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Wednesday, November 9, 2022
1:00 pm – 2:00 pm EST
Having an effective tech strategy is not just a nice-to-have for your business; it’s crucial to achieving long-term business goals, serving customers and spearheading scalable growth. It’s essential to optimize your company’s strategy before competition leaves you behind. In this livestream, we will unpack the ‘you don’t know what you don’t know’ adage and discuss how important it is for your quest for information to be a part of your everyday process.
This livestream will leave you with a playbook on how to align your strategy with the right technology and how to encourage your team to adopt and implement new technology that will boost productivity and make employees’ lives easier.
This livestream will explore:
Wednesday, November 9, 2022
1:00 pm – 2:00 pm EST
Jen Martin is part of the Key Equipment Finance senior leadership team and is responsible for the successful execution of KEF’s technology roadmap, aligning technology tools with the needs of Key Equipment Finance’s clients and employees. Martin’s sales enablement team enables KEF’s success through data driven strategic modeling, problem solving, helping market the company’s capabilities and delighting clients through the implementation of innovative technology tools.
Martin has been in the equipment finance industry and at Key for 27 years and has held many roles including operations manager for various support/client service and originations teams, technology project manager, technology product owner, quality assurance manager and vendor program development leader.
Martin is also a founding member of the ELFA women’s council, chair for the ELFA operations and technology committee/conference and a member of the Monitor’s editorial board.
Brett Caines is a cofounder and the CEO of Lumos Technologies. At Lumos, Caines and the team continue to help small businesses and financial institutions through analytics and advisory services. Prior to founding Lumos, Caines was the CFO of Live Oak Bank, a SBA lender. He was with the bank since its inception in 2008 and led the company through IPO in 2015. With an emphasis on safety and soundness, Live Oak focused on mitigating credit risk and identifying industries with strong credit quality.
Caines holds a BS in Chemical Engineering and a BA in Chemistry from North Carolina State University and an MBA from the University of North Carolina at Wilmington.
As the head of equipment finance, Matthew Green is responsible for establishing the strategic vision and partnership across the middle market, mid-corporate and investment bank. Previously, Green led the equipment finance business at J.P. Morgan, where his primary responsibilities were to design and oversee the expansion of the capital markets and direct sales efforts.
Prior to equipment finance, Green spent seven years as executive director of J.P. Morgan’s syndicated finance group, a dedicated loan syndication team that he co-founded within the middle market. Prior to joining J.P. Morgan, Green held numerous capital markets, distressed asset and underwriting positions within BMO Capital Markets and Merrill Lynch.
Green holds a B.S. from DePaul University, where he majored in finance and marketing.
As chief growth officer of Syndifi, Alistair Canal is responsible for revenue growth, profit and loss management, product development oversight, the scaling of Syndifi’s market reach and the securing of the continuity of the company’s sales and marketing value propositions.
For nearly two decades prior, Canal has earned leadership posts at some of the nation’s leading financial and compliance firms like Bankers Healthcare Group, Promontory Financial Group and Live Oak Bank, where he launched the equipment finance division. During his tenure, he has consistently driven revenue growth and forged winning brands for each of these organizations. Canal looks forward to bringing his expertise, skills and passion to the emerging influence of Syndifi’s transformative technology. Canal graduated with distinction from New England College with a BA in business administration.
Spencer Thomas serves as CEO of KLC Financial, taking up the position in March 2022. He has more than two decades of experience in the equipment leasing and financing industry holding positions from business development to executive management. He has a proven track record of success in working with hundreds of financial institutions and small/medium sized businesses, structuring financing solutions that enable these customers to realize their goals.
Thomas’ career also includes executive experience at LeasePoint.com, where he served as EVP prior to starting at KLC Financial at the same position in 2001. In addition, he has held sales positions at IMS and McLeod USA.
Thomas is a graduate of St. Mary’s University with a BA in accounting.
Thomas is an active member of the National Equipment Finance Association (NEFA), where he serves as speaker on a wide-range of equipment financing and leasing topics. Other Associations memberships include: Turnaround Management Association (TMA), Risk Management Association (RMA), Association for Corporate Growth (ACG), American Association of Commercial Finance Brokers (AACFB), and Certified Lease &Finance Professionals (CLFP).
Wednesday, November 9, 2022
1:00 pm – 2:00 pm EST
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