TURNING INSIGHTS INTO OPPORTUNITIES
By Anonymous | |
Proquest LLC |
MESSAGE FROM THE CONVENTION PROGRAM COMMITTEE CHAIRPERSON
This November,the
The Convention Program Committee has created an Annual Convention program with a diverse set of timely and substantive panel topics featuring leading industry experts.There is truly something for everyone in this program,from an exploration of regulatory issues affecting our industry, to a look at the growing interest in asset-based lending by BDCs,to a discussion of the challenges facing independent factors in today's competitive envi ron ment. We will also hear from top industry leaders from the largest players and the key independent shops in commercial finance. As you will see as you review the agenda contained in this brochure, there is truly something for everyone.
This wouldn't be the CFA Annual Convention without world-class speakers and this year is no different.Our program kicks off on Thursday morning with an outstanding keynote speaker, Dr.
In regard to networking, this year's program offers more networking opportunities to help make those contacts that make the CFA Annual so worthwhile. We will kick off the program on
On behalf of CFA and the Convention Program Committee, we have tried to make the 70th Anniversary of CFA's Annual Convention truly memorable and worthwhile. We look forward to seeing you in November.
CFA Convention Program Committee Chairman & President and CEO,
WHO SHOULD ATTEND?
The 70th Annual Convention is a must for all professionals involved in asset-based lending, factoring, supply chain finance, appraisals/auctions/liquidations, software development, law,accounting, insurance, turnaround management, field examinations, search,filing and document retrieval.
GENERAL SESSION KEYNOTE SPEAKER: DR.
From 1994 to 1996, Bernanke was the Class of 1926 Professor of Economics and Public Affairs at
Before arriving at
Bernanke has published many articles on a wide variety of economic issues, including monetary policy and macroeconomics, and he is the author of several scholarly books and two textbooks. He has held a Guggenheim Fellowship and a Sloan Fellowship, and he is a fellow of the
Bernanke was born in
WOMEN IN COMMERCIAL FINANCE GUEST SPEAKER:
In addition, alone among senior
Krawcheck is past president of Global Wealth & Investment Management for
Prior to joining
During the
A native of
FRIDAY LUNCH SPEAKER:
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Perhaps more than any other advocate in practice,Tom represents the complete spectrum of litigants before the Court; his work is not associated with any particular perspective or ideology. For example, as arguing counsel, Tom has prevailed on behalf of corporate defendants (twice), a corporate plaintiff, individual plaintiffs (twice), an individual defendant, an immigrant, a bankruptcy debtor, a capital defendant, criminal defendants (three times), employees, persons with disabilities,a class action objector, and a local government.
Tom also serves as counsel in particularly significant cases in the courts of appeals. For example, he presently serves as lead counsel for most of the nation's principal retailers in a Second Circuit appeal of the second-largest class action settlement in history; for a major cellphone manufacturer in a Seventh Circuit appeal that will determine the application of the federal antitrust laws to worldwide cartels; and a major food producer in a DC Circuit appeal of an FTC ruling setting standards for health claims in food advertising.
In addition to practicing law,Tom has taught
Tom has received a variety of recognitions for his practice before the
CONVENTION SCHEDULE
This year's agenda has been crafted to provide insights that will help you create opportunities. With panels and presentations covering many different aspects of asset-based lending, there is truly something for everyone in the commercial finance industry. Additional session details and updates to this schedule will be posted on www.cfa.com.
Board of Directors Reception & Dinner (invitation only) 6:oo p.m. - 8:oo p.m.
Management Committee Meeting (invitation only)
Executive Committee Meeting (invitation only)
Education Foundation Meeting (invitation only)
Registration
Sponsored by Hilco Global
Check in at the registration area to pick up your name badge - your all-access pass to Convention sessions & networking events.
Exhibit Hall Open
Visit our *NEW* Networking Central to catch up with colleagues, sit quietly or check in with the office back home. Enjoy complimentary snacks & beverages and comfortable seating. Explore the exhibit hall to find the latest cutting-edge products and services to help you turn insights into opportunities!
Exhibit Hall Happy Hour
Take some time to unwind with fellow attendees at the Exhibit Hall Happy Hour!
Women in Commercial Finance Guest Speaker and Reception
Co-Sponsored by Wells Fargo Capital Finance,
Now in its third year, the Women in Commercial Finance Reception is solidifying itself as a key networking event. This year, the Committee is pleased to have industry powerhouse
Opening Reception
Sponsored by
Join over 1,000 of your industry colleagues as we celebrate 70 years of insights at the Opening Reception! This grand gala is the largest celebration of our 70 years of leadership!
