2021 VIRTUAL FINANCE SUMMIT - MARCH 16-17
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
2021 VIRTUAL
FINANCE SUMMIT
MARCH 16-17
AGENDA
DAY 1 | MARCH 16 2021
Exhibitor Networking | 10:00 AM - 12:00 PM
Stan Phelps: PURPLE GOLDFISH -Little Things Make the Biggest Difference
12:00-1:00 PM ET
Exhibitor Networking | 1:00 - 1:30 PM
Preparing Yourself to be Your Company's Next Leader
1:30-2:30 PM ET
Documentation in the Post COVID World
1:30-2:30 PM ET
Exhibitor Networking | 2:30 - 3:00 PM
LinkedIn: Differentiating Yourself, and Leveraging Your Professional Relationships in Today's
Online Environment
3:00-4:00 PM ET
Credit Scoring: What is it and How Should it be Used
3:00-4:00 PM ET
Exhibitor Networking /Happy Hour| 4:00 - 5:30 PM
AGENDA
DAY 2 | MARCH 17 2021
Exhibitor Networking | 10:00 AM - 12:00 PM
John Kriesel: Still Standing, Still Smiling
12:00-1:00 PM ET
Exhibitor Networking | 1:00 - 1:30 PM
Stan Phelps: SILVER GOLDFISH - Loud & Clear: the Keys to Virtual Communication
1:30-2:30 PM ET
Fraud: Real Life Case Studies and How They Were Resolved
1:30-2:30 PM ET
Exhibitor Networking | 2:30 - 3:00 PM
Maximizing Your Funding Source Relationships
3:00-4:00 PM ET
Leasing in the Cannabis Industry, a Growth Opportunity
3:00-4:00 PM ET
Exhibitor Networking /Happy Hour| 4:00 - 5:30 PM
COMMITTED TO THE EQUIPMENT
FINANCE INDUSTRY
We work exclusively with equipment finance companies to
help you keep YOUR customers YOUR customers with more
financing solutions.
NOW OFFERING EQUIPMENT FINANCE
• Risk Based Pricing (Tiers 1 - 4)
• Financing a variety of equipment
• Ticket sizes $10,000 - $250,000
• Technology that puts you in control
• Partnering with you to win business
• Bundle with working capital to diversify & extend
your business
WORKING CAPITAL OPTIONS
• Over 50% of all businesses use WORKING CAPITAL to grow
• Loans or advances up to $250,000
• Credit decisions in hours
• CPC Select - reward your best customers with better rates,
terms and monthly payments
CONTACT US TO LEARN MORE
Evan Sammon Luke Grittner
West Director of Sales East Director of Sales
evan@channelpartnersllc.com luke.grittner@channelpartnersllc.com
(763) 746-1516 (763) 746-1524
Rated 4.9 out of 5
quot
e|a
ppl
y|doc
ume
nt|no f
y|OCR|i
nte
gra
te
s
impl
i
fyl
endi
ngwi
th
v
endorpor
tal
bynor
tht
eq
reque
stademo:
i
nfo@nort
hte
q.c
om
First name Last name Organization Title Email Area Code Phone Ext.
