Emergence2022

July 14, 2022

Key Equipment Finance, Superior, CO

REGISTRATION FOR EMERGENCE2022 IS NOW CLOSED. If you would like to attend, please contact Alexa Carnibella at acarnibella@elfanline.org.

THINK, ACT AND EMPOWER LIKE A LEADER

What is Emergence?

Now in its 4th year and brought to you by the Emerging Talent Advisory Council (ETAC), Emergence2022 is a one-day leadership program for emerging talent from ELFA member companies.

Why should I send my emerging leaders to Emergence2022?

First and foremost, this is a leadership program designed specifically for emerging talent in the equipment finance industry. Sessions, discussions, activities and take-aways empower attendees with the leadership skills necessary to excel in equipment finance.

Plus, your employees are your greatest assets - provide them with the leadership skills they need to help your company continue to thrive. Investing in your rising leaders shows them that you value their contribution and future within your organization.

Who Should Attend?

Attendees should be those who have the ability and desire to lead, grow and make a positive impact on others. These are individuals considered to be high-potential future leaders in their respective organizations and the industry.

Registration Fee

The registration fee is $500. Attendees of Emergence2022 are welcome to attend the Emerging Talent Networking Event the evening of July 14th. Space is limited to 75 and 3 attendees per company. Registration closes on July 1st.

Here's what past attendees had to say!

“Simply, I want to say, thank you! This really helped me. Being surrounded by passionate people in my industry, sparked a fire within me. And for that, I will always be grateful.”

“I am so glad I had the opportunity to participate, and I know I will utilize the materials from this event in my work and personal life.”

“I feel really fortunate to be part of such a great group and I look forward to participating in more Emerging Talent and ELFA events.”

Questions?

Contact Alexa Carnibella at acarnibella@elfaonline.org

Sponsored by Key Equipment Finance

Registration Fees

Price Description	Amount
ELFA Member	$500.00
ETAC Member	$400.00
Non member	$1000.00
Speaker	$0.00

View cancellation and other policies

Agenda

Thursday, July 14, 2022

8:00 am Welcome, Intro & Purpose of Event

Adam Warner

President, Key Equipment Finance

Martin Klotzman, Chair, Emerging Talent Advisory Council

Sr. Manager Marketing and Product Management

Ivory Consulting Corporation

8:15 – 8:30 am Pierre Quinn - A LEADER'S COURAGE

8:30 – 9:45 am Ask a Leader Panel and Q&A

Facilitated by: Pierre Quinn, Emerging Leadership Speaker

Panelists:

Tony Cracchiolo, President, U.S. Bank

James Cress, Vice President & General Manager, Flex Financial

Amy Gestal, Director - Vendor Finance, Huntington Technology Finance

Kris Snow, President, Cisco Systems Capital Corporation

Adam Warner, President, Key Equipment Finance

9:45 – 10:00 am Refreshment Break

Sponsored by

10:00 – 11:15 am Difficult Discussions – Where’s the Playbook?

For leaders, difficult discussions present themselves in various forms, often with dynamic and changing audiences. Successful navigation of these conversations is critical in order to maintain trust and confidence in our ongoing relationships, while continuing to lead and maintain progress particularly when there is resistance. This talk will explore the importance of mindset around these discussions, techniques to assist in getting them back on track, as well as provide best practices in effectively reframing the conversation or staying the course to ensure productive results.

Speaker:

Tina Cartwright, CLFP

SVP Information Technology and Operations, Equipment Finance

U.S. Bank

11:15 – 11:30 am Pierre Quinn – A LEADER'S AWARENESS

11:30 – 12:30 pm Q3 U.S. Economic Outlook

Speaker:

Jeff Jensen

Vice President

Keybridge Research, LLC

12:30 – 1:30 pm Networking Lunch

Sponsored by

1:30 – 1:45 pm Pierre Quinn - A LEADER'S RESILIENCE

1:45 – 2:45 pm Navigating Uncertainty and Change in the Workplace

Facilitated by: Pierre Quinn

Panelists:

Eric Cable, Director-Lender Finance and Capital Markets, CIT

Nancy Robles, Chief Operating Officer/Compliance Officer, Eastern Funding LLC

Matt Vazzana, CLFP, National Account Executive, Huntington Technology Finance

2:45 – 3:00 pm Refreshment Break

Sponsored by

3:00 – 3:15 pm Pierre Quinn - A LEADER'S EXECUTION

3:15 – 4:45 pm Putting It All Together

Facilitated by: Pierre Quinn

Practice executing with CARE*. Working in teams, you will work through real-life scenarios by using the day’s learning to create actionable plans. You and your team will have an opportunity to present your proposed solution and field questions from the audience. Think of this as prep for the meetings you’ll be attending and leading now and in the future: presenting and answering questions on the spot.

