Full Agenda


7:30 a.m. - 4:30 p.m.

Registration Desk Open

8:00 a.m. - 9:30 a.m. 

Women in Finance Breakfast
Sponsored by American Capital Group & Dedicated Funding, LLC

The women of leasing and commercial finance are invited to attend a special breakfast to enjoy good food and fellowship to kick off the fun and networking.

Cost: $40

10:00 a.m. - 12:00 p.m.

Coffee Break
Sponsored by American Capital Group

10:00 a.m. - 1:00 p.m.

Exhibits & Educational Sessions

10:20 a.m. - 10:40 a.m.

Pros and Cons of Working with Super Brokers
Presented By: Steve Crane, CLFP, BSB Leasing, Inc. | Steve Geller, CLFP, Leasing Solutions LLC | Daniel Munman, Vista Capital Corporation | Christine Vaughn, CLFP, Financial Pacific Leasing

Brokers are experts in their field, but they don’t always have the time and operational resources to handle the variety of transactions that come through the door. Super Brokers may be a solution to this challenge, providing operational resources and access to bank and funding source relationships that may not be available to a broker. Join our panel of experts as they explore the pros and cons of sub-brokering. Learn when using a Super Broker may be a good fit and when it may be better to explore other options.

11:00 a.m. - 11:40 a.m.

Fraud Detection and Prevention
Presented By: John Boettigheimer, 4 Hour Funding | Paul Fogle, CLFP, Quality Leasing Co., LLC | Ken Greene, Law Offices of Kenneth C. Greene 

If you’ve been in this industry long enough you have experienced fraudulent submissions that have possibly created monetary or reputational expense. In this session we will discuss how the larger community might work together to reduce the occurrence of fraud. Some of the questions to be discussed include: How do we protect each other when these people are discovered? What are the current options in letting others know? What else can we do to protect ourselves?

12:00 p.m. - 12:40 p.m.

Tech Trends & Cyber Security
Presented By: Melissa Fisher, CLFP, Taycor | Michael Hong, Taycor | Gerrit Krispien, Taycor | Bryan Smith, Taycor

Starting from customer acquisition, customer onboarding, credit analysis, contract generation, and moving into accounting, servicing, and portfolio management, ours is an industry that relies on symbiotic relationships to support small business growth and development. However, until recently, technology has played a backseat in improving the customer experience. This panel will cover challenges and solutions across a single customer’s journey that travels across multiple departments and spanning several partnering companies, and how technology is making each interaction smoother and easier. The discussion will cover problems faced, the approach in solving them, and the solutions deployed.

1:00 p.m. - 2:30 p.m.

Lunch & Presentation: Keeping Up with Disclosure Laws
Sponsored by American Capital Group

Presented By: Ken Greene, Law Offices of Kenneth C. Greene | Joe Schmitz, CLFP, F.I.T. Leasing | Kit West, C.H. Brown Co. LLC

This panel will address the new commercial finance laws with an emphasis on California, where new regulations were recently adopted and which require compliance by December 9, 2022. The program will be a general overview of the requirements of the new laws and regulations, the responsibilities of brokers and lenders, and the risks and penalties for non-compliance.

3:00 p.m. - 3:20 p.m.

Ice Cream Break 
Sponsored by Financial Pacific Leasing, Inc.

3:00 p.m. - 5:00 p.m.

Exhibits & Educational Sessions

3:00 pm. - 3:20 p.m.

Sponsor Presentation - TradeRiver USA
Presented By: John Hollender, TradeRiver USA

Spend some time getting up to speed on what TradeRiver USA has to offer. TradeRiver USA provides Trade Finance, Purchase Order Finance, and Factoring solutions for growing U.S. and Canadian companies. Clients gain access to their STEPS Platform to seamlessly transact and fund supplier purchases. They fund the complete supply chain, from the earliest P.O. deposit through the final end-customer receivable and bridge the full A/P-A/R revenue cycle. They finance the Client’s early ‘production cycle’ and work closely with Client’s existing Banks and Factors, who can be the 'take-out’ of their position when the end-buyer invoice is accepted. Client companies range from A - C credit levels, provided they have a strong end-buyer customers on the receivable end. Partners earn ongoing commission annuities for the life of the client account. Revolving Trade Facilities range from $500,000 to $30 Million.

