ELFA - Equipment Leasing and Finance Association - Equipping Business for Success

Captive and Vendor Finance Best Practices Roundtable

April 12, 2022
The Palmer House Hilton, Chicago, IL

Captive and Vendor Finance Best Practices Roundtable

April 12, 2022
The Palmer House Hilton, Chicago, IL

Captive and Vendor Finance Best Practices Roundtable

April 12, 2022

The Palmer House Hilton, Chicago, IL



The Captive and Vendor Finance Ticket Best Practices Roundtable is a small, highly-interactive half-day program designed to bring together the leaders of captive and vendor finance companies for information sharing and critical thinking about issues facing them every day as leaders of their organizations.

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

Who Should Attend?

The roundtable is open to senior executives of ELFA member Captive and Vendor Finance leasing companies.

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


Registration Fees

Price Description Amount
1st Person Attendee and Captives Roundtable $410.00
2nd Person Exhibitor & Captives Roundtable $210.00
Additional Funding Exhibitor & Captives Roundtable $410.00
Committee Attendee and Captives Roundtable $410.00
Double Booth Exhibitor and Captives Roundtable $410.00
ELFA Member $410.00
Funding Booth Exh and Captives Rouundtable $410.00
Guest $0.00
Mem - Additional Attendee and Captives Roundtable $410.00
Suite Only Exhibitor and Captives Rtble $410.00
Suite with Booth Exhibitor and Captives Rtble $410.00

View cancellation and other policies

11:00am-Noon
Roundtable registration

Noon-1:30pm
Joint luncheon and General Session


Welcome, Ralph Petta, ELFA President & CEO
Top 10 Equipment Acquisition Trends for 2022, Mike DiCecco, Chair, ELFA Board of Directors and Executive Managing Director, Huntington Asset Finance
U.S. Economic Outlook, Barry Ripes, SVP, Financial Services Leader, Equifax  
 
1:30-1:45pm
Break

1:45-4:30pm
Captive and Vendor Finance Best Practices Roundtable   
 
The roundtable will be focused on Managed Services, with a panel of captive finance companies and their OEM partners, with representation from Healthcare, Heavy Equipment, and Tech.  We will discuss the scope of products affecting their respective industries, the critical capabilities required to be successful, and the OEM and Captives’ perspectives on how they manage the responsibilities to deliver these solutions.  We will engage the participants in an active discussion in this critical changing landscape.

Available Functions

  Women in Leasing Reception

Speakers

Richard Bettenhausen

Director, Strategic Engagement Team
Cisco Systems Capital Corporation



Joe Leonard CLFP

CEO
Oakmont Capital Services



Michael Maple

Senior Director, Sales Acceleration and Execution
Cisco Systems Capital Corporation



Jennifer Martin CLFP

Chief Product Officer
LTi Technology Solutions


Jen Martin is the Chief Product Officer at LTi Technology Solutions. In her role as CPO Jen leads the Product and Client Success teams. Jen is responsible for managing LTi's investment in new product and technologies, providing value added solutions to critical customer and market problems.

Jen Martin has been in the equipment finance industry and was at Key Equipment Finance (KEF) for 28 years. She has held many roles over that time including Operations Manager for various support/client service areas and Originations teams, Technology Project Manager, Technology product owner and Quality assurance manager. In 2019, she led the team that implemented ASPIRE and was a lead on the team that upgraded KEF’s end to end technology stack. Most recently, Jen Martin was part of the Key Equipment Finance senior leadership team, responsible for the successful execution of KEF’s technology roadmap, aligning technology tools with the needs of Key Equipment Finance’s clients and employees. Additionally, Jen led a sales enablement team that enables KEF’s growth success through data driven strategic modeling, problem solving, helping market Key’s capabilities and exceeding client expectations through the implementation of innovative technology tools.

Jen Martin is also a founding member of the ELFA Women’s council, immediate past chair for the ELFA Operations and Technology Committee/Conference, a member of the Monitor’s Editorial Board and is part of the ELFA’s Innovation Advisory council.

Steven Norman

Manager II - Automated Solutions



Jayma Sandquist

Chief Marketing Officer, SVP JDF US & CA
John Deere Financial


Jayma Sandquist brings 34 years of industry experience to her current role as SVP and Chief Marketing Officer at John Deere Financial (JDF), a role she has held since June 2020. In this capacity, she holds global responsibilities for spearheading the marketing function at JDF. Her pivotal role encompasses leading the marketing, sales, and customer management teams in the US and Canada and having profit and loss accountability for the region. Jayma's responsibilities include overall management, driving new business generation, and ensuring robust financial performance.

Jayma's journey with John Deere began in 2002 when she assumed the role of Operations Manager for John Deere iVESTA, a unit that laid the technological ground work for the crop-input financing business. Over the years, she has taken on various roles in JDF in marketing, sales, product, and operations functions.

Jayma holds a bachelor's degree in mathematics and computer science from Northwest Missouri State University. She is a wife of 35 years, mother to 4 adult sons (and daughter-in-laws), and grandmother to 3. Additionally, she serves as a member of the Equipment Leasing and Finance Association Board of Directors.

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.
 

Mark Thompson

Chief Risk Officer
Toyota Industries Commercial Finance, Inc.



Sponsors

Hotel Reservations at Hilton Palmer House    
 
A block of rooms is being held for attendees of the Best Practices Roundtables at the Hilton Palmer House in Chicago, located at 17 E Monroe St, Chicago, IL. A special conference rate of $235 plus tax, single/double occupancy, is offered to attendees. Check in time is 3:00pm, and check-out time is 11:00am.

Make Hotel Reservations Online: We strongly encourage you to make your hotel reservations online. Please use this link:
https://book.passkey.com/go/AnnualNationalFunding22.
 
If you prefer to make your reservations by phone, please call Reservations at (312) 726-7500, provide your arrival and departure dates and mention ELFA Room Block in order to receive the ELFA group rate.
   
   
Getting There
The Hilton Palmer House is located in the popular theatre and financial district of Chicagoland. Approximately 18 miles from Chicago-O'Hare International Airport, 11 miles from Chicago Midway Airport.

Parking
If renting a car, the Hilton Palmer House has valet parking and self-parking from $47 per day.

Visiting by Metro
-When taking public trans­portation from O'Hare International Airport, take the Blue Line train to Monroe/Dearborn stop. Take Monroe east to the hotel. The Palmer House is on the south side of the street. From Midway Airport, take the Orange Line from Midway to downtown. Get off at the Adams/Wabash stop. The Palmer House is located on the west side of Wabash Avenue.
 
For additional transportation information, please visit the hotel website at https://www.hilton.com/en/hotels/chiphhh-palmer-house/hotel-location/.       

The Palmer House Hilton
17 East Monroe Street
Chicago, IL 60603

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