Halifax 2013 NAVIGATING OUR NEW WORLD SILLONNER NOTRE MONDE NOUVEAU. cfla. acfl. September Septembre CFLA Conference Congrès ACFL

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1 cfla 40 acfl 40 th anniversary e anniversaire Halifax 2013 September Septembre CFLA Conference Congrès ACFL Halifax Marriott Harbourfront 40 th Anniversary 40 e Anniversaire NAVIGATING OUR NEW WORLD SILLONNER NOTRE MONDE NOUVEAU

2 2:00-6:30 p.m. Registration Desk open - Nova Scotia Foyer Sponsored by: Stonebridge Financial Corporation 2:00 8:00 p.m. CFLA Showcase ~ Trade Exhibitors - Nova Scotia Foyer 4:00-6:00 p.m. Board of Directors meeting (closed) - Halifax A 6:30 8:00 p.m. Welcome Reception - Nova Scotia Foyer Sponsored by: TAO Asset Management, Business Development Bank of Canada The evening is free for delegates to arrange their own networking dinners 7:30 a.m. - 5:00 p.m. Registration Desk open - Nova Scotia Foyer Sponsored by: Stonebridge Financial Corporation 7:00-8:30 a.m. Breakfast - Halifax ABC 8:00 a.m 7:00 p.m. CFLA Showcase ~ Trade Exhibitors - Nova Scotia Foyer 8:30 8:45 a.m. Chairman's Welcome - Nova Scotia CD Jeffery Hartley, Foss National Leasing 8:45 10:00 a.m. Economic Update - Nova Scotia CD Uncertainty remains. What is the near and mid-term outlook for Canada, US, Europe, China and the rest of the world? Will there be growth? What about interest rates? The Canadian exchange rate? Provincial growth prospects? How will it all impact Canada and its businesses? Sherry Cooper, Former Executive Vice-President and Chief Economist, BMO Financial Group Sherry Cooper Sponsored by: Jim Pattison Lease 10:00-10:30 a.m. Networking Break - Nova Scotia Foyer Sponsored by: Northstar Leasing Corporation 10:30 12noon Rise of the sharing society and collaborative consumption and how it will impact your business - Nova Scotia CD Robin Chase Since its inception, Zipcar has been seen as disruptive and innovative: it used technology and marketing to change the way people own and use cars; it changed the ways cities are lived in and built; it changed prejudices about the incompatibility of environmentalism and capitalism. Innovator Robin Chase helps individuals, companies and government understand where to look for innovation and how to enable it. She explores how rethinking excess capacity can be combined with technology to unlock innovation, new profit centers and ultimately lead us to a sustainable planet. Robin Chase, Founding CEO, Zipcar and GoLoco Sponsored by: BAL Global Finance Canada Corporation

3 12noon - 1:45p.m. Lunch - Halifax ABC Sponsored by: Miller Thomson LLP 2:00-3:30 p.m. Navigating the challenges and opportunities in our new world - Nova Scotia CD What is happening beyond Canada s borders? How is the asset-based financing industry faring in Europe and the USA? The incoming Chairs of the UK Finance & Leasing Association and of the U.S. Equipment Leasing and Finance Association will discuss the current state of the industry and its challenges in conversation with Hugh Swandel. George Ashworth, Chair of Asset Finance Division of the UK Finance & Leasing Association and Leaseurope Board Member Adam Warner, Incoming Chair, ELFA, and President, Key Equipment Finance Hugh Swandel, Immediate past President, U.S. National Equipment Finance Association, Director, CFLA, and Managing Director Canada, The Alta Group George Ashworth Adam Warner Hugh Swandel 3:30 3:45p.m. Networking Break - Nova Scotia Foyer Sponsored by: Aird & Berlis LLP, Barristers & Solicitors 3:45 5:15 p.m. Concurrent Workshops - Nova Scotia A Financing bundled transactions and managed services in a hell-or-high water environment Clients desire a single source solution to their equipment finance, software and services needs for everything from motor vehicles to technology assets. The advent of cloud computing, using virtual servers and managed services, have only expanded the need for a solution. What are the roles of the vendor, the service provider and the funding source in providing this solution to clients? Can effective structures be developed that can be financed and built into bundled leases and/or services payment contracts? Jonathan Fleisher, Cassels Brock and Blackwell LLP Douglas McKenzie, BAL Global Finance Canada Corporation Sponsored by: Blake, Cassels & Graydon LLP Credit Analytics and Automation to Navigate Our New World - Acadia AB The Canadian equipment finance industry will experience as many changes in the next 40 years as in the last 40. As the industry matures, it needs to innovate to remain relevant and stay ahead of other forms of commercial financing. This session addresses best practices in automated decisioning, credit scoring, and risk rating - how systems and information tools can be integrated to mimic the credit work that an analyst does every day to realize faster application response times and lower costs per credit application. Janice Boulet, National Leasing Sylvie Giguère, GE Capital Canada Chris Corinaldi, Fundation, Inc. Thomas Ware, PayNet, Inc. Sponsored by : RCAP Leasing

4 What s new in law for leasing? - Nova Scotia B Key underlying rules that shape the business framework for asset-based financing and leasing - what's happening? Jennifer Babe, Miller Thomson LLP, Toronto Michael Burke, Blake, Cassels and Graydon LLP, Toronto François Joubert, Savoie Joubert, s.e.n.c., Montréal Brian MacKay, Davis LLP, Vancouver Sponsored by: Adesa Canada 5:15 5:45 p.m. 40th Annual General Meeting of Members - Nova Scotia B 5:45 6:30 p.m. Funder-Broker Reception - Acadia AB 6:30-7:30 p.m. Chairman s Reception - Nova Scotia Foyer Sponsored by: Blue Chip Leasing Corporation / Enable Capital Corporation 7:30-10:00 p.m. Chairman's Banquet & CFLA Member of the Year Award - Nova Scotia ABCD Sponsored by: Bennington Financial Services Corp. / Bodkin Leasing Corp. / Equirex Leasing Corp., Torkin Manes LLP / ARI Financial Services Inc. / Davis LLP / D+H / Paige - Ruane, Inc. Wine sponsored by: Pacific & Western Bank of Canada 9:00-9:45 p.m. Entertainment Peter Anthony, Comedian and "small town boy" from Pictou, Nova Scotia Peter Anthony 8:00-10:00 a.m. Registration Desk open - Nova Scotia Foyer Sponsored by: Stonebridge Financial Corporation 7:00 8:00 a.m. Breakfast - Halifax ABC 8:00a.m. - 12noon CFLA Showcase ~ Trade Exhibitors - Nova Scotia Foyer 8:00 9:15 a.m. Concurrent Workshops Searching for new financing opportunities: from leasing to factoring - Nova Scotia A Thinking out of the box. For some, factoring may be a compelling way for members to expand their opportunities. To do so, they will need to be well-prepared for the unique challenges that will arise. What are they and how would you prepare? David Chaiton, Torkin Manes LLP Martin Rees, Maxium Financial Services Inc.

5 How changing federal regulations will impact your business - Nova Scotia B If you are funded by a bank or insurance company or provide outsource services to them, you need to understand the expanding federal regulations imposed on regulated financial institutions from data security, to privacy and portfolio compliance. If you sell transactions to banks or insurers, how must your deals comply with the regulations? If you provide outsource services, what are the appropriate mechanisms for risk management, governance and obtaining assurance crucial to ensuring success. Moe Danis, Pacific & Western Bank of Canada Casper Wong, Financeit The new lease accounting rules: understanding the rules - Acadia AB The last draft of the new lease accounting standards has been released by the regulators. What will change and when? Loraine McIntosh, Deloitte & Touche LLP Sponsored by: Wilson Vukelich LLP 9:15 9:30 a.m. Networking Break - Nova Scotia Foyer Sponsored by: LeaseTeam, Inc. 9:30 10:45 a.m. Concurrent Workshops What s new in law for leasing? (Repeat session) - Nova Scotia B Key underlying rules that shape the business framework for asset-based financing and leasing - what's happening? The new lease accounting rules: understanding the rules (Repeat session) - Acadia AB The last draft of the new lease accounting standards has been released by the regulators. What will change and when? 10:45 12noon Navigating our future - Nova Scotia CD Frank McKenna An influential voice in both politics and business Frank McKenna has a uniquely wide-ranging experience. For a decade, he was Premier of New Brunswick and a leading advocate of the Canada - US Free Trade Agreement Later, as Ambassador to the United States, he navigated contentious issues related to trade and security. As Deputy Chair of TD Bank Group, he is responsible for supporting the Bank in its customer acquisition strategy. In conversation with Huw Williams, Frank McKenna will give his thoughts on today and tomorrow s challenges for Canada. Frank McKenna, Deputy Chair, TD Bank Group Huw Williams, President, Impact Public Affairs Huw Williams 11:45 a.m. Conference close - Nova Scotia CD Jeffery Hartley, Chairman, CFLA

