In the last three years we have had a world-wide pandemic, a frenetic return to some form of normality despite supply chain dislocation, and then a war which has caused significant global disruption to energy and commodities accompanied by spiraling inflation and interest rates. Our global lineup of speakers and panels will help you unpack the uncertainty and give you the tools to thrive in these unsettled times.

In our live sessions, industry leaders will explore topics including the future of energy, rebuilding the supply chain, trade finance, inflation and Fed rate hikes, ESG, DEI, issues of fraud and lender liability, and regulatory developments around the globe. Our popular View From the Top panels return, covering all aspects of the secured lending industry. We have also programmed specific activities for young professionals to further immerse themselves in the industry.

CPE: In-person attendees will be eligible for up to 6 CPE credits at the end of the event. 

CLE: This program is eligible for 4.25 hours of CLE credit in 60-minute states, and 5.1 hours of CLE credit for 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Great news...we are adding six new On Demand sessions, available to stream on Nov. 7:

ESG – Navigating the Sustainable Syndicated Lending Landscape
A detailed discussion on ESG related topics, including: evolution of sustainable finance, status quo/market dynamics in the syndicated loan and specifically ABL market, structural innovation, 2023 outlook for corporate sustainability
Speakers: Peter Butcher, Partner, McGuireWoods, LLP
Penny Zacharias, Partner, McGuireWoods, LLP

Stop The Scroll – Tips on Creating Core Engaging Marketing Content
Experts discuss how to market effectively, know your customer and brand development as well as best practices for social media promotion for companies.
Moderator: Charlie Perer, Co-Founder and Head of Originations, SG Credit Partners, Inc. (SGCP)
Panelists: Ian Fredericks, President, Hilco Retail Group
Frank Grimaldi, Senior Managing Director, North American Sales Manager, Valuations, Gordon Brothers
Augusta Melendez, Director of Marketing, eCapital Corp.
Tessa Payne, Managing Director, FGI

Factoring – Focus on 2022 Challenges/2023 Opportunities
An in-depth look at sources of new business, portfolio quality, growing inventory financing requirements, supply chain issues, and more.
Speakers: Scott Adler, Sr. Executive VP and National Regional Manager, Merchant Financial Group
Gen Merritt-Parikh, President, Haversine Funding
Martin Efron, Managing Director, White Oak Commercial Finance
Oscar Rombola, Managing Director, eCapital Corp.

Are We Ready to Lend to the Cannabis Industry?
Our panel of legal experts from the U.S. and Canada will discuss the issues and solutions around lending in the cannabis space.
Moderator: Jeffrey Wurst, Partner, Armstrong Teasdale LLP
Panelists: Jeffrey Barr, Partner, Armstrong Teasdale LLP
Paul Cambridge, Partner, Armstrong Teasdale LLP
Chuck Rich, Partner, Cassels

Report of SFNet Advocacy Issues
A discussion of advocacy related issues from the past year and what’s ahead featuring members of SFNet’s Advocacy Committee.
Moderator: Lon Goldstein, President, Goldstein Policy Solutions
Panelists: Sydnee Breuer, EVP, Rosenthal & Rosenthal
Hamid R. Namazie, Partner, McGuireWoods LLP
Jonathan Helfat, Partner, Otterbourg P.C.

Report of General Counsel
An overview of legal issues in commercial finance from SFNet’s Co-General Counsel
Speakers: Bobbi Acord Noland, Partner, Parker, Hudson, Rainer & Dobbs LLP
Jonathan Helfat, Partner, Otterbourg P.C.

