At Equify Financial, our people are the foundation of everything we do. Every year in Fort Worth, Texas, VisionCast unites employees from across the country for an all-hands gathering focused on reflection, collaboration, and alignment with the company’s mission and goals. Far from being a routine corporate meeting, VisionCast is a unique opportunity to foster connection, celebrate accomplishments, and shape the future of Equify Financial.
Why VisionCast Matters
At its core, VisionCast is about ensuring clarity and alignment. It provides a comprehensive view of the company’s progress, challenges, and opportunities, ensuring every employee—regardless of role or location—has a clear understanding of where Equify is headed and how everyone contributes to its success.
CEO Pat Hoiby anchors the event with a ‘Year in Review’, which provides an honest and transparent reflection on the company’s trajectory. This presentation covers key metrics, industry trends, and strategic priorities for the coming year. In addition, department leaders share tailored insights from their respective areas, ensuring the entire team is informed on developments across divisions like equipment leasing, credit and underwriting, and advisory services.
Building a Unique Company Culture
What sets Equify Financial apart is not just our expertise in equipment financing—it’s our distinct company culture. Built on trust, accountability, and collaboration, our culture fosters an environment where every team member feels valued and empowered. VisionCast strengthens these bonds, providing an opportunity to connect with colleagues from all walks and share in the collective mission that unites us.
The in-person gathering fosters open dialogue and idea-sharing, strengthening connections across teams and departments. It’s an opportunity to reflect on our shared values—integrity, innovation, and collaboration—and ensure everyone is aligned with our core mission. This shared understanding forms the bedrock of our success and is what makes Equify truly unique.
Living Our Core Values
Equify Financial’s core values aren’t just words on a page—they are at the heart of everything we do. VisionCast serves as a reminder that we are more than just a team of colleagues; we are a group of individuals driven by a common purpose. Each year, VisionCast ensures we continue to live by our values in everything we do.
During this annual gathering, we take the time to evaluate our progress and ensure that every decision we make reflects the principles we hold: engagement, integrity, listening, passion, and service. It’s not just about looking back at what we’ve accomplished but about holding ourselves accountable to the standards that define who we are, how we operate, and the company culture we strive to maintain. VisionCast challenges us to stay true to our mission while continuously improving how we serve our customers and communities.
By bringing the entire company together, VisionCast reinforces our collective responsibility to live out these values in every interaction. Department updates and leadership insights provide transparency and ensure alignment across teams, while open discussions encourage collaboration and the sharing of new ideas. Whether it’s celebrating moments of integrity, showcasing innovative solutions, or recognizing employees who embody service, VisionCast is a vital reminder of why our values matter and how they shape our success. It’s a commitment to never losing sight of what drives us forward—our people, our customers, and the principles that guide every decision we make.
Celebrating Excellence
VisionCast is also a time to recognize the contributions of employees who exemplify our core values. We present awards to team members who go above and beyond in embodying our culture and driving the company forward. These moments of recognition inspire others to strive for excellence and ensure the values we cherish are always at the forefront of our work.
Impacting Clients and Partners
The unique company culture fostered at VisionCast has a ripple effect that extends to our clients and partners. When our team is united, motivated, and aligned with our mission, it translates into better service, smarter solutions, and a deeper understanding of our clients’ needs. Our values guide us in our relationships with clients and referral partners, ensuring every interaction reflects the trust, integrity, and innovation that define Equify Financial.
Looking Ahead
As we look to the future, the lessons learned and relationships strengthened during VisionCast will continue to guide our growth. We’re not just focused on financial success—we’re committed to creating a company culture of trust, collaboration, and innovation that supports our mission and drives long-term value for our clients and partners. By staying true to our core values, we will continue to grow as a company and build stronger, more meaningful relationships with everyone we serve.
