ELFA Mobile

Service Provider 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 - 02:00 PM Market Insights

Review the most recently published report from Equifax on Commercial Lending Insights. The report will cover trends in small business originations, delinquencies, and defaults by industry and geographic segments; also incorporating macroeconomic and public policy context.

Kelby Spring, VP Financial Services, Equifax

02:00 PM - 02:50 PM Customer Experience in Equipment Leasing: How to Differentiate Your Service

This session will focus on understanding what equipment finance customers expect today and how to build a service model that delivers real value. We'll also discuss proven approaches to strengthening relationships and boosting customer retention over the long term.

Randy Haug, Executive Vice President, Vice Chairman & Co-Founder, LTi Technology Solutions

02:50 PM - 03:10 PM Break
03:10 PM - 04:00 PM Building Partnerships: Collaborations Between Equipment Lenders and Service Providers

Explore how service providers and equipment lenders can collaborate more effectively to drive portfolio performance. This session will highlight strategies for building strong partnerships in a competitive leasing environment and share practical examples of what successful collaboration looks like.

Adam White, Director, Commercial Risk Solutions, Equifax

* All times are in Eastern Standard Time