7:30 a.m. – 5:00 p.m. Registration
7:30 a.m. – 9:00 a.m. Breakfast
8:00 a.m. – 8:45 a.m. Industry 360 - Market Disruptors
Presented by: David C. Lee, North Mill Equipment Finance
The world has gone digital and there is no turning back. Executing a digital marketing strategy that connects with your customers, increases your brand awareness and skyrockets your revenue is difficult. What can we learn from amazing success stories where disruptive newcomers with little capital upended old industries by using off the shelf technology and creative marketing? How have disruptors differentiated themselves in the stodgy old world of financial services? Let’s examine some real world case studies and see how those lessons from success could be employed by commercial finance brokers.
9:00 a.m. – 10:00 a.m. The Future of AACFB
Presented by: Gary Greene, Lease$mart; Pete Sawyer, Sun South Equipment Leasing Inc.; Jaci Miller, ConnectedFi; Carrie Radloff, American Financial Partners
This is one session that cannot be missed. This session is packed full of information for all members. We look forward to seeing everyone here and providing a road map for where our association is heading, and whats in it for our members, whether you're an associate member, broker, funder, or anything in between.
10:00 a.m. – 2:30 p.m. Exhibits
2:45 p.m. – 3:45 p.m. Concurrent Sessions
Building Your Own Portfolio
Presented by: Lisa Rafter, Orion First Financial LLC
Whether you want to learn more about portfolio or if you want to build your own portfolio - Jump into this session; and continue this topic through the AACFB's online learning sessions. Expanding beyond originating leases to building and holding your own portfolio brings more opportunity to your business for steady income growth. To do so takes funding, capital and operational support for managing the portfolio. Discover the benefits and key elements involved in building a portfolio.
Upselling to Increase Your Revenue by Understanding Credit Scores/Analyzing Financial Statements
Presented by: Mike Miller, NCMIC; Buddy Zarbock, Commercial Funding Partners LLC
There are many business financing products and services that fulfill your customer’s needs for all types of credits in various industries. This session will provide you the tools necessary to identify how these products can help your customers while also adding additional and even recurring revenue streams for AACFB members. We will show you how to easily qualify your customer along with providing in depth knowledge on how to quickly analyze your customers financial statements and or credit situation to not only uncover these revenue streams but also increase your approval ratios for Equipment Financing and Leasing.
Speed Up Your Approval Process
Presented by: Taylor Moseley, General Financial
Are you in control of your transaction? Tired of waiting endlessly for approvals, or worse, a decline? Learn how top brokers receive pre-approvals in seconds, and by the time their customer signs their term sheet - underwriting has responded and documentation can begin. This session will provide deep insight into the approval process. Use technology and common sense to automate the tedious tasks, so you can spend more time working with your customer, vendor, and underwriters. We also invite you to AACFB's hands on workshop to put these tools to the test - real time.
4:00 p.m. – 5:00 p.m. Concurrent Sessions
Inbound Marketing Leads
Presented by: Jill Miller, Marketing Design Mix
Generating inbound marketing leads is both science and art. While you may attract attention with an artfully written article filled with actionable advice, it's the consistency and analysis as well as the content that drives leads INTO your organization. We'll cover everything you need to get started with inbound marketing -- including thought leadership, downloadable content, email, social media (featuring LinkedIn), and calls-to-action.
How to Get Vendor business In 2019
Presented by: Jamal Dean, Apple Capital Group; Gerry Oestreich, ABC Leasing & Financing
Our industry is evolving exponentially every day. People used to get excited when their phone rang, and they may have even welcomed a conversation. Join us as we unveil multiple trade secrets that are guaranteed to bring in GOOD repeat vendor business. Discover new ways to really connect with your vendor prospects (no, not on LinkedIn or Facebook), and turn this connection into an ongoing revenue stream.
Cyber Security - CYA (Covering Your App)
Presented by: John Miller, Marketing Design Mix
In the financial industry, risk often equals reward. For hackers, phishers, hijackers and other cyber-thieves, those businesses who ignore risk generate the biggest rewards - for them. Every business that uses the Internet, has a website, issues laptops and smartphones to its employees or keeps personal data on clients and employees has cyber-related risk. Learn about this risk and ways to protect yourself from application security risks, injection, broken authentication, broken access control, and cross-site scripting.