ABL & Factoring Leadership Workshop (additional fee) 8:00 a.m.- 5:00 p.m.
NEW - Workshop: The Power of Nice: How to Negotiate
so Everyone Wins (additional fee)
Sponsored by RedRidge Finance Group 6:00 p.m. - 8:00 p.m.
NEW - Poker Tournament to Benefit the CFA Education Foundation (additional fee) 10:00 p.m. W
8:00 a.m.- 5:00 p.m.
7: 30 a.m. - 11:00 a.m.
10:00 a.m. - 8:00 p.m.
12:00 p.m. - 5: 30 p.m.
Photo Credit: Orange Photography
7:00 a.m.- 5:00 p.m.
Breakfast/General Session with Condoleezza Rice 8:00 a.m. - 10: 15 a.m.
As secretary of state and national security advisor, Condoleezza Rice pioneered a policy of transformational diplomacy
and heralded the formation of new global governments based on democratic principles. In this inspiring presentation,
Rice provides a sweeping look at global affairs during her tenure as secretary of state and national security advisor.
She shares compelling stories of her experiences, which illuminate the interrelationship of global events and leaders.
Co-Sponsored by Buccino & Associates & C&R Credit Services Inc. 10: 15 a.m. - 12: 15 p.m.
Lunch Session - Outprepare to Outperform: Capitalizing on Opportunities in Difficult Times with Ron Shapiro
Co-Sponsored by Dopkins ABL Consulting Services 12: 15 p.m. - 1: 45 p.m.
We live in an age of unbelievable challenges for commercial finance professionals. Although some feel ready to deal
with them, Harry Truman reminds us, “It’s what you learn after you know it all that really counts.” While you can’t
control clients and don’t control outside events, how you prepare is very much within your control.
Ron Shapiro uses the power of his storytelling from amazing life experiences and his circle of famous friends to
engage you in the themes of his New York Times Best Seller, Dare to Prepare: How to Win Before You Begin Sharing
the success stories from 38 “master preparers” profiled in the book, from Emmy-award winning Bob Costas, to
world-renowned pediatric neurosurgeon Ben Carson, to US Trade Ambassador Charlene Barshefsky, to NFL Baltimore
Ravens owner Steve Bisciotti, he entertains while inspiring you to ramp up your methodical preparation. Ron’s
System – the Preparation Principles Checklist – will enable you to outperform the competition, maintain and develop
solid relationships with clients, and equip you to handle uncomfortable situations. In today’s challenging business
climate it is more important than ever to remember, if you can outprepare them, you will outperform them.
Concurrent Panels 1: 45 p.m. - 3:00 p.m.
Panel A – The Copp Trucking Case: A Case Study in How to Document a Fraud and Get Action
Moderator: Michael Monk, Managing Director, Amerisource
Panel Members: Cody Abram, FBI
Mark Stingley, Partner, Bryan Cave LLP
Alka Sagar, Deputy Chief, Major Fraud Section, US Attorney’s Office, Los Angeles, CA
November 4-6, 2009 – Visit www.cfa.com/convention for more information