Tag Archive | "Randy Crisorio"

United Development Systems, Inc. (UDS) Announces Fernando Romani as Regional Manager


CLEARWATER, Fla.- United Development Systems, Inc. (UDS), a Clearwater, Florida based F&I Performance firm, has announced the addition of Fernando Romani as Regional Manager. Romani will assume responsibilities for UDS Dealer Partners in the South Florida market, with a keen focus on F&I department development with current partners and market share growth through new partner acquisitions. Prior to joining UDS, Romani excelled as the F&I Development Manager for AutoNation and was responsible for the operational efficiency of 33 locations throughout South Florida. He worked closely with the individual store managers to implement F&I processes that consistently moved the needle in a positive direction. “His decades of experience and achievements are exactly what UDS looks for in a representative,” says Randy Crisorio, UDS President and CEO.

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Agent Summit V Wrap Up


To all who attended – thank you for making Agent Summit V the best yet. Since its inception, the number of attendees has increased with each passing year – and with close to 900 attendees, this year was no exception. Agent Summit was launched in 2010 and was designed to provide Independent Agents, who serve as an extension of F&I product providers, with a forum to come together to network, share and learn. Today, many now regard Agent Summit as the one must-attend industry event of the year. This year’s show highlighted the latest training techniques and addressed the newest trends and most pressing challenges that Agents face as they serve their dealer clients.

Attendees were welcomed to the show’s upscale new location at the Venetian Palazzo. Complete with cobblestone streets, footbridges over canals, blue skies, and gondolas, attendees couldn’t help but feel as if they had just stepped off the plane in Venice, Italy. Jaws dropped as Agents who had taken advantage of the Agent Summit room block entered their stunning suites. Words like “lavish” and “spectacular” were heard describing the Palazzo as Agents arriving on Sunday evening gathered for welcoming cocktails.

Much like the Palazzo’s five star reputation, show sessions featured “five star” industry experts with every detail of the show sessions ultimately spelling “Profit!”

The third annual Reinsurance Symposium once again preceded Agent Summit; this year featuring two expert speakers. Greg Petrowski, senior vice president, GPW and Associates Inc., and a veteran speaker at Agent Summit, returned to the stage, and was followed by Brian Feldman, executive vice president, Spencer Re – a seasoned executive who has been a part of just about every facet of the reinsurance space.

With more than 20 years of industry experience each, Petrowski and Feldman shed light on the often confusing benefits of controlled foreign corporations (CFCs) and non-controlled foreign corporations (NCFCs).

At the conclusion of the half-day Reinsurance Symposium, Randy Crisorio, president and CEO, United Development Systems Inc. (UDS), and returning advisory board chair, got the show underway with the official opening address.

This year’s show focused on four major areas, 1) Selling to dealers; 2) Training; 3) Coaching and development; and 4) Technology. Each topic was explored first in an individual feature presentation, and was then followed by a panel session.

Morning presentations featured strategies for closing more business and practical steps for getting in front of dealers. Jimmy Atkinson, COO, AUL Corp, stated, “You have to look at a dealer’s DNA – ‘Dealership Needs Analysis’ so you can provide them with products and solutions to meet those needs. This requires pre-call planning and a targeted presentation.” His mantra for agents was “Be prepared. Be flexible. Be confident.” AE readers can look forward to Atkinson’s further expansion of this topic in an upcoming issue.

Days one and two closed with a cocktail reception in the Expo Hall. Throughout the show, crowds filled the expansive Expo area as agents took advantage of the buffet of networking opportunities. With more than 75 tabletop exhibitors and just shy of a hundred sponsors, the exhibit hall was full to overflowing. Exquisite breakfasts and lunch were served alongside the Expo Hall, thanks to show sponsors.

Known as the “World Greatest Closer,” keynote George Dans jump-started day two out with a bang. Dans was a whirlwind of energy, as he crossed the stage, leaving a flurry of excitement and emotion in his wake. He shared personal stories of both success and failure. In his fast paced, energetic address, Dans got the audience pumped up with a revitalized enthusiasm for closing every single deal. He encouraged attendees to be at the top of their game, “We become what we think about all day. You need to say to yourself, ‘I’m good. I’m gifted. I’m talented. Fear, doubt and worry are behind me.’” Dans urged attendees to step out of their comfort zone and to change their way of thinking so they could come out not just ahead, but at the front of the pack. After his presentation, Dans signed hundreds of copies of his book, Just Close It… Ask and You Shall Receive, which were available to all attendees.

Day two also featured two sessions on training, which emphasized the foundational importance of establishing good relationships in order to get buy in from all parties. The sessions covered themes, frequency, and the needs of retail personnel in service, sales, desking and F&I management.

