2025 Executive Summit

4th Annual

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AGENDA

Education that's valuable for both beginners and experts alike

Saturday, 1/18

FIXED OPERATIONS

Kickoff & Introductions

8:30 AM

Lunch

12:00 PM

AAG

  • Overview of AAG
  • AAG Service Programs
2:00 PM
Room 3 / Thompson
Michele Connors - AAG

Michele Connors

AAG

Taylor DesRoches - AAG

Taylor DesRoches

AAG

AutomotiveMastermind

Our Mastermind technology empowers dealers to deliver automotive retail sales by harnessing data and intelligence to provide personalized insights and engagement. We help our dealer partners increase sales effectiveness and profitability, ensuring they excel at what they do best - selling cars.

11:00 AM
Room 7 / Roberts
Clint Bex - AutomotiveMastermind

Clint Bex

AutomotiveMastermind

Melody Smith - AutomotiveMastermind

Melody Smith

AutomotiveMastermind

Frank Mullin - AutomotiveMastermind

Frank Mullin

AutomotiveMastermind

BizzyCar

This presentation highlights how BizzyCar helps dealerships increase profitability and customer retention by leveraging recall automation and customer convenience. It addresses the challenges dealerships face with retention, such as high service costs, infrequent visits, and competition from independent shops. BizzyCar’s Recall Management Platform uses AI-powered SMS texting and DMS integration to simplify recall outreach, schedule appointments seamlessly, and improve recall completion rates. The platform also introduces Recall Scout for proactive recall detection and the Mobile Service Platform to reach customers who prefer mobile service. The presentation emphasizes the revenue potential from improved retention, upsell opportunities, and enhanced customer satisfaction.

9:00 AM
Room 7 / Roberts
10:00 AM
Room 7 / Roberts
11:00 AM
Room 8 / Walker
2:00 PM
Room 5 / Hardy
4:00 PM
Room 3 / Thompson
5:00 PM
Room 6 / Bass
Shanon Teide - BizzyCar

Shanon Teide

BizzyCar

Brett Masteson - BizzyCar

Brett Masteson

BizzyCar

CallRevu

  • Call Monitoring Best Practices for Sales
  • Call Monitoring Best Practices for Fixed Ops
  • Utilizing CallRevu for Employee Phone Skills Improvements
2:00 PM
Room 4 / Littleton
3:00 PM
Room 2 / Watkins
4:00 PM
Room 4 / Littleton
Kristie Thomas - CallRevu

Kristie Thomas

CallRevu

Andrea Martin - CallRevu

Andrea Martin

CallRevu

CoVideo

Covideo is the full-cycle suite of video solutions built specifically for dealerships. From sales to service, we believe in the power of personalized communication. Since 2004, we’ve been at the forefront of video messaging, helping businesses across the automotive industry and beyond build deeper, more authentic relationships with their customers.

9:00 AM
Room 2 / Watkins
10:00 AM
Room 2 / Watkins
1:00 PM
Room 5 / Hardy
2:00 PM
Room 7 / Roberts
3:00 PM
Room 5 / Hardy
Clinton Corbin - CoVideo

Clinton Corbin

CoVideo

Cox Automotive

Cox Automotive is proud to partner with the Mike Rezi group to improve dealership performance and drive results. Your Performance Management team will be advising on best practices and strategies for maximizing our industry leading solutions with Autotrader, Kelley Blue Book, Xtime, Dealertrack, Dealer.com/EZ Purchase and vAuto.

9:00 AM
Room 1 / Ochs
Xtime
10:00 AM
Room 1 / Ochs
Xtime
11:00 AM
Room 1 / Ochs
Dealer Track
2:00 PM
Room 1 / Ochs
Xtime
3:00 PM
Room 1 / Ochs
Xtime
4:00 PM
Room 1 / Ochs
Dealer Track
Carlos DeBrito - Cox Automotive

Carlos DeBrito

Cox Automotive

Andrew Polhemus - Cox Automotive

Andrew Polhemus

Cox Automotive

Jon (JT) Thomas - Cox Automotive

Jon (JT) Thomas

Cox Automotive

Natalie Wible - Cox Automotive

Natalie Wible

Cox Automotive

Dealer eProcess

In this workshop, we’ll explore five powerful digital strategies to drive success in your fixed operations. Learn how to enhance your online presence, attract more service customers, and optimize your website for increased bookings. By implementing these digital tactics, you’ll improve customer engagement and grow your service department's bottom line!

11:00 AM
Room 4 / Littleton
Joel Matteson - Dealer eProcess

Joel Matteson

Dealer eProcess

Dealer Tire

I intend to talk about the importance of doing a proper walk around on the lane, measuring each tire while client is present. Let them know that the success rate of closing a tire sale is much higher if the estimate is printed out and spoken about before the vehicle goes back into the shop.

9:00 AM
Room 3 / Thompson
11:00 AM
Room 6 / Bass
1:00 PM
Room 4 / Littleton
3:00 PM
Room 3 / Thompson
Andrew Ames - Dealer Tire

Andrew Ames

Dealer Tire

Steven Keusch - Dealer Tire

Steven Keusch

Dealer Tire

Khalif Chavis - Dealer Tire

Khalif Chavis

Dealer Tire

DealerWing

I will be sharing results for each store as well as providing updates for 2025. Additionally, I will discuss how to maximize our services and best practices for the upcoming year.

9:00 AM
Room 4 / Littleton
10:00 AM
Room 4 / Littleton
1:00 PM
Room 6 / Bass
2:00 PM
Room 6 / Bass
3:00 PM
Room 7 / Roberts
Jeff Lampel - DealerWing

Jeff Lampel

DealerWing

Foundation Direct

The Ultimate Guide to Dealership Digital Advertising: Reaching Shoppers In the Moments That Matter!

Want to capture car buyers at the exact moment they're ready to purchase or service a vehicle? This workshop focuses on effective digital advertising strategies that reach customers in the moments that matter. This session will outline best practices for paid search execution, ad copy, targeting, and outline campaign best practices that will allow you to hold your vendors accountable. Attendees will walk away with actionable insights on how to improve their digital advertising presence and stay ahead in the competitive digital landscape.

10:00 AM
Room 8 / Walker
11:00 AM
Room 3 / Thompson
2:00 PM
Room 2 / Watkins
3:00 PM
Room 6 / Bass
4:00 PM
Room 2 / Watkins
5:00 PM
Room 3 / Thompson
Dino Roussos - Foundation Direct

Dino Roussos

Foundation Direct

Lori Walker - Foundation Direct

Lori Walker

Foundation Direct

Google

  1. Insights / State of the Industry
  2. Growth drivers
  3. Latest in Search / Best Practices
9:00 AM
Room 6 / Bass
10:00 AM
Room 6 / Bass
1:00 PM
Room 8 / Walker
Georgia Hunter - Google

Georgia Hunter

Google

Johnson Advertising

Detailed overview of the Direct Mail campaigns for the Mike Rezi Group in 2024, plus sell matchback information review. We will also discuss projects and plans for 2025 and beyond.

1:00 PM
Room 4 / Littleton
Ivy Johnson - Johnson Advertising

Ivy Johnson

Johnson Advertising

Kevin Johnson - Johnson Advertising

Kevin Johnson

Johnson Advertising

Christina Flores - Johnson Advertising

Christina Flores

Johnson Advertising

Todd Hacias - Johnson Advertising

Todd Hacias

Johnson Advertising

Proactive Dealer Solutions

  1. Digital Presence and Online Scheduling
  2. Communication Excellence
  3. Mystery Shop Results and Analysis
  4. Service Retention Strategy
9:00 AM
Room 5 / Hardy
5:00 PM
Room 4 / Littleton
Justin Hill - Proactive Dealer Solutions

Justin Hill

Proactive Dealer Solutions

Matt Gray - Proactive Dealer Solutions

Matt Gray

Proactive Dealer Solutions

TrueCar

TrueCar Guide to Effective Text Messaging

TrueCar, a leading online marketplace connecting dealerships to buyers, offers essential insights on effective and efficient text messaging best practices. Learn about consumer expectations and strategies used by top-performing dealers, along with key learnings from a mystery shop of all active Mike Rezi dealerships.

