Innovate or Die - cemcouncil.com · around the globe while innovating and challenging the status...

JUNE 4-6 2018LAGUNA BEACH | RITZ-CARLTON

Innovateor Die

2018 Annual FinTech Innovation Summit

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CEMC | FinTech Innovation Summit 2018

WELCOME | MESSAGE

Thank you and welcome to Laguna Beach and the Second Annual CEMC FinTech Innovation Summit – Innovate or Die! This exclusive event is bringing together a cross-section of leaders from Fortune 500’s, cutting edge startups, VC’s and beyond – giving the broadest perspective possible on what is going on in each of these areas of technology and disruption.

This CEMC Summit features an impressive array of executive speakers representing leaders in finance, technology, legal, asset purchase, data/information technology and fintech.

We’re proud to host keynote speakers: Jonathan Andrew (CEO and Global Head Commercial Finance Siemens Financial Services), Dr. Michael Gervais (High Performance Psychologist), Pablos Holman (Futurist, Inventor, Security Expert and Hacker) and Paul Zikopoulos (VP Big Data Analytics for IBM and Future Trends Expert).

This year we also want to talk about the indirect impact that innovation is having on our organizations and the world as a whole. The diverse group of leaders here have one thing in common: they are all disruptors in their industries who continue to rethink and refine their business practices. Disruption and change can come from anywhere, and the Summit hopes to cultivate this cultural shift in mindset through amazing content and discussion throughout the rest of 2018 and beyond. We hope you find our CEMC FinTech Innovation Summit enjoyable, informative and inspirational. Thank you for your continued support and enjoy your stay!

Sincerely,

Charles E.O. AndersonCEMC Founder & Executive Director

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ABOUT THE SUMMITThe CEMC Innovation Summit attendees are industry

leaders and distruptors, all of whom are driving progress in the asset purchase and finance industries. The participants

range from technology innovators to big data leaders, but they all have one common goal – revolutionize their

industry. The Summit is a unique opportunity to reach an exclusive group of leaders and disruptors who will inspire

you to rethink and innovate your business practices.

ABOUT CEMCCEMC is a community of corporate practitioners in equipment financing. Its charter is to create a forum in which industry executives can get the insight, interaction and information they need to make good business decisions. Established in 2016, CEMC provides capital providers, online equipment sellers and equipment industry leaders and practitioners with educational seminars, benchmarking surveys, group workshops, an annual Summit and retreat, white papers by expert faculty, a professional networking website and regional working groups.

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EVENT | LOGISTICS

@CEMC_Council

Please check in here

Most of the Summit events will take

place here

Day 2 reception & gala dinner to be held here

FLOOR PLAN

OFFICIAL HASHTAGS#InnovateOrDie #CEMC2018 #CEMCFinTechInnovationSummit

TWITTER

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SCHEDULE | MON. JUNE 4

12:00pm - 1:15pm

Location: Pacific Promenade Foyer

Summit Check-In & Registration

1:10pm - 1:20pm

Location: Pacific Promenade

Summit Kickoff

Charles Anderson, CEMC Founder and CEO of Currency will kick off the 2018 Innovation Summit.

1:20pm - 2:00pm


Keynote 1: Training the Mind-Set for Great Performance and Success

Michael Gervais, Co-Founder of Compete to Create with Pete Carroll (Head Coach of the Seattle Seahawks)

Michael Gervais will give us some insights on how training the mindset to high-stakes environments can lead to great performance and success.

2:00pm - 2:50pm


Keynote 2: Innovation - The New Status Quo - A Multi-National’s Perspective

Jonathan Andrew, Global Chief Executive Commercial Finance, Siemens Financial Services

Jonathan Andrew will share his experiences leading teams across 16 countries around the globe while innovating and challenging the status quo on the international stage.

