F&I Education Workshops

The F&I track will provide a variety of sessions that will help dealers maximize profits, while understanding the importance of ethics and customer satisfaction. Attendees are eligible to earn continuing education units (CEUs) for their participation in applicable Vendor Training +Plus sessions and the RV Learning Center's educational workshops. 

Workshop and speaker info will be updated as sessions are confirmed - check back regularly!


Menus for Millennials: How to increase Product Sales with Today's Customer

Wednesday, November 8
9:00 - 10:00 a.m.

Paul Sheldon
Protective Asset Protection

Today's consumers have tons of information at their finger tips. Our selling systems in F&I haven't kept up. Its not just about having high tech menus on iPads, it's much more about how we present to our customers. In this seminar we'll discover the keys to successfully selling our products to our well informed highly connected customer.
  • Why selling the same old way we have been doesn't work anymore
  • Learn how to package your products to fit each customer
  • How to leverage technology to your advantage in F&I

The 100% Solution: Effective Turnover to F&I for Maximum Cash Conversion

Wednesday, November 8
2:00 - 3:00 p.m.

Myril Shaw
First Approval Source

This workshop is targeted at dealership management and focuses on providing the tools and techniques to maximize the effectiveness of the turnover from sales to F&I to provide the greatest profit potential, including the best ways for sales to transition cash buyers and thus maximize cash conversions.

During this workshop, attendees will learn:
  • How to ensure that 100% of your customers are transferred to F&I, even cash buyers 
  • How to facilitate the turnover process to F&I so that it is easy and graceful sales and reduces stress for your buyers
  • How to have appropriate initial back end product introduction conversations during the sales process that enable profit maximizing conversations when the buyer gets to F&I


Creative Tweets Can't replace Exceptional Customer Service

Thursday, November 9
4:30 - 5:30 p.m.

Paul Sheldon
Protective Asset Protection

Twitter, Instagram, and Facebook are all great tools for bringing customers into your dealership. But people today still buy from people and the level of customer service at your dealership will determine your conversion rate, profitability, and repeat and referral business. This seminar will teach the three most important things that make the difference between customers buying and customers leaving.

  • The number one thing customers want when they come to your dealership
  • How to present to the "I know everything" generation
  • The keys to getting and keeping customers for life