John Boettigheimer 4 Hour Funding LLC / Centra Funding LLC President john@centraleasing.com 888 779-4629
Bill King 4 Kings Capital President bill@4kingscapital.com 580 583-1017
Monica Harper AACFB Executive Director mharper@hqtrs.com 800 996-2352
Ken Greene AACFB/Law Office of Kenneth Charles Greene General Counsel ken@kengreenelaw.com 818 575-9095
Doug Richters Accord Financial Group President doug@accordfg.com 937 753-1326
Frans VanSchaik African Asset Finance Company Inc CEO frans@aafc.com 212 827-5787
Brent Hall Alliance Funding Group Vice President BHall@afg.com 253 961-6000
Michael Willerer Alliance Funding Group SVP, Director of Operations mwillerer@afg.com 800 978-8817
Carl Heaton American Capital Group, Inc. CEO carlh@acgcapital.com 949 461-1170
Stefanie Viada American Capital Group, Inc. Director, Broker Services stefaniev@acgcapital.com 888 545-1595
Todd Wainwright Amur Equipment Finance Senior Vice President, Director of Risk twainwright@amuref.com 308 398-7180
Valerie Wood Amur Equipment Finance Relationship Development Manager vwood@amuref.com 308 398-7177
Chris Lerma AP Equipment Financing Chief Credit Officer. Sr. VP Syndications clerma@apfinancing.com 415 451-4048
Joseph Camilleri AuctionAdvisors Associate Auctioneer jcamilleri@auctionadvisors.com 800 862-4348
Crosby Hiss Atlantic Equipment Finance, LLC Partner crosby@atlanticef.com 215 896-9549
Daniele Bichel Balboa Capital Business Development of Vendor Sales Daniele.Bichel@balboacapital.com 949 756-0800
Krystina Ortega Balboa Capital Marketing Manager krystinajo@balboacapital.com 949 383-9362
Vicki Shimkus Balboa Capital Broker Relationship Manager vicki.shimkus@balboacapital.com 949 399-6348
Bruce Brandon BankFinancial Equipment Finance EVP Middle Market Equipment Finance bbrandon@bankfinancial.com 385 777-4631
Adam Brandt BankFinancial Equipment Finance VP - Lease Banking abrandt@bankfinancial.com 385 777-0120
Andre Clifford BankFinancial Equipment Finance VP, Small-Ticket aclifford@bankfinancial.com 610 291-5089
Robert Grabner BankFinancial Equipment Finance Executive Vice President rgrabner@bankfinancial.com 630 242-7223
Stephanie Hall BankFinancial Equipment Finance EVP, Small-Ticket shall@bankfinancial.com 267 498-0688
Katie O'Mara BankFinancial Equipment Finance VP - Small Ticket Credit Operations komara@bankfinancial.com 267 498-0669
Marci Slagle BankFinancial Equipment Finance President - BankFinancial Equipment Leasing MSlagle@BankFinancial.com 801 663-7117
Diane Williams Banleaco, Inc. VP | Controller dwilliams@banleaco.com 515 471-1651
Michael Arida Beacon Funding Corporation Credit and Syndications Manager marida@beaconfunding.com 847 423-0741
Aaron Massie Beacon Funding Corporation General Counsel AMassie@beaconfunding.com 847 443-2574
Justin Vogel Bridge Bank SVP Justin.Vogel@bridgebank.com 408 423-8500
Edward Gerek Bryn Mawr Funding Funding Manager egerek@bmtc.com 610 526-2302
Brent Russell Bryn Mawr Funding Senior Underwriting and Funding Manager brussell@bmtc.com 610 581-4778
Dom Venuto Bryn Mawr Funding Credit and Funding Manager dvenuto@bmtc.com 866 408-0308
Tim Westburg Bryn Mawr Funding SVP twestburg@bmtc.com 866 408-0308
Jim Zelinskie Bryn Mawr Funding President jzelinskie@bmtc.com 610 581-4993
Travis Baez C.H. Brown Co., LLC Staff Assistant II/Receptionist tbaez@chbef.com 307 939-6414
Krista Betts C.H. Brown Co., LLC Staff Assistant II kbetts@chbef.com 307 322-2545
Mark Birkle C.H. Brown Co., LLC Supervisor/Equipment Lender III mbirkle@chbrownco.com 307 322-2545
Tami Brost C.H. Brown Co., LLC Staff Assistant II/Title Administrator tbrost@chbef.com 307 939-6423