2:50pm-3:00pm


Break

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SCHEDULE | MON. JUNE 4

3:00pm - 4:00pm


Panel 1: Blockchain/ IoT | Tomorrow’s Supply Chain - When IoT & Blockchain Converge

• Bart Cant, Partner of Financial Services & Blockchain, IBM• Jim Toffey, CEO of LiquidX• Maciej Kranz, VP/GM of Cisco’s Corporate Strategic Innovation

Group & Expert on IoT• Gary Amos, CEO Commercial Finance Americas of Siemens

Financial Services• Wayne Super, Managing Director of Capital Markets of Cisco

Capital (Moderating)

4:00pm - 4:30pm


Discussion 1: FinTech Investing and the State of the Market from a VC Perspective

Ben Savage, Partner at Clocktower Technology Ventures

4:30pm - 4:50pm


Discussion 2: Smart Contracts and Blockchain Technology

Keith Letourneau, Partner at Blank Rome LLP

4:50pm - 5:00pm


Closing by Charles Anderson

5:00pm - 6:00pm

Location: Pacific Promenade Lawn

Oceanfront Cocktail Hour Sponsored by PayNet

Toast by Bill Phelan, President & Co-Founder of PayNet

Enjoy entertainment by Grammy award-winning Artist Jerry Peters and Band with performance by World Champion Magician Johnny Ace Palmer

6:00pm - 8:00pm


Oceanfront Kickoff Dinner Sponsored by PayNet

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SCHEDULE | TUES. JUNE 5

7:30am - 8:30am


Breakfast Sponsored by David Erard of HCVT, LLP.

8:30am - 8:45am


Opening & Introduction by Charles Anderson

8:45am - 9:45am


Keynote 1: Into the Mysterious World of a Thinking Business

Paul Zikopoulos, VP Big Data Analytics for IBM and Future Trends Expert

9:45am - 10:30am


Discussion 1: Big Data - Asset Valuation

Scott Lubischer, Corporate Executive of FleetEvaluator

Scott Lubischer will discuss how big data is leveraged to mitigate valuation risks for accurate asset valuations.

10:30am - 10:45am


Break

10:45am - 11:45am


Keynote 2: Innovation - Solving the World’s Biggest Problems Through Science

Pablos Holman of Bill Gates Intellectual Ventures

Pablos Holman will share his experiences and futuristic projects to understand how innovation applied to science can resolve the world’s biggest issues.

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11:45am - 12:15pm


Discussion 2: Financing and Investing Trends to Prepare for H2 2018

Matthew Perkins, Senior Managing Director of Guggenheim

Capital Markets Update:• Current industry trends for originators of small business loans as well as

consumer loans• Marketplace Lending vs. Balance Sheet Lending vs. a “Hybrid”

Lending Model• Illustrative economics for ABS issuances vs. warehouse facilities vs. whole

loan sales• Opportunities for originators and investors

12:15pm - 1:30pm


Oceanside Lunch & Discussion

Tables by Themes with Experts Leading Discussion On:• Innovation• Blockchain• AI• Smart Contracts (Blockchain)

1:30pm - 2:30pm


Panel 1: AI | Re-Envisioning Professional Services Through AI

• Pablos Holman, Intellectual Ventures• Srinivasan Bharadwaj, CTO AI Products of RAGE

Frameworks (Genpact)• Mike Armstrong, President of ZestFinance• Joel Luxenberg, Founder & CEO of DeepCurrent• Justin Wheeler, Chief Product Officer of Currency (Moderating)

Technology is leaving no industry undisturbed. Experts in AI and Machine Learning will discuss how they’re leveraging technological advancements to shake up their industries and those of their customers.

2:30pm - 2:45pm


Break

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2:45pm - 3:10pm


Fireside Chat: FinTech & Blockchain Trends

Jason Jones, Co-Founder & Co-Chairman of Lendit & BlockFin Summit

Charles Anderson will sit down with Jason Jones to discuss everything trending in fintech & blockchain.

3:10pm - 4:10pm


Panel 2: Sharing Economy

• Brett Read, CEO of Cohealo• Robert Preville, Founder and CEO of KWIPPED, Inc.• Patricia Voorhees, Director of The Alta Group (Moderating)

What models are emerging and how might they shape the future of how we acquire, use and finance equipment.

4:10pm - 5:00pm Break

5:00pm - 6:00pm

Location: Terrace Salon Balcony

Cocktail Reception Sponsored by Fleet Evaluator

Music by Grammy Award Winning artist Jerry Peters on piano

6:00pm

Location: Terrace Salon Ballroom

Gala Dinner Sponsored by Currency

Tommy Davidson, ComedianJerry Peters, Grammy Award Winning Artist

We will conclude the Innovation Summit with a Gala dinner Sponsored by Currency with special guest Tommy Davidson.

