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| Thursday,
November 8, 2007 |
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Click on titles
for more information
| 7:30
a.m. - 12:15 p.m. |
Registration |
| 7:30
a.m. - 9:45 a.m. |
Breakfast/General
Session
Sponsored by
Bridge
Finance Group
Guest
Speaker: Tom
Brokaw |
| 9:45
a.m. - 11:00 a.m. |
Coffee Break
with Exhibitors
Co-Sponsored
by
Buccino
& Associates, Inc.
C&R
Credit Services, Inc.
Tiger
Valuation Services, LLC |
| 10:00
a.m. - 3:45 p.m. |
Spouse
Program |
| 11:00
a.m. - 12:15 p.m. |
Three
Concurrent Panels
Ethics
-- Can You Close What You Propose?
Inventory
Financing - Everything You Wanted
to Know but Were Too Afraid To Ask
What
You Don’t Know Can Kill You:
Doing Due Diligence Right |
| 12:15
p.m. - 2:00 p.m. |
Luncheon
Session
Guest
Speaker Entertainer: Bill
Walton
Sponsored
by
Core Business
Credit |
| 2:00
p.m. - 5:00 p.m. |
At
Your Leisure |
5:00
p.m. - 7:00 p.m.
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CFA
Exposition/Wine Tasting
Sponsored
by
Landsbanki
Commercial Finance |
| 9:00
p.m. - midnight |
CFA
Night Cap Networking Reception
Sponsored
by
Goldberg
Kohn
Otterbourg,
Steindler, Houston & Rosen PC |
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General
Session
7:30-9:45 a.m.
Sponsored by
Bridge
Finance Group |
| Address
of Welcome: |
Theodore
J. Kompa
Business Alliance Capital Co., President,
Commercial Finance Association |
| Report
of Executive Director: |
Bruce
H. Jones
Commercial Finance Association |
| Education
Awards Presentation: |
Marshall
C. Stoddard, Jr.
Mayer Brown Rowe & Maw LLP and Campaign
Chairperson, Commercial Finance Association
Education Foundation |
| Guest
Speaker: |
Tom
Brokaw
Legendary
NBC Newsman and Anchor |
|
 Tom
Brokaw
Legendary
NBC Newsman and Anchor
After 21 years
at the anchor desk, Tom Brokaw now
develops documentaries on the important
political, economic and social issues
confronting our world. He is informative,
insightful and unforgettable.
One of the most
iconic figures in television news
history, Tom Brokaw is internationally
recognized as a trusted and revered
voice on issues of global importance.
As anchor and managing editor of
NBC Nightly News with Tom Brokawfor
more than two decades, he set the
standard for broadcast news. Brokaw
enlightens audiences with his observations
on the state of the U.S. and the
world, providing unmatched analysis
of the important economic, political
and social issues in the headlines
- and the people behind them.
Although retired
from the anchor desk, Brokaw is
still very much engaged. Traveling
extensively, Brokaw has recently
been to Iran, Afghanistan, Saudi
Arabia and the Gulf Coast after
Hurricane Katrina in his quest for
the story that viewers need to know.
It’s this relentless pursuit
of the truth that makes Brokaw’s
critically acclaimed television
specials so informative, insightful
and unforgettable.
Brokaw renewed
America’s pride in its own
history with The Greatest Generation,
a series of books focusing on the
challenges of the Great Depression
and WWII. In his presentations,
he weaves the riches and challenges
of past and future to better illuminate
the present. In addition, he’s
also the author of a memoir, A Long
Way From Home.
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Spouse
Program
10:00
a.m. - 3:45 p.m. |
CFA is instituting
a “sea change” in our desert
location this year for the guest program.
No buses to board! Our fun will be right
in the hotel at the conclusion of the
keynote speaker’s address.
You get to choose
what level of activity you want as CFA
offers a variety of programs with you
in mind (and spirit).
Come join a
basic yoga class for some larger stretches
and bends or learn some the gentler tai-chi
moves and stances or spend an hour learning
to reach your inner self in a meditation
session. Then everyone gets together in
a most special on-premises restaurant
for a marvelous Mediterranean meal matched
with perfect wine samplings and topped
with a fun demonstration by a culinary
artist.
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Three
Concurrent Panels
11:30
a.m. - 12:45 p.m. |
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| Ethics
-- Can You Close What You Propose? |
Have
you ever been faced with an ethical dilemma
when soliciting a prospect and/or closing
and handling a loan? The New York Times
Magazine columnist, Randy Cohen (The Ethicist)
and a panel of industry veterans will explore
a variety of business ethics issues encountered
on a regular basis in the commercial finance
industry. Find out how to recognize ethical
minefields and get a perspective on what
might be taken for granted every day. Listen
and learn as Mr. Cohen and the distinguished
panelists debate how to tackle those ethical
issues. |
| Moderator: |
Randy
Cohen
New York Times Columnist |
| Panel
Members: |
Patrick
M. Haney
Commercial Capital Lending, LLC
Edward
J. Siskin
Crystal Capital
Miles
Stuchin
Access Capital, Inc |
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Inventory
Financing
Everything You Wanted to Know but Were Too
Afraid To Ask |
Most lenders are comfortable
financing receivables but balk against
inventory lending ,which can provide substantial
additional business opportunities. This
panel, comprising a lender, a CPA who
prepares and reports on financial statements;
a field examiner; and an appraiser, will
discuss the risks in lending on inventory
and how to mitigate them. |
| Moderator: |
Neville
Grusd
Merchant Financial Corporation |
| Panel
Members: |
Robert
Gaudiosi
The Daley-Hodkin Group
Steven
Kriete
Marcum & Kliegman, LLP
Kenneth
Pogrob
Weiser LLP |
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| What
You Don’t Know Can Kill You: Doing Due
Diligence Right |
Panel
presented by the CFA Education Foundation |
In
today’s competitive environment, everyone
wants to close loans as quickly as possible.
However, how much due diligence can be accomplished
without jeopardizing the deal? How does
analysis affect transaction structure? What
key factors about the company should be
examined pre-deal? What should you know
about the borrower’s principals and
their character? What information do you
need to have effective documents? What factors
should be monitored going forward? If the
company stumbles, what information do you
need to restructure the deal or exit? |
| Moderator: |
Baker
A. Smith
MorrisAnderson & Associates Ltd. |
| Panel
Members: |
William
D. Brewer
Winston & Strawn, LLP
Joseph
A. Heim
Dopkins ABL Consulting Services
Jerry
Oldham
1stWEST Financial Corp. |
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Luncheon
Session
12:15
p.m. - 2:00 p.m. |
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| Chairperson: |
Michael
D. Haddad
Core Business Credit, LLC, Chairperson,
CFA Convention Program Committee |
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Guest Entertainer
Bill Walton
Sponsored by Core Business
Credit |
 Bill
Walton
A basketball superstar and member of
the Basketball Hall of Fame, Bill Walton
made sports history playing for UCLA
when he led the team to two NCAA championships
and a record 88-game winning streak.
He played on NBA championship teams
– the Portland Trail Blazers,
San Diego/Los Angeles Clippers and the
Boston Celtics. He has also received
innumerable awards, including citations
for his humanitarian and leadership
contributors.
In addition
to the popular reality show, Bill
Walton’s Long, Strange Trip,
Walton’s broadcast career includes
work for CBS, FOX, Turner, NBC, ABC and
ESPN. An Emmy Award-winner, he has made
cameo appearances in such iconic feature
films as He’s
Got Game and Ghostbusters.
He is also the author of the book Nothing
But Net.
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At Your Leisure
2:00 p.m. -
5:00 p.m. |
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CFA Night Cap Networking Reception
9:00 p.m. -
Midnight |
Co-
Sponsored by
Goldberg
Kohn &
Otterbourg,
Steindler, Houston & Rosen PC |
To
download the PDF version of the Schedule please
RIGHT CLICK (CMD CLICK for Macs)
on the link below and choose "SAVE TARGET
AS" to save it to your computer.
Get
PDF of Schedule (requires Adobe Acrobat
Reader)
For a PDF print out of the Spouse schedule
click
here |
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|  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
For information
regarding administrative policies
such as complaint resolution and cancellation/refund
policy, please contact Commercial
Finance Association at (212) 594-3490.
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