CYA – Cover Your Assets – Learn How Dealers Protect their Data, Provide a Legacy, and Prevent Legal Troubles
Attention Dealers…
- Did you know that according to the Data Breach 2022 report, a single data breach on a company cost an average of $9.44 million? That’s a single breach!
- Are you aware that EACH violation of the GLBA (in effect as of 6/9/23) can result in fines of $10,000 for each violation, &/or up to 5 years in prison.
- Did you know that Auto dealers found to be noncompliant with OFAC regulations can face up to 30 years in jail and fines of up to $10 million against your company plus up to $1 million per incident. And that’s just for OFAC violations!
- Did you know that if you have a poorly structured Tax-plan, you could be leaking millions of dollars and you may be “over-paying” to Uncle Sam. Your legacy wealth bucket may be a strainer and you don’t even know it!
Presented by industry speakers, trainers and consultants:
Tom Kline: Compliance and regulatory consultants
John Acosta: Cyber Security and Data protection consultant
Mark Burkholder & David Gibson: Tax & Wealth planning strategists and consultants (2023-156760)
Jonathan Dawson: Founder of Sellchology and the Pinnacle Training Center
Schedule at a glance:
Tuesday, 11th:
12:30pm – Registration
1:00pm – General Sessions begin
5:00pm – Day 1 ends
6:30pm – VIP Dinner (all attendees invited)
Wednesday, 12th:
9:00am – General Sessions begin
12:00pm – Lunch with Q&A
1:00pm – General Sessions begin
4:00pm – Day 2 ends
Join Us July 11th & 12th for this 1.5 day workshop designed to protect you and your business.
- Risk Mitigation:
- GLBA (Gramn Leach Bliley Act): What do you need to know NOW!
- Proactively build a risk transference program
- Remediate and correct issues, document and report
- Create internal policies to reduce liability
- Assign responsibilities and accountability
- Review and audit people, processes, protocols and policies
- You’re being audited – what do you need to do immediately
- Insurance Policies:
- Do you have the correct coverage to prevent the risk of losing everything
- What policies are necessary and which are too weak to protect you, or a waste of money
- How to review and revise your existing plans to ensure they cover you and aren’t overly costly
- Cyber Threats:
- How ransomware can disable your entire company and how to prevent it
- Your most vulnerable areas a hacker will use to breach your dealership’s data
- Data-breaches and the public consumer-backlash – the long-term ripple effect
- What software & hardware you need but probably don’t have
- Legally Reduce Tax Liabilities:
- Set up the correct tax structure to minimize exposure
- (Re)assess your deductions and reduce tax expenses
- Not all “legal loopholes” are worth jumping through
- Establish a Succession Plan:
- Promote family harmony
- Prevent unwarranted government interference
- Transfer wealth, assets, and responsibilities correctly
- Staffing & team development:
- Recruiting & Hiring strategies to prevent bad hires
- Compensation and incentivization structures to maximize productivity
- Develop a motivating & training culture to maintain growth and reduce economic downturns or stagnation
This event is for Dealers who want to ensure they are not at risk to lose everything they have built due to a compliance failure, a data or cyber-security exposure, or lack of a properly structured tax-wealth plan! You’ll also learn operational best practices to grow your dealership and recruit, hire and retain a high-quality team!
FREE tickets if you are a current dealer-partner with any of the following service providers
- Sellchology (LITE Consulting) – Sales & Management Training & Consulting
- Coupon Code: Sell
- CarNOW – Digital Retailing
- Coupon Code: CarNow
- Fairchild Solutions – Service Training & Consulting
- Coupon Code: Service
Save 65% if you are a current dealer-partner with any of the following service providers (reduce your ticket by 65% – a savings of over $800)
- Pinnacle Society – Dealers who have Pinnacle members
- Coupon Code: Pinnacle
- Better Vantagepoint – Compliance & Regulatory Consultants
- Coupon Code: Vantage
- V-Tech Dealer IT – Cyber & IT security
- Coupon Code: Cyber
- Peachtree Planning – Tax & Wealth Management Services
- Coupon Code: Wealth
- Drive Centric – CRM & Communication
- Coupon Code: Drive
- Ascent Dealer Services – F&I Products, Protection & Training
- Coupon Code: Ascent
- NextUP – Floor Traffic and Productivity Software
- Coupon Code: Next
– No Sales Pitches or Booths at this event
Hourly Schedule
Tuesday, 11th
- 12:30 - 1:00pm
- Registration
- All attendee registration
- 1:00pm - 5:00pm
- General Sessions
- General Sessions
-
Speakers:
John Acosta, Jonathan Dawson, Mark Burkholder, Tom Kline
- 6:30pm - 8:30pm
- VIP Dinner
- Private Dinner
Wednesday, 12th
- 9:00am - 12:00pm
- General Sessions
- General Sessions
-
Speakers:
John Acosta, Jonathan Dawson, Mark Burkholder, Tom Kline
- 12:00pm - 1:00pm
- VIP Lunch
- Q&A with Hotseat
- 1:00pm - 4:00pm
- General Sessions
- General Sessions
-
Speakers:
John Acosta, Jonathan Dawson, Mark Burkholder, Tom Kline
- 4:00pm
- Event Ends
- End of Event
Speakers
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Jonathan DawsonCo-founder of the Pinnacle Society | Sellchologist | Consultant | Trainer | Speaker | Coach
Jonathan has thrived for 20 years in the automotive industry and has spent much of that time as an Internationally recognized Dealership consultant, highly sought-after sales trainer, and keynote speaker.