Registration
Sponsored by Hilco Global
Check in at the registration area to pick up your name badge-your all-access pass to Convention sessions & networking events.
Breakfast and
Sponsored by Wells Fargo Capital Finance
Former Chairman of the
Networking Break in Exhibit Hall
Engage with colleagues and make new connections over coffee inside the Exhibit Hall.
Panel Sessions
Panel 1:
View from the Top: Large Commercial Lenders
Heads of the leading players in commercial finance discuss how the current market conditions have shaped their strategies and influenced their business plans; the impact the current regulatory environment has had on the industry; and their expectations for the future.
Moderator:
Panelists:
Panel 2:
View from the Top: Independent Commercial Lenders
Key players at leading independent and factoring shops share their perspectives on today's business environment and the challenges and opportunities it presents for entrepreneurial commercial lenders.
Moderator:
Panelists:
Lunch and General Session Speaker
Sponsored by
Panel Sessions
Panel 3:
Alternative Asset Managers, BDCs & ABL
Over the past year, alternative asset managers and BDCs have been actively acquiring and investing in asset-based businesses. This panel will provide a look at what is driving this activity and what it means for the ABL industry
. Moderator:
Panelists:
Panel 4:
Underwriting and Approving Turnaround Transactions
Traditional deals tend to focus on collateral, P&L, cash flow and management. Turnarounds require additional due diligence focused on the elements of the turnaround plan itself and the cash-flow projections. This requires different elements of underwriting the deal and also poses additional issues for those members of credit committees that approve loans. What should they look for, what additional concerns should they have, what elements are different at the underwriting stage, how and why should they and do they get comfortable, what is likely to pass muster and what is likely to get turned down?
Moderator:
Panelists:
Panel 5:
Discussion of the
Members of the
Moderator:
Panelists:
James
Panel 6:
The greatest challenge for commercial lenders is now the impact of the rapidly evolving regulatory environment. In the wake of the economic downturn and credit crunch, regulators have aggressively moved to increase the scope of the regulatory framework that commercial lenders must operate within. This presentation will be an informative discussion among key federal banking regulators and lenders on the issues and concerns that are shaping today's lending environment, including Leverage Lending Guidance, the ABL Handbook and Basel III.
Moderator: TBA
Panelists:
Entrepreneurial Finance & Factoring Committee Meeting
(invitation only)
Exhibit Hall Happy Hour
Take some time to unwind with fellow attendees at the Exhibit Hall Happy Hour!
Networking Reception in the Exhibit HallStart your evening off the right way with cocktails and networking inside the Exhibit Hall.
Nightcap Reception
Co-Sponsored by
Registration
Sponsored by Hilco Global
Panel Sessions
Panel 7:
Breakfast with Economists
Co-sponsored by Vedder Price PC.
A leading economist will discuss the current economic climate and forecast for the coming year. The presentation will also examine the factors that impact interest rates and the outlook for interest rates in the coming months.
Speaker: TBA
Panel 8:
Breakfast with Panel: Key Challenges for the Independent Factor
Sponsored by Revere Finance
Independent factoring companies face a number of challenges in today's marketplace. In this panel leading independent factoring professionals will share their strategies on how to address some of the most significant, including the proliferation of merchant cash advance providers and its implications for factors, regulatory/CFPB concerns and other critical issues facing independent factors in today's competitive market.
Moderator:
Panelists:
Women in Commercial Finance Committee Breakfast
(invitation only)
Panel Sessions
Panel 9:
State of the
The 2007 CFA convention panel with the same title included the following description: "Today the world is awash in liquidity of historic proportions. The expansion of funds available for investment has revolutionized the ways in which investment vehicles can be created, which in turn has altered the types of players now entering the debt and equity markets. Swings in liquidity can have dramatic and sudden impact - both positively and negatively-on the level of financing activity and the types of capital structures that can be achieved".
In 2014 what is different and what is the same? How will the liquidity impact the economy, the debt markets, and specifically the asset based market in the year to come? This panel of professionals will examine the sources and impacts of the debt market liquidity and compare it to previous cycles.
Moderator:
Panelists:
Additional Panelists TBA
Panel 10:
Preventing and Recovering from Massive Fraud
This presentation goes beyond the fraud discovery discussion and focuses on strategies at the documentation of a matter to discover fraud during the due diligence process, methods to enhance recoveries by proper planning and strategies to be employed and decisions to be made once fraud has been discovered.
Moderator:
Panelists:
Panel 11:
Vision for the Future: Evolution or Revolution in International Supply Chain Finance
This panel will explore the latest trends and the disruptive innovations that are on the horizon in international trade finance, including receivables finance and supply chain finance. Leading industry experts will focus on Reverse Factoring, Cross Border Invoice Finance and AR Finance as they assess the transformative changes that are expected to reshape this space in the years to come. This panel is a must for lenders already involved in international finance and those looking to expand their offerings beyond domestic factoring and ABL.
