SFNet's Independent Finance Roundtable 2024
April 17 to 19, 2024
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Our Independent Finance Roundtable brings together senior-level executives from non-bank, independent SFNet member companies. Immerse yourself in a transformative environment where industry titans converge to uncover key insights that could shape the future of your business.
Our carefully curated agenda promises a deep dive into pivotal industry topics, ensuring you stay ahead of the curve. Gain a comprehensive understanding of California's small business fee regulations, explore the dynamic intersection of technology, AI and business development, and unlock economic insights that span geographic, geopolitical and industry landscapes.
Discover what leading entrepreneurial lenders are implementing to stay on the cutting edge and engage in practical discussions that spotlight the benefits of collaboration. From best practices to navigating the risks of multiple funding sources, join us for invaluable insights that will empower your financial endeavors.
Wednesday, April 17
3:00 p.m. - 7:00 p.m.
5:30 p.m. - 7:00 p.m.
Group Dinners (optional)
Thursday, April 18
7:45 a.m. - 4:30 p.m.
8:30 a.m. - 9:30 a.m.
Breakfast and Networking
9:30 a.m. - 10:30 a.m.
Panelists: Raphael Torres, Executive Vice President, Access Capital
Laurie A. Montplaisir, Partner, Krieg DeVault LLP
10:30 a.m. - 11:30 a.m.
All in Independent Finance: Unveiling Opportunities and Overcoming Challenges
In this workshop, we will delve into the practical applications of AI and technology within the realm of independent finance. From streamlining operations to enhancing decision-making processes, we will explore real-world examples of how AI is reshaping the landscape. Our discussion will address pertinent questions: How do independent finance companies access and leverage AI resources? What are the legal and ethical considerations surrounding AI implementation, particularly in data management and compliance? Join us as we dissect the policies, procedures, and strategic frameworks guiding the integration of AI technologies, offering actionable insights for navigating this evolving terrain effectively.
11:30 a.m. - 11:45 a.m.
11:45 a.m. - 12:30 p.m.
We will delve into a multifaceted analysis that spans geographic, geopolitical, and industry perspectives, providing attendees with a nuanced understanding of key economic trends, challenges, and opportunities shaping local, regional, and global economies.
12:30 p.m.- 1:45 p.m.
1:45 p.m. - 2:45 p.m.
Working Together: How Non-Bank Financing Providers Can Capitalize on Credit Retrenchment from Banks to Provide a Complete Funding Solution
A discussion among product specialists within the commercial finance industry detailing how collaboration among funding sources can not only provide borrowers a best-in-class, turnkey funding solution; but also help reduce overall risk to the lenders. This session will involve both a panel and roundtable format to further discuss the benefits, challenges, and mechanics involved within a collaborative effort among multiple funding sources.
2:45 p.m. - 3:15 p.m.
3:15 p.m. - 4:00 p.m.
Wells Fargo Dinner TBA
Friday, April 19
9:30 a.m. - 10:00 a.m.
10:00 a.m. - 11:00 a.m.
Debt Advisory/What Are Banks Doing?
11:00 a.m. - 11:30 a.m.
11:30 a.m. - 12:30 p.m.
M&A Session: What Is the Activity?
Hear a report on recent M&A trends and discuss how these transactions will reshape the competitive landscape and impact lending practices.
Grab and Go Lunch
*Agenda subject to change.
If you are a senior-level executive at an SFNet member finance or factoring company, we invite you to register for IFR by clicking the Register button below.
All cancellation requests must be made in writing. A refund will be granted when the request is received four weeks prior to the conference, minus a 10% processing fee. Email refund requests to Betty at BLam@sfnet.com.
Member Price: $1,045Register
Contact: Jeff Walsh
Upcoming Professional Development Courses
- Financial Statements Level One
- Underwriting Level One
- Field Exam Level One
- On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy