Auto Dealership Conference

Auto Dealership Conference
The premier event for CPAs and financial
professionals working with the auto industry
October 25-26, 2012
Venetian
Las Vegas, NV
Early Bird
Registration
Save
Pre-Conference
Value-Added Workshop
Wednesday, October 24th
75
$
by 9/10/12
Rev up your knowledge and
understanding of the critical
accounting, auditing and tax issues
driving today’s auto industry.
Renowned keynote speaker
Jim Ziegler
CSP, President & CEO,
Ziegler Super Systems
The Shape of Things to Come
Hotel cutoff date: 9/24/2012
Learn more or register
cpa2biz.com/conferences | 888.777.7077
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1
Top experts provide the latest updates, current
best practices and technical tools you need
to shift your business into high gear.
In today’s complex economy, where financial forecasts are still experiencing a winding road,
the auto industry is counting on their trusted business advisors to help steer them in the right
direction, and providing practical guidance and real solutions to drive their business forward.
At the 2012 AICPA Auto Dealership Conference, industry experts will dive into the
key issues of the day, providing you with timely updates, best practices and key information
to help serve your clients and businesses even better. You’ll also benefit from more technical
information sessions than ever – with specific tracks focused on accounting & auditing, tax
planning and business management solutions. Every aspect of the industry will be discussed:
from software compliance issues and internal audit processes to the metrics of evaluating buy/sell
situations, and merger & acquisitions. As the only conference geared toward CPAs and financial
professionals in the auto industry, this is one event you don’t want to miss!
Hot Topics
Focused tracks will help
accelerate your learning.
A key advantage of this unique conference
is the opportunity to acquire information to
take away and apply immediately in your
firm or business. Get the latest Accounting
& Auditing updates and Tax strategies;
additional topics to broaden your
business management expertise can
be found in the Advisor track.
You’ll also benefit from valuable panel
discussions, Q&As, and morning
discussion sessions that let you interact
with industry leaders and business experts
to share insights and best practices.
What’s It Worth? How the Current
Market Is Driving Valuations
Internal Audit Process –
A Panel Discussion
Tackling the Tough Tax Questions
FTC Security & BSA Software
Compliance in Dealerships
Advanced Attestation Services
Issues – Workpapers,
War Stories, etc.
Metrics for Evaluating a
Buy/Sell Opportunity
The “Oracle” Has Spoken –
Labor & Employment Law Update
Buy Here Pay Here and the
Franchised Auto Dealer
Who Should Attend
CPAs with auto dealer clients; dealership professionals, including owners, general managers,
CFOs, CEOs, controllers and auto manufacturer representatives.
Venetian, Las Vegas
Setting the standard for luxury in Las Vegas, this
legendary all-suites resort provides a spectacular
backdrop for you and your colleagues. After a full day
of sessions, unwind in the refreshing spa or pool, relax in
the elegant comfort of your lavish suite, and then enjoy
networking with friends at one of the exquisite awardwinning restaurants. It’s truly a one-of-a-kind experience.
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Register by 9/10/12 SAVE $75!
Conference Agenda
A-ACCOUNTING
AU-AUDITING
BMO-BUSINESS MANAGEMENT & ORGANIZATION
SKA-SPECIALIZED KNOWLEDGE & APPLICATION
FIELDS
OF STUDY
tracks
T-TAX
A&A-Accounting & Auditing Issues Tax-Tax Issues Advisor-Advisor
Virtual Session available to be streamed live via the web direct to
your office for those not attending the live conference.
Topics and speakers are subject to change
Pre-Conference Wednesday, October 24 / value-added Workshop
12:00 pm - 5:00 pmRegistration Open
1:00 pm - 5:00 pmPre-Conference Workshop (additional fee)
101 DMS Workshop SKA
Facilitator: Wayne Youngs, President & Consultant, Wayne A Youngs & Associates,
Midland, TX
Take advantage of this unique opportunity to hear directly from DMS providers
on new and interesting developments. Beginning with a panel discussion hosted
by Wayne Youngs, the workshop will then explore upcoming technology changes
and challenges facing the automotive industry. For the remainder of the session,
smaller “user group” break-outs will allow for interactive dialogue, insights and
demonstration of updated systems from DMS providers. Bring your questions
and walk away with new ideas on how to better utilize your computer system.
