September 8-9 AACFB Conference (in-person Nashville)
Advantage Brokers: Smart Technology Improves Workflow to Help You Compete and
Presented by Jeff Bilbrey, Leasepath and Daniel Nelson, Tamarack Technology
The constraints of COVID-19 laid bare the challenges ahead for those who have not “gone digital.” It also highlighted how those who embrace the speed and agility of digital workflow technology can meet buyers’ demands for convenience and flexibility. In equipment finance, brokers have a unique position and competitive advantage to leverage digital front-end solutions to meet these buyer needs. Brokers that operate at higher speeds with more client diversity create more data faster from which algorithms can learn, and which workflow solutions can streamline. In this session, two of the leading software providers in the equipment finance origination industry will discuss how companies can quickly leverage advanced platforms to gain speed, efficiency, and revenue for their businesses.
- Daniel Nelson
September 14 – ELFA Ops & Tech Conference (virtual)
[1:15 – 1:45pm] The Composable Enterprise
In a world where constant change is the norm the old monolithic systems no longer suffice. By using a modular business and technology strategy you can create, innovate, and adapt in order to rapidly seize market opportunities and respond to disruptors and threats, while maintaining resilience. Come learn ways to compose the enterprise of the future.
- Chad Carlson
Oct 24-26 – ELFA Conference (in-person San Antonio)
Oct 25 2:30-4:00 pm Strategic Shift: Start thinking and Operating Like a Digital Company
The word "digital" used to be about technology. Today "digital" is a way of being for a business. Business Leaders must start thinking and operating like a digital company to remain relevant. Learn how to make the shift to being a digital products company from the industry's forward leaning technology providers.
Panelists will explore questions and topics that all Equipment Finance companies should be asking as they think about how to continuously deliver digital experiences to their customers and employees. Learn how to pivot from an ‘occasional IT project approach’ to operate as a constantly innovating company that continuously evolves digital-first experiences by harnessing ideas from employees and customers. Understand the strategic mindset shift, leadership skills and organizational competencies that every Equipment Finance company must implement to compete in an increasingly digital world.
- Scott Nelson
Oct 26 11:00 am-12:30 pm Emerging Talent Presents
Equipment finance companies face immense competition from both FinTechs and Big Tech companies like Google, Walmart, Apple and Amazon. These companies are rapidly progressing in building financial products and services that are easy-to-use, intuitive, fast and smart. At the rate that the business and technological landscape is changing, lessors that do not foster a culture of innovation, encourage their employees to think outside the box, and take calculated risks will be left behind. What more can equipment finance companies do to remain competitive and achieve continued success?
This session will focus on two topics:
- Intrapreneurship – a corporate management practice that encourages employees to act like entrepreneurs within a company or organization. Employees are given the autonomy to work on special projects and explore policies, technologies or applications that will improve their company’s performance.
- Additionally, we will look at how the 88 million millennials in the United States will create new requirements as the largest vertical market in the equipment finance industry – ever.
Panelists will discuss how intrapreneurship can help you address these new requirements from the next generation of customers. We will discuss what it takes to become a successful intrapreneur and how leaders can build a culture of intrapreneurship through shifting risk perception, promoting creativity, and embracing failure and change. We will explore generational design and how millennials will drive both economics and the offerings of every market.
Please join a candid conversation with equipment finance intrapreneurs and the leaders who have embraced this management practice and are preparing for this dynamic shift in consumer expectations.
- Scott Nelson
July 28 ELFA Service Provider BCSC Presents - Technology & Digitalization
Panelists discuss the mindset shifts required to leverage the new digital world as compared to the status quo, cover real world examples of the use of artificial intelligence and its application to the world of equipment finance, and finally, the use of data and the additional capabilities you will have once you fully digitize your company.
- Scott Nelson