11:00 AM Registration Opens
1:00 PM Welcoming Remarks & General Session
1:15 PM – 2:15 PM Session One: Creating value through finance, insurance and aftermarket products
PRESENTATION
DISCUSSION TOPICS
- Right to repair now
- Cross-selling tips
- A review of current and future products
PRESENTERS:
- Brett Davis, President of Agriculture & Construction, Trnsact
- Jason Dey, AVP, Director of Agriculture Sales, Specialty Equipment Insurance Services, Inc. an Amynta Group Company
MODERATOR:
2:30 PM – 3:30 PM Session Two: Roundtable Discussions
During this session, attendees will break into small groups to network and discuss developments and opportunities in key segments of the equipment finance industry, as well as how to best position financing for equipment sales success. The discussion leaders are:
Topics of discussion will include:
- The role of finance and insurance at your dealership
- Fundamentals in finance operations
- Technology to help you succeed
MODERATORS:
3:30 PM – 5:00 PM Session Three: One-on-One Meetings & Casual Networking
3:30 PM – 4:30 PM there will be a photographer in the Connect Lounge taking headshots free of charge for any attendees.
One-on-one meetings are reserved for qualified dealers and and our participating Lender Partners. Click Here to find out how to become a Lender Partner.
Have a break in between meetings? Recharge and make valuable connections with fellow attendees in our Connect Lounge.
The Connect Lounge is included in with all registration types.
5:30 PM – 7:00 PM Opening Reception at the NASCAR Hall of Fame
Sponsored By:
8:00 AM Registration opens
8:00 AM – 9:00 AM Breakfast
Sponsored By:
9:10 AM – Chairman’s Remarks
9:15 AM – 10:00 AM Session Four: Fireside Chat
Harold Ray, Director of Industrial Finance at First Citizens Bank Equipment Finance, will take the stage in a fireside chat to discuss the path to better financing and the future of the Equipment Finance Market.
MODERATOR:
10:00 AM – 10:45 AM Session Five: The Federal Reserve’s Assessment of Current Economic Trends and Equipment Finance
PRESENTATION
DISCUSSION TOPICS
- Economic outlook amid extended supply chain constraints
- Forecasting sales volume for the coming year
- Understanding shifting customer dynamics
PRESENTER:
MODERATOR:
10:45 AM – 12:30 PM Session Six: One-on-One Meetings and Casual Networking
Exclusive time for one-on-one meetings. One-on-one meetings are reserved for qualified dealers and participating lenders. Click Here to find out how to become a Lender Partner.
Have a break in between meetings? Recharge and make valuable connections with fellow attendees in our Connect Lounge.
The Connect Lounge is included in with all registration types.
12:30 PM – 1:40 PM Networking Lunch
1:40 PM – 2:20 PM Session Seven: Digitizing the sales process
PRESENTATION
DISCUSSION TOPICS
- Customer information security and protecting the customer flow
- Data integrity and usage
- Implications for value creation
PRESENTER:
MODERATOR:
2:20 PM – 3:00 PM Session Eight: Best Practices for Handling Customer and Employee Information
PRESENTATION
DISCUSSION TOPICS
- What is the Safeguards Rule and why does it matter
- Other regulations you need to know
- Lessons from the auto industry
PRESENTER:
MODERATOR:
3:00 PM – 3:40 PM Afternoon Break
3:40 PM – 4:25 PM Session Nine: Positioning Finance Operations for Success in the Coming Year
PANEL
DISCUSSION TOPICS
- Best practices for better dealer finance operations and profitability
- Understanding the benefits of aftermarket products
- Keys to smarter technology investment for next year, and beyond
PANELISTS:
- RJ Grimshaw, President & Chief Executive Officer, UniFi Equipment Finance
- Skip Owen, Director of Sales, Hills Machinery
MODERATOR:
4:30 PM – 5:00 PM Session Ten: Crawl, Walk, Run: Steps to Sell Online
PRESENTATION
DISCUSSION TOPICS
- How to transition infrastructure to digital
- Converting traffic online
- Tools and resources to help you get there
PRESENTER:
MODERATOR:
