Success in a Storm: Monitor 100 CEO Strategies for Economic & Geopolitical Headwinds Monitor Conference Series

Success in a Storm: Monitor 100 CEO Strategies for Economic & Geopolitical Headwinds

Equipment finance leaders have been facing an ongoing environment of uncertainty for more than two years. With inflation and interest rates on the rise, supply chains backlogged and a tight labor market, leaders are facing a perfect storm. Monitor 100 leaders will gather in this special livestream for Monitor Suite members to discuss how they are rising to the challenges presented during these unpredictable times to create successful strategies for their companies.

This is a Member Live+ event, which are only available to members of Monitor Suite, Monitor‘s newly unveiled subscription platform for exclusive premium equipment finance industry content. Along with Member Live+ events, Monitor Suite members will have access to high-quality video streaming series, a library of in-depth data reports and much more. The platform will officially launch on Aug. 9 and is currently available for an introductory annual rate of $99. Group rates are also available.

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Thursday, August 11, 2022

1:00 pm – 2:00 pm EST


Moderator:

Adam D. Warner
President, Key Equipment Finance

As the president of Key Equipment Finance, Adam D. Warner directs Key’s commercial and bank-based equipment lease and finance efforts. In addition, he oversees equipment finance programs for the company’s primary vertical markets: IT, energy, healthcare, industrial and government. Warner also supervises the equipment finance programs for all Key commercial vendor customers, including equipment manufacturers and distributors in the U.S., as well as Key’s specialty finance lending and capital markets units.

A former Chairman of the Equipment Leasing and Finance Association’s board of directors and executive committee, Warner serves on the Leeds School of Business board of alumni and friends at the University of Colorado Boulder. Prior to joining Key, Warner held the roles of senior vice president of sales and marketing and chief operating officer at Mellon Leasing Corporation.

Panelist:

Amrita Patel

Head, Wells Fargo Equipment Finance

Amrita Patel is a highly accomplished change agent executive focused on business strategy and transformations. Her blended experience includes commercial sales leadership (equipment finance, franchise finance, transportation finance), acquisition integrations, divestitures, transformations and six sigma quality. Patel’s strengths include growth strategy and vision setting, building and motivating large multi-dimensional teams, executing long-term strategy and simplification to drive desired results.

Panelist:

David Fate
Founder & CEO, Stonebriar Commercial Finance

With more than 35 years of industry experience, Dave Fate launched Stonebriar in March 2015 and has led the company on a phenomenal growth trajectory culminating in Stonebriar achieving an investment-grade corporate credit rating while building a highly profitable portfolio. Fate previously played key leadership roles in the successful startup of AIG Commercial Asset Finance and Transamerica Equipment Finance. In 2018 Fate was awarded the first-ever Monitor MVP award, and Goldman Sachs recognized him as one of 2020’s 100 most intriguing entrepreneurs. Fate has been a strong ELFA industry advocate during his career having served on various ELFA committees.

Panelist:

Marci L. Slagle, CLFP
President of BankFinancial Equipment Finance

As a 20-year leasing veteran, Marci Slagle, CLFP, provides industry expertise, operational efficiencies and customized solutions to support the diverse needs of large to midsize companies.

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