Independent Best Practices Roundtable : ELFA

Independent Best Practices Roundtable

March 14, 2023

The Palmer House Hilton, Chicago, IL

Registration for the Roundtable is now closed. To register, please contact Alexa Carnibella at acarnibella@elfaonline.org.

The Independent Best Practices Roundtable is a small, highly interactive half-day program designed to bring senior independent equipment finance executives together for information sharing and critical thinking about issues facing them every day as leaders of their organizations.

Who Should Attend?

The roundtable is open to senior executives of ELFA member Independent leasing companies.

Registration Fees

Price Description	Amount
ELFA Member	$450.00
Speaker	$450.00

View cancellation and other policies

Tuesday, March 14th

Noon-4:30pm

11:00am - Noon

Check-in/Registration

Noon - 1:30pm

General Session and luncheon

Held jointly with the attendees of the Bank, Captive and Vendor Finance, and Small Ticket Roundtables.

Welcome

Bob Neagle

Chair, ELFA Board of Directors

President and CEO, Finova Capital

U.S. Economic Outlook

Robert F. Wescott, Ph.D.

President, Keybridge

1:30 - 1:45pm

Break

1:45 - 4:30pm INDEPENDENT BEST PRACTICES ROUNDTABLE

1:45 - 2:00pm

Introduction

Jonathan Albin

COO, Nexseer Capital

Chair, Independent Business Council Steering Committee

2:00 - 3:00pm

Independent Strategies in the Current Capital Market Environment

The early 2020s have presented a significant number of challenges in all areas of the economy, from the pandemic, to supply chain issues, to record high inflation and rising interest rates. Panelists will discuss the direct impact on Independents, how to stay competitive, as well as how to lead industry newcomers and emerging talent through these challenges as many have little to no experience in working in the ever-changing economy.

MODERATOR:

Roman Gajda

Director of Financial Technology Solutions, ENGS Commercial Finance Co.

Member, Independent Business Council Steering Committee

PANELISTS:

Rick Laimbeer
SVP, VFI Corporate Finance

Corinne Seton
Senior Vice President, Head of Capital Markets, Mitsubishi HC Capital (U.S.A.) Inc

Steve White
Executive Vice President, Stonebriar Commercial Finance

Bruce Winter, CLFP
President, FSG Capital, Inc.

3:00 - 3:15pm

Break

3:15 - 4:25pm

Compensation and Workforce Trends

This session will share highlights from ELFA's “2022 Equipment Leasing and Finance Compensation Survey” and key trends for equipment finance organizations, specifically focusing on the Independent sector. The presentation will include breakout discussions by attendees on a range of topics, from talent and staffing opportunities and challenges, to mental health in the workplace, to the outlook for the year ahead.

MODERATOR:

Harrison Smith

Vice President, Stonebriar Commercial Finance

Member, Independent Business Council Steering Committee

PRESENTER:

Dave Rosenthal

Senior Consultant, Aon Human Capital Solutions

4:25 - 4:30pm Wrap-up

Available Functions

Speakers

Jonathan Albin

COO
Nexseer Capital

Jon is the Chief Operating Officer of Nexseer Capital, a middle market lessor capitalized by Atalaya Capital private equity funds. He is responsible for all aspects of the company’s operations including capital markets, risk, fulfillment, marketing, operations and systems. Jon is a 25 year industry veteran with experience across small, middle and large ticket in both direct and indirect origination models. Prior to Nexseer, he’s held roles at Balboa Capital, eLease, 3M and AT&T. He holds a BS in Business from University of Southern California and an MBA from Pepperdine University.

Roman Gajda

Director of Financial Technology Solutions
Mitsubishi HC Capital America, Inc.

Roman Gajda is the Director of Financial Technology Solutions for ENGS Commercial Finance Co. (“ENGS”), an industry-leading finance company that has provided specialized lease/loan financing solutions to the equipment industry since 1952. He is responsible for managing the digital brands and leading the fintech strategy to both new and existing business relationships. Roman has over 25 years of experience in the equipment finance industry and has held various leadership roles developing organizations, handling all aspects of transactions and national programs, from origination through funding. Previously, he held various leadership positions at Forsythe Technology, Relational Funding, and Comdisco, always with a focus on people, process and profitability.

Richard Laimbeer

Executive Vice President
VFI Corporate Finance

Dave Rosenthal

Senior Consultant
McLagan Partners, Inc.

Dave Rosenthal is a Senior Consultant with McLagan’s Corporate & Commercial Lending team and leads the Specialty Lending practice. Dave is responsible for supporting client relationships, advising clients, and managing McLagan’s compensation survey products across Aviation Finance, Commercial Finance, Commercial Real Estate, Equipment Leasing & Finance and Middle Market Leveraged Lending. Dave’s areas of expertise include competitive benchmarking, performance & productivity analysis and incentive plan review & design. He works with a variety of financial services firms, including multi-national banks, regional banks, independent leasing firms and captives.
Dave joined McLagan in 2019. Dave previously worked at Greenwich Associates in the Commercial Banking consulting practice.
Dave holds a Bachelor of Arts in Economics from Syracuse University.

Corinne Seton

Senior Vice President, Head of Capital Markets
Mitsubishi HC Capital America, Inc.

Harrison Smith

Managing Director
Stonebriar Commercial Finance

Harrison Smith serves as Vice President for Stonebriar Commercial Finance, where he primarily focuses on structuring, underwriting, negotiating, and closing large-ticket loans and leases across manufacturing, maritime, energy, and technology industries. In addition to his role at Stonebriar, Harrison volunteers his time as a member of the ELFA’s Emerging Talent Advisory Council, where he leads the Education & Professional Development Taskforce and serves as a liaison to the Independent Business Council. Harrison earned his BA form Rollins College and his MBA from the Cox School of Business at Southern Methodist University.

Stephen White

Founder -Executive Vice President
Stonebriar Commercial Finance

Maryland National Leasing- 1982-1990

GECC- 22 years , managed Global Capital Markets syndication , 1990-2012

Stonebriar Commercial Finance - Co Founder , 2015-2024

Bruce Winter CLFP

President
FSG Capital, Inc.

Equipment Leasing and Finance Association - Equipping Business for Success

Independent Best Practices Roundtable

Independent Best Practices Roundtable

Independent Best Practices Roundtable

March 14, 2023

Registration Fees

Available Functions

Speakers

Jonathan Albin

Roman Gajda

Richard Laimbeer

Dave Rosenthal

Corinne Seton

Harrison Smith

Stephen White

Bruce Winter CLFP

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