Equipment Leasing and Finance Association - Equiping Business for Success

Bank Best Practices Roundtable

April 09, 2019

Swissôtel Chicago
Chicago, IL


Online registration is now closed. If you would like to register for the Bank Best Practices Roundtable, please contact Alexa Carnibella at acarnibella@elfaonline.org.

The Bank Best Practices Roundtable is a small, highly-interactive half-day program designed to bring senior bank executives together for information sharing and critical thinking about issues facing you each day as leaders of your organization. The Roundtable will also provide an unparalleled networking opportunity.

The roundtable will held from noon-4:30pm on Tuesday, April 9th, immediately preceding the National Funding Conference. It will begin with a joint luncheon with the attendees of the Captive and Vendor Finance and Independent Roundtables.

Who Should Attend?

The roundtable is open to senior executives of ELFA member bank leasing companies.

The Bank Best Practices Roundtable is sponsored by:

Back by Popular Demand!

ELFA Members: Get a $200 discount when you register for both National Funding Conference and a roundtable. Contact Janet Fianko at jfianko@elfaonline.org.


Registration Fees

Price Description Amount
1st Person Attendee and Bank Roundtable $400.00
Additional Attendee and Bank Roundtable $400.00
Committee Attendee and Bank Roundtable $400.00
ELFA Member $400.00

View cancellation and other policies


Noon-1:30pm
Joint General Session and Luncheon
The general session and luncheon will be held jointly with the attendees of the Bank, Captive and Vendor Finance and Independent Roundtables.

1:45pm-4:30pm
Bank Best Practices Roundtable

1:45pm-2:00pm
Welcome

2:00pm-3:15pm
2019 Economic Outlook and its Implications for Bank-Owned Equipment Finance Companies

3:30pm-4:30pm
Fraud Prevention and Business Email Compromise      
 

Available Functions

  Women in Leasingg Reception

Speakers

Jon Borchardt

Senior Energy, Materials & Industrials Analyst
BMO Harris Bank



Slawek Janik

Supervisory Special Agent
Federal Bureau of Investigation



Kirk Phillips

President & CEO
Wintrust Commercial Finance


Kirk Phillips is President, CEO, and a founder of Wintrust Commercial Finance, a subsidiary of Wintrust Financial Corporation a $27 billion publicly traded bank holding company, which is focused on providing loans and leases to middle market companies throughout the US and Canada.  
 
He has spent over 25 years in the commercial finance industry with ITT Commercial Finance. He was part of a team that started two successful commercial finance companies, Transamerica Equipment Financial Services and AIG Commercial Equipment Finance where he was SVP of National Direct Originations and head of the Marine Finance Group. He was selected to manage the integration of the Commercial Asset Finance division into the Private Placements Group of AIG Investments where he held the position of Managing Director until 2015.  
 
Mr. Phillips has been a speaker and moderator at Marine Money International, Marine Money Offshore and Workboat conferences.  He has served multiple terms as a member of the Equipment Finance and Leasing Associations Financial Institutions Business Steering Council and Membership Committees.  He sits on the Executive Advisory Board of the Nelson Rusche College of Business at Stephen F. Austin State University and has been a strategic advisor to HEROMakers, a 501c3 focused on providing shelter and support for orphans located in Mexico and central America.  
 
Kirk resides in Valley View, Texas with his wife Renee’ and children Jeremy and Jordan.  He enjoys restoring classic British sports cars and training in Tae Kwon Do where he holds a 5th Degree Blackbelt and is a Senior Certified Instructor with TaeKwonDo America.

Jud Snyder

President
BMO Harris Equipment Finance Company


Jud Snyder is the President of BMO Harris Equipment Finance Company and BMO's Senior Executive for Southeast Wisconsin.
 
Jud joined the Bank in 1994 and is responsible for leading the growth and development of BMO Harris Equipment Finance Company. This includes strategic and managerial responsibility for sales, operations, underwriting and equipment management capabilities within the Equipment Finance Company.
 
Prior to taking on his current role, he had roles in credit, sales and sales management in Equipment Finance prior to taking on the President's role in 2008. In 2010, he moved into the bank as M&I's Head of Specialized Industries. In this role he was responsible for Equipment Finance, Global Trade, Health Care, Dealer Finance, Agribusiness and Sponsor Finance. Following the BMO acquisition in 2011, he moved back into the head role at Equipment Finance with the mandate to leverage the business across BMO and grow the business to scale.
 
Jud obtained his BA in Russian and Economics from UW Madison ('94). He is currently the Chairman and an Officer of ELFA (Equipment Leasing and Finance Association). He also serves on the Board of Directors for the Milwaukee Ballet (Immediate Past Chair & President and Executive Committee Member), The Boys and Girls Clubs of Greater Milwaukee (Trustee), United Way of Greater Milwaukee & Waukesha County, Teach for America and Froedtert Health Systems.
 
Jud lives in Whitefish Bay, Wisconsin with his five children.

Michael Stritch, CFA

Chief Investment Officer
BMO Harris Bank



Sponsors

Hotel Reservations for Sleeping Rooms  
On-line Reservations!  
For your convinience two hotel room blocks have been arranged for ELFA Attendees.  
 
Swissôtel Chicago A block of rooms has been reserved for this conference at the Swissôtel 323 E. Wacker Drive, Chicago, IL 60601. A special group rate of $299 single/double (Standard Room) is available for attendees. You can make your hotel reservations on line. Follow these simple instruc­tions:
 
Log on to: https://book.passkey.com/go/elfa2019natfundingconf
Enter: Arrival and Departure Dates
Click on: Check Availability and rates
Once the reservation is complete, you will receive an instant confirmation number via e-mail (as long as your e-mail address has been entered).
 
Radisson Blu Aqua Hotel, Chicago The Radisson Blu Aqua Hotel, Chicago is located at 221 North Columbus Drive, Chicago, IL 60601, and is directly in front of the Swissôtel. A special group rate of $289 single/double (Standard Room) is available for attendees. To make hotel reservations at the Radisson Blu Aqua Hotel, Chicago please call +1 312 565-5258 or go here: ELFA 2019 National Funding Con-Radisson Blu Aqua, Chicago Available dates at the ELFA rate are between April 5th and April 13th. Promotional Code: ELFA19

Swissôtel Chicago
323 East Wacker Drive
Chicago, IL 60601-9722

Get directions



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.