Tuesday, May 2, 2023
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 Tustin Ranch Golf Club. This Ted Robinson designed golf course has been ranked four-stars by Golf Digest Magazine and is one of the best courses in Orange County. For the low entry fee of just $150, players can rub elbows with fellow commercial finance professionals in a beautiful setting. Your entry fee includes roundtrip transportation between the course and the Irvine Marriott, greens fees, carts, range balls, breakfast, lunch, drinks, and prizes. Space is limited – ensure your spot today! For more information about the course, visit www.tustinranchgolf.com.
Sponsored by
8:30 a.m. – 6:30 p.m. Registration Desk Open
9:00 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
Does your company have a solid foundation on which to build a business that will survive the test of time and will allow you to concentrate on adding the next success to your portfolio? This class will cover the essentials for building a brokerage that will last! Join us 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?
- Understanding financial statements and how underwriters interpret them
- Understanding and reading tax returns, Personal, LLC, Sub S corporations, C corporations and Not For Profit
- Understanding Personal Financial Statement
- Identifying bogus information in financial statements
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. This luncheon will be hosted at the stylish Prego Restaurant located at 2409 Park Ave. in Tustin, California, just a short ride from the Irvine Marriott hotel. The warm vibe of this restaurant makes it the perfect location to host this year's Women in Finance Luncheon, which is always a great time and a fun way to kick off networking at the conference.
Cost: $50
Sponsored by American Capital Group and Blue Bridge Financial
2:00 p.m. – 4:00 p.m. Brokering Essentials - Part 2
Presented by: Charles (Bud) Callahan, Jr., CLFP, BPB, National Equipment Leasing, Inc., Roderick Knoll, CLFP, Marathon Commercial Capital
2:00 p.m. – 4:20 p.m. Sponsor Presentations
2:00 p.m. – 2:20 p.m.
Sponsor Presentation – North Mill Equipment Finance, LLC
Join North Mill Equipment Finance to learn more about this small-ticket, private lender that exclusively serves the referral agent community. National in scope, the company underwrites A - C credits and considers FICOs from 550+. North Mill offers an Application Only program for deals $15,000 to $250,000 and an Application Plus program for larger transactions up to $1M. The company offers up to 12 points in commission and accepts transactions for all types of equipment including transportation, construction, manufacturing, janitorial and many others. Franchises also are accepted. North Mill’s corporate headquarters is in Norwalk, CT with regional offices in Irvine, CA and Voorhees, NJ.
2:30 p.m. – 2:50 p.m.
Sponsor Presentation – American Capital Group
Join American Capital Group to learn more about this direct lender with over 27 years experience providing equipment financing for A-D credit customers. With their Click-2-Fund platform, the are providing broker partners with 2 hours or less response times and a simple funding process. They are currently funding transactions between $10,000 - $500,000, for new or used equipment from both vendors and private parties.
3:00 p.m. – 3:20 p.m.
Sponsor Presentation – TradeRiver USA
Spend some time getting up to speed on what TradeRiver USA has to offer. TradeRiver USA provides Trade Finance, Purchase Order Finance, and Factoring solutions for growing U.S. and Canadian companies. Clients gain access to their STEPS Platform to seamlessly transact and fund supplier purchases. They fund the complete supply chain, from the earliest P.O. deposit through the final end-customer receivable and bridge the full A/P-A/R revenue cycle. They finance the Client’s early ‘production cycle’ and work closely with Client’s existing Banks and Factors, who can be the 'take-out’ of their position when the end-buyer invoice is accepted. Client companies range from A - C credit levels, provided they have a strong end-buyer customers on the receivable end. Partners earn ongoing commission annuities for the life of the client account. Revolving Trade Facilities range from $500,000 to $30 Million.
3:30 p.m. – 3:50 p.m.
Sponsor Presentation – ROK Financial
Join the ROK Financial team which is committed to establishing ROK solid relationships with their clients, lenders, and partners. By providing the best financing solutions available to business owners while creating a positive association with business financing. Through their streamlined process, revolutionary technology, and educated team of experts, they support a business owner's ability to create new opportunities. ROK Financial is proud to empower the heartbeat of our country and small businesses
4:00 p.m. – 4:20 p.m.
.Sponsor Presentation – Quality Equipment Finance
Join the Quality Equipment Finance team for an in-depth look at how this 60+ year old story-source reviews, underwrites, and funds your B & C-credit deals. Specializing in titled vehicles, manufacturing, and heavy equipment-Quality can fund almost any commercial asset from $30K up to $3M as long as the customer profile supports the transaction. Come learn how Quality’s big-picture review process and personalized approach to each transaction set them (and in turn, you!) apart from the competition!
4:15 p.m. – 5:00 p.m. First-Timers/New Member Orientation
Presented by Kalah Sprabeary, 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.
4:30 p.m. – 5:15 p.m. Introduction to the CLFP
Melissa Vinson, CLFP, CLFP Foundation; Reid Raykovich, CLFP, CLFP Foundation
Are you curious what those four letters mean? Have you seen them after people’s names, but you're not quite sure what they stand for? 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.
5:30 p.m. – 7:00 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 National Business Capital
7:00 p.m. - 10:00 p.m. Opening Reception
Join everyone for a reception to remember Hawaiian style, sponsored by C.H. Brown Co., LLC. Attendees will mix and mingle with the industry's top professionals while enjoying food, beverages, and music.
Sponsored by C.H. Brown Co., LLC
