Tag Archive | "Summit Updates"

PALS Session to Bridge Gap Between Lenders, Product Providers


DALLAS — Organizers of the annual P&A Leadership Summit have announced that Brian Reed of F&I Express will lead a session targeted to auto finance and P&A executives at the 2017 event, which will be held Sept. 12–13 at the Gaylord Texan Resort & Convention Center in Dallas co-located with the annual Industry Summit.

Reed’s session, “Working Together for Each Other’s Benefit,” will offer both groups the opportunity to better understand the challenges they face in today’s auto retail and finance industry. As president and CEO of F&I Express, Reed has built relationships with leading companies in both segments.

Among other projects, Reed has devoted time and resources to building a platform designed to streamline the product-cancelation process. He cited the recent passage of new rules governing GAP refunds in several states as an example of an increasingly hostile regulatory environment lenders and product providers must work together to address.

“Through this session, we hope that lenders and providers will gain a better understanding of each other’s challenges,” Reed said. “If we are successful, we will establish a framework for improved lines of communication and a working process that benefits everyone.”

Registration for Industry Summit 2017 is open at the event’s website. Attendees who register by Aug. 11 will enjoy a $100 discount. To discuss sponsorship and exhibition opportunities, contact show chair 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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