Schedule of Events
Sunday, October 27
|10:00 am -
|Jim McGrane Charity Bike Ride and Monument Tour
(pre-registration required, limited to 60 attendees)
|10:00 am -
|10:15 am -
|Odyssey Brunch Cruise and Tour with Docent
(pre-registration required, limited to 150 attendees)
|2:00 pm -
|Community Service Project
Community Lodgings (on property)(pre-registration required, limited to 60 attendees)
|2:00 pm -
|Exhibitor Set Up|
|4:30 pm -
|New Members & Leadership Reception|
|5:00 pm -
|Women's Council Reception|
|6:00 pm -
Monday, October 28
Evening Free for Private Entertaining and Company-Sponsored Receptions
Tuesday, October 29
|7:00 am -
|7:00 am -
|Coffee Break in exhibit area
|11:00 am -
Vendor partnerships have existed for decades and continue to be a staple in the equipment leasing and financing industry. Manufacturers and resellers who rely on these programs understand that when vendor partnerships work well, they provide high value. However, during periods of rapid transformation, as we are seeing today, the success of these programs can be threatened and get out of sync. To mitigate the risk of having unanticipated events impact the alignment of these partnerships, itâ€™s becoming increasingly imperative for vendors to stay on top of changes. This session would be an opportunity for hear from panelists representing OEM requirements as well as funders and providers of niche services. They will focus on the diligence required to make these programs work effectively to enable current and future flexibility.
A panel of mentors and mentees discuss the value of mentorships and sponsorships, programs they've implemented, and other ways they engage emerging talent within their companies. They will speak frankly about the challenges they've faced and opportunities available, and there will be an opportunity for the audience to ask questions of the leaders and the emerging talent employees they've mentored.
We are currently in one of the longest economic growth periods in recent history. While current economic conditions are expected to continue in the near term, organizations need to prepare now for the inevitable shift in the economic cycle. This session is designed to provide attendees with insight and actionable steps they can take now to assess risk, enhance current process, controls, and address governance oversight. In addition, provide considerations to enable financial flexibility and stability by incorporating alternative funding solutions to address the financing needs of your organization and enhance the financing solutions you offer to your customers. In doing so, industry participants also need to consider the potential implications of one of the largest changes in the financing sector, set to take effect in 2021-Libor Reform. Broadly across the financial markets, there are approximately $200 Trillion USD in Libor Linked contracts outstanding today. Understanding how this may impact your funding sources, the financing contracts you have with your customers, and potential impact to the funding needs of your customers, cannot be overlooked.
For many organizations, it is time to build a foundation for the future and thereby, eliminate one of the biggest drags on time to market. Business modernization is an agenda item for CIOs and their enterprise architects. How do you tie modernization to the business agenda, prove the business value of making the investment and determine the right time to start inserting innovation projects?
The ELFA Operations and Technology Excellence Award received a record number of submissions this year and as such the award and this session will highlight 2 categories of winner â€“ project excellence, geared toward large modernization projects as well as innovation, highlighting forward thinking implemented to transform the client experience.
|11:00 am -
A Rare Glimpse - Private U.S. Capitol Tour and Luncheon
|New! Community Luncheon for all Attendees
|Coffee break in exhibit area|
Much has been made in recent years about the ever-increasing regulatory scrutiny of the equipment financing and leasing industry. Federal legislation such Dodd-Frank, which notably amends the Equal Credit Opportunity Act to require financial institutions to gather information about applicants for commercial loans, is among the more recent examples of regulatory scope creep shifting consumer-focused protections into the commercial sector. Not to be overlooked, state legislatures have been particularly active in passing laws and regulations mandating consumer-style disclosures, enhanced privacy and data security protocols, and strict adherence to licensing and usury laws.
This panel will touch upon several current regulatory risks affecting equipment financers and lessors, including:
Technology has become an increasingly essential facet of our business. Firms recognize the importance of data throughout the entire lifecycle. Informed decisions during sourcing, origination, and credit need to be supported with data. In this panel session, we’ve assembled a group of business leaders and technology partners to discuss foundational concepts to develop a practical framework that you can bring back to your company to make a positive impact.
Internal department silos are being knocked down and replaced with a cohesive and customer-centric approach to winning new business and improving the customer experience with a consistent brand. Therefore, all departments must adopt a singular focus to shape that experience in a positive and rewarding way. Innovators are taking inspiration from B2C models like Amazon’s – as today’s B2B customer journey mimics that of a consumer. Every employee is a brand and social media ambassador.
Sustainability is an important topic across industries. The equipment finance market is well positioned to be a vital component of enabling sustainable industry business models. The purpose of this panel discussion will be to explore the challenges and opportunities in creating financing solutions that enable sustainable business models. We will explore specific models of sustainable finance specifically in the energy and technology space including what elements make them sustainable and where they intersect with managed services. Key enabling capital markets structures to enable sustainable models will be discussed.
|Closing Reception & Dinner at the Smithsonian American History Museum|