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YoPro Leadership Summit 2019

August 28 to 29, 2019

10 South Dearborn
Chicago, IL 60603

#YoProSummit19

Held in conjunction with SFNet's Field Exam School and Advanced Underwriting Workshop.

Hotel Information: We have a room block at The Kimpton Gray Hotel that extends through Labor Day. A special discounted rate of $189+ tax per night has been negotiated for YoPro attendees and attendees of the education classes. The rate is available until August 2, 2019. *Please note you will receive a link to book your room once you register.

Agenda

*subject to change

Wednesday, August 28th:

12:00 pm - 1:15 pm
Lunch

1:15 pm - 1:30 pm
Welcome & Introductions
Rob Meyers, President, Republic Business Credit
Will Bence, Director Business Development, Fifth Third Business Capital

1:30 pm - 2:30 pm
SFN Jeopardy
Karen Marino, VP & Account Executive, North Mill Capital LLC
Kat Parker, Director of Business Development, HYPERAMS, LLC

2:30 pm - 3:45 pm
Women Industry Leaders Panel
Gain Tips and insights from top women executives in the ABL industry and how they navigated their careers in a historically male-dominated industry.

Moderator: Penny Fine, Managing Director, CIT Northbridge Credit
Panelists: Karen Sessions, President, Bank of America Business Capital
Gail Bernstein, Executive Vice President, PNC Business Credit
Tania Daniel, Managing Director, ENGS Commercial Capital
Briana Richards, Principal, Ernst & Young LLP
Joye Lynn, Head of Corporate Asset Based Lending, Wells Fargo Capital Finance

3:45 pm - 4:15 pm
Coffee Break & Ice Breaker #1
Natalie Lewis, Collateral Analyst, Wells Fargo Capital Finance

4:15 pm - 5:15 pm
Speaker: Keith Levy
Keith Levy has spent his career in the beverage, pet nutrition, and confectionary industries. Over the past 34 years, Keith has honed his business acumen and leadership skills. He’s helmed several major iconic brands driving record-level sales, market share, and profit. He’s also invested in his coworkers and employees, fostering an environment of potential and developing high-performing teams. However, Keith has never lost his entrepreneurial or innovative spirit, and has parlayed his extensive experience into board, advisory, and operating partner roles in the emerging legal cannabis industry.

5:15 pm - 5:30 pm
Day 1 Conclusion & Wrap-up
Will Bence, Director Business Development, Fifth Third Business Capital

5:30 pm
Opening Reception
Chase Tower

8:00 pm - 10:00 pm
Evening Reception at Flight Club
Sponsored by Chapman and Cutler LLP,
Otterbourg P.C., Winston & Strawn LLP
111 W. Wacker Dr.
Chicago, IL 60601

Thursday, August 29th:

8:00 am - 9:00 am
Breakfast & Ice Breaker #2
Natalie Lewis, Collateral Analyst, Wells Fargo Capital Finance

9:00 am - 10:00 am
Changing of the Guard - ABL/Industry Leaders Under 50
Join a discussion with those industry leaders who made an impact early in their careers. Learn how they continue to grow professionally and as leaders, both within their organizations and professionally. Through the hour they will share the secrets behind their success.

Panelists: Jason Riley, Sr. Vice President, Bank of America
Jason Hoefler, Managing Director, BMO Harris Bank
Kristina Miller, Senior Credit Officer & Head of Asset Based Lending Credit, Fifth Third Bank
Jim Low, Group Senior Vice President, Wintrust Business Credit
Jordan Klein, Partner, Winston & Strawn LLP

10:00 am - 11:00 am
Executive Committee Speed Networking Roundtable
Sit down with members of the CFA Executive Committee to network and learn more about how to get involved in the CFA nationally. This roundtable will provide invaluable direct exposure to top leaders in the industry.
Moderators: Richard Gumbrecht, CEO, Secured Finance Network
Stewart Hayes, Managing Director, Wells Fargo Capital Finance
Gail Bernstein, Executive Vice President, PNC Business Credit
John Depledge, Business Head, Citibank, N.A.
Jeff Goldrich, President & CEO, North Mill Capital LLC
Dave Grende, President & CEO, Siena Lending Group
David Morse, Partner, Otterbourg, P.C.
Richard Kohn, Principal, Goldberg Kohn Ltd.
Rob Meyers, President, Republic Business Credit
Will Bence, Director Business Development, Fifth Third Business Credit
Peter York, Managing Director, Asset-Based Lending, J.P. Morgan Securities LLC
Jon Helfat, Partner, Otterbourg P.C.
Bryan Ballowe, Managing Partner, TradeCap Partners
Joseph Lehrer, Senior Vice President, Citibank, N.A.

11:00 am - 11:15 am
Break

11:15 am - 12:00 pm
Small Group Discussion - Growing your Career
Moderators: Phil Coffin, President, Coffin & Associates
Tom Pabst, President, HYPERAMS, LLC
Sandy Prabhakar, Managing Director, Armory Group
Jeff Goldrich, President & CEO, North Mill Capital LLC

12:00 pm - 1:00 pm
Lunch & Ice Breaker #3
Natalie Lewis, Collateral Analyst, Wells Fargo Capital Finance

1:00 pm - 2:00 pm
Tips from the Titans
This panel of seasoned veterans from some of the country’s most recognizable bank and non-bank asset based lending institutions, will discuss a variety of topics including the evolving state of the asset based loan markets, attracting and retaining young talent, tips on how to progress in your career, and general observations on where we are at in the current credit cycle.

Panelists: Dave Grende, President & CEO, Siena Lending Group
Jeff Goldrich, President & CEO, North Mill Capital LLC
Michael Egan, EVP & COO, Monroe Capital LLC
Elizabeth Manning, Senior Credit Executive, JPMorgan Chase Bank
Eran Cohen, Managing Director, Wells Fargo Capital Finance

2:00 pm - 2:30 pm
Small Group Discussion #2
Planning Future YoPro Conferences - Spring/Summer 2020

2:30 pm
Conference Conclusion & Wrap-up