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SCHEDULE | WED. JUNE 6

8:00am

Location: Monarch Beach Ocean Golf Course

Monarch Beach Golf Outing Sponsored by Katten Muchin Rosenman, LLP.

Experience a round of golf at one of the world’s most prestigious luxury resorts. Enjoy the spectacular Scottish links-style course overlooking the Pacific Ocean.

Please meet by the front desk of the Ritz-Carlton by 7:30am.

Breakfast, Lunch, Drinks are all included.

8:00am

Location: Gazebo

Oceanfront Private Yoga Class

Rejuvenate and refresh your mind and body with a calming and meditative yoga experience by the sea.

End the class with a refreshing smoothie.

8:00am

Location: Laguna Niguel, Badlands Park’s scenic hiking trail

SANDsational Sea Hike

Start your morning embracing the natural surroundings of the Southern California coast. Take advantage of the beautiful oceanside terrain as you conclude your 2018 Innovation Summit experience.

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SPEAKERS | MON. JUNE 4In order of appearance

Gervais is a high performance psychologist working in the trenches of high-stakes environments with some of the best in the world, training the mindset skills and practices essential to pursuing and revealing one’s potential. He is the co-founder of Compete to Create, a digital platform business helping people become their best through mindset training. His clients include world record holders, Olympians, internationally acclaimed artists and musicians, MVPs from every major sport and Fortune 100 CEO’s.

Dr. Michael Gervais, High-Performance Psychologist

Jonathan Andrew is the Chief Executive of the Commercial Finance Division of Siemens Financial Services worldwide, with presence in 14 countries across the globe and over 1,800 employees. Previously, Jonathan was Chief Executive for the Commercial Finance Division of Siemens Financial Services for Europe- and Asia Pacific, following his role as Chief Executive for Siemens Financial Services operations in the UK, France, Spain and Italy. He joined Siemens in 2002, following four years as Chief Financial Officer International, Gateway Inc., prior to which he held various leadership roles in GE Capital. In October 2014, Jonathan Andrew’s contribution to the industry was recognised by the Leasing Foundation’s Award for European CEO of the Year. In 2016 he was appointed Patron of the Leasing Foundation. Jonathan was made Leasing Life’s Industry Ambassador of the Year 2017. Amongst his many interests Jonathan lists flying, sailing and skiing.

Jonathan Andrew, Chief Executive / Global Head Commercial Finance Siemens Financial Services

Bart is a Partner for IBM’s Blockchain team. For the last 4 years, Bart has been conducting advisory services and practical implementations of Blockchain solutions in the Financial services domain, including formulating business case & roadmap, designing business and technical architecture and building POC’s and production Blockchains. Previously, he was a Senior Director for Capgemini’s Financial Services Business Unit focused on large scale Business and IT Transformations for the Financial Services Industry.

Bart Cant, Partner of Financial Service & Blockchain, IBM

Jim Toffey has over 30 years’ experience in fintech building and operating electronic marketplaces around the world. He founded Tradeweb Markets in 1997, a joint venture with four global banks, and served as Chief Executive Officer through 2008, growing Tradeweb from a start-up to a global exchange platform spanning 18 different asset classes. Mr. Toffey received an M.B.A. from the Amos Tuck School of Business Administration and a B.A. from Dartmouth College. After leaving Tradeweb Markets, he served as Entrepreneur-in-Residence at Warburg Pincus, LLC and went on to found Benchmark Solutions, where he served as Chief Executive Officer. Toffey also served as the President of Fixed Income, Equity and Retail Wealth Management at Thomson Financial, Inc. after Thomson’s acquisition of Tradeweb.

Jim Toffey, CEO of LiquidX

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Maciej Kranz, Vice President, Strategic Innovation Group of Cisco Systems

Maciej Kranz brings 30 years of networking industry experience to his position as Vice President, Corporate Strategic Innovation Group at Cisco. He leads the group focused on incubating new businesses, accelerating internal innovation, and driving co-innovation with customers and partners through a global network of Cisco Innovation Centers. Prior to this role, Kranz was General Manager of the Connected Industries Group at Cisco, a business unit focused on the Internet of Things (IoT). He built a $250M business from the ground up in 18 months and relentlessly evangelized the IoT opportunity across Cisco and the market, making IoT one of Cisco’s major priorities. In his New York Times Best Selling book, Building the Internet of Things, and its companion Project Workbook, Kranz offers practical advice to business decision makers on how and why to implement IoT today. He formed a thought-leadership forum and newsletter to exchange industry insights on IoT developments. Kranz is also a faculty member of Singularity University, focusing on IoT and corporate innovations.