Agenda (subject to change)

Tuesday, November 8, 2022

9:00 a.m. - 1:00 p.m.
Management Committee/Executive Committee Meeting (invitation only)

1:00 p.m. - 2:30 p.m.
Education Foundation Meeting (invitation only)

3:00 p.m. - 4:00 p.m.
Past Presidents Council (invitation only)

4:00 p.m. - 5:00 p.m.
CEO Roundtable - Independent (invitation only)

5:00 p.m. - 5:30 p.m.
Board of Directors Meeting (invitation only)

5:30 p.m. - 6:30 p.m.
Board of Directors Reception

6:30 p.m. - 7:30 p.m.
2022 Lifetime Achievement Award Winners induction into the SFNet Hall of Fame (invitation only)

7:30 p.m. - 9:00 p.m.
Private Dinner (invitation only)

Wednesday, November 9, 2022

6:30 a.m. - 3:30 p.m.
Golf at Barton Creek – additional fee

7:30 a.m. - 8:45 a.m.
5k Run/Walk - benefitting the Boys & Girls Club of the Austin Area

9:45 a.m. - 11:15 a.m.
Chapter Meeting (invitation only)

11:30 a.m. - 12:00 p.m.
Community Food Drive - benefitting the Central Texas Food Bank

2:00 p.m. - 6:00 p.m.
Exhibit Hall and Registration Open
Registration sponsored by eCapital

2:30 p.m. - 4:00 p.m.
Networking Central - coffee and refreshments
sponsored by Gordon Brothers

4:00 p.m. - 5:00 p.m.
New Members & Young Professionals Reception

5:00 p.m. - 6:30 p.m.
Private Reception (invitation only)
sponsored by Gordon Brothers

6:30 p.m. - 8:30 p.m.
Opening Reception
sponsored by RedRidge

8:30 p.m. - 10:00 p.m.
Private Party (invitation only)
sponsored by US Capital Global

Thursday, November 10, 2022

7:00 a.m. - 5:00 p.m.
Registration open
sponsored by eCapital

7:30 a.m. - 8:30 a.m.
Private Breakfast (invitation only)

7:30 a.m. - 9:30 a.m.
Networking Central - coffee and refreshments
sponsored by Gordon Brothers

8:30 a.m. - 10:00 a.m.
Breakfast and Keynote Speaker Peter Zeihan, Geopolitical Strategist, Thinker, Futurist
sponsored by Wells Fargo
Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. Peter combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future.

10:00 a.m. - 11:00 a.m.
Coffee Break in Exhibit Hall
sponsored by Asset Based Lending Consultants

11:00 a.m. - 12:00 p.m.
Concurrent panels:

  • Mastering the Market We Are In- ABL Lenders, Pt. 1
    sponsored by Great Rock Capital
    Leading industry executives break down the state of the market, banks vs non-banks, DEI, and more.

    Moderator: Kathleen Auda, Chief Risk Officer, Great Rock Capital
    Panelists: Tom Otte, Partner & Head of Asset Based Lending, White Oak Commercial Finance, LLC
    Mike Scolaro, ABL Group Head, BMO Commercial Bank ABL
    Courtney Jeans, Head of Regions Business Capital, Regions Bank
    Kyle Shonak, Senior Managing Director, Head of Lending North America, Gordon Brothers

  • Cross-Border Lending - International Finance Essay Contest Winners Present
    sponsored by Goldberg Kohn Ltd.
    Featuring a panel of the winners of our inaugural Cross-Border Finance Essay Contest

    Moderators: Richard Kohn, Principal, Goldberg Kohn Ltd.
    David Morse, Partner, Otterbourg P.C.
    Panelists: Tom Gevers, ABN AMRO Asset Based Finance
    Bryan Ballowe, TradeCap Partners, LLC
    Diederik von Königslöw, NautaDutilh

  • Mastering the Market We Are In - Factors
    Factoring is a sustainable and efficient way of improving your client’s cash flow. In an ever-changing market, learn about some of the new trends, tech tools, risk mitigation, client acquisition and applied AI as viewed by our next generation of professionals.

