a consultant to “PrimeTime Live,” “Dateline” and various other media and publications. In addition, Terry routinely assisted numerous states agencies nationally regarding motor vehicle fraud. In 2010, he was elected to the Governing Committee of the Conference on Consumer Finance Law.

Speakers & Panelists
Al Sacko

Al Sacko

Senior Vice President
AMT Warranty

Al is the Senior Vice President of Sales for the automotive division. Sacko joined AMT Warranty in 2014 thru its acquisition of OwnerGUARD Corporation where he served as Vice President of Sales and Marketing responsible for agent and corporate account acquisition. He has over 30 years of experience with finance and risk based products in the automotive and consumer finance industries. Sacko’s prior experience also includes a 5 year tenure at Warrantech Automotive as Senior Vice President of Sales and Warrantech International as Director of Sales.

Alexi Venneri

Alexi Venneri

Co-founder & CEO
Digital Air Strike

Alexi Venneri is the co-founder and CEO of Digital Air Strike, the award-winning social media and digital engagement company. A pioneer in digital response, social marketing and online reputation management, Digital Air Strike’s mobile apps, software and managed service platform monitor, improve and manage consumer engagement for thousands of businesses in the United States and Canada including six of the largest automotive manufacturers.

Prior to co-founding the company, Alexi was President of Auto Media/Blue Flame 6 (part of The Van Tuyl Automotive Group which was purchased by Berkshire Hathaway), and VP of Marketing, PR & Investor Relations at Dealertrack (TRAK). Alexi was the 13th employee at Who’s Calling taking it from $200k to $70 million in just four years as Chief Marketing Officer. Alexi also served as the Director of Marketing for Major League Baseball’s Seattle Mariners. She is an accomplished public speaker and author of the best-selling book Balls! Six Rules for Winning the Business Game. She is currently working on her next book, due out this fall. In 2015, Automotive News named Alexi one of the Top 100 Leading Women in the North American Auto Industry for 2015.

Alexi has a B.A. in Marketing from the University of Calgary and is an accredited trainer at the University of Washington as well as The Pacific Institute. She supports numerous charitable organizations and works closely with ARME and the Beagle Freedom Project, nonprofit organizations that rescue and rehabilitate animals.

Arden Hetland

Arden Hetland

President & CEO
American Financial & Automotive Services, Inc. and American Financial Warranty Corporation

Arden Hetland is President and Chief Executive Officer (CEO) of American Financial & Automotive Services, Inc. and American Financial Warranty Corporation. The American Financial companies provide comprehensive F&I development, first class administrative services, and a full portfolio of F&I products to maximize dealership profits. The Automotive Training Academy (ATA), a division of American Financial, complements these offerings by preparing automotive professionals for the demands of the industry. Recognized for having the highest standards of integrity and ethics, American Financial has received multiple Dealers’ Choice Awards and other industry awards.

Hetland began his automotive career after graduating from North Dakota State University. He held multiple positions in the retail automotive business, and later continued his career with World Service Life. During his eight years at World Service Life, he was promoted to Vice President and Director of the Auto Services Group and then to Senior Vice President of Credit Insurance Services. He also won various distinguish sales awards during his tenure at World Service Life. Through a merger in 1986, Hetland proceeded to become the Vice President of Insurance Marketing for American National Insurance Company, the third largest insurance company in the country.

In 1992, Hetland incorporated American Financial & Automotive Services, Inc. Since then, he has led the company to be an industry leader, receiving multiple endorsements from state and metro dealer associations.

Hetland is also a founding member of the Association of Finance & Insurance Professionals (AFIP). As such, the American Financial companies were the first to have their entire field force AFIP certified. Furthermore, the ATA offered the first AFIP certified F&I training course. In 2016, Hetland assisted in developing the ACE certification program to further enhance ethics and compliance within the automotive industry.

Hetland and his wife, Donna, are both natives of North Dakota. They are actively involved in their church and community. They have two daughters and five grandchildren. They currently reside in The Woodlands, Texas, a suburb of Houston.

Ben Woods

Ben Woods

Actuarial Senior Consultant
Allstate Dealer Services

Ben Woods joined Allstate Dealer Services in June 2012. Over that time he has worked extensively on GAP ratemaking, reserving and forecasting. His primary focus over the past two years has been building predictive models that incorporate Allstate’s private passenger auto insurance claims data into its more than 15 years of GAP underwriting experience to derive deeper insights into the various drivers of GAP loss trends.

Woods received his Bachelor of Business Administration degree from Georgia Southern University in Statesboro, GA. He is an Associate of the Casualty Actuarial Society.

Brian Reed

Brian Reed

CEO and President
F&I Express

Brian Reed, President and CEO, leads F&I Express in providing world-class technology to support electronic processing and eCommerce for automotive retailers. Holder of more than 15 patents, Reed is an innovator who drives the creative development and application of new technologies. His current quest is to help F&I departments be more efficient, effective, and compliant while developing new online processes to increase customer satisfaction and dealership profits.

Dave Duncan

Dave Duncan

President
Safe-Guard Products International LLC

Dave Duncan is part of the founding team of Safe-Guard.  He brings to the company over three decades of F&I experience at both the dealership level and in the automotive protection products arena. Duncan has direct responsibility with the company’s sales, marketing and business development efforts.  Instrumental in growing the OEM and National Account business for Safe-Guard, he manages the deployment of turn-key programs for F&I business units.  Prior to joining the Safe-Guard team in 1992, Duncan was President and CEO of Diversified Automotive Group, a national general agency, and held numerous management positions in automotive retail.

David Marcus

David Marcus

Partner
Bartle & Marcus LLC

David L. Marcus is a partner with the Kansas City law firm of Bartle & Marcus LLC, where he practices in the areas of commercial litigation, class action, accounting malpractice and F&I disputes. He earned his B.S. degree, magna cum laude, from Arizona State University and his J.D. degree, cum laude, from the University of Minnesota. Marcus is admitted to practice in Missouri, Kansas, the United States District Court for the Western District of Missouri and the United States District Court for the District of Kansas. He is a member of the American Bar Association, the Missouri Association of Trial Attorneys and the Kansas City Metropolitan Bar Association.

Don Larsen

Don Larsen

Assistant Vice President of Asset Management/Loss Control Director
American Guardian Warranty Services, Inc.

Don Larsen brings almost 40 years of combined experience from the service side of the franchised new car dealership and the VSC industries. He works for American Guardian Warranty Services, Inc. in the capacity of Assistant Vice President of Asset Management/Loss Control Director, analyzing dealer/client loss experience in order to create rehabilitation plans to make an account profitable.

Larsen also works with internal administrative departments to develop and implement quality assurance processes and measures. He has worked with a number of service contract administrators over the years either as a direct employee or in the role of consultant. Larsen has also been a presenter/panel moderator at a number of industry conferences and has authored  several articles published in P&A magazine.

Guy Koenig

Guy Koenig

President
AFG Companies & CareGard Warranty Services, Inc.

Guy Koenig serves as the President of Automotive Financial Group and its subsidiaries including CareGard Warranty Services, Inc., a leading F&I products administrator and obligor located in suburban Dallas, Texas. The company provides a full suite of auto related products to agents and dealers, including a full suite of reinsurance solutions. Koenig previously served in a variety of executive roles with AmTrust and AMT Warranty Corporation including most recently as the Chief Strategic Officer where he oversaw all strategy, new product innovation, implementation, and reinsurance activities for all warranty divisions. He has almost 20 years’ experience with insurance and extended warranties holding roles in business development, account management, compliance and operations. Koenig has a B.S.B.A. in Corporate Finance and a Juris Doctorate from Drake University and remains licensed to practice law in Iowa.

James Ganther

James Ganther

President
Mosaic Compliance Services

James S. Ganther is the President of Mosaic Compliance Services, a lawyer-created company that provides legal compliance services on behalf of retail dealerships.

He is a member of the National Association of Dealer Counsel, and has been honored as a member of F&I Management and Technology Magazine’s “Who’s Who in F&I.” He is a frequent author and speaker on compliance topics.

Jason Winchester

Jason Winchester

Vice President of Operations
Warranty Solutions

Jason has been with Warranty Solutions over 23 years and has over 30 years of experience in the automotive industry. Prior to joining Warranty Solutions, Jason worked as an ASE Certified Technician and Service Manager. In 1994 Jason joined Warranty Solutions as a Claims Adjuster. During his career, he has held various roles within Warranty Solutions. Currently he serves as the Vice President of Operations. Throughout his career, Jason has enjoyed the opportunity to build relationships with all of the Warranty Solutions agent partners and dealers across the country. His engaging management approach helps team members develop and achieve their goals. Outside of work, Jason enjoys spending time with his wife Vicki, their two kids (Macy and Jace), and two new puppies. They are highly involved in youth sports activities with Jason serving as a volunteer coach for his son’s football, baseball and basketball teams. On the rare occasion when there is any other free time, Jason tries to sneak in a few rounds of golf.

 

Jim Portell

Jim Portell

Product Manager
D&P Holdings, Inc.

Jim Portell has been the Product Manager for D&P Holdings, Inc. d.b.a. Auto Trac System since October 2009. He has over 18 successful years of administrating automotive F & I products, including GAP, mechanical breakdown service contracts, tire & wheel and other ancillary products. Previously he worked as Vice President of Operations for a third party administrator that was awarded by Allstate Insurance/American Heritage GAP administrator of the year for three straight years.

He began his insurance career with American Family Insurance as a CSR and later worked for State Farm Insurance Company with similar duties. Then moved on to National Alliance Insurance Company (RV and auto insurance) as the Marketing & Sales Production Manager where he transformed this strictly direct mail company into point of sale agent in a retail environment and direct mail.

John Davenport

John Davenport

VP of Operations
Safe-Guard Products International, LLC

John Davenport joined Safe-Guard in 2007 as Chief Actuary and led the pricing and reserving functions for nine years, serving as a liaison between national accounts and underwriters. In 2016 he became VP of Operations and currently leads Ops Technology and Analysis, Sales Support Analytics, Vendor Management, Underwriting, and Business Processing. He is an Associate of the Society of Actuaries and a Member of the American Academy of Actuaries with 15 years of experience in analytics and data mining. Before joining Safe-Guard, John was a Health Actuarial Consultant with Hewitt Associates in Atlanta, servicing multiple Fortune 500 clients. Prior to that he was an Analyst at CarMax in Richmond, VA specializing in auction inventory strategy. John holds a B.S. in Economics from Duke University.

Kelly Price

Kelly Price

CEO
National Automotive Experts

In 1996, Kelly founded National Automotive Experts (NAE), NWAN, Inc. and, more recently, Imprise Financial (an Ohio Captive Insurance company).  Kelly and her team consistently strive for innovation.  They are the company in the industry that people turn to when they need something “outside of the box.” They will research, discover, create and design new ways of doing business that help them exceed the needs of the client. This consultative business model has helped guide many of their clients to new levels of success and financial profitability.

Kelly and her organizations are also known for their charitable work within the community.  They are particularly focused on one organization that helps children in the greater Cleveland/Akron area, the Cleveland Christian Home.  In their most recent donor newsletter, Kelly and her husband, along with NAE/NWAN, were listed as the two top donors for CCH (the only two donors listed in the “above $50,000” category).  The CCH is the top mission for both Kelly’s family and the NAE/NWAN family.

Ken Overly

Ken Overly

Vice President of Operations
EFG Companies

Ken Overly brings more than 20 years of operational experience to his role as the vice president of operations at EFG Companies. With an always observing eye and big-picture mindset, Ken’s implementation of quality measures within EFG’s claims group exceeds industry standards. In 2014, Ken led his team to be certified as a Center of Excellence by Benchmark Portal. This recognition is one of the most prestigious awards in the customer service and support industry. Under Ken’s direction, every call is stringently tracked for quality control and speed of process. Most recently, Ken served as the Vice President of IT Infrastructure at TMX Finance. His strengths include operational execution, strategic planning, and professional development and management capabilities. Ken describes himself as a strategist with a history of creating vision, building structure and delivering results.

Kristen Gruber

Kristen Gruber

President
Dealers Assurance Company

Kristen is the President of Dealers Assurance Company (DAC), and has worked in the insurance arena for 25 years, mainly in roles specific to the F&I industry. Over the course of her career, she has focused on developing insurance solutions for agents, dealers, and OEMs. Today, Kristen and her management team of industry experts work to provide DAC’s clients with the exceptional regulatory, compliance, and analytical support they need to grow their business.

 

Lance LaCoe

Lance LaCoe

President & CEO
C.A.R.S. Protection Plus, Inc.

Lance LaCoe has over 25 years of broad expertise and leadership in sales, F&I, insurance, reinsurance and administrator operations. LaCoe is the President & CEO of C.A.R.S. Protection Plus, Inc. (“CARS”), a leading provider of high-mileage vehicle service contracts and other affordable, quality products and services.

Lance has succeeded both internationally and in the United States to consistently improve dealership F&I performance. Before joining CARS, Lance was President of Century Automotive Service Corporation, where he focused on developing innovative reinsurance programs benefitting dealers and independent agencies. Lance also served as a Vice President at Protective Life Corporation and General Manager of Protective’s Chinese subsidiary.

Lee Bowron

Lee Bowron

Co-Founder
Kerper Bowron

Lee Bowron has been consulting on service contracts, GAP and other F&I products for the past 15 years. He is a partner in Kerper Bowron/JH Briscoe which focuses on actuarial and reinsurance solutions for the F&I industry. Prior to consulting, he was the Chief Actuary for The General auto insurance. Bowron has written articles on GAP insurance, Vehicle Service Contracts and other topics for journals and magazines, including Best’s Review. He is an Associate of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.

Matthew Bartle

Matthew Bartle

Partner
Bartle & Marcus LLC

Matthew V. Bartle is a partner with the Kansas City law firm of Bartle & Marcus LLC, where he represents F&I clients in arbitration and litigation all over the country. Bartle was a state senator for eight years, where he chaired the Senate Judiciary Committee, and was in the House of Representatives for four years. He earned his B.A. degree, magna cum laude, from the University of Missouri, and his J.D. degree, cum laude, from Northwestern University, where he was an editor on the law review. Bartle was a clerk for a judge on the United States Court of Appeals for the Fifth Circuit.

Scott Smith

Scott Smith

Operations and Service Support Manager
AUL Corp.

Prior to working with Vehicle Service Contracts at AUL, Scott Smith had a ten-year career as an Investment Manager in the 1990s before changing lanes and working as an Insurance Agent with State Farm in the mid-2000s. Smith joined AUL Corp. in 2007 and worked with the Claims department before being promoted to Service Support Manager in 2011. In 2016, he became AUL’s Operations Manager, where he shepherded the conversion to an all-digital underwriting process and implemented a comprehensive quality assurance program. His focus is on process improvement, employee development, and strategic planning. Smith earned his Master’s Degree in American History from Norwich University and is currently an MBA candidate at California Southern University.

Tara Williams

Tara Williams

Executive Vice President
Interstate National Dealer Services

Tara Williams joined Interstate Dealer Services in 2009 as Vice President and was elected Executive Vice President of Warranty Direct, the direct to consumer division of Interstate National Dealer Services in 2010. As an eCommerce leader, Warranty Direct provides high quality, competitively priced VSCs and select ancillary products to target customer segments including those with “out of factory warranty” vehicles or new vehicle purchasers seeking warranty coverage.

2017 Advisory Board

David Trinder 
CEO, F&I Administration Solutions and Advisory Board Chair

Brent Allen
President, StoneEagle Insurance Systems

Jimmy Atkinson 
President/CEO, AUL Corp 

Robert Berger Jr.
Executive Vice President & Director of Operations, Wise F&I

Bob Corbin
President and CEO, IAS

Ron Greer
Vice President of Provider Services, Open Dealer Exchange, LLC

Kristen Gruber
President, Dealers Assurance Company

Lori Hallissey
Chief Operating Officer, Portfolio Reinsurance Services

Arden Hetland
President, American Financial and Automotive Services

Daniel Lievrouw
VP of Operations & I.T., American Guardian Warranty Services, Inc.

Adam Pope
President, Warranty Solutions

Kelly Price
CEO, NAE NWAN

Mitch Rand
President, C&K Auto Parts, WIS Inspections

Tony Wanderon
CEO, National Auto Care