Small Dealer Conference

Small Dealer Conference

November 13 – 14

AED’s Small Dealer Conference is back! This crucial event is your annual education and networking opportunity designed to help small business operators take a step back and focus on improving their equipment business.  

Small dealers make up a sizeable portion of AED members and are loosely defined as dealerships under $50 million in annual revenue, four or fewer locations, and less than 50 employees – but these are not hard cutoffs. If your dealership operates like a small business, then this meeting is for you. 

Our goal is to provide you with a conference convenient for your schedule. You will not only benefit from the quality content that you’ve come to expect from AED but also from the necessary networking opportunities that will make your trip to San Antonio more than worth it.  

Early Registration: $925
Regular Registration: $1025
Late Registration: $1125

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Location Information

Hotel ContessaLocation Information
Hotel Information:
Hotel Contessa
306 West Market Street
San Antonio, TX
Room Rate: $209 (plus tax)
Call-In Phone Number: 866-435-0900
Reservation Book By Date: October 27, 2022

Reserve Hotel Room


Schedule At-A-Glance

Sunday, November 13

TimeSession TitleLocationSpeaker
5:00 pm - 6:00 pmRegistration
5:00 pm - 6:00 pmSmall Dealer Council MeetingHotel
6:30 pm - 8:30 pmWelcome DinnerTBD - Off site

Monday, November 14

TimeSession TitleLocationSpeaker
8:00 am - 8:30 amBreakfast & Registration
8:30 am - 8:45 amWelcome & Announcements
8:45 am - 10:00 amFourth Dimension LeadershipKevin Burgess
10:00 am - 10:15 amBREAK
10:15 am - 11:15 amDealership Digital TransformationMets Kramer
11:20 am - 12:00 pmImproving Operations with a CODB ScorecardPatrick Roesler
Vermeer Midwest
12:00 pm - 1:15 pmLUNCH
1:15 pm - 2:15 pmRoundtable SessionModerated by:
2:20 pm - 3:20 pmBecoming a Talent MagnetSara Hey
3:20 pm - 3:35 pmBREAK
3:40 pm - 4:25 pmGovernment Affairs UpdateChris McCannell
4:30 pm - 5:30 pmVoice of the Customer (Panel)Moderated by:
5:30 pm - 6:30 pmClosing Reception


Fourth Dimension Leadership
Kevin Burgess

All organizations are at one of four levels. The level a company is at is not permanent. Organizations are always moving up to a stronger position or down to a more vulnerable place. The same levels can be used to define an individual’s leadership within the organization. And the same truths apply. What causes a company to transition from one level to another are the same things that cause leadership to transition.

In this session, you will be taken through each level, and more critically, learn how to transition from one level to the next. This session is instantly applicable to entire organizations and to individuals, and will help you get your dealership (and your leadership) to the fourth, highest dimension.

Digital Transformation
Mets Kramer
Strategic Evolutions

Over the last few years there have been many articles and presentations on digital transformation. Most often these focus on external digital changes in the market, from advertising to website and social media, but internal transformation is equally important and often required to support sales and marketing efforts through digital channels.
Information is the driving force of the best companies in all industries today. Information allows a dealer to make informed decisions, understand important changes and simplify the workload of their internal teams.

This session will look at the importance of information and its relationship to the tools used to execute the business; making the right choices in information platforms and tools can either enable the business or frustrate it. It will examine what kinds of information are critical, the use of metrics, and how to establish a reliable flow of data to build a warehouse of information to drive the dealership into the next decades. Finally, it will explore practical things to remember to make your digital transformation easy and successful.

Roundtable Session
Moderated by:

In this collaborative session, conference attendees will have the opportunity to discuss hot topics, issues, industry trends, best practices, and developments affecting small dealers with their peers.

Becoming a Talent Magnet
Sara Hey
Bob Clements International

Have you struggled to find good people to help take your dealership to the next level? If so, you are not alone. Good employees are the most significant growth asset for your business if you can find them. This session will share specific strategies dealers can implement to find and hire good people for their dealership.
During this session, attendees will explore:
• Proven strategies to find technicians, parts people, salespeople, and managers for dealerships
• How to determine salary caps for each position
• Interview questions that can uncover baggage with potential hires
And more!

Voice of the Customer (Panel)
Moderated by:

Knowing your customers is key to dealership success. How well do you know yours? This session will feature a panel of dealer customers discussing what they look for in a dealer, the most important things a dealer brings to the table when working with a contractor, and more.

Improving Operations with a CODB Scorecard
Patrick Roesler
Vermeer Midwest

Are there operational or financial areas of your business that you would like to improve? Metrics are a great way to let numbers tell the story so your team can focus on collaborative improvements. In this session, we will walk through how to launch a scorecard process, engage your team, and improve your business, using metrics as found in the Cost of Doing Business (CODB) report.

Past Small Dealer Conference Attendees:

Companies who have attended previously include:
A.L.P.A. Equipment Ltd.
ACT Construction Equipment
Air Compressor Solutions
Auxilior Capital Partners, Inc.
Bobcat of North Texas, a div. of Berry Companies, Inc.
Burris Equipment Company Inc.
Compass Equipment Inc.
Construction Equipment Sales & Rental
Correlli Inc.
Ditch Witch of Georgia
Ditch Witch of North Carolina, Inc.
Falcon Equipment
Frank Martin Sons, Inc.
George & Swede Sales & Service, Inc.
H & V Equipment Services, Inc.
HBS Systems
Highway Equipment Company
Holland Equipment Services
Ingram Equipment Company, LLC
IntegraVision, LLC dba MGB & Company
Intermountain Bobcat
J&B Underground LLC / Ditch Witch of South Louisiana
Krank Limited
Luby Equipment Services
Marshall Machinery, Inc.
MECO Miami, Inc.
National Equipment Dealers, LLC dba May/RHI
Newman Tractor, LLC
Perceptive Processing
Powertrac Machinery/ an R. Udelson Company
Rock Machinery Co. LLC
Ruffridge-Johnson Equipment Co. Inc.
Standard Equipment Company
Texas State Rentals
Tracey Road Equipment Inc.
Vermeer Canada Inc.
Westrax Machinery, Inc.
Wilson Equipment Limited


What people are saying:

Cindy Baschmann of Baschmann Services, Inc.

“Networking with your industry peers and AED staff makes the Small Dealer Conference very personal. The meetings are all in one location and one day. You will always walkaway with important information that will enlighten you and enhance your dealership.”

Steve Ricke of Federal Contracts Corp.

“Make the investment and come prepared to engage the presenters and the other guests. Take advantage of the networking opportunity and make the most of the time invested.”

Dave Hosch of Ruffridge-Johnson Equipment

“Well worth the price of admission. The ability to network with people that are from similar sized companies as ours is priceless.”

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