Agenda
Auto Finance Summit East will feature a Demo Challenge, where auto finance-related startups will give demos of cool new technologies. A “best in show” startup will be awarded — that winning startup will receive an advertising package valued at $10,000.
7:15 AM – 1:15 PM 2023 AUTO FINANCE SUMMIT EAST GOLF OUTING
Registered attendees will have the opportunity to sign up for the 2023 outing.
The 2023 golf outing will take place at the Gaylord Springs Golf Links, a par-72 layout that offers 18 holes bordered by limestone bluffs and wetlands.
Transportation to the outing will depart the JW Marriott at 7:15 AM on Wednesday, May 10, and will return attendees to the hotel by 1:15 PM.
*Reservations are limited
2:30 PM – 3:30 PM CONCURRENT WORKSHOP AND ROUNDTABLE DISCUSSIONS
Attendees are able to customize their conference experience by participating in one of two interactive and engaging sessions. Attendees are asked to pre-register for the workshop or roundtables as seats are limited.
TRANSFORMATION WORKSHOP
The auto finance industry faces unprecedented changes and dynamics, from market constraints from – of all things – supply chains to a monetary policy that has transitioned from dormant to dominant. During this workshop, attendees will learn how to improve internal operations that result in a more engaged, aggressive and creative workforce. Transformation is beyond just HR; it comes from the top. Exactly how is the subject of this workshop. Expect to go back to your office with ideas and techniques for making your enterprise better.
SPEAKERS:
MODERATOR:
CONCURRENT ROUNDTABLE BREAKOUT DISCUSSIONS
Attendees break into small groups to discuss developments in specific areas of operations, as well as to network, on the following topics:
- New opportunities in EV financing – Kevin Egolf, Head of Finance, EV Life
- Facilitating successful fintech partnerships – Anthony Capizzano, Head of Consumer Lending, Axos Bank
MODERATORS:
6 PM – 7:30 PM AUTO FINANCE SUMMIT EAST OPENING RECEPTION
8 AM NETWORKING BREAKFAST
9 AM CHAIRMAN’S OPENING REMARKS
9:05 AM – 9:45 AM SESSION ONE: FIRESIDE CHAT
Peter Muriungi, CEO of Chase Auto, will take the stage to discuss portfolio management, new initiatives, and market expectations for the remainder of the year.
MODERATOR:
9:45 AM – 10:30 AM SESSION TWO: EXECUTIVE DIALOGUE: BEST PRACTICES FOR SUCCESSFUL STRATEGY EXECUTION IN A CHALLENGING MARKET
Senior executives from some of the nation’s largest auto financiers gather to discuss how they are positioning their auto finance enterprises for maximum performance.
PANELISTS:
- Jud Chamblee, Director of Wholesale Business Development, TDECU
- Craig Harter, Head of Auto, Fifth Third Bank
- Sumit Sukhramani, Head of Auto Technology, Wells Fargo
MODERATOR:
Sponsored By:
10:30 AM – 11:15 AM MID-MORNING BREAK
11:15 AM – 12 PM SESSION THREE: PRESENTATION — FUNDING AMID CONTRACTIONARY MONETARY POLICY
- Breakdown of prime and subprime credit costs
- Update on current spreads and yields, and their implications for pricing and product expansion
- Insights on investor demands
PRESENTERS:
- Elen Callahan, Head of Research, Structured Finance Association
- Kayvan Darouian, Director of Consumer ABS Research, Deutsche Bank
MODERATOR:
12 PM – 1:30 PM DIVERSITY, EQUITY & INCLUSION LUNCHEON
This luncheon will feature Dr. Virnitia Dixon, Chief Diversity Officer at Santander USA, as a keynote speaker on DE&I opportunities and allow for exceptional networking.
MODERATOR:
Sponsored By:
1:45 PM – 2:30 PM CONCURRENT SESSIONS
Attendees have the chance to customize their conference experience with the option to join one of the two engaging tracks.
CONCURRENT SESSION 4A: PANEL – PREPARING FOR USED-VEHICLE VALUE NORMALIZATION
- Understanding vehicle depreciation rates and changes to wholesale channels
- Forecasting a return of incentives and what that means for values
- Segment-by-segment valuations to create the right portfolio mix
PANELISTS:
- Kristen Lanzavecchia, Director of Industry Solutions, J.D. Power
- Jeremy Robb, Senior Director, Economic & Industry Insights, Cox Automotive
- Alex Yurchenko, Senior Vice President & Chief Data Science Officer, Black Book
MODERATOR:
CONCURRENT SESSION 4B: DEMO CHALLENGE 1
Startups in financial services and mobility will demo their new technologies in a competition to win the Best in Show prize.
