Tuesday, April 16, 2024
7:00 a.m. – 3:00 p.m. Golf Tournament (Optional: Additional cost for participation.)
Don’t miss your chance to network with fellow commercial financing professionals in a relaxed environment during AACFB’s Annual Golf Tournament at the Palm Valley Golf Club. For the low entry fee of just $160, players can rub elbows with fellow commercial finance professionals on this championship course surrounded by stunning views of the Arizona landscape. Your entry fee includes roundtrip transportation between the course and the Renaissance Phoenix Glendale Hotel & Spa, greens fees, carts, breakfast, lunch, drinks, and prizes. Space is limited – ensure your spot today! For more information about the course, visit www.palmvalleygolf.com.
Sponsored by
8:30 a.m. – 6:30 p.m. Registration Desk Open
8:30 a.m. – 11:30 a.m. Brokering Essentials - Part 1
Presented by: Charles (Bud) Callahan, Jr., CLFP, BPB, National Equipment Leasing, Inc., Roderick Knoll, CLFP, Marathon Commercial Capital, Kalah Sprabeary, CLFP, HUB Funding Solutions, Amy Wagner, CLFP, American Financial Partners, and Scott Wheeler, CLFP, Wheeler Business Consulting
The class is designed for new entries into the commercial finance and leasing industry and will cover the essentials for establishing a successful brokerage operation based upon industry best practices and the need to expedite personal success. The class will include, but not be limited to:
Introduction to the role and opportunity for a commercial finance broker
- The value proposition of a strong commercial finance broker
- Selling to end-users, vendors, and referral sources
- The fiduciary responsibility of a commercial finance broker (ethics)
Establishing strong, efficient relationships with the “right” funders
- Adding significant value to funders
- Protecting funding sources
- Creating sustainable, long-term relationships
Proper packaging of transactions (knowing your transactions)
- Credit 101
- Understanding leverage and liquidity
- Equipment matters
- Emphasizing strengths and mitigating weaknesses
- Presenting a meaningful recommendation
- Going beyond application-only – understanding tax returns and financial statements
Selling an approval
- Understanding different structures (financing and leasing)
- Understanding the buy rate, structure, profitability, and T-Value
- Being aggressively transparent
- Adding value to vendors and end-users
- Understanding documentation and funding processes
Building personal wealth as an origination company
- What are the opportunities
- What are the challenges
- How to set goals and expedite success
12:00 p.m. – 1:30 p.m. Women in Finance Luncheon (Optional: Additional cost for participation.)
The women of leasing and commercial finance are invited to attend a special luncheon to enjoy good food and fellowship to kick off the fun and networking.
Cost: $50
Sponsored by
2:00 p.m. – 5:00 p.m. Brokering Essentials - Part 2
Presented by: Charles (Bud) Callahan, Jr., CLFP, BPB, National Equipment Leasing, Inc., Roderick Knoll, CLFP, Marathon Commercial Capital, Kalah Sprabeary, CLFP, HUB Funding Solutions, and Amy Wagner, CLFP, American Financial Partners, and Scott Wheeler
2:00 p.m. – 4:00 p.m. Transitioning from Broker to Broker/ Lessor
Presented by: Michael Hong, Taycor
If you are ready to start funding your own deals, this course is for you. Learn from someone who made the jump what you need to know before you start your own portfolio.
4:15 p.m. – 5:00 p.m. First-Timers/New Member Orientation/ Intro to CLFP
Presented by Kalah Sprabeary, CLFP, HUB Funding Solutions
If you are a new AACFB member or this is your first AACFB conference, this is the session for you! Learn how to unlock the benefits and resources available through the association and how to get involved with committees and volunteer opportunities. Additionally, this session will introduce you to what it means to be a CLFP, who does it, and why you should take the next step in your career.
4:15 p.m. – 4:35 p.m. Sponsor Presentation - ROK Financial
Learn more about ROK Financial.
5:30 p.m. – 6:30 p.m. Speed Networking Reception
Meet the Board and our esteemed Sponsors in a fun, fast paced environment! Our Speed Networking Reception offers a unique opportunity for networking, especially for new members and first-time attendees. Find the perfect match for your clients by meeting with funding sources one-on-one over a series of short quick appointments lasting just a few minutes. Get a jump start on who you want to schedule more time with during the exhibitor hours. Grab a drink and an appetizer and jump right into the networking!
Sponsored by
7:00 p.m. - 9:30 p.m. Opening Reception
Join everyone for the opening reception where attendees will mix and mingle with the industry's top professionals while enjoying food, beverages, and casino entertainment.
Sponsored by
