ELFA Executive Roundtable - March 8-10, 2020 The Ritz-Carlton Golf Resort Naples Naples, Florida - Equipment Leasing and ...
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ELFA Executive Roundtable
March 8-10, 2020
The Ritz-Carlton Golf Resort Naples • Naples, Florida
Bringing CEOs and Presidents of leasing and finance companies together to discuss the issues
of the day, to strategize about the future, and to create lasting business relationships
Get Maximum Exposure for Your Company…Become a Sponsor!
Sponsoring events and functions at ELFA meetings provides excellent exposure for your company. Contact Steve Wafalosky
at stevew@larichadv.com or (440) 247-1060 if you are interested in becoming a sponsor of this important event.
EQUIPMENT LEASING AND FINANCE ASSOCIATION
Equipping Business for Success
ELFA Executive Roundtable • March 8-10, 2020 • The Ritz-Carlton Golf Resort Naples • Naples, Florida Executive Roundtable Attendance Policy — Please Read Carefully Attendance is limited to the senior executive leadership from ELFA member companies, including service provider member companies. Executives must hold the position of president, CEO, managing director, COO, be part of the senior leadership team and/or manage a substantial division within the company. Service provider member companies may register two senior executives from their company to attend this Roundtable. ELFA regular member companies may register up to three representatives from their companies. Sponsorships Now Available Please contact Steve Wafalosky at (440) 247-1060 or stevew@larichadv.com to obtain a list of available sponsorship opportunities. Save the Date October 25-27, 2020 59th Annual Convention JW Marriott Austin Austin, Texas
ELFA Executive Roundtable • March 8-10, 2020 • The Ritz-Carlton Golf Resort Naples • Naples, Florida
Schedule of Events Keynote Speaker:
ROBERT WESCOTT, Ph.D.
Golf Outing sponsored by: President
Keybridge Research LLC
Hotel Keycards sponsored by:
2020 Forecast for Equipment Investment and
Key Drivers of Growth
Conference pens sponsored by:
Dr. Wescott is the author of the Equipment Leasing
and Finance Foundation’s quarterly reports on the
Sunday, March 8 Equipment Leasing and Finance U.S. Economic Outlook.
He will discuss the drivers of U.S. growth in the face of
10:30 – 11:30 am a generally weak global economy, and offer his views on
Golf Registration likely trends in consumer spending and capital spending
in 2020. Wescott also will share his views on the likely
10:00 am – 3:00 pm direction of U.S. trade policy and Federal Reserve
Golf Outing monetary policy, and describe the economic and financial
backdrop that he expects to prevail on the road to the
6:00 – 7:00 pm presidential election this autumn.
Hosted Reception
9:45 – 10:00 am
7:00 – 9:00 pm Refreshment Break
Hosted
Dinner
Welcoming Remarks: 10:00 – 11:00 am
Recession Ready: Preparing to Succeed
RALPH PETTA Industry experts will share perspectives on the state of the
President and CEO industry heading into recession, economic data that helps
Equipment Leasing and Finance Association identify early warning signs, tools available to monitor
portfolio performance, and specific preparedness steps
member companies are taking now to get ready.
Speakers:
JEFF BERG
Monday, March 9 DLL
7:30 – 8:30 am MIKE DiCECCO
Roundtable Registration Huntington Asset Finance
BILL PHELAN
7:30 – 8:30 am President
Hosted Breakfast PayNet, an Equifax Company
8:30 – 9:45 am ROBERT WESCOTT, Ph.D.