4:45 – 5:00 pm Wrap Up, Closing Comments / What Next?

Pierre Quinn and

Martin Klotzman

Chairman, Emerging Talent Advisory Council

Sr. Manager Marketing and Product Management

Ivory Consulting Corporation

Emergence2022 is hosted and sponsored by Key Equipment Finance.

6:00 – 7:30 pm Networking Event, Omni Interlocken

Available Functions

	What functional area do you represent?
	What kind of contributor are you?
	Do you consider yourself to be...(include yrs. of experience)
	Emergence2022 networking event

Speakers

Eric Cable

Director - Lender Finance and Capital Markets
First Citizens Bank Equipment Finance

Eric is Director of Lender Finance & Capital Markets at CIT. With over 15 years of experience in the equipment finance industry, he has also held positions at Caterpillar Financial, CIT Bank and is a member of the ELFA Emerging Talent Advisory Council (ETAC). Eric earned his Bachelor's Degree in Finance from the University of Illinois Chicago and holds an MBA.

Eric volunteers in his community and was recognized as a Community All Star by the Dayton Tortugas (Minor League affiliate of the Cincinnati Reds) for his work with the Miracle League.

Tina Cartwright CLFP

SVP Information Technology and Operations, Equipment Finance
U.S. Bank

Tina Cartwright is a Senior Vice President of US Bank and is responsible for Equipment Finance Information Technology Strategies, Security, Project Management, Facility Operations, Source Integration and Professional Development Programs. She began her career in January of 1997 with Lyon Financial, a small ticket leasing company. Lyon Financial was later acquired by US Bank in September of 2000.

Throughout her career, she has held a variety of positions within the organization working for both the Equipment Finance lines of business, as well as the Technology and Operations teams. Her responsibilities have included Credit Analyst, Credit Manager, Business System Analyst, Project Manager and most recently Director of Information Technology and Operations.

Anthony Cracchiolo

President & CEO
U.S. Bank

Anthony Cracchiolo is a 35-year veteran of the financial industry. Mr. Cracchiolo joined U.S. Bank Equipment Finance in March 2007. He leads and oversees all operations of U.S. Bank Equipment Finance, which is composed of nine business units, delivering products and services through both direct and vendor channels. The direct businesses include: capital equipment, small business, technology finance, government leasing and finance. The vendor channel businesses include office equipment vendor services; healthcare vendor services; manufacturing vendor services; and technology vendor services as well as the division's syndications group.

Previous to joining U.S. Bank, he held the position of Managing Director of CitiCapital Vendor Finance for Business Technology. Mr. Cracchiolo holds a bachelor's degree in management science, computer science and mathematics from City University of New York and a master's degree in computer science from New York Institute of Technology. He is also a graduate of the University of Michigan Executive Program and has served on the board of directors of the Equipment Leasing and Finance Association since 2010 and the development committee of New York City's YMCA since 2012.

James Cress

Vice President & General Manager
Stryker Flex Financial

James is the Vice President and General Manager of Stryker’s captive finance arm, Flex Financial. He joined the company in 2008 and is responsible for delivering financial solutions that make it easier for Stryker’s customers to reach their clinical and financial goals. Previously, James was Senior Vice President and Vendor Business Unit Director for eight years at National City Commercial Capital and he spent several years as a Vice President in Small Business Banking at US Bank.

James has been an active member of ELFA since 2000 and has served as a Director on its board. He is currently serving as Vice Chair and is the current board liaison to the Emerging Talent Advisory Committee. He has previously served as LeasePAC Chair, regularly attends Capitol Connections, and has been a member of the Captive and Vendor Finance Business Council Steering Committee, Women’s Council, and provided ELFA Guest Lectures at Michigan State University.

James holds a bachelor’s degree in economics and a master’s in executive leadership and organizational change from Northern Kentucky University.

Amy Gestal

Director, Vendor Finance
Huntington Technology Finance

Amy lives in Boulder, Colorado with her wife and three young children. She is a die-hard Cleveland sports fan! Amy graduated from Kenyon College with a B.A. in Political Science. She enjoys her daily bicycle commute to work and spending time with her very energetic family.

