2026 AGENDA
Monday, May 18
11:00 AM Registration Opens
Sponsored by:
1:15 PM Opening Remarks
1:30 PM – 2:15 PM Session 1: Presentation – 2026 Market & Funding Outlook
- Analyzing current interest rates, business credit health, and the overall equipment sector
- Forecasting equipment finance performance and volume amid industrywide bankruptcies
- Assessing credit performance and financing profit margins
PRESENTER:
MODERATOR:
Sponsored by:
2:15 PM – 3:15 PM Session 2: Panel – Lot Perspectives: Current Equipment and Financing Demand, Strategies and Growth Opportunities
- How real-time lot data improves visibility, tracking, and risk management for dealers and lenders
- Current credit conditions and interest rate trends and how they are helping or harming dealers and lender margins
- Understanding how shifts in inventory levels, aging, and OEM production are influencing sales and finance
PANELISTS:
- Heidi Brooks, U.S. Sales Manager – Commercial Finance, DLL
- D.J. Jackson, Sr. Director of Business Development, Oakmont Capital Services
- Skip Owen, Director of Sales, Hills Machinery
- Bob Rinaldi, President & Founder, Rinaldi Advisory Services
MODERATOR:
3:15 PM – 3:45 PM Networking Coffee Break
3:45 PM – 4:40 PM Session 3: Tech Demos: New Technologies for Equipment Finance
Find the future of equipment finance in a series of carefully curated tech demonstrations from cutting-edge fintech companies. Each startup is under the gun to impress you with its tech, and to do so fast.
PARTICIPATING COMPANIES:
MODERATOR:
4:45 PM Cocktail Reception
Sponsored by:
Tuesday, May 19
8:00 AM Registration Opens
Sponsored by:
8:00 AM – 9:00 AM Networking Breakfast
Sponsored by:
9:00 AM – 9:10 AM Welcoming Remarks
9:10 AM – 9:40 AM Session 4: Fireside Chat with Kirk Mann, executive vice president and head of transportation, vendor solutions at Mitsubishi HC Capital America
Mitsubishi HC Capital America executive vice president and head of transportation and vendor solutions Kirk Mann shares his perspective and insights developed over his 37-year career.
Topics include:
- Market outlook, including customer demand shifts and emerging business models
- Mitsubishi HC Capital America’s transportation and vendor strategy, performance, and partnerships
- Technology, innovation, and leadership development in equipment and vendor finance
MODERATOR:
9:40 AM – 10:25 AM Session 5: PANEL: Enhancing Dealer-Lender Finance Operations for Better Results
- Developing and communicating deal-by-deal finance strategies
- Helping the customer navigate the approval and funding processes
- Creating value through finance, insurance, and aftermarket product offerings
PANELISTS:
- John Boy, Finance & Sales Administration Manager, Anderson Equipment Company
- Ritzon Fernandez, SVP of Sales, Equify Financial
- Jody Ray, VP Relationship Manager, BMO Bank North America
- Troy Vosberg, President, Finance Scope
MODERATOR:
10:25 AM – 10:55 AM Networking Coffee Break
10:55 AM – 12:00 PM Session 6: Dealer-Lender Roundtables
Small-group sessions focused on funding speed, digital customer experience, and workflow optimization
LEADERS:
12:00 PM – 1:15 PM Networking Lunch
Sponsored by:
1:15 PM – 1:45 PM Session 7: Fireside Chat with Andy Suhy, Chief Executive Officer of Premier Equipment Solutions
During this session, we sit down with a Andy Suhy for a frank discussion on industry trends, best practices, turbulent originations trends, and strategic imperatives.
Topics include:
- Market outlook, including growth in investment, AI infrastructure, and the shift toward flexible financing model;
- Premier Equipment Solutions’ approach to growth and relationship management; and
- Technology innovation around bundled services, digital platforms, and faster decisioning.
MODERATOR:
1:45 PM – 2:25 PM Session 8: Presentation – Navigating the Compliance Landscape for Lenders and Dealers
- Understanding the implications of new dealer regulatory requirements
- Practical tips for better compliance workflows, staffing and technology
- What the industrywide bankruptcy wave means for contract law
PRESENTER:
MODERATOR:
2:25 PM – 2:40 PM Networking Break
2:40 PM – 3:20 PM Session 9: Panel – Technology Innovations Shaping Operational Success
- Reshaping credit and asset management strategies amid technology innovations
- Transforming the dealer-lender workflow and customer expectations through tech innovation
- Developing operational efficiency improvements across dealer and lender networks
PANELISTS:
- Josh Arnall, F&I Manager, H & R Agri-Power
- Eduardo Cruz, President, Commercial Equipment Finance
- Tawnya Stone, Vice President Strategic Technology, GreatAmerica Financial Services
MODERATOR:
3:20 PM – 4:00 PM Session 10: Panel – Rental Revolution: How Financing, Fleets & Technology are Redefining Equipment Utilization
- Assessing rental utilization trends as more dealers and lenders enter the industry
- Funding fleet growth and aligning operations amid dealer-rental growth
- Enhancing maintenance planning, risk controls, uptime, and disposition strategies for rentals
PANELISTS:
- Heidi Brooks, U.S. Sales Manager – Commercial Finance, DLL
- Ritzon Fernandez, SVP of Sales, Equify Financial
- Josh Nickell, Chief Executive Officer, Northside Tool Rental
MODERATOR:
4:00 PM Conference Concludes