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

Independent Best Practices Roundtable

April 09, 2019
Swissôtel Chicago, Chicago, IL

Independent Best Practices Roundtable

April 09, 2019
Swissôtel Chicago, Chicago, IL

Independent Best Practices Roundtable

April 09, 2019

Swissôtel Chicago, Chicago, IL





The Independent 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 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 the attendees of the Bank and Captive and Vendor Finance Roundtables.

Who Should Attend?
The roundtable is open to senior executives of ELFA member independent leasing companies.

BACK BY POPULAR DEMAND!
ELFA Members: Get a $200 discount when you register for both National Funding Conference and a roundtable. To register for the bundle, contact Janet Fianko at
jfianko@elfaonline.org.  

Registration Fees

Price Description Amount
ELFA Member $400.00
Funding and Independent RT Pkg $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 Independent Best Practices Roundtable
View brochure for detailed agenda.  

Available Functions

  Women in Leasing Reception

Speakers

Brian Eschmann CLFP

President
Northland Capital Equipment Finance


Brian joined Trans Lease as President in March 2010 bringing more than 15 years of experience in financial services focused primarily on the transportation industry. Prior to joining Trans Lease, Brian was Vice President, Global Sales for PowerTrack, a division of U.S. Bancorp delivering an automated business-to-business payment solution that processed more than $20B in freight payments annually. Prior to U.S. Bancorp, Brian held numerous management positions within the financial services arm of Schneider National, including building a $100MM commercial lease portfolio of transportation equipment and managing three branch offices for Schneider Finance, a wholly-owned equipment leasing and finance company. Brian holds a BBA from St. Norbert College and an MBA from the University of Chicago Booth School of Business.

Don Hansen

Chief Executive Officer
Regents Capital Corporation



David Lafferty

Vice President
CAN Capital



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.


Ricardo Rios Jr, CFA, CLFP

COO
Commercial Equipment Finance, Inc.


Ricardo “Ricky” Rios is COO of Commercial Equipment Finance, Inc. (“CEFI”), an independent equipment financing and leasing company headquartered in San Juan, Puerto Rico. Ricardo joined CEFI in 2012, having previously worked for Banco Popular of Puerto Rico. Ricardo currently serves as the Independent BCSC Chair and Board Member of Puerto Rico Business Development Corp., a SBA certified development company.

Mark Tomaselli

President and CTO
QuickFi


As President and CTO of Innovation Finance, Mark is responsible for all aspects of product development, QuickFi Platform strategy, and QuickFi mobile app engineering.

Prior to joining Innovation Finance, Mark served as CIO at First American Equipment Finance. He guided the company's technology vision, strategy and execution. Mark is a recognized leader in creating exceptional client experience through the use of progressive technology.

Mark has held senior management positions with Fortune 500 companies, including Sun Microsystems and Frontier Communications. Mark’s insights are sought in both finance and technology. He frequently presents to organizations like Box, Salesforce, Okta, and the ELFA. Mark holds a BS in Information Technology and is an active Box Digital Advisory Board member.


Sponsors

Hotel Reservations for Sleeping Rooms
On-line Reservations!  
For your convenience two hotel room blocks have been arranged for ELFA Best Practices Roundtable
 
Swissôtel Chicago A block of rooms has been reserved for this conference at the Swissôtel 323 E. Wacker Drive, Chicago, IL 60601. A special group rate of $299 single/double (Standard Room) is available for attendees. You can make your hotel reservations on line. Follow these simple instruc­tions:
 
Enter: Arrival and Departure Dates
Click on: Check Availability and rates
Once the reservation is complete, you will receive an instant confirmation number via e-mail (as long as your e-mail address has been entered).
 
Radisson Blu Aqua Hotel, Chicago The Radisson Blu Aqua Hotel, Chicago is located at 221 North Columbus Drive, Chicago, IL 60601, and is directly in front of the Swissôtel. A special group rate of $289 single/double (Standard Room) is available for attendees. To make hotel reservations at the Radisson Blu Aqua Hotel, Chicago please call +1 312 565-5258 or go here: ELFA 2019 National Funding Con-Radisson Blu Aqua, Chicago Available dates at the ELFA rate are between April 5th and April 13th. Promotional Code: ELFA19
 

Swissôtel Chicago
323 East Wacker Drive
Chicago, IL 60601-9722

Get directions