Mr. Gary Amos serves as Head of Americas for the Commercial Finance Business Unit and Senior Vice President at Siemens Financial Services, Inc. (SFS). In this role, Mr. Amos is responsible for the P&L of an organization that includes SFS’s captive healthcare and industrial asset finance businesses, as well as the third-party vendor finance platform for the Americas. A member of the SFS Commercial Finance Global Leadership Team, he also evaluates additional country growth opportunities outside the U.S. that fall within the Americas Region. Prior to joining Siemens, he served as Vice President of Business Development at GE Commercial Finance, where he managed a national accounts team and developed strategic initiatives focused on medical and technology sectors. He is an active member of the Equipment Leasing and Finance Association (ELFA) and is part of the steering committees for the ELFA’s Healthcare Finance Summit and the Captive Lessors Forum. Mr. Amos holds a B.S. in Economics & Business from Penn State University.

Gary Amos, CEO Commercial Finance - Americas, Siemens Financial Services

Wayne Super, Managing Director, Capital Markets of Cisco

Wayne is currently a member of Cisco Capital’s senior executive team serving as Managing Director of Global Capital Markets. He oversees a department responsible for $30 bn of indirect annual originations through Cisco Capital’s financial services ecosystem, as well as, developing and innovating financial-Technology (fintech) business models. Wayne’s previous roles at Cisco Capital were Chief Financial Officer, Chief Risk Officer, and Director of Venture Financing. Prior to joining Cisco, Wayne held roles as staff consultant at Akzo Noble; Vice President/Region Sales Development at Pitney Bowes; and a brief career with United States Navy. Wayne holds a bachelor’s degree from University of Missouri and a master’s degree in Business Administration from Keller Graduate School of Management.

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Ben manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities. Ben was previously Director, Investment Associate Program for Bridgewater Associates, where he worked with the firm’s CIO’s on strategic priorities, talent development and research. Ben began his career as a VC and private equity investor with Wasserstein Perella. Ben also co-founded Artivest fka Resonance Funds, an online issuer of actively-managed exchange traded vehicles, as well as Waterfall Mobile. Ben holds an MBA from the Stanford Graduate School of Business and a BA in philosophy from Yale University. Ben lives in Bel Air with his wife and two young children.

Ben Savage, Partner of Clocktower Technology Ventures

Keith Letourneau is a member of Blank Rome’s Maritime Emergency Response Team (“MERT”). Keith Letourneau focuses his practice on maritime and energy transactions and litigation matters. He is co-chair of the Firm’s Blockchain Working Group. He has published recent articles about the industry, specifically as it relates to maritime matters, and presented on Blockchain issues at the Firm’s Litigation Department CLE program in Philadelphia in November 2017. Keith served as a trial attorney for both the U.S. Coast Guard’s Procurement Law Division and the Admiralty Section of the U.S. Department of Justice’s Civil Division. He is a retired commander of the U.S. Coast Guard. Keith is a member of the Order of the Coif, an honorary academic society that recognizes law students, teachers, judges, and lawyers for their scholarly or professional achievements.

Keith Letourneau, Partner of Blank Rome LLP

William Phelan is one of the nation’s leading experts on small business credit and serves as president of PayNet, Inc. Mr. Phelan has grown PayNet into a major provider of credit assessments on privately held businesses by building one of the largest proprietary databases of commercial loans and leases in the U.S. and Canada. Mr. Phelan oversees PayNet’s sales, marketing, analytics and information technology functions across these markets.

Bill Phelan, President of Paynet

Named one of the “50 Big Data Twitter Influencers” by SAP, Paul has served as a consultant for 60 Minutes and multiple universities and has been named an expert on big data by publications such as Big Data Republic, Technopedia, and Analytics Week. Paul also leads IBM’s World Wide Competitive Database and Big Data teams. An award-winning writer, he has published more than 19 books and over 350 articles on data. An expert in harnessing the power of big data, Paul brings real-world experience from his time managing over 1,400 professionals to help you build influence and affect change in your company. Paul also is a seated board member of Queen’s University Business School’s Masters of Management Analytics (MMA) program.

