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Tuesday, November 15, 2011
Advanced Account Management Workshop (Additional fee) 8:30 a.m. - 5:00 p.m.
Board of Directors Reception (Invitation only) 6:00 p.m. - 8:00 p.m.

Wednesday, November 16, 2011
Advanced Account Management Workshop (Additional fee) 8:30 a.m. - 5:00 p.m.
Chapter Leaders Workshop (Invitation only) 8:30 a.m. - 10:00 a.m.
Education Foundation Meeting (Invitation only) 10:30 a.m. - 12:00 p.m.
Lunch for Board of Directors and Education Foundation (Invitation only) 12:00 p.m. - 2:00 p.m.
Executive Committee (Invitation only) 2:15 p.m. - 3:15 p.m.
Board of Directors Meeting (Invitation only) 3:15 p.m. - 4:00 p.m.
Registration 2:30 p.m. - 6:30 p.m.
Exhibitor Set-up 10:00 a.m. - 2:00 p.m.
Exhibit Hall Open 2:30 p.m. - 5:00 p.m.

Opening Reception at the Intrepid Sea, Air & Space Museum -
Sponsored by RMP Capital Corp.

6:00 p.m. - 8:00 p.m.

Thursday, November 17, 2011
Registration 7:00 a.m.- 5:00 p.m.
Breakfast & General Session with Dr. Robert M. Gates, Secretary of Defense (2006-2011) - Sponsored by RedRidge Finance Group 8:00 a.m. - 10:15 a.m.
Coffee Break - Co-Sponsored by C&R Credit Services, Inc. 10:15 a.m. - 11:45 a.m.
Lunch Session - Sponsored by Clear Thinking Group
Views from the Top
Hear from four of the top players in commercial finance on how their strategies have been shaped by their parent organizations; what their views are on the current economic and competitive environment as they relate to their business strategies; and what challenges and opportunities they see for the market going forward.
Moderator:
Barry Bobrow, Managing Director, Wells Fargo Capital Finance
Panel Members:
John E. Goldthorpe, Group Executive, Chase Business Credit
Henry Jordan, Chairman & CEO, Wells Fargo Capital Finance
Jeffrey McLane, President, Bank of America Merrill Lynch
Thomas M. Quindlen, President & CEO, GE Capital, Corporate Finance
11:45 a.m. - 2:00 p.m.
Concurrent Panels 2:15 p.m. - 3:30 p.m.
Panel A - Factoring Unplugged: Experienced Insight into Tomorrow’s Challenges
Gain valuable, practical insight from industry leaders with extensive experience and broad perspective on market, credit and management trends to help you face tomorrow’s challenges.
Moderator:
Dan Karas, EVP & Managing Director, Marquette Commercial Finance
Panel Members:
Marc Adelson, CEO, Capital Business Credit
Brian Center, Chief Operating Officer, Far West Capital
Jon Lucas, EVP, CIT Commercial
 
Panel B - Funding the Gap: Back to the Future – a Panel of the Nation’s Premier Lenders Specializing in Alternative Financing
How quickly the market forgets: alternative financing has seen a number of deal features last seen in the heyday of 2006 and early 2007, including the PIK toggle feature, covenant-lite loans, staple financing and unitranche debt. With the economic downturn in the rearview mirror (or is it?), alternative lenders are once again on the prowl to employ capital in aggressive and creative ways. In tandem with the renewed interest, lenders are seeing downward yield pressure on alternative financing as the competition escalates. The panel will review the return of these features and will assess the benefits and drawbacks to the lending industry as well as cover the current state of the capital markets in a thrilling preview of what’s to come for alternative financing in the next few quarters.
Moderator:
J. Scott Victor, Managing Director, SSG Capital Advisors, LLC
Panel Members:
John Brignola, Partner, LBC Credit Partners, Inc.
Charles Garoklanian, Sr. Vice President, PNC Business Credit
Lawrence E. Klaff, Managing Director, Debt Investment Group, GB Merchant Partners
Theodore L. Koenig, President & CEO, Monroe Capital LLC
Steve Migliero, Managing Director, Crystal Financial
 
Panel C - Global Case Study: Things to Consider when Asset-Based Lending Crosses International Borders
As domestic businesses expand internationally and private sponsors continue to pursue more global opportunities, there is an increased demand for lenders to provide comprehensive cross-border, multi-jurisdictional financing solutions. This panel will discuss case studies around recent transactions completed in the cross-border space and demonstrate the dynamic structural and legal perspectives of lending within Canada, Mexico, and Europe.
Moderator:
Sami Altaher, Executive Director, FGI Finance
Panel Members:
Martin Cooper, Director, Lloyds TSB Commercial Finance
Wayne Ehgoetz, Managing Director and Head, Roynat Asset Finance
Daniel Kuri Breña, Kuri Breña, Sánchez Ugarte y Aznar, S.C.
 
