Full Agenda – AACFB Annual Conference

Wednesday, May 11, 2022

7:00 a.m. – 3:00 p.m. Golf Tournament (Optional: Additional cost for participation.)

Don’t miss your chance to network with fellow commercial financing professionals in a relaxed environment during AACFB’s Annual Golf Tournament at the Skybrook Golf Club. Just 24 minutes from the Sheraton Charlotte, Skybrook Golf Club is a John LaFoy Championship course and offers challenges for all skill levels. Enjoy the gorgeous surroundings of this course as you make new business connections. Space is limited – be one of the first registered players to ensure your spot! For more information about the course, visit www.skybrookgolf.com. The fee to play is $125 per person and includes transportation to and from the course, greens fees, cart, drinks, and lunch.

Sponsored by

8:30 a.m. – 6:30 p.m. Registration Desk Open

9:00 a.m. – 11:30 a.m. Brokering Essentials – Part 1 
Presented by: Charles (Bud) Callahan, Jr., CLFP, BPB, National Equipment Leasing, Inc.

Does your company have a solid foundation on which to build a business that will survive the test of time and will allow you to concentrate on adding the next success to your portfolio? This class will cover the essentials for building a brokerage that will last! Join us in discussing topics such as:

  • The leasing basics: types of leases, credit structures, terminology

  • The broker’s role: what we bring to the market

  • Working with funding sources: the do’s and don’ts

  • Finding business that your underwriters will want to fund

  • Ethical standards for brokers: fiduciary responsibility, it’s not just a word

  • Protecting your partners: funders, clients, vendors

  • Tools of the trade: contact management, pricing, negotiations, structuring

  • Finding business and keeping it

  • Leases vs. finance agreements: which are better?

  • ABC’s of a cold call

  • What is the rate?

  • Understanding financial statements and how underwriters interpret them

  • Understanding and reading tax returns, Personal, LLC, Sub S corporations , C corporations and Not For Profit

  • Understanding Personal Financial Statement

  • Identifying bogus information in financial statements

    12:00 p.m. – 2:00 p.m. Women in Finance Luncheon (Optional: Additional cost for participation.)
    The women of leasing and commercial finance are invited to attend a special luncheon to enjoy good food and fellowship to kick off the fun and networking. This luncheon will be hosted at the stunning Church and Union Charlotte located in the heart of uptown on the corner of 5th and Church Streets. This private dining experience is the perfect location to host this year’s Women in Finance Luncheon. 
    Cost: $40

    Sponsored by


    2:00 p.m. – 4:00 p.m. Brokering Essentials – Part 2 
    Presented by: Charles (Bud) Callahan, Jr., CLFP, BPB, National Equipment Leasing, Inc.

    2:00 p.m. – 4:00 p.m. Sponsor Presentations

    2:00 p.m. – 2:20 p.m.
    Sponsor Presentation – North Mill Equipment Finance, LLC 
    Join North Mill Equipment Finance to learn more about this small-ticket, private lender that exclusively serves the referral agent community. National in scope, the company underwrites A – C credits and considers FICOs from 550+. North Mill offers an Application Only program for deals $10,000 to $150,000 and an Application Plus program for larger transactions between $150,001 to $600,000. The company offers up to 12 points in commission and accepts transactions for all types of equipment including transportation, construction, manufacturing and many others. Franchises also are accepted. North Mill’s corporate headquarters is in Norwalk, CT with regional offices in Irvine, CA and Voorhees, NJ. 

    2:30 p.m. – 2:50 p.m.
    Sponsor Presentation – FileInvite
    A new generation of document collection is here with intuitive, powerful features. Need to collect digital signatures from multiple parties or monitor where a document is in the review process? Would you find it useful to send automated reminders to chase documents so you can get feedback on time? FileInvite does this and a whole lot more. Join the FileInvite team to learn more about how their product can save time and make your business more efficient.

    3:00 p.m. – 3:20 p.m.
    Sponsor Presentation – Amur Equipment Finance 
    Join Amur Equipment Finance (AmurEF) to learn more about this nationally ranked Top Five independent equipment finance company that provides financing to businesses that operate in economy-essential, equipment-intensive industries. AmurEF is active in both small-ticket and middle market financing, originating $10K to $2MM transactions across a wide range of credit profiles, with terms up to 84 months. AmurEF serves as a reliable capital partner to many active vendor programs and has funded transactions with over 15K vendors across diversified markets in the United States. We’re here to help you succeed!

    3:30 p.m. – 3:50 p.m.

    Sponsor Presentation – Quality Leasing Co. 
    Join the Quality Leasing Co. team for an in-depth look at how this 60+ year old story-source reviews, underwrites, and funds your B & C-credit deals. Specializing in titled vehicles, manufacturing, and heavy equipment-Quality Leasing can fund almost any commercial asset from $30K up to $3M as long as the customer profile supports the transaction. Come learn how Quality’s big-picture review process and personalized approach to each transaction set them (and in turn, you!) apart from the competition!

    4:15 p.m. – 5:00 p.m. First-Timers/New Member Orientation
    Presented by Kalah Sprabeary, HUB Funding Solutions

    If you are a new AACFB member or this is your first AACFB conference, this is the session for you! Learn how to unlock the benefits and resources available through the association and how to get involved with committees and volunteer opportunities.

    4:15 p.m. – 5:00 p.m. Introduction to the CLFP

    Melissa Vinson, CLFP, CLFP Foundation; Reid Raykovich, CLFP, CLFP Foundation

    Are you curious what those four letters mean? Have you seen them after people’s names, but you’re not quite sure what they stand for? This session will introduce you to what it means to be a CLFP, who does it, and why you should take the next step in your career.

    5:00 p.m. – 6:30 p.m. Speed Networking Reception 
    Meet the Board and our esteemed Sponsors in a fun, fast paced environment! Our Speed Networking Reception offers a unique opportunity for networking, especially for new members and first-time attendees. Find the perfect match for your clients by meeting with funding sources one-on-one over a series of short quick appointments lasting just a few minutes. Get a jump start on who you want to schedule more time with during the exhibitor hours. Grab a drink and an appetizer and jump right into the networking!

    Sponsored by

    7:00 p.m. – 10:00 p.m. Opening Reception

    Join everyone on the rooftop lounge for a reception to remember sponsored by C.H. Brown Co., LLC. Attendees will mix and mingle with the industry’s top professionals while enjoying food, beverages, and music by our 80s cover band, Kids in America.

    Sponsored by


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