    Moderator: Hailey Benton-Thomas, Chief Executive Officer, TBS Factoring Service, LLC
    Panelists: Jim Cretella, Partner, Otterbourg P.C.
    Damon Dickens, Executive Vice President, Sallyport Commercial Finance, LLC
    Clinton Stanton, Managing Partner, TradeCap Partners
    James Poston CPA, CMA, Chief Sales Officer, eCapital

11:30 a.m. - 4:00 p.m.
Networking Central- coffee and refreshments
sponsored by Gordon Brothers

12:00 p.m. - 1:30 p.m.
WISF Lunch Keynote Speaker Anousheh Ansari, CEO of X Prize Foundation, interviewed by NPR Marketplace reporter Andy Uhler
sponsored by White Oak Commercial Finance (Diamond level)
also sponsored by Chapman and Cutler LLP (Gold level), Heritage Global Valuations (Gold level), Hovde Group (Gold level), PNC Business Credit (Gold level), Greenberg Traurig, LLP (Silver level), Nardella & Taylor LLP (Silver level), MUFG (Bronze level), Callodine Commercial Finance (Executive level), Haversine Funding (Executive level) and Moritt Hock & Hamroff LLP (Executive level)
Anousheh Ansari is CEO of the XPRIZE Foundation, the world’s leader in designing and operating incentive competitions to solve humanity’s grand challenges. Ansari, along with her family, sponsored the organization’s first competition, the Ansari XPRIZE, a $10 million competition that ignited a new era for commercial spaceflight. Since then, she has served on XPRIZE’s Board of Directors.

1:30 p.m. – 2:45 p.m.
Concurrent panels:

  • A Sober Look at the Energy Transition
    sponsored by Amerisource Business Capital
    There is a lot of talk about the energy transition, but how much of the talk is hype and how much is real? This session will focus on the scale of energy use, the growth in renewables, Europe’s energy crisis, and what’s next for the domestic hydrocarbon sector.

    Moderator: Bill Herrington, EVP, Amerisource Business Capital
    Panelists: Robert Bryce, writer, film producer, and host of the Power Hungry Podcast
    Gentry Beach, Co-Founder, Valence Chemicals
    Charlie Leykum, Founding Partner, CSL Capital Management, LP; CSL Renewables Holdings, LLC
    Kate Richard, CEO, Warwick Investment Group

  • Rebuilding the Supply Chain
    Onshoring and other strategies, the new look of trade finance, emerging financial products.

    Moderator: Mike Roth, Director, Deutsche Bank
    Panelists: Steven Tanzi, President Hilco Performance Solutions, Hilco Global
    Alfredo Espino, Managing Director, FGI Equipment Finance
    Paul D. Schuldiner, Executive Vice President & Chief Lending Officer, Rosenthal & Rosenthal Inc.
    Thomas J. Stringer, Partner and Practice Leader, Site Selection & Incentives, BDO
    Richard Hawkins, Chief Executive Officer, AtlanticRMS

  • Direct Lending Has Its Day
    Direct lending has seen tremendous growth as the broadly syndicated market has faltered. Direct lenders have taken advantage of their greater flexibility to significantly expand their market share as a result. Is this simply a cyclical shift or are there more long term implications? Hear how institutional, alternative and asset-based lenders can work together to offer the best solutions to borrowers to provide solutions for the entire debt need.

    Moderator: David Morse, Otterbourg P.C.
    Panelists: Dan Avnir, Managing Director, Encina Lender Finance
    Patrick Dalton, CEO, Frontwell Capital Partners
    Cheryl Carner, Senior Managing Director, SLR Business Credit
    Adam Salter, Managing Director, Sixth Street

3:00 p.m. - 4:00 p.m.
Concurrent panels:

  • Mastering the Market We Are In - ABL Lenders, Pt. 2
    Prominent industry executives share their perspectives on how to find opportunities in our challenging market place.

    Moderator: Barry Bobrow, Thought Leader and Host, SFNet’s In The Know Podcast
    Panelists: Seth Benefield, SVP, Manager Business Development, Bank of America 
    Ryan Cascade, Partner, Ares Commercial Finance
    Garrett Fletcher, Product Head–Asset Based Lending, MidCap Financial Services, LLC
    David Koshenina, Head of Lender Finance Group, Wells Fargo Commercial Capital-Lender Finance

  • Fraud in Factoring & ABL–Preventing & Identifying–The Devil Is in the Details
    Using real-life examples, our panel of leaders will examine all the little things we need to look for in fraud. It’s not just connecting the dots but also recognizing the dots. 

    Moderator, Don Clarke, President, Asset Based Lending Consultants
    Panelist: Vince Mancuso, Portfolio Development Officer, Goodman Capital Finance
    Mark Fagnani, Senior Managing Director, PKF Clear Thinking
    Betty Hernandez, EVP–CCO, SLR Business Credit
    Cole Harmonson, Co-Founder & CEO, Dare Capital

  • Leading Through Change Bootcamp
    History has shown that companies which are ahead of the change curve and don’t take a “wait to see" or "play it safe” approach almost always come out ahead. Join this hands-on workshop with a leading Change Management Consultant who will introduce tools and practice strategies that will be invaluable to all participants.

    Instructor: Tim JohnPress PCC, Executive Leadership Consultant and Coach

4:00 p.m. - 5:00 p.m.
Cocktail Reception
sponsored by the SFNet Women in Secured Finance Committee and the SFNet Entrepreneurial Committee

5:00 p.m. - 6:00 p.m.
Exhibit Hall Networking Reception and Silent Auction
reception sponsored by Pathward

6:00 p.m. - 6:15 p.m.
Thursday Prize Giveaway
sponsored by Riemer Law
This is your chance to win an acoustic guitar autographed by the Red Headed Stranger, Austin’s own Willie Nelson. Must be
present to win.

9:00 p.m. – 12:00 a.m.
Nightcap Reception
sponsored by Otterbourg P.C. and Parker, Hudson, Rainer & Dobbs LLP

Friday, November 11, 2022

7:00 a.m. - 10:00 a.m.
Registration open
sponsored by eCapital

7:30 a.m. - 10:00 a.m.
Networking Central - coffee and refreshments
sponsored by Gordon Brothers

8:00 a.m. - 8:45 a.m.
WISF Committee Meeting (invitation only)

8:00 a.m. – 8:45 a.m. & 8:45 a.m. - 9:30 a.m.
Breakfast & Functional Roundtables Parts 1 & 2
Gather with your peers to discuss the most pressing issues and opportunities in a free flowing, moderated format that is sure to deliver valuable insights.

  • Credit, facilitated by Ken Yager, President, Newpoint Advisors Corporation
  • Business Development (sponsored by RelPro), facilitated by Lance Rosenthal, Chief Customer Officer, RelPro, Inc.
  • Young Professionals / Emerging Leaders, facilitated by Kathleen Parker, Director of Business Development, HYPERAMS, LLC
  • Operations & Technology, facilitated by Arlene Bonnet, Ed.D, V.P. Group Operations Manager, PNC Bank
  • Legal, facilitated by Leonard Lee Podair, Partner, Thompson Coburn Hahn & Hessen LLP; Teun Struycken, Partner, NautaDutilh; and Paula Laird, Partner, Co-Chair Banking and Debt Finance, Squire Patton Boggs (UK) LLP
  • Factoring, facilitated by Tina Capobianco, Sr. Vice President, J D Factors
  • CEO (1 session from 8:00 a.m. - 9:30 a.m., invitation only), facilitated by Rich Gumbrecht, CEO, Secured Finance Network

9:30 a.m. - 10:00 a.m.
Coffee Break
sponsored by J D Factors

10:00 a.m. - 11:00 a.m.
Economist Town Hall with Robert Wescott & Trevor Williams  
The world economy is weakening due to unprecedented shocks which, coupled with government responses, are pushing certain countries into recession. Which segments will suffer most, and which ones will win? What will the central banks do next and how will this effect financial markets? How will this—and the mid-term elections—impact your business and what can you do to master these disruptions? Join us for an interactive town hall style discussion with two of the world’s preeminent economists – with a track record of calling it right.  This session should not be missed.

11:00 a.m.-11:30 a.m.
The Great "Mastering Disruption" Giveaway and Grab-n-Go Lunch

Earn CPE Credits

CPE credits will be available at this year's event. CLE credits will be available as well, pending approval by state CLE boards. Contact Ryan Green at rgreen@sfnet.com for more information.

The Secured Finance Network is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org


Thank you to our 78th Annual Convention Sponsors & Exhibitor

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