American Financial Services Association

2021 Independents Conference & Expo

May 24 - 27, 2021

Marriott Harbor Beach Resort & Spa | Ft. Lauderdale, Florida

2021 Independents Conference & Expo

May 24 - 27, 2021

Marriott Harbor Beach Resort & Spa | Ft. Lauderdale, Florida
Hit Florida’s Gold Coast with AFSA Independent Members for a content-rich experience, thought-provoking discussions on issues affecting the industry … and a little fun in the sun.


AFSA is pleased to announce that the 2021 Independents Conference & Expo will be held May 24 – 27, 2021 at the beautiful Marriott Harbor Beach in Ft. Lauderdale, Florida.

The conference runs from Monday, May 24 through Thursday, May 27. Committees, Boards and PAC events begin Monday, May 24. The Full Conference opens Tuesday, May 25.

Each day will feature fast-paced and informative keynotes sessions, engaging committee meetings, and engaging networking opportunities.

  • Explore  business strategies and insights industry leaders and colleagues.
  • Participate  in thought–provoking keynotes, panels and committee meetings.
  • Network  with attendees, on the beautiful beaches of Florida’s Gold Coast.

For a lot of us, the Independents Conference & Expo will be the first trip we’ve taken in a while, so AFSA is working to make it safe, with some added special events and fun activities! The Marriott has also worked hard to create a safe environment through it’s Commitment to Clean.

AFSA Registration Rates

Prefer paper? Download the PDF Registration form.

AFSA Member Main Registration: $1,350  |  AFSA Committee & Board Members: $975. |  Non-Member: $2,350

Featured Speakers

Conference Schedule

12:30 p.m. – 5:00 p.m. | AFSA Registration Center is Open


1:00 p.m. – 5:00 p.m. | Law Committee


3:00 p.m. – 4:00 p.m. | Independents Section Board


4:00 p.m. – 5:00 p.m. | Business Partner Board


6:00 p.m. – 9:00 p.m. | AFSAPAC Event
7:30 a.m. – 6:00 p.m. | AFSA Registration Center is Open


8:00 a.m. – 10:30 a.m. | Independent Auto Finance Executive Group Breakfast & Meeting


9:00 a.m. – 10:00 a.m. | Leadership Development Program Steering Committee


10:00 a.m. – 11:00 a.m. | The EDGE Advisory Board


11:00 a.m. – 12:30 p.m. | AFSA Education Foundation Board Lunch & Meeting


11:00 a.m. – 3:15 p.m. | Law Committee


12:30 p.m. – 1:45 p.m. | AFSA Executive Committee Lunch & Meeting


2:00 p.m. – 3:30 p.m. | AFSA Board of Directors


4:00 p.m. – 5:00 p.m. | Women’s Leadership Council


6:00 p.m. – 7:00 p.m. | Welcome Reception with Exhibitors

Join your fellow attendees for drinks and apps with our Business Partners in the Expo Hall.

7:00 p.m. – 9:00 p.m. | Welcome Dinner & AFSAPAC Auction

We’ve missed you! Kick off your 2021 AFSA Independents Conference & Expo with a delicious dinner and action-packed auction to benefit the AFSAPAC.

8:00 a.m. – 4:00 p.m. | AFSA Registration Center is Open


8:00 a.m. – 10:00 a.m. | State Government Affairs Committee


8:30 a.m. – 10:30 a.m. | Breakfast with Exhibitors

Good morning and welcome to the first full day of the conference – enjoy breakfast with our exhibitors.

9:30 a.m. – 10:30 a.m. | Committee Meetings
  • Independent Accounting Committee
  • Marketing & Communications Networking Group
  • Human Resources Networking Group


10:30 a.m. – 11:45 a.m. | Opening General Session & Keynote

Join AFSA President & CEO Bill Himpler, Independents Section Chairman R.E. Everette and AFSA Chairman Tom Hudgins as they welcome everyone to the conference and discuss key issues facing the industry. Their talk will be followed by a keynote address with one of the most storied reporters in the nation, Charlie Gasparino, Senior Correspondent with Fox Business News


11:45 a.m. – 12:45 p.m. | Lunch with Exhibitors

Take ab break and grab some grub with in our Expo Hall.

12:45 p.m. – 1:30 p.m. | General Session: Capitol & State Briefing

AFSA Senior Vice Presidents Danielle Fagre Arlowe and Celia Winslow discuss the current state of play in Washington and around the nation.


1:30 p.m. – 2:15 p.m. | Concurrent Breakout Sessions
  • Rev Up Your Results with RSM Insights: RSM will present the results of its annual financial performance survey for AFSA Independents and other independently held finance companies across the United States. The results will include current trends for growth, funding, leverage, profitability, income, and expenses. RSM consultants can help you identify potential areas for improved profitability for your company based on the survey results.
2:15 p.m. – 3:00 p.m. | General Session


2:30 p.m. – 5:30 p.m. | Fun in the Sun


6:00 p.m. – 7:00 p.m. | Reception with Exhibitors


8:00 a.m. – 2:00 p.m. | AFSA Registration Center is Open


8:00 a.m. – 9:00 a.m. | Operations Networking Group Breakfast & Meeting


8:00 a.m. – 9:00 a.m. | Breakfast with Exhibitors

Welcome back!

9:00 a.m. – 9:45 a.m. | Concurrent Breakout Sessions


10:00 a.m. – 10:45 a.m. | Concurrent Breakout Sessions


10:45 a.m. – 11:15 a.m. | Refreshment Break


11:15 a.m. – 12:00 p.m. | Insights on the CFPB Task Force on Consumer Credit

In January of 2020, L. Jean Noonan Jean, Partner with Hudson Cook was appointed to serve for one year as a member of the Consumer Financial Protection Bureau’s Taskforce on Federal Consumer Financial Law. She is also currently on the Governing Committee for the Conference on Consumer Finance Law. In this presentation, she will give attendees insights from both experiences.


12:00 p.m. – 1:00 p.m. | Champions Club Presentations & AFSAPAC Drawing

Hear from the AFSA Education Foundation and recognize your colleagues during the Outstanding Employee and Outstanding Independents Awards. Then, stick around to be inspired by three-time All-American wrestler Anthony Robles. Robles won the 2010-11 NCAA wrestling championship in the 125-pound weight class despite being born with only one leg, was a recipient of ESPN’s Jimmy V Perseverance Award and is the subject of an upcoming film about his life.

1:00 p.m. – 2:00 p.m. | Outdoor Networking Luncheon


2:30 p.m. – 5:30 p.m. | Fun in the Sun


6:00 p.m. – 7:30 p.m. | Closing Reception


Hotel / Travel

Marriott Harbor Beach Resort & Spa
3030 Holiday Dr.
Fort Lauderdale, FL 33316

Breathe in the crisp ocean air and immerse yourself in the warmth of the Sunshine State at the Fort Lauderdale Marriott Harbor Beach Resort & Spa. Situated along a quarter-mile of private beach, the hotel provides tropical tranquility while also offering easy access to Fort Lauderdale Airport.


The deadline to register at the special AFSA rate is Monday, May 3. Please contact the hotel directly to reserve your guest room at the discounted AFSA rate of $219 + plus tax, single or double occupancy and a discounted resort fee of $10. For Reservations: Click here or call 1-800-222-6543

  • Resort-wide high-speed wireless internet access, including Guest rooms, public space, meeting space, and restaurant outlets
  • Two (2) beach chairs per day
  • Two (2) resort Welcome Beverages per stay
  • Two (2) fitness classes per day (visit the Spa for class schedule. Reservations required)
  • $25 discount off any spa treatment excluding hair and nail services
  • 90 minutes tennis court use, includes rackets and balls, per day
  • One hour use of beach games daily (Giant Jenga, Connect 4, Bocce Ball, Horse Shoes)

You must mention you are with AFSA to receive this special room rate. The room block always fills up before the registration deadline so call as soon as possible to ensure availability. Hotel reservations at the discounted AFSA rate are only available to AFSA conference registered attendees. The hotel will move your room outside the AFSA block and back to the prevailing room rate at the hotel if you are not registered for this meeting.

Ground Transportation from Ft. Lauderdale International (FLL) Airport

Fort Lauderdale International Airport is located approximately 20 minutes from the Hotel. The cost of an UBERblack from the airport to the hotel is $25-$34; an UBERx ranges from $11-$15. Taxicabs are also readily available ranging from $22-$26. Town cars can also be arranged by contacting the hotel concierge in advance for approximately $85.

If you are interested in renting a car, AFSA is happy to announce a partnership with Enterprise Rent-A-Car Company that gives members a 10% discount on rental cars. For reservations, go to and enter 16AH072 for the discount corporate code.

Parking is $29 for self parking or $37 for Valet per night if you choose to rent a car.



Diamond Sponsors

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Expo Hall

ACI Worldwide
Booth #1

Location: Elkhorn, NE
Contact: Darcy Locke | Principal New Business Development Executive
Phone: (502) 648-2353

ACI unrivaled leader in the billing and payments space, the ACI Speedpay solution is proven to drive efficiency and increase collections.

Allied Business Systems, LLC
Booth #22

Location: Macon, GA
Contact: Miranda Price | Director, Business Development
Phone: (478) 461-0863

Allied Business Systems (ABS) offers loan origination and loan management software with the options and customizability to meet the needs of virtually any type of business.

Allied Solutions / Securian Financial Group, Inc.
Booth #9

Location: Carmel, IN
Contact: Suzi Straffon | Director, Finance Company Markets | Sales Development
Phone: (313) 410-6523

There is power in partnership. Allied Solutions and Securian Financial partner to provide relevant, compliant solutions for consumer and auto finance companies.

Booth #10

Location: Bollingbrook, IL
Contact: Greg Hamby | Sr. Director, Business Development
Phone: (601) 898-8714

Amsive is a full-service data-centric, omnichannel, marketing services agency.

AUL Corp
Booth #8

Location: Napa, CA
Contact: Bryan Nieves | Vice President, National Accounts
Phone: (800) 826-3207

AUL Corp. offers a full suite of industry leading F&I products. AUL’s mission is to be the premier F&I provider in America by any quantifiable measurement of business activity.

CDYNE Corporation
Booth #21

Location: Chesapeake, VA
Contact: Greg Corbett | Senior, Vice President
Phone: (757) 774-2074

SMS (Text) Platform for financial services, reminders etc.

Crypton Mobile
Booth #11

Location: Augusta, GA
Contact: Woody Kaminer | Business Development
Phone: (706) 945-4611


Element Fleet Management Remarketing Services
Booth #20

Location: Hoffman Estates, IL
Contact: Jay Watson | Vice President, Sales
Phone: (248) 904-9468

Remarketing repossessed vehicles can be a complicated and time-consuming process. With Element Advantage, the entire process is designed to obtain higher returns and shorten cycle time.

Booth #24

Location: Jacksonville, FL
Contact: Mike Ferris | Senior Vice President, Credit Protection
Phone: (904) 638-7502

From traditional credit protection insurance to innovative, lender-placed programs, our suite of products safeguard you and your customers from unexpected circumstances. Products include: Credit Life, Credit Disability, Credit Involuntary Unemployment, Credit Property & Auto, Accidental Death & Dismemberment, Motor Club, and Non-recording / Non-file.

GOLDPoint Systems
Booth #4

Location: Provo, UT
Contact: Glen Twede | Vice President”
Phone: (801) 361-9258

Lending software for direct and indirect lenders that covers the entire spectrum of the lending process—loan origination, loan servicing, accounting.

IM Group Marketing
Booth #29

Location: West Deptford, NJ
Contact: Seth Manley | Director, Business Development
Phone: (843) 408-5777

IM Group Marketing is a direct marketing agency dedicated to the financial services industry, offering a wide range of marketing, information, management, and production solutions.