Coffee Break - Co-Sponsored by C&R Credit Services, Inc. 3:30 p.m. - 4:00 p.m.
General Session - Loving and Mastering the Art of the Deal
Anthony Smith, CEO, VSA Consulting Group
Co-Sponsored by PPL Group LLC.
4:00 p.m. - 5:15 p.m.
Wine and Cheese Reception in the Exhibit Hall 6:00 p.m. - 7:30 p.m.
Nightcap Reception - Co-Sponsored by Goldberg Kohn & Otterbourg, Steindler, Houston & Rosen P.C. 9:00 p.m. - 12:00 a.m.

Friday, November 18, 2011
Registration 7:30 a.m. - 12:30 p.m.
Concurrent Panels with Breakfast - Co-Sponsored by COVARITY and Vedder Price P.C. 8:00 a.m. - 9:30 a.m.
Panel A - The Economic Outlook: Boom, Bust or Both?
In many ways it is a macro world, with economic news driving most markets. This panel will discuss the outlook for growth, inflation and policy in the year ahead.
Panel Members:
James Glassman, Managing Director and Senior Economist, JP Morgan Chase & Co. Ethan Harris, Head of Developed Markets Economics Research, BofA Merrill Lynch Global Research
 
Panel B - Developments in Debtor in Possession Financing and Use of Cash Collateral
The panel consists of a turnaround expert, a debtor's attorney, a lender's attorney and a lender. From their different points of view, they will discuss the recent developments and changes in Debtor-in-Possession financing in today's troubled economic environment both by a captive lender and by a new strategic lender. In addition, they will address the use of the lender's cash collateral during the bankruptcy proceeding and the constraints and challenges presented when there are no new funds available. They will also address the solutions that they are encountering. The panel is presented by the American Bar Association Business Law Section, Loan Workout Subcommittee.
Moderator:
Cathy Reece, Fennemore Craig, PC
Panel Members:
Holly Etlin, CTP, Alix Partners
The Honorable Shelley C. Chapman, United States Bankruptcy Court
Joshua Divack, Hahn and Hessen LLP
Paul Shalhoub, Wilkie Farr & Gallagher, LLP
 
Coffee Break - Co-Sponsored by RedRidge Finance Group 9:30 a.m. - 11:30 a.m.
Exhibit Tear Down 11:30 a.m. - 2:30 p.m.
Concurrent Panels 11:30 a.m. - 12:45 p.m.
Panel A - Current Financing Trends in Private Equity Transactions
Hear from a panel of premier private equity and service firms representing the large corporate, middle-market and small business segments about creative ways in which deals are being valued and financed in today’s competitive private equity world.
Moderator:
Thomas G. Siska, President & CEO, Working Capital Solutions, Inc.
Panel Members:
Stuart Aronson, President and CEO, GE Capital Americas Sponsor Finance
Jason R. Frank , Managing Director, Hilco Enterprise Valuation Services, LLC
Gregory L. Segall, Managing Partner, Versa Capital Management Inc
Marc A. Utay, Founder & Managing Partner, Clarion Capital Partners, LLC
 
Panel B - Report of General Counsel
A summary of judicial and legislative developments affecting the ABL and factoring industries in 2011.
Panel Members:
Jonathan N. Helfat, Partner, Otterbourg, Steindler, Houston & Rosen, P.C.
Richard Kohn, Sr. Partner, Goldberg Kohn Ltd
 
Panel C - But He Had an Honest Face!
They say, “desperate people do desperate things.” Hear from a crisis manager who has overseen large fraud cases, an FBI Supervisory Special Agent who handles criminal cases involving insider trading and fraud, the author of a book on spotting deception, a leading forensic accountant and the head of a firm that performs background checks for lenders, just what is at stake when you are confronted with “an honest face”—and how to protect yourself!
Moderator:
Howard Brod Brownstein, President, Brownstein Corp.
Panel Members:
Jeffrey E. Brandlin, President, Brandlin & Associates Accountancy Corp.
David A. Chaves, Supervisory Special Agent, Corporate and Securities Fraud, Federal Bureau of Investigation
Pamela Meyer, CEO, Simpatico Networks and author of the bestselling book Liespotting
Jerry Oldham, Chairman & CEO, 1stWEST Background Investigations
 
Lunch 1:00 p.m. - 3:00 p.m.
Friday Night Activities - Tickets to Two Broadway Plays (Additional fee) 8:00 p.m.

Convention Activity Policy
If you would like to hold a reception or other event during the Convention, please keep in mind that these events cannot conflict with any scheduled Convention activity. Please contact CFA at (212) 792-9390 in advance of making any arrangements as we may be able to assist with contract negotiations.

Continuing Education Credits
Number of CPE credits available is based on the sessions attended. There is no advance preparation required for this group-live offering. Commercial Finance Association is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:
www.nasba.org.

Attorneys: CLE applications are pending with individual state bars. Commercial Finance Association cannot guarantee state bar approval. Contact Alana Caserta, CFA Education Associate, at acaserta@cfa.com or 646.839.6084 to see if your state is approved.