ELFA 60th Annual Convention
ELFA 60th Annual Convention

Schedule of Events

Sunday, October 24

7:00 am Breakfast for Golfers
8:00 am Golf Tournament (Shotgun Start)
(JW Marriott Hill Country AT&T Canyons Course)
8:00 am -
1:00 pm
Jim McGrane Charity Bike Ride
(pre-registration required; additional fee for bike and other equipment)
10:00 am -
8:00 pm
Convention Registration
(Attendees & Exhibitors)
1:00 pm -
2:00 pm
Luncheon for Golf Players
2:00 pm -
5:00 pm
Exhibitor Set Up
2:30 pm -
4:00 pm
Community Service Project - Build-a-Wheelchair®
(on property; pre-registration required)
4:30 pm -
5:30 pm
New Members and leadership Reception
5:00 pm -
6:00 pm
Women's Council Reception
6:00 pm -
8:30 pm
Welcoming Reception
Exhibits Open


Monday, October 25

7:00 am -
4:30 pm
Convention Registration
7:00 am -
8:15 am
Group Breakfast
7:00 am -
5:00 pm
Exhibits Open
8:30 -
10:00 am
General Session

Chair’s Address and Keynote Address

Speakers:

Kris Snow KRIS SNOW
Chair, ELFA
President, Cisco Systems Capital Corporation

Dede Halfhill DEDE HALFHILL
Renowned Leadership Expert and Colonel, USAF (Ret.)

10:00 -
Noon
Refreshment Break in Exhibit Area
10:30 -
12:00 pm
Issue Breakout Sessions

Customers' expectations are changing, and the equipment finance organizations that address these changing customer requirements will lead this industry moving forward. Servitization is in your future: the question is, what do you need to know today to determine your best path forward?

Listen as equipment finance experts share as-a-service insights, including:

  1. Market trends and why thinking about servitization now is a strategic decision
  2. The 4 models of servitization to choose from
  3. Points to ponder before selecting your model and our recommended approach once you choose

Participants will explore how to choose a model to meet expectations and make money while learning key questions to ask themselves before embarking on their service model transformation.

Speakers Coming Soon!

Supported by: Equipment Leasing & Finance Foundation

A deep dive into capital markets and the syndication market. This presentation will breakdown the current industry landscape and discuss deal trends, new technologies, and the future of the industry.

Speakers Coming Soon!

Supported by: ELFA Women's Council

In today’s uncertain world, leaders face many challenges. Creating and maintaining a culture of high engagement and high performance has never been more important, and frankly, more difficult. In this engaging, high energy, interactive session sponsored by the ELFA Women’s Council, workplace expert and best-selling author Mary Abbajay will explore key skills, strategies and tools that leaders at all levels can utilize immediately to create the conditions for superior performance. Rooted in research and neuropsychology, this session will unveil a new playbook for how leaders think about, approach and execute leadership activities. All Convention attendees are invited to participate.

Speakers Coming Soon!

What is possible with AI, and what are the practical steps to begin in your company? This session is a facilitated exploration of the ins and outs of artificial intelligence applications in equipment finance. There is a lot of buzz about the possibilities for leveraging artificial intelligence in the equipment finance lifecycle. Still, we are left with so many practical questions:

  1. What are equipment finance companies doing and what tools are they using?
  2. What can we gain, and more importantly, what are the "gotchas" to avoid?
  3. How should you think about this and where do you begin?

By the end of this session, you will:

  1. Hear what is on the minds of industry peers when it comes to implementing AI capabilities in equipment finance.
  2. Identify not only what is possible for AI leasing use cases but find out what peers are using to enhance both internal productivity and customer experience.
  3. Recognize the benefits and pitfalls of intelligent automation and learn practical approaches to successfully implement game changing automation in your company.

Speakers Coming Soon!

11:00 am -
3:00 pm
Spouse/Companion Event

Texas Outfitters at the JW Marriott

(pre-registration required)
12:15 -
2:00 pm
Equipment Leasing & Finance Foundation Luncheon

Equipment Leasing and Finance Foundation
Speaker:

Robert Wescott, Ph.D. ROBERT WESCOTT, Ph.D.
President, Keybridge Research LLC

2:00 -
4:00 pm
Refreshment Break in Exhibit Area
2:30 -
4:00 pm
Issue Breakout Sessions

Supported by: ELFA Equality Committee

This engaging session will feature industry leaders and experts who will discuss their corporate diversity and inclusion strategies, provide insight into market trends and the increasing demand for data transparency, analyze how furthering diversity and inclusion efforts is a driving force for corporate profitability, examine the legal implications that may result from a lack of commitment to diversity, and highlight best practices to further an organization’s diversity and inclusion efforts. The session will also overview the work of ELFA Equality.

Speakers Coming Soon!

What’s coming up now that we’ll still be talking about in 15 years? Mandatory contract disclosures; UCC rules, regs, and blockchain; mandatory lessee data collection; new BK rules and issues; and, of course, financing for the cannabis industry.

Speakers Coming Soon!

The transportation industry is paying closer attention to their truck’s Life Cycles to understand where they can save money by optimizing replacement cycles and remarketing strategies. Rather than extending the truck’s use for several years, companies are leveraging fleet studies that scrutinize performance data and economic factors to determine an optimum procurement and disposal strategy. A fleet study is conducted by extracting the fuel and mileage data directly from the tractor’s OBC or ELD and includes depreciation and finance, maintenance and repair (M&R), and used truck values in addition to other metrics.

