Join Us October 19, 2016

Join us on Wednesday, October 19th as DHG kicks off its 2016 Annual Dealership Executive Forum East at the Westin Richmond! In addition to facilitating quality roundtable discussion amongst like-minded dealership professionals and experts, this collaborative event will feature key industry specialists from both DHG and across the country to address current trends and insights on some of the most pressing matters affecting dealerships and dealership executives today, such as insurance, DMS negotiations, upcoming tax trends, buy-sells and more.

October 19, 2016

8:00 - 8:15 Introduction & Welcome
Louie Galbraith, DHG Dealerships
8:15 - 9:15 DMS Negotiations
Wayne Youngs, Wayne A Youngs & Associates
9:15 - 9:30 Break
9:30 - 10:30 Buy-Sell Trends
Louie Galbraith, DHG Dealerships
10:30 - 11:30 401(k) Insights
Jason Dwyer, Jackson Avenue
11:30 - 12:45 Break for Lunch
12:45 - 1:45 Tax Update
Terri Harris, DHG Dealerships
1:45 - 3:45 Roundtable Discussion
Jason Wilkinson, DHG
3:45 - 4:00 Final Thoughts
Louie Galbraith, DHG Dealerships
Speakers Photo Dwyer, Jason
Partner | Jackson Avenue
jason@jacksonavenue.com

With more than 20 years of investment and 401(k) plan experience, Jason is uniquely qualified to fulfill the needs of any employer with the desire to provide a highly effective plan at a great value while ensuring his/her fiduciary responsibilities are being met. With a degree in Business Administration and Economics from High Point University in North Carolina, the Qualified 401(k) Administrator designation from the American Society of Pension Professionals and Actuaries (ASPPA), and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA), Jason has committed his career to ensuring employers are fulfilling their responsibilities and participants are engaged in retirement saving and investing. Read more.

Speakers Photo Galbraith, Louie
Senior Manager | DHG Dealerships
louie.galbraith@dhgllp.com

A Senior Manager in the firm’s Tysons, Virginia Office, Louie has worked exclusively in the area of automobile dealers, motorsports and private equity/family offices for the past 10 years. Louie manages audit, review and compilation engagements for dealership groups ranging from stand-alone stores to multi-billion dollar organizations. Louie also has experience in areas such as corporate and personal tax planning and compliance, forensic accounting, litigation support, Sarbanes-Oxley implementation and compliance, internal audit, due diligence and enterprise risk assessment. Read more.

Speakers Photo Harris, Terri
National Tax Liaison | DHG Dealerships
terri.harris@dhgllp.com

Prior to joining DHG Dealerships in June of 2016, Terri spent more than 28 years with the IRS, 20 of which were spent in the IRS’ Motor Vehicle Industry Program. More specifically, she led the program as the Auto Dealership Industry Specialist for 15 years. Terri’s time with the IRS included frequent consultations with examiners, industry experts, IRS Counsel and other specialists in clarifying issues, providing assistance and training to examiners and developing innovative solutions to industry issues. She is a frequent speaker at industry events, including the annual NADA Convention & Expo, NADA webinars and the AICPA National Auto Dealer Conference.


Jason is a Tax Partner in the Raleigh office and has 13 years of experience in public accounting with Dixon Hughes Goodman. He spends each day working with franchised automotive and heavy equipment dealers on income tax planning, tax compliance, mergers/acquisitions, and dealership consulting. Jason's dealership consultations range from operational and financial statement analysis to succession planning. Read more.

Speakers Photo Youngs, Wayne
President | Wayne A. Youngs & Associates
wyoungs@wyoungsandassoc.com

Wayne was an Executive Consultant formally with Dixon Hughes Goodman PLLC. and now with his own firm Wayne A. Youngs & Associates, Inc.

Wayne specializes in the automotive industry and has been assisting car dealers with process improvements, data processing cost recovery, and contract negotiations for the past 30 years.

In addition, for the past few years he has also been helping Dealers get Gramn-Leach –Bliley compliant by doing in-depth GLB risk assessments, helping dealers meet these new identity security procedures.

He is familiar with applications, billing practices and contracts of major DMS providers such as ADP, Reynolds & Reynolds /UCS , Dealertrack/Arkona,and Auto/Mate, etc.

Prior to joining Dixon Hughes 12 years ago, he spent 3 years with his own dealership consulting firm. Prior to that Wayne spent 14 years with ADP, the last 13 years as their Director of Sales in the Southwest.

On April 1st, 2011 he went back to working outside of the CPA environment and its restrictions on consulting work within their CPA world. Both the clients and Wayne have enjoyed the renewed flexibility of this move.Wayne will continue to do all Dixon Hughes Goodman PLLC- Dealer Management System’s & compliance work with an exclusive contract, but now has the freedom to expand to new areas of interest.

Read more.

Recommended CPE Credit and Field of Study: Earn up to 6 hours of CPE credit (pending approval).

Delivery Format: Group Live 

Prerequisites/Advanced Preparation: None

Course Level: Beginner

Participants: Dealership Executives

Learning Objectives: Educate participants on best practices and emerging trends within the dealership industry to help attendees better plan and enhance strategies surrounding dealership efficiencies and performance. 

Policies
There will be no refunds issued as this is event is complimentary. If you have any questions regarding administrative policies such as registration or cancellation, please contact Finley Amato at finley.amato@dhgllp.com or 704.367.5938.

Questions
Please direct any CPE related questions to Tracy Parrish at tracy.parrish@dhgllp.com, 336.822.4324.

Dixon Hughes Goodman LLP 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 submitted to the National Registry of CPE Sponsors through the web site: www.learningmarket.org