Opening Remarks and General Session President
Keybridge Research LLC
Speakers:
MARTHA AHLERS 11:00 – Noon
President 80/20 Session: Improve Profitability & Drive
United Leasing & Finance Growth Through Strategic Focus
Chair of the Board, ELFA In this session, Mark Curran, Vice President of Strategex
and former Illinois Tool Works (ITW) executive, will walk
through the 80/20 process with a mission to provide a
SCOTT THACKER, CPA, CLFP thorough understanding of the 80/20 Principle as it applies
CEO to business – and to life. Learn how to uncover and focus
Ivory Consulting Corporation on the 80’s of your business – the critical few customers,
Chair of the Equipment Leasing & Finance
products, and activities that provide 80% of the value. Mark
Foundation Board of Trustees
ELFA Executive Roundtable • March 8-10, 2020 • The Ritz-Carlton Golf Resort Naples • Naples, Florida
is a dynamic speaker who is in demand globally and a 5:00– 5:45 pm
leading practitioner in 80/20 management philosophy. Hosted Reception
Panel Lead: Dinner on Your Own
MARK CURRAN
Vice President, 80/20 Practice
Strategex
12:00 – 1:30 pm Tuesday, March 10
Hosted Luncheon
8:00 – 9:00 am
1:30 – 2:30 pm Hosted Breakfast
Keynote
Address
9:00 – 10:15 am
Keynote Speaker: Keynote Address
PETER ZEIHAN How to Get Ahead of Disruptive Technology Now
Geopolitical Strategist and Forecaster
Author, The Absent Superpower Keynote Speaker:
MIKE STEEP
Executive Director
2:30- 2:45 pm Stanford Engineering Center for Disruptive
Refreshment Break Technology and Digital Cities
2:45– 3:45 pm Mike Steep’s speeches offer audiences a first-hand look
How to Think Like a Futurist at the inner-workings of Silicon Valley and the specific
An overview of foresight frameworks and the nature of processes that make the world’s most innovative com-
change. The understanding of the forces of change panies so successful. An expert on “operationalizing
happening in your environment will enable you to make innovation” who has worked to drive new products and
more proactive and informed choices in both strategic strategies for companies including Boeing and BMW,
decision-making and innovation. Steep inspires audiences to rethink current business
models and stresses that innovation is not necessarily
Speaker: the result of a “light bulb moment” but rather the ability to
TERRY GRIM apply the right idea, technical expertise, business model,
Founding Partner and even company culture to an existing problem. This
Foresight Alliance speech answers the big question for companies today:
“What can I do about technology disruption?” With anec-
dotes from his time working for Apple, Lexmark (IBM),
3:45 – 4:00 pm Microsoft, and HP, Mike dissects technological advances
Refreshment Break and subsequent business successes and failures to pro-
vide an overview of where innovation really comes from,
4:00– 5:00 pm how to best create and implement change, and what each
America’s Newest Crop: Building and Financing audience he speaks to should specifically aim to do now
a Global Supply Chain to stay ahead of disruption.
Hemp is now a federally legal commodity crop. The
question is, what is and what is not permissible, and what
pieces are necessary to rekindle a crop absent from our
10:15- 10:30 am
landscape for over 85 years. Some of the nation’s most
Refreshment Break
respected authorities address these issues.
Speakers:
AXEL BERNABE
New York State Executive Chamber
ERICA MCBRIDE STARK
National Hemp Association
GEOFF WHALING
HIP Canopy Growth USA LLC
ELFA Executive Roundtable • March 8-10, 2020 • The Ritz-Carlton Golf Resort Naples • Naples, Florida
10:30 – 11:30 am Speakers:
Discussion: Business Model Innovation and ROBERT BOYER
Equipment Finance BB&T Commercial Equipment Capital Corp.
In this session we will share an update on the Technology
Innovation Working Group’s progress and plans for 2020 BOB RINALDI
Rinaldi Advisory Services
and continue to dive into the themes presented by Mike
Steep. MIKE STEEP
Stanford Engineering Center for Disruptive Technology
What are leaders thinking about and how are they dealing and Digital Cities
with shifts happening in the equipment finance space?
How is the equipment finance game changing? What new 11:30 am – 12:00 pm
innovations are enabling disruptive business models? In this Roundtable Wrap Up
session we continue with an interactive discussion applying
Speaker:
themes covered in Professor Mike Steep’s keynote.
MARTHA AHLERS
Moderator: United Leasing & Finance
Chair of the Board, ELFA
DEBORAH REUBEN
Reuben Creative, LLC
ELFA Executive Roundtable • March 8-10, 2020 • The Ritz-Carlton Golf Resort Naples • Naples, Florida
Registration and General Information
Who Should Attend – Cancellations & Substitutions
Please Review Carefully Cancellation Policy
Attendance is limited to the senior executive • Refund minus $100: Should you need to cancel,
leadership from ELFA member companies. Executives refunds will be processed less a $100 administrative
must hold the position of president, CEO, managing fee.
director, COO, be part of the senior leadership team • No refund: No refunds of registration fees will
and/or manage a substantial division within the be given for cancellations received on or after
company. Service Provider member companies may Wednesday, February 26, 2020.
send two senior executives from their company to this • No golf fee refund after Wednesday, February 26,
Roundtable. ELFA regular member companies may 2020.
send up to three representatives from their companies.
Please Note: Cancellations by telephone and email will
Please register as far in advance as possible. Register be accepted.
by Wednesday, February 26, 2020 to ensure that your
name appears on the list of attendees. To register for Please call: Janet Fianko (202) 238-3420 or email at
this conference go to www.elfaonline.org/events/2020/ERT/ jfianko@elfaonline.org.
Substitutions
Registration Fees Substitutions for the entire program may be made at any
ELFA Member (1st Person): $1,870
time including onsite registration, provided the individual
ELFA Member (2nd and 3rd Person): $1,590
is also part of the senior leadership team.
Golf (Black Course) $ 300
Spouse Package (Dinner, Breakfasts, $ 275
and Receptions) Attire
Business casual attire is appropriate for this meeting.
