Agenda
This agenda will be updated regularly as additional details and programming elements are added.
Tuesday, June 2, 2026
Welcome Reception — Sofitel Philadelphia
5:30 – 7:30 PM ET
Cocktails and hors d’oeuvres. Opportunity to mingle, network and begin powerful conversations leading us into LeadHer’s “Redefining the Possible” Summit!
Wednesday, June 3, 2026
Wellness Sessions: Yoga & Chair Massage
6:30 – 8:00 AM ET (two sessions)
Continental Breakfast
7:30 – 8:30 AM ET
Welcome + Logistics
8:30 – 8:45 AM ET
Mentor Circle Kick-Off + Keynote: On Your Terms: Define Your Path for a Fast-Moving World
8:45 – 9:30 AM ET
Lori Frasier will open LeadHER with a candid keynote on what it really means to “win” in today’s relentless leadership environment. As the pace of change accelerates, many women find themselves doing more and moving faster—only to drift out of alignment with who they are and how they want to contribute. Through personal insight and real-world experience, Lori challenges attendees to pause, get clear, and reclaim their agency, reminding them that while the environment isn’t slowing down, the value they gain from this Summit will be shaped by how intentionally they choose to engage.
Following the keynote, participants will sit at “Mentor Circle” Tables with Catalyst Mentors. Catalyst Mentors are senior industry women who have volunteered to serve as mentors throughout the summit.
Speaker: Lori Frasier, Founder & Principal, BrightPath Workforce Strategies
Keynote: “Beyond Limits: Amplifying Your Influence and Impact”
9:30 – 10:30 AM ET
Women often encounter challenges in visibility, influence, and advancement, not because of a lack of capability, but due to unseen assumptions and views that can limit their potential. This session shines a light on these Limited Cognitive Frames (LCFs), empowering you to recognize and transform them. By unveiling how these frames can affect decision-making and access to opportunities, you’ll gain valuable insights that enhance your leadership impact and strategic influence. Through practical reflection and actionable strategies, you’ll learn to broaden your perspectives and unlock new avenues for success.
Speaker & Moderator: Wendi Wasik, Wasik Consulting
Coffee Networking Break
10:30 – 10:45 AM ET
Morning Breakout Sessions
10:45 AM – 11:45 AM ET
Six breakout sessions will run concurrently, each designed for active engagement—not passive listening. Our breakout sessions are intentionally designed to move beyond passive content consumption to active engagement. Rather than presentation-based, each session is led by a respected industry voice who will open with a brief, provocative perspective and then facilitate discussion grounded in lived experience.
The same six sessions will be offered again in the afternoon, allowing participants to join multiple conversations.
Breakout Topics:
Breakout Topic #1: Speaking Up When the Stakes are High
Moderated By: Dr. Nancy Robles, President & CEO, Eastern Funding LLC + Lisa Fleischer, U.S. Chief Legal Officer, DLL
Real-world moments where speaking up is hard — focused on awareness, language, and navigating subtle dynamics.
Breakout Topic #2: Unlearning the Rules: What We’d Do Differently
Moderated By: Falencia Prime, Chief Operating Officer, Eastern Funding LLC + Rita Garwood, Editor in Chief, Monitor
This session explores the power of intergenerational learning — bringing together perspectives across career and life stages to examine how leadership, priorities, and definitions of success evolve over time. Through open, facilitated conversation, participants will share real-world experiences: what’s been learned, what they would approach differently, and how expectations have shifted across generations. From early-career professionals to seasoned leaders, the focus is on the exchange — what we can learn from those ahead of us, beside us, and coming up behind us.
Breakout Topic #3: From Tension to Trust: Strengthening Partnership Through Honest Conversations
Moderated By: Elizabeth Lutes, Executive Vice President, RVI Group
How to address challenges directly while strengthening trust, partnership, and effectiveness.