5:10 pm - 6:00 pmSolutions Session (complimentary)
S1 H
elping Your Dealer Get the Most Out of a Reinsurance Program:
Opportunities and Maximizing Profitability
Steve Burke, President & CEO, Portfolio General Management Group, Inc.,
Orange County, CA
This session will cover:
• Short recap of last year’s presentation, “Understanding Reinsurance”
• Maximizing benefits from your dealer’s reinsurance or participating program
• Understanding ceding statements
• Risks and rewards
• Your dealer’s rights
• Regulatory Issues
6:00 pm - 7:00 pmWine & Cheese Reception sponsored by Portfolio General
Management Group, Inc.
Thank You to Our Sponsors!
Silver
Silver
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Conference Agenda
Main Conference Thursday, October 25 / DAY ONE
7:00 am - 5:30 pmRegistration Open
7:00 am - 8:00 am
Continental Breakfast
8:00 am - 8:10 am
Welcome Remarks & Introduction
Sid Tobiason, Conference Chairman, CPA, Partner, Moss Adams, LLP, San Diego, CA
8:10 am - 9:25 am Keynote Session
1 The Shape of Things to Come SKA
James Ziegler, CSP, President & CEO, Ziegler Supersystems, Atlanta, GA
For 37 years, Ziegler’s been a recognized industry expert, retail consultant,
magazine columnist, author and renowned professional speaker – after a career as
a record-setting manager with top auto dealerships in the country, working in 1000
showrooms in 200 cities in 49 states. A respected industry futurist, his forecasting
has a 90+ accuracy in predicting industry trends and events.
Among the publications he writes for are Wards Dealer Business Magazine,
Automotive Retail, F&I/Showroom magazine, as well as for ADM Community and
Dealer Elite online communities. He is also the author of the best-selling book, The Prosperity Equation,
where he reveals his secrets of what it takes to be a success in the business world, and is a highly
regarded retail consultant working with manufacturers and more than 500 dealerships nationwide.
A word of warning… when Ziegler speaks, you’re never really quite sure if this
guy’s putting you on. His dry wit humor will sneak up on you and you’ll find
yourself chuckling several minutes after he told the joke – and never ask the man a
question if you are not fully prepared to hear the answer. His trademark is his brash,
forthright mannerisms, and the inclination to say exactly what’s on his mind. Ziegler’s
presentation is an irreverent look from another viewpoint at the trends and directions
the industry is taking and ways for dealers to be profitable in the millennium.
Manufacturer by manufacturer, Ziegler will comment and predict the future of the
industry as he perceives it. There will be a Q&A period at the end of the presentation.
9:30 am - 10:20 amGeneral Session
2 NADA Regulatory Update SKA
Paul Metrey, Chief Regulatory Counsel - Financial Services, Privacy, and Tax,
National Automobile Dealers Association, McLean, VA
Paul will provide an overview of significant developments in the red hot
financial services sector, how they may affect auto dealers, and the actions
NADA is taking in response. The overview will include a synopsis of the
recently completed FTC motor vehicle roundtables.
10:20 am - 10:50 amRefreshment Break & Vendor Display
10:50 am - 12:05 pm Concurrent Sessions
Select
One A&A
Concurrent
Session
4
Tax
3 What’s It Worth? How the Current Market Is Driving
Valuations A
Adam Lawyer, CPA/ABV/CFF, Manager, Dealership Service Group, Dixon Hughes
Goodman LLP, Dallas, TX
Timothy York, CPA/ABV, Partner-in-Charge, Dealer Services Group, Dixon Hughes
Goodman LLP, Birmingham, AL
This session will discuss the current market and industry forces in play that
impact values, both positively and negatively. Vehicles sold in the marketplace
have rebounded from the terrible lows of recent years, and this session will
describe how those improvements in performances of dealerships impact
valuations. It will also discuss how the market derives the value for dealerships,
down to the types of methods utilized. Finally, there are always industry wide
nuances to be considered when valuing a store, from the types of franchise,
the location, demographics, and much more.
4 IRS Update T
T
erri Harris, Motor Vehicle Technical Advisor, Internal Revenue Service,
Grand Rapids, MI (invited)
This session will focus on recent IRS activity.
