AGENDA

 

AGENDA

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Thursday, April 27
7:00 a.m. – 3:00 p.m.










NAELB Annual Golf Tournament

(Optional: Additional cost for participation.)
Organized by Rodney Blecha, Precision Leasing, Inc.

Lunch sponsored by instaCOVER. Drinks sponsored by 360 Equipment Finance.


 

Don’t miss your chance to network with fellow leasing professionals in a relaxed environment during NAELB’s 19th Annual Golf Tournament at Mirimichi. Mirimichi, meaning “place of happy retreat,” is a premier public golf course located just 15 minutes north of downtown Memphis. The par 72 championship course is a challenging 7,400 yards from the tips and provides five to eight different tee boxes on each hole to appeal to golfers of all abilities. Mirimichi’s rolling grass mounds, meandering creeks and scenic vistas provide a natural ambience that creates a haven for golfers. At Mirimichi, golf, nature and people exist in harmony. Space is limited – be one of the first registered players to ensure your spot! For more information on Mirimichi, visit http://mirimichi.com/

Cost: $125 (Includes transportation, lunch, greens fees and cart fees.)

9:30 a.m. – 6:30 p.m. Registration

10:00 a.m. – 1:00 p.m.






















Broker 101
Presented by: Charles (Bud) Callahan, Jr., CLP, BPB, National Equipment Leasing, Inc.

Foun-da-tion (noun: the basis on which a thing stands, is founded or is supported.) The word is simple enough to understand—but do we have a clear concept of just how important a good foundation is to building things that will survive? With a solid foundation, you can build a business that will survive the test of time and concentrate on adding the next success to your portfolio. This class will be for those who are interested in becoming brokers, who are new brokers, who are new to the industry and anyone interested in discussing topics such as:

  • The leasing basics: types of leases, credit structures, terminology
  • The broker’s role: what we bring to the market
  • Working with funding sources: the do’s and don’ts
  • Finding business that your underwriters will want to fund
  • Ethical standards for brokers: fiduciary responsibility, it’s not just a word
  • Protecting your partners: funders, clients, vendors
  • Tools of the trade: contact management, pricing, negotiations, structuring
  • Finding business and keeping it
  • Leases vs. finance agreements: which are better?
  • ABC’s of a cold call
  • What is the rate?

This is just a sampling of what will be discussed as you lay the cornerstone of your foundation as a successful equipment leasing broker. Don’t miss this unique opportunity to learn from the NAELB past president.

12:00 p.m. – 2:30 p.m.  

 

Women in Leasing Luncheon

This luncheon will be held at The Majestic Grille. The cost is $40 per person. Email Marci Slagle at mslagle@vfi.net to RSVP.

3:30 p.m. – 4:30 p.m.

 

 

 

Gold Sponsor Presentation(s)

Listen and learn about what Gold Sponsors, RapidAdvance and Quality Leasing,Co have to offer.

  

 

5:00 p.m. – 6:30 p.m.





Speed Dating Reception

Meet the Board and our esteemed Sponsors in a fun, fast paced environment! Our Speed Dating Reception offers a unique opportunity for networking, especially for new members and first-time attendees, but everyone is encouraged to attend. Find the perfect “match” for your clients by meeting with funding sources one-on-one over a series of short "dates" lasting just a few minutes. Get a jump start on who you want to schedule more time with during the exhibitor hours. Drinks and appetizers will be provided.

7:00 p.m. – 10:00 p.m.







Opening Reception at Graceland

Join your fellow conference attendees as we head to the home of the King! This year’s opening reception will be held at the Presley Motors Automobile Museum at Graceland. Network with brokers and funders in our industry as you explore the museum, which features over 20 of Elvis' automobiles and motorized vehicles, including Elvis' Pink Cadillac, Stutz Blackhawk, 1956 Cadillac Eldorado, Dino Ferrari, Mercedes Benz limousine and Rolls Royce sedans. The museum also boasts a theater showing classic Elvis movie clips based on cars and racing. 

The reception is included in your registration cost and includes transportation to and from the museum, food, drink and access to the museum.


Friday, April 28

7:30 a.m. – 5:00 p.m.

Registration

8:00 a.m. – 9:00 a.m.

Breakfast
9:00 a.m. – 1:00 p.m.


Exhibits

Enhance your resource network by meeting funding sources and service providers for the latest business solutions.
9:15 a.m. – 10:00 a.m.





First-Timers/New Member Orientation
Presented by Gary Greene, Lease $mart

Is this your first NAELB conference? Are you new to NAELB? Would you like to meet other new members? Attend this brief informative session to learn how to make the most of this conference and your membership!

1:00 p.m. – 2:30 p.m.


