Captive and Vendor Finance Best Practices Roundtable : ELFA

Captive and Vendor Finance Best Practices Roundtable

April 09, 2019

Swissôtel Chicago, Chicago, IL

The Captive and Vendor Finance Best Practices Roundtable is a small, highly-interactive half-day program designed to bring senior executives together for information sharing and critical thinking about the issues facing you each day as leaders of your organization. The roundtable will also provide an unparalleled networking opportunity.

The roundtable will be held from noon-4:30pm on Tuesday, April 9th, immediately preceding the National Funding Conference. It will begin with a joint luncheon with attendees of the Bank and Independent Best Practices Roundtables.

Who Should Attend?

The roundtable is open to senior executives of ELFA member captive and vendor finance companies.

The Captive and Vendor Finance Best Practices Roundtable is sponsored by The Alta Group.

Back by Popular Demand!

ELFA Members: Get a $200 discount when you register for both National Funding Conference and a roundtable. Contact Janet Fianko at jfianko@elfaonline.org.

Registration Fees

Price Description	Amount
Meeting Room Exhibitor and Captives Roundtable	$400.00
Mem - Additional Attendee and Captives Roundtable	$400.00

View cancellation and other policies

Agenda

11:00am-Noon Check-in

Noon-1:30pm General Session and luncheon

The general session and luncheon will be held jointly with the attendees of the Bank, Captive and Vendor Finance and Independent Roundtables.

1:30pm-1:45pm Break

1:45pm-4:30pm Captive and Vendor Finance Best Practices Roundtable

View brochure for detailed agenda.

Available Functions

Women in Leasing Reception

Speakers

John Cooper

Director, NAFTA Financial Services Business Solutions
CNH Industrial Capital LLC

Valerie Gerard

Co-Chief Executive Officer and Strategy & Competitive Alignment Practice Leader
The Alta Group LLC

With more than 15 years of management consulting experience, Valerie serves as a strategic business advisor to clients in the equipment leasing and asset finance industry, guiding them on issues including corporate strategy, disruptive operating models, market entry, operational effectiveness, competitive analytics and capital markets strategies. She brings a unique perspective to help clients anticipate the changes occurring in the industry and adjacent markets. Valerie also is a member of Alta’s Management Committee.

In addition to being a frequent industry speaker, Valerie serves on the Board of Trustees for the Equipment Leasing and Finance Foundation, the Editorial Board for the Journal of Equipment Lease Financing and was a founding member of the Women’s Council for the Equipment Leasing and Finance Association. In 2019, The Monitor named her one of the top 50 women equipment leasing.

Prior to joining Alta, Valerie held senior management roles at CIT, Dow Jones and AT&T Capital. She received a BA from Vassar College and an AMP degree from Harvard Business School.

Troy Graziani

Director of Credit & Customer Experience
Toyota Industries Commercial Finance, Inc.

Thomas Meredith

Chief Commercial Officer and Member of the Executive Board

Vincent Mollica

Head of Capital Markets
Vartana, Inc

Vince Mollica is Managing Director of CIT’s Jacksonville, FL-based Equipment Finance business, providing strategic direction and leadership for its Industrial, Technology, Office Imaging and Lender Finance verticals. Vince joined CIT in 1995 and most recently was Senior Vice President for Business Development and Structured Transactions within the Equipment Finance operation. Prior to this, he held key roles in Vendor Finance, including program management for a number of marquee technology and industrial clients. Earlier in his CIT tenure, Vince supported Corporate Finance functions and additionally held CFO roles across multiple business lines. Prior to joining CIT, he was with Bank of America and Price Waterhouse Coopers. Vince holds a Bachelor of Science in Accounting from Montclair State University.

Deborah Reuben CLFP, DES

CEO & Founder
TomorrowZone

Deborah "Deb" Reuben, CLFP, DES, is CEO and Founder of TomorrowZone, a technology strategy consultancy inspiring fresh ideas and collaborations to shape the future of business. She encourages new thinking to explore the art of the possible through her extensive technical knowledge, equipment finance experience, and passion for challenging the status quo. Her expertise will enhance and broaden your company's products and services and create efficiencies that will produce a competitive advantage for your company.