Trisha Call C.H. Brown Co., LLC Staff Assistant/Title Administrator tcall@chbef.com 307 939-6415
Leslie Crossland C.H. Brown Co., LLC Staff Assistant lcrossland@chbef.com 307 939-6420
Jade Cundall C.H. Brown Co., LLC Equipment Lender II jcundall@chbef.com 307 322-2545
Wyatt Dunlap C.H. Brown Co., LLC Staff Assistant II wdunlap@chbef.com 307 322-2545
Raynee Hernandez C.H. Brown Co., LLC Staff Assistant II rhernandez@chbrownco.com 307 322-2545
Victoria Hernandez C.H. Brown Co., LLC Staff Assistant II vhernandez@chbef.com 307 322-1678
Cynthia Holomon C.H. Brown Co., LLC Staff Assistant cholomon@chbef.com 307 939-6418
Debra Jameson C.H. Brown Co., LLC Staff Assistant II djameson@chbef.com 307 322-3069
Reuben Kauffman C.H. Brown Co., LLC Collector rkauffman@chbef.com 504 439-1609
Mark Knickerbocker C.H. Brown Co., LLC Equipment Lender I mknickerbocker@chbef.com 307 322-5848
Carly Little C.H. Brown Co., LLC Equipment Lender I clittle@chbef.com 307 322-2545
Janie Martines C.H. Brown Co., LLC Office Manager jmartines@chbef.com 307 322-2545
Edward Meyer C.H. Brown Co., LLC Chief Operating Officer emeyer@chbrownco.com 307 322-2545
Marissa Meyer C.H. Brown Co., LLC Operations Clerk mmeyer@chbef.com 307 322-2545
Kathy Price C.H. Brown Co., LLC Staff Assistant II kprice@chbef.com 307 322-1607
Joey Pye C.H. Brown Co., LLC Equipment Lender II jpye@chbef.com 307 939-6419
Jan Schmitzer C.H. Brown Co., LLC Collections/Training Manager jschmitzer@chbef.com 307 322-2545
Kit West C.H. Brown Co., LLC Business Development Director kwest@chbrownco.com 307 241-7005
Philadelphia Yeadon C.H. Brown Co., LLC Staff Assistant II pyeadon@chbef.com 307 322-1610
David Barthel Capital Leasing Corp. President dbarthel@capitalleasingcorp.com 901 861-7500
Ryan Baker Capitol Lien Records and Research, Inc. VP Business Development ryanb@capitollien.com 651 789-3474
Stacy Allen Channel Partners Capital VP of Business Development Stacy.Allen@channelpartnersllc.com 952 283-3594
Cindy Fleck Channel Partners Capital Senior Vice President, Director of Risk cindy.fleck@channelpartnersllc.com 763 746-7760
Adam Peterson Channel Partners Capital National Sales Manager adam@channelpartnersllc.com 763 746-7760
Robert Hornby Chiesa Shahinian & Giantomasi PC Attorney rhornby@csglaw.com 973 530-2032
Wally Greeves CIE International, LLC dba C2 Management Community & Industry Liaison wgreeves@tryc2.com 540 955-5740
Christopher Hansen CIE International, LLC dba C2 Management President chansen@tryc2.com 540 431-2329
Reid Raykovich CLFP Foundation Executive Director Reid@clfpfoundation.org 206 535-6281
Robert Hanna Cohn & Dussi, LLC Director National Sales & Marketing rhanna@cohnanddussi.com 781 494-3415
Kelly Coldiron Coldiron Asset Recovery Vice President kelly.coldiron@coldironcompanies.com 405 830-8401
David Gandolfo CAFBA Chair of Advocacy president@cafba.com.au 61 300 022 322
David Gill CAFBA CEO ceo@cafba.com.au 61 300 022 322
Eduardo Cruz Commercial Equipment Financing, LLC President/Owner Eduardo@commercialef.com 510 766-8641
Brian Walker Commercial Funding Partners VP, Business Development bwalker@com-funding.com 810 545-7353
Buddy Zarbock Commercial Funding Partners Owner bzarbock@com-funding.com 801 545-4000
Italo Guerrieri Constellation Financial Software Business Development Manager iguerrieri@constellationfs.com 647 998-5591
Connor Johnson Constellation Financing Systems Inc. Sales Representative cjohnson@constellationfs.com 437 214-8865
Russell Lash CSC SaaS Financial Account Manager russ.lash@cscglobal.com 217 899-4465
