Thursday, May 12, 2022
7:30 a.m. – 5:00 p.m. Registration Desk Open
7:30 a.m. – 9:00 a.m. Breakfast
The day will get off and running with a hearty breakfast and a fantastic opportunity to make some new contacts.
9:00 a.m. – 12:00 p.m. Exhibit Hall Open
Make the most of exhibit time by visiting with dozens of commercial financing funding sources and service providers.
9:00 a.m. – 12:00 p.m. Chair Massage Station
10:30 a.m. - 12:00 p.m. Margarita Bar
12:00 p.m. – 1:30 p.m. Lunch & Keynote Speaker - Dr. Kevin Elko
Presented by Dr. Kevin Elko, Author, Speaker, Consultant
What it takes to win in sports translates into what it takes to win in life and in your career. You need to have the right mindset to be successful, which is why Dr. Kevin Elko is the perfect choice as this year's AACFB Annual Conference keynote speaker. Dr. Elko is perhaps the #1 Sports Psychology Performance Consultant in the country. He is a bestselling author and has a Doctorate in Education and a Master's in Psychology. As a pro and collegiate team performance consultant, Dr. Elko has won a staggering 31 combined Super Bowls and/or National Championships - winning titles with the Dallas Cowboys, Green Bay Packers, Pittsburgh Steelers, Philadelphia Eagles, Florida State, LSU, University of Miami, Alabama Crimson Tide, and more. Dr. Elko has been an integral part of these teams' success as he evaluated and recommended prospective players to the coaches and owners, regularly delivered inspiring speeches to the teams, wrote speeches that the head coaches gave to the teams, and established the mantras and mindsets for the teams to embrace and focus on for the season.
2:00 p.m. – 3:00 p.m. Concurrent Sessions
Business Forecast - Riding the Tides
Presented by Richard Ripley, Equifax Commercial
As we emerge from the pandemic, the Main Street rebound continues and the economy begins to normalize in some ways and change dramatically in other ways.
Increasing Efficiencies with E-Notary
Presented by Vinny Testa, Notarize
Has there ever been a time where flexibility, efficiency, and accuracy were more important than it is now? In this session, learn how the electronic Notary process offered by Notarize allows for legally signed AND NOTARIZED documents within a matter of minutes, and how to incorporate this tool into your day-to-day operations.
Technology: Making Your Processes Flow
Presented by Neil Clark, CLFP, Koala Capital Group; Michael Hong, Taycor; Carrie Radloff, CLFP, American Financial Partners; Kalah Sprabeary, CLFP, HUB Funding Solutions
Systems and technology conversations to best fit a broker’s scope of business can be overwhelming just trying to figure out where to start. This session will address one of the most important areas of technology as it relates to your Customer Relationship Management (CRM) system, as well as other digital tools. We will discuss options for the small, medium, and large broker shops to streamline and manage workflow.
3:00 p.m. - 3:30 p.m. Ice Cream Break
3:15 p.m. – 4:15 p.m. Concurrent Sessions
Marketing Success Blueprint
Presented by Kendra Ramirez, KendraRamirez.com
Discover the steps needed to create a digital marketing blueprint that will reach your target audience and power your business development and recruitment.
- Determine which channels your target audience uses.
- Layout your content frequency and best types of content.
- Plan and research your content.
- Measure for success.
Who should attend? Anyone who manages digital or business leaders who want more from their digital efforts.
Credit and Underwriting Insights
Presented by Kyle Bergeron, Blue Bridge Financial; Dale Kluga, Providence Equipment Finance, Brian Tri, Channel; Moderated by Stephanie Hall, BankFinancial
Every funding source uses a different approach to decisioning deals. This session will cover different lenders’ perspectives on what constitutes a complete package, how to properly present a deal, and views on the credit quality and collateral associated with requests. There will also be a discussion on a number of the reports and tools utilized by lenders in the underwriting process.
Roundtables (Sales & Fraud)
Moderated by Paul Cheslock, North Mill Equipment Finance; Laura Estrada, Preferred Capital Funding Inc.; Harmony Oswald, Oswald Law Firm; Carrie Radloff, CLFP, American Financial Partners; Shervin Rashti, CLFP, SLIM Capital, LLC
Think you’ve seen it all? Think again! During these Roundtables Sessions, attendees will hear and share experiences in the areas of sales and even some fraudulent transactions. Sharpen your skills in the areas of overcoming rate objections and closing the deal, and how to protect yourself from potential fraud that can put you and your lender at risk.
Take some time to enjoy the city, have dinner with a new connection or take in a Tim McGraw concert, Hamilton production, Michael Yo comedy show, or even a Charlotte Knights baseball game.