The 2017 Annual Agenda

2:30 p.m. - 5:30 p.m.
  • Registration
    Sponsored by Crystal Financial LLC
2:30 p.m. - 4:00 p.m.
  • Exhibit Hall Opens
4:00 p.m. - 5:00 p.m.
  • Exhibit Hall Happy Hour
4:00 p.m. - 5:30 p.m.
  • Women in Comm'l Finance Reception with Panel
  • Join us for an informative panel on negotiating tactics featuring winners
    from CFA's 40 Under 40 Awards!
  • Moderator: Bethani Oppenheimer, Greenberg Traurig
    Panelists: Carol Anderson, U.S. Bank Asset-Based Finance
    Kathleen Davenport, Wells Fargo Capital Finance
    Jennifer Kempton, CIBC
    Nneoma Maduike, Otterbourg P.C.
5:00 p.m. - 6:00 p.m.
  • MidWest Chapt. Cocktail Reception
6:00 p.m. - 9:00 p.m.
  • Opening Reception Featuring Blues Legend Buddy Guy House of Blues
    Sponsored by RedRidge Finance Group and ExWorks Capital
Opening Reception at the World-Famous

House of Blues

7:00 a.m. - 5:00 p.m.
  • Registration
    Sponsored by Crystal Financial LLC
7:30 a.m. - 10:00 a.m.
  • General Session & Breakfast with Ellen Alemany, Chairwoman and CEO of CIT Group
    Presented by the CFA Women in Commercial Finance Committee
    Sponsored by: Wells Fargo Capital Finance, Chapman & Cutler, Paul Hastings, PNC Business Credit, 
    Vayana Network, Inc., HSBC, Mazars, 1STWEST Background Due Diligence, Arnall Golden Gregory LLP,
    Goldberg Kohn, K&L Gates,  North Mill Capital, People's United Business Capital, CIT Group
  • In 2013 Ellen Alemany retired as head of the Royal Bank of Scotland Americas and Citizens
    Financial Group, receiving a Lifetime Achievement Award from American Banker the same year.
    Her retirement would be short-lived: Three years later CIT Group asked her to revamp the
    commercial lender, which serves middle market clients and small businesses nationwide.
    Alemany quickly launched a three-year transformation plan that included simplifying and
    strengthening the company and growing its core businesses.

    Her four decades in financial services, largely focused in commercial banking, make her
    well-suited for the task to revamp one of America’s 100+ year-old companies by focusing
    on delivering for clients, customers and shareholders. Investors seem to approve, driving
    shares up 50% since June 2016.
  • Moderator: Andrea Petro, Wells Fargo Capital Finance
    Panelist: Ellen Alemany, Chairwoman & CEO, CIT Group
10:00 a.m. - 11:00 a.m.
  • Coffee Break in Exhibit Hall
    Sponsored by Gordon Brothers
11:00 a.m. - 12:15 p.m.
  • Panel 1: View from the Top: Large ABL Lenders
  • Top leaders from the biggest banks share their insights during the most challenging times
    for banks in history. This year features a mix of "new players" who come in to ABL from
    the outside world, as well as those firmly planter in this sector. The group will discuss what
    is different now in ABL from before, what observations they have as an "outsider" coming in,
    how ABL has changed/what is different about it and many other topics. These conversations 
    will help shape the way you plan your coming year.
  • Moderator: Janet Jarrett, SunTrust Robinson Humphrey
    Panelists: Chris Carmosino, Citizens Commercial Banking
    Paul Cronin, KeyBank Business Capital
    David Marks, Wells Fargo Capital Finance
    Sam Philbrick, U.S. Bank
11:00 a.m. - 12:15 p.m.
  • Panel 2: View from the Top: Independent Lenders
  • Key players at leading independent ABL, factoring, and other specialty finance organizations
    discuss their perspectives on key industry issues including: current market conditions and trends;
    opportunities and challenges, evolution of alternative products and their impact on independent
    ABL/factors; employee development & workforce diversity, and more. This is info that will provide
    you with the competitive intelligence necessary to foster growth.
  • Moderator: Robyn Barrett, FSW Funding
    Panelists: Tania Daniel, ENGS Commercial Capital
    Michael Finkelstein, The Credit Junction
    Jeff Goldrich, North Mill Capital
    Jennifer Palmer, Gerber Finance
12:30 p.m. - 2:30 p.m.
  • Lunch Session w/ Speaker: Tom Ricketts, Chairman and Owner of the Chicago Cubs
    Sponsored by Monroe Capital
  • Tom Ricketts was named Sports Executive of the Year at the Sports Business Awards, and, really,
    who else was it going to be? Since his family bought the Cubs in 2009, Ricketts presided over a
    makeover of the organization that culminated in a World Series championship in November. Hard to
    top exorcising 108 years of futility.