2023 Participating Companies
MODERATOR:
2:30 PM – 3:15 PM CONCURRENT SESSIONS
Attendees have the chance to customize their conference experience with the option to join one of the two engaging tracks.
CONCURRENT SESSION 5A: PANEL— EVs ARE DARN EXPENSIVE: HOW NEW FINANCE MODELS ARE BENEFITTING EV SALES GROWTH
- Why a $10,000 to $20,000 EV price premium has EVs reaching mass market
- Emerging EV finance models that bring EV pricing closer to gas, including incentives
- Alt financing models, including subscriptions and pay-per-mile leases
PANELISTS:
- Peter Glenn, Founder & Co – CEO, EV Life
- John Possumato, Founder & Chief Executive Officer, Driveitaway
- Tenni Theurer, Co-founder & Chief Product Officer, SpringFree EV
MODERATOR:
CONCURRENT SESSION 5B: DEMO CHALLENGE 2
Startups in financial services and mobility will demo their new technologies live in a competition to win the “Best in Show” prize and an Auto Finance News advertising package valued at $10,000.
2023 Participating Companies
MODERATOR:
3:15 PM – 3:45 PM AFTERNOON BREAK
3:45 PM – 4:45 PM CONCURRENT SESSIONS
Attendees have the chance to customize their conference experience with the option to join one of the two engaging tracks.
CONCURRENT SESSION 6A: PANEL – IMPLEMENTING AN ENHANCED DIGITAL STRATEGY
- Identifying manual procedures ripe for digitization, such as servicing calls
- Staffing for a digital future, including in the C suite and remote workers
- Implementing omnichannel strategies across the sales and financing lifecycle
PANELISTS:
- Mark Cromer, SVP, Chief Operations & Technology Officer, Farm Bureau Bank
- Landon Starr, Chief Risk & Information Officer, Arivo Acceptance
MODERATOR:
CONCURRENT SESSION 6B: PANEL – FINDING SUCCESS IN FINTECH PARTNERSHIPS
- Key considerations when evaluating new technology partnerships
- Incorporating new capabilities into the existing tech infrastructure
- Designing and implementing processes for fintech compliance and data management
PANELISTS:
- Michael Mousdale, US Market Lead, Alfa
- Bruce Newmark, Chief Advisor, Vroom
- Pat Rinaldo, CIO of Auto & Insurance, Ally Financial
MODERATOR:
Sponsored By:
8 AM NETWORKING BREAKFAST
9 AM OPENING REMARKS
9:15 AM – 10:00 AM SESSION SEVEN: PANEL — IDEAS FOR BETTER PRODUCT MARKETING IN AUTO FINANCE
- Anticipating future pain points for better messaging
- The latest digital marketing tools and enhancements
- Social media marketing for auto loans and leases
PANELISTS:
- Heidi Burns, VP of Marketing & Originations Development, Flagship Credit Acceptance
- Anthony Capizzano, Head of Consumer Lending, Axos Bank
- Michael Williams, VP of Consumer Lending, Branch Operations & Member Experience, American First Credit Union
MODERATOR:
10:00 AM – 10:45 AM SESSION EIGHT: PANEL — SUBPRIME LENDING: CHALLENGES AND OPPORTUNITIES
- A review of the current state of subprime lending, by fico band
- New thinking on subprime underwriting and credit analysis
- Examining regional subprime trends
PANELISTS:
- Scott Fontaine, Chief Risk Officer, Flagship Credit Acceptance
- Dave Goodgame, Chief Operating Officer, Tricolor Auto
- Michael Opdahl, Chief Operating Officer, Automotive Credit Corporation
MODERATOR:
10:45 AM – 11:00 AM MID-MORNING BREAK
11:00 AM – 11:45 AM SESSION NINE: PANEL — SALES AMID HIGHER RATES AND LOWER VOLUMES
- How to train and inspire your sales team for greater volume
- War stories from the sales front lines
- Scaling sales for high performance, without compromising on efficiency
PANELISTS:
- Amy Brooks, National Retail Sales Executive, Chase Auto
- Amitay Kalmar, Co-Founder & CEO, Lendbuzz
- Tim Owens, Head of Consumer Vehicle Lending, Bank of America
MODERATOR: