|11:15 a.m. – 12:15 p.m.
Operational Efficiencies: Get the Inside Track
Presented by John Boettigheimer, 4 Hour Funding and Gary Greene, Lease $mart
Experienced leasing professionals know all the neat “tricks of the trade”. This session will provide you with a treasure trove of unique services, methods, and websites that can make your business more effective. Some of the tips and services covered include methods to discover criminal records, verify driver’s licenses, verify bank accounts, verify serial numbers, confirm ACH information, geo-target vendors in a metro area, find trade shows in your area, decode and verify VIN numbers – and the list goes on and on! As a special bonus, we will also have a short session on how to use electronic signatures in your business. This session covers the many methods and services seasoned professionals utilize when reviewing, investigating and processing transactions. Get the inside track!
Exploring Alternative Financing Solutions: Increasing Your Odds
Presented by Chuck Brazier, TradeRiver USA, Tina Cawthorn, Orange Commercial Credit, Beth Malin, CapFlow Funding, David Marsh, AmericALease.com, Adam Peterson, Channel Partners, and Jeff Schubert, RapidAdvance
This session will introduce a myriad of alternative forms of financing and show how these products can benefit both the equipment finance professional and their clients. The round table format will allow you to spend 15 minutes at five different tables of your choice. Each of the lenders have a different solution for helping a client’s cash flow. They will highlight opportunities for increasing the broker’s revenue and enhancing the overall client relationship by positioning the broker as a single source for all of their client’s financial needs, while simultaneously providing additional options to help close more equipment deals.