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Executive Financial Management BootcampSM

Training and Seminars

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2009 Schedule

Date Location
September 16-18

San Diego, CA

November 18-20 Orlando, FL


Frank discussions, exercises and case studies will help you master:
  • Auto specific tax strategies
  • Re-insurance opportunities
  • NCM dealership & departmental composite
  • Regulatory and compliance issues
  • Human Resource issues
  • And much more!

Suited for Dealers, CFOs, Office Managers, Controllers and Operational Managers, Executive Financial Management BootcampSM is the place to go to improve the bottom line.

Course Outline:

Executive Dealership Management

  • Regulatory and compliance issues
  • Hedging alternatives to protect against interest changes
  • Key considerations for dealership aquisition and sales transactions

Composite Analysis:

Composite orientation and analysis including:
  • Expense controls and bottom line profitability
  • Personnel productivity
  • Individual department reviews

There will be frank discussions, exercises & case studies to help participants become better equipped to manage, track and isolate financial statement ratios, trends & inconsistencies.

Fees

Registration Fee:
Per attendee = $2,995 due at time of registration.
Fee does not include travel or hotel expenses

Cancellation Fees:
30 days prior to session = $900 (will be waived, minus $300 handling fee, with rescheduling)
15 days prior to session = $1,500 (will be waived, minus $600 handling fee, with rescheduling)

Non-attendance without prior notification will result in full forfeiture of funds.

*
Must call by 3 pm EST at least 48 hours prior to the first day of seminar.

Training Facilitators
Construction Wayne Fortier is a recognized retail automotive industry authority. He is a member in the firm of Dixon Hughes PLLC and its Dealer Services Group. Wayne has numerous years as a practicing CPA and as a CFO of an automotive dealership group. He presents to various 20 Groups and Association meetings, as well as at the NADA Conventions.
   
Financial Institutions Scott Norman of NCM Associates, Inc. has over 30 years experience in the automotive consulting industry, and has held a variety of dealership level positions, including Controller. He is currently an NCM 20 Group moderator and is on their Board of Directors. Scott has spent time overseas working with a Japanese manufacturer creating 20 Groups among their dealers. Scott was also an instructor for the Chrysler Marketing Institute.
 
CPE Course Credits:
This live course is approved for 22 units of Continuing Professional Education (CPE) credits.

Note to CPAs attending: Program Content: Agenda available upon request; Program Level: Advanced; Prerequisites: None; Advanced Preparation: See confirmation upon registration. This group-live course is approved for 9 CPE hours in the Management field of study and 13 CPE hours in the field of Specialized Knowledge and Applications. Please contact Dixon Hughes PLLC at (877) 357.2727 for registration information. For more information regarding administrative policies such as complaint and refund, please contact our offices at (877) 357.2727.

Dixon Hughes PLLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37129-2417. Web site: www.nasba.org.

Questions?

Please contact:

registerdsg@dixon-hughes.com

Dixon Hughes PLLC
2501 Blue Ridge Road
Suite 500
Raleigh, NC 27607
Phone: 877.DLR.CPAS (357.2727)

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