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June 14, 2023
5:00 – 7:00 p.m.Business Casual Dress Attire
Celebrating the Present – Welcome Reception at Stratus, the rooftop bar at Kimpton Hotel Monaco
Join us as we launch Monitor’s 50th Anniversary celebration with a cocktail reception at Stratus, a beautiful rooftop venue under the stars and atop the City of Brotherly Love in the heart of Philadelphia’s iconic Independence Hall neighborhood.
June 15, 2023
7:00 a.m. – 4:30 p.m.Business Casual Dress Attire
Shaping the Future – Future-Focused Workshop at the Wyndham Philadelphia Historic District Hotel
Featuring Special Guest: John Hagel, Global Speaker, Futurist, Best Selling Author | Founder, Beyond Our Edge | Consultant & Board Member
Breakfast, Lunch and Snacks provided
7:00 a.m. – 8:00 a.m.
Registration, Networking & Breakfast
8:00 a.m. – 8:15 a.m.
Opening Welcome Session
This is a conference unlike any other. Join Converge’s conference facilitator, Adrian Segar, to learn how the event will operate, ground rules for the day and more.
8:15 a.m. – 8:45 a.m.
Opening Keynote Address from John Hagel
John Hagel, futurist and best-selling author, will engage equipment finance leaders in a discussion designed to challenge and provoke our thinking as we confront the most basic question of all: What business should we be in? Themes of the keynote include:
Change as a Mindset
Confronting and Overcoming Fear
Opportunities & Innovation
8:45 a.m. – 9:30 a.m.
Shaping the Future – A Progressive Education Experience Moderated by John Hagel
John Hagel will facilitate a panel of equipment finance professionals with the goal of engaging leaders around the fundamental issues of our industry and widening the field of vision to anticipate opportunities that can be leveraged today and tomorrow. Discussion topics will include:
Utilizing exponentially advancing technologies and artificial intelligence
Creating new business models instead of focusing on incremental progress
Adopting a Customer-First mindset and culture
Who really are our competitors?
Preparing to hand off the industry to future generations
Data-led transformation and the role of data in your company’s success
Creating a culture that brings your visions to life
Leaning into disruption rather than resisting it
What are the really big opportunities that embracing change makes possible?
9:30 a.m. – 10:00 a.m.
Reminders, Sparks, Questions & Puzzles
To set the agenda for the remainder of the day, attendees will respond to the keynote and panel discussions by recording Reminders, Sparks, Questions and Puzzles that arose for them during the presentations.
10:00 a.m. – 10:45 a.m.
Refreshment Break & Gallery Walk
After completing the Reminders, Sparks, Questions and Puzzles exercise, attendees will have an opportunity to peruse what came up for their peers during the keynote and panel while enjoying a refreshment break.
10:45 a.m. – 11:30 p.m.
Thought Starter Breakout Sessions
Unveiling Opportunities: Embracing the Potential of the Big Shift
Facilitated by John Hagel and Denis Stypulkoski
The Critical Importance of Creating New Business Models (Don’t be Seduced by New Technology!)
Facilitated by Bill Verhelle
Unlocking Competitive Advantage: Embracing a Customer-Centric Mindset
Facilitated by Bridget Lindner
Keep Investing in the Next Generation: Cultivating Authentic and Diverse Leadership in the Industry
Facilitated by Eric McGriff
Innovation Doesn’t Happen in a Straight Line: Using Data-Led Transformation to Guide Your Future
Facilitated by Lawrence Latvala
Beyond the Visionary Leader: Empowering Teams for Successful Execution
Facilitated by Linda Redding
Cultivating Innovation and Change: The Imperative Role of Industry Leaders.
Facilitated by Nicole Torraco
11:30 a.m. – 12:30 p.m.
12:30 p.m. – 12:45 p.m.
Introduction to Dynamic Breakout Sessions
The Converge team will introduce dynamic breakout sessions of the day, which will be crowdsourced from themes that emerged from the Reminders, Sparks, Questions and Puzzles exercise.
12:45 p.m. – 1:45 p.m.
Dynamic Breakout Session #1
Attendees will select and attend their first participant-driven breakout session of the day crowdsourced from themes that emerged from the Reminders, Sparks, Questions and Puzzles exercise.
1:45 p.m. – 2:00 p.m.
Networking & Refreshment
2:00 p.m. – 3:00 p.m.
Dynamic Breakout Session #2
Attendees will select their second participant-driven breakout session of the day crowdsourced from themes that emerged from the Reminders, Sparks, Questions and Puzzles exercise.
3:00 p.m. – 3:15 p.m.
Networking & Refreshment
3:15 p.m. – 4:00 p.m.
Surprise! Creative Workshop to Design the Future of Equipment Finance Facilitated by Deborah Reuben & Susan Carol
Deborah Reuben and Susan Carol will facilitate a workshop designed to inspire our collective creative juices to design the future of our industry and stoke the imagination of every participant. Be prepared to have fun while opening up your minds to what’s possible for equipment finance.
4:00 p.m. – 4:30 p.m.
Closing Plus/Delta/Group Spective
To close out the day, attendees will join together to reflect on what went well and what could’ve been improved about the event. Following this exercise, attendees will have an opportunity to reflect upon the themes, ideas and breakthroughs that emerged for them throughout the day and share with peers.
June 15, 2023
6:30 p.m. – 11:00 p.m.Semi-Formal Dress Attire
Honoring the Past – Monitor’s 50th Anniversary Gala & Awards Ceremony at the National Constitution Center
Studded with the stars of equipment finance, Monitor’s 50th Anniversary Gala will provide an evening that pays tribute to the industry’s past 50 years. Participants will enjoy exhibits spanning the past five decades and a video walk down memory lane.
6:30 – 7:30 p.m.
Cocktail Networking Reception
Mingle with the stars of equipment finance and enjoy hors d’ oeuvres at Monitor’s 50th Anniversary Gala cocktail reception
7:30 – 8:15 p.m.
Opening Remarks & 50th Anniversary Video
Monitor’s Publisher, Lisa Rafter, will welcome guests to the gala and attendees will enjoy a special video walk down memory lane.
8:15 – 8:40 p.m.
Dinner with Tableside Wine Service
8:40 – 9:10 p.m.
Fireside Chat Featuring Special Guest: Brian Lee, Co-Founder and CEO of Arena Club, LegalZoom, The Honest Company & Founder of ShoeDazzle.com Inc
Steve Grosso, CEO, Auxilior Capital Partners, interviews Brian Lee in a special Fireside Chat. Brian is one of the most successful entrepreneurs of his generation and has built four billion-dollar companies. Lee will address universal topics important in today’s changing business landscape including culture, hiring, taking risks, growth and innovation.
9:10 – 9:30 p.m.
9:30 – 10:00 p.m.
Converge Awards Ceremony
Monitor’s Converge Awards Ceremony will honor and acknowledge leaders in the following categories: