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ELFA Emerging Talent Networking Event
Loews Philadelphia Hotel
September 17, 2018 6:00pm-8:00pm
Calling all Future Leaders!
Here's your chance to hear from some of the industry's best, followed by an opportunity to network with them and your peers. If you're in Philadelphia (or will be) on September 17th we hope you'll join us!
Industry leaders include: *Rob Boyer, CLFP, President, BB&T Commercial Equipment Capital Corp. *Jennifer Fanz, Country Sales Manager Healthcare, DLL *Lori Frasier, SVP, Strategy and Performance Management, Key Equipment Finance *Amy Nelson, President, Global Healthcare and Clean Technology, DLL *Reid Raykovich, CLFP, Executive Director, Certified Lease & Finance Professional Foundation *Deborah Reuben, CLFP, Reuben Creative, LLC *Scott Thacker, CPA, CLFP, Chief Executive Officer, Ivory Consulting Corporation
There is no cost to attend, but space is limited.
This event is sponsored by Innovation Finance, LTi Technology Solutions, GSG Financial and the Emerging Talent Advisory Council (ETAC).
ELFA Emerging Talent Networking Event Loews Philadelphia Hotel September 17, 2018 6:00pm-8:00pm
Robert Boyer, CLFP
BB&T Commercial Equipment Capital Corp.
Robert L. Boyer is the President of BB&T Commercial Equipment Capital Corp., a wholly owned subsidiary of Branch Banking and Trust Company (BB&T). He is responsible for developing and executing the strategic plan for the company. Since joining Susquehanna in 1998, Mr. Boyer has held positions of increasing responsibility including Sales Executive, Syndications Manager, Senior Vice President of Acquisitions and Syndications and Executive Vice President.
Mr. Boyer currently serves as director and Treasurer of the Equipment Leasing and Finance Association (ELFA) Board of Directors and is a member of its Executive Committee. Previously, he chaired the ELFA's Membership Committee and Small Ticket Business Council Steering Committee. He also serves as a director for the Certified Leasing and Finance Professional Foundation (CLFP).
Mr. Boyer has been working in the Equipment Finance Industry since 1995.
He has spoken on behalf of the Equipment Finance Industry and Susquehanna Commercial Finance at various events and interviews for published articles. He holds a bachelor's degree from LaSalle University.
Country Sales Manager, US Healthcare
Jennifer Fanz, Country Sales Manager - Healthcare, for DLL, is an experienced sales leader with demonstrated success in the financial services industry. She is well versed in sales, strategic planning, business development, sales management and general management.
Jennifer earned her Bachelor of Science degree with a focus in Management from Rutgers, The State University of New Jersey-Camden, and she has been part of the DLL team since April 2000. Jennifer is an active member of Equipment Leasing and Finance Association (ELFA), with service on the Emerging Talent Advisory Council and Women's Council. Jennifer is also the DLL US (Wayne, PA) Chapter Lead for N.O.W., the Network of Women.
SVP, Strategy and Performance Management
Key Equipment Finance
Frasier is senior vice president of strategy and performance management at Key Equipment Finance. Her responsibilities include strategic planning, market research, client insights, sales performance and analysis, portfolio management, project management, and employee development initiatives. She joined Key Equipment Finance in 2003 in global human resources management. She served as senior vice president of human resources and administration before being promoted to senior vice president of strategic services in 2009. Prior to joining Key she held various positions at First Data/Western Union.
Throughout her career, Frasier has been actively involved in a volunteer capacity with ELFA, as the chair of the organization's Financial Institutions Business Council Steering Committee, chair of the organization's Human Resources task force, and member of the Compensation and Diversity Steering Committee. She is presently a member of the ELFA Board of Directors.
President, Global Healthcare & Clean Technology
Mrs. Nelson is the President for Global Business Unit Healthcare and Clean Technology of DLL. Prior to this role, Mrs. Nelson served as the Chief Financial Officer for DLL's Global Vendor Finance Division. DLL is a fully owned subsidiary of Rabobank Group, specializing in asset-based finance programs for equipment manufacturers, dealers and distributors all over the world. DLL operates in over 35 countries and has assets in excess of €34B.
Prior to DLL, Mrs. Nelson worked at Bank of America Leasing (formerly Fleet Capital Leasing) in various roles of increasing responsibility within Finance. Her most recent focus was on the acquisition and consolidation efforts of several acquisitions made between 1998 and 2001 when she left to join DLL.
Mrs. Nelson is currently on the ELFA Board of Directors and served previously as a member of the ELFA Financial Accounting Committee.
Mrs. Nelson holds a Bachelor of Science in Business Administration from Bryant University. She serves on the Board of Directors for Philips Medical Capital, a LLC owned jointly by DLL and Philips Medical Systems North America.
President and CEO
Equipment Leasing and Finance Association
Ralph Petta is the President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 550+ member organizations in the $1 trillion equipment finance sector. Mr. Petta leads the organization in executing its mission to foster business development, deliver industry information and analysis, provide educational opportunities and advocate for the industry. He is also President of the Equipment Leasing & Finance Foundation, which is dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry.
Mr. Petta, an authority in the business of equipment finance, has been with the association since 1987. Before assuming the role of President and CEO in January 2016, he served as Chief Operating Officer for six years, providing coordination, direction and oversight of ELFA programs and services designed to add value to the association's member organizations. Prior to that, he served as Interim President. From 1987 to 2010 he was Vice President-Research & Industry Services, managing ELFA's information, benchmarking and market research initiatives. Throughout his career at ELFA, Mr. Petta has assumed leadership roles in virtually all functional areas within the organization, including governance, membership marketing, communications, business and professional development, state advocacy and the association's affiliated Foundation.