Greg Nappi DDI Capital CFO gregn@ddicapitalinc.com 201 264-4880
Mike Mroszak Dedicated Commercial Recovery Inc. VP - Strategic Partnerships mike@dedicatedcri.com 651 587-1001
Kendal Palony Dedicated Commercial Recovery, Inc. Client Relations kmpalony@gmail.com 651 829-2667
Shawn Smith Dedicated Commercial Recovery, Inc. CEO Shawn@dedicatedcri.com 612 351-3945
Dennis Dressler Dressler Peters Attorney ddressler@dresslerpeters.com 312 602-7360
Anne Dalgaard Dynamic Rentals Senior Controller adalgaard@dynamicrentals.com 818 636-1775
Shari Lipski ECS Financial Services, Inc. Principal slipski@ecsfinancial.com 847 897.1711
Michael Dickinson Equipment Finance Advisor Editor mdickinson@advisorpubs.com 610 283-3636
Michael Toglia Equipment Finance Advisor President | CEO mtoglia@advisorpubs.com 610 283-3636
Cheryl Tibbs Equipment LeaseCo CEO Cheryl@equipmentleaseco.com 404 400-1837
Shawn Rife Experian Senior Manager Shawn.Rife@experian.com 714 830-3052
Laura Carini Financial Pacific Leasing SVP, Operations lcarini@finpac.com 888 239-8342
Mary Armstrong Financial Pacific Leasing, Inc. Sr. Business Relationship Manager III, AVP Marmstrong@finpac.com 253 568-6157
Jill Brothers Financial Pacific Leasing, Inc. AVP, CLFP Relationship Manger Commercial Jbrothers@finpac.com 800 447-7107
Laura Carini Financial Pacific Leasing, Inc. SVP Operations lcarini@finpac.com 253 568-6293
Marlena Reams Financial Pacific Leasing, Inc. Business Relationship Manager II Mreams@finpac.com 888 239-8339
Vickii Robinson Financial Pacific Leasing, Inc. Broker Relationship Manager Vrobinson@finpac.com 800 447-7107
Christine Vaughn Financial Pacific Leasing, Inc. VP Business Development, CLFP cvaughn@finpac.com 877 222-8541
Albert Royale First Foundation Bank Business Development Officer aroyale@ff-inc.com 949 535-5331
Lisa Whitehead First Foundation Bank VP/Sales & Service lwhitehead@ff-inc.com 949 299-5485
Merita Sohn Great American Insurance Group Business Project Specialist msohn@gaig.com 866 676-5677
Dave Gruber Great American Insurance Group Divisional Assistant Vice President dgruber@gaig.com 513 287-8713
Bryan Inman Great American Insurance Group Business Development btinman@gaig.com 513 763-6178
Aimee Madliger Great American Insurance Group Account Manager amadliger@gaig.com 513 763-6178
Sean McKenna Great American Insurance Group Sales Manager spmckenna@gaig.com 513 763-7314
Michelle Noyes Great American Insurance Group Marketing mmnoyes@gaig.com 513 763-6178
Ken Schneider Great American Insurance Group Divisional Senior Vice President kwschneider@gaig.com 513 763-7091
Kevin Kepp Hanmi Bank Executive Vice President kevin.kepp@hanmi.com 480 388-1213
Martina Rider Porter Hemar, Rousso & Heald, LLP Partner mriderporter@hrhlaw.com 818 501-3800
Lisa Nowak IDS Lead Product Manager lnowak@idsgrp.com 612 618-1749
Jon Orton IDS Director of Demand Generation jorton@idsgrp.com 612 860.0438
Keith Romanshyn IDS Account Executive kromanshyn@idsgrp.com 651 276-3373
Bryony Underwood IDS Executive Assistant bunderwood@idsgrp.com 44 7557-790766
Kristi Darlington instaCOVER, LLC Director of Sales kristi.darlington@instacover.com 866 928-9180
Theresa Kabot K2 Funding Group Founder tkabot@lease-it.com 206 301-9960
Mary Anderson KLC Financial, Inc. Business Development Assistant mary@klcfinancial.com 952 595-5531 5531
Brian Bourne KLC Financial, Inc. Marketing and Business Development brian@klcfinancial.com 952 595-5528 5528
Derek Bredesen KLC Financial, Inc. Accounting derek@klcfinancial.com 952 224-4300
Joel Dammann KLC Financial, Inc. Business Development joel@klcfinancial.com 952 595-5533 5533
