1. Who said this? When? What sounds relevant?
“The dogmas of the quiet past, are inadequate to the stormy present. The occasion is piled high with difficulty, and we must rise -- with the occasion. As our case is new, so we must think anew, and act anew. We must disenthrall ourselves, and then we shall save our country.”

2. Learning from Tomorrow
As our customer changes – so will…
Equipment Financing 2030 (i.e. tomorrow) – free?
____ and ____ the most effective and _______employees
Please let me entertain you as we learn how to manage our business better today in anticipation of tomorrow.

3. Twitter: iFiveAlliances
NEFA Funding Symposium
Learning From Tomorrow
October 5, 2017
Paul Terlemezian
Twitter: iFiveAlliances

4. Remember the Post Office
Stand if you have received a notice to pay a bill online
Raise your right arm if you have paid a bill for free online
Raise your left arm if you have received an online notification that your payment was received
Clap your hands if you have received funds electronically

5. If you really want to learn…
Identify three actions inspired by our conversation today that you will:
Describe to a child
Share with a co-worker not present
Describe to a friend that works for another organization
Please let me know when you have done this by sending me an .

6. Please teach me about Equipment Financing….
What are the Industry Trends (Processes, Tools, Best Practices)
How big is the Industry? (Revenues, People, Companies?)
Who are your customers? (people, large, small, government)
Why does your industry exist?

7. Software is “eating the world”
2011 Marc Andreesen 2001 Caliber 1989 DEC Chris Anderson – 2009 “Free” – Sooner or Later.. Will Equipment Financing have to compete with Free? Do you want it to? What fears do you have? What would your business look like? Who can help you?

8. “Knowledge will be currency”
Peter Drucker
“Knowledge will be currency”
Chair –
Desk –
Computer –
Data –
Knowledge -

9. The Autonomous Vehicle
Will this be the norm?
Do you want it to be?
What will this mean to automobile dealerships?

10. IoT – Internet of Things
It’s all about data Everything as a service Sharing electricity, water, - what else? And… Assurance vs. Insurance Automobile Home Life

11. NEFA 2030?
“As our case is new, so we must think anew, and act anew.”

12. Six Thinking Tools Blue Ocean Business Model Generation
Technology Mindset
Minimal Viable Product
Simplicity
Accountable Learning Organization - ALOSM
Copyright 2016 iFive Alliances, LLC

13. How do we validate Trends?
“We must disenthrall ourselves, and then we shall save our country.”
Focus on the desired business outcomes of the customer.
Drucker -
Disengage emotionally (disenthrall) from “the way we have always done things.”
“Leapfrogging” – Soren Kaplan (Listen, Experience, Action, Persist, Surprise)
Learn from parallel universes.
Open Minds –
“*You cannot cross the goal line with one foot remaining on first base”
“Risky is the New Safe” – Randy Gage (Curious, Discipline, Discern, Contrary)
*Paul Terlemezian – quite often beginning in 2016

14. The Jigsaw Puzzle Metaphor
No picture
No boundaries
No pieces
Back to the Future?
Hunter Gatherer? = the employee of the future?

15. Paul Terlemezian, Founder of iFive Alliances, LLC – June 30, 2003
Summary Background
Paul Terlemezian, Founder of iFive Alliances, LLC – June 30, 2003
2008 President ASTD Atlanta, 2009 Board of Directors
Technology Association of Georgia Leadership Council, 2008 – present (Chair 2010)
TAG WorkPlace Learning Society Founder and Chair– present
Association of Strategic Alliance Professionals President Southeast Chapter
Guest Speaker (Atlanta IT Alliance, Institute of Management Consultants, Vistage, Managing Your Business as an Asset (TAG) , C-Level Enterprises, Training Industry Supplier Summit, BrainTrust, LearnTrends, IMPAX Summit, Many others and now…..NEFA 2017!)
DEC, IBM (Catapult Division), KnowledgeWare (Sterling Software), Caliber, Media1st, iLearning
Drucker Society of Georgia – 2010
Georgia LEARNSsm ( ) – Leveraging Every Available Resource Non-Stop, Founder

16. Sources
ets_more_complex_6_rules_to_simplify
s/congress.htm
eworkersandtraining
generation