SESSION DETAILS.

We’ve focused our sessions around three main goals: demonstrating better and more efficient ways to use our products, demonstrating functionality you may not be taking advantage of and discussing the future of our road map. During these sessions, we also want to encourage our users to share their experiences/feedback, creating a rich and collaborative learning environment.

 

Experience the benefits of attending our User Conference: 

  • Participate in the interactive sessions

  • Get a glimpse into what the future looks like for our company, and how you can influence product development

  • Discover the latest in software development, technologies, trends and practices

  • Get one-on-one time with our professionals

  • Network with peers/industry leaders to problem solve, collaborate, and gain fresh ideas

  • Have FUN!

PEER TO PEER ROUNDTABLE DESCRIPTION

Originations Roundtable

Whether you originate directly to borrowers or work with partners like vendors and brokers to originate business, an integral part of the customer experience is the journey of each new financing opportunity. It’s the first part of a hopefully recurring customer journey where you can deliver on customer needs and make customers want to work with you again and again; no wonder finance companies spend so much time and effort imagining and reimagining their Originations process to optimize the customer experience and, hopefully, achieve financial goals.

 

From intake of new financing opportunities to pre-booking and everything in between, there are no shortage of conundrums to keep even the most productive problem solver constantly busy:

  • trying to figure out how to get our origination partners to send you more of the opportunities that fit your profile

  • attempting to get your sales and operations superstars more time to focus on value-add activities

  • working to break down the barriers of communication between you and your origination partners and customers

 

No matter what technology, tools, systems, or processes you currently use, you won’t want to miss this discussion with your peers and the LTi team on the top challenges in equipment finance originations!

SESSION DESCRIPTIONS

Product Strategy & Roadmap

  • Are you ready to explore the new functionality LTi is currently working on? Are you excited to hear more about what LTi has in store for the future? If you answered yes to any of those questions, you will not want to miss this session. This presentation will allow you to tap into the minds of LTi Product Experts to learn how LTi decides what new features to release and how you can be involved in the decision-making process.

ASPIRE Admin Training for System User Part 1

  • In this session, users will be taken through all of the configuration options available in ASPIRE.  Whether you are a new user or an experienced system administrator this session will benefit you.

 

Advanced Guide to LeasePlus

  • This session is going to highlight some of the hidden features and functions in LeasePlus that will hopefully make your day-to-day work in LeasePlus more efficient. There will be ample time to ask your LeasePlus subject matter experts questions.

Documentation: DocuSign

  • Explore the possibilities of digital signatures in our digital age. In this session, you will review the capabilities and configuration of the LTi integration with DocuSign. 

ASPIRE Modules/Partners

  • Are you leveraging all the capabilities offered by the ASPIRE platform?  In this session, you’ll learn about the features and benefits of the valuable ASPIRE modules and integrations.

 

ASPIRE Admin Training for System User Part 2

  • In this session, users will be taken through all of the configuration options available in ASPIRE.  Whether you are a new user or an experienced system administrator this session will benefit you.

LeasePlus Best Case Practices

  • This session will provide tips and advice on how to use LeasePlus to achieve maximum results. Practical use application on a variety of topics will demonstrated and some newer functionality that might have gone unnoticed will be highlighted.

BankFunding

  • Syndications are a part of all lenders tool sets.  In this session, users will learn the capabilities within ASPIRE to Sell, Assign and Participate contracts to/with other lending partners.

Portfolio Reconciliation

  • Know your Balance Sheet. Tips and Tricks to assist with your ASPIRE portfolio reconciliation.

 

ASPIRE Beginner User Part 1

  • How do I…?  In this session, users will be taken through some of the more basic ASPIRE functions that will include initial origination through credit, documentation, booking, invoicing, and cash receipts.

Integrating with ASPIRE (API)

  • Seamlessly integrate your originations with ASPIRE. In this session, we will explore the use of the ASPIRE API and how data can be effortlessly transferred to and from ASPIRE.

MS Dynamics Great Plains

  • Introduction to MS Dynamics Great Plains. This session is designed for new or novice users the Great Plains general ledger and accounts payable systems and will review systems usages and functions.

ASPIRE Beginner User Part 2 Advanced

  • How do I…?  In this session, users will be taken through some of the advanced ASPIRE functions that will include contract modifications, asset disposals, and terminations.

Let’s Dig into the Customer Portal

  • Knowledge is POWER!  In this session we will review the capabilities and configuration requirements for the new ASPIRE Customer Portal.

User Set Up & Security

  • Ensuring effective system access while maintaining segregation of duties is a must for a successful compliance audit. In this session, we will explore the options available when configuring new users in ASPIRE and the associated security settings and reporting that is available.