Converge Agenda

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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

Panelists include:

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.

Networking Luncheon

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 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.

Networking Break

9:30 – 10:00 p.m.

Converge Awards Ceremony

Monitor’s Converge Awards Ceremony will honor and acknowledge leaders in the following categories:

  • People-First Leadership Award
  • Creating Change and Innovation Award
  • Champion of Diversity Award
  • MVP Behind the Scenes Awards
  • CEO of the Decade – 1970s Award
  • CEO of the Decade – 1980s Award
  • CEO of the Decade – 1990s Award
  • CEO of the Decade – 2000s Award
  • CEO of the Decade – 2010s Award
  • CEO of the Decade – 2020s Award
  • Industry Legend Award
  • Trailblazer Award
  • Industry Titan Award
  • 2023 Leader of the Year Award

10:00 – 11:00 p.m.

Dessert & Drinks on the Terrace

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Thank You to our Sponsors



For sponsorship information, please contact:
Susie Angelucci at