itinerary - august 2013
DESCRIPTION
AE/SE Training Itinerary for August 2013TRANSCRIPT
Day 1
8:00-8:30 CFO Introduction – Dave Horan
8:30-9:30 Employee Orientation – Peggy Boyd/Adam Galema/Emmy Pittman
a. Employee Handbook
b. Social Media Policy
c. FMLA
d. Auto Accidents, Auto Insurance and Driver’s License Requirements
e. Outlook
f. Travel and Entertainment Policy – Expense Reports
g. Fuel Card Policy
h. Cox Website/DSCU Learn Website
9:30-10:15 Floor Planning 101 – Roger Teate
10:15-10:30 Break
10:30-11:15 Consultative Selling – Roger Teate
11:15-12:00 Marketing Presentation – Patty Turner
12:00-12:45 Lunch
1:00-3:30 Floor Planning 101 – Regional Director/Rick Wright/Ryan Hawley
a. Contract Training – Ryan Hawleyb. Uniform Commercial Code – Rick Wright
c. US vs. SS Presentation – RD 1:00 to 1:30
3:30: Break
3:45-5:30 CSC/Funding Services/Records – Lee LeGrand/Sarah Lutey/Sandy Moon
a. Funding Services – Sarah Luteyb. CSC – Lee LeGrandc. Records – Sandy Moon
4:00 Josh Steorts and IT Team to assist with computer connections
DAY 2
8:00-8:30 Systems Access – Michael Alt/Josh Steorts
8:30-10:00 Discover Training – Julie Mossor/Gary Jorewicz
a. Business Information
b. Payment Screen
c. Collateral Audit Screen
d. Contract Screen and Navigation
10:00-11:00 Dealer Health – Tyson from Leaf
11:00-11:15 Break
11:15-12:30 Dealer Website Training and Unplugged Mobile – Carrie Storms/Julie Mossor/Larry Lewis
12:30-1:00 Lunch
1:00-2:45 Sales – Regional Director
a. Auction Relationships/Sale Day Training/A360 – Pete Grupposo
b. Know Your Product – Gary Jorewicz
c. Line Mod and Term Change – Julie Mossor
2:45-3:00 Break
2:45-5:00 Lending – Keith Lally and Ray Waltz
a. Lending Underwriting
b. Lending Entity
c. Lending New App Submission
d. Heavy Hitter Processing
e. Specialty Finance – Ray Waltz
5:00-5:30 Diamond Dealer – Troy Thompson
Day 3
8:00-9:30 Internal Sites Training (saving to favorites) – Gary Jorewicz
a. Corporate Website Overview – Word of the Day
b. OZ – My Site
c. Tech Excel – Websites to access Event Sales & Knowledge tab
d. Microsoft CRM
e. Cox Benefits Website
f. Concour Travel
g. Field Logic
h. DSC Management Dashboard
i. TMS
j. WebFocus most common reports – Receivable Detail, Floored Vehicle History, On Time
Pmt, Collateral Audit Summary
k. Learn Center
9:30-9:45 Break
9:45-11:00 Microsoft CRM Training – Jennifer Gaylor
11:00-11:30 Seller Side Processing – Pete Grupposo
11:30-12:00 CSC Tour
12:00-12:45 Working lunch: Collateral Protection – Will Cherry
12:45-5:00 (break at 2:30 to 2:45) Collections/Portfolio Management – Regional Directors
a. E-Forms and Approvalsb. NSF Collectionsc. Daily Report Setd. Receivable Detail Reviewe. Setting the Tone with a New Dealer
6:30pm Mandatory Dinner – Kona Grill
Day 4
8:00-11:00 Risk/Recovery/Remarketing/ARC – Kathy Clark/Doug Kachur/James Hiatt/Kristi Miller
a. Swat Response – Kathy Clarkb. Remarketing – Doug Kachurc. Account Analysis – Kathy Clarkd. Recovery – Kristi Millere. Managing Collateral Audits – James Hiatt
11:00-12:00 AE from an AE's perspective – ALP Candidate
12:00-12:30 Lunch
12:30-1:30 Dashboard Training/AE Goal set – Regional Director/ALP Candidate
1:00-2:00 Competition Training – Roger Teate/Gary Jorewicz
2:00pm Depart for airport