Keynote:

Leadership Self-Awareness: The Secret Weapon to Succeed in an Ever-Changing World

 

SPEAKER: Dr. Tasha Eurich

 

To compete in today’s increasingly complex climate, small business lending leaders must do many things: contend with fintech, respond to a new generation of entrepreneurs, stay abreast of technical and regulatory changes, attract and retain great talent, and more. And yesterday’s leadership tools simply aren’t enough to tackle tomorrow’s challenges.

 

Fortunately, reveals organizational psychologist, New York Times bestselling author, and third generation entrepreneur Dr. Tasha Eurich, hope lies in one of the most important, yet least-examined, leadership capabilities: self-awareness. Research shows that leaders who cultivate it bust through barriers to change, perform better, make smarter decisions, and even lead more profitable companies.

 

Drawing on her own research, hundreds of empirical studies, and 15 years of working with Fortune 500 clients, Dr. Eurich will reveal the surprising myths, unseen roadblocks, and scientifically proven path to leadership self-awareness.

 

In this entertaining and enlightening keynote based on her new book Insight, you’ll learn:

  • What self-awareness really is and how it helps leaders succeed in an ever-changing world.
  • An understanding of your own self-awareness habits as a leader.
  • The surprising myths about, and unseen obstacles to, self-awareness.
  • A few battle-tested tools to improve self-awareness.

 

 


As a special gift, all of this year’s Small Business Lending Forum attendees will receive a copy of Tasha’s new book, Insight, at the conference. 

Keynote:

Leadership Self-Awareness: The Secret Weapon to Succeed in an Ever-Changing World

 

SPEAKER: Dr. Tasha Eurich

 

To compete in today’s increasingly complex climate, small business lending leaders must do many things: contend with fintech, respond to a new generation of entrepreneurs, stay abreast of technical and regulatory changes, attract and retain great talent, and more. And yesterday’s leadership tools simply aren’t enough to tackle tomorrow’s challenges.

 

Fortunately, reveals organizational psychologist, New York Times bestselling author, and third generation entrepreneur Dr. Tasha Eurich, hope lies in one of the most important, yet least-examined, leadership capabilities: self-awareness. Research shows that leaders who cultivate it bust through barriers to change, perform better, make smarter decisions, and even lead more profitable companies.

 

Drawing on her own research, hundreds of empirical studies, and 15 years of working with Fortune 500 clients, Dr. Eurich will reveal the surprising myths, unseen roadblocks, and scientifically proven path to leadership self-awareness.

 

In this entertaining and enlightening keynote based on her new book Insight, you’ll learn:

  • What self-awareness really is and how it helps leaders succeed in an ever-changing world.
  • An understanding of your own self-awareness habits as a leader.
  • The surprising myths about, and unseen obstacles to, self-awareness.
  • A few battle-tested tools to improve self-awareness.

 


As a special gift, all of this year’s Small Business Lending Forum attendees will receive a copy of Tasha’s new book, Insight, at the conference.

arrow_webSCHEDULE OF EVENTS

Please join us at the Small Business Lending Forum this August 13th and 14th taking place at the beautiful Hilton Denver Inverness Hotel in Denver, CO.  We invite you to spend a couple days interacting with a range of innovators, influencers and thought leaders. In settings both formal and informal, these industry leaders will share their unique perspectives and success stories from the small business lending marketplace.

 

An evening reception will be held at 6 pm on Sunday, August 13th followed by a full day of conference enrichment on Monday, August 14th; including the Keynote Speaker and three Breakout Sessions.

 

For all attendees who like to hit the links, the annual SBLF Golf Tournament will take place Sunday the 13th at 11 am. This year’s scramble will take place at the beautiful 18-hole Inverness Golf Club, which is located on site. $150 donation, 100% of the proceeds benefit YMCA programs.

Sunday, August 13

ymca_grn_rgb_50x39Annual Golf Tournament to benefit the YMCA
Inverness Golf Club
10:00 – 11:00 am

Registration at the Inverness Golf Club

11:00 am

Boxed Lunch Provided

6:00 pm

Evening reception  |  Aspen Terrace at Inverness Resort

Monday, August 14

8:00 am

Small Business Lending Forum held at Hilton Denver Inverness Hotel

5:00 pm Evening Event

Top Golf sponsored by Dynamic Funding

arrow_webForum

Monday, August 14

The small business lending marketplace is ever-changing. As it experiences the saturation of new lenders, it also sees new products, technologies, and innovations which are dramatically changing the determining factors of success and profitability.

Alternative lenders are fine-tuning their strategies, while equipment finance companies are expanding their product offerings. Banks are considering alternative funding avenues and alliances with other funding companies. Private investors and VC’s are deploying assets into companies expecting growth and profitability.