Breakout Topic #4: Enter Your Tomorrow Zone: Leading through Transformation
Moderated By: Deb Reuben, Founder & CEO, TomorrowZone
As our companies work to transform for the new digital landscape, we can help shape the future by shifting from constant action to intentional direction—gaining clarity before moving forward
Breakout Topic #5: Expanding Your Capacity with AI
Moderated By: Danielle Dolloff, SVP, Liventus + Blair Dawson, Chief Marketing Officer, North Mill Equipment Finance
The early data about women & AI show we are already falling behind in leveraging AI for life and work. Discussion-driven session on how women are practically incorporating AI—without it feeling like another overwhelming demand.
Breakout Topic #6: Top Industry Trends: Informed & Unstoppable
Moderated By: Kristi Schon, Chief Marketing Officer, Channel + Dondra Benjamin, VP, Commercial Operations Leader, Everbank
Women in equipment finance are often the workplace “heroes”— focused on execution and getting things done. But staying heads-down can mean missing the bigger picture. This discussion will help you step up a level, showing how even a small investment in tracking industry trends can expand your influence, sharpen your thinking, and accelerate your career.
Open Seating Networking Lunch
11:45 AM – 12:45 PM ET
Breakout Session: Set #2
12:45 – 1:45 PM ET
Facilitated by senior women in equipment finance, each breakout is designed to foster candid, experience-driven discussion around the topics outlined above.
Coffee Networking Break
1:45 – 2:00 PM ET
Mentor Circle Reflection
2:00 – 2:30 PM ET
Participants will pause with their Catalyst Mentor to reflect on insights from the half-day. Mentors will share their own takeaways and invite participants to identify key insights, moments of self-awareness, and ideas relevant to their own leadership influence within their companies.
Workshop: “Strategic Boundaries: Protecting Your Time, Energy, and Leadership Impact”
2:30 – 3:30 PM ET
Senior women leaders are frequently expected to deliver exceptional results while remaining endlessly accommodating. Over time, this dynamic can lead to overextension, burnout, and misaligned use of leadership capacity.
In this workshop, participants will learn how to strategically position themselves to set clear boundaries, delegate with confidence, and decline “opportunities” that dilute their impact—so their time and leadership are directed where they matter most.
Speaker & Moderator: Dr. Shanna B. Tiayon, Social Psychologist, Executive Coach and Principal Consultant, Yes Wellbeing Works
Coffee Networking Break
3:30 – 3:45 PM ET
Workshop: “Leveling Up: Expanding Your Spheres of Influence”
3:45 – 4:30 PM ET
Influence is at the heart of leadership. Whether you’re leading a team, driving change, or navigating complex relationships, your ability to influence others can determine your success. Dr. Terri Boyer, Founding Director of the Anne Welsh McNulty Institute for Women’s Leadership, Villanova University, will lead an interactive session where attendees map their current sphere of influence, identify key gaps and opportunities, and gain practical strategies to expand their reach and impact. Attendees learn how to build stronger connections and lead with purpose and confidence in their leadership journey.
Speaker & Moderator: Dr. Terri Boyer, Founding Director of the Anne Welsh McNulty Institute for Women’s Leadership, Villanova University
Mentor Circle Day 1 Closing Session
4:30 – 5:00 PM ET
Participants return to their Mentor Circles to close the day together.
Catalyst Mentors will guide a conversation reflecting on the day’s key themes — including authenticity, influence and leadership boundaries — and invite participants to identify the insights that resonated most strongly. Participants will be encouraged to capture one or two ideas they want to bring back to their jobs & lives and want to explore further during Day 2 of the Summit.
Attendees will exchange contact information, connect on LinkedIn and bid farewell to their Day 1 Mentor Circle Cohort.
Break Before Evening Event
5:00 – 6:30 PM ET
Evening Event & Dinner — SPIN Philadelphia
6:30 – 9:30 PM ET
Open Bar, food stations, passed hors d’oeuvres | Ping Pong Games & Tournament
Thursday, June 4, 2026
Wellness Sessions: Yoga & Chair Massage
6:30 – 8:00 AM ET (two sessions)
Networking Breakfast
7:00 – 8:00 AM ET
Day 2 Mentor Circle Reset – Expanding Connections
8:00 – 8:30 AM ET
Participants meet with their new Mentor Circle, intentionally expanding their connections and perspectives across the LeadHER community.
Guided by their Catalyst Mentor, participants will briefly introduce themselves, share one key insight from Day 1, and discuss what they hope to gain from the final day of the Summit.
This session ensures that each participant begins the day with meaningful connection and a shared sense of purpose before moving into the Day 2 program.
Panel Discussion: “Coffee & Candor: Leaders Navigating the Unknown”
8:30 – 9:30 AM ET | Moderated by: Lori Frasier, Founder & Principal, BrightPath Workforce Strategies; former CAO & SVP, Key Equipment Finance
Over coffee and candid conversation, senior industry leaders reflect on what it truly means to lead in a time of rapid change and complexity. Rather than polished answers or predictable talking points, this conversation invites honest reflection on the realities of leadership today—what leaders are learning, unlearning, and navigating in real time.
Drawing on their own leadership journeys, panelists will share perspectives on influence, relationships, reputation and the evolving opportunities for women to shape the future of the equipment finance industry. Participants will gain insight into how experienced leaders approach uncertainty, build meaningful networks, and continue growing even at the highest levels of leadership.
An open and honest discussion where industry leaders discuss advancing women as leaders in equipment finance. They will discuss fostering a culture of support, sponsorship, mentorship, and advancement for women. Attendees will gain valuable insights into how structured opportunities can elevate women in their careers and drive meaningful change within the industry.
Panelists: Leigh Lytle, CEO, ELFA + Deb Baker, VP, Head of Global Payment Solutions at HP & Chair, ELFA + Reid Raykovich, CEO, CLFP + Lisa Rafter, Publisher, Monitor & Founder, STRIPES
Coffee Networking Break
9:30 – 9:45 AM ET
Open Seating Reflect & Commit
9:45 – 10:15 AM ET
This 30-minute open-seating session is your opportunity to pause, focus, and turn insight into intention. We encourage you to sit with colleagues from your organization or connect with others in similar roles (sales, ops, risk, and beyond) to reflect on what has resonated most over the past two days.
Use this time to identify the ideas, tools, and shifts that matter most for you—and begin shaping how you will apply them. This is where momentum starts to become action, setting you up to enter the final workshop with clarity and purpose, and to leave LeadHER ready to follow through.
Workshop: “The Authenticity Key: Masks Off. Confidence On.”
10:15 – 11:30 AM ET
In this workshop experience, participants explore how confidence is not built by becoming someone new, but by returning to who they already are. Through the framework of The Authenticity Key, this session examines how perspectives, inherited expectations, and comparison quietly shape our decisions and how reclaiming our own words allows us to move powerfully and purposefully forward.
Moderated By: Hilary Bilbrey, HB Inspires
Mentor Circle Closing Lunch — Commitments & Next Steps
11:30 AM – 1:00 PM ET
Participants gather with their Mentor Circle one final time to reflect on the insights, connections and perspectives gained throughout the Summit.
Guided by their Catalyst Mentor, participants will identify personal commitments and leadership actions they intend to carry forward following LeadHER. This conversation is designed to translate inspiration into action and strengthen the relationships built during the Summit.
Participants will also be invited to remain connected with their Mentor Circle through a 30-day follow-up conversation, providing an opportunity to share progress, challenges and continued learning. Mentors may also establish a simple group connection (such as a text or LinkedIn group) to help participants stay in touch and continue supporting one another beyond the Summit.
LeadHer Closing
12:40 – 1:00 PM ET
Tuesday, June 2, 2026
Welcome Reception — Sofitel Philadelphia
5:30 – 7:30 PM ET
Cocktails and hors d’oeuvres. Opportunity to mingle, network and begin powerful conversations leading us into LeadHer’s “Redefining the Possible” Summit!
Wednesday, June 3, 2026
Wellness Sessions: Yoga & Chair Massage
6:30 – 8:00 AM ET (two sessions)
Continental Breakfast
7:30 – 8:30 AM ET
Welcome + Logistics
8:30 – 8:45 AM ET
Mentor Circle Kick-Off + Keynote: On Your Terms: Define Your Path for a Fast-Moving World
8:45 – 9:30 AM ET
Lori Frasier will open LeadHER with a candid keynote on what it really means to “win” in today’s relentless leadership environment. As the pace of change accelerates, many women find themselves doing more and moving faster—only to drift out of alignment with who they are and how they want to contribute. Through personal insight and real-world experience, Lori challenges attendees to pause, get clear, and reclaim their agency, reminding them that while the environment isn’t slowing down, the value they gain from this Summit will be shaped by how intentionally they choose to engage.
