ELFA Mobile

Bank Best Practices Roundtable

June 02, 2025

The Royal Sonesta Washington DC Capitol Hill, Washington, DC

Monday, June 02

11:00 AM - 12:00 PM Check-In
12:00 PM - 01:15 PM General Session and Luncheon

Held jointly with the attendees of the Bank, Captive and Vendor Finance, Independent, Service Provider and Small Ticket Roundtables.

Leigh Lytle, President and CEO, Equipment Leasing and Finance Association

Keynote speaker:
Jason Turner, Chief Investment Strategist, Great Lakes Advisors, a Wintrust Wealth Management Company

01:15 PM - 01:30 PM Break
01:30 PM - 01:35 PM Welcome
Eric Bunnell, Chair, Bank Business Council Steering Committee, President, Arvest Equipment Finance
01:35 PM - 02:30 PM Session 1: Capitol Hill Update: What Bank Leaders Should Know Now

Join us for an in-depth fireside chat featuring Jae Jang, Senior Policy Advisor to Congressman French Hill (AR-02), Chair of the House Financial Services Committee, alongside ELFA's Andy Fishburn and ELFA Bank BCSC Chair, Eric Bunnell. This timely discussion will provide a behind-the-scenes look at the latest legislative and regulatory developments out of Washington and their implications for banks and the broader financial services sector. Gain valuable insight into emerging policy priorities, the direction of congressional oversight, and what your institution should be watching in the months ahead.

Eric Bunnell, Chair, Bank Business Council Steering Committee, President, Arvest Equipment Finance
Andy Fishburn, Senior Vice President of Public Policy, ELFA
Jae Jang, Senior Policy Advisor to Congressman French Hill (AR-02), U.S. House of Representatives

02:30 PM - 02:45 PM Break
02:45 PM - 04:00 PM Session 2: AI in Banking: Challenges, Considerations, and What's Next

Artificial intelligence holds tremendous promise for the banking industry—but implementation has proven complex—largely due to data security, compliance, and integration concerns. This panel will explore key considerations financial institutions must weigh before implementing AI. Panelists will also highlight emerging AI technologies shaping the future of financial services.

Moderator: Chelsey Barron, Senior Vice President, LEAF Commercial Capital Inc.

Panelists:
Alberto Rossi, PhD, Hachigian Family Professor of Finance, McDonough School of Business Director, AI, Analytics and Future of Work Initiative, Georgetown University
Gaurav Shukla, Senior Manager, Deloitte
Shelly Tauer, CLFP, SVP, Head of EF Product Management & Strategic Initiatives, U.S. Bank
Bill Verhelle, CEO, QuickFi

04:00 PM - 04:15 PM Wrap-up & Closing Comments
* All times are in Eastern Standard Time