Keynote:

Risk & Reward: Lessons from the world’s greatest mountains

 

SPEAKER: Steve House

 

Join extreme climber, author, and entrepreneur Steve House as he shares tales—and lessons—from surviving 30 years at the highest level of the world’s most dangerous sport. Managing risk is a business topic attendees are familiar with, but when the risk is to life, do the strategies change? If so, how? And when failure comes, what then?

 

Steve will take the audience along on his world-record ascent of the biggest, most dangerous mountain wall in the world. Five years on, riding high on a history-making career, and it all came crashing down; 100 feet down. 30 broken bones. Collapsed Lung. A narrow survival.

 

Rehab and recovery follow, but so do the doubts. What now?

 

Many of you have climbed your first mountain: Made your own history, captained your own success. But have you asked yourself: What now? What does it mean? If this is all I do in my life, if I were die today, would I be content?

 

Climbing that second mountain is what Steve does today. Now leading four small businesses, having authored four books, built an instructional video series on the principles of risk, and become a mentor and coach to climbers and athletes worldwide.

 

This, clearly, is the important work of life. The work that each attendee will find him or herself doing now or in the near future. The work of legacy, building communities, teaching, mentoring, visioning. Sharing lessons learned that are so profound, as you speak them, you surprise even yourself. And you are not alone in this journey. Those that follow Steve’s journey will gain insight into their own.

Keynote:

Risk & Reward: Lessons from the world’s greatest mountains

 

SPEAKER: Steve House

 

Join extreme climber, author, and entrepreneur Steve House as he shares tales—and lessons—from surviving 30 years at the highest level of the world’s most dangerous sport. Managing risk is a business topic attendees are familiar with, but when the risk is to life, do the strategies change? If so, how? And when failure comes, what then?

 

Steve will take the audience along on his world-record ascent of the biggest, most dangerous mountain wall in the world. Five years on, riding high on a history-making career, and it all came crashing down; 100 feet down. 30 broken bones. Collapsed Lung. A narrow survival.

 

Rehab and recovery follow, but so do the doubts. What now?

 

Many of you have climbed your first mountain: Made your own history, captained your own success. But have you asked yourself: What now? What does it mean? If this is all I do in my life, if I were die today, would I be content?

 

Climbing that second mountain is what Steve does today. Now leading four small businesses, having authored four books, built an instructional video series on the principles of risk, and become a mentor and coach to climbers and athletes worldwide.

 

This, clearly, is the important work of life. The work that each attendee will find him or herself doing now or in the near future. The work of legacy, building communities, teaching, mentoring, visioning. Sharing lessons learned that are so profound, as you speak them, you surprise even yourself. And you are not alone in this journey. Those that follow Steve’s journey will gain insight into their own.

arrow_webSCHEDULE OF EVENTS

Sunday, July 21

ymca_grn_rgb_50x39Annual Golf Tournament to benefit the YMCA
Inverness Golf Club
Annual Golf Tournament

10:00 – 11:00 am  |  Registration at the Inverness Golf Club

11:00 am  |  Boxed Lunch Provided

Alternative Event Announced for 2019!

Rocky Mountain Day-Hike (location details TBD)
Led by Keynote Speaker Steve House

AM Departure

Lunch Provided

Evening Reception

6:00 pm  |  Aspen Terrace at Inverness Resort

Monday, July 22

Small Business Lending Forum

8:00 am |  Hilton Denver Inverness Hotel

Evening Reception

5:30 – 8:30 pm  |  Top Golf

arrow_webForum

Monday, July 22

The small business lending marketplace is ever-changing. Shifts in legislation, the economic landscape and technology dramatically alter the determining factors of success and profitability for our industry. In the coming years, the competitive advantage will be had by those who prepare for disruption and adapt where necessary.

This year’s forum aims to prepare business leaders for unfavorable lending conditions; help identify hidden opportunity through a focus on diversity within company culture; ready organizations to implement incoming regulatory standards; and highlight the importance of active political advocacy for the small business lending as a whole.