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Advisor
5 The ABC’s of Green Dealership Facilities SKA
Select One
Concurrent
Session
(continued)
Dave Phillips, Architect & Contractor, PHILLIPS Architects & Contractors, Ltd.,
Minneapolis, MN
Dealers are constantly approached with new ideas to “green” their facility
while providing an amazing ROIs. Dave will review many of these ideas and
provide his insight on: “green;” how to become more “green;” what will it cost
to be “green?” He will also review ideas on how and when to consider changing
practices to be more green. Some practices have surprising ROI potential while
others are just hype. The discussion will include examples applicable for existing
facilities that may need or want physical upgrades. Dealerships considering new
facilities will benefit from the discussion and cost benefit analysis of the pros and
cons of a new LEED Certified facility. A short Q&A follows the presentation.
12:05 pm - 1:00 pm
1:00 pm - 2:15 pm Luncheon
Concurrent Sessions
Select One
Concurrent
Session
A&A
Tax
Advisor
6 Internal Audit Process – A Panel Discussion AU
Moderator: John Davis, CPA, Partner, Dixon Hughes Goodman LLP, Atlanta, GA
Panel: Laura Carlisle, CPA, Chief Financial Officer, Kuni Automotive, Portland, OR
Lewis Fisher, CPA, Senior Manager, Moss Adams, LLP, Orange County, CA
Scott Housel, Director, Internal Audit, Hendrick Automotive Group, Charlotte, NC
Michelle Reeve, Director — Internal Audit, Group 1 Automotive, Houston, TX
Join this open discussion of internal audit techniques, procedures and “real life”
insight into this important area, where you’ll hear from internal audit directors of
some of the largest and very successful dealership groups in the country.
7 Tackling the Tough Tax Questions (repeated in #10) T
Leslie Frye, CPA, Partner, Dixon Hughes Goodman LLP, Hurst, TX
Wayne Robbins, CPA, Partner, Dixon Hughes Goodman LLP, Raleigh, NC
This session will focus on several topics, including: applying the new temporary
regulations §1.263(a) as it relates to automobile dealers and capital expenditures;
factory image upgrade payments and potential tax treatment; planning for
the amended version of the 2010 Health Care & Reconciliation Act, disclosure
requirements for reporting foreign owned assets and the new form 8938, and
compensation planning for S Corporations and their stockholders.
8 FTC Security & BSA Software Compliance in Dealerships SKA
Erik Nachbahr, President & Founder, Helion Automotive Technologies,
Baltimore, MD
Dealerships are prime candidates for Federal Trade Commission (FTC) and the
Business Software Alliance (BSA) action. These organizations are identifying
and pursuing the risks associated with lax security and software licensing best
practices in dealerships. A recent action by the FTC found a that a dealership
did not take “reasonable measures” to protect customer data which was
accidentally shared online. The BSA, a nonprofit which represents key software
industry players such as Microsoft and Apple, has pursed enforcement action
against several dealers with settlements approaching $1 million. Join a dealership
technology expert for a frank discussion of the risks dealers face with security
and licensing. He will explore tell tale signs of security holes and copyright
infringement and suggest action to take today to protect the dealership.
2:15 pm - 2:45 pmRefreshment Break & Vendor Display
2:45 pm - 4:00 pm
Concurrent Sessions
Select One
Concurrent
Session
A&A
Tax
Advisor
9 GM Roundtable SKA
Conrad Letson
Session Detals TBA.
10 Tackling the Tough Tax Questions (repeat of #7) T
Leslie Frye, CPA, Partner, Dixon Hughes Goodman LLP, Hurst, TX
Wayne Robbins, CPA, Partner, Dixon Hughes Goodman LLP, Raleigh, NC
11 DMS Update SKA
Wayne Youngs, President & Consultant, Wayne A Youngs & Associates, Midland, TX
It is the best time to review processes — both DMS and compliance:
• Shorten your contract terms (make all co-terminus)
• Protect against unexpected increases and control monthly expenses
• Reduce and remove overlap in applications
• New products CRM, F&I, parts and service/marketing
• Are outsourced IT services an option? (the new wave)
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Agenda-at-a-Glance
tracks:
GENERAL SESSION
A&A
Wednesday, October 24 / pre-conference workshops & reception
12:00 pm - 7:00 pm
Registration Open
1:00 pm - 5:00 pm
101 DMS Workshop (additional fee)
5:10 pm - 6:00 pm
S1 Helping Your Dealer Get the Most Out of a Reinsurance Program: Opportunities and M
6:00 pm - 7:00 pm
Wine & Cheese Reception sponsored by Portfolio General Management Group, Inc.