Lesley Farmer KLC Financial, Inc. Business Development lesley@klcfinancial.com 952 224-2901 4310
Marcus Frederickson KLC Financial, Inc. Account Manager Marcus@klcfinancial.com 952 595-5530 5530
Stewart (Stew) Gillmor KLC Financial, Inc. Business Development stewart@klcfinancial.com 952 595-5521 5521
Allen Glynn KLC Financial, Inc. Business Development allen@klcfinancial.com 952 224-4304 4304
Sharon Goetz KLC Financial, Inc. Operations Sharon@klcfinancial.com 952 595-5520 5520
Saima Hawley KLC Financial, Inc. Accounting Saima@klcfinancial.com 952 595-5534 5534
Kim Kee KLC Financial, Inc. Accounts Payable Coordinator Kim@klcfinancial.com 952 595-5523 5523
Marc Keepman KLC Financial, Inc. CEO marc@klcfinancial.com 952 224-4302 4302
Jared Keepman KLC Financial, Inc. Business Development jared@klcfinancial.com 952 224-4306 4306
Kevin Kelly KLC Financial, Inc. VP of Finance kevin@klcfinancial.com 952 224-4307 4307
Heather Knoke KLC Financial, Inc. Operations heather@klcfinancial.com 952 595-5529 5529
Griffin Lefeber KLC Financial, Inc. Credit Analyst griffin@klcfinancial.com 608 772-1492
Jennifer (Jen) Martin KLC Financial, Inc. Operations jennifer@klcfinancial.com 952 595-5537 5537
Jena Morgan KLC Financial, Inc. VP of Operations jena@klcfinancial.com 952 595-5524 5524
Trenton (Trent) Olson KLC Financial, Inc. Senior Credit Analyst trent@klcfinancial.com 701 371-7096
Randy Peterson KLC Financial, Inc. Business Development Randy@klcfinancial.com 952 595-5525 5525
Brianna Pyka KLC Financial, Inc. Marketing brianna@klcfinancial.com 952 224-4300
Erin Rasmus KLC Financial, Inc. Business Development erin@klcfinancial.com 952 595-5526 5526
Shannon Smith KLC Financial, Inc. COO shannon@klcfinancial.com 952 224-4308 4308
Mike Sulava KLC Financial, Inc. Business Development Mike@klcfinancial.com 952 595-5535 5535
Patrick (Pat) Swanson KLC Financial, Inc. Business Development pat@klcfinancial.com 952 224-4305 4305
Spencer Thomas KLC Financial, Inc. President spencer@klcfinancial.com 952 224-4303 4303
Nicole Van Keulen KLC Financial, Inc. Business Development Assistant nicole@klcfinancial.com 952 595-5536 5536
Debbie Waldron KLC Financial, Inc. Account Specialist debbie@klcfinancial.com 952 224-5068 4309
Evan Howe KS State Bank/Baystone Government Finance Executive Director ehowe@ksstatebank.com 800 752-3562
Linda Tiers KS State Bank/Baystone Government Finance Vice President ltiers@ksstatebank.com 800 752-3562
Joe Banister LEAF Commercial Capital Vice President, Business Development jbanister@leafnow.com 800 819-5556
Alexander Poppe LEAF Commercial Capital Program Manager apoppe@leafnow.com 484 883-7648
Peter Tamposi Lease Security Systems CEO p.tamposi@LeaseSecuritySystems.com 603 864-8286
Steve Geller Leasing Solutions LLC Manager sgeller@leasingsolutionsllc.com 845 362-6106
Danielle Dolloff Liventus EVP of business development ddolloff@liventus.com 847 443-2593
Daniel Levin Liventus President DLevin@liventus.com 847 291-1395
Tara Aasand LTi Technology Solutions Director of Account Management taasand@ltisolutions.com 402 493-3445
Kirsten Dargy LTi Technology Solutions Marketing Team Lead kdargy@ltisolutions.com 402 493-3445
Randy Haug LTi Technology Solutions Executive Vice President / Co-Founder rhaug@ltisolutions.com 402 493-3445
Joseph Finelli Macquarie Capital Vice President Business Development joe.finelli@macquarie.com 609 505-3391
Lori Littleford Macquarie Capital Vice President, Business Development lori.littleford@macquarie.com 916 342-4969
