上海市租赁行业协会组团赴美参加49届年会通知

Sunday, October 24 周六，10月24日　　

Sunday | Monday | Tuesday

8:00am上午

Golf Tournament and Luncheon　高尔夫锦标赛和午宴

Boca Raton Resort Golf Course　博卡拉顿度假村高尔夫球场

8:30am

Tennis Tournament (Men and Women) 网球比赛（男士和女士）

Boca Raton Resort & Club　博卡拉顿度假俱乐部

9:00 am - 1:00pm

Community Service Project - Habitat for Humanity　　社区服务项目-人类生境

10:00 am - 8:00pm

Convention Registration (Attendees & Exhibitors)　大会报到

（出席者和参展商）　

2:00 pm - 5:00pm

Exhibitor Setup　展商布展

2:30 pm - 4:30pm

Community Service Project - Build-A-Bike　社区服务项目- 建立一个自行车团队

5:00 pm - 6:00pm

New Members and First Time Attendees Reception　新成员和首次参会者接待

6:00 - 8:30pm

Welcome Reception (in Exhibit Area) 欢迎酒会 （在展览区）

Monday, October 25周一，10月25日

Sunday | Monday | Tuesday

7:00 am - Noon

Convention Registration 大会报到

7:00 - 8:15am

Group Breakfast 团体早餐

7:00 - 8:15 am

Service Provider Business Council Breakfast Session 服务提供商商业理事会早餐会

7:00 - 4:00pm

Exhibits Open 展览开放

8:30 - 10:30am

General Session 大会会议

Chairman's Address and Keynote Address 主席演讲和主题演讲

Speakers:演讲者

Kenneth R. Collins, Jr.
Chairman ELFA　ELFA 主席

Michael Treacy 迈克尔 特里西
Corporate Strategy and Business Transformation Expert 企业战略和业务转型专家

11:00 am - 12:30pm

Issue Breakout Sessions 分组会议议题

Expanding Internationally: A Guide to Decision Making 国际化扩张：决策指南

The Medical Equipment Leasing Landscape in the Aftermath of Health Care Reform 医改后的医疗设备租赁景象

This session will cover the operational and economic impact of health care reform on for-profit and non-profit health care providers; provide insight into the strategic thinking and business strategy reassessments that healthcare providers are employing as a result of the anticipated health care reform; provide an understanding of the consequences of health care reform on existing business (lease portfolios and medical equipment residual values) and on the outlook for new business; and address the future for diagnostic imaging and electronic health records.

The Future for the Captive Finance Company - Is it a Core Business for Manufacturers or Vendor Program with Bank-Owned Finance Companies

附属金融公司的未来-对于银行系融资公司的厂商或供应商项目是一种核心业务么？

Scarce financial resources and the proposed changes to lease accounting standards have the potential to put many Captive Finance Companies at the crossroads. This session will provide a framework for evaluating how best a manufacturer can provide financial services to the different markets it serves.

Building a Better Business Model: Adapting, Innovating and Evolving for Improved Performance*

建立一种更佳的商业模式：适应，创新和改进发展

What have companies done to rethink their business strategies and re-set their business models as a result of the economic crises? This panel discussion will focus on:

·Funding: Optimizing funding strategies and maximizing access to capital.

·Risk: Managing the balance between risk and profitability.

·Operations: Preparing and streamlining business workflows and improving organizational effectiveness.

·Technology: Planning and deploying a technology strategy that is grounded in an appropriate mix of familiarity and future focus.

·Regulation: Is regulation adding more overhead to a firm's success?

·Moving forward: Is the worst behind us and the climb has begun?

·Originations: Where are opportunities?

·Change: How are firms embracing change and reinventing themselves?

Sessions followed by an asterisk (*) are particularly applicable to Small Independent Leasing Companies.

Financial Regulatory Reform and the Impact on Capital Markets: How Will It Impact My Business?

金融监管改革和对资本市场的影响：他是如何影响我的业务？Description Coming Soon

12:45 - 2:15pm

Equipment Leasing and Finance Foundation Luncheon 设备融资租赁基金会午宴

2:30 - 5:00pm

Issue Breakout Sessions 分组会议议题

Achieving Superior Growth - A Workshop with Michael Treacy (by invitation only)

实现卓越增长-迈克尔特里西专题研讨会（凭请柬参加）

Description Coming Soon

Human Capital Challenges*人力资本挑战

Part I - Best Practices in Employee Performance* 第一部分-员工绩效的最佳实践

Part II - The Changing Landscape Of Incentive Compensation*第二部分-薪酬激励的景象变化

The Booming Equipment Leasing Finance Market In China 崛起中的中国融资租赁业

China is currently the biggest equipment leasing market in the world in relation to infrastructure construction, aircraft, ships, new energies, medical sector and construction machinery. Attendees will learn the reasons behind recent developments, trends and difficulties of the equipment finance industry in China, discover how Chinese equipment finance companies are being innovative, and get the opportunity to explore business and collaboration opportunities between the Chinese and American equipment leasing and finance companies.