Register Online by Credit Card
Visit ELFA Online at www.elfaonline.org/events/2020/ERT/ Inquiries
for details on the agenda, speakers, location and If you have a question about this conference not
registration information. You can register directly online related to registration, please call ELFA Business and
using American Express, MasterCard, Discover, Diners Professional Development at (202) 238-3400.
Club or VISA on our secure server. You will receive a
confirmation from the website. Hotel Information
A block of rooms is being held for attendees of the
Registering by Check Payment 2020 Executive Roundtable at the Ritz-Carlton Golf
Please contact Janet Fianko at jfianko@elfaonline.org Resort, 2620 Tiburon Drive Naples, FL 34109 United
for a PDF version of the registration form. States (239) 593-2200. A special conference rate
of $340 plus tax, for best available room upon arrival,
is offered to attendees. This fee includes in-room hi-
Golf speed internet, access to the fitness center, and a daily
Several tee times have been reserved on the Tiburón
newspaper by the elevators. Check in time is 4:00pm,
Golf Club, Black Course for attendees of the Executive
and check-out time is 11:00am.
Roundtable on Sunday, March 8 starting at 10:00am.
The golf fee is $300. If you wish to play golf on Sunday, You may make hotel reservations one of two ways:
please check the box on the registration form and 1. Call Reservations at (877) 557-3092, provide your
include the additional payment with your registration fee. arrival and departure dates, and mention the group
name “ELFA Room Block” in order to get the ELFA
No refunds for golf cancellations will be made after group rate.
Wednesday, February 26, 2020. To put together or join 2. Hotel website: https://book.passkey.com/go/ELFA2020Executive
a foursome, visit the online registration page at
https://apps.elfaonline.org/golf/index. Make Hotel Reservations by Monday, February 10,
cfm?fuseaction=golfpairings&fuseaction=golfpairings. 2020! Reservations after this date are based on
availability and may be at a higher rate.
ELFA Executive Roundtable • March 8-10, 2020 • The Ritz-Carlton Golf Resort Naples • Naples, Florida
Getting There For driving directions for the airport go here:
The Ritz-Carlton Golf Resort, Naples, Florida is easily www.ritzcarlton.com/en/hotels/naples/naples-golf/hotel-overview/
accessed from the Southwest Florida International directions
Airport (RSW). Taxis are approximately $75.00 each way
from Southwest Florida International Airport (RSW). For For further information about this property, visit their web
additional transportation, contact Naples Transportation site at: www.ritzcarlton.com/en/hotels/naples/naples-golf
& Tours (NT&T) (www.nttep.com), the preferred and
recommended provider of transportation services for Parking
groups and individual travelers. (239) 262-3006. Valet parking and self-parking available. For valet
parking there is a $25.00 service fee; for self-parking
there is a $17.00 daily fee.
CONFERENCE COMPLIANCE
Please Note the Following harassment of our participants, including ELFA and
Photographs Taken at the Conference – facility staff, or the on-premise staff at host events in any
Photographs of speakers and attendees may be form—in person or online.
taken at this conference. These may appear in ELFA
publications or on the ELFA website. By registering for Examples of harassment include offensive comments,
this conference, you authorize ELFA the right to use verbal threats or demands, sexualized images in public
any photographs taken of you during the course of the spaces, intimidation, stalking, harassing photography or
Executive Roundtable. recording, sustained disruption of sessions or events,
and unwelcome physical contact or sexual attention.
Attendee Contact Information –
Please Note the Following We expect all participants—attendees, speakers,
By registering for this conference, attendees authorize sponsors, volunteers, and staff—to follow the Code
ELFA to share your contact information, including but of Conduct during the conference. This includes
not limited to email address and telephone number with conference-related social events at off-site locations
other registered attendees, sponsors, and exhibitors. and in related online communities and social media.
For more information please contact Janet Fianko at Participants asked to stop any harassing and/or non-
jfianko@elfaonline.org. inclusive behavior are expected to comply immediately.
Conference participants violating this Code of Conduct
ELFA CODE OF PROFESSIONAL CONDUCT may be expelled from the conference without a refund,
Thank you for choosing to enhance your professional and/or prohibited from attending future ELFA events, at
development by participating in ELFA activities. Our the discretion of ELFA.
goal is to ensure that we promote a safe, inclusive, and
productive environment for all activity participants. Please bring any concerns to the immediate attention
of the event staff, or contact Lisa Ramirez, ELFA Vice
We ask that you help us make each ELFA-sponsored President of Business and Professional Development, at
activity welcoming and respectful to all participants, lramirez@elfaonline.org. You may also report violations
regardless of their race, gender, gender identity and by calling +1 202-238-3414. Thank you for your
expression, age, sexual orientation, disability, physical help in keeping this and all ELFA events professional,
appearance, national origin, ethnicity, political affiliation, welcoming, and respectful to all.
or religion. We do not condone, nor will we tolerateYou can also read