    In addition to his Cubs duties, Tom is also chief executive officer  of Incapital LLC, a Chicago
    investment bank that packages corporate bonds for retail investors. He is also a director of
    TD Ameritrade Holding Corporation as well as the son of Ameritrade founder J. Joseph Ricketts.
    Join us for this talk with one of the greatest business minds in all of baseball.
  • Moderator: Ted Koenig, Monroe Capital
    Speaker: Tom Ricketts, Chairman and Owner of the Chicago Cubs
2:30 p.m. - 3:45 p.m.
  • Panel 3: Private Debt Market Review: What is Going On? An Inside Look into
    the Direct Lending World
  • Discussion of the current alternative lender market. To also include Unitranche, specialty
    finance lending, and relationships between lenders.
  • Moderator: David Morse, Otterbourg P.C.
    Panelists: Allan Allweiss, LBC Credit Partners
    Ryan Cascade, Ares Management LP
    Ted Koenig, Monroe Capital LLC
    Dan Wolf, Cerberus Capital Management
2:30 p.m. - 3:45 p.m.
  • Panel 4: Managing Up/Down - Millennials, Gen X and Baby Boomers
  • Featuring winners of the inaugural 40 Under 40 Awards, this panel will focus on managing
    millennials and millennials then managing Gen X / Baby Boomers - A playbook on how to
    navigate the generational differences in the workforce. The panel will attempt to address
    an industry wide challenge: the recruitment and successful retention of millennials.
  • Moderator: Stephanie Maas, ThinkingAhead
    Panelists: Sam Alexander, Wells Fargo Capital Finance
    Bruce Denby, CIBC        
    Rob Meyers, Republic Business Credit
2:30 p.m. - 3:45 p.m.
  • Panel 5: Cybersecurity - Click Here to Panic!
  • This year’s panel will discuss issues impacting cyber security is having on US businesses.
    How big a problem is it really? What is the cost of recovering from a cyber-attack? What
    can be done to protect your business and your client’s business from falling prey to an
    attack. You’ve been attached, now what? Who do you turn to for help?
  • Moderator: Richard Palmieri, ANR Partners
    Panelists: Andreas Kaltsounis, Partner, Privacy and Data Security, BakerHostetler, LLC
    Casey Plunkett, Founder & CEO, CrossGeneration Security LLC; EVP, Sales & Marketing,
    Blue Bay Technology, LLC
    Rajesh De, Partner - Cybersecurity & Data Privacy Practice,
    Mayer Brown; Former General Counsel, NSA
2:30 p.m. - 3:45 p.m.
  • Panel 6: Lien On Me - Intercreditor Issues Today
  • Current trends and developments with intercreditor agreements and bankruptcy. Issues
    lenders confront in bankruptcy. Recent cases /rulings.
  • Moderator: Joye Lynn, Wells Fargo Capital Finance
    Panelists: Valerie Mason, Otterbourg P.C.
    Andy McGhee, AloStar Capital Finance
    Michael Pizette, Crystal Financial
    Chris Winter, Duane Morris LLP
4:00 p.m. - 5:00 p.m.
  • YoPro Reception (invitation only)
4:00 p.m. - 5:00 p.m.
  • Entrepreneurial Reception
4:00 p.m. - 5:00 p.m.
  • Exhibit Hall Happy Hour & Bourbon Tasting
    Sponsored by White Oak Commercial Finance, LLC
5:00 p.m. - 6:30 p.m.
  • Networking Reception in Exhibit Hall
    Sponsored by AloStar Capital Finance
9:00 p.m. - 12:00 a.m.
  • Nightcap Reception
    Sponsored by Goldberg Kohn and Otterbourg P.C.
7:00 a.m. - 12:45 p.m.
  • Registration
    Sponsored by Crystal Financial LLC
8:00 a.m. - 11:00 a.m.
  • Exhibit Hall
8:00 a.m. - 9:00 a.m.
  • Women in Commercial Finance Breakfast — By Invitation Only
9:00 a.m. - 10:00 a.m.
  • Panel 7: Breakfast Panel: Insights Into International Lending
  • The International/cross-border panel will discuss how members of the CFA, other than the
    large multinational banks, are meeting the financing and trade finance needs of their SME
    and MM clients. We will explore topics such as PO Financing, Factoring, small ticket ABL,
    and other forms of financing international AR and inventories.
  • Moderator: Alister Bazaz, Bank of America
    Panelists: Ed King, King Trade Capital
    Tessa Payne, FGI
    Matt Stanley, ExWorks Capital
    Ian Varley, Eagle Business Credit
9:00 a.m. - 10:00 a.m.
  • Panel 8: Breakfast Panel: How to Market ABL and Factoring in the New World
  • How to get to your core audience focused on your solution in a crowded marketplace
    with many options. Geared towards independents. Discussion of legal issues,
    interplay with ABL, factors.
  • Moderator: Cole Harmonson, Far West Capital
    Panelists: Lin Chua, InterNex Capital
    Jason Jones, LendIt
    Scott Winicour, Gibraltar Business Capital
9:00 a.m. - 10:00 a.m.
  • Panel 9: Breakfast Panel: Report of General Counsel
  • CFA's Co-General Counsel present their annual report on recent domestic and international
    legal issues affecting commercial finance.
  • Moderators: Jon Helfat, Otterbourg P.C.
    Richard Kohn, Goldberg Kohn
10:00 a.m. - 10:45 a.m.
  • Coffee Break in Exhibit Hall
    Sponsored by Gordon Brothers
10:45 a.m. - 11:45 a.m.
  • Friday General Session Speaker
    Sponsored by Wolters Kluwer - Lien Solutions
  • Derreck Kayongo, Founder, Global Soap Project
  • Derreck Kayongo, founder of the Global Soap Project and CEO of the National Center for
    Civil and Human Rights will challenge and inspire you with a life-story that depicts the
    struggle for survival and the successful pursuit of the American dream. Born in Kampala,
    Uganda, just before General Idi Amin Dada seized power, his family became refugees in
    Kenya. He later immigrated to America to attend university. Today, he is a successful
    entrepreneur and human rights innovator. Hear of his incredible journey and his
    entrepreneurial spirit.
11:45 a.m. - 12:45 p.m.
  • Exhibitor Prize Drawing & Buddy Guy Guitar Giveaway
    Sponsored by GemCap
12:30 p.m. - 2:45 p.m.
  • Lunch: Stay and Mingle or Grab-&-Go



CFA's 73rd Annual

Be Part of Something EPIC. Be Part of the Convention. Go Chicago.

November 8 – 10, 2017
Sheraton Grand Chicago, Chicago, IL

















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