AGENDA

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 AGENDA 










 


Wednesday, May 18

3:00 p.m. – 6:30 p.m.
Registration 

5:00 p.m. – 6:30 p.m.
Opening Reception 


Thursday, May 19

7:45 a.m. – 4:00 p.m.
Registration 

7:45 a.m. – 9:00 a.m.
Breakfast with Economist
John Norris, Managing Director, Oakworth Capital Bank

9:00 a.m. – 10:00 a.m.
Coffee Break 

10:00 a.m. – 11:00 a.m.
Roundtable Discussion- MCA, Seems they are here to stay-- friend or foe?
Lead by Steven Gold, President & CEO, Allied Financial Corporation

11:00 a.m. – 12:00 p.m.
Panel – What time is it? Is it time to Sell your business or to Acquire a competitor? 
Lead by Tim Stute, Managing Director, Houlihan Lokey
Allen Frederic, CEO, Republic Business Credit, LLC
Mark Hafner, President & CEO, Celtic Capital Corporation


12:00 p.m. – 2:00 p.m.
Lunch 

2:00 p.m. – 3:00 p.m.
Roundtable – New Business is tough, should we be adapting more advanced technology to originate, or stay focused on the BDO model?
Lead by Tracy Eden, National Marketing Director, Commercial Finance Group

3:00 p.m. – 3:30 p.m.
Coffee Break 

3:30 p.m. – 4:30 p.m.
Roundtable – Tortoise Or Hare…Should we be rushing to close, or is underwriting still the key to success?
Lead by Jeff Goldrich, President & CEO, North Mill Capital LLC

6:00 p.m.
Reception and Dinner – Details to follow
Sponsored by Wells Fargo Capital Finance

 
Friday, May 20

8:30 a.m. – 12:30 p.m.
Registration

9:00 a.m. – 10:00 a.m.
Breakfast Roundtable Discussion – Who’s on First? What to do if you and your partners have different ideas about the end game?  Lead by Kwesi Rogers, President & CEO, Federal National Commercial Credit

10:00 a.m. – 10:15 a.m.
Coffee Break

10:15 a.m. – 11:30 a.m.
Panel – Open Discussion: Competition, Operations, General Concerns. Lead by Brian Van Nevel, Co-CEO, SPECTRUM Commercial Services

11:30 a.m. – 1:30 p.m.
Lunch (Can be taken to go)

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