Her view on digital transformation and future-readiness is radically different with over two decades of innovating, speaking, and most importantly, real-life, in-the-trenches innovation experience in finance and software industries. Deborah appreciates and shares with clients and audiences that digital transformation is less about the digital and more about the people. When it comes to thinking about technology, innovation, and the future, you can choose to act today to shape your future. The best investment you can make is investing in what's between your ears by taking ownership of your personal growth. Everyone, regardless of role, must stay on top of technology and trends to stay ahead of tomorrow.

What surprises most clients is her ability to combine big company thinking and entrepreneurial ideas to create marketplace success. Deb's clients and audiences include companies like PNC, Wells Fargo, DLL Group, Huntington (TCF Bank), Dell, Mitsubishi UFG, Caterpillar, Key Equipment Finance.

She currently serves on the CLFP Foundation Board of Directors and authored The Certified Lease and Finance Professionals' Handbook, 6^th – 9^th editions. She served on ELFA's Board of Directors and is the founder and chair of the ELFA Innovation Advisory Council. In partnership with ELFA, she and her team moderate quarterly industry innovation roundtables for the ELFA to bring forward-thinking insights and fresh ideas to ELFA Members.

Reuben also served on the Monitor Editorial Advisory Board and co-founded the Disrupted+ innovation conference series with Monitor. She is the recipient of both the CLFP Foundation Cindy Spurdle Award of Excellence and the ELFA Michael J. Fleming Distinguished Service Award. Monitor Magazine honored her as one of the 50 Most Powerful Women Leaders in Equipment Finance, named TomorrowZone one of the most innovative companies in the equipment finance ecosystem and honored her as an Industry Disruptor Icon. Learn more at tomorrowzone.io.

Larry Scherzer CLFP

Senior Director
Cisco Systems Capital Corporation

Larry is currently the Senior Director and the global leader of the Cisco Capital’s Strategy and Payment Solutions team. The team’s mission is to align with Cisco’s Partner, Sales and Business Units to design and provide new payment solutions such as;

 Consumption and as a service solutions

 Bundled technology solutions and subscriptions

 Lifecycle selling

Prior to joining Cisco Capital Larry was the Chief Sales Officer and founding member of the SGEF USA, the US equipment finance subsidiary of Société Générale, and General Manager responsible for overseeing The CIT Group’s ownership interest in Dell Financial Services.

Joel Van Vark

Chief Credit Officer, JDF US & CA
John Deere Financial

Joel Van Vark is the Vice President, Global Operating Platforms for John Deere Financial (JDF). He leads JDF’s strategic portfolio and program management, business process excellence, technology enablement, change management and customer quality programs. He is also responsible for JDF’s data management and governance globally. In this role, he brings a vision for leveraging the capabilities of modern technology with robust business processes to enable an exceptional customer and channel experience. This enables JDF to implement common processes that adapt well to various geographies, business capabilities, and increasing requirements from dealers and customers.

Joel graduated from the University of Northern Iowa with a B.A. degree and earned an MBA from the University of Iowa. Joel joined John Deere Financial in 2001 and has held broad management roles including Managing Director, John Deere Bank S.A. in Luxembourg; President, John Deere Credit, Inc. in Burlington, Ontario, Canada; Vice President, Wholesale responsible for Deere’s Wholesale Credit function in the U.S. and Canada; and Vice President, International – based in Singapore where he was responsible for establishing JDF’s businesses in China, India, SE Asia and Sub-Saharan Africa.

Prior to joining John Deere Financial, Joel held a number of positions of increasing responsibility in the financial services industry. Joel held leadership roles with Bank of America, Firstar Corporation (and its predecessors) and CNH Capital, where he was General Manager – Europe, based in Dublin, Ireland.

Joel is on the ELFA Captive & Vendor Finance Business Council Steering Committee.

Greg Vandewalker

Sr. VP IT Channel & Services
GreatAmerica Financial Services

Equipment Leasing and Finance Association - Equipping Business for Success

Captive and Vendor Finance Best Practices Roundtable

Captive and Vendor Finance Best Practices Roundtable

Captive and Vendor Finance Best Practices Roundtable

April 09, 2019

Who Should Attend?

Back by Popular Demand!

Registration Fees

Available Functions

Speakers

John Cooper

Valerie Gerard

Troy Graziani

Thomas Meredith

Vincent Mollica

Deborah Reuben CLFP, DES

Larry Scherzer CLFP

Joel Van Vark

Greg Vandewalker

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