Business Meeting Luncheon

Join us for lunch and updates on NAELB affairs. Witness the passing of the gavel from NAELB President Mike Parker, Florida National Equipment Finance to incoming president Rodney Blecha, Precision Leasing, Inc.
2:45 p.m. – 3:45 p.m.



















Concurrent Sessions

Cyber Security
Presented by Bryan Inman, Great American Insurance Group

Think your small business doesn’t have Cyber risk? Think again. Every business that uses the Internet, has a website, issues laptops and smart phones to its employees or keeps personal data on clients and employees has Cyber related risk. Learn about this risk and how you can protect your business.  

Digital Strategies for Success
Presented by Stu Lustman, P2PLendingExpert.com and Kendra Ramirez, Digital Strategist

In this comprehensive session, you will learn how to develop and implement a digital strategy to help increase your presence and bottom line. 

Topics will include specific, actionable information on: 

  • Reviewing your social media strategy
  • Running campaigns
  • Developing content
  • Creating a new website or improving your existing website
  • Analyzing the returns of digital strategies 
4:00 p.m. – 5:00 p.m.



























Concurrent Sessions

Exploring Alternative Financing Solutions
Presented by Chuck Brazier, TradeRiver USA, Beth Malin, Facteon, Adam Peterson, Channel Partners Capital,
Jeff Schubert, RapidAdvance

This session will introduce the equipment professional to a myriad of alternative forms of financing and show how these products can benefit both the equipment finance professional and their clients.  Each of the lenders on this panel has 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.

LinkedIn for Business Development
Presented Kendra Ramirez, Digital Strategist

LinkedIn offers a unique opportunity for building and leveraging warm connections that help drive sales. This session will teach participants how to effectively apply social networking strategies to their overall business development efforts. This session will go beyond the basics of LinkedIn and focus specifically on how to use LinkedIn to boost business development efforts and increase sales. It is ideal for professionals at every level who want to learn fresh strategies for marketing themselves and their company, finding prospects, shortening the sales cycle, and getting results. 

Topics covered will include:

  • How to connect with people in companies that you are targeting
  • How to build great positioning statements when leveraging warm connections
  • How to write a strong profile
  • Crucial LinkedIn etiquette
  • How to establish yourself as an expert
  • How to update privacy settings
  • How to leverage status updates to stay top of mind
OPEN EVENING


Saturday, April 29

8:00 a.m. – 1:30 p.m.


Registration

8:00 a.m. – 9:00 a.m.

Breakfast

9:00 a.m. – 11:00 a.m. Exhibits
11:15 a.m. – 12:15 p.m.


















Concurrent Sessions

Online Marketplace Lenders: Friend or Foe?
Presented by Stu Lustman, P2PLendingExpert.com

The online lending marketplace is revolutionizing the way businesses borrow money and is quickly changing the dynamics of business lending.  Most of us are aware of the "working capital loans" available, but this session will provide specific details about the other types of lending that small businesses are accessing through the online lending marketplace, focusing heavily on crowd funding and peer to peer lending. You will be shown what it looks like to access the sites, how they operate, and the potential pros and cons.  With the knowledge gained from this session, brokers and funders will be given the tools they need to continue to compete under a more traditional lending platform. 


Handle Change Like a BOSS!
Presented by Robert Evans Wilson, Jr., Speaker, Humorist, Author

Adapt to change by learning the innovator’s lifestyle, and you’ll use creative thinking in every aspect of your life. Problem solving becomes a snap. You’ll discover new ways to differentiate your company from the competition and boost your bottom line. When you approach change like an innovator, it energizes you and gives you feelings of empowerment. You’ll be able to embrace the new and recognize opportunities that others will miss. Even your sex life will improve!


12:30 p.m. – 2:00 p.m.










Lunch and Keynote Presentation

Wisdom in the Weirdest Places
Presented by Robert Evans Wilson, Jr., Speaker, Humorist, Author

Whether it is increasing sales, improving customer service, or meeting your own personal dreams, this entertaining, humorous presentation will get you motivated toward achieving your goals. Robert Wilson has explored much of the world’s tried and true wisdom that has been passed down over the ages. In his studies, he has discovered that the path to success, to achieving our goals and dreams, is often right under our noses. The problem is that we can’t see it because our vision is clouded by doubt and fear. Robert shows how to overcome these barriers to success and discover how wisdom, ideas and courage are often found in unexpected places. 

2:30 p.m. – 4:00 p.m.





Happy Hour & a Half

Join your fellow attendees in the Sheraton Hotel for an informal post-conference networking opportunity. Share what you learned, make new business connections or just catch up with your NAELB friends. An open bar will be provided.


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