He is often quoted in industry trade publications and is a frequent speaker about the role of equipment finance in the U.S. economy and trends and developments in the equipment finance sector.
Mr. Petta is a member of the American Society of Association Executives (ASAE), as well as ASAE's Key Industry Association Committee (KIAC). He completed the ASAE/University of Maryland College of Business and Management executive development certificate program in association management. He also was selected for and participated in the ASAE Future Leaders Conference. Mr. Petta is a member of the Exchequer Club of Washington, DC.
Before joining ELFA, Mr. Petta worked for nine years in the office of United States Senator Sam Nunn, serving in a variety of professional capacities. He was Senator Nunn's legislative assistant when he left to join the association. Mr. Petta graduated from Syracuse University, earning a B.A. degree in political science.
Reid Raykovich, CLFP
Certified Lease & Finance Professional Foundation (CLFP)
Deborah Reuben, CLFP
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.
David Schaefer, CLFP
Mintaka Financial, LLC
Mr. Schaefer is the co-founder and Chief Executive Officer of Mintaka Financial, LLC which was established in 2004 as an investment vehicle to fund small ticket, commercial equipment loans and leases. Dave has over thirty years of experience in the commercial equipment finance industry, including senior management responsibility for treasury, operations, information technology, accounting and portfolio management. David's leadership position with Mintaka includes strategic development, capital formation, and developing a network of affiliate partners whom originate transactions. David is also the founder and CEO of Orion First Financial, LLC (Seattle, WA) a loan and lease servicing company which provides underwriting, contract servicing and collection services to banks and independent financial institutions. Prior to establishing Orion he was president, CEO and a member of the Board of Directors of Financial Pacific Company. Dave also founded Checkmate Certified Collections In 1975, a consumer and commercial collection agency.
Dave is presently active with the Equipment Leasing and Finance Association (ELFA) and currently serves on the ELFA Board of Directors and Executive Committee. He is currently the chairman of LeasePAC, the industry's only federal political action committee. Prior to this, he served on the Board of Directors of the United Association of Equipment Lessors, now the National Equipment Finance Association. He chaired the Small Ticket Business Council of the ELFA in 1999 and 2000. He obtained his CLP certification in 1996 making him one of the industry's earliest Certified Leasing Professionals.
Dave lives in Gig Harbor, WA and Scottsdale, AZ with his wife and four children. They enjoy camping, traveling, hiking and kayaking.
Mr. Thacker is the CEO of Ivory Consulting, the software and consulting company that has helped define the modern equipment finance industry with SuperTRUMP, the proven solution for modeling and pricing equipment leases and loans.
Scott is the Vice Chairman of the Equipment Leasing and Finance Foundation, and a member of the Equipment Leasing and Finance Association’s Financial Accounting Committee.
He was previously a member of the Board of Directors of the Equipment Leasing and Finance Association and of the Association’s Operations and Technology Committee for five years, three of them as Chair, as well as the co-director of the Foundation’s Research Committee.
Throughout his more than 30-year international career, Scott has helped transform businesses through product and service innovations, new business initiatives, M&A activities, and financial transactions.
Prior to joining Ivory Consulting, Scott was a partner at Accenture and founding member of the management consulting group focused on providing solutions to the North American equipment leasing and asset finance industry. Previously, he was instrumental in creating Oracle’s now widely used Oracle Lease and Finance Management software application, and with American Airlines, where he was involved in executing aircraft, equipment and real estate leases as well as other financial transactions. Scott was a founding member of both AMR Consulting Group, an affiliate of American Airlines, and AT&T Solutions, a division of AT&T.
Scott received an M.B.A. in Finance from The Wharton School of the University of Pennsylvania and a B.S. in Accounting from the Wake Forest University. He is a CPA and CLFP.
A block of rooms is being held for attendees of the 2018 Operations & Technology Conference at the Loews Philadelphia Hotel, 1200 Market St., Philadelphia, PA 19107 at a discounted rate of $179 +tax. Check in time is 4:00pm, and check-out time is 11:00am. Please call Reservations at 1 (877) 878-3629, provide your arrival and departure dates and mention ELFA Conference or you may use the custom web link below to reserve your hotel room online. Reservations must be made on or before 5:00pm EST on August 24, 2018 in order to secure the ELFA discounted rate.
Reservations made after August 24, 2018 will not receive the discounted room rate.
The Loews Philadelphia Hotel is about 12 miles from the Philadelphia International Airport (PHL). Approximate cost of a taxi from the Philadelphia International Airport to the Loews Philadelphia Hotel is about $35. The hotel is also accessible by train also known as the SEPTA. Rail information from the airport may be found here http://bit.ly/2pDOJHM.
If renting a car, the Loews Philadelphia Hotel has valet and self-parking from $49 per day.
Things To Do:
Explore the City of Brotherly Love - Beautiful Philadelphia In Philadelphia there are so many fun and historic things to see. But really, it’s all about a bell, a guy named Balboa – and a patriot called Betsy. And since our hotel is conveniently located right in the heart of Center City, Philadelphia, everything is remarkably close by. Here you can see the famous Libery Bell or run up the Rocky Steps just like Rocky Balboa himself. Dive into the rich local and national history, with a stop by the Betsy Ross House to see where the first flag was made or a visit to the National Constitution Center. Or, perhaps a tour of the US Mint is at the top of your to-do list?
Loews Philadelphia Hotel
1200 Market Street
Philadelphia, PA 19107