Katharine Converse Marlin Capital Solutions Partner Success Manager kconverse@marlincapitalsolutions.com 888 479-9111
Jeff Schubert Marlin Capital Solutions Strategic Account Manager jschubert@marlincapitalsolutions.com 856 505-4248
Walter Ward Marlin Capital Solutions Partner Success Manager wward@marlincapitalsolutions.com 888 479-9111
Tom Haflett Meridian Equipment Finance Broker Development Manager thaflett@meridianef.com 484 971-6243
Cassie Woleschok Meridian Equipment Finance Marketing Coordinator cwoleschok@meridianbanker.com 484 395-2068
Josh Hasko Messerli Kramer Attorney, President jhasko@messerlikramer.com 612 672-3665
Andy Hall Midland Equipment Finance Assistant Vice President ahall@midlandef.com 855 696-4352
Dale Wallner MMP Capital, Inc. Director of Syndication dwallner@mmpcapital.com 708 359-9283
Susie Angelucci Monitordaily Director of Advertising Sales susie.angelucci@monitordaily.com 484 459-3016
Rita Garwood Monitordaily Editor in Chief rita.garwood@monitordaily.com 800 708-9373 116
Robert Cohen Moritt Hock & Hamroff, LLP Partner rcohen@moritthock.com 516 873-2000
Blair Dawson National Equipment Finance Association Vice President | Marketing & Programs bdawson@gmail.com 609 206-7771
Steve Elworth National Equipment Finance Association Director of Membership & Sponsorship selworth@nefassociation.org 248 633-6374
Chad Sluss National Equipment Finance Association Executive Director/CEO csluss@nefassociation.org 616 204-9599
Alex Erickson Navitas Credit Corp Director of Credit aerickson@ultimatefin.com 308 646-2219
Kim King Navitas Credit Corp Sales & Marketing Representative kking@navitascredit.com 803 566-8245
Tim McConnell Navitas Credit Corp Sales & Marketing Rep tmcconnell@navitascredit.com 803 566-8245 307
Peter Minshall Netsol Technologies Americas, Inc. Executive Vice President peter.minshall@netsoltech.com 503 360-3342
Mark Bonanno North Mill Equipment Finance, LLC President and Chief Operating Officer MBonanno@northmillef.com 203 354-6000
Erik Anderson Northland Capital Financial Services, LLC Chief Credit Officer eanderson@northlandcapital.com 320 257-1370
Beth McLean Northland Capital Equipment Finance Operations Manager bmclean@northlandcapital.com 320 252-2122
Greg Clark Northteq Senior Solution Architect gclark@northteq.com 888 337-0473
Kristian Dolan Northteq CEO kdolan@northteq.com 612 483-1210
Christy Kusilek Northteq Director of Professional Services ckusilek@northteq.com 715 821-8243
Peter Van Dyke Northteq Solution Architect pvandyke@northteq.com 651 253-3900
Kernard Jones Notarize Government Affairs Analyst Kernard.jones@notarize.com 847 562-5057
Jen Foulds Oakmont Capital Services Documentation & Funding Specialist jfoulds@oakmontfinance.com 877 701-2391
Mikki Henkelman Oakmont Capital Services Credit Manager mhenkelman@oakmontfinance.com 320 844-8809 Daryn Lecy Oakmont Capital Services VP of Operations dlecy@oakmontfinance.com 320 844-8800 Joe Leonard Oakmont Capital Services Managing Member jleonard@oakmontfinance.com 877 701-2391 Kayla Perlinger Oakmont Capital Services Vice President, Syndications kperlinger@oakmontfinance.com 320 844-8810 Keara Piekanski Oakmont Capital Services Director of Marketing kpiekanski@oakmontfinance.com 877 701-2391 Megan Zoba Oakmont Capital Services VP Documentation & Funding mzoba@oakmontfinance.com 877 701-2391 Joe Collins Orion First Financial, LLC Business Development, Senior Vice President jcollins@orionfirst.com 253 857-9654 Kim Riggs Orion First Financial, LLC VP Business Development kriggs@orionfirst.com 360 710-1443 Amy Spragg Pacifica Capital Managing Director amys@pacificacapital.com 949 