Schedule of Events
All agenda items are in Central Time (CT).
Room names are in orange except breakout session rooms which are in pink.
Sunday, October 24
7:00 am | Breakfast for Golfers
RIVER BEND PAVILION
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7:00 - 8:00 am |
Breakfast for Bike Riders
EXHIBIT HALL DRIVE
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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) EXHIBIT HALL DRIVE
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10:00 am - 8:00 pm |
Convention Registration (Attendees & Exhibitors) REGISTRATION DESK, BALLROOM LEVEL
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1:00 pm - 2:00 pm |
Luncheon for Golf Players
RIVER BEND PAVILION
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1:00 pm - 5:00 pm |
Exhibitor Set Up
CIBOLO CANYON 5-11
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2:00 pm - 4:00 pm |
Community Service Project - Build-a-Wheelchair® (on property; pre-registration required) EVENT LAWN 1
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4:30 pm - 5:30 pm |
New Members and leadership Reception
SUNFLOWER/WISTERIA LAWN
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5:00 pm - 6:00 pm |
Women's Council Reception—All Welcome
SUNDAY HOUSE PATIO
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6:00 pm - 8:30 pm |
Welcoming Reception Exhibits Open CIBOLO CANYON 5-11
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Monday, October 25
Tuesday, October 26
7:00 - 8:15 am |
Group Breakfast
CIBOLO CANYON 5-11
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7:00 am - 3:00 pm |
Convention Registration
REGISTRATION DESK, BALLROOM LEVEL
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7:00 am - 3:00 pm |
Exhibits Open
CIBOLO CANYON 5-11
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8:30 - 10:30 am |
General Session
Chair’s Address and Keynote AddressGRAND OAKS G-S
Speakers:
KRIS SNOW
ERIK QUALMAN
MICHAEL DICECCO |
10:30 - Noon |
Refreshment Break in exhibit area
CIBOLO CANYON 5-11
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11:00 am - 12:30 pm |
Issue Breakout Sessions
CIBOLO CANYON 1-2
As we emerge from the pandemic, the Main Street rebound continues and the economy begins to normalize. The latest Equifax Small Business Lending Index data saw its second highest reading in series history and is nearly 28% above its year-ago level—the latest evidence that the small business sector is on the mend. Small businesses are the lifeblood of the economy, and their return to growth will be integral to the health of the post-pandemic economy. The post-pandemic period presents an opportunity to explore key questions regarding the state of small businesses: How can we provide access to capital to ensure a thriving small business economy which results in a thriving American economy? Building on our ongoing monthly publication of small business loan originations, delinquencies, and defaults data by industry and by geography. In this presentation, we will present our findings on the state of small businesses post pandemic. Speakers:
Barry Ripes, Moderator
Quentin Cote
Dr. Robert Wescott SOLIFI ROOM - CIBOLO CANYON 3-4
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:
Jennifer Martin, Moderator
Ray Ellingsen
Robb Zurek
Ryan Pereira
Robert Preville GRAND OAKS A-C
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. Embracing innovation and adopting a technology-oriented mindset to mitigate the threat of outside competition is a recurring discussion among ELFA members. What more can equipment finance companies do to remain competitive and achieve continued success? Intrapreneurship is 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. Encouraging intrapreneurship is a way to develop the emerging talent in your organization by challenging them to think differently, creatively and critically. Emerging talent who want to accelerate their professional development and better stand out in their organization should strive to become intrapreneurs. Our panel is comprised of leaders who support intrapreneurship and intrapreneurs who have created a new financial product, set up a division within an organization, implemented new technologies, and taken ideas from outside the industry and applied them internally. We will discuss why you should aim to become an intrapreneur, 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. Please join a candid conversation with equipment finance intrapreneurs and the leaders who have embraced this management practice. Speakers:
Martin Klotzman, CLFP
Alexandra “Lexie” Dressman
Jacob Fahl
RJ Grimshaw
Kara Miyasato WESTERN ALLIANCE BANK ROOM - GRAND OAKS D-F
This panel will discuss the recent increase in ransomware and data theft attacks, and what companies should think about in terms of risks and being prepared to assess and respond to incidents involving information technology or operational technology systems. Speakers:
Jeanette Dannenfelser, Moderator
Bart Huffman |
11:00 am - 4:00 pm |
Spouse/Companion EventSan Antonio Missions Tour and Luncheon(pre-registration required)(bus departs at 11:15 am)EXHIBIT HALL DRIVE
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12:45 - 2:30 pm |
Community Luncheon for all Attendees
EVENT LAWN 1
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3:00 - 4:30 pm |
Issue Breakout Sessions
CIBOLO CANYON 1-2
The circular economy solution is defined as a closed loop system wherein the focus is on eliminating waste by reusing, recycling and refurbishment of equipment, products, machinery and infrastructure for a longer duration. According to the 2021 Circularity Gap Report, circular economy strategies can cut global greenhouse gas emissions by 39 percent, keep the planet well below a 2 degrees Celsius trajectory and increase the proportion of materials /equipment that are reused from 8.6 to 17 percent. The equipment leasing industry has always been at the forefront of managing assets efficiently. Increased customer demand for solutions that deliver efficient equipment usage while minimizing negative environmental impact has given rise to new finance models powered by Industry 4.0 technology solutions, (such as IoT, AI). The post-pandemic focus on ESG-related impact, issues and investment has created a flourish of new capital flows, measurement frameworks and end user demand for solutions. This panel will unpack circular economy equipment solutions, what they are, how they are similar/different than managed solutions or pay-per-use offerings and discuss how such solutions are impacting financing and the need for technology enabled asset management solutions. In this session, industry-specific examples in healthcare and renewable energy projects will be explored and the longer-term effects these trends may have to our industry will be discussed. Speakers:
Patricia Voorhees, Moderator
Cortland Brady
Cristina Dolan
Michael Dow
Brett Reed SOLIFI ROOM - CIBOLO CANYON 3-4
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. Speakers:
Tawnya Stone, Moderator
Brock Morrison
Angie Branch
Josh Chesser Award Winner: Chicago Freight Car Leasing Co. (CFCL), a Sasser Family Company GRAND OAKS A-C
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:
Scott Thacker, CPA, CLFP, Moderator
Adam Schneider
Jeff Elliott, CLFP
John Bober
Ric Andersen WESTERN ALLIANCE BANK ROOM - GRAND OAKS D-F
Vertical market definition and segmentation is the life blood of business strategy. Nowhere is this truer than equipment finance where markets are defined by region, by equipment class, and by NAICS codes. Typically, the people making up these segments are treated as common types. But Gen Y, the Millennials, will change that. Millennials live The Experience Economy. They have grown up in a usage-based economy - cell phone data plans, on-demand streaming media accounts and transportation via car, bike, and scooter sharing. Gen Y believes “pay for what I use” is the standard regardless of whether they work in construction, healthcare, or transportation. As the largest generation to date - 88 million in the US, 10 million more than the Boomer generation they will be the largest vertical market in the industry – ever. In this session, we’ll explore generational design and how the numbers of people in Gen Y will drive both economics and the offerings of every market. Speakers:
Dr. Scott Nelson, Moderator
Shea Huston
Zachary K. Kimball
Jena Morgan, CLFP |
6:30 - 9:30 pm |
Closing Reception & Dinner Outside
Deep in the Heart of Texas!OUTSIDE RIVER BEND PAVILION
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