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LEARN FROM THE EXPERTS


Every Dealer Conference session is led by the people who know your DMS – and the automotive industry – best. With more than 300 years of combined automotive experience, PBS presenters bring practical knowledge, proven best practices, and real-world insights that help you get more value from your dealership and v10.

BOOTCAMP SESSIONS

Build Your Foundation, Unlock More Value 

Getting the most out of your DMS starts with a strong foundation. Bootcamp sessions are designed for newer PBS users or anyone looking to sharpen their fundamentals in v10. 

There’s a lot to take in during initial training, and it’s easy for key details to get lost along the way. These sessions are a chance to revisit the basics, fill in any gaps, and reinforce the core features that keep your day-to-day running smoothly, so nothing important gets missed. 

Accounting Bootcamp

Accounting workflows start with the fundamentals, ensuring the right controls are in place to manage the flow of data into your accounting team. Join this bootcamp to learn how to strengthen your processes through:

Whether you are a first-time user of v10 or an experienced user transitioning to v10 APEX, your system setup is essential to maintaining accuracy across accounting operations. These sessions focus on user, contact, and dashboard configurations that improve accuracy, strengthen controls, and support more efficient financial workflows.

  • Accounting user permissions

  • AR/AP contact settings

  • Accounting dashboard and page management

Fixed Ops Bootcamp

Fixed Ops performance improves when users are focused only on what matters most to their role. Join PBS Fixed Ops experts to explore how to optimize your setup through:

Whether you are a first-time user of v10 or an experienced user transitioning to v10 APEX, your system configuration directly impacts how work flows through Fixed Ops. These sessions focus on user, contact, and dashboard setups that reduce unnecessary manual decisions and help teams work more efficiently every day.

  • Parts and service user access

  • Fixed Ops contact settings

  • Fixed Ops dashboard and page best practices

Sales Bootcamp

Sales teams perform best when there is consistency in how leads, deals, and follow-ups are managed. This session highlights key system settings that support a stronger sales process, including:

Whether you are a first-time user of v10 or an experienced user transitioning to v10 APEX, your system setup is critical to how your sales organization performs. These sessions focus on user, contact, and dashboard configurations that drive consistency, strengthen execution, and deliver a more seamless customer experience.

  • Sales user permissions

  • Sales contact settings

  • Sales dashboard and page customization

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CONFERENCE SESSIONS

Explore the content available at this year’s Conference.

Conference sessions are where learning turns into impact. From foundational bootcamps to advanced v10 and v10 APEX workshops, every session is designed to sharpen skills, strengthen confidence, and drive results across your dealership.

Build a stronger foundation, learn from PBS experts and dealerships already live on v10 APEX, and get an inside look at what’s coming next as the platform continues to evolve.

Choose your focus and dive in. Use the colored arrows to explore by area of interest.

Master the New Frontline: APEX Workspace in Action

Confident leadership starts with clarity. This session equips frontline teams with the knowledge and language needed to navigate the new APEX Workspace and lead through change. Explore intuitive navigation, streamlined workflows, and everyday efficiencies that simplify task execution and boost productivity. Walk away ready to support your team, optimize processes, and get the most out of your DMS from day one.

Master the New Frontline: APEX Workspace in Action

  • Get introduced to v10 APEX Workspace and core navigation

  • Shift from dashboards to workspaces for faster workflows

  • Understand what’s new and how it impacts your team

Presenter(s)

Break Free from the Desk: Mobile Parts in Action

Keep operations moving, and your team agile. This session introduces DMS mobile tools that bring inventory management, receiving, and counting directly to the floor. Streamline workflows, reduce errors, and improve visibility across the wholesale delivery process. With real-time access and better organization, teams can move faster and serve customers more efficiently.

Break Free from the Desk: Mobile Parts in Action

  • NEW mobile-first Parts tools in v10 APEX

  • Parts App functionality

  • Streamlined Parts workflows from start to finish

Presenter(s)

Product Clarity, Sales Confidence: Smarter Product Maintenance

Outdated product lists slow down sales and create inconsistency. This session demonstrates how centralized product maintenance brings order, accuracy, and confidence to business office offerings. Organize products for faster access, Update outdated information, and ensure consistent pricing and presentation. With cleaner data and rated product structures, teams can sell faster and more confidently—without relying on external references.

Product Clarity, Sales Confidence: Smarter Product Maintenance

  • Product pricing confidence and consistency

  • VIN-specific pricing

  • NEW v10 APEX enhancements streamline workflows

Presenter(s)

Set the Foundation: Shop Setup Built for Success

Create the foundation for continued success. This session breaks down how a properly configured shop unlocks accurate scheduling, reliable capacity planning, and seamless automation. Discover how Shop Maintenance and Shop Load work together to power both in-store and online booking. Get it right from the start and avoid the hidden issues that quietly disrupt your operations.

