Equipment Leasing and Finance Association - Equiping Business for Success

Executive Roundtable

March 10, 2019 - March 12, 2019

The Ritz-Carlton Golf Resort Naples
Naples, FL


Bringing CEOs and Presidents of leasing and finance companies together to discuss the issues of the day, to strategize about the future and to create lasting business relationships

Who Should Attend

Attendance is limited to the senior executive leadership from ELFA member companies. Executives must hold the position of president, CEO, managing director, COO, be part of the senior leadership team and/or manage a substantial division within the company. Service Provider member companies may send two senior executives from their company to this Roundtable. ELFA regular member companies may send up to three representatives from their companies.

Please register as far in advance as possible. Register by Wednesday, February 27, 2019 to ensure that your name appears on the list of attendees.

Get Maximum Exposure for Your Company…Become a Sponsor!

Sponsoring events and functions at ELFA meetings provides excellent exposure for your company. Contact Steve Wafalosky at stevew@larichadv.com or (440) 247-1060 if you are interested in becoming a sponsor of this important event.


Registration Fees

Price Description Amount
1st Person Attendee from Member Company $1825.00
Additional Attendee from Member Company $1550.00
Spouse/Companion $350.00

View cancellation and other policies

Available Functions

  Sunday Golf Outing
$300.00

Speakers

Andy Fishburn

VP, Federal Government Relations
Equipment Leasing and Finance Association


Andy Fishburn is the Vice President of Federal Government Relations for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector.

Mr. Fishburn joined ELFA in September 2012. He directs and operates all aspects of the association’s federal relations strategy and the engagement of members in political programs.

Fishburn has focused on legislative, financial and tax policy matters throughout his distinguished career within the Department of Treasury and the U.S. Congress. He served in legislative affairs positions and as senior advisor to four Secretaries of the Treasury, including as a Deputy Assistant Secretary under Secretaries John Snow and Henry Paulson. During 2010 and 2011, he served on the staff of the U.S. Senate Committee on Finance and worked for Sen. Max Baucus (D-Mont.) on tax policies such as bank taxation, tax administration, oversight of the IRS, tax extenders and small business tax issues. Most recently, he was the Director of Legislative and Intergovernmental Affairs at the U.S. Mint, acting as the Bureau’s lead legislative strategist and congressional liaison.

He has a B.S. in environmental studies from the University of Michigan and a Master of Public Affairs from Indiana University.

Jay Heimbach


Peck Madigan Jones



Jody Michael

Founder and CEO
Jody Michael Associates


Jody Michael was born a trailblazer; as one of the first female traders on the Chicago trading floors and one of the first couches in the country to participate in an intensive, three-year ontological coaching program, she has challenged the boundaries of convention. Today, she continues to challenge boundaries. As a leading executive and organizational coach, she is passionate about delving deeper and pushing beyond the conventional standards of coaching to incorporate human behavior, psychology and neuroscience to facilitate systemic change. In the executive coaching world, she is a rare breed: 15 years of corporate leadership in the finance industry; a psychotherapy/human behavior degree from The University of Chicago; the distinctions of both Master Certified Coach and Board Certified Coach; a Founding Fellow at The Institute of Coaching at McLean Hospital, a Harvard Medical School Affiliate; and more than 20 years of coaching experience, logging over 40,000 one-on-one coaching hours.

Deborah Reuben, CLFP

President
Reuben Creative, LLC


Deborah Reuben, CLFP is President of Reuben Creative, LLC a consulting firm specializing in strategic process and technology consulting for lending and leasing.  An equipment finance industry veteran, she has a broad professional background in both financial services (Wells Fargo and TCF) and the software industry (HCL and Linedata Capitalstream).  
 
Author of multiple articles, she is a contributor to studies and publications and authored The Certified Lease & Finance Professionals' Handbook Sixth Edition. A frequent speaker at industry events, she served as chair of the ELFA Operations and Technology committee, is a founding member of the ELFA Women's Council.
 