Jonathan has been fortunate enough to become the friend, coach, and trainer to some of the top salespeople in the automotive industry.
He helps sales professionals & managers have breakthroughs and dominate their marketplace by focusing on the psychology behind the sales and is the founder of Sellchology Selling Systems.
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Mark BurkholderFinancial Specialist | Vice President, Peachtree Financial Planning
Mark Burkholder is a nationally recognized speaker and financial specialist who works primarily with automobile dealers and business owners, helping them implement strategies that protect their earning potential and assets. Clients work with him because of his attention to what matters most to them and his ability to apply this to their finances. The benefit is that his clients have confidence that they will successfully achieve financial balance.
Mark spent 15 years managing a successful private business before he began his career in financial services with Peachtree Planning in 2009. Mark and the Peachtree Planning team help clients plan for the future, understand how to protect themselves, and ease the stress and time it takes to manage their personal finances. The relief that comes with financial confidence is powerfully rewarding, which makes it far easier to continue making optimal financial choices once they’ve taken that important first step.
Mark and his wife Kristy spend most of their time tending to their four children at different sports activities. They worship at Church of the Highlands and Mark spends his free time playing golf and tennis.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian
2023-156760 -
Tom KlineLead Consultant & Founder | Compliance & Regulatory Consultant
Owning and running a dealership can feel like trying to tuck an octopus in bed and the tentacles keep flopping out. Tom Kline appreciates and understands this as, for thirty (30) years, he was a dealership franchise owner.
Kline specializes in solving dealership problems through risk mitigation remedies, compliance, and dispute resolution (i.e. tucking in the tentacles). He is the Lead Consultant & Founder of Better Vantage Point, Tuck The Octopus (a new, early efforts GRC package), and AlwaysDoBetter.com and has worked with both publicly-held and private dealerships. Kline routinely speaks at national conferences, workshops, 20 groups, presents webinars about risk transferences and risk mitigation topics & techniques, and routinely provides expert witness testimony to defend dealerships.
Kline also writes for seven (7) publications and has multiple trade group endorsements. Thanks for seeing things from a Better Vantage Point, where “We Get You Out of Trouble…and Keep You Out of Trouble.sm “
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John AcostaChief Executive Officer | V-Tech Dealer IT
John Acosta. A gearhead with a deep love for cars, has a wealth of experience spanning decades in both the automotive and tech industries. His journey began in the United States Air Force, serving over eight years as a jet engine specialist. This role honed his attention to detail and understanding of complex machinery, invaluable skills that he would later bring to the automotive industry.
Being bilingual in English and Spanish, John’s communication reach has extended beyond linguistic barriers, facilitating strong relationships within diverse automotive communities. This capability has also played a significant role in expanding his professional network.
Driven by his entrepreneurial spirit, John has made remarkable strides in the business side of the automotive industry. He has successfully helped hundreds of dealerships improve their operations and embrace technological advancements.
His strategic advice and innovative solutions have not only enhanced dealership performance but also fostered a more forward-thinking industry. John’s passion, experience, and dedication make him a vital player in the ever-evolving automotive world.
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David Gibson, CExPFinancial Specialist | CExPPeople choose to work with David because they trust him. He takes the time to find out what is important to his clients and their personal goals for their money. David’s approach to working with his clients is help them make educated decisions that feel right to them.
David’s clients include both individuals and small business owners. He advises his clients on a variety of matters including maximizing and protecting wealth and retirement planning.
David has a diverse experience that includes his planning practice and senior positions as a corporate executive. David has an engineering degree from Georgia Tech and has a MBA from Washington University in St. Louis.
David lives in Fayetteville with his wife, Melissa, and twin boys, Joseph and Joshua. David is an active member of Evergreen Church and a leader in Boy Scouts.
David maintains two offices, 401 West Park Court Suite 200-A, Peachtree City, GA 30269 and 5040 Roswell Road, Atlanta, GA 30342. David’s mobile number is 770-584-6258.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian
2023-156760