LAS VEGAS – Organizers of Agent Summit 2026 announced that Gerry Gould – founder of Gerry Gould & Assoc. – will present ‘Managing a Deal from Submission to Funding’ at the event, taking place April 13–15 at The Cosmopolitan Las Vegas.

This session is designed to equip general agents with immediately actionable strategies that can help their dealers enhance the efficiency of financial services managers. By focusing on proven approaches, participants will gain practical insights into processes that drive workflow improvements and operational success.

• Prioritize Documentation – Dealers must place a strong emphasis on thorough and organized documentation. Proper documentation not only facilitates faster transaction processing but also helps prevent errors and ensures compliance. By making documentation a top priority, financial services managers can maintain accuracy and streamline their workflow.

• Communicating Effectively with Lenders – Clear and consistent communication with lenders is essential for smooth deal execution. Financial services managers should establish robust channels for information exchange and proactively address lender requirements. Effective communication minimizes delays and misunderstandings, contributing to a more efficient workflow.

• Anticipate Common Deal Challenges – Proactively identifying and addressing common challenges before they arise is crucial. Dealers and their financial services managers should develop the ability to anticipate potential obstacles related to deals, enabling them to implement solutions in advance. This forward-thinking approach reduces bottlenecks and enhances overall productivity.

By incorporating these practical tips—prioritizing documentation, communicating clearly with lenders, and anticipating deal issues—general agents can help their dealers significantly improve the workflow of financial services managers. Implementing these strategies is essential for operational success and sustained growth.

Gerry Gould brings more than thirty years of experience in automotive sales and management to the industry. His career began as a sales consultant at Fitzgerald Hicks Dodge, where his father served as general manager. This family connection led to the founding of Gould Auto Sales. Following the sale of Gould Auto Sales, Gerry joined Ira Oldsmobile-Toyota, as a sales consultant, and quickly advances through nearly all front-end management roles within the organization. In 1996, Gerry joined David Lewis & Associates, where he focused on training others by sharing his knowledge and experience. After a successful period with the company, in 2002 he accepted the role of Florida's Regional F&I Director at AutoNation. He held this position until 2009, when he became the Director of Training for United Development Systems, a prominent general agency specializing in F&I performance and professional development. In 2017, Gerry founded Gerry Gould & Associates, a platform dedicated to training and coaching in automotive front-end sales, sales management, and financial services management. By 2020, he partnered with Product Prep, an online training resource designed for all auto dealership departments. 

“I'm looking forward to presenting ‘Managing a Deal from Submission to Funding’ at this year’s Agent Summit,” said Gould. “During this session, I'll offer general agents’ practical advice on supporting dealers to improve their financial services managers' efficiency. By highlighting proven workflow and operational strategies, attendees will gain simple and actionable steps they can immediately apply to enhance business performance.”

For more event information including the agenda, speakers, exhibit hall hours and more, visit the event’s website.

For agents interested in attending AE eXchange immediately preceding Agent Summit, we encourage you to apply here.

To submit a nomination for the 2026 F&I Hall of Fame, click here. Submissions will not be accepted after 5PM PT on Tuesday, March 3.

For sponsorship opportunities contact David Gesualdo via email.