8
KNOWLEDGE MAKES A SUCCESSFUL DEALERSHIP 2019 JOINT ANNUAL MEETING

Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

  • Upload
    others

  • View
    0

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

Knowledgemakes a SucceSSful dealerShip

2019Joint annual meeting

Page 2: Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

welcome!

Page 3: Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

Schedule of eventSfebruary 24 – 26, 2019 Joint annual meeting

deep Southern & midweSt-SoutheaStern equipment dealerS aSSociationS

Belmond Charleston PlaCe hotel • Charleston, south Carolina

Sunday, february 24

1:00 – 1:45 p.m. Rehearsal (for Midwest-SouthEastern Association only)

1:00 p.m. – 5:00 p.m. BoardofDirectorsMeeting•DeepSouthernAssociation

2:00 p.m. – 5:00 p.m. BoardofDirectorsMeeting•Midwest-SouthEasternAssociation

monday, february 25

7:00 – noon RegistrationCenterOpen

7:30 – 8:30 a.m. ContinentalBreakfast&ExhibitAreaOpen

8:30 – 9:45 a.m. FiRSt GEnERAl SESSion JimMintert•“The U.S. Ag Economy: What Are Producers Telling Us”

9:45 – 10:15 a.m. Refreshment Break & Visit Exhibit Area

10:15 – 11:30 a.m. FiRSt GEnERAl SESSion ContinUES LanceFormwalt•“Dealer Agreements, Dealer Laws, and the Changing Landscape of Dealer-Manufacturer Relations”

11:30 a.m. Balanceofdayisfreeforgolftournament,sailing,fishing,shopping,etc.

6:30 – 8:00 p.m. WelcomeReceptionHostedbyFederatedInsurance

tueSday, february 26

7:00 – 5:00 p.m. RegistrationCenterOpen

7:15 – 8:15 a.m. ContinentalBreakfast&ExhibitAreaOpen

8:15 – 11:45 a.m. LadiesProgram•“AR Workshop Visit”

8:00 – 9:30 a.m. SECond GEnERAl SESSion

AnnDuignan–JPMorgan•“Ag Machinery Market Conditions”

9:30 – 10:30 a.m. TimWhitley-TeamSI•“Are You Letting Data Lead the Way For Your 2019 Marketing Plans?”

10:30 – 11:00 a.m. Refreshment Break & Visit Exhibit Area

11:00 a.m. – 12:15 p.m. SECond GEnERAl SESSion ContinUES

BobClements•“Bulletproofing Your Business”

12:30 – 1:30 p.m. Luncheon•TomRosztoczy-EDAChairman

1:45 – 3:00 p.m. THIRDGEnERALSESSIOn

BobClements“BulletproofingYourBusiness”-Continued

3:15 – 4:30 p.m. DeepSouthernAssociationBusinessSession

3:15 – 4:30 p.m. Midwest-SouthEastern Association Business Session

6:00 – 7:30 p.m. ManufacturersReception

Page 4: Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

JameS mintert James Mintert is a professor and extension economist in Purdue’s Department of AgriculturalEconomics and serves as director of the Center for Commercial Agriculture. In addition to hisresponsibilities with the Center, Dr. Mintert teaches an undergraduate class on commodity riskmanagement.PriortojoiningthePurduefaculty,Jimwasaprofessorandlivestockmarketingeconomistin the Department of Agricultural Economics at Kansas State University for over two decades. Heholdsbachelorsandmaster’sdegreesinagriculturaleconomicsfromPurdueandadoctoratefromtheUniversityofMissouri.Afterearninghisbachelor’sdegreefromPurdueJimwasaFarmManagementOfficer for Chicago’s northern Trust Company,managing grain and livestock farms in Illinois andIndiana.Jimacquiredhisinterestinagriculturewhileworkingonhisfamily’sfarmintheMississippiandMissouririverbottoms,justnorthofSt.Louis,Missouri. Recently,JimhasfocusedhisattentionondevelopingandproducingthePurdueUniversity-CMEGroupAgEconomyBarometer, thefirst sentiment index focusedon theU.S. farmsector.Launchedinfall2015,theAgEconomyBarometerdrawsuponanationwidemonthlysurveyof400agriculturalproducerstoprovideinsightintoproducers’perspectiveoneconomicconditionsintheU.S.farmsector.

lance formwalt LanceFormwaltservesaslegalcounseltoseveralequipmentdealerassociationsandalsorepresentsmanyindividualequipmentdealerships. Lanceassistsdealersandtheirassociations inawidevarietyof issues impactingthe industry, includingthenegotiationofdealeragreementsandrelatedfinancingarrangements,draftingandenforcementoffairdealershipstatutes,mergerandpurchase/saletransactionsbetweendealershipsandsuccessionplanning.Lanceandhisfirm,SeigfreidBingham,havebeeninvolvedwithdealeragreementreviewsandnegotiationswithmanymanufacturersandsuccessfullyrepresentednumerousdealersinpurchases,salesandmergersofdealershipsinover80dealertransactionssince2012.

ann duignan AnnDuignanisamanagingdirectoratJ.P.Morgan,coveringtheU.S.machinerysector.Inherjobshe is responsible for a rating (Buy,Hold, Sell) on eachof the stocks inher coverage to institutionalclients.AnnhasbeenatoprankedanalystbyInstitutionalInvestor’sAll-AmericaResearchTeamsurveyandtheGreenwichPoll forwelloveradecade.Ann joinedJ.P.Morgan fromBearStearns,whereshewas thediversified industrialsanalyst forfiveyears.Prior to that, sheworkedatSanfordC.Bernstein&Co.asthecapitalgoodsanalyst.InherfiveyearswithEatonCorporation,sheheldpositionsintheAerospaceControlsDivisionasvicepresidentandgeneralmanager,intheTruckComponentsDivisionasabusinessdevelopmentandstrategydirector,andatcorporateasmanagerofbusinessdevelopment.ShealsospenttwoyearswithmanagementconsultantBooz&Companyandanumberofyearsintheautomotivesupplyindustryincluding3yearsataJVwithJapaneseglassmanufacturerAsahiGlass.Annholds an honors degree in agricultural engineering from University College dublin ireland, a higher diplomainmathematicalmodelingandcomputersimulationfromTrinityCollegeDublinIreland,andanM.B.A.fromVanderbiltUniversity,nashvilleTn.

Page 5: Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

tim whitley Describedas“adigitalinnovatorandopportunist,”TimWhitleyhasbeenpassionateaboutinnovatingtheworldof technology sincehis childhoodyearsgrowingupona farm inRule,Texas.For thepastdecade,WhitleyhaspresentedondigitalmarketingthroughoutnorthAmerica.Highlyrespectedinthebroadcasting,automotiveandagriculture/equipmentsectors,heisknowntoinspiredealerstowanttohelpinventthefutureoftechnologyandhowtolookateverychallengeasanopportunityorturna“no”intoa“whatif.” Whitleynowleads90+employeesatTeamSI.TeamSIisadata-drivenmarketingfirmheadquarteredin little Rock, Arkansas and is one of the first marketing firms in the United States to innovate the way theequipmentandagricultureindustrymarketstoB2BinaTraDigitalworld.Afterjusttwoyears,theTeamSIequipmentdivisionnowservesover400dealershiplocationsacrosstheU.S.andCanada.Underhisleadership,TeamSIischallengedeverydaytostayaheadofthecurveinmarketing.Thecompany’sgrowthandinnovationhasbeenrecognizedextensively,earningstatusasaGooglePremierPartner,Inc.500FastestGrowingCompanies,“50InnovativeCompaniestoWatch”bySiliconReview,InnerCity100byForbes,BestPlacestoWorkinArkansas,andArkansasBusinessoftheYearFinalist.

bob clementSBobgrewuponadairyfarminnorthwestMissouriandlearnedearlythevalueofhardworkandthecommitmentittakestobeasuccessfulsmallbusinessowner.Hehastraveledthroughoutthecountryspeakingtobusinessowners,managersandsalespeople,teachingthemhowtoraisetheirstandardofperformance,embracechangeandincreaseprofitability.Hismessageissimple–anyonecangofartherandachievemoreiftheyareopentonewideasandwillingtoapplyproventechniques.Over the last 25+years,Bob’sorganizationhasworkedwithOPE,AGandPowerSportsdealers andspokentothousands--givingthemthetoolstheyneedtomovetheirserviceandpartsdepartmentstothenextlevelofsuccess.Bob’sspeakingandtraininghasbroughthimnationalrecognitionandheisconsideredoneofthetopspeakers and trainers in the country. Whether he is keynoting at amajor conference, speaking at anationalconvention,orhostingapodcast,Bob’sspeakingstyleisalwayspersonableandengaging.AspresidentofBobClementsInternationalInc.,andDealerSuccessGroups®,Bobandhisteamspecializeincreatinghighperformancedealershipsandorganizations.

Knowledge makes a SucceSSful dealerShip

2019 convention speakers

Page 6: Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

golfing at patriotS point – 1:00 p.m. – 5:30 p.m.PatriotsPointhasbeenforyearsafavoriteplaceforallplayersofallskilledlevelsonthisWillardByrddesignedlinkscourseontheCharlestonHarbor.It’slocatedinMountPleasantatthefootoftheCooperRiverBridgeofferingspectacularviewsoftheCharleston,FortSumter,andshipsarrivingfromallovertheworld.Theever-changingwindthattypicallysweepsacrosstheharbormakesthisamemorableharborsideroundthatyouwillenjoy.TheamenitiesyouwillenjoyatPatriotsPointincludedrivingrange,aSouthernstyleclubhouse,agolfersgrillandpatio.

