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

Innovation Roundtable

November 21, 2024
Virtual Event, Virtual Event,

Innovation Roundtable

November 21, 2024
Virtual Event, Virtual Event,

Innovation Roundtable

November 21, 2024

Virtual Event, Virtual Event,



November 21, 2024 from 12:00 PM CDT to 2:30 PM CT (Virtual via Zoom)

About Technology Innovation Working Group Roundtables

Our industry is filled with brilliant people who are curious and actively seeking the next breakthrough. How are other industry leaders thinking about innovation in equipment finance? What are the challenges to solve now, and where do we go next?

Our quarterly virtual roundtable sessions are an opportunity to find out what is on the mind of your peers, share ideas, and discover new approaches for tackling your innovation challenges. This session is a community-driven, highly interactive discussion of the latest technology and innovation topics that are top of mind for Equipment Finance leaders.

Who Should Attend?

Our discussions are designed for all innovation-minded equipment finance professionals, from emerging talent to seasoned leaders. If you’re interested in accessing cutting-edge knowledge, engaging diverse voices in the industry innovation discussion, and building your action plan, this event is for you!

Why Attend?

You will engage with senior leaders from ELFA’s Technology Innovation Working Group in a facilitated discussion on the people, process, and technology sides of innovating in a world of continuous and accelerating change.

This Quarter's Topic - AI in Action: Practical Use Cases for Equipment Finance

Join the ELFA Innovation Advisory Council for the Q4 Virtual Innovation Roundtable focused on the practical use cases of AI in equipment finance. Hosted by TomorrowZone, this interactive event is designed for leaders eager to explore relevant applications for how AI is transforming the industry.

In this roundtable, you will:

  • See demos and presentations of practical AI use cases from leading innovators in equipment finance.
  • Engage in facilitated discussions on how AI is driving advancements in areas such as credit risk assessment, customer experience, and operational efficiency.
  • Walk away with actionable takeaways that will help you apply AI for immediate impact in your organization.
Who Should Attend?

This event is tailored for equipment finance leaders at all levels—whether you're actively implementing AI or just beginning to explore its potential. If you're seeking actionable strategies and peer insights to drive innovation and tangible value, this roundtable is for you.

Don’t miss out! Registration will close at 5:00 pm ET on Wednesday, November 20, 2024

Reserve your spot today to gain the tools and knowledge needed to lead AI-powered transformation in your business.

Note: This is a highly engaging interactive session and not a “drive while listening type of event.” To foster open peer to peer sharing, we do not share the recording after the event. Plan to attend from a laptop or desktop in a place where you can fully focus and have audio and video meeting access.

Leadership Welcome by Kelli Nienaber, Executive Chair, Equipment Leasing & Finance Foundation

Featuring members of the ELFA Technology Innovation Working Group:

  • Darpan Saini, App0
  • Martin Klotzman, Ivory Consulting Corporation
  • Moto Tohda, Tokyo Century (USA) Inc.
  • Deborah Reuben, TomorrowZone

Guest Presenters:

  • Ankit Jain, Siemens Financial Services, Inc.
  • Jennica Burgh, TomorrowZone

Registration Fees

Price Description Amount
Attendee (Member) $395.00
Attendee (Non Member) $495.00
Innovation Advisory Council Members $0.00

View cancellation and other policies

Agenda:
  • Welcome from ELFA Leadership
  • Brief presentation to set the stage for our interactive discussions
  • Presentations and demos of practical ai applications for equipment finance
  • Facilitated roundtable discussions
  • Recap, takeaways, and close

One five-minute break will occur toward the middle of the program.

Available Functions

Speakers

Jennica Burgh


TomorrowZone



Ankit Jain

Head of Reporting and Data Analytics
Siemens Financial Services, Inc.



Martin Klotzman CLFP

Director of Marketing and Operations


Martin Klotzman is the Director of Marketing and Operations at Ivory Consulting Corporation. He has digitized the company’s marketing strategy and approach by implementing automation systems and recreating the company’s vast marketing collateral repository.?Recently, he now leads the initiative to explore implementing AI into Ivory’s operations enabling employees to focus on more strategic tasks. 

Klotzman earned his Certified Lease & Finance Professional designation and has volunteered on various ELFA committees for the Equipment Leasing and Finance Association since joining the equipment finance industry in 2014. He is a founding member and served as the 2022 chair of ELFA’s Emerging Talent Advisory Council.?He currently serves on the ELFA Innovation Advisory Council and was recently elected to join the Equipment Leasing & Finance Foundation Board of Trustees.


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, 6th – 9th 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.


Darpan Saini

Co-Founder & CEO
App0 Inc


Darpan is the founder & CEO of App0, an AI platform that enables financial services to acquire more customers, close deals faster and provide excellent customer support

Darpan also co-founded Cloud Lending Solutions, which automated lending operations for global banks and fintechs such as American Express, and Rabo Bank among others. He is passionate about providing simple user experiences powered by complex underlying technology. He is a Carnegie Mellon alum.

Motofumi Tohda CLFP

Vice President / Information Systems
Tokyo Century (USA) Inc.


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