WEBINAR
After the Buy/Sell: What Dealer's Need to Know Regarding their Documents/Data After the Deal is Done
Tuesday, October 29, 2024 | Hosted by The One View Team
Join Joseph Green, VP of Operations at One View in this session that will tackle the unknowns for dealers once the buy/sell is complete. Joseph will discuss what data dealers need to retain after they sell their business, what are common situations that data will be needed, and what are risks dealers need to mitigate to ensure they are prepared for a future audit or legal inquiry. Don’t miss out – register now and enter to win a Starbucks gift card!
Past Webinars
WEBINAR
Dominating Document Management for Automotive Dealers
September 26, 2024 | Hosted by The One View Team
Revolutionize your automotive dealership’s efficiency with our webinar, “Dominating Document Management.” Learn how to enhance employee productivity, ensure data privacy compliance, and decrease company risks through digital solutions. We’ll address departmental adoption, key areas to measure success, and how to have success process adoption for your entire team. Discover why the One View system is your ultimate solutions for going paperless.
WEBINAR
The Importance of Data Redundancy: Essential Data for Business Continuity
August 20 & 22, 2024 | Hosted by The One View Team
This insightful session with Joseph Green, One View’s VP of Operations, discussed WHAT data should be backed up and WHY each of these pieces are important.
We discussed how you can take the right steps to minimize the risk of losing your most important asset, your data, and to keep your dealership running during unexpected events such as technology outages, mother nature, or other crisis moments.
WEBINAR
Mastering Digital Deal Jacket
June 2024- On Demand | Hosted by 700Credit & The One View Team
Since the 2022 Safeguards Rule went into effect, protecting customer data in a single, secure location has become a #1 priority for auto dealers. That’s why it comes as no surprise that the days of paper deal jackets are coming to an end, while digital deal jackets are rapidly growing in popularity. Check out this on-demand webinar!
WEBINAR
The Power of WebScan
Thursday, January 18, 2024 | Hosted by The One View Team
Revolutionize your automotive dealership’s efficiency with our webinar, “The Power of WebScan: Cost Effectively Simplify your Dealership Document Management Process.” Learn how to enhance scanning functionality to any member of the dealership, without having to invest in per-seat licenses or expensive scanner hardware. We’ll address departmental adoption, key areas to measure success, and how to have a success process adoption for your entire team. Discover why the One View system is your ultimate solution.
WEBINAR
Mastering Vendor Management
Thursday, November 16, 2023 | Hosted by The One View Team
Overwhelmed by the quantity of vendor agreements you have to manage? Tired of suffering from an unexpected auto-renew? Wish you didn’t have to rummage through filing cabinets to find a random contract addendum to cancel? Join One View for an insightful and educational webinar where we delve into the world of vendor management with One View’s powerful tool, Vendor View. If you’re looking to streamline your contract processes, ensure you never miss an important date, and improve your dealership’s efficiency, this webinar is a must-attend.
WEBINAR
Introducing Webscan
March 16, 2023 | Hosted by Joseph Green
Optimize Your Document Management Process with WebScan – the newest element to the One View Document Management Ecosystem! Watch this exclusive webinar on-demand that introduces our newest tool that empowers users to easily scan documents directly into Vault from any web browser. With WebScan, you can now streamline your document management process without the need for expensive hardware or complicated software.
WEBINAR
Exception Report
February 17, 2023 | Hosted by Travis Peterson & Ali Carlson
Learn how One View’s Exception Report will be a critical tool for your next successful audit. Discover the most loved tools and features of the Exception Report, learn to leverage the data from your Exception Report Using a high-level report to review your scanning progress, and explore the data and success stories from Customers who use the Exception Report.
WEBINAR
File Upload
February 17, 2023 | Hosted by Travis Peterson & Ali Carlson
Vault Users will now be able to upload digital files from the PC into Vault by clicking the manual upload button on the folder. You can upload most any file type to Vault and add key document properties for indexing. The best part of the functionality, it’s free for all scan users! (All documents imported are subject to standard per page ingestion fees.) A recording of the webinar can be found in the Videos Section of the Vault Resource Center.
Upcoming Events
2025 NADA Show
January 24-26 | New Orleans, LA
Join us at NADA 2025! Booth 7613
2024 AICPA Dealership Conference
October 24-25, 2024 | Las Vegas, NV
Join us for the 2024 AICPA Dealership Conference!