Following the keynote, participants will sit at “Mentor Circle” Tables with Catalyst Mentors. Catalyst Mentors are senior industry women who have volunteered to serve as mentors throughout the summit.
Speaker: Lori Frasier, Founder & Principal, BrightPath Workforce Strategies
Keynote: “Beyond Limits: Amplifying Your Influence and Impact”
9:30 – 10:30 AM ET
Women often encounter challenges in visibility, influence, and advancement, not because of a lack of capability, but due to unseen assumptions and views that can limit their potential. This session shines a light on these Limited Cognitive Frames (LCFs), empowering you to recognize and transform them. By unveiling how these frames can affect decision-making and access to opportunities, you’ll gain valuable insights that enhance your leadership impact and strategic influence. Through practical reflection and actionable strategies, you’ll learn to broaden your perspectives and unlock new avenues for success.
Speaker & Moderator: Wendi Wasik, Wasik Consulting
Coffee Networking Break
10:30 – 10:45 AM ET
Morning Breakout Sessions
10:45 AM – 11:45 AM ET
Six breakout sessions will run concurrently, each designed for active engagement—not passive listening. Our breakout sessions are intentionally designed to move beyond passive content consumption to active engagement. Rather than presentation-based, each session is led by a respected industry voice who will open with a brief, provocative perspective and then facilitate discussion grounded in lived experience.
The same six sessions will be offered again in the afternoon, allowing participants to join multiple conversations.
Breakout Topics:
Breakout Topic #1: Speaking Up When the Stakes are High
Moderated By: Dr. Nancy Robles, President & CEO, Eastern Funding LLC + Lisa Fleischer, U.S. Chief Legal Officer, DLL
Real-world moments where speaking up is hard — focused on awareness, language, and navigating subtle dynamics.
Breakout Topic #2: Unlearning the Rules: What We’d Do Differently
Moderated By: Falencia Prime, Chief Operating Officer, Eastern Funding LLC + Rita Garwood, Editor in Chief, Monitor
This session explores the power of intergenerational learning — bringing together perspectives across career and life stages to examine how leadership, priorities, and definitions of success evolve over time. Through open, facilitated conversation, participants will share real-world experiences: what’s been learned, what they would approach differently, and how expectations have shifted across generations. From early-career professionals to seasoned leaders, the focus is on the exchange — what we can learn from those ahead of us, beside us, and coming up behind us.
Breakout Topic #3: From Tension to Trust: Strengthening Partnership Through Honest Conversations
Moderated By: Elizabeth Lutes, Executive Vice President, RVI Group
How to address challenges directly while strengthening trust, partnership, and effectiveness.
Breakout Topic #4: Enter Your Tomorrow Zone: Leading through Transformation
Moderated By: Deb Reuben, Founder & CEO, TomorrowZone
As our companies work to transform for the new digital landscape, we can help shape the future by shifting from constant action to intentional direction—gaining clarity before moving forward
Breakout Topic #5: Expanding Your Capacity with AI
Moderated By: Danielle Dolloff, SVP, Liventus + Blair Dawson, Chief Marketing Officer, North Mill Equipment Finance
The early data about women & AI show we are already falling behind in leveraging AI for life and work. Discussion-driven session on how women are practically incorporating AI—without it feeling like another overwhelming demand.
Breakout Topic #6: Top Industry Trends: Informed & Unstoppable
Moderated By: Kristi Schon, Chief Marketing Officer, Channel + Dondra Benjamin, VP, Commercial Operations Leader, Everbank
Women in equipment finance are often the workplace “heroes”— focused on execution and getting things done. But staying heads-down can mean missing the bigger picture. This discussion will help you step up a level, showing how even a small investment in tracking industry trends can expand your influence, sharpen your thinking, and accelerate your career.