Professional

Huntington Technology Finance
2018-Present
Amy manages the technology vendor business, overseeing the sales team, developing new programs and structuring deals. Amy built Huntington’s vendor program and continues to support its growth.

Key Equipment Finance
2006-2017
Amy had a variety of roles in business development, sales, credit and operations in the direct and vendor finance groups. Amy also spent time in leveraged finance within the bank’s investment banking division.

Community Involvement
ELFA Bank Business Council Steering Committee Member
Safehouse Progressive Alliance for Nonviolence Board Member
University of Colorado School of Business Mentor
Kenyon College Career Development Mentor

Jeff Jensen

Vice President
Keybridge Research, LLC

Jeff Jensen is a Vice President at Keybridge, where he serves as an economic and policy advisor for small businesses, industry associations, and government agencies. Jeff has 15 years of experience applying economics, data analytics, and program evaluation techniques to a wide range of public policy issues, including macroeconomic policy, federal regulatory policy, environmental policy, immigration, flood insurance and hazard mitigation, equipment finance, and credit and debit card markets.

Before joining Keybridge, Jeff spent 4 years at the U.S. Government Accountability Office, where he specialized in transportation security and related homeland security issues.

Jeff holds a Bachelor’s degree in Economics from Carleton College and Master’s degrees in Public Policy and Environmental Management from Duke University.

Martin Klotzman CLFP

Director of Marketing and Operations
Ivory Consulting Corporation

Martin is Senior Manager Marketing and Product Management at Ivory Consulting Corporation. His focus includes creating and leading all organizational marketing efforts, and developing strategies to maximize Ivory’s internal operational fluidity by leveraging Salesforce's platform. He is Chair of the Equipment Leasing and Finance Association's "Emerging Talent Advisory Council," where his focus is on educating and attracting new talent to the industry.

Prior to joining Ivory, he co-founded the San Francisco based concert production company, Our House Records, where he served as CFO. Martin received an MBA with an emphasis in Sustainable Business from San Francisco State University and B.S. in Finance from San Francisco State University. He also graduated from Bloc's full-stack web development bootcamp.

Ralph Petta

Ralph Petta is the President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 550+ member organizations in the $1 trillion equipment finance sector. Mr. Petta leads the organization in executing its mission to foster business development, deliver industry information and analysis, provide educational opportunities and advocate for the industry. He is also President of the Equipment Leasing & Finance Foundation, which is dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry.

Mr. Petta, an authority in the business of equipment finance, has been with the association since 1987. Before assuming the role of President and CEO in January 2016, he served as Chief Operating Officer for six years, providing coordination, direction and oversight of ELFA programs and services designed to add value to the association's member organizations. Prior to that, he served as Interim President. From 1987 to 2010 he was Vice President-Research & Industry Services, managing ELFA's information, benchmarking and market research initiatives. Throughout his career at ELFA, Mr. Petta has assumed leadership roles in virtually all functional areas within the organization, including governance, membership marketing, communications, business and professional development, state advocacy and the association's affiliated Foundation.

He is often quoted in industry trade publications and is a frequent speaker about the role of equipment finance in the U.S. economy and trends and developments in the equipment finance sector.

Mr. Petta is a member of the American Society of Association Executives (ASAE), as well as ASAE's Key Industry Association Committee (KIAC). He completed the ASAE/University of Maryland College of Business and Management executive development certificate program in association management. He also was selected for and participated in the ASAE Future Leaders Conference. Mr. Petta is a member of the Exchequer Club of Washington, DC.

Before joining ELFA, Mr. Petta worked for nine years in the office of United States Senator Sam Nunn, serving in a variety of professional capacities. He was Senator Nunn's legislative assistant when he left to join the association. Mr. Petta graduated from Syracuse University, earning a B.A. degree in political science.

Pierre Quinn

Motivational Speaker

Pierre Quinn is on a mission to help people from all walks of life harness the courage to live, learn, and lead with confidence. Pierre is the author of Leading While Green: How Emerging Leaders Can Ripen Into Effective Leaders and Leading While Scared: How To Find The Courage To Keep Going.

Today as founder of The Cardell Group he travels the country speaking to leaders at conferences, conventions, retreats, and training sessions.

While Pierre does love motivating, challenging, and inspiring leaders, he loves his wife and two daughters even more. He and his family live in the Washington Metropolitan Area.