Set the Foundation: Shop Setup Built for Success

  • Better shop setup for scheduling and capacity planning

  • Improve flow and reduce operational bottlenecks

  • Leverage Shop Maintenance and Shop Load to improve booking accuracy

Presenter(s)

Consistency That Sells: Smarter Service Packages

Build confidence in every quote you present. This session shows how Menu Packages bring structure and speed to service quoting. Find out how to standardize pricing, bundle labour and parts, and present stronger upsell opportunities with less effort. The result: faster write-ups, more consistent customer experiences, and increased revenue across Service and Parts.

Consistency That Sells: Smarter Service Packages

  • NEW in v10 APEX: more consistent Service quoting

  • Standardize recommendations across v10 and v10 APEX

  • Improve speed and customer experience

Presenter(s)

Protect Your Margins: Smarter Core & Returns Management

Take control of your core management process. This session shows how to take control of core tracking and returns with improved automation and visibility. Learn how to reduce manual effort, prevent costly write-offs, and ensure every part is accounted for throughout its lifecycle. With stronger processes in place, teams can protect margins and maintain accurate inventory data.

Protect Your Margins: Smarter Core & Returns Management

  • NEW in v10 APEX: better core tracking and visibility

  • Enhanced automation

  • Improve Parts returns accuracy and control

Presenter(s)

AP, Reinvented: Faster Processing with AI Import

Say goodbye to manual entry. This session introduces AI-powered AP import that transforms invoices into a streamlined, review-first process. Reduce errors, accelerate workflows, and eliminate paper with automated data capture and digital archiving. Discover how customizable approvals and intelligent processing free up your team to focus on higher-value work.

AP, Reinvented: Faster Processing with AI Import

  • NEW in v10 APEX: smarter AP automation

  • Reduce manual entry

  • Faster, cleaner invoice processing

Presenter(s)

From Arrival to Delivery: Total Control of the Customer Journey

Every delay between arrival and delivery puts customer experience at risk. This session examines how delivery management tools provide structure and accountability throughout the entire vehicle journey. Find out how customizable checklists keep deliveries on track, how vehicle arrival and make-ready workflows speed up lot readiness, and how Wishlist functionality ensures customer demand is captured even when inventory isn’t immediately available.

Arrival to Delivery: Controlling the Customer Journey

  • Fully optimized arrival-to-delivery workflows in v10 APEX

  • Reconditioning coordination with Fixed Ops

  • Faster lot readiness with improved structure

Presenter(s)

Smarter Maintenance Selling with APS Integration

See how APS helps dealerships modernize maintenance menu quoting with smarter timing, pricing, and service recommendations. Designed for both v10 and v10 APEX, this session explores how new OEM coverage and enhanced menu logic help teams sell maintenance more consistently and confidently.

Every Service Counts: Driving Growth with APS

  • Fully optimized arrival-to-delivery workflows in v10 APEX

  • Reconditioning coordination with Fixed Ops

  • Faster lot readiness with improved structure

Presenter(s)

Speed to Lead: Turning Opportunities into Deals Faster

Opportunities don’t wait—and neither should your team. This session focuses on improving lead capture, assignment, and response time within your DMS. Enhanced visibility ensures no opportunity is missed, automated assignment rules get leads to the right salesperson instantly, and quick quote tools help teams engage customers before interest fades. The goal: faster responses, stronger customer relationships, and more closed deals.

Speed to Lead: Turning Opportunities into Deals Faster

  • Improve lead capture, assignment, and response speed

  • Faster customer engagement with automated workflows

  • Smarter quoting tools to close deals sooner

Presenter(s)

Clean Data, Better Decisions: The Power of v10 APEX

Speed up and don’t let bad data slow your team down. This session explores tools to eliminate duplicates, clean up records, and maintain a single source of truth. Improve system performance, strengthen reporting accuracy, and enable better customer insights across departments. Clean data isn’t just maintenance—it’s a competitive advantage.

Clean Data, Better Decisions: The Power of v10 APEX

  • Data maintenance & integrity

  • NEW data cleanup tools in v10 APEX

  • Improved accuracy and system performance

Presenter(s)

Utilize Data for Action: Parts Performance Analytics

Turn your numbers into clear direction. This session highlights how Parts reporting tools provide a clear, real-time view of sales performance. Discover how to spot issues early, understand what’s driving results, and separate pending from completed sales. With better insight, reporting becomes a proactive tool—not a time-consuming task.

