the road ahead - Geffen Mesher
Transcription
the road ahead - Geffen Mesher
MEMBER FIRMS BAKER TILLY VIRCHOW KRAUSE, LLP LANE GORMAN TRUBITT, PLLC Was h i n g t o n , DC, VA , MD Br a d N i c k l in 7 0 3 . 9 23 . 8 59 6 | b a k erti lly.com DALLAS, TX BOB C LUMBERW O R T H C OLLIN KANELA K O S 214. 8 71. 7500 | L GT .C PA.C O M BLUM SHAPIRO & CO., P.C. We s t h a r tfo rd, ct j oh n sp a t che r r ic k p a r me lee 8 6 0 . 561 . 4 000 | b lumsha p i ro. c om CROWE HORWATH, LLP C A , I N , I L , O H, FL, TX J OD I K I P P E 95 4 . 4 8 9 . 4 74 2 S T E P H E N B E DELL 6 1 4 . 3 6 5. 221 3 | CRO WE HO RWATH. COM CLIFTON LARSON ALLEN, LLP MN, NC , MO SC OTT G ORDEN 6 1 2. 376 . 4751 KAREN THOMAS 704. 998 . 5227 DAVE KELLER DAVE WIG G INS 314. 925. 4300 | C L IF T O N L AR S O N AL L EN .C O M PO R T L A N D, O R BILL Y MO R GA N D O UG L O V E T T D AV E P O R T ER 5 0 3 . 221 . 01 4 1 | GMCO .CO M HANNIS T. BOURGEOIS, LLP THE MIRONOV GROUP, LLC BA T O N RO U GE , LA S T E V E H UG G I N S G LE N L A B O R DE 2 2 5 . 9 28 . 4 77 0 | HTB CP A .CO M EDISON, NJ, MIN EO L A, N Y , Bl u e Bel l , PA G EORG E BERRY LOUIS Y OUNG 732. 379. 5200 | M IR O N O V GR O U P.C O M HENDERSON, HUTCHERSON, & MCCULLOUGH PLLC TYLER, SIMMS, & ST. SAUVEUR CPA’S P.C. C H A T T A N O OGA , TN TR A V I S H O R TO N R AN D A L L H EB E RT 4 2 3. 7 56. 7 77 1 | HHMCP A S.CO M 19th Annual CEO & CFO Forum THE ROAD AHEAD SATISFYING YOUR CUSTOMERS & THE FACTORY MACKAY, LLP EDMONTON, AB DON SMITH 78 0. 420. 06 26 VANC OUVER, BC JACK LAZAREF F 6 04. 6 8 7. 4511 | M AC K AY .C A GEFFEN MESHER & COMPANY, P.C. presents the LEBANON, NH ERNIE TY LER KEN G OODROW JIM G ODFREY 6 03. 6 53. 0044 | T S S - C PA.C O M SPONSORED BY: Orlando, Florida Friday, February 8, 2013 Sheraton Lake Buena Vista Resort Featured Speakers 19th Annual CEO & CFO Forum Never before has getting from Point A to Point B been easier. From built-in GPS systems to smartphones with navigational tools, it is a breeze to navigate the road ahead. Or is it? When we start out on a journey, we know where we begin and where we hope to end up; it’s the time and space in between that can throw us a “curve” during our travels. It is no different when you are navigating your dealership’s journey down that long road known as The Future. But knowledge, know-how, skills and provocative ideas provided by some of the automotive industry’s brightest and best can make your dealership’s trip a bit less hazardous. Join the member firms of AutoTeam America as they proudly present the 19th Annual CEO/CFO Forum “The Road Ahead: Satisfying Your Customers & the Factory” on Friday, February 8, 2013, in conjunction with the NADA Convention in Orlando, FL. With a high-profile panel, two brilliant feature speakers, and our moderator, Jay Ferriero, the event will offer insight and ideas to help you chart your course as you navigate the twists and turns associated with the economic highway each automobile dealer faces in today’s static environment. Date: friday, feb ruary 8 , 2 0 1 3 Agenda : 2 :0 0 p m est forum 5:30 p m est recep tion Lo cation : 1 2 2 0 5 S. Apopka Vineland Road, Orlando, FL. 32 8 36 Vi s i t : autoteamamerica. com to register online & p ose questions to our panel THIS PROGRAM IS COMPLIMENTARY Once again, to support our automotive industry friends, we are offering this program at no cost to attendees. Register online and submit panel questions at autoteamamerica.com, or complete the following information and use a separate, copied form for each registrant. RETURN THIS FORM TO: Auto Team America Phone: 1-800-848-5816 Fax: 603-653-0209 Email: [email protected] NAME __________________________________________________________________ DEALERSHIP ____________________________________________________________ Annette Sykora is dealer principal of Smith South Plains Ford/Lincoln/Dodge/ Chrysler/Jeep/Ram in Levelland, Texas. She started in the automotive business in 1982 as a title clerk in her family’s dealership. She is a third-generation franchised dealer, and has held other positions in the dealership to include financial services manager and general manager. Sykora was the 2008 chairman of the National Automobile Dealers Association and serves on the board of directors, representing Northern Texas’ franchised new-car dealers. John J. Murphy, CFA, Managing Director of Automotive Equity Research at BofA Merrill Lynch Global Research, is a leading U.S. auto analyst known for his annual “CAR WARS” piece. He joined Merrill Lynch Auto Group in 1999 and advises clients on investments in automobile manufacturers, suppliers, tire manufacturers, dealers and related businesses. John earned high rankings in industry surveys including the Institutional Investor All America Research Team, the Wall Street Journal Best on the Street, the Financial Times/Starmine World’s Top Analysts, and Bloomberg Markets World’s Top Analysts. Moderator Jay M. Ferriero, President and Chief Operating Officer at Capital Automotive, has spent his 32-year career bridging the Finance, Automotive and Real Estate industries and brings a unique understanding of the overlap of the three. CARS, now $3.6B in assets, has a strategy to acquire and lease back the real estate used by multifranchised dealership groups throughout the U.S. He has been with CARS since 1999 and has been personally responsible for building and maintaining the relationships with 7 out of the 10 largest auto dealer groups in the country. Panel Speakers Richard Sox is the managing partner at Bass Sox Mercer law firm which has focused on the representation of motor vehicle dealers for over 25 years. The firm has dealership and dealership association clients across the United States, in Canada, and Puerto Rico. Mr. Sox was admitted to the Florida Bar in 1993. He has been admitted to appear on behalf of clients in numerous Federal, State, and Administrative courts in the United States in matters involving dealership terminations, new point protests, sales incentive price discrimination, warranty and sales incentive chargebacks, transfer turn-downs and regulatory compliance matters. Joe Shine, CPA, is a dedicated automotive CFO with 14 years of experience including 9 with a public company. He has spent 22 years in the automotive industry in various positions including Controller, Corporate Controller and CFO. He is a graduate of West Virginia University and is currently the CFO of Sheehy Auto Stores, a dealership group that includes 19 stores in Virginia and Maryland with an approximate revenue of $900 million. Joseph Roesner is the President of the Fontana Group, Inc., a consulting firm with over 35 years of experience in analysis of the retail motor vehicle industry throughout the U.S. and Canada. He has an MBA with a concentration in finance from the University of Arizona, is a Certified Management Accountant and an Accredited Valuation Analyst and is considered an expert in the retail automotive industry. ADDRESS _______________________________________________________________ CITY ______________________________ STATE __________ ZIP CODE ____________ PHONE _______________________ EMAIL ____________________________________ THIS EVENT WILL ALSO BE AVAILABLE AS A WEBINAR AT A COST OF ONLY $49 PER CONNECTION. FOR MORE INFORMATION AND TO REGISTER, VISIT HTTP://AUTOTEAMAMERICA.COM/CFO_FORUM.HTML. Ted Alden is Treasurer and Chief Officer for Orlando’s Greenway Automotive, ranked 13th in Automotive News Top 125 Dealership Groups. He was named CFO of the Year for the Central Florida Region by the Orlando Business Journal. Prior to joining Greenway, Ted was in public accounting including 10 years as a partner with a Jacksonville, FL regional accounting firm.