Past Events
IATA Golf Outing 2024
Table
September 17, 2024
Noblesville, IN
NAMAD Annual Meeting 2024
Booth #48
August 20-23, 2024
Miami, FL
WIA Conference 2024
Booth
May 15-18, 2024
Colorado Springs, CO
BMW National Aftersales Conference 2024
Booth #503
March 5-7, 2024
Las Vegas, NV
AIM Expo 2024
Booth #4052
February 6-8, 2024
Las Vegas, NV
NADA Show 2024
Booth #7069N
February 1-4, 2024
Las Vegas, NV
2023 FADA
Hall of Fame
November 2, 2023
Four Seasons, Orlando, FL
2023 AICPA & CIMA
Dealership Conference
Booth #105
October 23-24, 2023
Las Vegas, NV
2023 Stellantis/ MOPAR Service & Parts Conference
Booth #716
September 18-21, 2023
Orlando, FL
2023 BMW National Aftersales Conference Americas
Booth #105
April 25-27, 2023
Las Vegas, NV
2022 NADC Annual Member Conference
April 24-25, 2022
Scottsdale, AZ
Webinar Archive
Multi-Factor Authentication Webinar – December 20, 2022
Hosted by Joseph Green, VP of Operations
With most breaches using compromised credentials*, authentication attacks are a major threat, and no one is immune to them. Multi-factor authentication (MFA) reduces the risk of compromised credentials by adding a second layer of verification to your account.
Watch this webinar recording to learn:
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- The basics of Multi-Factor Authentication and the different options available.
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- How Multi-Factor Authentication will keep your account safe.
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- How to set up Multi-Factor Authentication on your Vault account.
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- How to Edit and adjust your Multi-Factor authentication settings.
A recording of the webinar can be found in the Videos section of the Vault Resource Center.
Data Privacy Update for Automotive Dealerships – May 16, 2022
Hosted by Travis Peterson, VP of Product & Services & Risa Bonerer, Partner with Fisher Phillip
Watch Fisher Phillips Partner, Risa Boerner, chair of the firm’s Data Security & Workplace Privacy practice group, as she discusses the GLBA update and FTC filings.
Watch the webinar recording here.
One View Exception Reporting & Audit Assurance – February 23, 2022
Hosted by Travis Peterson, VP of Product & Services
From the basics of Exception Report setup and best practices to the woes of mismanagement, learn why One View’s Exception Report is the key to your next successful audit.
A recording of the webinar can be found in the Product Videos section of the Vault Resource Center.
How to Become a One View Power User – November 23, 2021
Hosted by Travis Peterson with special guest Jennifer Way, CFO and Vault Power User at Heuberger Motors
Learn how to get the most out of your One View Vault subscription! Attendees will hear Jennifer Way, CFO of Heuberger Motors, share advice and key takeaways as an early adopter of One View scanning and archiving on Vault. Jennifer and Travis will discuss Vault best practices, from account administration to daily scanning Vault management.
Watch the webinar recording here, contact One View for the password.
How to Close Your Month in 2 Business Days – August 18, 2021
Hosted by Travis Peterson with special guest Christine LaFontaine, CFO of Matt LaFontaine Automotive
Every month brings new challenges to the dealership accounting office. Want to set your team up for success, especially when it comes to year-end? Christine LaFontaine, CFO of Matt LaFontaine Automotive, joined Travis Peterson to share her go-to checklist of items that ensure every month is closed efficiently, enabling her to close the month in just 2 business days.
Watch the webinar recording here, contact One View for the password.
DMS Contract Negotiation Do’s & Don’ts – March 18, 2021
Hosted by Joseph Green and Travis Peterson
Attendees will gain insights from a dealership consultant with over 40 years of industry experience. We will cover everything from the negotiation prep and procedure to DMS tricks and dealer tips.
Watch the webinar recording here, contact One View for the password.
Don’t Let 13 Become an Unlucky Number:
13th Month Reporting & Year-end Clean Up Strategies Webinar – January 14, 2021
Hosted by Travis Peterson
Learn how your dealership could benefit from this unique accounting practice. Attendees will hear from an experienced dealership Controller and learn more about unique dealership accounting practice. Year-end can mean a lot of work, we’re hear to help you manage it.
Watch the webinar recording here, contact One View for the password.
Interested in having one of our automotive document management experts speak at your event? marketing@one-view.com