Call For Presentations
- :: Take Your Place Among Our Industry's Prized Resources
- :: Session Topics/Issues of High Priority
- :: Format: Concurrent Breakout Sessions or Roundtable Discussions
- :: Selection Criteria
- :: Additional Selection Criteria
- :: Important Deadlines
- :: Some General Information You Should Know
- :: Authorization to Record Your Session
- :: Entry Instructions
- :: Download Call for Presentations
The vision for the future remains bright, with many equipment lessors able to point to real opportunities in a variety of sectors. Not only has the industry weathered the storm of the great recession, most companies have taken heed by adapting their business models to the new realities, innovating their financial products, processes and systems to meet customer needs more effectively, resulting in greater success (wins!)
Despite continued uncertainties on the political, regulatory and international fronts, there is a lot to be optimistic about. The equipment leasing and finance industry remains a vital force in the economy, representing half of the total capital expenditures on equipment plus software, in public and private business in the United States. More money is available to conduct business, which is on the rise. The industry is fundamentally sound and poised to seize opportunity.
Innovation, operational efficiencies and process improvement strategies are key components of successful companies. The key to Adapt…Innovate…Win lies with the understanding that there are few if any shortcuts to success. What works best are initiatives that produce results over the long term.
The Industry, along with its Association, will always be there to create financial solutions, playing a crucial role in capital formation and economic growth. We invite you to join the conversation, by submitting your ideas for sessions at the upcoming annual convention.
The ELFA Annual Convention is the primary forum that industry leaders turn to with assurance when it comes to addressing critical issues and trends. Your convention session proposal should contribute to ELFA's efforts to help members understand and plan for the changes taking place in our market.
Take Your Place Among Our Industry's Prized Resources
We invite you to submit a proposal outlining your presentation for a session at the 52nd ELFA Annual Convention. Your proposal will be carefully reviewed by a committee of your peers. If selected, you will be invited to make a presentation or lead a roundtable discussion at one of several time slots scheduled for Monday, October 21 or Tuesday, October 22.
Please read this document thoroughly before submitting your proposal. ELFA anticipates that once again we will receive more proposals than presentations slots available. Please avoid submitting proposals that have too narrow an audience…proposals that have a substantially wider appeal will be given priority. And most important: do not submit proposals that appear to be selling a product or supplying a service.
Session Topics/Issues of High Priority
ELFA reached out to its Business Council Steering Committees asking for guidance on the kinds of issues/topics that should be discussed and/or showcased at this year's Annual Convention. These committees represent the major business segments of the industry: small ticket, middle market independent, financial institutions, captive and vendor finance, and service providers. Below is a summary of their suggested session/topic ideas. This list is not meant to be exhaustive, and is provided to serve as a general guide to the kinds of topics that will be given priority at this year's Convention.
- Update on the lease accounting project; impact on the leasing and finance company; impact on your customers
- Update on growing market segments: e.g., healthcare, agriculture, food processing, oil and gas; alternative energy
- Where will growth come from: domestically? internationally?
- Margin compression: How can companies add additional value for their customers to counteract the trend toward margin compression?
- Securitization: Is it returning as a potential source of funding?
- Systems implementation and integration: how to integrate CRM systems, back-end and front-end
- Compensation trends and employee engagement
- Financing assets that are deployed in the Cloud
- Financing energy retrofits
- Managing residual risk
- Balancing the need for growth against the cost of expansion
- Trends in bundling vis a vis accounting, systems, legal, and other issues that impact ability to meet customer needs
- What are the different models (e.g., private label vendor, joint venture, fully-funded on book) manufacturers are using for their captives, and the pros and cons of each
- How do companies address the deployment of a global finance solution? Are there best practices?
- Changing Technology: How can companies keep up with technology, for both marketing to customers and in operating their companies? With the current movement towards cloud computing, what equipment might become obsolete? Will telecom all be serviced through IP? For the leasing company considering cloud computing for its own operations, what problems are posed?
- Regulatory Changes that pose opportunities and threats, including uncertainties surrounding the economy and government regulation
- Your value proposition: what value do you bring to your customers? Your parent?
- Issues surrounding operational efficiencies
Other Issues Worthy of Consideration
Proposals that discuss:
- Prospecting for customers: what value are you providing to attract and keep customers?
- Modifying business models to adjust to changing customer needs
- Customer retention strategies
The "Business" of Running the Business
Proposals that discuss:
- Increasing operational efficiencies; streamlining processes
- Increasing transparency with customers
- Applying technology that results in greater efficiencies, lower costs, or added capabilities
- Portfolio performance/risk management: Are you creating opportunities or limiting returns? Is your risk tolerance in line with your value proposition?
The Business Climate
Proposals that discuss:
- Scrutiny of business practices with customers and channel partners
- Improving image and brand recognition among regulators, customers, funders and others
- Impact and benefits of new sources of capital
- New markets; new opportunities
- The effect of regulatory, accounting and tax changes on new business opportunities
Proposals that discuss:
- Innovations in financing products
- Funding strategies: what works now
Human Capital Issues
Proposals that discuss:
- Keeping employees engaged: motivating, rewarding and retaining people during turbulent times
- Building a climate of diversity
- How have changes in strategic direction shifted the skills and performance capabilities now needed in equipment finance companies?
- The leadership issue: How do you effectively prepare for turnover at the executive level?
Format: Concurrent Breakout Sessions or Roundtable Discussions
Session proposals should describe the kind of format you will be using to present and share information.
- Breakout Session: A formal presentation with a number of speakers, facilitated by a moderator. Q&A included as part of the presentation. The primary focus is to provide information and share knowledge on current or critical issues.
- Roundtable Discussion: Sessions that foster interaction and networking in a less formal, more intimate setting. Attendee feedback over the years suggests that members place high value on the ability to exchange ideas and share best practices. If you submit a Roundtable proposal, it is assumed that you (or someone of your choosing) will lead a facilitated discussion, therefore please provide a sample list of discussion questions as part of your proposal.
If your proposal is accepted, it will be placed in one of the following time slots:
- Monday morning, October 21, immediately following the General Session
- Monday afternoon, October 21, following the General Luncheon
- Tuesday morning, October 22, immediately following the General Session
- Tuesday afternoon, October 22, immediately following the Business Council Luncheons
Please note: Sessions range in time between 90 minutes for morning sessions, and either 75 minutes or 90 minutes for afternoon sessions.
ELFA will make every attempt NOT to combine proposals submitted on similar topics from different proposals. While we want as many qualified individuals and companies represented on the convention program, we want to avoid diluting what might otherwise be an important session. Whenever possible, ELFA will select the best proposal submitted rather than combining proposals. However, when two proposals are compatible and combining them results in a higher quality session, ELFA reserves the right to ask individuals to work together in developing a single session.
Proposals will be evaluated based on the following criteria:
- Timely information on selected topics of current interest that illustrate out-of-the-box thinking, demonstrating an ability to adapt to changing market conditions.
- Case studies that highlight value: application or introduction of new or improved processes, strategies, or products; or excellence in leadership or management of a company or business unit
- Research/benchmarking results that point to trends
- Sessions that stress peer-to-peer networking and information sharing
- Sessions that are of particular interest to specific market segments (e.g., small ticket, middle market, vendor programs) or emerging or growing markets (e.g., energy, infrastructure)
Additional Selection Criteria
- Any one presenter or company may submit no more than two proposals
- ELFA member companies will be given priority, however non-members may submit proposals as well
- The topic is of interest to a majority of the convention attendees
- The written proposal captures the most critical issues related to the topic to be presented or discussed
- If appropriate, the proposal identifies additional qualified individuals (including consultants, professors, professionals and others) who will be included among the presenters.
- The proposal suggests a presentation format appropriate to the topic (breakout session or roundtable discussion)
- Monday, July 15, 2013: All proposals must be postmarked no later than Monday, July 15, 2013
- August 12, 2013: Acceptance notices will be distributed during the week of August 12, 2013
- September 23, 2013: Handout materials are due ELFA Monday, September 23, 2013
Some General Information You Should Know
- The ELFA Annual Convention is the largest annual gathering of professionals in the equipment finance industry. Attendees are generally the most senior level staff, including CEOs, Presidents, General Managers, Marketing Directors, Sales Directors, Senior Vice Presidents and other professionals responsible for business development
- Presentation handouts from sessions will be posted on the ELFA website. They will be offered free to registered attendees, and will be sold to other individuals for a minimal amount. Handouts will not be posted without your express permission. Handouts will be posted in a PDF format, thus preventing individuals from tampering or altering your original in any way.
- A well-attended session generally has 40 – 60 individuals in the room. If your topic is particularly "hot," you might get 75 – 100 in attendance.
- All convention attendees, including presenters, pay the ENTIRE convention registration fee. However, if a speaker is a consultant or academic who would not otherwise attend the ELFA Convention, the convention fee is waived.
Authorization to Record Your Session
The ELFA will be audio-recording breakout sessions presented at the Annual Convention and will post these on the ELFA website synchronized with the appropriate handout materials or power point slides. These will be provided to all convention attendees (both ELFA members and non-members) as part of their registration fee. Recordings and handouts will not be posted without your express permission.
Please note: when submitting your speaking proposal, please indicate your willingness to have your session recorded and your handouts materials posted to the ELFA website.
Entries must be received no later than Monday, July 15, 2013
INCLUDING your cover sheet, please LIMIT YOUR ENTIRE PROPOSAL TO A TOTAL OF THREE PAGES
- Please submit a Cover Sheet with your proposal that includes the following information:
- Your name, title, company, address, phone, e-mail
- Indicate the Program Format for which you are submitting (Breakout Session or Roundtable Discussion)
- Indicate the Intended Market(s) (small ticket, middle market independent, captive and vendor programs, etc.)
- Identify Your Co-Presenters (if any, and if known at time of submission). Please note: confirm their interest before listing their names!
- Indicate your willingness to have your session recorded and your handouts materials posted to the ELFA website.
- Any one presenter or one company may submit no more than two proposals.
- On the remaining two pages, please include as succinctly as possible in the following order:
- Presentation title
- One to three learning objectives (by the end of this session/roundtable, attendees will…)
- A 100-300 word abstract (description of the session/roundtable content) including why this topic is important.
- Intended audience (include general functional areas, e.g., corporate executive, marketing director, sales manager, etc.)
- If submitting a roundtable proposal, please provide a sample list of discussion questions as part of your proposal.
- Brief biographical information establishing credentials for all presenters. Please indicate if there are any expenses related to any of your intended presenters.
- The preferred method of submitting your proposal is via email. Please email your proposal to Lisa Ramirez at email@example.com You may also mail your proposal to: Call for Presentations, Equipment Leasing and Finance Association, 1825 K Street, NW, Suite 900, Washington, DC 20006. You may also fax your proposal to: Lisa Ramirez at (202) 238-3401.
- Expect notification from ELFA of the status of your proposal status during the week of August 12, 2013. If you have questions, or need assistance, please call Lisa Ramirez at (202) 238-3414 or Lesley Sterling at (202) 238-3435.
Please note that proposals will be judged on the focus and clarity of the abstract, and the relevance, practicality, audience appropriateness, and transferability of the content.