Through a comprehensive fleet analysis, organizations can discover key performance indicators and identify an optimum fleet life cycle and utilization, operational cost savings strategy, and procurement and disposal strategy based on their Total Cost of Ownership. Additionally, insight into the recent past, current, and future trends, from organizations that generate sale values used to evaluate the overall market for transportation equipment will provide creative strategies to maximize remarketing values and assess risk to complete the asset management strategy. This data and analysis allow fleets to make profit-saving decisions and will be helpful to anyone who manages transportation assets.

Speakers Coming Soon!

The word "digital" used to be about technology. Today "digital" is a way of being for a business. Business Leaders must start thinking and operating like a digital company to remain relevant. Learn how to make the shift to being a digital products company from the industry's forward leaning technology providers.

Panelists will explore questions and topics that all Equipment Finance companies should be asking as they think about how to continuously deliver digital experiences to their customers and employees. Learn how to pivot from an ‘occasional IT project approach’ to operate as a constantly innovating company that continuously evolves digital-first experiences by harnessing ideas from employees and customers. Understand the strategic mindset shift, leadership skills and organizational competencies that every Equipment Finance company must implement to compete in an increasingly digital world.

Speakers Coming Soon!

4:30 -
5:30 pm
Equality Committee and Emerging Talent Advisory Council Reception—All Welcome
5:30 pm Individual Company-Sponsored Receptions and Events


Tuesday, October 26

7:00 -
8:15 am
Group Breakfast
7:00 am -
3:00 pm
Convention Registration
7:00 am -
3:00 pm
Exhibits Open
8:30 -
10:30 am
General Session

President’s Report and Keynote Addresses

Speakers:

Ralph Petta RALPH PETTA
President and CEO, ELFA

Dex Hunter-Torricke DEX HUNTER-TORRICKE
Former Head of Communications at SpaceX, Executive Communications Manager at Facebook, and Executive at Google

10:30 -
Noon
Refreshment Break in exhibit area
11:00 am -
12:30 pm
Issue Breakout Sessions

Session description and speakers coming soon.

An independent 2018 survey indicated that less 10% of equipment sellers were proactively promoting financing options at the beginning of the customer journey, and a significant percentage stated they never mentioned financing unless the customer initiated the conversation. Among the main reasons sellers gave for their unwillingness to promote financing proactively was a cumbersome and long manual process that often resulted in lost opportunities. That’s a major market gap - and a major market opportunity.

While the challenge of leveraging technology innovation to improve financing workflows and reverse negative perceptions is not a new one, it has been difficult to execute profitably while remaining focused on full scale growth.

In this session, 4 companies with solutions that span the deal lifecycle will detail how they provided a vastly transformed client experience, recognized tangible ROI and widened their opportunity for sustainable growth. Participants will leave with a better understanding of these transformative solutions as well as the needed guidance to execute change within their own organizations.

Speakers Coming Soon!

Supported by: ELFA Emerging Talent Advisory Committee

Equipment finance companies face immense competition from both FinTechs and Big Tech companies like Google, Walmart, Apple and Amazon. These companies are rapidly progressing in building financial products and services that are easy-to-use, intuitive, fast and smart. At the rate that the business and technological landscape is changing, lessors that do not foster a culture of innovation, encourage their employees to think outside the box, and take calculated risks will be left behind. What more can equipment finance companies do to remain competitive and achieve continued success?

In this session, we will focus on two topics:

  • Intrapreneurship – a corporate management practice that encourages employees to act like entrepreneurs within a company or organization. Employees are given the autonomy to work on special projects and explore policies, technologies or applications that will improve their company’s performance.
  • Additionally, we will look at how the 88 million millennials in the United States will create new requirements as the largest vertical market in the equipment finance industry – ever.

In this session, we will discuss how intrapreneurship can help you address these new requirements from the next generation of customers. We will discuss what it takes to become a successful intrapreneur and how leaders can build a culture of intrapreneurship through shifting risk perception, promoting creativity, and embracing failure and change. We will explore generational design and how millennials will drive both economics and the offerings of every market.

Please join a candid conversation with equipment finance intrapreneurs and the leaders who have embraced this management practice and are preparing for this dynamic shift in consumer expectations.

Speakers Coming Soon!

Session description and speakers coming soon.

11:00 am -
5:00 pm
Spouse/Companion Event

San Antonio Missions Tour

(pre-registration required)
12:45 -
2:30 pm
Community Luncheon for all Attendees
3:00 -
4:30 pm
Issue Breakout Sessions

Session description and speakers coming soon.

Supported by: ELFA Operations & Technology Committee, Operations & Technology Excellence Award

The winners of the ELFA Operations and Technology Excellence Award highlight the importance of strong leadership and the holistic approach that is vital to positioning a company with the right process and technology for the future. Hear from the 2021 Award winner regarding their project story which is sure to resonate with both business and technology leaders who are considering significant process and technology change.

This session is sure to inspire all business and technology leaders in Leasing and Equipment Finance who are seeking insight into application of technology in order to rapidly go to market with solutions that will not only deliver critical business value but enable sustainable and scalable long-term growth while mitigating risk and managing costs.

Winning Company & Speakers Announced Soon!

The transition off of LIBOR as a generally accepted interest rate will be a significant change for many lessors. It will involve trillions of dollars in transactions, it will be complex to execute impacting multiple systems, it will change the economic value transfer equation, and there are structural differences in the various replacement interest rates. This session will explore all of the aspects of transitioning away from LIBOR - the timetable, pros and cons of various alternative rates, regulatory concerns, effective fallbacks, accounting issues, and transition planning.

Speakers Coming Soon!

6:30 -
9:30 pm
Closing Reception & Dinner

Deep in the Heart of Texas!