“As an agency,” stated Ron Reahard, president, Reahard & Associates Inc., “you have to help your F&I managers address the challenges they face on a daily basis, and give them the skills, the knowledge, and the confidence to be successful… Performance doesn’t improve because you or a dealer demands it, it gets better because you put a plan in place to ensure it happens.”

A panelist urged, “Make sure the dealer and GM see you as a partner, and know that you are there to make them better.”

Joe St. John, director of training, Innovative Aftermarket Systems (IAS), and seasoned academic, delivered the feature presentation on coaching and development titled, “Xs and Os – Brain Science for Better Coaching.” This dynamic presentation was definitely an audience favorite. St. John’s unconventional yet proven approach focused on the “why” that drives a customer’s decision to make a purchase. He used a lively combination of humor, experience, and science to demonstrate how to reframe common scenarios for success and forge a unique roadmap for the road to the sale.

The coaching and development panel session explored topics ranging from dealing with underperforming veteran F&I managers, strategies for facilitating collaboration between the sales department and F&I, and how agents can ensure their efforts are recognized by dealers. ”Communication,” urged panelists, “is key.”

After a lunch that rivaled any Vegas hot spot, names were drawn for two $500 gift cards, courtesy of Old Republic Insured Automotive Services, and two weeklong deep-sea fishing trips, thanks to Performance Automotive Management. The lucky recipients of the gift cards were Glen Tuscan, president, Dealer Commitment Services, and Greg Liverett, vice president of marketing, SGI Services. William Kelly, partner, Automotive Development Group, and Anna McMillan, president, The Milby Group, were thrilled to win the fishing trip prizes.

Jim Maxim Jr., president, MaximTrak, showed agents how to use cutting edge technology to set themselves apart from the competition, increase profits and operate more easily and efficiently. In addition to examining today’s technology landscape in industries across the board, he presented innovative technology solutions for agents and explained how they could be integrated into everyday business.

The technology panel session dissected topics ranging from the impact of compliance on menu usage, to data analytics, and the increasingly popular move towards customer driven presentations in F&I. Panel members were in agreement that in any type of business, you can’t manage what you can’t measure.

The day concluded with a drawing for a Surface Pro 3 sponsored by Endurance Dealer Services. Tom Clark, the owner of Prosperity Dealer Services, was named the prizewinner.

Day three of Agent Summit ushered in the second annual agent principal only session, featuring round table discussions during a sponsored breakfast. The new format was informative and engaging with top agents brainstorming solutions for common issues agents face in their day-to-day business operation. Agents entered the room on high alert as they scanned topics by table to decide which one was most relevant to them. After thoughtful collaboration, each table captain shared their group’s recommendations for making the most of the given challenges. Discussion topics included selling in the service drive, provider relations, dealer expectations, effectively managing a remote sales force, staffing, competition and more. As one table captain took the podium, he pointed out the vast amount of wisdom and experience in the room, stating that his table alone represented more than 81 years of collective industry experience.

Show sponsor, ECP, ended the third day by sending several attendees home with new timepieces. Tension filled the room when names were drawn for the recipients of a Tissot Sailing Touch watch, a Luminox Deep Dive watch, and a Rolex Explorer II. Derek Doberstein, account executive, Back End Builders, took home the Tissot; Brian LoBaugh, partner, Auto Group Services pocketed the Luminox; and Mark Swannie, president, Karbiz took home the grand prize Rolex.

At the end of the show, Crisorio shared his thoughts on Agent Summit V with AE, “The feedback I’ve received is scary. We’ve set the bar so high that future Summit planning will be challenging. Nonetheless, I was told over and over again that Agent Summit V was the best industry event EVER! That says it all and is a credit to the industry professionals that left their knowledge and talent on stage.”

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Agent Summit V: A Tremendous Success


Hey! Hey! Randy Crisorio here to put an exclamation point on Agent Summit V. By all measures a tremendous success that delivered outstanding industry information to registrants approaching 900, at the fabulous Venetian Palazzo property.

Many thanks to those who organized, sponsored, took to the stage and of course everyone in the audience. Max effort by all as the Summit has grown by leaps and bounds. A special shout out to our featured speakers: Petrowski, Feldman, Atkinson, St. John, Reahard and Maxim Jr. And the follow up by moderators and panelists to the target topics was spot on! On Wednesday morning the Principal Only Roundtable topics were heavily crunched with some excellent solutions brought forward, so this session really needs to become a bigger slice of the Summit in the future.

Nonetheless, many thanks to the table captains and those who stayed on to participate, despite some of the crazy weather reports from around the country. For those who could not stay I would like to give you a taste of the roundtable topics we covered:

  • Managing a Remote Field Force
  • Staffing Up Your Agency
  • Compliance
  • Team Theme
  • Dealer Expectations
  • Service Drive Product Sales
  • Competition
  • Agent/Partner Relationships
  • Training Attendance

Finally, hats off to the board for putting together some spectacular content all around and bringing in the rocket ship that transported George Dans to our event. Perhaps between now and the next Summit we can find out what energy drink he consumes and we’ll all get some.

