CANCELLED SFNet's Independent Finance Roundtable 2020

April 1 - 2, 2020

Chicago, IL


This in-person conference has been cancelled. On April 1, 2020 we offered a 90-minute webinar covering topics relevant to entrepreneurial finance and factoring executives.

SFNet is taking steps to address our collective interests in regard to the COVID-19 crisis.You can find the latest information and resources on SFNet's COVID-19 Updates page.


SFNet's Conference for Entrepreneurial Finance and Factoring Executives

At SFNet's Independent Finance Roundtable, entrepreneurial finance and factoring executives come together to share thoughts and insights on topics such as current legal issues impacting our industry, deal challenges and past war stories, M&A, and succession planning—just to name a few. This is a great opportunity to enjoy a unique and intimate format with your peers, so make sure to reserve your spot soon.

This conference is available to SFNet member company employees only.



Wednesday, April 1, 2020

1:00 p.m. - 7:00 p.m.

Strategy and Competitive Advantage
2:00 p.m. - 3:30 p.m.
This interactive talk will provide a framework to understand the connection between a company’s resources and capabilities, its value proposition, and how it achieves competitive advantage. Keynote speaker Michael J. Mazzeo is the Senior Associate Dean for Curriculum and Teaching at Kellogg and an Associate Professor in the Department of Strategy. He is also a Faculty Associate at Northwestern University's Institute for Policy Research. Mike teaches Kellogg's core MBA and EMBA classes in Business Strategy and is the co-author of the book Roadside MBA: Backroad Lessons for Entrepreneurs, Executives and Small Business Owners

Coffee Break
3:30 p.m. - 4:00 p.m.

Leadership for the Little Guy
4:00 p.m. - 5:00 p.m.
How do you implement big management ideas when you are a small or mid-sized organization? This roundtable will touch on implementing strategies with a small staff and limited resources.

Moderator: Terry Keating, President & CEO, Accord Financial Inc.

Opening Reception
5:30 p.m. - 7:00 p.m.

Thursday, April 2, 2020

7:45 a.m. - 4:30 p.m.

Breakfast and Speed Dating Session
9:30 a.m. - 10:00 a.m.
This is a great opportunity to briefly meet others at the conference and build your network. Grab a coffee, get out of your comfort zone and meet your peers. No stress, just good conversation before we start tackling the harder topics.

War Stories: Deals that Have Gone Wrong
10:00 a.m. - 11:00 a.m.
Stacey Schacter and Barry Morehead host a panel to detail their experiences from the front lines, diving into real-life examples of when deals go wrong, and the lessons they learned. These experiences will show you are not alone when good decisions lead to bad results, and will help with insight and assessing responsibility for managing potential risks and failures, even when the events are the “black swan” variety. Ultimately, you’ll learn to view weaknesses and the ability to properly address them to ensure long-term success.

Panelists: Stacey Schacter, CEO, Vion Investments
Barry Morehead, President, Bold Business Capital, LLC

Coffee Break
11:00 a.m. - 11:30 a.m.

A Recent M&A Real-Life Case Study—Behind the Scenes From Both the Buyer and the Seller
11:30 a.m. - 12:30 p.m.
Wade Hladky from Gulf Coast Business Credit and Steve Lowenthal from Spectrum Commercial Services will dive into their recent experience completing a successful M&A transaction in the commercial finance industry. This will be a great opportunity to hear the details of the transaction from not only the buyer (Gulf Coast), but also gain insight into the seller’s (Spectrum) perspective of the transaction as well. Rob Meyers with Republic Business Credit will be leading the discussions and taking us through the phases that both Gulf Coast and Spectrum experienced--from the upfront work of prepping for sale and purchase, to the letter-of-intent process, valuation metrics discussion, and the due diligence/closing process. We will also get a live update into how the integration is going. 

Moderator; Rob Meyers, President, Republic Business Credit
Panelists: Wade Hladky, CEO & President, Gulf Coast Business Credit
Steve Lowenthal, Co-CEO, SPECTRUM Commercial Services Company

12:30 p.m. - 1:30 p.m.

Tech Tools that Work for You
1:30 p.m. - 2:30 a.m.
In this panel, we are going to take a look at the tools available to all lenders and factors that make doing business easier and on both you and your clients.  We will also look closely at the latest security trends to better safeguard your business.  Other topics of discussion:
What’s the one piece of technology you can’t live without?
Is all technology good or can it become overwhelming?
What are the latest communication technologies?
How can project management systems enhance your operation?

Moderator: Ryan Jaskiewicz, CEO, 12five Capital, LLC

Coffee Break
2:30 p.m. - 3:00 p.m.

What Legal Issues Do Entrepreneurial Organizations Face Today?
3:00 p.m. - 4:00 p.m.
Once again the legal program will feature a timely and meaningful discussion of legal topics of interest to independent lenders which will include topics such as: arbitration or litigation; legal issues in lender-finance; borrower portals and cybersecurity; MCAs; intercreditor agreements and related issues, and more. Our panel of commercial finance attorneys are sure to provide you with valuable information in an entertaining presentation.

Moderator: James McArthur, Executive Vice President, Magnolia Financial, Inc.
Panelists: Jeff Wurst, Sr. Partner, Ruskin Moscou Faltischek
Alison Manzer, Partner, Cassels Brock & Blackwell LLP
Gary Krasna, Principal, Gary Krasna, P.A.

sponsored by Wells Fargo
time and location TBD

Thank you to our sponsors

FinVoice IFR SFNet

RMF SFNet IFR Independent Finance Roundtable



Member Price: $945.00


Contact Information

Contact: Jeff Walsh

Phone Number: 646-839-6084


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