Known for connecting the dots in unconventional ways, her unique industry experience, creative facilitation approach, and a keen eye for future trends enables her to bring forward-thinking insights and original ideas to developing roadmaps for the future. A trusted advisor for leaders who want to leverage cutting-edge technology to achieve their business goals, she helps teams to see the bigger picture, understand technology possibilities, stretch the imagination of what could be, and chart a course for transformative change.

Marci Rossell

Former CNBC Chief Economist and Co-Host of SQUAWK BOX
SQUAWK BOX


Marci Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. Her animated style was honed when she served as the popular, lively Chief Economist for CNBC in the months immediately following September 11th. She takes complex economic issues, often dull in the button-down business press, and makes them relevant to people's lives, families and careers. Prior to her career in broadcast journalism, Marci served as Corporate Economist and Investment Spokesperson for OppenheimerFunds, one of the nation's largest mutual fund companies. Before moving to Wall Street, she was an expert witness for Deloitte and Touche in court cases involving economic issues. Marci began her career as an economist with the Federal Reserve Bank of Dallas.

Jeffrey Shapiro


Peck Madigan Jones



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.

Caroline Turner

Principal
DifferenceWORKS


Caroline Turner, as principal of DifferenceWORKS, provides consulting and training to help leaders achieve better business results by being inclusive. She is an expert on gender differences in the workplace and author of Difference Works: Improving Retention, Productivity and Profitability through Inclusion. She delivers speeches and facilitates effective workshops on leveraging differences throughout the country. See www.difference.works   
 
Caroline is the former senior vice president, general counsel of Coors Brewing Company and its parent (now MillerCoors and MolsonCoors) and was a partner in the law firm Holme Roberts & Owen, Denver, CO. She holds a B.A. from Agnes Scott College, a M.A. from Indiana University and a J.D. from the University of Denver College of Law.

Sponsors

Hotel Information


ELFA Hotel Block SOLD OUT

 

Getting There

The Ritz-Carlton Golf Resort, Naples, Florida is easily accessed from the Southwest Florida International Airport (RSW). Taxis are approximately $75.00 each way from Southwest Florida International Airport (RSW). For additional transportation, contact Naples Transportation & Tours (NT&T) (www.nttep.com) the preferred and recommended provider of transportation services for groups and individual travelers. (239) 262-3006

For driving directions for the airport go here: www.ritzcarlton.com/en/hotels/naples/naples-golf/hotel-overview/ directions

For further information about this property, visit their web site at: www.ritzcarlton.com/en/hotels/naples/naples-golf

Parking

Valet parking and self- parking available. For valet parking there is a $25.00 service fee; for self-parking there is a $17.00 daily fee.

The Ritz-Carlton Golf Resort Naples
2600 Tiburon Drive
Naples, FL

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.



How the Golf Pairings Work

  • All pairings will be done online by the registered golfers.
  • Anyone may use the scheduler as long as they're registered for golf and have an ELFA username/password.
    Please Note: if you're doing a golf pairing for a colleague, you must be logged in under your colleague's username/password.

    • If you've forgotten your password, please use the Forgot Password? to have it reset.
    • If you don't have one, please use the Create Account feature.
      Please Note: If you do not have an ELFA username/password, you will need to do this BEFORE you register.
  • Add Yourself to a Foursome: Click on "Sign Up" to the far right of a Group's name.
    • You must be a member of a Foursome to add other players to the group. Sign up for a Foursome first, then you can Assign others.
  • Add Other Players: Click on "Assign Player" to the right of your name, choose a player from the drop-down list in the pop-up and then click the "Add This Player" button to add that person to your group.
    • Please Note: If you have a pop-up blocker enabled, you'll need to allow pop-ups from the ELFA site.
  • Remove Yourself From a Group: Go to your Foursome and click on your name. A message will ask if you're sure you want to be removed from the Group. Click OK and your name will be removed.
    • You can not remove other players from a Group, so be careful when you add a player.
  • Contact Other Players: Click the email icon Email Icon next to a player's name to email that player.
  • Golfers who do not assign themselves to a Foursome will be assigned to one at random.