Best Practices Roundtable for the Small Independent Leasing Executive*

小型独立租赁公司的高级管理人员的最佳实践圆桌会议

Description Coming Soon

　　Sessions followed by an asterisk (*) are particularly applicable to Small Independent Leasing Companies.

Best in Class Uses of Technology for Operational Excellence and Customer Satisfaction*

运营表现和消费者满意的最佳技术运用This session will focus on the ELFA Business Technology Performance Index (BTPI) survey results, will discuss current trends and key challenges facing the equipment finance industry related to technology and operations, and will showcase best in class implementations of technology solutions. Session will review the latest technologies used to improve organizational processes resulting in an enhanced customer experience.

　　Sessions followed by an asterisk (*) are particularly applicable to Small Independent Leasing Companies.

5:00pm

Individual Company Sponsored Receptions and Events 个别公司赞助的招待宴和活动

Tuesday, October 26

周二，10月26日

Sunday | Monday | Tuesday

7:00 - 8:15am

Group Breakfast 团体早餐

7:00 - 8:15am

Women in Leasing Breakfast （租赁业女性）早餐

7:00 am - 4:00pm

Exhibits Open 展览开放

8:30 - 10:00am

General Session 大会会议

President's Report and Keynote Address　会长演讲和主题演讲

Speakers:演讲者

William G. Sutton, CAE 威廉 克.萨顿，CAE
President, ELFA ELFA 会长

Ronald Brownstein 罗纳德 布朗斯坦
Political Director, Atlantic Media Company 大西洋媒体公司 政党主任

10:30 am - 11:00am

Break （茶）歇

11:00 am - 12:30pm

Issue Breakout Sessions 分组会议议题

Challenges of Doing Fair Market Value (FMV) Leasing and Operating Leases in Latin America

在拉美运作公平市场价值租赁和经营性租赁的挑战

Sustainable Energy: Opportunities in Wind and Solar Power

可持续性能源：风电和太阳能的机遇

Part I - Out of the Box and in the Game: A Lessor's Guide to Financing Wind Power

The American Recovery and Reinvestment Act of 2009 ("ARRA") created and accelerated new opportunities in the wind energy industry. Attendees will learn the basics of wind energy financing; how to create a business case for expanding financing products to wind energy assets; how to increase volume from leasing equipment related to wind energy; and how to use tax incentives in leveraged or partnership structures.

Part II - Investing in Solar 3.0: New Opportunities for Growth and Diversification

The financing of solar energy equipment is emerging as an important component of the equipment leasing and finance industry. Attendees will learn what the various options are when it comes to solar technologies; which solar technologies that are best suited for particular geographic environments and why; what is the average useful life of these technologies; and what role has leasing played in the solar sector.

The Proposed Changes to the Lease Accounting Standards

对租赁会计准则的更改建议

A discussion of proposed changes to lease accounting and implications for lessees and lessors

Customer Retention Strategies & Tools - Leveraging your Existing Customers*

客户持久战略和工具-促使你的现有客户改变

This session will address why customer retention is a vital business strategy, and how lease portfolio volume growth can be attained by focusing on your existing customer base. Attendees will learn best practices in how to set a baseline, measure and implement their own customer retention initiatives throughout the lease life cycle in their organization.

　　Sessions followed by an asterisk (*) are particularly applicable to Small Independent Leasing Companies.

Strategic Risk Management Today - Is it time to Start Expanding again? How Can it be Done Safely?*

今日战略风险管理-是时候开始再次扩张么？如何能做到安全？

This session will provide a CEO-level overview of current industry data and developments in credit/risk best practices to support the goals of growing safely and profitably. A panel of industry experts will discuss specific issues that address the following: strategy & market selection, credit decision making, pricing/structuring for risk, portfolio analysis & monitoring, and collections & asset management.

　　Sessions followed by an asterisk (*) are particularly applicable to Small Independent Leasing Companies.

