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SFNet's Independent Finance Roundtable 2022

April 5 to 7, 2022

JW Marriott Austin
Austin, TX

#SFNetIFR22

Our in-person Independent Finance Roundtable brings together senior-level executives from non-bank, independent SFNet member companies in a small setting. We will gather in Austin, TX, to discuss key industry topics that may affect your business and enjoy some social networking.

Agenda*

Tuesday, April 5

3:00 p.m. - 7:00 p.m.
Registration

5:30 p.m. - 7:00 p.m.
Opening Reception at The Edge Rooftop Bar

7:30 p.m.
Group Dinners (optional)
SFNet will set up reservation blocks at local restaurants for you to enjoy a night out (pay your own way) following the Opening Reception.

Wednesday, April 6

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

8:30 a.m. - 9:00 a.m.
Breakfast and Networking

9:00 a.m. - 10:00 a.m.
Economist Keynote Speaker - Secured Finance in the Era of Crypto
Blockchain technology holds the promise of improving the efficiency of the financial system by (i) increasing automation through smart contracts; (ii) allowing seamless interoperability using layer-1 distributed platforms; and (iii) settling transactions instantly and securely. Professor Fracassi will start with an overview about what crypto is, why it is important and where blockchain technology should or should not be used. He will conclude by discussing how businesses should prepare for a future where blockchain technology is integrated within the financial system, especially for the secured finance industry.

Economist: Cesare Fracassi, Associate Professor of Finance; Director of the Blockchain Initiative, Texas McCombs, The University of Texas at Austin

10:15 a.m. - 11:15 a.m.
Roundtable Discussions on Human Capital
An open conversation on what independent businesses are doing regarding Human Capital, comprising three 20-minute sessions:

1. ESG - Environmental, Social, Governance in smaller companies

What is it?
How might it affect my business?
What is SFNet doing to address the issue and support its member companies?

Introduction/facilitation by Mike Wesley, Partner, PKF Clear Thinking, LLC & Betty Hernandez, EVP & Chief Credit Officer, SLR Business Credit

2. The Great Resignation in smaller companies

Is it real or just a headline?
Retaining employees in a COVID/post-COVID world: compensation/training, development & career paths

Introduction/facilitation TBD

3. Return to the Office

Back to "normal"
Hybrid - what does that really mean?
Remote

Introduction/facilitation by Ryan Jaskiewicz, CEO, 12five Capital, LLC & TBD

11:15 a.m. - 12:15 p.m.
Strategic Planning and KPI—Key Indicators You Need to Understand in Portfolio Management
This roundtable discussion will review:

What structured strategic planning does your company employ? What are the different methods people use?
What KPI’s does your company track? How do they affect how you run your business?
What sort of projects or goals does your company take on that are non-sales related?
How do you map out your strategy 3–5 years in advance? Is it useful?
Who do you share your strategic planning with? All employees? Other stakeholders? How do you present this?

Facilitators: Cole Harmonson, CEO, Dare Capital
Ryan Jaskiewicz, CEO, 12five Capital, LLC

12:15 p.m. - 1:30 p.m.
Lunch

1:30 p.m. - 2:30 p.m.
Winning an M&A Bidding Process
During this panel, you'll get the inside story on a recent acquisition:

Anatomy of the acquisition
POV from the winner, a runner-up and the investment banker
FastPay-deal strategy, transaction design & integration

Moderator: Chris Hemler, Director, Hovde Group, LLC
Panelists: Jeff Goldrich, President & CEO, SLR Business Credit
Terry Keating, Managing Director, Donald J. Keating & Sons

3:00 p.m. - 4:00 p.m.
Legal Update
Jeffrey Wurst, Partner, Armstrong Teasdale LLP, will facilitate a discussion comprising legal topics of interest to independent lenders; including:

Right of action
Strategies for buying and selling loan portfolios and finance companies
Mitigating risks of borrower claims
Arbitration vs. litigation
Participations/syndications
and more

Dinner
sponsored by Wells Fargo

Thursday, April 7

9:30 a.m. - 10:00 a.m.
Breakfast

10:00 a.m. - 11:00 a.m.
Lender Liability session
presented by Rob Meyers, President, CCO & Managing Member, Republic Business Credit, LLC, and Laurie M. Montplaisir, Attorney, Robbins DiMonte, Ltd.

11:00 a.m. - 12:00 p.m.
War Stories: Lessons Learned and Pitfalls to Avoid
This session will be a candid discussion on transactions that didn’t go as planned, the underlying root causes and how to deal with a bad deal or at least bad decisions. Embrace the failure as our presenters freely admit where they went wrong, what they would have done different and what they learned from the experience. Please also consider sharing your bad deals with the audience as misery loves company.

Facilitator: Richard Ellis, Co-President, GemCap Solutions, LLC

12:00 p.m.
Grab and Go Lunch

*subject to change

Thank you to our sponsors