Paul Zikopoulos, VP Big Data Analytics for IBM and Future Trends Expert

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SPEAKERS | TUES. JUNE 5In order of appearance

Matthew Perkins is a Senior Managing Director at Guggenheim Securities, LLC. Prior to joining Guggenheim in July 2008, Mr. Perkins was a Senior Managing Director and Co-Head of ABS and RMBS Banking at Bear, Stearns & Co. Inc., where he worked for 15 years. Since 1993, Mr. Perkins has served as lead or co-lead manager on more than 375 term ABS and RMBS securitizations, with an aggregate issuance amount in excess of $155 billion. Mr. Perkins holds a degree in Finance and Economics from Babson College, where he completed a four-year program in three years with High Distinction.

Matthew Perkins, Senior Managing Director of Guggenheim

Pablos Holman is a futurist, inventor, and notorious hacker. He helped create the world’s smallest PC; 3D printers at Makerbot; & spaceships with Jeff Bezos. Currently, Pablos is working for Nathan Myhrvold & Bill Gates at the Intellectual Ventures Laboratory inventing solutions to the world’s biggest problems.Pablos is one of the most sought after speakers with an incredible ability to explain complex technology to any audience. He has informed and entertained audiences at world-renowned technology summits including the World Economic Forum at Davos. His TEDtalk has over 10 million views.

Pablos Holman, Futurist, Inventor, Security Expert, Hacker

As a corporate executive, Scott’s primary focus is on FleetEvaluator of Sandhills Publishing—the resource many equipment dealers leverage as their primary valuation tool. He manages Sandhills’ in-house data science team, which uses its massive store of data to mathematically extrapolate and project accurate valuations. He lends industry experience and user insights to the complex science of equipment valuations to constantly improve FleetEvaluator’s scope and utility. Scott has been with Sandhills Publishing for nearly 18 years. In that time, he has worked closely with hundreds of heavy used equipment dealers—hands-on experience that has provided a well-rounded education in how successful (and unsuccessful) dealerships operate.

Scott Lubischer, Corporate Executive of FleetEvaluator

Srinivasan Bharadwaj [‘Srini] is the CTO for the RAGE AI Products at Genpact. In this capacity, Srini is responsible for creating and maintaining various products developed using the RAGE AI Platform. At Rage, Srini has been responsible for pioneering various products and solutions to business problems, addressing them in a holistic manner rather than a niche manner. As one of the founders of Rage, Srini has been an integral part of the Rage journey, from vision to development to patenting various components and platform. Prior to Rage, Srini had a rich tenure at eCredit in various capacities and most recently, VP, Professional Services, responsible for implementing eCredit products worldwide.

Srinivasan Bharadwaj, CTO AI Products of RAGE Frameworks (Genpact)

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Joel Luxenberg is a serial entrepreneur and the founder and chairman of DeepCurrent Technologies. Identifying scalable problems within Fortune 500 and Global 2000 enterprises, Joel and the DeepCurrent team found a way to use proprietary technologies to optimize data classification, extractions, validation, and entry into disparate systems. Putting together industry leading talent, DeepCurrent engineers solutions that best fit partners with large scale data volume issues existing across multiple verticals.

Joel Luxenberg, Founder & CEO of DeepCurrent

Justin cut his teeth in the technology business starting with a helpdesk job at Barclay’s Bank in the mid-90s, helping to install Windows 95 on PCs and training staff on how to use a mouse for the first time. Over the past 20+ years, he’s worked on Product teams at Overture/Yahoo, Spotrunner, SNAP, Instantly, SSI and now at Currency. He also owns and operates an organic Black Angus cattle ranch and is an FAA licensed drone pilot.

Justin Wheeler, Chief Product Officer of Currency

Jason Jones is an entrepreneur and investor. He has invested in over 200 technology companies over the past 20 years and he has launched numerous new businesses. He is currently the Co-Founder and CEO of the Cardinal Rose Group, a fintech holding company. In that capacity he serves as Co-Chairman of LendItFintech, one of the world’s largest fintech events companies; Chairman of PitchIt, a global fintech startup competition; and Co-Chairman of BlockFin, the largest blockchain event focused on financial services. Jason is also an Entrepreneur-In-Residence at ConsenSys, an Ethereum-based venture incubator, where he advises and helps to build blockchain companies. Jason holds an MBA from the Johnson School at Cornell University where he was a Park Leadership Fellow and a B.S. from Babson College.

Jason Jones,Co-Founder & Co-Chairman of Lendit & BlockFin Summit

Mike Armstrong is President of ZestFinance, a financial technology company that uses machine learning and data science to help companies make more accurate financial decisions. Previously, he served as Chief Marketing Officer for the company. For more than 16 years, Mike has led business strategy, customer acquisition, credit risk, and operations for financial services companies. Mike began his career as a U.S. Army Ranger. After the military, he spent eight years at Capital One, where he held various roles, including General Manager of Customer Segments. Mike graduated from Duke University with a degree in economics.

Mike Armstrong, President of ZestFinance

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Robert is a serial entrepreneur and investor, having founded and led several high growth companies in the B2B arena. Prior to KWIPPED, Robert founded and sold GlobalTestSupply.com, a world-class provider of test and measurement equipment that ranked #800 on the INC 5000 fastest growing companies list. Prior to that, he was the founding employee and Vice President of Sales for MFG.com, the leading online manufacturing marketplace and a portfolio company of Jeff Bezos’s Bezos Expeditions. Robert started his career at EDS (now Siemens), is co-owner of the Greater Wilmington Business Journal, is an active angel investor via IMAF Cape Fear in Wilmington, NC and holds a Bachelor of Science degree in Mechanical Engineering from the University of Maryland, College Park.

Robert Preville, Founder, CEO of KWIPPED, Inc.

Patricia M. Voorhees, a director at The Alta Group, has over 25 years of experience in commercial finance. Her expertise focuses on forming captive financing companies, establishing vendor finance programs, and facilitating mergers and acquisitions within the commercial finance industry. Clients also benefit from her experience in business development, strategic pricing, business ethics, sales and marketing. After launching her career at IBM, Voorhees was an executive at GE Capital from 1996 to 2011, where she served in several key roles. In her initial position as vice president for business development, Patricia was responsible for establishing more than a dozen new vendor and captive finance programs. She then became managing director of business development for M&As, managing more than 14 acquisition originations. Later, she was the company’s general manager of Office Imaging Finance, leading a small-ticket leasing business with $5.5 billion in assets and 450 employees. She also was GE Capital’s strategic pricing leader during the U.S. financial crisis.

Patricia Voorhees, Director of The Alta Group

Brett is the co-founder and Chief Executive Officer at Cohealo, a technology and services company that enables hospital systems to track medical equipment utilization and share assets between facilities. On average, a ten-facility health system will own $1B worth of medical equipment with industry estimates placing utilization of that equipment at an anemic 42%. Featured in Forbes, Fast Company, and the Wall Street Journal, Cohealo has been recognized as the first solution of its type to bring the sharing economy to healthcare. Brett has been instrumental in scaling Cohealo from two moving trucks, to a venture-backed SaaS company growing by 6X in annual revenues year-over-year. Before founding Cohealo, Brett managed a $1B territory for the Burlington Coat Factory, encompassing 100 stores across five states, and as an operations executive at Bloomingdale’s, where he supervised over 180 store personnel. Brett received his BS at Eastern Michigan University and his MBA from the University of Miami.

Brett Reed, Co-founder & CEO of Cohealo

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ENTERTAINERS

Peters has produced Grammy award-winning albums for numerous artists. He has appeared in various capacities on the works of countless, diverse artists over the years, running a mind-boggling gamut that includes a list of famed artists in the likes of Earth, Wind & Fire, Whitney Houston, Aretha Franklin, Lionel Richie, The Jacksons, Diana Ross, Quincy Jones, Gladys Knight, Patti LaBelle, Mary J. Blige, Four Play, Phyllis Hyman, Marvin Gaye, Tina Turner, Deniece Williams, Harvey Mason and The Emotions. In the music industry, Peters has served as an executive for various companies. He has co-founded independent record labels and music production/publishing companies. At present, he continues to work on projects in jazz, pop, gospel as well as classical.

