The 10th Annual Lessors Networking Showcase
August 22-23 | Ritz-Carlton, Buckhead | Atlanta, GA. Attendee Registration | $195 - $695 Ritz-Carlton Guest Rooms | $175. 8/02/07 - Please Check For Frequent Updates
The Lessors Network Annual Showcase is now in its tenth year and annually attracts a smaller, Professionally Intimate group of executives seeking to identify and evaluate resources enhancing equipment lease and finance origination, funding, distribution and administrative networks.
No other event offers a more impressive roster of Guest Speakers, Exhibitors, quality of audience, and compelling content.
Featured Speakers Include:
- John Heist, JR. | VP - Syndications | CCA Financial LLC
- John Kern | Industry Sales Manager | Avolent
- Jillian Boynton | Channel Manager | TimePayment Corp.
- Bill G. Fite | Executive Vice President, Equip. Fin | MagnetBank
- Ron Mattson | Sales Manager | International Decision Systems
- Denise Thompson | Sr VP - Operations | CIT Group
- Lisa A. Levine, CAE | Ex Dir | Equipment Leasing & Finance Foundation
- Joseph Lane | Vice Chairman | Bay4 Capital, LLC
- Stephen Bisbee | CEO | eOriginal, Inc.
- Dina Moskowitz | Assistant General Counsel | Standard & Poor's
- Joseph Lane | Vice Chairman | Bay4 Capital, LLC
- Allan Levine | Chief Operating Officer | Madison Capital, LLC
- Bruce Kropschot | President | Kropschot Financial Services
- Steve Hamilton | EVP, Director/Acquisitions | CSI Leasing, Inc.
- Phil Cooper | President & CEO | American Industrial Finance, Inc.
- Rick Reekie | Partner | PricewaterhouseCoopers LLP
- Susan Carol | CEO | Susan Carol Associates
- Rafael Castillo-Triana | Principal | The Alta Group, LLC
- Gerald F. Parrotto | Publisher/Executive Editor | Monitor
- John Beville | SVP | Sun Trust Leasing Corporation
- Paul Hodnefield | Associate General Counsel | CSC Diligenz
- Jim Ward | Vice President | Southern Community Bank
- Larry Greer | Executive VP & Principal | GPS Capital
Agenda | Wednesday | August 22nd
11:30 AM | General Session | Speaker Orientation & Exhibitor Set UpAs Attendees check in and pick up their badges, a speaker's orientation meeting is held outlining the agenda format and answering last minute questions. Speakers may verify their PowerPoint presentations have been pre-loaded into the AV system and ready to go.
Exhbitors also use this time to set up tabletop exhibits in the Networking Suite.
11:30 AM | Networking Suite | Registration Reception & Exhibits
Sponsor
Malvern Hill LLC
Lease InvestmentsA warm and relaxed enclave of elegance, the Networking Suite facilitates private conversations between Attendees, Exhibitors, Guest Speakers and Sponsors.
Tabletop exhibits provide convenient access to Exhibitor's promotional materials.
Comfortable residential furniture and complimentary refreshments create an upscale Business Club atmosphere.
This is where deals are made !
12:15 PM | General Session | Welcoming Remarks
12:30 PM | General Session Alternating Exhibitor PresentationsNo Exhibit Booths ~ No Breakout Sessions ~ No Appointments Required ~ Attendees sit comfortably in the General Session and evaluate fast-paced alternating Exhibitor PowerPoint presentations.
Originators (Brokers & Syndicators) describe their markets and provide valuable access to new business origination channels.
Funding Sources describe their buy/sell investment strategies, removing the guess work about who you should be working with on a direct basis.
Technology Resources & Service Providers introduce resources enhancing equipment lease origination, funding, distribution and administrative networks. The Networking Suite facilitates private access to Exhibitor representatives and their promotional materials.
It's Quick ~ It's Easy ~ It Works !
1:15 PM | General Session | Equipment Financing - The State of the Industry and Resources For YouSpeaker - Lisa A. Levine, CAE | Ex Dir | Equipment Leasing & Finance Foundation
Speaker - Joseph Lane | Vice Chairman | Bay4 Capital, LLC
Gather information on the current state of the equipment financing industry including a look at major industry segments and markets.
