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Tuesday 23 July 2019
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July Membership Meeting – 2019

The Westgate Hotel
Riviera Room, 3rd Floor
1055 Second Avenue
San Diego, CA 92101

Tuesday, July 16, 2019 - 11:45 am - 1:15 pm

JULY MEMBERSHIP MEETING

The Chapter is proud to announce that we will now be broadcasting membership meetings from a secondary location: Mintz in Carmel Valley. If you are unable to attend downtown, but would still like to see the presentation, please RSVP and specify below.
*Note: Meals will still be provided; they will not be 3 courses*

The Westgate Hotel
1055 2nd Avenue | San Diego, CA 92101

Mintz
3580 Carmel Mountain Road | San Diego, CA 92130

Tuesday, July 16, 2019

11:45 am – 12:00 pm – Registration
12:00 pm – 1:00 pm – Program

How to Decrease Operating Expenses While Becoming More Secure
Presenter: Barry Steel

Clients and prospects are demanding security. Firms that want to decrease operating expenses while improving security for their clients are leveraging leasing and financing solutions to achieve that win win.

Leasing is helping firms leverage predictable monthly expense to decrease operating expenses while taking advantage of other benefits that help them be more secure such as asset tracking, tracking of verification dates for hardware and software compliance.

In this session, attendees will learn:
• How to negotiate a Master Lease Agreement
• The strategy of leasing for short life cycle assets such as laptops, desktops and tablets
• How asset tracking provides a needed security lawyer for the firm
• How to assign lease streams to multiple bank relationships
• The benefits of streamlining payments, tech refresh cycles, and shortening decision cycles.

Barry has an impressive record of achievement in multiple, highly competitive financial and leasing markets. For more than 25+ years Barry has held multiple key leadership roles in high performing organizations. Most recently Barry was the Senior VP of Global and Strategic Accounts for Donlen Corporation where he designed and executed strong strategic visions that resulted in being acquired by Hertz Corporation for a record valuation. Barry also served as VP of Sales Force Development and Training for GE Capital Fleet Services for nearly a decade where he developed programs to track sales, customer satisfaction, and coordinated pricing across the business. In both leadership roles Barry was an innovative industry expert leveraging new and existing technologies to improve both customer and service performance.

RSVP due by noon on July 9, 2019

TWO REGISTRATIONS TO THE FALL CONFERENCE IN SEATTLE WILL BE RAFFLED OFF, ALONG WITH TRAVEL STIPENDS. DON’T MISS OUT! MUST BE PRESENT TO WIN!

SPONSORED BY:

The Westgate Hotel 3rd Floor

The Westgate Hotel
Riviera Room, 3rd Floor
1055 Second Avenue
San Diego, CA 92101