Jerry Peters, Grammy Winning Artist

Johnny was voted Best Close-Up Magician at the Magic Castle in Hollywood by the Academy of Magical Arts two years in a row. He is the only magician to have received both the International Brotherhood of Magicians’ Gold Cups Award of Excellence and the Society of American Magicians’ Gold Medal Award of Honor. Johnny was also the first close-up magician to be given magic’s highest honor at the triennial International Federation of Magic Societies’ convention.

Johnny Ace Palmer, World Champion Magician

Tommy Davidson’s exceptional range – from stand-up comedy and acting to versatile music accomplishments – have earned him a reputation as an extraordinary performer. Best known as one of the stars of the hit television show, In Living Color, his visibility has allowed him to become a household name known for his innovative talent. Currently, Tommy is touring across the country on his comedy tour and has also joined forces with Sommore, Bill Bellamy, and Tony Rock for the Standing Ovation Tour. Recently, Tommy was a celebrity guest on Food Network’s successful competition cooking show, Chopped, for their special series, Tournament of the Stars, where he wore his old chef hat to win $50,000 for his charity.

Tommy Davidson, Comedian

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PARTICIPATING ATTENDEES

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PARTICIPATING ATTENDEES

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OUR SPONSORS

Official Sponsor

Founding Sponsor

Contributing Sponsors

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CEMC TEAM

Charles Anderson is the Executive Director of the CEMC. He also is the CEO of Currency, where he has developed the leading technology platform to help make equipment financing simple and easy. Charles is an industry thought leader in online equipment financing who has helped hundreds of organizations move from theory to practice both from within the industry and as an external advisor. Charles was previously involved in mortgage banking and specialty finance at the nation’s largest mortgage banks. Before entering the equipment financing industry, Charles started his own mortgage banking firm and attended Stanford’s Graduate School of Business.

Charles Anderson, Executive Director

As VP of Marketing, Mr. Foster is responsible for brand strategy, content marketing, and events. Mr. Foster has over 15 years of marketing experience, driving revenue growth around the world for some of the biggest online brands. Mr. Foster earned his BA in Fine Art - Biology, Pre-Medicine, graduating cum laude from LSU and furthered his education in International Business and Online Marketing at CSUF and Santa Ana College.

Eric Foster, VP of Marketing

Tina Farahdel manages events and coordinates communication and engagement across the Commercial Equipment Marketplace Council ( CEMC ). She is currently a Senior Marketing Analyst for Currency Capital. Prior to CEMC and Currency, Tina was involved in strategy, business development, and marketing at a global strategic consulting firm. Tina graduated from the University of California, San Diego with a Bachelor’s of Science in Management Science and a minor in Business Administration.

Tina Farahdel, Community Relations Manager

Scott is the Chairman of CEMC and Executive Director of Currency. Over the last five years, Scott was founder & CEO of 180fusion, building it into one of the leading search engine marketing platforms before being acquired by Deluxe Corporation (NYSE:DLX) in 2016. Over the last two decades, Scott has an extensive background as a successful entrepreneur, senior executive and advisor in software, Internet and compliance industries serving high-growth tech companies. Prior to launching 180fusion, he took an enterprise software company (PSS Systems) from start-up to marketing leader before being acquired by IBM in 2009. Scott graduated from the University of Arizona and currently serves on the board of Directors at several privately held companies in the software and technology sector.

Scott Cohen, Chairman

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STEERING COMMITTEE

Charles Anderson Executive Director of

CEMC, CEO of Currency

Valerie Gerard Senior Managing Director

of The Alta Group

Rich Gumbrecht CEO of Commercial Finance Association

Mitch Jacobs CEO & Founder of FanBank

Wesley LonesPresident of Currency

Bill PhelanPresident of Paynet

Wayne SuperManaging Director, Capital

Markets of Cisco

Patricia VoorheesDirector of The Alta Group

Gary AmosCEO Commercial Finance

- Americas, Siemens Financial Services

Scott Cohen Chairman of CEMC and

Executive Director of Currency

Innovation Summit Attendee Special Pricing

$595(non-attendee price $1,195)

For more information:www.CEMCouncil.com/NYC

Email us at: [email protected] us at: 310-571-9568

2018 EAST COASTEXECUTIVE ROUNDTABLE

Nov. 14, 2018 | Yale Club NYC

Innovate or Die - cemcouncil.com · around the globe while innovating and challenging the status...

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