ELFA Annual Convention Preview

Future 360

In today’s rapidly changing world, how can you avoid tunnel vision and keep an eye on the big picture to help your business succeed? At the ELFA Annual Convention, you’ll get a 360-degree view of the evolving equipment finance marketplace. Join the largest and most important gathering of industry leaders to examine a wide range of critical industry trends and upcoming developments and what they mean for the future.

We have a lot to talk about: new market opportunities… technology innovations… new regulatory requirements… evolving customer desires… changing workforce expectations… the economic outlook… and more. We’ll also address critical “people power” issues, from sourcing and developing talent, to driving diversity, equity and inclusion in the workplace, to welcoming the next generation of leaders.

As you evolve your business and your career into the future, you don’t want to miss the ELFA Annual Convention. There’s nowhere else you can connect with so many industry leaders and discover new ideas to grow and succeed. You’ll enjoy unparalleled networking opportunities, high-quality educational sessions, a great lineup of keynote speakers and a first-rate exhibit.

Why Attend?

The ELFA Annual Convention is the primary forum that industry leaders turn to with assurance when it comes to addressing critical issues and trends. It is the largest, most important annual gathering of equipment leasing and finance professionals. Whoever you need to see is likely to be there.

Register Early…

Reserve Your Hotel Accommodations…Save Money
Register for the convention AND reserve your accommodations at the JW Marriott Phoenix Desert Ridge Resort by Friday, September 29, 2023, and receive a discount on the convention registration fee.

Need More Information?

For complete details, including convention registration and hotel reservations, go to www.elfaonline.org/events/2023/AC/

Get Noticed! Become a Sponsor or an Exhibitor

The ELFA Annual Convention provides unmatched opportunities to increase exposure for your company, especially through sponsorships and the Convention Exhibition. To become a sponsor or an exhibitor, contact Steve Wafalosky at [email protected] or (440) 247-1060.

Featured Speakers

TIM URBAN
Wildly popular thinker, blogger, author, illustrator, and speaker
There’s a reason that Tim Urban’s rabid fanbase includes the likes of Elon Musk, Mark Zuckerberg, Sheryl Sandberg, Twitter co-founder Evan Williams, and TED curator Chris Anderson: he’s the smart person’s equivalent of a cool underground club. Some folks are trendsetters and tastemakers; Tim’s a thoughtsetter and meaningmaker. Driven by an infectious curiosity and armed with hundreds of hours of research, he unravels mysteries about our world and humanity with an electrifying blend of intellect and humor. 

Tim is the creator of the wildly popular blog Wait But Why, where his illustrated long-form articles first made him a cult favorite amongst the intelligentsia before the secret got out and he went viral with what quickly became the third most-watched TED talk ever. 


JASON TURNER
Chief Investment Strategies & Head of Multi-Asset Strategy 
Jason Turner is the Chief Investment Strategist of Great Lakes Advisors.  He is a member of the firm’s investment committee, authors market and economic commentary, regularly presents in the media and to professional conferences, and works with client portfolio managers to support institutional and private clients.  As the Head of Multi-Asset Strategy, he is responsible for portfolio strategy, asset allocation, and for overseeing the firm’s manager due diligence and selection efforts. He is also a member of the firm’s Operating Committee and Management Committee.  

Prior to joining Great Lakes in 2009, Jason served in various roles for Skyline Asset Management and Aon Hewitt Investment Consulting.

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Schedule of Events

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Sunday, October 22

8:00 a.m.
Golf Tournament and Luncheon (on property)

9:00 a.m.
Pickle Ball Tournament and Luncheon (on property) 

8:30 a.m. – Noon
Community Service Project Community Garden Cleanup at Urban Farming Education 
(pre-registration required, offsite, limited to 60 attendees)

8:30 a.m. – Noon 
Jim McGrane Charity Bike Ride 
24-mile Route – leaves from the hotel (pre-registration required, limited to 40 attendees) 

10:00 a.m. – 8:00 p.m.
Convention Registration (Attendees & Exhibitors)

2:00 – 5:00 p.m.
Exhibitor Setup

2:00 – 4:00 p.m.
Community Service Project — Arizona ASPCA Chapter: Build a Dog House 
(pre-registration required, limited to 70 attendees, on property) 

4:30 – 5:30 p.m. 
New Members and Leadership Reception

5:00 – 6:00 p.m. 
Women’s Council Reception

6:00 – 8:30 p.m. 
Welcome Reception (in Exhibit Area)

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Monday, October 23

7:00 a.m. – 4:30 p.m.
Convention Registration

7:00 – 8:15 a.m.
Group Breakfast

7:00 a.m. – 4:30 p.m.
Exhibits Open

8:30 – 10:00 a.m.
General Session 
President’s Report and Keynote Address 
Speaker:



RALPH PETTA
President and CEO, ELFA



10:00 – 10:45 a.m. 
Break 

10:45 a.m. – 11:45 a.m.
Issue Breakout Sessions 

11:00 a.m. – 3:00 p.m.
Spouse/Companion Event: ATVing and Luncheon
(pre-registration required)

12:15 – 1:45 p.m.
Equipment Leasing & Finance Foundation Luncheon

2:30 – 3:30 p.m. 
Issue Breakout Sessions

3:30 – 4:00 p.m..
Break

4:00 – 5:00 p.m.
Equity and ETAC Reception

5:00 p.m.
Individual Company-Sponsored Receptions and Events

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Tuesday, October 24

7:00 a.m. – 3:00 p.m.
Convention Registration

7:00 – 8:15 a.m.
Group Breakfast

7:00 a.m. – 4:00 p.m. 
Exhibits Open

8:30 – 10:15 a.m.
General Session
Chair’s Address and Keynote Address 
Speaker:



BOB NEAGLE
ELFA Board Chair



10:15 – 11:00 a.m. 
Break

11:00 a.m. – 12:00 p.m.
Issue Breakout Sessions

11:00 a.m. – 3:00 p.m.  
Spouse/Companion Event: Musical Instrument Museum VIP Tour and Luncheon

12:15 – 2:00 p.m.
Community Luncheon

2:30 – 3:30 p.m. 
Break
     
2:30 – 3:30 p.m.
Issue Breakout Session

6:00 – 9:00 p.m. 
Closing Party