Discover and explore current industry trends, their impact you and future opportunities they may present. Find out how to measure your company's performance against the industry. In addition, discover the wealth of research studies and reports available through the Equipment Leasing & Finance Foundation. As the only non-profit, future focused organization studying this industry, the Foundation is your eye on the future -- take advantage of the resources available to you.
2:00 PM | General Session | Implementing and Managing a LKE Program for Your Lease PortfolioSpeaker - Rick Reekie | Partner | PricewaterhouseCoopers LLP
The IRS recently clarified like kind exchange ("LKE") guidelines on long standing rules that allow you to indefinitely defer federal and state income tax due on the sale of off lease assets. Here is how it works. For every leased asset that is sold and replaced, you treat the sold asset as if it had never been disposed and continue to depreciate it for its remaining life. Any additional funds (over the sales proceeds) needed to acquire the new asset are then depreciated under a separate schedule. To determine depreciation for the exchange, the two layers are combined. The deferral of the gain on the sale of the old asset reduces the basis in the acquired property.
PricewaterhouseCoopers Like-Kind Exchange Services group offers a full-service like-kind solution for the leasing industry. Most lessors pay 40% of the sales proceeds in federal and state tax because they are unaware of these rules and fail to properly structure the sale and replacement of their off lease assets to qualify as a like-kind exchange.
In effect, LKE turns the temporary timing difference afforded by accelerated tax depreciation into a permanent interest free loan on your portfolio costs. With the successful implementation of an LKE program, our clients indefinitely defer recognizing the tax gain on disposition of their leased property for as long as they continue to replace leases.
PwC's LKE solution is a comprehensive approach that addresses both the operational procedures and systems issues inherent in establishing and maintaining an LKE program in a cost efficient manner.
LKE Advantages:Increased cash flow Debt reduction Business expansion Stakeholder distributions Pricing/competitive advantages Outsourced tax compliance for all leased assets
3:00 PM | Networking Suite | Break
3:10 PM | General Session | Mergers, Acquisitions and Raising Capital for Equipment Leasing & FinancingModerator - Bruce Kropschot | President | Kropschot Financial Services
Speaker - Steve Hamilton | EVP, Director/Acquisitions | CSI Leasing, Inc.
Speaker - Phil Cooper | President & CEO | American Industrial Finance, Inc.
This program will be moderated by Bruce Kropschot, President of Kropschot Financial Services of Vero Beach, Florida. His firm is an M&A advisory firm that has initiated the sale of over 150 equipment leasing and specialty finance businesses in the past 21 years and also helps equipment leasing and finance companies find sources of debt and equity. He will talk about the current M&A market and capital availability for equipment leasing and financing businesses.
The panel will include Steve Hamilton of St. Louis based CSI Leasing, Inc., one of the largest independent information technology leasing companies in the world, with assets in excess of $1 billion and operations in more than 17 countries. Mr. Hamilton, who is CSI's Executive Vice President for acquisitions and international operations, will talk about his experiences in acquiring computer leasing businesses in the U.S. and internationally.
Also on the panel is Philip Cooper, who has recently formed American Industrial Finance, Inc. and is currently pursuing financial backers for this new business. Mr. Cooper is the former Chairman, President and CEO of ORIX Credit Alliance, Inc., a company that he was with for 29 years and that he helped grow to total assets of $3.6 billion. He will talk about his capital raising efforts and why he believes there is a market niche where his new company can be successful.
4:00 PM | General Session | eLeasing: Paperless in 30 DaysModerator - Stephen Bisbee | CEO | eOriginal, Inc.
Speaker - Dina Moskowitz | Assistant General Counsel | Standard & Poor's
Speaker - Joseph Lane | Vice Chairman | Bay4 Capital, LLC
Speaker - Allen Levine | Chief Operating Officer | Madison Capital, LLC
Speaker - Denise Thompson | Sr. VP - Operations| CIT Group
A panel of industry experts will discuss the benefits, barriers, and implementation requirements of going paperless in 30 days. Discover how to leverage the competitive advantages of going paperless, and what barriers must be overcome in order to do so. We will discuss how the secondary market handles fully electronic contracts, the issues of legal compliance, and getting the necessary departmental buy-in in order to implement. You'll also hear from companies with eLeasing in production, and will watch a step-by-step demonstration of an eContract being electronically signed and vaulted. Paperless is the way of the future, and savvy leasing professionals are already enjoying the benefits of a fully electronic leasing process. Learn how you can, too.