THURSDAY, OCTOBER 25 / MAIN CONFERENCE DAY ONE
7:00 am - 5:30 pm
Registration Open
7:00 am - 8:00 am
Continental Breakfast & Vendor Display
8:00 am - 8:10 am
Welcome Remarks
8:10 am - 9:25 am
1. The Shape of Things to Come — Jim Ziegler
9:30 am - 10:20 am
2. NADA Regulatory Update
10:20 am -10:50 am
Refreshment Break & Vendor Display
10:50 am - 12:05 pm
3. What’s It Worth? How the Current Market is Driving
Valuations
12:05 pm -1:00 pm
Luncheon
1:00 pm - 2:15 pm
6. Internal Audit Process — A Panel Discussion
2:15 pm - 2:45 pm
Refreshment Break & Vendor Display
2:45 pm - 4:00 pm
9. GM Roundtable
10. Tackling the Tou
4:10 pm - 5:25 pm
12. Advanced Attestation Services Issues —
Workpapers, War Stories, etc.
13. Metrics for Eval
5:30 pm - 6:30 pm
Networking Reception & Vendor Display
4. IRS Update
7. Tackling the Toug
FRIDAY, OCTOBER 26 / MAIN CONFERENCE DAY TWO
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7:00 am - 3:30 pm
Registration Open
6:30 am - 8:15 am
Continental Breakfast & Vendor Display
7:00 am - 7:50 am
15. It’s Not One or the Other — Digital Marketing and
Traditional Advertising
Should Work Seamlessly Together
8:00 am - 8:10 am
Welcome Remarks
8:10 am - 9:25 am
17. The Legal Horizon for the Franchised Auto Dealer
9:25 am -10:15 am
18. What’s Next #2: Trends and Strategic Changes that WILL Affect Your Store (or Your C
10:15 am -10:45 am
Refreshment Break & Vendor Display
16. The “Oracle” H
Update: What E
Employees Mus
10:45 am - 12:00 pm
19. Setting a New Course in Your Business Transition and Estate Plan
12:00 pm - 1:00 pm
Luncheon
1:00 pm - 2:15 pm
21. Mergers & Acquisitions Fundamentals — Due Diligence and Case Studies
2:15 pm - 2:35 pm
Refreshment Break & Vendor Display
2:35 pm - 3:25 pm
23. What Do CFOs Want from Their CPA?
3:25 pm
Conference Adjourns
Register by 9/10/12 SAVE $75!
TAX
ADVISOR
Maximizing Profitability (Complimentary)
5. The ABCs of Green Dealership Facilities
gh Tax Questions
8. FTC Security & BSA Software Compliance in Dealerships
ugh Tax Questions
11. D
MS Thoughts
luating a Buy/Sell Opportunity
14. D
ealership/Banker Finance Panel
Has Spoken — Labor & Employment Law
Employers, Still Foolish Enough to Employ
st Know — Or Else
S2. Recap and Analysis of the Temporary Tangible Property
Capitalization Regulations
Client’s) Operations and Future
20. Buy Here Pay Here and the Franchised Auto Dealer
22. Parts Departments: How to Identify a Problem and How the Controller/CPA
Can Help Fix It
24. ABC of LIFO
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Conference Agenda
4:10 pm - 5:25 pm
Select One A&A
Concurrent
Session
Advisor
Advisor
Concurrent Sessions
12 Advanced Attestation Services Issues – Workpapers,
War Stories, etc. AU
Ken Rosenfield, CPA, Managing Member, Rosenfield & Company PLLC, Orlando, FL
This session will review advanced techniques in providing audit, review, agreed
upon procedures and merger/acquisitions services to dealerships. It will include
workpaper presentation, fieldwork techniques, how to understand various
reports and what not to do!
13 Metrics for Evaluating a Buy/Sell Opportunity BMO
Todd Berko, Partner, Belair Partners, Hopewell, NJ
While the desire to buy a dealership is based on economics, the decision to
sell a dealership is based on economics and the desire to retire, downsize or
move to a different activity. The metrics used must encompass, operations, past
and anticipated financial performance, real estate, and the reinvestment of
proceeds. The specific metrics used in any transaction may vary, based on buyer
and seller profiles. This session will provide the tools to evaluate a buy/sell
opportunity from both the seller and buyer perspectives. The metrics used by
different classes of buyers and sellers will be identified and defined so buyers
will know who is most likely to sell. The application of different metrics are
applied and the benchmark values used for evaluation will also be covered.
