2016 Forum
Keynote

The 2016 Small Business Lending Forum is thrilled to welcome founder and CEO of Futurist.com, Glen Hiemstra as its keynote speaker.

Glen Hiemstra is the Founder and CEO of Futurist.com. As an internationally known expert on creating the preferred future, Glen has advised professional, business, and governmental organizations for two decades and has been a technical advisor for futuristic television programs. He is the author of Turning the Future into Revenue: What Businesses and Individuals Need to Know to Shape Their Future. His website is regularly visited by people from over 120 nations.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.


Lessons from the Future

Glen Hiemstra, Founder of Futurist.com, will share key trends shaping the future of small business in the coming decade, from economic to technological to demographic, and offer a set of leadership skills you can use to position your enterprise for success.

Schedule of Events

Monday, August 15

Small Business Lending Forum

1:00pm at the Foss Waterway Seaport


Boat Cruise and Cocktail Reception

5:00pm cast off from the Foss Waterway Seaport Dock
Cruise the South Sound aboard the Emerald Star for cocktails and conversation.

Tuesday, August 16

Annual Golf Tournament

7:30am at the Trophy Lake Golf and Casting Club

Forum Agenda

1:00pm - 1:10pm

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).


1:10pm - 2:00pm

Lessons from the Future

Keynote presented by Glen Hiemstra, Founder and CEO, Futurist.com
Glen Hiemstra is the Founder and CEO of Futurist.com. As an international expert on creating the preferred future, Glen has advised professional, business, and governmental organizations for two decades and served as a technical advisor for futuristic television programs.

He is the author of Turning the Future into Revenue: What Businesses and Individuals Need to Know to Shape Their Future, and his website is regularly visited by people from over 120 nations.

2:00pm - 2:50pm

Technology Initiatives for Small Business Lenders

Small business lenders must be ahead of their competitors in utilizing technology to acquire and retain customers. A new generation of small business owners are leveraging today’s technology to fulfill their financing needs; and lenders are increasing the use of technology for business development. During this session Orion will provide an overview of its technology initiatives that provide lenders a better view of their portfolio, manage an expanded range of financing, loan and managed service products, and make credit decisions.

Moderator
Dave Schaefer, CEO, Orion First

Panel
Steve Darsie, Principal, Scoring Solutions
Kristian Dolan, COO and Solution Architect, Tamarack Consulting
Paul Marcoe, CTO, Orion First


3:00pm - 3:50pm

How Will the Small Business Community Respond to New Regulations?

Small business lenders are challenged with new and potential regulations; the direction of which could be influenced by the upcoming presidential and congressional elections. How will the Consumer Financial Protection Bureau and the increase in various State licensing of commercial lenders impact small business lending? This panel will discuss new and potential regulations that impact small business owners’ investment in their companies, puts requirements on small business lenders; and opportunities that can prevail over potential threats.

Moderator
Joe Collins, SVP, Business Development, Orion First

Panel
Andrew Alper, Attorney, Frandzel, Robins, Bloom & Csato, LLC
Chris Enbom, CEO, Allegiant Partners, Inc
Ralph Petta, President and CEO, ELFA
Tom Sullivan, Executive Director, Coalition for Responsible Business Finance


3:50pm - 4:15pm

Congressional Update

Congressman Derek Kilmer, D-WA 6th District


4:15pm - 4:30pm

Future Initiatives and Closing Remarks

Dave Schaefer, CEO, Orion First


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