SFNet's Emerging Leaders Summit 2023

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Our Emerging Leaders Summit (formerly YoPro Leadership Summit) will take place at the Innisbrook Resort May 22 & 23, 2023.

Join us as we bring together the young professionals of the secured finance industry to hear from industry leaders, connect with peers, and discover together how to find success in new, flexible work structures. We'll also preview our much anticipated Impactful Leadership for High Potentials program, held in conjunction with NYU.

This year's conference will be held in conjunction with our Mid-Year Member Roundtables and our Chapter Presidents meeting, giving attendees even more opportunity to build meaningful connections with colleagues and industry leaders.

You will find hotel booking details in your registration confirmation.

See who is coming to the Summit

What do 2022 attendees have to say about the Summit?

"The amount of open time to talk with people in the room was very beneficial."

"Really appreciated the combination of interesting panels and low-key / easy going ways to get to know people." 

"I really enjoyed the 40 under 40 panel and learning more about what is expected of me as a young professional in the ABL industry."

Agenda*

Monday, May 22

8:00 a.m.
Golf Outing
The Copperhead Course, home of the PGA Tour Valspar Championship (optional, additional fee payable at registration)

9:30-10:30 a.m.
Golf Lesson - optional, for attendees who would like to learn how to golf and aren't attending the outing. Email Lisa Riegel lriegel@sfnet.com to sign up.
Rentals included

12:00 p.m. - 1:30 p.m.
Lunch for Golfers

2:00 p.m.
Registration

2:30 p.m. - 5:00 p.m.
Mid-Year Member Roundtables: Legal, Business Development, Credit & Ops
Emerging Leaders Summit registrants are invited to choose an RT to attend.

5:15 p.m. - 5:45 p.m.
Keynote Speaker Keith Levy, President of Milk Bar
From serving as a board member to becoming President, Keith Levy has been involved in the expansion of Milk Bar as it has grown from a brick-and-mortar location to grocery stores and now online shipping sales.

5:45 p.m. - 7:15 p.m.
Networking Reception
Enjoy this opportunity to meet and mingle with participants from the Mid-Year Member Roundtables and Chapter Presidents meeting.

Tuesday, May 23

8:00 a.m.
Registration 

8:00 a.m. - 9:00 a.m.
Breakfast/Networking

9:00 a.m. - 10:00 a.m.
Industry Titans/40U40 winners panel
Secured finance titans and current/former SFNet 40 Under 40 Award recipients will highlight current industry trends. Topics will include the evolving state of the asset-based loan markets, attracting and retaining young talent, tips on how to progress in your career, building your brand and marketing efforts, and asking what the future of ABL looks like.

Panelists: Meredith Carter, President and CEO, Edge Capital 
Nick Payne, Managing Director, Siena Lending Group, LLC
Mike Scolaro, ABL Group Head – US, BMO Commercial Bank ABL
Jennifer Palmer, CEO, JPalmer Collective

10:00 a.m. - 11:00 a.m.

Roundtable Discussions
Titans/40 Under 40 panelists and CEO Roundtable participants will join attendees for small-group facilitated discussions

11:00 a.m. - 11:15 a.m.
Break sponsored by Gordon Brothers

11:15 a.m. - 12:00 p.m.
Fireside Chat w/ Todd Camp, Co-Founder of Pareto Group and Jim Camp, Jr., Owner and Coach, Camp Negotiations
Negotiation coaches Todd Camp and Jim Camp, Jr. will share their thoughts on negotiating career advancements and growth, how to win over new clients and how to deal with problems in real time

12:00 p.m. - 1:00 p.m.
Lunch

1:15 p.m. - 2:00 p.m.
Graduating and Demoting Credits panel
How do you identify credits within the portfolio? Who do you work with and what is your action plan? Through real life examples, we'll examine best case/worst case and discuss the timeline it takes to address this start to finish.

Moderator: Megan Flaherty, Senior Vice President & Underwriting Manager, Rosenthal & Rosenthal Inc.  
Panelists: Jason Hoefler, Managing Director, BMO Commercial Bank ABL
Norb Schmidt, Executive Vice President and Director, Cadence Business Finance

2:00 p.m. - 2:30 p.m.
Break sponsored by Gordon Brothers

2:30 p.m. - 3:30 p.m.
Cocktail Hour

3:30 p.m.
Final Thoughts and Wrap Up

*Agenda subject to change.

Thank you to our conference sponsors