Monitor Live+: Breaking Free from the “S.O.Y.” and Shaping the Future Monitor Conference Series

Building on the insights from Monitor’s Converge 2024 conference, where keynote speaker Peter Hinssen introduced attendees to the powerful concept of today, tomorrow, and day after tomorrow thinking, this session promises to continue the momentum and delve deeper into practical applications for our industry.

Key Concepts:

  • Today: Optimize current operations and enhance efficiency.
  • Tomorrow: Prepare for near-term changes and improvements.
  • Day After Tomorrow: Innovate for long-term opportunities and disruptions.

Hinssen’s framework for navigating the “never normal” is essential for balancing immediate needs with future-focused innovation, ensuring businesses remain competitive and relevant. However, the challenge lies in overcoming the inertia of daily operations and the outdated “Stuff of Yesterday” (S.O.Y.) — those legacy practices, technologies and mindsets that tend to hold us back.

Why Attend?
In a world where the pace of change is relentless, staying ahead requires letting go of old methods and embracing new technologies and strategies. This livestream will help you identify and move beyond the S.O.Y, driving growth and efficiency while maintaining a competitive edge.

Whether you attended Converge or missed it, this session will provide practical approaches for unlocking forward progress and shaping the future of equipment finance.

Thank You to Our Sponsor

Moderator:

  

Deborah Reuben

Founder & CEO, TomorrowZone

Deborah “Deb” Reuben, CLFP is the CEO and Founder of TomorrowZone, a technology strategy consultancy inspiring fresh ideas and collaborations to shape the future of business. She encourages new thinking to explore the art of the possible through her extensive technical knowledge, equipment finance experience and passion for challenging the status quo. Her expertise will enhance and broaden your company’s products and services and create efficiencies that will produce a competitive advantage for your company.

Panelists:

Brad Peterson

CEO, Channel

Brad Peterson founded Channel in 2009 and serves as Chief Executive Officer. As the CEO, he is accountable for the overall strategy, resources and operations of Channel. Prior to Channel, Peterson founded and served as President of CAN Capital subsidiary, PredictiFund, leveraging CAN’s small business merchant cash advance credit data and modeling experience. Peterson has also served as Senior Vice President and General Manager of U.S. Bank Manifest Funding Services, a $1.5 billion asset business unit that focused on third party generated small ticket equipment leasing nationwide. From 1981-1996, he held various financial and sales management positions with Ralston Purina. Peterson has been an active member in many leasing industry associations including ELFA, NEFA and AACFB. He has also served on the United Association of Equipment Leasing (UAEL) Board from 2001-2008, including President in 2007. Peterson graduated from Iowa State University in 1981 with Bachelor of Science degrees in Economics and Finance.

Mike Jones

President, First Citizens Bank Equipment Finance

Mike Jones is president of First Citizens Bank Equipment Finance. He has held the post since January 2018 and oversees the bank’s vendor finance lines of business. Prior to First Citizens Bank’s merger with CIT, he was managing director of business capital for CIT from 2016 – 2018. Previously, he served as senior vice president, managing director for EverBank Equipment Finance/TIAA from 2009 – 2016, managing sales and operations for the vendor equipment finance division, where he was also a director from 2004 – 2008. Jones’ other management experience includes positions at U.S. Bank Equipment Finance and Sunoco Oil Company. Jones retired honorably from the U.S. Army Rangers, where he had completed one combat tour, and he holds a Bachelor of Science degree in accounting from Widener University.

 

Jennifer Bello

Head of Global Strategic Marketing and Digital, DLL

Jenn Bello, Head of Global Strategic Marketing and Digital for DLL’s LifeTech business vertical, is an international leader with a customer-centric approach (internal and external). Committed to forward- and out-of-the-box thinking, Bello’s innovative and data-driven strategies have significantly advanced the marketing landscape at DLL. It’s these traits and obsessions that have propelled Bello’s career.

Bello’s journey at DLL began as a Marketing Coordinator in 2017, and through a series of increasing strategic marketing roles, she has risen to become a key decision-maker within the organization. Most recently, Bello served as Head of Global Strategic Marketing within DLL’s commercial finance business vertical for three years. Prior to joining DLL, Bello held marketing roles at a boutique agency supporting micro-to-medium businesses in strategy development and execution and marketing plans in the publishing, healthcare, software and food services spaces.

Bello earned her BA and MBA from Bloomsburg University of Pennsylvania. When not driving a strategic marketing vision for her business vertical, you can find Bello actively participating as a member of CHIEF, a private network that connects and supports women executives to strengthen their leadership, magnify their influence and foster the next generation of leadership, exploring new restaurants in Philadelphia, or playing with her dog, Kash.