727-3711 231 Kevin Carr PassTime GPS VP Financial Services kcarr@passtimegps.com 303 962-5165 Jeff Karg Passtime GPS Director of Marketing & Communications jkarg@passtimeusa.com 303 962-3152 Neil Bissa Priority Lending Managing Director neil@prioritylending.ca 412 822-0220 Dale Kluga Providence Equipment Finance President dalekluga@gmail.com 630 675-0828 Ryan Rau Providence Equipment Finance Business Development Representative rrau@providenceleasing.com 630 862-6589 Zach Crutcher Quality Leasing Co., Inc. Leasing Consultant Zcrutcher@qualityleasingco.com 502 558-7674 G. Paul Fogle Quality Leasing Co., Inc. Managing Director pfogle@qualityleasingco.com 317 845-9205 Mae Philpott Quality Leasing Co., Inc. Sr. Leasing Consultant Mphilpott@qualityleasingco.com 704 449-0979 Josh Thompson Quality Leasing Co., Inc. Sales Representative jthompson@qualityleasingco.com 260 437-5183 Bob Rinaldi Rinaldi Advisory Services President Bob@RinaldiAdvisory.com 513 290-2890 Diane Dufresne RTR Services, Inc. Executive Assistant to the President dianedufresne@rtrservices.com 800 238.3294 Toni Davis RTR Services, Inc. VP Remarketing tonidavis@rtrservices.com 800 238-3294 Micheal Smith RTR Services, Inc. President & CEO mikesmith@rtrservices.com 800 238-3294 Michael Hammon SCJ Commercial Financial Services Director mhammon@scjinc.net 302 752-4449 Kirsten Hawkins SCJ Commercial Financial Services Operations Manager kirstenh@scjinc.net 302 752-4449 Tom Gray Smith Debnam Narron Drake Saintsing & Myers Attorney tgray@smithdebnamlaw.com 919 250-2121 James Jackson The Alta Group Co-Chief Executive Officer & Practice Leader jjackson@thealtagroup.com 978 987-0539 James Wilson TimeValue Software Senior Product Manager jwilson@timevalue.com 949 727-1800 Tom Ware Tom Ware Advisory Services, LLC President twareadvisory@gmail.com 262 681-9861 Michael Gallina Triangle Equipment Finance, LLC President mikeg@trianglefinancing.com 212 330-8200 Richard Hickmon VFI Corporate Finance Vice President of Intermediary Relations rhickmon@vfi.net 801 438-0722 Ashley Smith VFI Corporate Finance Intermediary Relations asmith@vfi.net 801 438-0731 Andy Voorhees Weltman, Weinberg & Reis Co., L.P.A. Shareholder avoorhees@weltman.com 216 739-5051 Nicholas Ross Western Equipment Finance Vice President - Marketing Officer nick.ross@westernequipmentfinance.com 701 665-1613 Scott Wheeler Wheeler Business Consulting President scott@wheelerbusinessconsulting.com 410 877-0428 Chris Maudlin Wintrust Specialty Finance SVP, Chief Credit Officer cmaudlin@wintrust.com 949 268-9095
THANK YOU!
THANK YOU TO OUR SPONSORS AND COMMITTEE MEMBERS
KEYNOTE & LUNCH SPONSOR:
KEYNOTE SPONSOR:
VIRTUAL CONFERENCE PORTAL SPONSOR:
TECHNOLOGY & LEGAL TRACK SPONSOR:THANK YOU!
THANK YOU EXHIBITORS!
PREMIER EXHIBITORS
CHANNEL PARTNERS CAPITAL
GREAT AMERICAN INSURANCE GROUP
IDS
LTI TECHNOLOGY SOLUTIONS
NORTHMILL EQUIPMENT FINANCE, LLC
PROVIDENCE EQUIPMENT FINANCE, A DIVISION OF PROVIDENCE BANK & TRUST
QUALITY LEASING CO, INC.
GENERAL EXHIBITORS
AMUR EQUIPMENT
BALBOA CAPITAL
BANKFINANCIAL EQUIPMENT FINANCE
BRYN MAWR FUNDING
C2 MANAGEMENT
COLDIRON COMPANIES ASSET RECOVERY
COMMERCIAL FUNDING PARTNERS
CONSTELLATION FINANCIAL SOFTWARE
DEDICATED COMMERCIAL RECOVERY, INC.
ECS FINANCIAL SERVICES, INC.
FINANCIAL PACIFIC LEASING, INC.
FIRST FOUNDATION BANK
INSTACOVER, LLC
LEASE SECURITY SYSTEMS, INC.
LIVENTUS
MACQUARIE CORPORATE & ASSET FINANCE
MARLIN CAPITAL SOLUTIONS
MERIDIAN EQUIPMENT FINANCE
NAVITAS CREDIT CORP.
NORTHTEQ
ORION FIRST FINANCIAL
PASSTIME GPS
RTR SERVICE, INC.
VFI CORPORATE FINANCEYou can also read
