YoPro Leadership Summit

Starts:  Aug 28, 2019 1:00 PM (CT)
Ends:  Aug 29, 2019 2:00 PM (CT)


J.P. Morgan
10 South Dearborn
Chicago, IL 60603



CFA's YoPro Leadership Summit

August 28-29, 2019
J.P. Morgan Offices
Chicago, IL

Held in conjunction with CFA's Field Exam School and Advanced Underwriting Workshop.

Hotel Information: We have a room block at The Kimpton Gray Hotel that extends through Labor Day. A special discounted rate of $189+ tax per night has been negotiated for YoPro attendees and attendees of the education classes. The rate is available until August 2, 2019. *Please note you will receive a link to book your room once you register.

*subject to change

Wednesday, August 28th:

1:00 pm - 1:30 pm

1:30 pm - 2:00 pm
Welcome & Introductions

2:00 pm - 2:15 pm
About YoPro

2:15 pm - 2:45 pm
Small Group Breakout Session

2:45 pm - 3:15 pm 
Small Group Presentations

3:15 pm - 3:30 pm

3:30 pm - 4:30 pm 
Women Industry Leaders Panel

Gain Tips and insights from top women executives in the ABL industry and how they navigated their careers in a historically male-dominated industry.

Panelists: Karen Sessions, President, Bank of America Business Capital
Gail Bernstein, Executive Vice President, PNC Business Credit
Tania Daniel, Managing Director, ENGS Commercial Capital
Briana Richards, Principal, Ernst & Young LLP

4:30 pm - 5:15 pm
Leadership Session

5:15 pm - 5:30 pm
Day 1 Conclusion & Wrap-up

5:30 pm
Opening Reception

8:00 pm - 10:00 pm
Evening Reception at Flight Club
111 W. Wacker Dr.
Chicago, IL 60601

Thursday, August 29th:

8:00 am - 8:30 am

8:30 am - 9:00 am

9:00 am - 10:00 am
Changing of the Guard - ABL/Industry Leaders Under 50

Perspective from the next generation of ABL leaders and how they established their roles as the industry's next set of leaders.

Panelists: Jason Riley, Sr. Vice President, Bank of America
Jeremy Baker, Managing Director, Wells Fargo Capital Finance
Jason Miller, Partner, Otterbourg P.C.
Jason Hoefler, Managing Director, BMO Harris Bank
Brian Conway, SVP Southwest Region Marketing Manager, PNC Business Credit
Samantha Alexander, Regional Underwriting Manager - Managing Director, Wells Fargo Capital Finance
Jordan Klein, Partner, Winston & Strawn LLP

10:00 am - 11:00 am
Executive Committee Roundtable - CFA Leadership Positions, Committees and Joining the Fight

Sit down with members of the CFA Executive Committee to network and learn more about how to get involved in the CFA nationally. This roundtable will provide invaluable direct exposure to top leaders in the industry.

11:00 am - 11:30 am
Small Group Discussion - Building the Local Chapter

1. Beyond the interview - salary/promotions
2. Joining a board
3. Perspective from investors/bankers/liquidators, etc.

11:30 am - 12:00 pm
Small Group Presentations

12:00 pm - 12:30 pm

12:30 pm - 1:30 pm
Tips from the Titans

The panel will feature a powerhouse of ABL industry leaders. Gain insight and perspective on how these titans shaped their careers and what made them successful.

Panelists: Mike Sharkey, President, Fifth Third Bank
Michael Scolaro, ABL Group Head, BMO Harris Bank
Dave Grende, President & CEO, Siena Lending Group
Jeff Goldrich, President & CEO, North Mill Capital LLC
Michael Egan, EVP & COO, Monroe Capital LLC

1:30 pm - 2:00 pm
Small Group Discussion

Planning Future YoPro Conferences - Spring/Summer 2020

2:00 pm
Conference Conclusion & Wrap-up

Use "Active Registration" link above to edit a partial registration.
Kayla Stypulkoski


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