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

Small Ticket Best Practices Roundtable

March 14, 2023
The Palmer House Hilton, Chicago, IL

Small Ticket Best Practices Roundtable

March 14, 2023
The Palmer House Hilton, Chicago, IL

Small Ticket 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 Small Ticket Best Practices Roundtable is a small, highly interactive half-day program designed to bring small ticket 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 ELFA member small ticket leasing companies.


Registration Fees

Price Description Amount
ELFA Member $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 Independent 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 Small Ticket Best Practices Roundtable        
       
Topic 1 - Navigating in a Slowing Economy
A panel of senior experts in the small ticket space will address:
*Current state of the economy
*Business Development in a slowing economy
*Underwriting in a dynamic environment
*Scorecard underwriting adjustments, and
*Collection and recovery strategies

Moderator: Erik Anderson, Chief Credit Officer, Northland Capital Equipment Finance

Panelists:

Brian Eschmann, President, Northland Capital Equipment Finance
Eric McGriff, SVP, Chief Risk Officer, Wintrust Specialty Finance
Chris Paley, US Head of Scorecard Managementt, DLL
Shannon Smith, Chief Credit Officer, KLC Financial Inc.

Topic 2 - Fraud: Identification, Detection and Prevention
An expert panel of small ticket leaders will discuss:
*Types of fraud
*Fraud detection, and
*Prevention - best practices to mitigate risk.  

Moderator: Jaimie Haver

Panelists:
Brian Tri, Chief Credit Officer, Channel
Eric McGriff, SVP, Chief Risk Officer, Wintrust Specialty Finance
Jared Hanlin, VP, Strategic Risk, GreatAmerica Financial Services  

Available Functions

  Women in Leasing Reception

Speakers

Erik Anderson

Chief Credit Officer
Northland Capital Equipment Finance



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.

Jared Hanlin

Chief Risk Officer
GreatAmerica Financial Services



Jaimie Haver CLFP




Eric McGriff

Chief Risk Officer
36th Street Capital


Eric has been in the Equipment Finance industry for 37 years and has served as a senior leader whose responsibilities have included credit, portfolio management, collections, asset management, operations, customer service, legal operations and statistical modeling. Eric is Chief Risk Officer at 36th Street Capital.


Chris Paley

U.S. Head of Scorecard Management
DLL



Shannon Smith

Chief Credit Officer
KLC Financial LLC



Brian Tri

Chief Credit Officer
Channel



Sponsors

   
Hotel Reservations for Attendees 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 in the popular theatre and financial district of Chicago and near Millennium Park. A special conference rate of $240 plus tax, single/double occupancy, is offered to attendees. Check in time is 3:00pm, and check-out time is 11:00am.

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.

Make Hotel Reservations Online: We strongly encourage you to make your hotel reservations online. Please use this link: https://book.passkey.com/go/ELFA2023FundingConference.
 
 
Make your reservations by Friday, February 10th. Reservations after this date are based on availability and may be at a higher rate.   
 
Getting There
The Hilton Palmer House is located in the popular theatre and financial district of Chicagoland. Approximately 18 miles from ChicagoO'Hare International Airport, 11 miles from Chicago Midway Airport.

Parking
If renting a car, the Hilton Palmer House has valet parking and selfparking 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

Get directions