Open Seating Networking Lunch
11:45 AM – 12:45 PM ET
Breakout Session: Set #2
12:45 – 1:45 PM ET
Facilitated by senior women in equipment finance, each breakout is designed to foster candid, experience-driven discussion around the topics outlined above.
Coffee Networking Break
1:45 – 2:00 PM ET
Mentor Circle Reflection
2:00 – 2:30 PM ET
Participants will pause with their Catalyst Mentor to reflect on insights from the half-day. Mentors will share their own takeaways and invite participants to identify key insights, moments of self-awareness, and ideas relevant to their own leadership influence within their companies.
Workshop: “Strategic Boundaries: Protecting Your Time, Energy, and Leadership Impact”
2:30 – 3:30 PM ET
Senior women leaders are frequently expected to deliver exceptional results while remaining endlessly accommodating. Over time, this dynamic can lead to overextension, burnout, and misaligned use of leadership capacity.
In this workshop, participants will learn how to strategically position themselves to set clear boundaries, delegate with confidence, and decline “opportunities” that dilute their impact—so their time and leadership are directed where they matter most.
Speaker & Moderator: Dr. Shanna B. Tiayon, Social Psychologist, Executive Coach and Principal Consultant, Yes Wellbeing Works
Coffee Networking Break
3:30 – 3:45 PM ET
Workshop: “Leveling Up: Expanding Your Spheres of Influence”
3:45 – 4:30 PM ET
Influence is at the heart of leadership. Whether you’re leading a team, driving change, or navigating complex relationships, your ability to influence others can determine your success. Dr. Terri Boyer, Founding Director of the Anne Welsh McNulty Institute for Women’s Leadership, Villanova University, will lead an interactive session where attendees map their current sphere of influence, identify key gaps and opportunities, and gain practical strategies to expand their reach and impact. Attendees learn how to build stronger connections and lead with purpose and confidence in their leadership journey.
Speaker & Moderator: Dr. Terri Boyer, Founding Director of the Anne Welsh McNulty Institute for Women’s Leadership, Villanova University
Mentor Circle Day 1 Closing Session
4:30 – 5:00 PM ET
Participants return to their Mentor Circles to close the day together.
Catalyst Mentors will guide a conversation reflecting on the day’s key themes — including authenticity, influence and leadership boundaries — and invite participants to identify the insights that resonated most strongly. Participants will be encouraged to capture one or two ideas they want to bring back to their jobs & lives and want to explore further during Day 2 of the Summit.
Attendees will exchange contact information, connect on LinkedIn and bid farewell to their Day 1 Mentor Circle Cohort.
Break Before Evening Event
5:00 – 6:30 PM ET
Evening Event & Dinner — SPIN Philadelphia
6:30 – 9:30 PM ET
Open Bar, food stations, passed hors d’oeuvres | Ping Pong Games & Tournament
Thursday, June 4, 2026
Wellness Sessions: Yoga & Chair Massage
6:30 – 8:00 AM ET (two sessions)
Networking Breakfast
7:00 – 8:00 AM ET
Day 2 Mentor Circle Reset – Expanding Connections
8:00 – 8:30 AM ET
Participants meet with their new Mentor Circle, intentionally expanding their connections and perspectives across the LeadHER community.
Guided by their Catalyst Mentor, participants will briefly introduce themselves, share one key insight from Day 1, and discuss what they hope to gain from the final day of the Summit.
This session ensures that each participant begins the day with meaningful connection and a shared sense of purpose before moving into the Day 2 program.
Panel Discussion: “Coffee & Candor: Leaders Navigating the Unknown”
8:30 – 9:30 AM ET | Moderated by: Lori Frasier, Founder & Principal, BrightPath Workforce Strategies; former CAO & SVP, Key Equipment Finance
Over coffee and candid conversation, senior industry leaders reflect on what it truly means to lead in a time of rapid change and complexity. Rather than polished answers or predictable talking points, this conversation invites honest reflection on the realities of leadership today—what leaders are learning, unlearning, and navigating in real time.