Our discussion will focus on these topics, the market itself, new and old challenges we’re facing and how we might best navigate, respond and adapt to this dynamic environment.

Our goal: to provide you with ideas, concepts and an enhanced perspective on how best to optimize your current and future model to maximize capitalization of the small business lending market.

No matter how you slice it (and hopefully you don’t), the 2017 Forum will be wrapping up in unforgettable and entertaining fashion. Join us as we gather at Top Golf, on the evening of August 14th, to say our goodbyes, grab some food + drink and hit some golf balls. Whether your golf swing yields below par scores or is just flat out below par, we want you there!

 

Top Golf SBLF event will include:

  •         Golf Bays Reserved
  •         Fun Golf games even for novice
  •         T.V. and Lounge Seating
  •         Food – Buffet Style with desserts
  •         Bar drinks available

 

Thanks to our Top Golf Event Sponsor: Dynamic Funding

Forum Schedule

» 6:00 am – 8:00 am – Breakfast in the Garden Terrace Room
    Sponsored by Scoring Solutions

» 8:00 am – Registration

» 8:30 am – 8:45 am – Opening Remarks
Dave Schaefer, CEO, Orion First Financial

» 8:45 am – 10:00 am – Keynote:  Dr. Tasha Eurich
Leadership Self-Awareness:  The Secret Weapon
to Succeed in an Ever Changing World

» 10:00 am – 10:30 am – Networking Break

» 10:30 am – 11:30 am – Breakout Session One

How Outsourcing Supports Your Goals and Strategy

Credit Scoring in Action – Experiences Developing and Implementing Credit Scores

» 11:30 am – Lunch
    Sponsored by Padfield & Stout

» 1:15 pm – 2:15 pm – Breakout Session Two

Making Bank Partnerships Work

› Objectives and Activities of the Innovative Lending Platform Association

» 2:15 pm – 2:45 pm – Networking Break

» 2:45 pm – 4:30 pm – Breakout Session Three

Orion Products and Services – What’s New, Accomplished, and Being Worked On

Adapting to the Current Expected Credit Loss Standard

» 4:00 pm – Closing Remarks

» 5:00 pm – 8:00 pm – Top Golf Evening Event
    Sponsored by Dynamic Funding

Opening Remarks

Dave Schaefer

CEO, Orion First

Dave is the founder and CEO of Orion First Financial, which provides contract servicing and collection services to alternative lenders, banks and independent financial institutions. Dave is also the founder and CEO of Mintaka Financial, a commercial finance company specializing in serving the needs of small businesses across the United States through an exclusive network of originators that share ownership in Mintaka.

Dave is active with the Equipment Leasing and Finance Association (ELFA) currently serving as Vice Chairman of the ELFA Board of Directors and past Chairman of LeasePAC (the industry’s federal political action committee).

Breakout Session One

10:30 – 11:30 am

How Outsourcing Supports Your Goals and Strategy

Keeping focused on your company’s core competencies and added value is critical to success. For most, the ability to leverage skills in sales, credit underwriting, and capital raising is where that core competency and added value lies. This session will focus on “How” and “Why” companies choose to outsource over building operations, and the impact it has had on their organization.

Credit Scoring in Action – Experiences Developing and Implementing Credit Scores

This session will give a flavor of the varied experiences had by lenders while developing and implementing credit scores and models, and where they are in the quest to become more efficient.

Breakout Session Two

1:15 – 2:15 pm

Making Bank Partnerships Work

Independent finance companies are partnering with banks and other financial institutions in multiple ways, ranging from providing software for a digital customer experience to integrating into the fabric of a bank’s small business loan offer. This session reviews the ways these partnerships work, highlights some recent successes and failures, and recommendations on how a partnership opportunity should be evaluated.

Objectives and Activities of the Innovative Lending Platform Association (ILPA)

The recently formed ILPA is dedicated to advancing best practices and standards that support responsible innovation and access to capital for small businesses. This session will provide an introduction to the group and goals, key business and legislative initiatives, and areas of common interest between on-line lending and equipment financing. An introduction to SMART BoxTM – a comparison tool intended to foster common verbiage and enhanced disclosure standards – will also be provided; along with a discussion on its applicability to equipment finance.

Breakout Session Three

2:45 – 3:45 pm

Orion Products and Services – What’s New, Accomplished, and Being Worked On

Orion continues to expand its products and services, and the way they are delivered. This session will provide an overview of new and future direction of portfolio servicing, back-up servicing, credit scoring, and commercial collections.

Adapting to the Current Expected Credit Loss Standards

Lenders and finance companies need to consider how they will adapt to the Current Expected Credit Loss (CECL) Standards. This session will provide an understanding of the CECL Standards, its role in the small business lending space, and its implications for originators, funders and small businesses. Impact on profitability of growing companies, bank covenants and violations, and access to capital for small businesses will also be explored.