10:00 AM
Room 3 / Thompson
Lisa Hess - TrueCar

Lisa Hess

TrueCar

Alex Fernandez - TrueCar

Alex Fernandez

TrueCar

Wynn's

Brian Trigalet, representing Wynn's®/ ITW, (with his valued distributor partner Puroil Products) specializes in helping service advisors elevate preventative maintenance sales with honesty, integrity, and ethics. With over two decades of Fixed Operations expertise, Brian and team will share proven strategies to boost service performance, increased labor, customer trust, and drive overall revenue growth through an ethical, educational approach tailored for today’s service departments.

4:00 PM
Room 6 / Bass
5:00 PM
Room 7 / Roberts
Brian Trigalet - Wynn's

Brian Trigalet

Wynn's

Sunday, 1/19

VARIABLE OPERATIONS

Kickoff & Introductions

8:30 AM

Lunch

12:00 PM

Cocktail Hour

6:00 PM

AutomotiveMastermind

Our Mastermind technology empowers dealers to deliver automotive retail sales by harnessing data and intelligence to provide personalized insights and engagement. We help our dealer partners increase sales effectiveness and profitability, ensuring they excel at what they do best - selling cars.

3:00 PM
Room 2 / Watkins
5:00 PM
Room 2 / Watkins
Clint Bex - AutomotiveMastermind

Clint Bex

AutomotiveMastermind

Melody Smith - AutomotiveMastermind

Melody Smith

AutomotiveMastermind

Frank Mullin - AutomotiveMastermind

Frank Mullin

AutomotiveMastermind

CallRevu

  • Call Monitoring Best Practices for Sales
  • Call Monitoring Best Practices for Fixed Ops
  • Utilizing CallRevu for Employee Phone Skills Improvements
11:00 AM
Room 2 / Watkins
1:00 PM
Room 2 / Watkins
Kristie Thomas - CallRevu

Kristie Thomas

CallRevu

Andrea Martin - CallRevu

Andrea Martin

CallRevu

Capital One

Finance program review along with the current leads products we provide to the dealers and best practices that come with them. In addition, we will be offering a sneak peek into the new products we will offer as part of our 2025 expansions.

11:00 AM
Room 8 / Walker
1:00 PM
Room 7 / Roberts
Mallory Hinic - Capital One

Mallory Hinic

Capital One

Tyler Bowers - Capital One

Tyler Bowers

Capital One

Albert Harless - Capital One

Albert Harless

Capital One

CarNow

Our Dealer Retail Platform is a comprehensive, cutting-edge solution designed to help dealers engage, convert, and retain customers across all touchpoints. By seamlessly integrating advanced communication tools, digital retailing, and an immersive showroom experience, our platform empowers dealers to create personalized, frictionless experiences that drive growth and customer satisfaction.

In the next phase of our Dealer Retail Platform, we are introducing ReConnect, an AI-driven solution that takes customer engagement to the next level by seamlessly reconnecting with customers after they’ve entered your CRM.

9:00 AM
Room 2 / Watkins
10:00 AM
Room 2 / Watkins
11:00 AM
Room 7 / Roberts
Susan Fowler - CarNow

Susan Fowler

CarNow

Alicia Worley - CarNow

Alicia Worley

CarNow

Tim Cox - CarNow

Tim Cox

CarNow

Cars Commerce

Cars Commerce is an Audience Driven Tech Company empowering automotive. As the leading connected platform for automotive commerce, we simplify everything about buying and selling cars and, have the four essential capabilities that every dealer needs:

  • Vehicle listings that connect to a massive in-market audience
  • Simple, personalized, websites and retailing tools
  • Appraisal capabilities that you can scale across your store
  • Turnkey media solutions that reach real in-market car shoppers

Cars Commerce is the audience and technology platform that delivers all four and simplifies everything for your store.

4:00 PM
Room 6 / Bass
5:00 PM
Room 6 / Bass
Johnny Gifford - Cars Commerce

Johnny Gifford

Cars Commerce

Sam Zahrai - Cars Commerce

Sam Zahrai

Cars Commerce

Ben Freedman - Cars Commerce

Ben Freedman

Cars Commerce

CoVideo

Covideo is the full-cycle suite of video solutions built specifically for dealerships. From sales to service, we believe in the power of personalized communication. Since 2004, we’ve been at the forefront of video messaging, helping businesses across the automotive industry and beyond build deeper, more authentic relationships with their customers.

