Fine Tune Your Craft
2016 NAELB SPONSORS
Save The Date
Gold 360 Equipment Finance
Navitas Lease Corp.
Amerisource Channel Partners Capital
North Mill Equipment Financing LLC
Financial Pacific Leasing, Inc.
Quality Leasing
Fora Financial
Pawnee Leasing
instaCOVER
RapidAdvance, LLC
2017 Annual Conference
April 27-29, 2017 Sheraton Memphis Downtown Hotel/ Memphis Cook Convention Center Memphis, TN
Silver AXIS Capital Inc.
FirstLease, Inc.
Banc of California, N.A. Banker’s Capital
Global Financial & Leasing Services
BlackRiver Business Capital, LLC
Maxim Commercial Capital, LLC
Bryn Mawr Funding
NCMIC Finance Corporation
BSB Leasing
NFS Leasing
Dakota Financial LLC
Orange Commercial Credit
First Federal Leasing
SmartBiz Loans, LLC
Bronze KS State Bank, Baystone Government Finance Leasing Solutions, LLC
Broker 1st Independent Leasing, Inc.
Gem Commercial Credit, Inc.
Accord Financial Group, Inc.
Kabot Commercial Leasing, LLC
American Financial Network, Inc.
Lease $mart
American Financial Partners, Inc. Business Capital Leasing, Inc.
Plan B Capital Precision Leasing, Inc. Stoddard & Associates
The Cambridge Capital Group
Streamline Financial
Credential Leasing Finance
Sun South Equipment
Enterprise Financial Solutions, Inc.
Leasing, Inc United Funding, LLC
Fernwood Capital & Leasing
Vista Capital Corporation
Name Badge Sponsor Banc of California, N.A.
National Association of Equipment Leasing Brokers 100 North 20th Street, Suite 400 Philadelphia, PA 19103 Phone: (800) 99-NAELB Fax: (215) 564-2175 [email protected] www.naelb.org
Fine Tune Your Craft Western Regional Meeting November 11-12, 2016 Doubletree by Hilton Hotel Anaheim-Orange County Orange, CA
FRIDAY, NOVEMBER 11 12:00 – 5:00 PM Grand Ballroom Foyer
REGISTRATION
1:00 – 2:00 PM THE NAELB VALUE PROPOSITION Laguna/Newport Barbara Griffith, Southern California Leasing Why be a member of the NAELB? How to get the maximum value from your membership. 2:30 – 3:30 PM SPEED DATING #1 Laguna/Newport Looking for a new funding source/service provider, but short on time? Attend Speed Dating to quickly and efficiently ‘date’ many funding sources/service providers and find your best match ahead of the Exhibit Hall hours on Saturday morning! The following companies will be participating: • Blue Bridge Financial, LLC • Channel Partners Capital • Cobra Capital LLC • Fora Financial, LLC • Global Financial & Leasing Services • Go Capital • instaCOVER • Orange Commercial Credit • Pawnee Leasing Corporation • RapidAdvance, LLC 4:00 – 5:00 PM SPEED DATING #2 Laguna/Newport The following companies will be participating: • 360 Equipment Finance • Advantage Funding • American Lease Insurance Agency • Amerisource Funding • Bibby Financial Services • Navitas Lease Corp. • Paradigm Equipment Finance • Quality Leasing Co., Inc • TimePayment 5:30 PM RECEPTION AT DAVE & BUSTERS Buses to depart the hotel at 5:15 pm from the main lobby.
SATURDAY, SEPTEMBER 17 8:00 AM – 12:00 PM Grand Ballroom Foyer
REGISTRATION
8:00 – 9:00 AM Laguna/Newport
BREAKFAST
9:00 AM – 12:00 PM MEET WITH EXHIBITORS Hermosa/Huntington/Manhattan 12:00 – 12:45 PM Laguna/Newport
Exhibit Hall Guide
LUNCH
12:45 – 2:00 PM THE STATE OF THE INDUSTRY Laguna/Newport Moderator: Barbara Griffith, Southern California Leasing Panelists: Dwight Galloway, Navitas Credit Corp., Jaime Kaneshina, CLFP, BPB, The Cambridge Capital Group & Dale Kluga, Cobra Capital This panel of seasoned experts in the equipment finance industry will lead a guaranteed to be lively discussion that will focus on: • Current trends in the industry • What’s hot and what’s not, where the industry is going • How to get vendor business and why the Broker is valuable to the vendor • Conquering the competition • Tips on how to overcome the competitive interest rate environment, analyzing and communicating effective rates vs quoted rate, comparing contract terms and conditions • Enhancing your broker skills • How to be a more savvy broker while building better local relationships, closing vs. order taking for more deals 2:15 – 3:15 PM CRM/SYSTEM STRATEGY, IMPLEMENTATION AND CHANGE MANAGEMENT Laguna/Newport Abbie DeYonge, Channel Partners LLC Hear from Abbie what lessons both she and this industry have learned through many different CRM/System implementations. 3:30 – 4:30 PM CALIFORNIA FINANCE LENDERS LAW REVISITED Laguna/Newport Kenneth Greene, Esq. & Jaime Kaneshina, CLFP, BPB, The Cambridge Capital Group Join Ken and Jaime as they revisit the California Lenders Law and discuss the following topics: 1. Updates to the Application Process 2. DBO Email 3. Doing business with banks and other exempt institutions 4. Annual Reports 5. Audits
26 29 17 20 22 10 1 16 3 19 4 28 21 35 2 30 27 36 9 18 32 23 34 8 15 24 31 33 14 6
360 Equipment Finance Advantage Funding American Lease Insurance Agency Amerisource Funding Banc of California, N.A. Bibby Financial Services BlackRiver Business Capital, LLC Blue Bridge Financial, LLC BSB Leasing Channel Partners Capital CLFP Foundation Cobra Capital LLC Dakota Financial, LLC Financial Pacific Leasing, Inc. Fora Financial, LLC Global Financial & Leasing Services Go Capital instaCOVER Maxim Commercial Capital Navitas Lease Corp. North Mill Equipment Finance, LLC Orange Commercial Credit Pawnee Leasing Corporation Paradigm Equipment Finance Preferred Business Solutions/ELB Tools Quality Leasing Co., Inc Quiktrak Inc. RapidAdvance, LLC TEAM Funding Solutions TradeRiver USA
Save The Date
Gold 360 Equipment Finance
Navitas Lease Corp.
Amerisource Channel Partners Capital
North Mill Equipment Financing LLC
Financial Pacific Leasing, Inc.
Quality Leasing
Fora Financial
Pawnee Leasing
instaCOVER
RapidAdvance, LLC
2017 Annual Conference
April 27-29, 2017 Sheraton Memphis Downtown Hotel/ Memphis Cook Convention Center Memphis, TN
Silver AXIS Capital Inc.
FirstLease, Inc.
Banc of California, N.A. Banker’s Capital
Global Financial & Leasing Services
BlackRiver Business Capital, LLC
Maxim Commercial Capital, LLC
Bryn Mawr Funding
NCMIC Finance Corporation
BSB Leasing
NFS Leasing
Dakota Financial LLC
Orange Commercial Credit
First Federal Leasing
SmartBiz Loans, LLC
Bronze KS State Bank, Baystone Government Finance Leasing Solutions, LLC
Broker 1st Independent Leasing, Inc.
Gem Commercial Credit, Inc.
Accord Financial Group, Inc.
Kabot Commercial Leasing, LLC
American Financial Network, Inc.
Lease $mart
American Financial Partners, Inc. Business Capital Leasing, Inc.
Plan B Capital Precision Leasing, Inc. Stoddard & Associates
The Cambridge Capital Group
Streamline Financial
Credential Leasing Finance
Sun South Equipment
Enterprise Financial Solutions, Inc.
Leasing, Inc United Funding, LLC
Fernwood Capital & Leasing
Vista Capital Corporation
Name Badge Sponsor Banc of California, N.A.
