itinerary - august 2013

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AE/SE Training Itinerary for August 2013

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Page 1: Itinerary - August 2013

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

Page 2: Itinerary - August 2013

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

Page 3: Itinerary - August 2013

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

Page 4: Itinerary - August 2013

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