Issue Breakout Sessions on Monday and Tuesday are organized into three tracks:
Sunday, October 27 | |
6:30 am | Departure to Golf at Falconhead Golf ClubHotel Lobby |
7:00 am | Golfers Breakfast at Falconhead Golf Club |
8:00 am – 8:45 am | Grab and Go Breakfast-Community Service and Bike RidersHotel Lobby |
8:45 am | Departure for Bike Ride, Pickleball and TreeFolksHotel Lobby |
8:00 am – 1:30 pm | Golf Tournament at Falconhead Golf Club (Off Property)Sponsored by: Sopra |
9:00 am – Noon | Pickleball Tournament (Off Property, Walking Distance)Urban Pickleball Club Sponsored by: Sopra |
9:00 am – Noon | Community Service (Off Property)Tree Folks(pre-registration required) Local Park |
9:00 am – 1:00 pm | Jim McGrane Charity Bike Ride (Off Property)(pre-registration required) |
11:00 am – 4:00 pm | Exhibitor Set UpGriffin Hall |
10:00 am – 7:00 pm | Convention RegistrationGriffin Foyer |
12:00 – 1:00 pm | Golfers Luncheon at Falconhead Golf ClubSponsored by: Sopra |
2:00 – 4:00 pm | Community Service ProjectUS Hunger(pre-registration required) Rooms 211 & 212 |
4:00 – 5:00 pm | New Members & Leadership ReceptionLone Star East Foyer Sponsored by: LTi |
5:00 – 7:30 pm | Welcoming Reception in Exhibit Hall & HubGriffin Hall Sponsored by: Stonebriar |
Monday, October 28 | |
7:00 am – 5:00 pm | RegistrationGriffin Foyer |
7:00 am – 5:15 pm | Exhibits & Hub OpenGriffin Hall |
7:00 – 8:15 am | Group BreakfastGriffin Hall Sponsored by: Fifth Third |
7:30 – 8:00 am | Hub Experience |
7:45 – 7:55 am | TechTalk - Kaaj |
7:55 - 8:00 am | TechTalk - Alfa |
8:30 - 10:00 am | Opening General SessionLone Star Ballroom Chair’s Address and Keynote AddressSponsored by: Equifax
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10:30 – Noon | Coffee Break in Exhibit & HubGriffin Hall Coffee cups sponsored by: Channel |
10:15 – 10: 45 am | Hub Experience |
10:15 – 10:20 am | TechTalk - Linedata Lending and Leasing |
10:20 - 10:30 am | HubTalk - Why the Equipment Finance Industry Needs Standardized Credit Training
Jim Giaimo, Chief Credit Officer-Commercial Finance |
10:30 - 10:40 am | HubTalk - Using Social Media to Connect
Nick Fong, Chief Marketing Officer & CTO |
10:45 – 11:45 am | Issue Breakout SessionsIn this session, we will explore the critical importance of data integrity in business operations. As organizations increasingly rely on data to drive decision-making, the risks associated with poor data quality can lead to significant business disruptions. This session will cover the symptoms and risks of having a "hot mess" in your organization, the importance of data quality, and best practices for data cleaning. We will also discuss strategies for preventing future data issues and the role of technology and AI in maintaining data integrity. Join us to learn how to address the business risks of data integrity and ensure your organization is set up for success. SPEAKERS:TAWNYA STONE, Moderator CINDY BRADLEY ANDREW COTTER SCOTT NELSON SETH SEELY KAYLA PERLINGER Join the ELFA’s Women’s Council for an insightful session focused on exploring effective strategies for market expansion. Drawing from real-world case studies and expert insights, the panel will highlight the benefits of collaboration and inclusivity as it pertains to leading teams in growth strategy identification and execution. We will discuss the importance of diverse perspectives in business strategy to foster innovation and lead to better business outcomes. Participants will gain valuable knowledge on overcoming barriers, leveraging emerging technologies, and the importance of inclusivity in business strategy. Whether you are aiming to enter new markets or expand your business reach, this session offers practical advice and inspiration to help you lead with confidence and innovation. SPEAKERS:CATHERINE RODDICK, Moderator JEN MARTIN KRISTI SCHON Reid Raykovich, CLFP, CAE (she/her) Our panel of industry lawyers will highlight certain recent or evolving legal developments that senior leasing executives should find useful. This session will include:
SPEAKERS:EDDIE GROSS, Moderator PAUL HODNEFIELD DOMINIC LIBERATORE DEBRA DEVASSY BABU Think the supply chain crisis is over? Think again. While the immediate chaos of pandemic-era delays may have subsided, underlying risks are far from resolved. The global order is increasingly unstable, with new challenges emerging that could disrupt even the most resilient supply chains. Join Rinaldi Advisory Services and Zeihan on Geopolitics for a hard-hitting session that cuts through the complacency and dives into the future of global supply chains. We’ll lead with a critical examination of the ongoing geopolitical risks that threaten supply chains worldwide. From the reshoring and onshoring movements gaining momentum in the US to the evolving dynamics of North American manufacturing, we'll explore how these trends are reshaping the industry. Finally, we’ll address the broader implications of a shifting global order, with particular focus on Europe, China, and Mexico. This session will provide attendees with key insights into the vulnerabilities still lurking in the global supply environment, the potential impacts on the equipment leasing industry, and a fresh perspective on the United States’ reshoring strategies. Don’t miss this opportunity to arm yourself with the knowledge needed to navigate the uncertain waters ahead. SPEAKERS:BOB RINALDI, Moderator MICHAEL NAYEBI-OSKOUI |
11:00 am – 2:00 pm | Spouse/Companion Event:JW Austin Spa & Afternoon Tea with Light Lunch(pre-registration required)JW Marriott Spa, Level 5 |
11:45 am – 1:30 pm | Equipment Leasing & Finance Foundation LuncheonLone Star Ballroom Sponsored by: Equifax
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1:30 – 4:00 pm | Wellness Break in Exhibit & HubGriffin Hall Sponsored by: Equifax |
1:45 – 2:20 pm | Hub Experience |
1:45 - 1:50 pm | TechTalk - LTi Technology Solutions |
1:55 - 2:05 pm | HubTalk - Investing in Impact: Community Involvement in Equipment Finance
Eric Bunnell, President |
2:10 - 2:20 pm | HubTalk - AI and You: What AI Can Teach Us About Relationships
Hilary Bilbrey, Co-Founder |
2:30 – 3:30 pm | Issue Breakout SessionsThis session will debut the findings of the Equipment Leasing & Finance Foundation’s new Equipment Leasing & Finance Industry Horizon Report. Presenters will provide results and share analysis of an end-user/borrower survey conducted in May/June 2024. The session will include a mix of industry performance data, relevant economic information, and near-term industry and economic trends. SPEAKERS:JEFF JENSEN MARIAH COUGHLIN CINDY FLECK DAVID NORMANDIN New technological capabilities and rapidly changing customer preferences are causing many companies to rethink their technology strategy. Some are investing more in optimizing current systems, while others are replacing systems altogether. This panel will discuss the implications of these and other important decisions around technology strategy. It will also offer best practices for building an equipment finance platform that meets modern customer and partner expectations. The panel will include perspectives from finance companies who have recently built new systems, those who have updated current software stacks, technology platform providers, and software providers who are updating their product roadmaps. Discussion topics include:
SPEAKERS:NATE GIBBONS, Moderator MARK BLAIS ERIK TYVOLL KRISTIE KOSOBUSKI Climate finance is booming, with billions poised for investment in solutions that will shape the future of our planet. But as the equipment finance industry channels capital into key segments, critical questions remain—especially with upcoming elections that could reshape the landscape. Our panel of experts will explore the political winds and their potential impact on critical legislation like the Inflation Reduction Act (IRA) and key investment and production tax credits (ITC and PTC). Beyond politics, we'll delve into today's most promising opportunities in climate finance. Through real-world transaction examples, panelists will discuss the challenges and successes of financing solar projects, renewable energy and battery storage solutions, and the rapidly evolving market for electric trucks and fleets. Expect lively debates about deal structures, risk factors, and pricing strategies that are driving the market forward. Audience participation is key—get involved by voting on the viability of these transactions through electronic polling. This session will provide a deep dive into the opportunities and friction points shaping the future of climate finance, equipping you with actionable insights to navigate this rapidly changing industry. SPEAKERS:PATRICIA VOORHEES, Moderator JAN BEUKELMAN GAURAV DUBEY HUGH SWANDEL BRIAN DePONTE SPEAKERS:BILL CHOI, Moderator DAVE ROSENTHAL |
