SFNet's Independent Finance Roundtable 2023

April 18 to 20, 2023

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#SFNetIFR23

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 to discuss key industry topics that may affect your business and enjoy some social networking.

Our keynote this year will focus on Turnaround. Former partner at CR3 Partners, speaker Jeff Hyland has thirty years in the restructuring industry, providing interim CEO and management consulting services. He focuses on sales growth, operational improvements, M&A, and finance. After speaking, Jeff will facilitate a roundtable discussion to further explore the topic.

You can connect with other attendees in the official SFNet IFR LinkedIn group. Schedule meetings, chat, share ideas and make plans to join fellow attendees for the Cubs vs. Dodgers game, Thursday, April 20th at Wrigley Field.

See who is coming to IFR 2023

Agenda*

Tuesday, April 18

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

5:30 p.m. - 7:00 p.m.
Opening Reception
Upstairs at the Gwen Terrace

7:30 p.m. - 10:00 p.m.
Group Dinners (optional, pay your own way)

Wednesday, April 19

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

8:30 a.m. - 9:30 a.m.
Breakfast & Networking

9:30 a.m. - 10:15 a.m.
Keynote Speaker Jeff Hyland, former partner at CR3 Partners, LLC
Jeff Hyland will speak about growth and laggard industries in 2023. With the challenging economic environment, which industries could present opportunities and which pitfalls? Jeff has thirty years in the restructuring industry, providing interim CEO and management consulting services. He focuses on sales growth, operational improvements, M&A, and finance. Before joining CR3, Jeff was the CEO and Director of a publicly-traded consumer products company.

Moderator: Terry Keating, CEO, Access Capital, Inc.

10:15 a.m. - 11:15 a.m.
Roundtable Discussions: Turnaround
Facilitated by Jeff Hyland, these discussions will explore:

• The evolving role of the BD professional, looking at different techniques and approaches
• KPIs for financial institutions
• How to engage a workforce in today's market
• Setting CRO parameters and how to manage the CRO
• What to expect and not expect from an experienced CRO or turnaround consultant at a borrower

11:15 a.m. - 11:30 a.m.
Coffee Break

11:30 a.m. - 12:30 p.m.
Roundtable Discussion: Best Practices
This is a great time to hear how other lenders handles issues and come away with new ideas to improve or streamline processes. Topics will include:

• Underwriting
• Credit Research
• Operations
• IT
• Deal Monitoring
• Strategic Planning

Facilitators: Robyn Barrett, SVP, Managing Director, Oxford Commercial Finance
Bryan Ballowe, Managing Partner, TradeCap Partners

12:30 p.m. - 1:45 p.m.
Lunch

1:45 p.m. - 2:45 p.m.
Debt Capital Markets panel
Our panelists will discuss a variety of topics, including:

• The balance sheet of senior, sub, mess and equity
• The bank M&A market
• Debt financing

Moderator: Steven Samson, President, MidCap Business Credit, LLC
Panelists: Jonathan Knauss, Managing Director, Raymond James
Tim Stute, Managing Director and Head of Specialty Finance, Hovde Group

2:45 p.m. - 3:15 p.m.
Coffee Break

3:15 p.m. - 4:00 p.m.
Roundtable Discussion: Tech
Topics to include CRM, update on tools, etc. Details coming soon.

Panelists: Neil Brodsky, Chief Legal Officer, Vion Investments
Cole Harmonson, CEO, Dare Capital
Ryan Jaskiewicz, CEO, 12five Capital, LLC

Thursday, April 20

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

10:00 a.m. - 11:00 a.m.
Marketing / Branding Discussion
An open and interactive discussion surrounding marketing and branding with a particular focus on social media strategies. 

Speaker: Elizabeth Ellsworth, Director of Brand & Integrated Marketing, Addepar

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

11:30 a.m. - 12:30 p.m.
Roundtable: Disclosures / Regulations / Licensing
An update and discussion featuring members of SFNet's Advocacy Committee

Panelists: Jonathan Helfat, Partner, Otterbourg P.C.
Hamid Namazie, Partner, McGuireWoods LLP

12:30 p.m.
Grab and Go Lunch

Evening
Cubs game at Wrigley Field
Catch the Cubs/Dodgers game on Thursday night after the conference. Some of our attendees are organizing an informal outing to Wrigley Field. This will be a "pay your own way" event.

*subject to change

Thank you to our conference sponsor

Registration

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 Registration button.

Cancellation policy
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: $995

Register