Booth #30

Location: New York, NY
Contact: Jack Levant | Vice President
Phone: (972) 54-6493641

Lightico digitally transforms the connections between businesses and their customers by enabling them to instantly collect customer documents, eSignatures, payments, and verify ID in real-time, straight from customers cell phones.

Megasys, Inc.
Booth #14

Location: Orange, CA
Contact: Diana Moreau | Manager, Sales
Phone: (800) 927-4490

Megasys is the leading provider of complete loan Originations & Servicing systems. Our total Omega system solution includes loan originations, loan servicing, collections, reporting, and document storage. Our integrated package is tied to our own sophisticated and user-friendly General Ledger and Accounts Payable systems.

Booth #23

Location: Austin, TX
Contact: Ben Stites | Director, Business Development
Phone: (972) 408-7267

Prepaid and Debit card solutions that provide customers with real-time loan funding and account benefits.

Park National Bank
Booth #12

Location: Columbus, OH
Contact: Jack Arthur | Vice President
Phone: (740) 372-3013

Park National Bank provides revolving lines of credit to consumer finance companies from $5-40 million, with an ability to arrange larger facilities.

Booth #13

Location: Charlotte, NC
Contact: Doug Reynolds | Director, Regional Sales
Phone: (760) 445-2331

From captives to FI’s to servicers, Paymentus provides electronic customer bill payment and e-bill solutions specifically tailored to your needs. In addition to providing web, mobile, IVR and CSR payment options, Paymentus provides communication tools that allow you to influence your customers to pay sooner.

Booth #25

Location: Jacksonville, FL
Contact: Rob Mengarelli | Vice President, Sales
Phone: (240) 361-1609

PaymentVison empowers your business to accept auto finance payments online, over the phone, in-person, branded mobile app, and by text message.  Our payment processing solutions offers you the flexibility of accepting credit and debit cards, cash, check or ACH payments.

Booth #19

Location: Atlanta, GA
Contact: Susan Perlmutter | Chief Revenue Officer
Phone: (817) 439-6215

REPAY is an electronic payments company that offers card and ACH processing, a consumer-facing mobile app, and online bill pay with web, text, and IVR capabilities.

Secure Title Administration
Booth #15

Location: Duluth, GA
Contact: Michael Samaan | Director, National Sales
Phone: (866) 742-1466

Secure Title Administration provides title administration services for both paper and ELT, allowing lenders to outsource time consuming tasks while maintaining transparent control of their titles. Our dedicated staff maintains process excellence throughout the title life while ensuring all regulatory and legislative requirements are met.

SecureClose, LLC
Booth #17

Location: Mesa, AZ
Contact: Ace Christian | CEO
Phone: (770) 856-0893

SecureClose is a technology provider that assists banks, lenders and finance companies in the automation and process of electronic chattel paper-(ECP). Our technology secures the creation and the secured assignment of ECP, in our compliant easy to use control environment.  Our digitized automated processes prevent fraud, fills compliance gaps and meets all required regulations with our transaction validation software.

Solutions by Text
Booth #2

Location: Dallas, TX
Contact: Danny Cantrell | CEO & Founder
Phone: (214) 716-2558

Solutions by Text (SBT) delivers critical information in an SMS format Worldwide. SBT developed proprietary software designated to adhere to regulations within the mobile phone industry.

State National Companies
Booth #16

Location: Bedford, TX
Contact: Mark Baltuska | Vice President, Finance Company Markets
Phone: (817) 727-7316

State National has specialized in insurance tracking for 46+ years. Our solutions minimize effort, maximize transparency, and reduce charge-offs—while delivering more in claim dollars.


Vergent LMS
Booth #6

Location: Ridgeland, MS
Contact: Heather Slyman | Vice President
Phone: (636) 498-1334

Vergent LMS offers the most comprehensive end-to-end, origination and servicing software on the market. Offer Any Loan, Any Time, Anywhere.