Turn Data Into Direction: Parts Performance Analytics

  • Turn Parts data into clear insights in v10 and v10 APEX

  • NEW real-time visibility into trends and performance

  • Separate pending vs completed for cleaner reporting

Presenter(s)

Inventory Without the Stress: Mastering Physical Counts

Take the guesswork out of inventory preparation. This session shows Parts teams how to stay organized year-round and approach physical inventory with confidence. Learn how to use the right tools and reporting to ensure accurate counts, clean data, and fewer surprises. With better preparation comes smoother audits, less disruption, and inventory you can trust when it matters most.

Inventory Without the Stress: Mastering Physical Counts

  • Tools help make physical inventory easier and more accurate

  • Stay organized year-round in v10 and v10 APEX

  • Reduce surprises during physical counts

Presenter(s)

Time Tracked: Efficient Employee Scheduling & Payroll Accuracy

Capture information consistently and move information digitally. This session introduces a smarter way to manage employee time with integrated scheduling and time clock tools. Gain visibility into schedules, approvals, and time off—all in one place—while ensuring payroll accuracy. Learn how to reduce errors, improve consistency, and uncover a powerful feature many dealerships aren’t fully leveraging.

Time Tracked: Efficient Employee Scheduling & Payroll Accuracy

  • Monitoring and adjusting employee schedules

  • NEW in v10 APEX: improved time tracking

  • Reduce payroll errors and admin work

Presenter(s)

Cash is King: Smarter Cash Control & Reconciliation

Every dollar matters. This session focuses on optimizing how money flows through your dealership—from intake to reconciliation. Explore best practices for cash control, bank rec, and integrated payment tools that improve accuracy and reduce errors. Learn how to strengthen controls, streamline processes, and ensure your system reflects exactly what hits the bank.

Cash is King: Smarter Cash Control & Reconciliation

  • Preventative controls & best practices

  • Payment processing and online payment settings

  • Security enhancements to protect your business

Presenter(s)

From Order to Arrival: Take Control of Your Supply Chain

Turn complexity into control with clear tracking. This session explores how to manage parts orders with clarity from submission to fulfillment. Track orders in real time, maintain accurate data, and stay ahead of backorders. With better visibility and control, teams can reduce frustration, improve communication, and keep customers informed every step of the way.

From Order to Arrival: Take Control of Your Supply Chain

  • Clearer order-to-delivery tracking

  • Better visibility across v10 and v10 APEX

  • Reduce delays and backorders

Presenter(s)

Built-In Accuracy: Parts & Accounting Aligned

Boost your confidence in data management. This session shows how integrating Parts and Accounting processes helps catch discrepancies before they hit the books. Learn how to track transactions more effectively, improve visibility, and simplify reconciliation. With the right structure in place, teams can reduce risk, save time, and keep financial data accurate from the start.

Built-In Accuracy: Parts & Accounting Aligned

  • Integration tools to catch discrepancies early

  • Better transaction visibility

  • Stronger cross-department alignment

Presenter(s)

Managing your parts deliveries, whether you are a single-point store or a dealer group, comes with similar challenges - customer updates, communication with drivers, and more. Come get a peek behind the development curtain to see the latest construction and give your input on how your store manages this process today.

Sneak Peek: Parts Delivery Management

  • Sneak Peek

  • Managing your parts delivery process

  • Customer input driven

Presenter(s)

Turn Insight into Action: v10 APEX Workspace Analytics

Make data-driven decisions with confidence. This session highlights how v10 APEX Workspace transforms accounting data into actionable insights. Learn how to monitor performance, uncover opportunities, and identify discrepancies quickly using financial and analytical views. Equip your leadership team with the tools to make faster, smarter decisions that drive results.

Turn Insight into Action: v10 APEX Workspace Analytics

  • NEW analytics tools in v10 and v10 APEX for clearer insights

  • Track performance and spot opportunities faster

  • Use KPI and financial views to guide decisions

Presenter(s)

Trade-In Confidence: Build on Live Market Data

Accurate trade values start with accurate market insight. This session showcases how the Trade Appraisal Tool uses live dealership inventory data to support faster, smarter trade decisions. Learn how to identify comparable vehicles in the local market, review active listings, and generate suggested values backed by real-time data. The result: more consistent appraisals, competitive offers, and greater confidence at one of the most important moments in the sales process.