The Keynote speaker, extreme climber, author and entrepreneur Steve House will inspire with tales of triumph and failure from his 30 years performing at the highest level of the world’s most dangerous sport.  

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.

Don’t forget to join us as we wrap up the 2019 Forum in unforgettable and entertaining fashion with an evening social event at TopGolf! Catered food and drinks will be provided by Mintaka Financial, so join us to say your goodbyes and hit some golf balls under the neon glow!

» 7:30 am – 8:30 am – Breakfast
Sponsored by Frandzel Robins Bloom & Csato, L.C.

» 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: Steve House
Risk and Reward: Lessons from the World’s Greatest Mountains

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

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

Preparing for the Downturn

CECL: Testing and Implementing the New Current Expected Credit Loss Standard Practices

» 11:30 am – Lunch

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

Reshape or React: Political Advocacy and Small Business Lending

Company Culture: Diversity in the Workplace

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

» 2:45 pm – 3:45 pm – Breakout Session Three

User Group: Mintaka Financial

SAIPH: Product Discussion

» 4:00 pm – Closing Remarks

» 5:30 pm – 8:30 pm – Top Golf Evening Event

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).

General Session

10:30 – 11:30 am

Current Technology Initiatives Facing Small Business Lenders

This session will further explore the themes raised in the keynote presentation and key initiatives within the small business lending industry.

Moderator
Dave Schaefer, CEO, Orion First

Panel
Byron Reese, Author and Futurist (Keynote)
Brock Blake, CEO and Founder, Lendio
James Mendelsohn, COO and CRO, Breakout Capital
Quentin Cote, President, Mintaka Financial

Breakout Session One

1:15 – 2:15 pm

Preparing for a Downturn

This session will cover best practices gleaned from past economic downturn to educate investors and equipment finance companies and help spread preparedness throughout the industry.

Moderator
Dave Schaefer, CEO, Orion First

Panel
Tony Sedlacek, SVP, Portfolio Management, Orion First
Quentin Cote, President, Mintaka Financial
David Normandin, Wintrust
John Sinodis, Attorney

Testing and Implementing the New Current Expected Credit Loss Standard Practices

Lenders and finance companies need to consider how they will adapt to the Current Expected Credit Loss (CECL) Standards. As financial industries near the upcoming implementation deadline, understanding best practices in testing and application are crucial to ensure a smoother transition for all organizations.

Moderator
Zack Marsh Schulte, CFO, Orion First

Panel
Shawn Halliday, Alta Group

Breakout Session Two

2:45 – 3:45 pm

Reshape or React: Political Advocacy and Small Business Lending

Advocating for small business lending and the equipment finance industry is a responsibility we must all share. Lobbying to state representatives and senators in Washington, D.C. through events like Capitol Connections, from the ELFA and LeasePAC, is a great way to make our collective voice heard. This session will cover current advocacy efforts and the factors influencing change in legislature while promoting the need for full industry support in order to truly represent the best interests of American small business.

Moderator
Quentin Cote, President, Mintaka Financial

Panel
James Mendelsohn, COO and CRO, Breakout Capital
Kelli Nienaber, Executive Director, Equipment Leasing & Finance Foundation
Bill Phelan, President and Co-Founder, PayNet, Inc.

Company Culture / Diversity in the Workplace

Details coming soon…

Moderator
Bob Rinaldi, Bob Rinaldi, LLC

Panel
Conrad Lin, Co-Founder & CMO, FintruX
Deborah Reuben, Reuben Creative, LLC

Breakout Session Three

2:45 – 3:45 pm

User Groups

Details coming soon…

Moderator
Quentin Cote, President, Mintaka Financial

Panel
James Mendelsohn, COO and CRO, Breakout Capital
Kelli Nienaber, Executive Director, Equipment Leasing & Finance Foundation
Bill Phelan, President and Co-Founder, PayNet, Inc.

SAIPH Product Discussions

Details coming soon…

Moderator
Bob Rinaldi, Bob Rinaldi, LLC

Panel
Conrad Lin, Co-Founder & CMO, FintruX
Deborah Reuben, Reuben Creative, LLC