ELFA Mobile

Small Ticket 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 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 - 01:45 PM Welcome
Kayla Perlinger, Chair, Small Ticket Business Council Steering Committee, Vice President, Syndications AP Equipment Financing
01:45 PM - 02:45 PM Succession Planning & Leadership Development: Building the Future of Small Ticket Finance
As the small ticket industry evolves, so does the need for strong leadership and a clear path for future talent. This roundtable will explore effective strategies for succession planning and leadership development within small ticket organizations. Attendees will hear from peers about real-world approaches to identifying emerging leaders, nurturing talent, and ensuring organizational continuity. Join the conversation to share insights, challenges, and best practices for building a resilient leadership pipeline.
02:45 PM - 03:00 PM Break
03:00 PM - 04:00 PM AI & Developing Technologies: Transforming the Small Ticket Landscape
Join us for an engaging roundtable session exploring how artificial intelligence and emerging technologies are reshaping the small ticket equipment finance space. Industry experts from Northteq and Elevex will share insights into practical applications, transformative use cases, and the challenges and opportunities that come with adopting new tech in this segment. Whether you are exploring automation, improving customer experiences, or future-proofing operations, this session will offer valuable takeaways for professionals at all levels.
* All times are in Eastern Standard Time