14 Dealership/Banker Finance Panel BMO
Panel members will give a brief presentation on where lending to automobile
dealers and the economy are headed in 2013, followed by a Q&A.
5:30 pm - 6:30 pm Networking Reception
Main Conference Friday, October 26 / DAY TWO
7:00 am - 3:30 pm
6:45 am - 8:00 am
7:00 am - 7:50 am
Registration Open
Continental Breakfast
Concurrent Sessions
Concurrent
Session
Chris Herman, President & COO, Herman Advertising, Fort Lauderdale, FL
Since the advent of the digital marketing revolution, many auto dealers have
become uncertain as to whether they should stick with traditional advertising
or scrap it in favor of digital marketing. The truth is, the most successful auto
dealers are using a powerful combination of both. This session will provide an
insightful and thorough look into the successes available to auto dealers who
use a combination of digital marketing strategies supported by traditional
advertising campaigns.
Advisor
Select One
Advisor
8
15 It’s Not One or the Other – Digital Marketing and Traditional
Advertising Should Work Seamlessly Together SKA
16 The “Oracle” Has Spoken – Labor & Employment Law Update:
What Employers, Still Foolish Enough to Employ Employees,
Must Know – or Else SKA
Keith Watts, Attorney, Co-Managing Shareholder, Ogletree Deakins, Orange County, CA
Sullivan v. Oracle held that an employer with “California based operations”
and out-of-state employees who work in California (even for a short time) must
pay those employees under California’s overtime laws. What!? Learn how the
“employee friendly” states across the country never fail to stun and surprise.
In addition, have you asked these questions lately: Have you removed yourself
from the “lottery-wheel of justice” by implementing arbitration? Are the
measures you need to minimize litigation in place? Keith Watts, an employment
expert, will speak on labor and employment issues from a legal perspective.
In addition to the labor law update, he will offer practical advice on:
• Methods to help you avoid hiring the “walking lawsuit”
• How to protect your business from the scourge of “problem employees”
• Preparing the workplace to be as “defensible as possible against
employment issues
• Best practices for reducing the risks of lawsuits, such as wage hour,
harassment and retaliation
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7:00 am - 7:50 am
Concurrent Sessions
Concurrent
Session
(continued)
Chris Hitselberger, Managing Director, Cost Segregation and 179D – SourceCorp,
Princeton, NJ
Charles Duncan, Director, Cost Segregation and 179D – SourceCorp, Ft. Worth, TX
With the issuance of the temporary Tangible Property Capitalization
regulations in late 2011, automotive dealers now have more options and
in some cases more concerns with respect to capitalizing and expensing
dealer image upgrades and improvements. The new regulations are lengthy
and cover many topics. The areas specifically relevant to dealers include the
sections addressing dispositions and repairs and maintenance. As dealerships
undergo mandated and voluntary image upgrades, a keen understanding
of the new tangible property capitalization regulations by their CPA will be
critical to proper and favorable treatment of these major expenditures.
Advisor
Select One
8:00 am - 8:10 am
S2 Recap and Analysis of the Temporary Tangible Property
Capitalization Regulations SKA
Welcome Remarks & Introduction
Sid Tobiason, Conference Chairman, CPA, Partner, Moss Adams, LLP, San Diego, CA
8:10 am - 9:25 amGeneral Session
17 The Legal Horizon for the Franchised Auto Dealer SKA
Richard Sox, Esq., Managing Partner, Bass Sox Mercer, Tallahassee, FL
Get a comprehensive update on the franchise activities of motor
vehicle manufacturers, and initiatives impacting motor vehicle dealers.
The session will include discussion on:
• Sales performance threats
• Facility upgrade pressure
• Uptick in proposed add points
• Buy-sell activity
• Warranty and sales incentive audits
• Franchise legislation initiatives
• Limited allocation by Japanese manufacturers
9:25 am - 10:15 amGeneral Session
18 W
hat’s Next #2: Trends and Strategic Changes that WILL Affect Your
Store (or Your Client’s) Operations and Future in the Near Term SKA
Joseph Herman, COO, Kuni Automotive, Vancouver, WA
This session will cover observations of current structural and operating trends,
with some predictions of what may occur for dealers in the near term, from a
strategic opportunity perspective, along with some structural changes that are
coming for core dealership operations.