12:45 - 2:30pm

Business Council Luncheon Meetings 商业委员会午餐聚会

·　　Small Ticket　小额市场

·　　Middle Market Independent 中型独立市场

·　　Financial Institutions 金融机构

·　　Captive and Vendor Finance 厂商和供应商融资

3:00 - 4:30pm

Issue Breakout Sessions 分组会议议题

Social Media: How to Incorporate New Media For Marketing an Equipment Leasing and Finance Company*

社会媒体:　如何将新媒体加入到设备融资租赁公司

The Proposed Lease Accounting Standards: Pricing and Portfolio Management Implications

租赁会计准则的建议：定价和资产组合的启示

This session will provide a discussion and analysis of the likely pricing, marketing and management implications of the FASB/IASB proposed lease accounting standards. This analysis will include a comparison of the lease vs. buy (lessee view) and the lease vs. loan (lessor view) results using economic and accounting flows across the product spectrum. It will also compare the hold-sell and portfolio management implications of the divergence between economics and accounting.

Collections & Recovery Techniques that Work*

有效的采集和恢复技术

This session will address the impact that the present economy is having on collections/litigation strategies: discuss new and creative ideas for handling troubled portfolios, toxic assets and fraud ; review when to use a collection agency vs. a law firm; highlight the opportunities and risks associated with collateral repossession; and provide a framework for managing the repossession activity.

　　Sessions followed by an asterisk (*) are particularly applicable to Small Independent Leasing Companies.

Are You Getting the Most out of Your Current Systems? Evaluating your Business Process for Greater Efficiency*

你是否获得了你当前系统的最大效益？更有效的评价你的业务流程？

Equipment finance companies are seeking to increase efficiencies, decrease costs, automate tasks, standardize processes and maximize customer satisfaction. This session will address how Business Process Management (BPM) is used to align all aspects of an equipment finance organization with the wants and needs of its' customers, and relate the benefits of BPM to real-life asset finance scenarios. Session will also address how equipment finance companies can make the business case to refresh core product systems, and how these transformations can drive revenue growth.

　　Sessions followed by an asterisk (*) are particularly applicable to Small Independent Leasing Companies.

6:30 - 10:00pm

Closing Reception and Party　闭幕宴会

Poolside at the Boca Beach Club 博卡海滩俱乐部池畔

Sunday | Monday | Tuesday

天数

交通

行程

活　动　安　排

酒店

膳食

10/24

飞机

上海/迈阿密

　　  搭乘航班飞往迈阿密，抵达后入住酒店。

四星级

晚

10/25

巴士

迈阿密

　　参加会议。

四星级

早午晚

10/26

巴士

迈阿密

　　参加会议

四星级

早午晚

10/27

飞机

迈阿密/华盛顿

　　早餐后搭乘航班飞往华盛顿。（视航班而定）

四星级

早午晚

10/28

巴士

华盛顿

　　公务活动：Qualic 金融集团考察交流，该集团是加拿大最大的独立贷款和设备融资租赁公司成员，管理资产规模达300亿美元。参观美国国会。

四星级

早午晚

10/29

巴士

华盛顿

公务活动：与ELFA总部主席　Kenneth R. Collins, Jr. 会长William G. Sutton或高层交流。参观美国白宫。

四星级

早午晚

10/30

巴士

华盛顿-费城137 miles　3H-纽约

　　乘车赴纽约，途经费城参观，费城是宾夕法尼亚州首府，美国独立战争时的首都，为美国作出巨大贡献的富兰克林的出生地。费城于建国期间曾扮演极为重要的角色，因此建国时代的特色建筑最为引人入胜。市内观光包括独立宫，▲自由之钟-----独立钟，仿佛荡舟在历史长河，令你肃然起敬。

四星级

早午晚

10/31

巴士

纽约

　　公务活动：Icon资本集团考察交流，是美国独立的，最大的私人控股设备融资租赁公司。

　　参观自由女神像和华尔街。

四星级

早午晚

11/01

巴士

纽约

　　上午乘车前往素有“美国将军的摇篮”之称的美国西点军校。许多美军名将如艾森豪威尔、巴顿、麦克阿瑟等均是该校的毕业生。可前往全美最大的Woodbury Outlet，尽享全美名牌的超级折扣。西点军校位于纽约北部哈德逊河西岸的橙县西点镇，距离纽约市约80公里。

四星级

早午晚

11/02

飞机

纽约/上海

　　早餐后搭乘航班飞往上海。

早

11/03

巴士

上海

　　安抵上海，结束愉快旅程。

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