Benchmark Risk Strategy and Floorplan Oversight

The Auto Dealer Floorplan Finance Roundtable is designed for commercial credit and wholesale lending executives responsible for dealer financing oversight. It provides a peer-driven environment to share risk strategies, discuss regulatory implications, and improve operational controls related to dealer credit and portfolio performance.

As floorplan financing grows more complex—with evolving audit practices, rising interest rates, and liquidity pressures on dealers—executives need reliable peer comparisons to guide their decisions. This roundtable enables participants to stay informed on emerging credit and compliance issues, review how other institutions manage floorplan exposure, and refine audit protocols through real-world examples.

Membership includes: Executive Meetings focused on risk practices, audit efficiency, and regulatory challenges; Unlimited Custom Surveys that capture fast-turn peer responses on topics like syndicates, dealership financial trajectories, and liquidity verification; and access to an Annual Benchmark launching in 2026, featuring proprietary metrics on capital loan thresholds, advance rates, LTV policy by property type, and more.

Benchmarking will be delivered via Auriemma’s VIZOR platform, enabling members to identify under‑ or over‑performance across key dealer risk variables. Members receive anonymized peer data to support smarter line management, audit timing, and portfolio health decisions.

Who Should Join?

Senior leaders overseeing dealer commercial lending, including Heads of Commercial Credit, Dealer Services, Wholesale Lending, and Underwriting Strategy.

Why It Matters:

Dealer performance and financing risk are under tighter scrutiny than ever. The Dealer Floorplan Finance Roundtable equips you with peer-validated insights to modernize your audit approach, tighten risk controls, and confidently manage credit exposure across your dealer portfolio.

Hot Topics:

• Economic Environment: Recent trends, such as portfolio profitability and cash flow, dealer performance by geography, impact of tax rebates on EV sales, and more
• Floorplan Audits: Best practices, including frequency and portfolio prioritization, risk rating scorecards, and tools to amplify or replace physical audits
• Credit Line Management: Dealer credit lines, roll rates and overline thresholds
• Regulatory Compliance: Ensuring SOX compliance and addressing other regulatory issues