Moderator:
Panelists:
Additional Panelists TBA
Coffee Break in the Exhibit Hall
Panel Sessions
Panel 12:
Playing in the Sandbox - Relationships and Key Issues Among Syndicate Banks and Agents
Presented by the
Moderator:
Panelists:
Panel 13:
State of the
Leading independent and smaller commercial lenders active in clubbing up transactions discuss trends, deal structure, deal activity, common issues amongst lenders and ability to expand your balance sheet for an efficient use of capital.
Moderator:
Panelists:
Additional Panelists TBA
Lunch Session with Speaker
SpeakerTom Goldstein is author of the SCOTUSblog - a website devoted to comprehensive coverage of the Court and the only weblog ever to receive the Peabody Award.
THINGS TO DO AND SEE IN
DC is a city built for exploring. Discover the city's endless amount of attractions and lively neighborhoods.
Neighborhoods
With its impressive monuments and museums, its stately government buildings and mansions,
"The Hill" is known not just for the imposing
Foggy Bottom
Once called Funkstown (after a German immigrant), Foggy Bottom has an institutional and bureaucratic air to it. It's the home of the
Trendy, fashionable and fun describe the atmosphere in
Sightseeing
Smithsonian's
Certainly the best place to start is the
Another location that tourists should visit while in the city is the
The
Georgetown & the Waterfront
The
Dining & Bars
From
Downtown/Foggy Bottom
There are lots of exciting restaurants in the downtown area that cater to office workers. Whether you're going for a power lunch, a business dinner or just want to have a great meal,
TURNING INSIGHTS INTO OPPORTUNITIES
KEY INFORAMTION
HOTEL INFORMATION
TRAVEL INFORMATION
CAR RENTAL INFORMATION
Interested in renting a car to get around
TRANSPORTATION SAVINGS INFORMATION
CFA is pleased to announce that we have partnered with
CONVENTION ACTIVITY POLICY
If you would like to hold a reception or other event during the Convention, please keep in mind that these events cannot conflict with any scheduled Convention activity. Also, if your event will take place at the
REGISTRATION INFORMATION
EARLY REGISTRATION FEE (untilFriday, August29,2014)
Member:
STANDARD REGISTRATION FEE (
Member:
ON-SITE REGISTRATION FEE (after
Member:
HAVE 5 OR MORE EMPLOYEES TO REGISTER?
Contact
SPOUSE/COMPANION INFORMATION
Registration for spouse/companions is available for
CANCELLATIONS AND REFUNDS
All cancellations must be received in writing by
ATTIRE
Business casual. Meeting rooms may be cool, so we recommend bringing extra layers. The average temperature for November in
REGISTRATION LIST
The deadline for being listed in the Official Directory of Registrants is
NEED TO MAKE A CHANGE?
To make any change to your registration information, such as your registration type or contact information, please contact us at [email protected] or (212) 792-9390 and we'll be happy to help.
CONTINUING EDUCATION CREDITS
L^PE Commercial Finance Association is registered with the
HAVE A QUESTION THAT WASN'T ANSWERED?
For questions relating to the Convention or CFA please call (212) 792-9390 or email us at [email protected].
CFA'S 70TH ANNUAL CONVENTION SPONSORS AND EXHIBITORS
CONVENTION SPONSORS
PLATINUM SPONSORS
Hilco Global
GOLD SPONSORS
AloStar Business Credit
CONVENTION PARTNER SPONSORS
Wells Fargo Capital Finance
SILVER SPONSORS
Borro*
Corporation Services Company*
Revere Finance
BRONZE SPONSORS
1 stWEST Background Investigations*
Citi
EXECUTIVE SPONSORS
PNC Business Credit
RapidAdvance*
TransUnion*
CONVENTION EXHIBITORS
Find top industry service providers ali in one spot during the Convention!
1 stWEST Background Investigations
3i
Ansonia Credit Data
Bank Assetpoint
Borro*
CODIX
The Secured Lender
DAT Solutions Compliance
Dopkins ABL Consulting Services
Freed Maxick ABL Services
Presidential Financial
RapidAdvance*
TransUnion*
UCC Plus -
^Sponsoring and Exhibiting
Sponsors and exhibitors are as of
Copyright: | (c) 2014 Commercial Finance Association |
Wordcount: | 5562 |
AMONG CFA MEMBERS
legal notes: THE LEGAL SIDE OF ABL & FACTORING
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