Drawing on their own leadership journeys, panelists will share perspectives on influence, relationships, reputation and the evolving opportunities for women to shape the future of the equipment finance industry. Participants will gain insight into how experienced leaders approach uncertainty, build meaningful networks, and continue growing even at the highest levels of leadership.
An open and honest discussion where industry leaders discuss advancing women as leaders in equipment finance. They will discuss fostering a culture of support, sponsorship, mentorship, and advancement for women. Attendees will gain valuable insights into how structured opportunities can elevate women in their careers and drive meaningful change within the industry.
Panelists: Leigh Lytle, CEO, ELFA + Deb Baker, VP, Head of Global Payment Solutions at HP & Chair, ELFA + Reid Raykovich, CEO, CLFP + Lisa Rafter, Publisher, Monitor & Founder, STRIPES
Coffee Networking Break
9:30 – 9:45 AM ET
Open Seating Reflect & Commit
9:45 – 10:15 AM ET
This 30-minute open-seating session is your opportunity to pause, focus, and turn insight into intention. We encourage you to sit with colleagues from your organization or connect with others in similar roles (sales, ops, risk, and beyond) to reflect on what has resonated most over the past two days.
Use this time to identify the ideas, tools, and shifts that matter most for you—and begin shaping how you will apply them. This is where momentum starts to become action, setting you up to enter the final workshop with clarity and purpose, and to leave LeadHER ready to follow through.
Workshop: “The Authenticity Key: Masks Off. Confidence On.”
10:15 – 11:30 AM ET
In this workshop experience, participants explore how confidence is not built by becoming someone new, but by returning to who they already are. Through the framework of The Authenticity Key, this session examines how perspectives, inherited expectations, and comparison quietly shape our decisions and how reclaiming our own words allows us to move powerfully and purposefully forward.
Moderated By: Hilary Bilbrey, HB Inspires
Mentor Circle Closing Lunch — Commitments & Next Steps
11:30 AM – 1:00 PM ET
Participants gather with their Mentor Circle one final time to reflect on the insights, connections and perspectives gained throughout the Summit.
Guided by their Catalyst Mentor, participants will identify personal commitments and leadership actions they intend to carry forward following LeadHER. This conversation is designed to translate inspiration into action and strengthen the relationships built during the Summit.
Participants will also be invited to remain connected with their Mentor Circle through a 30-day follow-up conversation, providing an opportunity to share progress, challenges and continued learning. Mentors may also establish a simple group connection (such as a text or LinkedIn group) to help participants stay in touch and continue supporting one another beyond the Summit.
LeadHer Closing
12:40 – 1:00 PM ET
Travel Note: We strongly encourage all participants to plan to attend the full Summit, which concludes at 1:00 PM on Thursday. Important programming is scheduled through the final session, so please book your travel accordingly to ensure you don’t miss any key content.
Register Today, Limited Seating Available.
Hosted By:
Lisa Rafter
Publisher
Monitor
Lori Frasier
Founder & Principal
BrightPath Workforce Strategies
Appearances By:
Deb Baker
VP, Head of Global Payment Solutions
HP
Kathleen Berryman
Managing Director - Sponsor Coverage
Ansley Park Capital
Hilary Bilbrey
Speaker and Author
HB Inspires LLC
Dr. Terri Boyer
Founding Director
Anne Welsh McNulty Institute
Carmen Delfi
Senior Vice President
M&T Bank Equipment Finance
Lisa Fleischer
US Chief Legal Officer
DLL
Leigh Lytle
CEO
ELFA
Reid Raykovich
CEO
Certified Lease & Finance Professional Foundation
Linda Redding
Managing Director and Head of Equipment Finance
JP Morgan Commercial Banking
Gina Rigsby
Head of Commercial Operations
DLL
Dr. Nancy Robles
President and CEO
Eastern Funding
Eileen Schoonmaker
President
PEAC Solutions
Michelle Speranza, CLFP
Chief Marketing Officer
LEAF Commercial Capital
Dr. Shanna B. Tiayon
Social Psychologist
Yes Wellbeing Works
Wendi Wasik
Founder & CEO
Wasik Consulting, LLC