2017 Full Agenda

Sunday, September 10th, 2017
6:00pm – 7:30pm Welcome Reception and Badge Pick Up

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Tuesday, September 12th, 2017
7:30am – 7:30pm Registration Open

Sponsored By:

12:00pm – 2:00pm P&A Welcome Luncheon & Opening Keynote Presentation

Sponsored By:

2:05pm – 2:55pm Panel Session

Deal With It: Recognizing F&I’s Challenges and Profiting From its Opportunities

With experience comes the ability to better gauge what challenges the future may hold and begin planning earlier on how you can turn those challenges into profits for your business. Join our panel of experts as they talk candidly about issues that have the potential to disrupt their business and how they plan to address or adapt to the change.


  • Kristen Gruber, President, Dealers Assurance Company


  • Arden Hetland, President, American Financial & Automotive Services, Inc.
  • Dave Duncan, President, Safe-Guard
  • Kelly Price, CEO, NAE/NWAN
  • Lance LaCoe, President & CEO, C.A.R.S. Protection Plus, Inc.
3:00pm – 3:50pm Featured Tag-Team Presentation

Rising Gap Losses – Its Origins and Future

Falling residual values, rising total loss frequency and riskier financing have resulted in significant losses in GAP. This hard-hitting session featuring actuaries Lee Bowron and Ben Woods explains exactly how these factors interact to drive losses and what to expect in the coming years from this important product segment.


  • Lee Bowron, Co-Founder, Kerper and Bowron LLC
  • Benjamin Woods, Actuarial Senior Consultant, AllState Dealer Services
3:50pm – 4:05pm Networking Break with P&A Exhibitors

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4:10pm – 5:00pm Featured Presentation

Top Tips to Monitor & Manage Your Online Reputation So You Sell More

80% of car buyers and service customers are on social media and read reviews about dealers and the products they sell before heading to the dealership. They’re also actively researching at the dealership. When presented with an offer for a warranty, extra protection, or financing a quick search on their cell phones can uncover star ratings and reviews that could drive them away. And when a dealership decides who to partner with are your reviews and star ratings helping or hurting you?

Monitoring and managing your online reputation, disputing negative reviews while increasing your star ratings is a full-time job! Digital Air Strike’s co-founder and CEO, Alexi Venneri will show you the “Top Tips to Monitor & Manage Your Online Reputation So You Sell More.”


  • Alexi Venneri, Co-Founder & CEO, Digital AirStrike
5:05pm – 6:00pm Evening Keynote Address

Sunshine or Thunderstorms? Auto Finance in the Year Ahead

Join special finance expert forecaster Greg Goebel for a sneak preview of the next 12 months in the automotive finance industry. Get an insider’s peek at the key indicators that will help you prepare for any upcoming weather in auto finance.


  • Greg Goebel, President, DealerStrong
6:00pm – 7:30pm Exhibit Hall Open and Evening Reception
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Wednesday, September 13th, 2017
7:30am – 7:30pm Registration Open

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8:00am – 9:00am Breakfast in the Exhibit Hall
9:10am – 10:15am Industry Summit Opening Keynote

When Good Ain’t Good Enough – How Top Performers Become Epic Achievers

You are at the top of your game.  Your wall is covered with plaques. And your trophy case is filled… except for that one spot. Even the best of the best need a little extra motivation to keep reaching goals. And Walter Bond is here to deliver exactly what you need. In this powerful program Power Speaker Walter Bond deliver the extra spark your top players need to stay at the top of their game.


  • Walter Bond, Chief Execution Officer

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10:20am – 11:20am Panel Session

Claims and Operations Management – Enhancing Profitability in an Ever-changing World

Join this panel of experts in analyzing what is needed to enhance profitably through staffing, call center management, claims expense management, claims systems and online claims.


  • Guy Koenig, President, CareGard Warranty Services


  • Jason Winchester, Vice President – Operations, Warranty Solutions
  • Ken Overly , Vice President – Operations, EFG Companies
  • Scott Smith, Operations and Service Support Manager, AUL Corp
  • Tara Williams, Executive Vice President, Interstate National Dealer Services
11:20am – 11:35am Networking Break with P&A Exhibitors

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11:40am – 12:30pm Panel Session

Working Together for Each Other’s Benefit

As president of F&I Express, Reed has worked with both lenders and product providers. Join him and this panel of experts in a session that will offer both groups the opportunity to better understand the challenges they face in today’s auto retail and finance industry and how working together could be the key to success.


  • Brian Reed, President, F&I Express


  • Robert Berger, Executive Vice President, Wise F&I
  • John Davenport, Vice President of Operations, Safe-Guard Products International
  • Jim Portell, Product Manager, Auto Trac System
  • Al Sacko, Senior Vice President, AmTrust Financial Services
12:30 – 2:00pm Lunch in the Exhibit Hall

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2:15pm – 3:05pm Panel Session

Perspective from the Trenches – F&I and Service 

Please join our panelists who will be sharing from their perspective, how the service contract industry works for them! As administrators, we may think we know how the products we offer and the way we administer them affects our clients in the field.  However, in some cases we may discover something entirely different.  This session will give us as administrators a chance to hear what it’s really like in the trenches.  Our panelists will be able to share with each other what it’s like from each of their respective rolls; from the sale of the service contract/F&I products to providing the service covered by the products. This is not intended to be a complaint session but moreover, it provides a forum to honestly share and provide feedback on how we can continue to make this industry better.


  • Don Larsen, Assistant Vice President of Asset Management, American Guardian Warranty Services


  • Justin Gasman, Financial Services Director, McCaddon Cadillac-Buick-GMC, Inc.
  • Mike Higgins, Service Manager, P.M. Standley Motorcars
  • Dan Mason, General Sales Manager, McGrath Honda
  • Dina Wilson, General Manager & Finance Manager
3:05pm – 3:20pm Networking Break with P&A Exhibitors

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3:25pm – 4:15pm Featured Presentation

Providers’ Role in Dealership Compliance

Providers play a very crucial role in dealership compliance. Join me as I review some of the top considerations when evaluating your own operations. How much responsibility for dealership compliance do providers possess? What is their potential liability to meet this standard? And how can they go the extra mile to ensure compliance regulations stay in-tact?


  • Jim Ganther, President, Mosaic Compliance Services
4:20pm – 5:10pm Featured Presentation

The GM Mandate: Legal and Practical Responses

Having rolled out new factory-branded vehicle service contracts in 2014, General Motors now seeks to gain a competitive edge in the marketplace by requiring dealers to disclose to their customers purported disadvantages of aftermarket VSCs. This session will examine the legal basis for this strategy and possible legal and practical responses.


  • Matthew Bartle and David Marcus, partners, Bartle & Marcus LLC
5:15pm – 6:00pm F&I Dealer of the Year
Dealers’ Choice Awards and F&I Digital Media Awards
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6:00pm – 7:30pm Exhibit Hall Open and Evening Reception

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2018 Advisory Board

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

Cindy Allen
CEO, StoneEagle

Lee Bowron
Founder, Kerper and Bowron, LLC

Dave Duncan
President, Safe-Guard Products International

Kristen Gruber
President, Dealers Assurance Company

Lori Hallissey
COO, Portfolio Reinsurance Services

Randy Henrick
President, Randy Henrick & Associates, LLC

Arden Hetland
President, American Financial
and Automotive Services

Dan Jones
Principal, Eckbond Coatings, Inc.

Daniel Lievrouw
Executive Vice President and CIO, American Guardian Warranty Services, Inc.

Adam Pope
President, Warranty Solutions

Brian Reed
President, F&I Express