6 WHO SHOULD ATTEND? Those who want to learn and discuss with their peers the latest about changes impacting the Canadian asset-based financing, equipment and vehicle leasing industry. LOCATION Halifax Marriott Harbourfront Hotel 1919 Upper Water St Halifax, NS, Canada REGISTRATION OPENS June 14, 2013 REGISTRATION FEES AND VOLUME DISCOUNTS "Early Bird" Registration by July 31st Members* First delegate $1,225 Second delegate $1,165 Third delegate $1,115 Fourth delegate FREE Additional delegate $1,115 Daily rate $700 Chairman's Banquet Only $175 Companion s registration $350 Non-Members First time $1,225 Second-time + $1,600 Daily rate $775 Chairman's Banquet Only $275 Companion s registration $500 Registration after July 31st Members* First delegate $1,325 Second delegate $1,265 Third delegate $1,200 Fourth delegate FREE Additional delegate $1,200 Daily rate $750 Chairman's Banquet Only $175 Companion s registration $350 Non-Members First time $1,325 Second-time+ $1,725 Daily rate $825 Chairman's Banquet Only $275 Companion's registration $500 DELEGATES MUST ADD 15% GST TO THE REGISTRATION FEE. *Companies are Members of CFLA, not the individual. If anyone from a non-member company has previously attended a CFLA conference, the second-time+ fee applies.

7 general conference information Full Delegate Registration includes: Admission to all listed sessions All program materials and handouts Welcome Reception 3 refreshment breaks 2 buffet breakfasts 1 luncheon Chairman's Reception & Banquet For further information, please contact: Charlene Forde Manager, Events & Member Services charlene@cfla-acfl.ca (416) x21 Toll-free 1+(877) , ext 21 Spouses are welcome Spouses are very welcome to attend the conference. While there is no formal program of activities, a spouse s registration includes: Welcome Reception 2 buffet breakfasts 3 refreshment breaks 1 luncheon Chairman's Reception & Banquet Access to business sessions on an "as available" basis. REGISTRATION AND PAYMENT To register and pay on-line go to CFLA National Conference NO PERSON WILL BE REGISTERED UNTIL FULL PAYMENT IS RECEIVED BY CFLA. Any outstanding amounts due to CFLA must be paid before registration can be accepted. CANCELLATION REFUND POLICY Go to CFLA National Conference CFLA reserves the right to cancel this conference due to insufficient registrations and will refund registration fees only. HOTEL ACCOMMODATION CFLA does not handle hotel reservations. To reserve at Halifax Marriott Hotel, you may either book your room on line by visiting the conference website, or through the Reservations Department in Continental U.S. and Canada at A block of guest rooms has been reserved at Halifax Marriott Hotel at a special rate of $215 applicable taxes extra. Rates will be available 2 days prior and 2 days post. RELEASE OF ROOM BLOCK: on or before, Friday, August 16,2013 DRESS CODE Casual business attire is recommended for the entire conference including the Chairman's Banquet. Jacket and tie not required. TRAVEL PLANS WestJet is offering a 10% discount on their best available fare at time of booking (excluding seat sales and web fares). To book reservations, call using CFLA s convention code CC7432. Convention codes are not available for use on WestJet.com at this time. The convention code CC7432 MUST be quoted at time of booking.

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