Providers and Administrators in blue logo
MenuMENU
SearchSEARCH

Get the Inside Edge on F&I Product Review and Approval at PALS

Stephen McDaniel will brief attendees on remaining compliant throughout the review and approval of F&I products.

October 11, 2019
Get the Inside Edge on F&I Product Review and Approval at PALS

Stephen McDaniel will brief attendees on remaining compliant throughout the review and approval of F&I products.

Photo courtesy of Stephen McDaniel

2 min to read


NEW ORLEANS ­— Organizers of the 2019 P&A Leadership Summit announced that F&I Sentinel PLLC’s Stephen K. McDaniel will join PALS for the first time. He intends to share with attendees his experiences with assisting finance companies with the development and implementation of processes to review F&I products to ensure compliance with state and federal law.

This year’s event will be held Nov. 4–6 at the New Orleans Marriott. McDaniel’s session will begin at 10:55 a.m. on Wednesday, Nov. 6.

Ad Loading...

“Since the creation of the CFPB, we have seen a significant increase with respect to the scrutiny placed on the financing of F&I products,” said McDaniel. “To address that scrutiny, auto finance companies are implementing review processes for F&I products prior to agreeing to finance them. We have worked with some of the largest auto finance companies in the country to implement a web-based solution to address this risk.” 

“I look forward to speaking with the group to help educate attendees on this process, why it exists, and best practices to ensure a smooth review and speedy approval when submitting an F&I product for approval for financing."

McDaniel said regulatory scrutiny of auto finance companies and their financing of F&I products is at an all-time high since the enactment of federal Dodd-Frank Act. More finance companies now review F&I products prior to agreeing to finance them. McDaniel promised to tell attendees what they need to know about the review process and what the future likely holds for the financing of these products.

“I look forward to speaking with the group to help educate attendees on this process, why it exists, and best practices to ensure a smooth review and speedy approval when submitting an F&I product for approval for financing,” he added.

Read: Get the Inside Scoop on Digital Retailing at PALS

Ad Loading...

More details about PALS 2019, including registration and the agenda, are available at the events website. To discuss sponsorship or exhibition opportunities, contact David Gesualdo via email or at 727-947-4027. The event’s discounted room rate of $209/night is available until Nov. 18 and organizers are encouraging to attendees to secure their place today.

CLICK HERE TO REGISTER NOW! 

CLICK HERE TO RESERVE YOUR ROOM!

More Summit Updates

Startup Symposium logo
Summit UpdatesApril 3, 2026

Automotive Ventures Adds Startup Symposium to Agent Summit Agenda

Agent Summit and Automotive Ventures have partnered to present the inaugural Startup Symposium, a new event for agents leading the charge toward F&I innovation.

Read More →
Allstate's Peter Chafetz
Summit Updatesby Agent SummitMarch 26, 2026

The Neuro-AI Edge: Break Through Dealer Resistance with Precision at Agent Summit

In this Agent Summit session, Allstate's Peter Chafetz reveals how to leverage AI tools to generate high-value, dealer-specific content in minutes, not hours.

Read More →
StoneEagle CEO Cindy Allen
Summit Updatesby Agent SummitMarch 26, 2026

The Complete Picture: How F&I Is Shaping Dealership Profitability in 2026

In this Agent Summit session, StoneEagle CEO Cindy Allen unveils insights from The Complete Picture, one of the industry’s most comprehensive analyses of F&I performance.

Read More →
Ad Loading...
The Cosmopolitan Las Vegas
Summit Updatesby Agent SummitMarch 20, 2026

Register for Agent Summit Today – Early-Bird Registration and Hotel Room Block End Tonight

The Agent Summit discounted Early-Bird rate and hotel room block will both close tonight, March 20.

Read More →
REGISTER TODAY FOR AGENT SUMMIT
Summit Updatesby Agent SummitMarch 16, 2026

Agent Summit Extends Early Bird Pricing; Room Block Nears Capacity

The event's discounted Early Bird rate has been extended until March 20 to allow attendees additional time to secure their place.

Read More →
Summit Updatesby StaffMarch 5, 2026

How to Pick the Right Dealer Participation Structure

Presented by GPW & Associate's Brandon Wesley and Jeremy Elsberry, this session will dive into key differences between participation models and explore critical factors for consideration in choosing the best fit for your client.

Read More →
Ad Loading...
Summit Updatesby StaffMarch 4, 2026

Build an Extraordinary F&I Agency at Agent Summit

This presentation reframes what it means to build an F&I agency, showing why enduring agencies are in the HOW business, not the product business.

Read More →
Summit Updatesby StaffMarch 2, 2026

Enhance Your Dealer's F&I Workflow at Agent Summit

This session is designed to equip general agents with actionable strategies that can help their dealers enhance the efficiency of financial services managers.

Read More →
Summit Updatesby StaffFebruary 23, 2026

Look Ahead to the Future of F&I at Agent Summit

Joel Kansanback – CEO of Strategic Dealer Advisory – will take to the stage at the 2026 event.

Read More →
Ad Loading...
Summit Updatesby StaffFebruary 20, 2026

Learn to Manage the Mayhem at Agent Summit

Rob Mancuso – president of Mancuso Automotive – will present a Keynote at the 2026 event.

Read More →