Topics:Introduction to Paperless Leasing Participant Overview Leveraging Paperless as a Competitive Advantage Barriers to eContracting in Lease Selling eContracts on the Secondary Market Demonstration of eLeasing Implementation Getting Cross-Departmental Buy-In Q&A
Handouts:eLeasing White Paper eLeasing Solutions Collateral
5:00 PM | General Session | Navigating The Lessors Network WebsiteSpeaker - John O. Semon | Founder | The Lessors NetworkTour the Lessors Network's online resources enhancing equipment lease origination, funding, distribution and administrative networks. See how the Lessors Network can connect your company with a global equipment leasing and finance community.
In 1996 John Semon began developing an Internet platform for the efficient funding & distribution of equipment leases and portfolios. Rated in Yahoo's "Top Ten Most Popular Equipment Leasing Web Sites", the Lessors Network evolved into a vertical marketing portal for a global equipment leasing and finance community.
In 1998 the Lessors Network began producing upscale, professionally intimate showcase events at the Ritz-Carlton hotel in Atlanta for an exclusive audience of business executives.
Today The Lessors Network is an online vertical marketplace serving a global equipment leasing and finance community used by industry professionals from:Australia | Austria | Argentina | Belgium | Bolivia | Brazil | Canada | China | Columbia | Cote D'Ivoire | Czech Republic | Dominican Republic | Finland | France | Germany | Ghana | Greece | Hungary | India | Ireland | Israel | Italy | Japan | Latvia | Luxembourg | Mexico | New Zealand | Netherlands | Paraguay | Peru | Philippines | Poland | Portugal | Romania | Russian Federation | Seychelles | Shanghai | Singapore | Spain | Sweden | Switzerland | Thailand | Trinidad | United Arab Emirates | United Kingdom | United States | Uruguay | Venezuela | Viet Nam
6:00 PM | Networking Suite | Networking Reception & Exhibits
Sponsor Delivering a new standard in distinctive elegance and business sophistication, the Networking Reception represents a key networking opportunity where private dinner plans often originate.
Tabletop exhibits provide convenient access to Exhibitor's promotional materials.
Agenda | Thursday | August 23rd
8:00 AM | Networking Suite | Continental Networking Breakfast
8:30 AM | General Session | Alternating Exhibitor Presentations Continued
9:00 AM | General Session | Equipment Leasing Opportunities (and challenges) in Latin AmericaSpeaker - Rafael Castillo-Triana | Principal | The Alta Group LLC
Since 2003, Latin America and the Caribbean economies have been experiencing continuous and scalating economic growth, fueling also an unprecedented equipment leasing and financing boom. Equipment vendors have put Latin America in the top of their agendas and customer financing needs lead to multiple and handsome opportunities for well established lessors.
Rafael Castillo-Triana, the Alta Group Principal for Latin America, will share with the attendees relevant information, experience and discussion of opportunities and risk management for doing leasing and equipment financing in Latin America and the Caribbean. The topics to be addressed include mapping opportunities in each relevant market, different alternatives to do business in the region, different strategic approaches and case studies of success and failures.
10:00 AM | Networking Suite | Break
10:15 AM | General Session Public Relations - Maximizing Industry Exposure, Managing ReputationSpeaker - Susan Carol | CEO | Susan Carol Associates
Your company brand and your reputation are mission-critical assets. Do they get the attention they deserve? Public relations (PR) is about protecting and illuminating the brand, and protecting reputation. It communicates--through stories--your value proposition, and it facilitates internal and external two-way communications. If integrated at top management levels, it will help prevent crisis communications and support business development.
New Internet communication tools (Podcasting, RSS Feeds, Video Streaming, as examples) enable innovative ways to reach micro- targeted audiences quickly and in multiple ways. They often enable dynamic interaction and participation. But they also increase reputation risk. Today there are citizen journalists capturing and disseminating stories, while hungry 24-hour media channels seek to engage us in ever more sensational features. Advertising revenue is a problem within traditional media outlets; they are changing their own formats and services. This eliminates some PR opportunities, but creates new ones your professional agent should explore.