9:00 AM
Room 5 / Hardy
5:00 PM
Room 3 / Thompson
Clinton Corbin - CoVideo

Clinton Corbin

CoVideo

Cox Automotive

Cox Automotive is proud to partner with the Mike Rezi group to improve dealership performance and drive results. Your Performance Management team will be advising on best practices and strategies for maximizing our industry leading solutions with Autotrader, Kelley Blue Book, Xtime, Dealertrack, Dealer.com/EZ Purchase and vAuto.

9:00 AM
Room 1 / Ochs
EZPurchase
10:00 AM
Room 1 / Ochs
EZPurchase
10:00 AM
Room 7 / Roberts
VAUTO KBB
11:00 AM
Room 1 / Ochs
AutoTrader
1:00 PM
Room 1 / Ochs
AutoTrader
2:00 PM
Room 1 / Ochs
DealerTrack
2:00 PM
Room 7 / Roberts
VAUTO KBB
2:00 PM
Room 8 / Walker
AutoTrader
3:00 PM
Room 8 / Walker
AutoTrader
Carlos DeBrito - Cox Automotive

Carlos DeBrito

Cox Automotive

Andrew Polhemus - Cox Automotive

Andrew Polhemus

Cox Automotive

Jon (JT) Thomas - Cox Automotive

Jon (JT) Thomas

Cox Automotive

Tara Helmer - Cox Automotive

Tara Helmer

Cox Automotive

Rob Camelio - Cox Automotive

Rob Camelio

Cox Automotive

DriveCentric

DriveCentric represents the perfect fusion of Augmented Intelligence (AI) and automotive sales expertise to create the future of Customer Relationship Management (CRM). With automated management of text, email, calls, chats and video, DriveCentric has eliminated the biggest obstacles facing dealerships to simplify and improve the sales process, allowing you to simultaneously sell across both your showroom floor and your digital showroom. And DriveCentric’s AI-powered digital marketing platform (AIM) exponentially increases the effectiveness of your marketing, working 24/7/365 to deliver perfect, personalized follow-ups with every contact. DriveCentric is OEM-certified by manufacturers and integrates with the major DMS providers. Our CRM platform can transform your dealership with higher customer engagement, higher grosses and more sales.

10:00 AM
Room 6 / Bass
11:00 AM
Room 6 / Bass
1:00 PM
Room 6 / Bass
Lacy Donaldson - DriveCentric

Lacy Donaldson

DriveCentric

Edmunds

Elevate your dealership's performance with Edmunds' first-party data strategy. Gain deep consumer insights and market intelligence to target the right customers with the right vehicles at the right time. Drive more traffic, convert more customers, and boost your bottom line.

11:00 AM
Room 3 / Thompson
1:00 PM
Room 3 / Thompson
2:00 PM
Room 3 / Thompson
3:00 PM
Room 3 / Thompson
5:00 PM
Room 4 / Littleton
Jeremy Lockleair - Edmunds

Jeremy Lockleair

Edmunds

Nathan Thruman - Edmunds

Nathan Thruman

Edmunds

Pat Erwin - Edmunds

Pat Erwin

Edmunds

Foundation Direct

The Ultimate Guide to Dealership Digital Advertising: Reaching Shoppers In the Moments That Matter!

Want to capture car buyers at the exact moment they're ready to purchase or service a vehicle? This workshop focuses on effective digital advertising strategies that reach customers in the moments that matter. This session will outline best practices for paid search execution, ad copy, targeting, and outline campaign best practices that will allow you to hold your vendors accountable. Attendees will walk away with actionable insights on how to improve their digital advertising presence and stay ahead in the competitive digital landscape.

9:00 AM
Room 4 / Littleton
11:00 AM
Room 4 / Littleton
1:00 PM
Room 4 / Littleton
Dino Roussos - Foundation Direct

Dino Roussos

Foundation Direct

Lori Walker - Foundation Direct

Lori Walker

Foundation Direct

Google

  1. Insights / trends around searches for servi

Be the first to know when price changes & new inventory arrives.