3:45 – 5:15 pm | People Power Happy HourGriffin Hall Sponsored by: DLL |
Evening Free for Private Entertaining and Company-Sponsored Receptions |
Tuesday, October 29 | |
7:00 am – 3:00 pm | RegistrationGriffin Foyer |
7:00 am – 12:30 pm | Exhibits & Hub OpenGriffin Hall |
7:00 - 8:15 am | Group BreakfastGriffin Hall |
7:35 – 8:05 am | Hub Experience |
7:35 – 7:45 am | TechTalk -Vero Technologies |
7:45 - 7:50 am | TechTalk - Solifi |
7:55 - 8:05 am | HubTalk - Grit & Career Transitions
Jacob Fahl, KLC Financial |
8:30 - 10:15 am | General SessionLone Star Ballroom President’s Report and Keynote AddressSponsored by: Odessa
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10:15 – 11:00 am | Coffee Break in Exhibit & HubGriffin Hall Coffee cups sponsored by: Channel |
10:20 - 11:00 am | Hub Experience |
10:20 - 10:30 am | HubTalk - The Importance of Giving Back
Nate Gibbons, QuickFi |
10:30 - 10:50 am | HubTalk - Exploring Key Industry Insights and Global Perspectivest
Diane Tate, Australian Finance Industry Association and |
10:50 - 11:00 am | Prize Drawings |
11:15 am – 12:15 pm | Issue Breakout SessionsJoin our tenured industry panelists to discuss their experiences, review the Foundation study’s results, and answer your questions for a lively session. The new Foundation report examines the future landscape of the equipment finance industry, given the various challenges facing both Banks and Independents after several prominent bank failures in the Spring of 2023 effectively altered the competitive landscape. The report's analysis and conclusions reflect the findings from interviews conducted with more than 25 executives from Banks, Independents, and advisory firms. These interviews explored the specific factors impacting their companies today and their expectations for the role of Banks and Independents in the future. The panelists will break down the new reality for Banks and Independents as they navigate this potential “changing of the guards”. SPEAKERS:CHARLES WENDEL, Moderator JEFFRY ELLIOTT BOB NEAGLE VALERIE GERARD This session will discuss:
SPEAKERS:MEHUL MADIA, Moderator DOMINIC LIBERATORE ANDY FISHBURN CHRISTINE BROWN OWEN BABCOCK Our session aims to break away from the norm by offering a fully immersive, practical demonstration of AI applications specifically tailored for the Equipment Finance industry. This session will be a comprehensive "show and tell," focusing on real-life use cases and live demonstrations that showcase how AI is already being effectively utilized within our field. We will steer clear of theoretical discussions and instead provide tangible examples that attendees can relate to and implement in their own operations. SPEAKERS:MOTO TOHDA, Moderator PATRICIO PAZMINO CAMERON KRUEGER MARTIN KLOTZMAN SPEAKER:JILL MCKEAN-BILBY, Moderator HORACIO MENDEZ LUZ URRUTIA |
12:30 – 1:45 pm | Community Buffet LuncheonLone Star Ballroom Sponsored by: Bank of America |
12:30 – 5:00 pm | Exhibit Hall & Hub Tear DownGriffin Hall |
2:00 – 3:00 pm | Issue Breakout SessionsThis session will provide an overview of the factors that have led to economic volatility in 2023 and the effects of that volatility on equipment verticals. The panel will cover construction, agricultural, industrial, material handling, and the transportation sector from both an auction and appraisal point of view. The verticals will be discussed and recapped by an equipment leasing professional who will share the real-world effect of the volatility on the retail side of equipment management and leasing. This session will use real world data produced and aggregated by the panelists. SPEAKER:ALLYSON