SUNDAY

May 5

10:00 AM – 3:00 PM Golf Outing


5:00 PM Welcome Reception

 

MONDAY

May 6

08:00 Registration Opens


8:00 AM Networking Breakfast


9:00 AM – 9:05 AM Opening Remarks


9:05 AM – 9:35 AM Session 1: Fireside Chat with a Key Industry Leader on the State of the Equipment Finance Market

During this session, we sit down with a leader in the equipment finance sector for a frank discussion on industry trends, best practices, turbulent originations trends and strategic imperatives.  


9:35 AM – 10:20 AM Session 2 — PANEL: Enhancing Vendor Finance Operations for Better Results

  • How to evaluate lenders’ offers on a deal-by-deal basis 
  • Helping the customer navigate the approval and funding process 
  • Creating value through finance, insurance and aftermarket product offerings 

10:20 AM – 11:05 AM Coffee & Connect

Recharge and make valuable connections with fellow attendees during this morning break. Dedicated one-on-one meeting time for lenders and dealers, along with coffee and networking with our sponsors.  


11:05 AM – 12:15 PM Session 3: Roundtable Discussions on Best Practices in Operations and Technology

Attendees break into small groups to discuss developments, strategies and opportunities in equipment finance operations, and the technology fueling industry change. Attendees will share takeaways from their discussions to maximize the benefit for all present. 


12:15 PM – 1:30 PM Networking Luncheon


1:30 PM – 2:15 PM Session 4 — PRESENTATION: Examining Current Economic Trends and their Implications for Equipment Finance

  • What’s the prognosis for interest rates and when will they help improve originations? 
  • Identifying signs of reversal in charge-off trends 
  • Strategies to overcome current macroeconomic conditions 

2:15 PM – 3:00 PM Session 5 — PANEL: Strategies for Using Technology to Build a More Successful Finance Business

  • How to evaluate new and budding technology  
  • Identifying business areas ripe for digitalization 
  • Guiding customers through the digital journey 

3:00 PM – 4:30 PM Coffee & Connect

Recharge and make valuable connections with fellow attendees during this afternoon break. Dedicated one-on-one meeting time for lenders and dealers, along with coffee and networking with our sponsors.  


5:30 PM Offsite reception


TUESDAY

May 7

08:00 Registration Opens


8:30 AM – 9:15 AM Breakfast Inspirational Speaker

We welcome a speaker who will inspire attendees to greater success, both professionally and personally. 


9:15 AM – 10:15 AM Session 6 — PRESENTATION: Navigating the Murky Regulatory Compliance Landscape

  • Understanding vendor implications of new regulatory requirements, such as fair lending to small businesses 
  • Protecting customer data in line with the FTC Safeguards rule  
  • Practical tips for better compliance workflows  

10:15 AM – 11:00 AM Coffee & Connect

Recharge and make valuable connections with fellow attendees during this morning break. Dedicated one-on-one meeting time for lenders and dealers, along with coffee and networking with our sponsors.  


11:15 AM – 12:15 PM Session 7: Roundtable Discussions on Best Practices in Strategic Planning

Attendees break into small groups to discuss the market, potential headwinds andhow to effectively plan strategies for months ahead, even as market trends like supply chain disruptions continue to challenge the industry. Attendees will share takeaways from their discussions for maximum information sharing. 


12:15 PM Conclusion