10:15 am - 10:45 amRefreshment Break & Vendor Display
10:45 am - 12:00 pm Concurrent Sessions
Select One
Tax
Concurrent
Session
Advisor
12:00 pm - 1:00 pm
1:00 pm - 2:15 pm
A&A
19 Setting a New Course in Your Business Transition and Estate Plan T
Richard Thornton, CPA, PFS, Partner, Moss Adams LLP, Portland, OR
Integrating sound business judgment with prudent family estate planning is
critical to achieving a successful transition plan, for the business and for the
family. This session will provide specific strategies to consider as well as a focus
on the numerous income, gift and estate tax changes on the horizon in 2013
and what to consider before the end of 2012.
20 Buy Here Pay Here and the Franchised Auto Dealer SKA
Kenneth Shilson, CPA, President, Founder, Subprime Analytics/NABD, Houston, TX
This session will discuss the profit opportunities for franchise dealers who diversify
into BHPH, outlining the fatal pitfalls to avoid and the synergies with franchise
operations. Additionally, it will present the industry benchmarks which can be used
to model future projections and develop a successful business model. A compliance
and regulatory update will also be covered, and questions and answers encouraged.
Luncheon
Concurrent Sessions
21 Mergers & Acquisitions Fundamentals – Due Diligence
and Case Studies A
Edward Alden, CPA, CFO, Greenway Automotive, Orlando, FL
A successful deal can be a challenge. Finding the right mix, negotiating and
processing the purchase to fruition, to integrating your policies and procedures
can be a complex task. This session will provide information that will assist you
in executing the transaction, driving true value and investment returns.
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9
Conference Agenda
1:00 pm - 2:15 pm
Concurrent Sessions
Concurrent
Session
(continued)
Dan Ware, Vice President/Director of Parts Operations, Retired, Larry H. Miller
Management Co., Sandy, UT
A review of some of the common (and perhaps not so common) problems that
can affect a dealership’s parts department bottom line. This session will look
at what reports are needed, and how the controller/CPA can interpret them
to discover and remedy the problem.
Advisor
Select
One
22 Parts Departments: How to Identify a Problem and
How the Controller/CPA Can Help Fix It BMO
2:15 pm - 2:35 pmRefreshment Break & Vendor Display
2:35 pm - 3:25 pm
Concurrent Sessions
Advisor
Tax
Select One
Concurrent
Session
3:25 pm
23 What Do CFOs Want from Their CPA? SKA
Wayne Fortier, CPA, Corporate Accountant, Stevenson Automotive Group,
Jacksonville, NC
What should you expect from your relationship with your public accounting
firm? Beyond the tax and audit work normally expected, what else is there?
Your relationship should be free flowing with ideas and solutions to tackle
the growing challenges that automobile dealers face in todays environment.
This session will demonstrate high-impact ideas that resulted from relationship
conversations with knowledgeable automotive accounting firms:
• Alternative non-vin-specific used-vehicle floorplanning
• Health insurance – specific measures that can control costs
• Payroll – centralization and consolidation of multiple payroll centers
and EIN structures
• Forms – reduce cost and tracking of forms inventory for large
dealership groups
• 401(k) – administrative & fiduciary responsibilites
• Reinsurance companies – single parent – a flexible approach
24 ABC of LIFO T
Joseph Magyar, CPA, Partner, Crowe Horwath, LLP, Tampa, FL
This session will present the benefits and basic mechanics of the LIFO method,
including a discussion of the methodologies available to auto dealers. It will
summarize the alternative methods for new and used vehicles, and review a
common approach for parts LIFO. The various business structuring transactions
and changes in tax status and how they impact LIFO will be highlighted.
Status of the potential repeal of the LIFO method, impact of IFRS and
other current issues impacting dealerships LIFO will also be discussed.
Conference Adjourns
All conference presentation materials will be posted to AICPAConferenceMaterials.com
Attendees will have access to download materials in advance of the conference and after the conference concludes.
*Be sure to supply a valid email address when registering. Instructions to access the speaker materials and website are distributed
via email approximately two weeks prior to the start of the conference. Also, add [email protected] to your safe sender list.