GALE, Moderator JEFFREY TAFT In today’s rapidly changing business landscape, attracting, retaining, and promoting the right talent is more critical than ever. This session will explore cutting-edge strategies for recruiting top performers, keeping them engaged, and fostering their growth within your organization. Our expert panelists will share insights on navigating the current talent landscape, innovative approaches to recruitment, and the importance of building a strong company culture that encourages retention. We’ll also delve into effective pathways for promoting from within, ensuring that your workforce is not only prepared for today’s challenges but also equipped to thrive in the future. Join us to learn how to "Level Up" your talent management practices and walk away with actionable strategies that will help you build and sustain a high-performing workforce. SPEAKERS:JORDAN REEVE, MODERATOR AMANDA BRUBAKEN, CLFP ERIC BUNNELL, CLFP CRAIG COLLING DONNA YANUZZI Access to information. Increased efficiency. Improved collaboration. All tell-tale signs of advancing technology, and never more applicable than what we are seeing today in AI advancements. Combined with all the possibilities that AI offers, Credit, Analytics, and Sales leaders in the Equipment Finance industry are racing to find ways to leverage AI quickly and effectively before the competition does. At the same time, it’s been recognized that there’s a time and place to leverage AI in order to recognize optimal results. Join our panel of experts as we discuss:
SPEAKERS:KELBY SPRING PATRICIO PAZMINO SCOTT NELSON MICHAEL COHEN DARYN LECY, CLFP Private equity is reshaping the landscape of the equipment finance industry, offering new avenues for growth and innovation. As private equity interest intensifies, traditional bank lenders are pulling back, creating unprecedented opportunities for independent and non-bank providers. This session dives into the reasons behind this surge, from the exit of major players, to the evolving role of private credit. Hear from industry leaders as they share insights on how private equity is building new platforms, investing in infrastructure, and fueling long-term growth in equipment finance. Join this session to gain a competitive edge as a C-suite executive. Discover how to navigate the nuances of private equity partnerships, position your organization for future success, and leverage alternative funding channels to drive innovation and profitability in this dynamic and evolving market. SPEAKERS:BRAD PETERSON, MODERATOR ERIC DUSCH ERIC FREEMAN KYIN LOK RICHARD MATTE STEPHEN WHITE |
2:00 – 3:00 pm | Coffee BreakGriffin Foyer |
5:00 – 8:45 pm | Transportation for Closing Reception and Dinner & After Glow PartyContinuous Service, Every 15 Minutes |
5:30 – 7:30 pm | Closing Reception & Dinner (Off property)“Keep Austin Weird”Inn Cahoots Sponsored by: RTR Services and Equifax |
7:30 – 8:30 pm | After Glow Party (Off property)Inn Cahoots Sponsored by: Assurant |
Hub Schedule | |
Monday, Oct. 28th | |
7:45 – 7:55 am | TechTalk - Kaaj |
7:55 - 8:00 am | TechTalk - Alfa |
10:15 – 10:20 am | TechTalk - Linedata Lending and Leasing |
10:20 - 10:30 am | HubTalk - Why the Equipment Finance Industry Needs Standardized Credit Training
Jim Giaimo, Chief Credit Officer-Commercial Finance |
10:30 - 10:40 am | HubTalk - Using Social Media to Connect
Nick Fong, Chief Marketing Officer & CTO |
1:45 - 1:50 pm | TechTalk - LTi Technology Solutions |
1:55 - 2:05 pm | HubTalk - Investing in Impact: Community Involvement in Equipment Finance
Eric Bunnell, President |
2:10 - 2:20 pm | HubTalk - AI and You: What AI Can Teach Us About Relationships
Hilary Bilbrey, Co-Founder |
Tuesday, Oct. 28th | |
7:35 – 7:45 am | TechTalk - Vero Technologies |
7:45 - 7:50 am | TechTalk - Solifi |
7:55 - 8:05 am | HubTalk - Grit & Career Transitions
Jacob Fahl, KLC Financial |
10:20 - 10:30 am | HubTalk - The Importance of Giving Back
Nate Gibbons, QuickFi |
10:30 - 10:50 am | HubTalk - Exploring Key Industry Insights and Global Perspectivest
Diane Tate, Australian Finance Industry Association and |
10:50 - 11:00 am | Prize Drawings |