The Agenda
Friday - July 17, 2026
All Day
Attendees Fly-In
Attendees should fly in by 3:00pm to give enough time to get checked into your room
5:45pm
Meet in the Lobby for Dinner | Bus Leaves at 6pm SHARP
Leave at 6:00pm
6:30pm
Dinner – Brasswood
Dinner reservation at Brasswood at 6:30pm – 3111 St Helena Hwy North, St Helena, CA 94574
Saturday - July 18, 2026
7:00am
Breakfast
7:55am
Settle into the Meeting Room
Get settled in before we begin the first session of CXO Napa!
8:00am
Opening Comments
Led by: Brian Pasch, Pasch Group
8:15am
What's New With You?
Led by: Gray Scott
9:15am
What Have We Learned About Website Optimization
Led by: Brian Pasch
9:45am
Relational Database Primer
Led by: Brian Pasch
10:00am
Coffee Break
10:15am
Maximizing Co-op at Scale: Turning Manufacturer Funds into a Predictable Profit Center
Led by: Mark Baruth, COOPABLE
In an environment of rising OEM scrutiny, complex guidelines, and multi-rooftop complexity, many large dealer groups leave significant manufacturer co-op dollars unclaimed or underutilized. Drawing from COOPABLE’s management of more than $360 million in annual co-op funds across hundreds of clients, this session will explore how centralized processes and modern tools transform co-op from an administrative burden into a reliable, scalable profit driver.
Key Topics Include:
- Common leakage points and compliance challenges at group scale
- Strategies for centralizing co-op management across brands and rooftops
- Real-world frameworks for improving utilization, reimbursement speed, and ROI
- Live walkthrough of a centralized co-op dashboard that delivers portfolio-level visibility, real-time alerts, claims tracking, performance insights, and optimization recommendations
Attendees will leave with actionable ideas, a co-op maturity self-assessment framework, and practical steps to implement stronger oversight — whether they manage 10 rooftops or 100+.
11:15am
AI and the Future of Dealership Websites
Led by: Sam Vukas & Joel Matteson, Dealer eProcess
12:15pm
Lunch
1:15pm
Member Show & Tell
Led by: Jim Kosobucki & Others
2:00pm
One Customer, Two Departments: The Broken Link Between Sales and Service
Led by: Michael Affronti & Drew Adler, DriveCentric
3:00pm
Beer Break
3:15pm
Hands on AI Building Session
Led by: Gray Scott
4:30pm
Meeting Concludes
5:45pm
Meet in the Lobby for Dinner | Bus Leaves at 6pm SHARP
Leave at 6:00pm
6:30pm
Dinner – The Guest House
Dinner reservation at Eleven Eleven Winery at 6:00pm – 620 Trancas St, Napa, California 94558
Sunday - July 19, 2026
11:00am
Hotel Check-Out
Check-out of your hotel room
All Day
Members Fly-Out
Grab a ride-service and head to the airport to fly-out of Scottsdale