Independent Finance and Factoring Roundtable 2019

Starts:  May 8, 2019 1:00 PM (CT)
Ends:  May 9, 2019 5:00 PM (CT)
Associated with  CFA Conferences

Location

Holston House Nashville
118 7th Ave N
Nashville, TN 37203

Description

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At our 2019 Independent Finance & Factoring Roundtable, we will kick off with sessions on Wednesday, May 8, before our Opening Reception. After a full day of content on Thursday, May 9, join your colleagues at our networking dinner. 

Registration Fee: $945
*Registration is limited to senior-level employees of Commercial Finance Association Member Organizations.

Agenda:
Wednesday, May 8, 2019
1:00 p.m. - 7:00 p.m.
Registration

2:30 pm - 3:30 pm
Round Table Session - Succession Planning

An interactive discussion of the reasons for, value of, and options for succession of a business.  Topics will include:

  • Management Succession – considerations for your executive team and operating management, assessing the needs, do you hire or develop internally, do you buy/sell the business, other
  • Ownership Succession – weighing your options: selling the business and to what sort of buyer (strategic, financial, management), family succession options, winding down
Moderator: Terry Keating, President & CEO, Accord Financial Inc.
Daniel Tortoriello, EVP/COO, North Mill Capital

3:30 pm - 3:45 pm
Coffee Break

3:45 pm - 4:45 pm
Round Table Session - Selling, Buying & What a Company is Worth

A dynamic discussion about the state of the market, recent transactions, and valuation trends with Tim Stute, Hovde Financial. Followed by a panel discussion with Wayne Coker, Advantage Business:

  • I am thinking about selling. What attributes does an investor/buyer seek? What are the different types of investors/buyers? How does an investor/buyer determine value?
  • I am thinking about buying. What should I expect? What should I be doing and when? How do I figure out what a target is worth?
  • Advisors - Do I need them? Legal, accounting, investment banker, other
Moderator: Terry Keating, President & CEO, Accord Financial Inc.

5:30 pm - 7:00 pm
Opening Reception

Thursday, May 9, 2019

8:30 am - 4:30 pm
Registration

9:30 am - 10:00 am
Breakfast & Speed Dating Session -Time to meet some new faces and make some new friends 
  • Grab coffee, get out of your comfort zone and meet your peers
  • This is a great opportunity to briefly meet others at the conference and build your network
  • No stress, just good conversation before we start tackling the harder topics. 
Moderators: Robyn Barrett, Managing Member, FSW Funding
Terry Keating, President & CEO, Accord Financial Inc.

10:00 am - 11:00 am
Round Table Session - Human Capital

Employees—They are the #1 key to growth and profitability--An open and dynamic conversation related to a company’s most valuable asset…human capital. Topics will include:

  • Mission, vision and values - how do you get employee buy-in and how do you sustain it?
  • What do you want to accomplish with your team of people?
  • Cultivating, motivating and growing employees
  • Creating a growth oriented environment
  • Managing varied talent and age groups
Moderators: Bryan Ballowe Managing Partner, TradeCap Partners
Terry Keating, President & CEO, Accord Financial Inc.

11:00 am - 11:30 am
Coffee Break

11:30 am - 12:30 pm
Round Table Session - Why is everyone talking about Supply Chain Finance? 
  • Supply chain finance is not purchase order financing.
  • How difficult is it to implement supply chain finance?
  • Use Supply Chain Finance to retain clients, grow LOC utilization and increase fee income. 
Moderator: Robyn Barrett, Managing Member, FSW Funding

12:30 pm - 1:30 pm
Lunch

1:30 pm - 2:30 pm
Round Table Session - Evolving tech trends that should be on your radar
  • Keep up-to-date on the latest tech trends driving efficiency and revenue.
  • What are the latest tech trends for operations and marketing?
  • Hear what others have tried. What is working? What is not? 
Moderator: Robyn Barrett, Managing Member, FSW Funding

2:30 pm - 3:00 pm
Coffee Break

3:00 pm - 4:00 pm
Legal Round Table Session - Things You Shouldn’t Finance, and Why
Topics of discussion to include
  • PACA / USDA Regulations – perishable agricultural commodities.
  • Packers and Stockyards Acts – Livestock, meat, and poultry.
  • Cannabis
  • Alcohol
  • Horses, Dogs and anything that eats and produces “fertilizer”.

Additional topics related to wire fraud - missed directed funds through compromised emails.

Moderator: James McArthur, Executive Vice President, Magnolia Financial
Panelists: Gary Krasna, Principal, Gary Krasna, P.A.
Laurie Martin Montplaisir, Partner, Robbins, Salomon & Patt, Ltd.
Jeffrey Wurst, Shareholder, Ruskin Moscou Faltischek, P.C.


Thank you to our Sponsor

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TBA

Wells Fargo Dinner

Join your fellow senior executives in Nashville to share insights and problem solve in our intimate round table setting.

Use "Active Registration" link above to edit a partial registration.
Kayla Stypulkoski
2127929395
kstypulkoski@cfa.com

 

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