07:00 AM
- 06:30 PM |
Registration Open
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07:30 AM
- 08:30 AM |
Continental Breakfast & Exhibits Open
Start your morning with a bite to eat and connect with our fantastic exhibitors. All attendees are welcome.
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07:30 AM
- 08:30 AM |
Senior Management Breakfast
By Invitation Only
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08:30 AM
- 10:00 AM |
KEYNOTE PRESENTATION
Welcome Remarks Dana Pace, Senior Vice President, Director of Operations & Asset Resolution, PNC Equipment Finance, Credit and Collections Committee Chair
Presentation By James Cress, Vice President & General Manager, Flex Financial, Stryker, ELFA Board Chair Keynote Presentation: 2025 Economic Outlook Beth Ann Bovino, Chief Economist, U.S. Bank Beth Ann Bovino is the Chief Economist at U.S. Bank, where she leads economic research that supports both the bank's operations and its clients. Recognized by The Wall Street Journal as a top U.S. economic forecaster, she is known for her insightful analysis of job markets, interest rates, and household spending. Passionate about the human side of economics, Bovino has published research on income inequality and childcare accessibility, and was inducted into the YWCA Academy of Women Leaders in 2018. Hybrid Session – In-person and Virtual
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10:00 AM
- 10:20 AM |
Break
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10:20 AM
- 11:20 AM |
GENERAL SESSION - Practical Artificial Intelligence
Artificial intelligence (AI) use in equipment financing is growing every day and will become more prevalent in the near term. This session will focus on using Artificial Intelligence in conjunction with automation and other tools to support your business activities. Using AI strategically to remove repetitive non-value-added tasks, improve information gathering, know your customer, manage your customer, contracts, and collateral, and to a lesser or greater extent, help with almost all aspects of lending. In the end, using AI to allow your organization to focus on the true value-added activities. This session is intended to provide a guide and framework to identify areas in your business where A.I. might be of value today.
Jim Tobin, Director Retail Credit, VFS US, Volvo Financial Services
Thomas Ware, President, Tom Ware Advisory Services, LLC
Scott Killian, Global Director Data, Volvo Financial Services
David Trost, Director of Product, Northteq Hybrid Session – In-person and Virtual
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11:20 AM
- 12:45 PM |
Hosted Luncheon
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12:45 PM
- 02:30 PM |
CONCURRENT SESSION - Recover, Settle or Sue
Join your industry peers discussing real fact case scenarios after default has occurred by the debtor. Expect to have lively roundtable discussions analyzing the various factors leading to your decision to recover the equipment, settle the obligation or sue for the balance owing or replevin of equipment. The fact patterns will encompass small, medium and large ticket finance problems after default in order to spark dialogue on the importance of weighing some factors over others.
Ian Campbell, SVP / Director of Operations, Asset Compliant Solutions (ACS)
Robert Fagan, Senior Vice President of Managed Assets, Wintrust Specialty Finance
Daniel Goderis, Director, Portfolio Management, GreatAmerica Financial Services
Jackie Kirk, VP Collections & Customer Care, Western Equipment Finance
Dana Pace, Senior Vice President, Director of Operations & Asset Resolution, PNC Equipment Finance
Martina Rider Porter, Partner, Hemar, Rousso & Heald, LLP
James St. Clair, Director of Legal and Loss Recovery, Crossroads Equipment Lease & Finance LLC
Jonathan Watt, Senior Vice President Asset Management, PNC Equipment Finance
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12:45 PM
- 02:30 PM |
CONCURRENT SESSION - How Would You Do the Deal?
In this interactive session, participants will engage in roundtable discussions on several small, middle, and large ticket equipment finance transactions. These case studies will highlight specific industries and circumstances that are occurring in the equipment finance market today. Session attendees will identify the key risks and mitigants in underwriting the transactions, and spark conversations regarding credit quality, transaction structure, documentation requirements, and workout strategies. Moderators will guide the discussions and introduce a variety of scenarios that highlight additional considerations that could impact the process and results. Come prepared to roll up your sleeves and contribute to the discussion!
Christine Holguin, EVP, Head of Credit and Operations, CCA Financial, LLC
Scott McCann, Senior Credit Officer, Pinnacle Financial Partners, Inc.
Tyler Meyerriecks, Director of Credit, JB&B Capital
Jim Tobin, Director Retail Credit, VFS US, Volvo Financial Services
Rob Vickery, SVP - Regional Credit Officer, Huntington Bank Equipment Finance
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02:30 PM
- 02:45 PM |
Break
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02:45 PM
- 03:45 PM |
GENERAL SESSION - Verticals
Patrick Moore, Vice President, Commercial Credit Analytics and Consulting, Equifax
Dana Pace, Senior Vice President, Director of Operations & Asset Resolution, PNC Equipment Finance
Jim Tobin, Director Retail Credit, VFS US, Volvo Financial Services
Jonathan Watt, Senior Vice President Asset Management, PNC Equipment Finance Hybrid Session – In-person and Virtual
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03:45 PM
- 04:00 PM |
Break
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04:00 PM
- 05:00 PM |
Non-Bank Roundtable: Challenges in these turbulent waters of leasing
Along with their Bank Brethren, Independent and Captive Leasing companies face many challenges and opportunities as the economic cycle continues its chaotic path. Join us and your industry peers to dissect the hot topics you want to discuss, such as new state disclosure requirements, technologies, credit quality, Bank/Non-Bank differentiators, and other issues facing non-bank leasing companies.
Daniel Goderis, Director, Portfolio Management, GreatAmerica Financial Services
Christine Holguin, EVP, Head of Credit and Operations, CCA Financial, LLC
Jim Tobin, Director Retail Credit, VFS US, Volvo Financial Services
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04:00 PM
- 05:00 PM |
Bank Roundtable: Hot Topics In the Changing Banking Environment
This interactive session will allow attendees to discuss pertinent financing industry issues impacting Bank leasing companies. We welcome all those working at or with banks, no matter the size or product. Scott McCann, Senior Credit Officer, Pinnacle Financial Partners, Inc.
Michael Mount, SVP, Credit Executive, U.S. Bank
Sarah Palmer, Head of Credit, AML and Commercial Finance, DLL
Rob Vickery, SVP - Regional Credit Officer, Huntington Bank Equipment Finance
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05:00 PM
- 06:30 PM |
Hosted Reception & Exhibits Open
Close out the day with a reception and discuss all the fantastic sessions you attended with your fellow conference attendees and exhibitors. All attendees are welcome.
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