Trade-In Confidence: Build on Live Market Data

  • Better appraisal insights in v10 APEX

  • Compare local market vehicles faster

  • Access tools directly in v10 APEX for quicker decisions

Presenter(s)

The Fully Digital Deal: Anywhere, Anytime Selling

Modern customers expect flexibility. This session shows how v10 APEX supports a fully digital deal experience, from presentation to signature. Learn how deals can be shared, reviewed, and signed electronically from any location, eliminating physical document handoffs and keeping momentum alive. Discover how integrated digital tools create a seamless, professional experience that meets today’s customer expectations.

The Fully Digital Deal: Anywhere, Anytime Selling

  • Remote Vehicle Sale best practices

  • Digital deals across v10 and v10 APEX

  • NEW tools for faster remote selling

Presenter(s)

Maximize Every Deal: Professional Menu Presentations

Get more products sold with flexible and adjustable product selling right within the DMS. This session demonstrates how Menu Packages streamline business office presentations directly within your DMS. Discover how pre-built packages help improve consistency, how integrated workflows reduce errors, and how standardized presentations build trust and increase upsell success. Everything stays inside the DMS—faster, cleaner, and more profitable.

Maximize Every Deal: Professional Menu Presentations

  • Structured Menu Package presentations in the DMS

  • Improve clarity and consistency across Sales conversations

  • Sell more with less friction

Presenter(s)

Easy to Book, Easy to Manage: A Better Scheduling Model.

Make appointments a breeze for your customer. This session shows how Service teams can take control of shop capacity and prevent overbooking. Find out how to reduce inbound calls with online scheduling while giving customers a faster, more convenient way to book. The result: better time management, fewer errors, and more time focused on the work that matters.

Easy to Book, Easy to Manage: A Better Scheduling Model.

  • NEW in v10 APEX: smarter scheduling and capacity control

  • Enhanced online booking across v10 and v10 APEX

  • Reduce overbooking and improve flow

Presenter(s)

Stay Ahead of the Numbers: Service Sales & Forecasting

Numbers only matter if you can act on them in time. This session gives you a clear, real-time view of where your Service department stands—and where it’s headed. Find out how to monitor performance, identify trends early, and understand whether you’re on track to hit your goals. With better visibility, you can act sooner, adjust faster, and keep your team moving in the right direction.

Stay Ahead of the Numbers: Service Sales & Forecasting

  • Real-time Sales performance visibility

  • Spot trends earlier in v10 and v10 APEX

  • Improve forecasting and planning

Presenter(s)

Monitor Your Investment: Inventory & Floorplan Visibility

Protect your vehicle inventory investment and capture the information that matters. This session shows how to take control of floorplans, contracts in transit, and lot validation with real-time visibility. Discover how to track funding, manage payables, and simplify audits without manual effort. With cross-departmental insights and expert guidance, you’ll strengthen oversight and safeguard dealership cash flow.

Monitor Your Investment: Inventory & Floorplan Visibility

  • Vehicle inventory management & auditing

  • Cross-department communication

  • Stronger oversight across v10 and v10 APEX

Presenter(s)

Supercharged Vehicle Merchandising With Dealer Image Pro

Discover how dealerships can streamline vehicle merchandising with a fully integrated photo, video, 360° imaging, and window sticker solution. Our new v10 APEX integrations, available across both v10 and v10 APEX workflows, help teams move inventory to market faster while keeping everything consistent and in-house.

Supercharged Vehicle Merchandising With Dealer Image Pro

  • Faster time-to-market with streamlined merchandising workflows in v10 & v10 APEX

  • NEW integration support for consistent imaging across channels and devices

  • Bring vehicle merchandising fully in-house for greater control and efficiency

Presenter(s)

Transform Data into Revenue: Unlocking AWR Performance

Add Work Requests are a major revenue driver—when maximized. This session shows how to move beyond guesswork and understand exactly how AWRs are being handled across your team. Learn how to spot gaps in acceptance and follow-through, and where opportunities are being lost. With the right insights, you can take targeted action to improve performance and grow service revenue.

Transform Data into Revenue: Unlocking AWR Performance

  • See AWR activity and impact to spot missed opportunities

  • Coaching and monitoring internal process

  • Get clear visibility into acceptance, completion, and gaps

Presenter(s)

See the Process: Driving Accountability with Media Analytics

If your process isn’t measurable, it isn’t manageable. This session introduces Media Analytics, a new way to track how digital processes are being followed in Service. Gain clear visibility into attachment activity across service orders and understand where processes are working—or breaking down. With better insight comes stronger accountability, better coaching, and more consistent execution across the team.

