2019 Summer Conference
Tuesday, July 23, 2019 – General Session
(8:00 AM – 12:30 PM)
“Marketing Tactics to Implement in Your 2020 Plan”
Grace Vest, National Account Executive, Team SI
With marketing always evolving at a fast rate, it can be hard to keep up with all the trends. Dealers can have the most compelling, action-inspiring advertising, but if Dealers are not serving it up to the right people, at the right time, using the right frequency, it’s unlikely to achieve what they are after. Grace will put together a list of important marketing trends that Dealers will want to implement into their 2020 marketing strategy all based on data to enhance their bottom line.
“Turning Your Retirement Plan Into a Valuable Employee Benefit”
Doug Allen, Reg. VP, Retirement Plan Sales & Lessie Evans, Client Relationship Mgr., Nationwide Financial
Saving for health care expenses down the road for your employees is a critical component of a successful retirement plan. This presentation will explain how balancing Health Saving Accounts and other information with retirement plan account data, dealers can educate their employees on the value of using HSAs to enhance their long term, retirement savings strategy. This presentation will also go over education “best practices”, proven ways to make your retirement plan a better retention tool for your employees and innovations in Health Savings Accounts.
“Tower of Benefits Misery”
Brian Connelly, Director of Product Development & Strategy, Gilsbar
Most employers have given up on achieving lofty outcomes such as having appreciative and educated employees who clearly understand the overall value of the comprehensive and expensive benefits package that dealers provide. Affordability is where the focus is today. Considering how much money employers spend to offer a “competitive” benefits package they should be able to expect substantial outcomes for the investment. This presentation will address how to establish a clear strategy that is focused on retention, employee engagement, productivity and the overall well-being of your employees so that the benefits decisions become obvious. During this session, Brian will discuss the 5 areas to focus on to help employers establish and execute a clear and sustainable benefit strategy. You will learn how cultural alignment plays a critical role in employee benefit design and delivery while exploring the concept of value vs. perceived value with employee benefits.
“Equip Your Business with Financial Know-How: Tax Updates,
Financial Statements & Key Financial Ratios”
Gretchen Ockman, Senior Tax Services Manager, LaPorte CPAs & Business Advisors
This presentation will explain the key tax changes that may affect dealerships, along with how financial statements and associated ratios can provide business insights. Gretchen will review current hot tax topics ranging from the Tax Cuts & Jobs Act, key tax reform changes affecting a dealer’s returns, sales & use tax and an update on the Wayfair decision. She will then discuss examples of the information you can find by looking at your financial statements and key financial ratios.
“Developments in Employment Law for Dealers”
Amy McIntire, Chaffe McCall, LLP
The presentation will highlight developments in employment law for dealers. Recent developments include changes to federal overtime and labor laws which will impact most – if not all – dealers. We will discuss these changes in detail and offer advice as to how dealers can comply with these changes in the law. Comments and questions from dealers on any topic, whether employment-related or not, will be welcomed at the end of the presentation.
“Screening, Hiring, & Retaining Employees ”
Scott Warren, Federated Insurance
A company’s hiring and employee retention practices communicate a lot about its culture. Many employers agree that bringing qualified applicants into their business is one of their primary challenges, and today’s competitive employment market can make it even harder to land top talent. This discussion focuses on ways to find quality applicants in your industry, establish strong and consistent hiring practices, and reinforces the value of continuous recruiting and employee retention to distinguish you as an “employer of choice”.
Joint Annual Conference
February 10-12, 2020
Joint Annual Conference (DSEDA & MSEDA)
February 10-12, 2020, The Ritz Carlton in New Orleans