Steering Committee
Chair
Sid Tobiason, Moss Adams, LLP, San Diego, CA
Members
Ted Alden, Greenway Automotive, Orlando, FL
John Davis, Dixon Hughes Goodman LLP, Atlanta, GA
Don Ray, The Rawls Group, Memphis, TN
Ken Rosenfield, Rosenfield & Co., PA, Orlando, FL
Dianne Wells, Plante & Moran PLLC, Southfield, MI
AICPA
Staff
Kathleen Horton, Conference Operations, Durham, NC
Tracey Kenney, Program Development, Durham, NC
10
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RECOMMENDED CPE CREDIT 16 (main), 5.5 (optional)
Virtual Sessions Credit: Both days - 16
This conference was prepared in accordance with the Joint AICPA/NASBA Statement on Standards for
Continuing Professional Education (CPE) Programs effective on January 1, 2002. The recommended CPE
Credits are in accordance with these standards; however, your individual state board is the final authority
on the acceptance of programs for CPE credit.
CONFERENCE FEE
Registration fees are determined by current membership status in the AICPA. Please indicate member
number on the registration form to obtain the correct discount. Conference fee includes all sessions,
conference materials, continental breakfasts, refreshment breaks, luncheons and a reception. Fee for
value-added workshops includes all session materials and refreshment breaks.
GROUP REGISTRATION
Registration for 2 or more individuals at the same time may qualify for group discounts; additional savings
may be available for groups of 10 or more. For more information please call the AICPA Service Center at
888.777.7077 (9AM-6PM ET). Program Code: AUTO12
dress code Business Casual
CANCELLATION POLICY
You may cancel without penalty if written cancellation requests are received by September 10, 2012.
Due to financial obligations incurred by the AICPA, a credit voucher less 50% of the registration fee
will be issued for written requests received by October 4, 2012. No refunds or credits will be issued
on cancellation requests received on or after October 5, 2012. For further information, call the
AICPA Service Center at 888.777.7077.
HOTEL AND GROUND TRANSPORTATION INFORMATION
Contact the hotel directly to obtain their policy on reservations, deposits and cancellations. Rooms will
be assigned on a space-available basis only. To receive our special group rates mention that you will be
attending the AICPA Auto Dealership Conference.
Venetian
3355 Las Vegas Boulevard South
Las Vegas, NV
Hotel Phone: 702.414.1000
Hotel Reservations: 866.659.9643
Hotel Room Rate: $189 single/double + $15 resort fee
Hotel Reservation Cutoff Date: September 24, 2012
Ground Transportation – to and from the hotel and airport (rates and times are approximate)
Taxi Service: $15-$20 each way, 15-30 minutes Hotel Parking: Valet and self parking are complimentary
AIRLINE INFORMATION
The AICPA has a special arrangement with Maupin Travel, Inc. of North Carolina to assist you with your
travel arrangements. This travel agency may be reached at 800.345.5540. If you prefer to make your own
travel plans, be sure to mention the participating airline’s reference number (listed below) to take advantage
of deeply discounted “Zone Fares” that do not require a Saturday night stay-over. Discounts are valid for
round trip registered AICPA meetings or conferences only. Some restrictions may apply.
American Airlines
800.433.1790
Index #22047
United Airlines
800.521.4041
Refer to Meeting ID #531SI
Delta Airlines
800.328.1111
Refer to Meeting ID #NM8QE
For up-to-date airline information regarding special travel discounts, please visit cpa2biz.com/conferences.
Due to recent airline industry fare restructuring, we cannot guarantee that the above group travel agreements
will be in effect at the time when you are making your travel arrangements. Please contact the airline and/or
your travel agency for latest applicable discounts and arrangements.
CAR RENTAL
Hertz Car Rental – AICPA Member Discounts: Call 800.654.2240. Ref. Code CV#021H0019. Airline and
car rental discounts are available only when you or your travel agent book through the 800 number.
We strongly advise you to confirm your conference registration and hotel reservation prior to making
your travel plans.
EXHIBIT AND SPONSORSHIP OPPORTUNITIES
Don’t miss the opportunity to present and sell your organization’s services and products to thousands of
CPAs and financial professionals at AICPA conferences. For detailed information on conference exhibit
and sponsorship opportunities, please send your email to [email protected].
Learn more or register | cpa2biz.com | 888.777.7077
11
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auto12
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the following:
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$_______
$275
AUTO12VIRTUAL – Both Days – $895 AICPA Member
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101 DMS Workshop
Pre-Conference workshop -Wednesday, October 24 (additional fee)
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220 Leigh Farm Road
Durham, NC 27707
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