Golf fee is $135.00 per person. Transportation to and from Belmond Charleston Place Hotel is included in fee. Please register for golf outing by completing the golf registration form and annual meeting registration form for payment.

Sailing on the Schooner pride – 1:30 p.m. – 3:30 p.m.ThePrideisaneighty-fourfootauthentictallship,whichsailsCharleston’shistoricharborandtheSouthCarolinacoastalwaters. Enjoy a two-hour harbor cruise.With the engine off and the sails full, the Pride quietly glidesalongasguestsenjoythenaturalsoundsofdolphins,gulls,windandwater.AtourguidewillbeonboardtopointoutCharlestonHarbor’smanyhistoriclandmarksincludingFortSumter,CastlePickney,TheUSSYorktown,andCharleston’sportcityhistory.Itisanexperiencethatisbothrelaxingandawe-inspiringtoseethewindandsailsdrivesuchavessel.GuestsarepermittedtohelpwiththesailingorjustsitbackandenjoywhileaprivateguideregalesguestswithstoriesandhistoryofCharlestonandlifeonthewater.

A minimum of 25 participants is required for this event with a fee of $125.00 per person. Transportation to and from Belmond Charleston Place Hotel is included in fee. You will be refunded your event fee if enough participants are not attained. Please register for this event on annual meeting registration form for payment.

KayaKing charleSton harbor and eStuarieSPaddlethewindingsaltwatercreeksanduninhabitedmarshislandsofCoastalSouthCarolina.Asafe,comfortableseakayakprovidesyouwithatranquilviewofpelicans,egretsanddolphins,aswellasavarietyofplantsandwildlife.Youcanenjoyglidingeffortlesslythroughbackwatercreeksandbays,orexperienceachallengingharborcrossing.Yourlocallytrainedguideisanexpertpaddlerwithavastknowledgeoftheenvironmentandthehistoricalheritageofthebarrierislands.Escapeforanexhilaratingdayonthewater.Allthat’srequiredofyouisasenseofadventure!Besureyouwearshoesthatcangetwet,andprovideheadcover,sunscreenandsunglasses.

A minimum of 4 participants is required for this event with a fee of $110.00 per person. Transportation to and from Belmond Charleston Place Hotel is included in fee. Please Contact the Belmond Charleston Place Hotel Concierge at 843-722-4900 to schedule this event.

monday afternoon activities

Page 7: Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

tueSday ladies Program 8:15 am – 11:45 am

ARWorkshop boutique DIY studio offers wood sign classes, framed sign classes, DIY decor, pallet signpainting,farmhousestylepillowpainting,centerpieceboxes,lazysusans,roundwoodsigns,chunkyblanketclassesandmore!

ARWorkshopsareforeveryone! Theymakeiteasyforallskill levels.Choosefrommanyprojectdesigns.During yourworkshop, customize yourprojectwith your choiceof paint colors andnon-toxic stains.ARWorkshopsprovidesallofthematerials,tools,andinstruction!

ARWorkshopMt.PleasantisownedbyPaigeHutzler.Paigehasalwayslovedbeingcreative&enjoyedrunningadistressedwoodpictureframebusinessoutofhergarage.nowthatallthekiddosareinschool,shehasleftherlonelygarageandnowsharesherjoyofcreatinguniquefarmhousedecorwithothers!Thisworkshopwillgiveyouasenseofaccomplishmentwhileenjoyingthemorningwithyourfriends.

Cost for the AR Workshop is only $75.00 which includes round trip transportation from Belmond Charleston Place Hotel.

Page 8: Knowledge makes a SucceSSful dealerShipWhitley now leads 90+ employees at Team SI. Team SI is a data-driven marketing firmheadquartered in little Rock, Arkansas and is one of the first

tranSportation

The hotel is just 15 minutes from the CharlestonInternationalAirport,whichoffersservicefromAlaskaAirlines, American Airlines, delta, JetBlue, Porter, Silver Airways, Southwest, United and US Airways.Once you are here, getting around is even easier.Belmond Charleston Place is within walking distance to the best of Charleston.However, if you prefer toride, rickshaw bicycle taxis are readily available, and a freedowntownbuspicksuprightoutsideofthehotel.

america’S favorite city

IthasbeensaidthatCharlestonisacitytobesavored.From the heady fragrances of jasmine and tea olivetotheserendipitouspleasureofdiscoveringthecity’shiddentreasures,there’splentyheretodelightin.Andtohelpyoualongthewayarethesophisticatedofferingsandunparalleled styleofBelmondCharlestonPlace.Where, upon arrival, you are instantly transportedto a magical, timeless place in the heart of historicdowntown Charleston, continuously named the #1 travel destination in the United States by readers of Conde Nast Traveler and Travel+Leisure.