ELFA Mobile

Captive and Vendor Finance Best Practices Roundtable

June 02, 2025

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 LytlePresident 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 - 02:30 PM Unlocking Economic Insights: Navigating Regulatory Concerns

In today's rapidly evolving financial landscape, Original Equipment Manufacturers (OEMs) and captive finance companies face unprecedented challenges arising from tariffs and supply chain disruptions. This session will explore the intricate relationship between these external pressures and their impact on debt financing and capital market activities. Join us as Melissa Schwab Wright, Partner, Goodwin Procter LLP, leads a discussion on strategies employed by leading firms to manage their existing credit agreements in response to the financial impact of these challenges.   

Attendees will gain valuable insights into: 

  • The ripple effects of tariffs and supply chain interruptions on corporate financial health and strategy. 
  • Best practices for navigating credit agreements in times of crisis. 
  • Trends in capital markets activities amidst the current uncertainty and forecasts for the future. 
02:30 PM - 02:45 PM Break
02:45 PM - 04:30 PM Building a Case for Change: Proven Strategies for Process Improvement
Are you facing challenges advocating for new technology or process improvements in your organization? This session is for you! Explore proven frameworks to build a compelling case for change, backed by real-world case studies showcasing best practices and cost-benefit analyses. Connect with peers as we dive into strategies to champion transformative initiatives, drive efficiency, and fuel growth. Walk away with practical tools to turn pain points into actionable solutions. John Mizzi, Vero Technologies will facilitate this interactive session.
* All times are in Eastern Standard Time