Until we meet again – Have a great year and Thank You!

We’ll see you at the next Summit!

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Midwest Compliance Summit Promises ‘Can’t-Miss’ Agenda


CHICAGO — Organizers of Compliance Summit, a series of regional events dedicated to front-end compliance, have announced that the agenda for the Midwest event is nearing completion and will feature high-profile compliance experts and thought leaders. The conference is scheduled for April 20–21, 2015, at the DoubleTree Chicago O’Hare in Rosemont, Ill.

“This will be an event to remember for those who attend,” said David Gesualdo, show chair and publisher of Auto Dealer Monthly and F&I and Showroom magazines. “We look forward to bringing the talent, expertise and boots-on-the-ground experience dealers need to tackle this very difficult subject.”

April 21 will feature a full day of sessions divided into four key topic headings: Rules and Regulations, Your Responsibilities, Easy-to-Implement Processes and Controls and Is This Compliant? The last will be an open-forum discussion among speakers and attendees. Robert Harkins, vice president and director of training for AFG Training Academy, will serve as master of ceremonies.

The welcome address, “Dealer Beware,” will be delivered by Randy Crisorio, president and CEO of United Development Systems Inc. (UDS). Crisorio, a Chicago native, is expected to review recent and ongoing actions taken against dealers by state and federal regulators, including the Federal Trade Commission and the Consumer Financial Protection Bureau.

“Having experienced the quality of content exchanged in the first Compliance Summit and the tenor of the regulatory bodies involved in our business, I anticipate a lot of interest in attending and a heavy dose of growing useful information,” Crisorio said.

Further details, including the full agenda and information about registration and accommodations, will be available in the coming weeks. For sponsorship and exhibition opportunities, contact Eric Gesualdo via email hidden; JavaScript is required or call 727-612-8826.

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Reahard to Tackle Training at Agent Summit


LAS VEGAS — Organizers of Agent Summit V have announced that Ron Reahard, president of Reahard & Associates, will helm a session dedicated to Training at the event, which is scheduled for March 2–4 at the Venetian Palazzo Las Vegas.

“Ron Reahard’s name is well-know in dealer and agency circles as a top trainer and a pioneer in the F&I segment,” said David Gesualdo, show chair and publisher of Agent Entrepreneur and F&I and Showroom. “He is no stranger to Agent Summit and we can’t wait to see what he has in store for our attendees this year.”

Reahard’s address is titled “Training, Sir!” and will focus on strategies agents can use to expand upon the product-provider aspect of agency operations to become true business partners to their dealer clients.

“Ron has had many speaking appearances at Agent Summit, Industry Summit and NADA among others always delivering high quality take aways for all who attend,” said Randy Crisorio, president and CEO of United Development Systems Inc. (UDS) and chair of the Agent Summit advisory board. “We are pleased to have Reahard back on center stage for Agent Summit V.”

To register for Agent Summit or for more information, visit AgentSummit.com. Attendees who register by Feb. 1 will receive a $100 early-bird discount. For sponsorship and exhibition opportunities, contact Eric Gesualdo via email hidden; JavaScript is required or call 727-612-8826.

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Atkinson to Deliver Featured Address at Agent Summit


LAS VEGAS — Organizers of the annual Agent Summit have announced that Jimmy Atkinson, COO of AUL Corp., will present a featured address for the 2015 event, which will be held March 2–4 at the Venetian Palazzo Las Vegas.

“Jimmy is as well-respected in agency circles as any executive in our industry today,” said David Gesualdo, show chair and publisher of Agent Entrepreneur and F&I and Showroom. “He brings a veteran presence to our stage and we look forward to his presentation.”

Atkinson has tentatively titled his speech “Selling to Dealers,” and he is expected to touch on several elements critical to the success of agencies, including product penetration and dealer development.

Randy Crisorio, president and CEO of United Development Systems Inc. (UDS) and chair of the Agent Summit advisory board, said he expects Atkinson to find a receptive audience at the event.

“‘Selling to Dealers’ is undoubtedly the critical piece in personal growth,” Crisorio said. “Training, Coaching and Technology have no role until we acquire a dealer client, and Jimmy is perfectly suited by time and success to address the Agent body.”

To register for Agent Summit or for more information, visit AgentSummit.com. Attendees who register by Feb. 1 will receive a $100 early-bird discount. For sponsorship and exhibition opportunities, contact Eric Gesualdo via email hidden; JavaScript is required or call 727-612-8826.

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