3:40 pm. - 4:20 p.m.

Industry Trends: How to Sell in a Rising Rate Environment
Presented By: Kip Amstutz, CLFP, 360 Equipment Finance | Jeff Brannon, SLIM Capital | Jennifer Casey, Smarter Finance USA | Mae Philpott, CLFP, Quality Leasing Co., Inc.

Interest rates are rising but customer expectations are stuck in the past. Join this panel of experts to find out how to keep selling in the current environment.

4:40 pm. - 5:00 p.m.

Pros & Cons of Funder Portals
Presented By: Carrie Radloff, CLFP, American Financial Partners | Vickie Rocco, Entegra Capital LLC

Love them or hate them, funder portals are becoming more mainstream by the day, and they are here to stay. In this session you will hear what brokers and funders both say are the top PROs and CONs of using portals. Join us for what is sure to be a lively and educational discussion.

5:30 p.m. - 7:30 p.m.

Sponsored by Amur Equipment Finance

Join us at the LUX as we mix and mingle with the commercial financing industry's finest!  Eat, drink, and take in the spectacular views of the Las Vegas Strip.


7:30 a.m. - 12:00 p.m.

Registration Desk Open

8:00 a.m. - 9:00 a.m. 


9:00 a.m. - 12:00 p.m. 

Exhibits & Education Sessions

9:20 am. - 9:40 a.m.

How to Compete Against Online Lenders/Lines of Credit
Presented By: Leslie Brown, CLFP, Mak Global Corporation | Carrie Radloff, CLFP, American Financial Partners

Are you losing customers to online lenders, banks, lines of credit, credit cards and other types of finance products? Join our session to talk through ideas of how to compete against the other types of lending options your customers are considering.

9:30 a.m. - 11:30 a.m.

Bloody Mary Bar
Sponsored by Channel | Your Partner in Funding

10:00 a.m. - 10:40 a.m.

FinTech: Automated Underwriting Services
Presented By: Ben Fried, Lama

11:00 a.m. - 11:40 a.m.

What Makes a Great Funder/Broker
Sponsored by American Capital Group

Presented By: Carrie Radloff, CLFP, American Financial Partners | Vickie Rocco, Entegra Capital LLC

Who doesn’t want to be the best at what they do? Whether you are a broker, or a funder join us for a fun discussion of what each group has identified as the most important qualities they look for in the broker/funder relationship.

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 3:00 p.m.

Post Expo Boot Camp - Making the Most of Your Marketing
Presented By: Kristi Schon, Channel - Your Partner in Funding

Get your brand in gear by attending the marketing boot camp. This session will provide you with the tools to make sure your brand and messaging strategies break through! Join marketing expert Kristi Schon as she dives into an approach to branding and strategies that will help you stand out from the pack and guide more impactful messaging that resonates with your target audiences. Go home with tips to avoid the pitfalls of sameness!

1:00 p.m. - 3:00 p.m.

Post Expo Boot Camp - How to Recession Proof Your Brokerage
Presented By: Bud Callahan, CLFP, National Equipment Leasing, Inc. | Wade Rasmussen, Amerifund, Inc. | Scott Wheeler, CLFP, Wheeler Business Consulting

Are we in a recession? It depends on who you ask, but downturns in the economy are inevitable and it is always a smart move to be prepared for whatever may come along. This session will take a deep dive into strategies to survive in a recession. A panel of seasoned brokers will share insights on how they weathered the last recession and the many ups and downs in the economy. Find out how they have kept their businesses surviving and thriving through it all!