This presentation will discuss how to integrate online and off-line communications, take advantage of PR opportunities specific to the equipment finance industry, and avoid damage to your brand or reputation. Susan Carol, a professionally accredited public relations counselor with more than 2 decades of experience, will specifically address how equipment leasing and finance organizations can maximize their Web presence, take full advantage of special events, and use measurable communications strategy. She founded Susan Carol Associates Public Relations in 1989, following employment at MCI and before that the Equipment Leasing and Finance Association.
11:15 AM | General Session | Publishing the Monitor The Evolution of a Publication & the Industry It ServesSpeaker - Gerald F. Parrotto | Publisher/Executive Editor | MonitorDaily
With 30+ years in the equipment leasing and finance industry, Jerry Parrotto, Executive Editor and Publisher of the Monitor brings his unique perspective to attendees of this year's Lessors Networking Showcase. His career path has taken him from banking to leasing, where he served in management capacities at Industrial Valley Bank, Citicorp, Seafirst Leasing and MetLife. In 1988, he joined Molloy Associates as an executive recruiter and publisher and, in 1998, became the sole owner of the enterprise.
Jerry will speak to the evolution of the Monitor 100, from its inception and launch in 1992 to the present day as well as the overall mission of the Monitor and its website, www.monitordaily.com. Through the eyes of a publisher, he will provide attendees with his view of the dynamics that have shaped today's equipment leasing industry.
12:15 PM | Networking Suite | Networking Lunch
1:30 PM | General Session | Alternating Exhibitor PresentationsAttendees sit comfortably in the General Session and evaluate fast-paced alternating Exhibitor presentations (PowerPoint) introducing resources enhancing equipment lease origination, funding, distribution and administrative networks.
Brokers & Syndicators describe their markets and provide valuable access to new business origination channels.
Funding Sources describe their buy/sell investment strategies, removing the guess work about who you should be working with on a direct basis.
Technology Resources introduce the latest and most effective administrative technology and services for lessors.
Service Providers will explain how to reduce lessor cost while enhancing the enterprise.
The Networking Suite facilitates private access to Exhibitor representatives and their promotional materials.
It's Quick ~ It's Easy ~ It Works !
2:30 PM | General Session | Attendee Showcase & Real Deal ForumWe showcase each and every attendee at our events…At most industry events only the featured speakers and registered exhibitors are featured. We recognize there are many more equipment leasing resources sitting in the audience and invite each attendee to the microphone to give a brief (about two minutes) oral introduction of their companies, products and services.
With a room full of funding sources in the audience, Attendees are also invited to use this opportunity to pitch transactions and portfolios. Remember to bring a supply of printed Terms Sheets describing your funding opportunities for distribution to qualified funding sources.
This has got to be the most productive forum you'll ever attend.
Stoddard & Associates Lease Originator Presidio Lease Originator Securcor, Inc. Lease Funding Source TIP Capital Lease Funding Source Securcor, Inc. Lease Funding Source DataScan Technologies Technology Solutions CCA Financial LLC Lease Funding Source Regions Equipment Finance Corporation Lease Funding Source CIT Group Lease Funding Source MagnetBank Lease Funding Source eOriginal Sevice Provider SunTrust Leasing Corporation Lease Funding Source TimePayment Corp. Lease Funding Source Susan Carol Associates Service Provider The Alta Group Service Provider American Industrial Finance, Inc. Lease Originator Southern Community Bank Lease Funding Source MagnetBank Lease Funding Source Center Funding Services, Inc. Lease Originator GPS Capital, Inc. Lease Originator CSI Leasing, Inc. Lease Originator CSC Diligenz Service Provider AVOLENT Service Provider Kropschot Financial Services Service Provider Equipment Leasing & Finance Foundation Service Provider Bay4 Capital, LLC Lease Funding Source CHP Consulting Service Provider Madison Capital, LLC Lease Funding Source Standard & Poor's Service Provider International Decision Systems Service Provider De Lage Landen Public Finance Lease Funding Source Monitor Service Provider PricewaterhouseCoopers LLP Service Provider Marks & Weinberg, PC Service Provider
3:30 PM | Showcase Concludes