2024 AGENDA

SUNDAY

May 5

10:00 AM – 3:00 PM Golf Outing

 The 2024 Equipment Finance Connect golf outing will take place at the Hermitage Golf Course. The course trails through 300 acres of natural Tennessee wetlands and along the banks of the beautiful Cumberland River. Tee times will start at 10:00 AM on Sunday, May 5th.

  • Transportation will leave the Omni Nashville at 9:30 AM on Sunday morning. Registered participants should meet in the lobby at 9:30 AM.
  • Clubs will be available to rent upon arrival at the golf course.
  • A boxed lunch will be provided
  • Transportation will return to the course at 2:45 PM to bring golfers back to the Omni

We are no longer accepting reservations for the outing. 

4:30 PM Registration Opens

 

5:00 PM Welcome Reception

 

MONDAY

May 6

08:00 Registration Opens

8:00 AM Networking Breakfast

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 Steve Hunt, President of H&R Agri-Power, for a frank discussion on industry trends, best practices, turbulent originations trends and strategic imperatives.  

MODERATOR:

9:35 AM – 10:20 AM Session 2 — PANEL: Enhancing Dealer 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 

PANELISTS:

MODERATOR:

10:20 AM – 11:05 AM Coffee & Connect

Recharge and make valuable connections with fellow attendees during this morning break. Enjoy a cup of coffee and networking with our sponsors.  

11:05 PM – 12:00 PM Session 3 — 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 

PRESENTER:

MODERATOR:

12:15 PM – 1:30 PM Networking Luncheon

1:30 PM – 2:15 PM Session 4 — 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 

PANELISTS:

MODERATOR:

Sponsored By:

2:15 PM – 2:45 PM Coffee & Connect

Recharge and make valuable connections with fellow attendees during this afternoon break. 

2:45 PM – 3:45 PM Session 5: Roundtable Discussions on Optimizing your F&I Product Portfolio

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

DISCUSSION LEADER:

MODERATOR:

4:30 PM - 6:00 PM Cocktail Reception

Sponsored By:

TUESDAY

May 7

08:00 Registration Opens

8:30 AM – 9:15 AM Networking Breakfast

 

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

  • Understanding Dealer 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  

PRESENTER:

MODERATOR:

10:15 AM – 10:35 AM Coffee & Connect

Recharge and make valuable connections with fellow attendees during this morning break. 

10:35 AM – 11:35 AM Session 7: Roundtable Discussions on Best Practices in Strategic Planning

Attendees break into small groups to discuss the market, potential headwinds and how 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. 

DISCUSSION LEADER:

MODERATOR:

12:15 PM Conclusion