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NEXT - LEVEL  OWNER

FOCUSED ON BUSINESS FOR OWNERS & MANAGERS

ROOM: DELTA B & C

SESSION 1

Know Your Numbers & Master Your Bottom Line

COURSE DESCRIPTION

In today’s market, knowing your numbers isn’t optional, it’s the difference between thriving and surviving. This hands-on course walks owners, managers, and key team members through the financial fundamentals every small business must master to stay profitable, grow sustainably, and make smarter daily decisions.

Whether you’re running a hot-rod fab shop, an upholstery business, or a mobile electronics retail operation, you’ll walk away with practical tools you can use day one to understand what really drives your bottom line.

WHAT YOU'LL LEARN

This isn’t generic business fluff. It’s built for hands-on business owners and leaders in:

  • Automotive hot-rod fabrication shops

  • Upholstery and custom interior shops

  • Mobile electronics retail & install operations

  • Service shops aiming to stop guessing and start measuring

Even if you hate accounting or think finance is “math stuff,” we break it down in plain English with examples from real shop environments.

Friday 8:00am - 9:15am  |  Saturday 8:00am - 9:15am

INSTRUCTOR: DAVID WALL

WHAT YOU'LL LEARN

Understand Core Financial Statements

Learn how profits, cash flow, and balance sheets tell the true story of your business. It’s the language owners need to speak fluently. 

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Costs That Matter

We’ll break down:

  • Fixed costs like overhead, rent, payroll, and shop expenses

  • Variable costs including parts, materials, and labor hour consumption
    So you can intentionally design pricing and margins that work.

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Cash Flow Management

Cash isn’t just king… it’s oxygen for your business. Learn how to track, forecast, and protect cash flow so payroll, bills, and growth plans don’t choke. 

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Inventory That Works for You

Stop guessing what’s in stock and why you’re ordering parts no one uses. We cover inventory controls and best practices that reduce waste and increase parts turnover, tailored for automotive shop environments. 

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Sales Staff vs. Shop Labor

Explore how your front-line teams affect shop profitability:

  • Sales incentives that align with profitability

  • Shop utilization and labor efficiency

  • Benchmarks to measure performance effectively

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Metrics That Drive Decisions

Forget vanity metrics. Learn how to use the real numbers, average order value, gross profit %, cash runway, and more to steer your business rather than react to it.

  • Practical worksheets and scorecards you’ll use every month

  • Case examples based on industry companies and tools like Shopmonkey to help you monitor KPIs and operations efficiently.

  • Tools to interpret your P&L, manage inventory, and forecast cash flow

  • Strategic action plans for pricing, staffing, and overhead

FORMAT & TAKEAWAYS

SESSION 2

Inside the Luxury Dealership Playbook

COURSE DESCRIPTION

Join Larry Penn, President of MSC, and Ben Meier, Fixed Operations Manager at Grand Touring Calgary, for a focused, high-impact presentation on engaging luxury automotive dealerships.

As a dealer for super-luxury brands such as Lamborghini, Koenigsegg, Rolls-Royce, Bentley, Aston Martin, and more, Ben provides a candid, inside-the-dealership perspective on what truly drives decision-making. He breaks down critical factors including CSI performance, profitability, vehicle allocation realities, and strict brand standards, each of which can be positively or negatively impacted by relationships with aftermarket partners.

Larry follows with proven, actionable strategies to help aftermarket businesses align with these dealership priorities, build credibility, and position themselves as trusted, long-term partners in the luxury space. Designed for sales professionals, managers, and owners, this session delivers real-world insights you can apply immediately.

WHAT YOU'LL LEARN

  • Sales professionals targeting high-end or luxury dealerships

  • Shop owners looking to break into the luxury or super-luxury market

  • Managers seeking to improve dealer relationships and account strategy

  • Aftermarket brands wanting to better understand dealer expectations

  • Anyone serious about playing in the luxury space, without guessing

Friday 9:30am - 10:45am  |  Saturday 9:30am - 10:45am

INSTRUCTORS: LARRY PENN & BEN MEIER

WHO IS THIS FOR

  • How luxury dealerships evaluate aftermarket partners, and why most get it wrong

  • The role CSI scores, brand standards, and vehicle allocation play in dealer decisions

  • What actually matters to fixed operations and dealership leadership

  • How aftermarket work can help (or hurt) dealership profitability and reputation

  • Strategies to align your sales approach with luxury dealer priorities

  • How to position your company as a low-risk, high-value partner

  • Practical steps to open doors and build long-term relationships with elite dealerships

SESSION 3

Clicks, Communication, and Culture That Build Customers for Life

Friday 9:30am - 10:45am  |  Saturday 9:30am - 10:45am

INSTRUCTORS: PHILIP LINDSLEY & JESSE LINDSLEY

COURSE DESCRIPTION

What if every click and call turned into a customer who trusts your shop, spends more, and comes back for the next project? In this session, 20‑year automotive veteran Philip Lindsley and 20‑year agency CEO Jesse Lindsley pull back the curtain on how Titan Motoring combines smart marketing, disciplined communication, and intentional shop culture to consistently attract better work and turn first‑time visitors into long‑term clients.

You’ll see how a dialed‑in funnel and a proactive sales team can quietly reshape everything in your business—from the types of jobs you book to how customers feel while their vehicle is in your care. You’ll hear how Titan evolved from chasing generic “reach” to building a real lead engine and a conversion process that customers actually enjoy. And you’ll also see how vehicle‑specific, fabricated-on-demand solutions allow Titan to complete jobs faster and more profitably, while delivering a more consistent experience that keeps people coming back.

WHAT YOU'LL LEARN

  • How to build a simple funnel that attracts qualified, higher‑intent work.

  • How to position your sales team as trusted advisors, customers actually want to hear from.

  • How culture and process inside the shop show up in your reviews, referrals, and repeat business.

  • How to move from “getting attention” to generating leads that reliably turn into approved jobs.

  • How Titan uses repeatable, vehicle‑specific solutions to install faster and profit more—without burning out the team.

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