Nancy Robles

President
Eastern Funding LLC

Nancy Robles is Chief Operating Officer of Eastern Funding LLC where she is responsible for all of the company’s day-to-day operational and administrative functions.

Nancy joined Eastern Funding in 2005 from Fleet Healthcare Capital Leasing/Bank of America. During her tenure at Eastern Funding, she has managed the company’s operations functions including credit, compliance, documentation, funding, loan servicing, legal and work-out, and human resources.

Outside of Eastern Funding, she serves on the board of the Berkeley College Scholarship Foundation, The Coin Laundry Association Diversity and Inclusion Committee, the Berkeley College MBA and Legal Studies Committees.

Nancy has been recognized by Monitor Magazine as a Top Woman in Equipment Finance for 2020. She has also been featured in Hispanic Executive Magazine.

Kris Snow

Kristine (Kris) A. Snow has more than two decades of commercial leasing and finance experience. In 2009, she joined Cisco Systems Capital Corporation, a wholly owned subsidiary of Cisco Systems, Inc. As President, she leads the company's global captive finance and certified remanufactured equipment businesses. Kris previously served as President of Global Vendor Finance at CIT Group.

Kris is currently serving as the Chairman of the Board at ELFA. During her tenure, Kris has been an active participant serving on the Board of Directors from 2008-2011 and returned to the Board in 2017. In addition to her current position on the Board, she is a member of ELFA's Executive, Nominating and Personnel Committees. Previously, she served as Chair of the Captive and Vendor Finance Business Council Steering Committee. She has also served as a participant in the Equipment Leasing & Finance Foundation's Industry Future Council and a contributor to previous “State of the Equipment Finance Industry” reports.

Outside of ELFA, Kris has been involved in numerous civic and community organizations. She serves on the Gonzaga University Board of Trustees and is Board Member Emeritus for St. Mary's College School of Economics and Business Administration. She was honored by the Computer Reseller News 2019 Women of the Channel list, received the Silicon Valley Business Journal's Women of Influence award, and the YWCA Tribute to Women Award for the Silicon Valley.

Kris holds a Bachelor of Science degree in Mechanical Engineering from Gonzaga University and a Master of Business Administration from St. Mary's College of California.

Matthew Vazzana CLFP

National Account Executive
Huntington Technology Finance

Matt is currently a National Account Executive at Huntington Technology Finance. He joined the Equipment Finance industry more than 10 years ago and has enjoyed serving customers in various roles including sales, operations, and program management. In his current role, he is responsible for developing and managing financing programs for OEMs, distributors, and national VARs within the technology space.

Matt consistently ranks in the top tier of sales performers at Huntington. He is a two-time Gold Sales Achievement winner and earned Top Vendor Sales Rep in 2021. He is also a member of the ELFA's Emerging Talent Advisory Council (ETAC).

Adam Warner

Adam D. Warner is president of Key Equipment Finance. In this role, he is responsible for all of Key Equipment Finance’s commercial and bank-based equipment lease and finance efforts; as well as equipment finance programs for technology, energy, healthcare, industrial and government vertical market segments. He is also responsible for overseeing the equipment finance programs for all of the company’s vendor customers, including equipment manufacturers and distributors in the U.S. and Canada; and for the company’s advisory and distribution services unit.

Prior to being named president in 2007, Warner served as president and chief operating officer of Key Equipment Finance’s commercial leasing services business. He joined Key Equipment Finance to oversee the express leasing services business in 2001.

Before joining Key Equipment Finance, Warner worked as senior vice president of sales and marketing at Mellon Leasing Corporation, where he had worked since 1988. Prior to that position, he was vice president and chief operating officer. He also held the position of operations manager at McDonnell Douglas Finance Corp. from 1985-1988.

Warner is a former Chairman of the Equipment Leasing and Finance Association’s board of directors and executive committee. He is also on the Advisory Board for Food for Thought – Denver and is a member of the Leeds School of Business Board of Alumni and Friends at the University of Colorado Boulder.

Equipment Leasing and Finance Association - Equipping Business for Success

Emergence2022

Emergence2022

Emergence2022

July 14, 2022

Registration Fees

Agenda

Available Functions

Speakers

Eric Cable

Tina Cartwright CLFP

Anthony Cracchiolo

James Cress

Amy Gestal

Jeff Jensen

Martin Klotzman CLFP

Ralph Petta

Pierre Quinn

Nancy Robles

Kris Snow

Matthew Vazzana CLFP

Adam Warner

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