(All times are in the Eastern Time Zone)
11:00 a.m. - 11:45 a.m.
COVID Economic Impact and Expected Time of Recovery
Presented by Buddy Zarbock and Doug Richters
The past year has been a roller coaster ride for everyone. Join us for a frank discussion about how the COVID-19 pandemic has impacted the commercial finance industry and the outlook for the future.
12:00 p.m. - 12:20 p.m.
Documentation & Funding Best Practices
Presented by John Igo
Are you looking for tips and best practices for getting more deals funded? Boost your bottom line by making sure you are using all the tools available to get your deal to the top of the approval pile with your funder. Learning the types of documentation funders require and why will give you an edge over the competition.
12:30 p.m. - 12:50 p.m.
Credit Training: What Funders are Looking for in a CBR
Presented by Brad Colehour
What nuggets of information can you glean from a CBR? Credit Bureau Reports (CBR) are more than just a number if you care to dig into them and funding sources are using those nuggets to make credit decisions. Find out what items funders are looking for when viewing personal CBR’s. Join this open discussion about the details inside a CBR and how it may help you approve or decline a transaction that normally would have gone the other way.
1:00 p.m. - 1:40 p.m.
How to Source Business Without Buying Leads
Presented by Steve Felt
It is possible to earned six figures annually while not working more than 40 hours a week and without purchasing leads. Steve Felt will share how he has done just that by conducting research and connecting with a handful of the best local referral partners using tried and true methods he has utilized for 20+ years. These methods work best for the independent broker and small shops that don't have a huge budget for social media marketing and advertising.
1:50 p.m. - 2:20 p.m.
Sponsor Session - Quality Leasing Co.
Join the Quality Leasing Co. team for an in-depth look at how this 60+ year old story-source reviews, underwrites, and funds your B & C-credit deals. Specializing in titled vehicles, manufacturing, and heavy equipment. Quality Leasing can fund almost any commercial asset from $30K up to $3M as long as the customer profile supports the transaction. Come learn how Quality’s big-picture review process and personalized approach to each transaction set them (and in turn, you!) apart from the competition!
2:30 p.m. - 2:50 p.m.
Section 179 and Beyond
Presented by Nancy Geary
Join tax expert and CPA, Nancy Geary to learn more about current tax depreciation options available to lessors, including MACRS, bonus depreciation, and section 179. She will also address the various accelerated depreciation options, how they differ, and how to calculate them.
3:00 p.m. - 4:00 p.m.
Find the perfect “match” for your clients by hearing what each of our sponsors/exhibitors have to offer. Get a jump start on who you want to schedule more time with during the exhibitor hours.
4:00 p.m. - 5:00 p.m.
Enhance your resource network by meeting funding sources and service providers for the latest business solutions. Utilize the new "Talk Now" feature in the virtual exhibit booths to have a private on-one-appointment so you can make those all-important connections.