See the Process: Driving Accountability with Media Analytics

  • NEW visibility into media usage in v10 APEX

  • Digital attachment tracking

  • Identify gaps in execution to improve consistency and accountability

Presenter(s)

Smarter Authorizations: Operational Oversight & Process Tracking

Create accountability and delegate with confidence. This session showcases how new authorization tools provide full visibility into overrides and approvals. Track requests in real time, identify trends, and ensure accountability across teams. Learn how to balance strong preventative controls with the agility needed to support real-world customer scenarios.

Smarter Authorizations: Operational Oversight & Process Tracking

  • Credit Authorization Management

  • Internal notifications

  • NEW real-time approval tracking and insights

Presenter(s)

Maximize Upselling Opportunities: Strategies for Scaling Sales

Opportunities are everywhere—identify them quickly and increase your profit. This session introduces a centralized view of upsell performance across your Service department. Track conversions, identify missed opportunities, and measure results by role, all in real time. With better visibility, teams can act earlier, coach more effectively, and turn everyday interactions into measurable revenue growth.

Maximize Upselling Opportunities: Strategies for Scaling Sales

  • Better visibility into upsell opportunities

  • Track performance across v10 and v10 APEX

  • Improve coaching and results through better insight

Presenter(s)

Help Customers Decide Faster: The Power of Deal Scenarios

Customers don’t want complexity—they want clarity. This session shows how deal scenarios simplify vehicle and payment comparisons in real time. Learn how to build multiple options side by side, adjust offers instantly based on customer feedback, and present information in a way that removes friction from decision-making. The result is a smoother conversation and faster path to “yes.”

Help Customers Decide Faster: The Power of Deal Scenarios

  • Create choice with multiple scenarios in one deal

  • Automatic program updates

  • Help customers reach “yes” faster

Presenter(s)

Faster Deals, Easier Collaboration: Smarter Forms & Documents

Accelerate momentum and get more deals processed. This session shows how improved access to forms and streamlined document organization removes bottlenecks from the deal process. Discover how role-based barriers are reduced, how forms become easier to find and use, and how better structure leads to improved collaboration. The result: smoother workflows, quicker deal cycles, and a better customer experience from start to finish.

Faster Deals, Easier Collaboration: Smarter Forms & Documents

  • Earlier access to dealership forms

  • Better organization across v10 and v10 APEX

  • Reduce delays in deal completion

Presenter(s)

Turn Fixed Ops into a Growth Engine: CRM That Works

Every missed touchpoint is a missed opportunity. This session shows how Fixed Ops teams can use CRM tools to drive repeat business, automate follow-ups, and stay connected with customers. Discover how to launch targeted campaigns, automate task creation, and improve communication across teams. Done right, CRM becomes more than a tool—it becomes a consistent driver of revenue and customer loyalty.

Turn Fixed Ops into a Growth Engine: CRM That Works

  • NEW in v10 APEX: stronger CRM for repeat business

  • Automate follow-ups across v10 and v10 APEX

  • Turn interactions into revenue opportunities

Presenter(s)

Improved Payments & Text2Pay Security with Elavon

Explore how Text2Pay and integrated payment tools in v10 APEX and v10 simplify transactions across Service, Sales, Parts, and Accounting. With new 3D secure authentication enhancements, dealerships can offer faster, safer, and more seamless payment experiences for customers.

Secure Payments & Text2Pay Security with Elavon

  • Get paid faster with streamlined Text2Pay workflows

  • NEW 3D secure authentication for enhanced payment protection

  • Simplify payments across Service, Sales, Parts, and Accounting

Presenter(s)

We’re just getting started - see it all live at Conference.*
*Please note that topics are subject to change as v10 evolves.

Dealer Conference Sessions

The Conference Sessions will include software content developed and released in the 12 months prior to Dealer Conference as well as a look into the projects we are working on now, for release in late 2025 or 2026.  Because of this, topics and session descriptions will be updated here regularly as we evolve v10. 

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The foundation of accounting remains the same, but efficiency-driven improvements are shaping the future of the department. In this year’s accounting breakout sessions, discover how small but mighty developments in v10 can help your team thrive.  

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Parts is about more than just ordering, receiving, and shipping – it’s about optimizing fixed ops processes to meet your dealership’s parts needs. Learn how to leverage various software features to maximize output while retaining inventory accuracy. 

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Sharpen your v10 tools to keep your sales professionals focused on what matters most – selling cars. By delivering a seamless experience for every customer, you’ll maintain a smooth sales cycle from one purchase to the next. Our sales breakout sessions will equip you with the best strategies to keep your dealership top of mind.  

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Develop process-focused strategies to drive revenue and provide a consistent customer experience. Led by presenters with over 30 years of dealership service experience, these breakout sessions will highlight industry best practices and showcase how service managers are handling market challenges with v10.  

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