National Association of Equipment Leasing Brokers 100 North 20th Street, Suite 400 Philadelphia, PA 19103 Phone: (800) 99-NAELB Fax: (215) 564-2175 [email protected] www.naelb.org
Fine Tune Your Craft Western Regional Meeting November 11-12, 2016 Doubletree by Hilton Hotel Anaheim-Orange County Orange, CA
FRIDAY, NOVEMBER 11 12:00 – 5:00 PM Grand Ballroom Foyer
REGISTRATION
1:00 – 2:00 PM THE NAELB VALUE PROPOSITION Laguna/Newport Barbara Griffith, Southern California Leasing Why be a member of the NAELB? How to get the maximum value from your membership. 2:30 – 3:30 PM SPEED DATING #1 Laguna/Newport Looking for a new funding source/service provider, but short on time? Attend Speed Dating to quickly and efficiently ‘date’ many funding sources/service providers and find your best match ahead of the Exhibit Hall hours on Saturday morning! The following companies will be participating: • Blue Bridge Financial, LLC • Channel Partners Capital • Cobra Capital LLC • Fora Financial, LLC • Global Financial & Leasing Services • Go Capital • instaCOVER • Orange Commercial Credit • Pawnee Leasing Corporation • RapidAdvance, LLC 4:00 – 5:00 PM SPEED DATING #2 Laguna/Newport The following companies will be participating: • 360 Equipment Finance • Advantage Funding • American Lease Insurance Agency • Amerisource Funding • Bibby Financial Services • Navitas Lease Corp. • Paradigm Equipment Finance • Quality Leasing Co., Inc • TimePayment 5:30 PM RECEPTION AT DAVE & BUSTERS Buses to depart the hotel at 5:15 pm from the main lobby.
SATURDAY, SEPTEMBER 17 8:00 AM – 12:00 PM Grand Ballroom Foyer
REGISTRATION
8:00 – 9:00 AM Laguna/Newport
BREAKFAST
9:00 AM – 12:00 PM MEET WITH EXHIBITORS Hermosa/Huntington/Manhattan 12:00 – 12:45 PM Laguna/Newport
Exhibit Hall Guide
LUNCH
12:45 – 2:00 PM THE STATE OF THE INDUSTRY Laguna/Newport Moderator: Barbara Griffith, Southern California Leasing Panelists: Dwight Galloway, Navitas Credit Corp., Jaime Kaneshina, CLFP, BPB, The Cambridge Capital Group & Dale Kluga, Cobra Capital This panel of seasoned experts in the equipment finance industry will lead a guaranteed to be lively discussion that will focus on: • Current trends in the industry • What’s hot and what’s not, where the industry is going • How to get vendor business and why the Broker is valuable to the vendor • Conquering the competition • Tips on how to overcome the competitive interest rate environment, analyzing and communicating effective rates vs quoted rate, comparing contract terms and conditions • Enhancing your broker skills • How to be a more savvy broker while building better local relationships, closing vs. order taking for more deals 2:15 – 3:15 PM CRM/SYSTEM STRATEGY, IMPLEMENTATION AND CHANGE MANAGEMENT Laguna/Newport Abbie DeYonge, Channel Partners LLC Hear from Abbie what lessons both she and this industry have learned through many different CRM/System implementations. 3:30 – 4:30 PM CALIFORNIA FINANCE LENDERS LAW REVISITED Laguna/Newport Kenneth Greene, Esq. & Jaime Kaneshina, CLFP, BPB, The Cambridge Capital Group Join Ken and Jaime as they revisit the California Lenders Law and discuss the following topics: 1. Updates to the Application Process 2. DBO Email 3. Doing business with banks and other exempt institutions 4. Annual Reports 5. Audits
26 29 17 20 22 10 1 16 3 19 4 28 21 35 2 30 27 36 9 18 32 23 34 8 15 24 31 33 14 6
360 Equipment Finance Advantage Funding American Lease Insurance Agency Amerisource Funding Banc of California, N.A. Bibby Financial Services BlackRiver Business Capital, LLC Blue Bridge Financial, LLC BSB Leasing Channel Partners Capital CLFP Foundation Cobra Capital LLC Dakota Financial, LLC Financial Pacific Leasing, Inc. Fora Financial, LLC Global Financial & Leasing Services Go Capital instaCOVER Maxim Commercial Capital Navitas Lease Corp. North Mill Equipment Finance, LLC Orange Commercial Credit Pawnee Leasing Corporation Paradigm Equipment Finance Preferred Business Solutions/ELB Tools Quality Leasing Co., Inc Quiktrak Inc. RapidAdvance, LLC TEAM Funding Solutions TradeRiver USA
