Tag Archive | "Summit Updates"

Brian Reed to Helm Digital F&I Panel at Agent Summit


LAS VEGAS — Organizers of the upcoming Agent Summit have announced that Brian Reed, president and CEO of F&I Express, will serve as moderator for “The Great Debate — F&I Products Online,” a highly anticipated panel discussion. The event will be held May 21–24, 2017, at Paris Las Vegas, and Reed’s panel will begin at 1:45 p.m. on Tuesday, May 23.

“The topic of digital F&I has taken center stage for agents, dealers and anyone with a stake in F&I production,” said David Gesualdo, publisher of Agent Entrepreneur and F&I and Showroom. “It’s an important issue at an important time, and we are grateful to Brian and his team for tackling it head-on.”

Reed will be joined by a diverse panel that will include Phil Battista, president of Darwin Automotive, Mike Burgiss, vice president of strategy and retail transformation for Cox Automotive, Roadster CMO Michelle Denogean, Dylan Doran, president of Western Fidelity Insured Services, and Mark Thorpe, president of The Impact Group.

The discussion is expected to cover a wide range of subjects relating to digital F&I, including how much information providers and dealers should put online — including pricing — as well as the impact of an online F&I process on dealers, producers and consumers.

“As the car-buying and F&I processes have evolved over the last few years, the industry has discussed the opportunities and challenges of online F&I,” Reed said. “The ‘Great Debate’ session is focused on facilitating an honest discussion about F&I products online and an open debate around the evolution of how F&I products are presented to consumers.”

Registration for Agent Summit 2017 is open at the event’s website. Attendees who register by April 21 will enjoy a $100 discount.

To discuss sponsorship and exhibition opportunities, contact David Gesualdo at 727-947-4027 or via email hidden; JavaScript is required.

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Kaseff to Helm CFC Panel at Agent Summit Reinsurance Symposium


LAS VEGAS — Organizers of the upcoming Agent Summit have announced that David Kaseff, CFO of MarksNelson LLC, will serve as moderator for a panel dedicated to controlled foreign corporations (CFCs) at the event, which will be held May 21–24, 2017, at Paris Las Vegas.

“The IRS has taken a significant interest in the taxation of insurance companies over the years. Of particular interest to them has been the taxation of captive insurance companies and how they are being utilized,” Kaseff said. “Now, with the additional authority for them to gather information and the notion of ‘transparency’ becoming the new norm in tax compliance, taxpayers are being required to disclose more and more under this new regulatory regime.”

The panel, “CFCs: Changes, Threats and the Regulatory Horizon” is part of the fifth annual Reinsurance Symposium. It will begin at 1:05 p.m. on Monday, May 22, after a sponsored lunch. Kaseff will be joined by Matt Gibson, vice president of reinsurance sales for Protective Asset Protection, Zack Matta, National Auto Care’s vice president of corporate strategy, and Rhonda Pinkerton, compliance director for The Tribal Domicile.

“David and his team bring unique perspectives and decades of combined experience to this panel,” said David Gesualdo, show chair and publisher of Agent Entrepreneur and F&I and Showroom magazines. “Agents who have yet to fully engage the reinsurance component of dealer operations would be wise to attend.”

Registration for Agent Summit 2017 is open at the event’s website. Attendees who register by April 21 will enjoy a $100 discount. To discuss sponsorship and exhibition opportunities, contact David Gesualdo at 727-947-4027 or via email hidden; JavaScript is required.

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Reinsurance Symposium Returns to Agent Summit


LAS VEGAS — Organizers of the upcoming Agent Summit have confirmed the 2017 event will feature a Reinsurance Symposium for the fifth consecutive year. The four-day event will begin on the evening of Sunday, May 21, at Paris Las Vegas, with the Reinsurance Symposium scheduled for the following afternoon.

“The Reinsurance Symposium has been an indispensable source of information and education since it was launched in 2013,” said David Gesualdo, show chair and publisher of Agent Entrepreneur. “Agents are rightfully invested in the topic and deserve a clear explanation of the options available to their agencies and their dealer clients.”

This year’s Reinsurance Symposium schedule includes a lunch with sponsors, a panel dedicated to controlled foreign corporations (CFCs), a second panel on non-controlled foreign corporations (NCFCs), and two networking breaks.

Portfolio and SouthwestRe are the lead sponsors for the symposium; CNA National, GSFSGroup, Protective Asset Protection and The Tribal Domicile are premier-level sponsors. Cornerstone Financial Consulting (div. Raymond James), Goodwin & Speirs Investment Group, J. Huell Briscoe and Associates, MarksNelson and SunTrust Reinsurance Trust Services are general sponsors.

Registration for Agent Summit is open at the event’s website. Attendees who register by April 21 will enjoy a $100 discount. To discuss sponsorship and exhibition opportunities, contact David Gesualdo at 727-947-4027 or via email hidden; JavaScript is required.

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