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: KBerwick@tss-cpa.com
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.