Equipment Leasing and Finance Association - Equiping Business for Success

57th Annual Convention

October 14, 2018 - October 16, 2018

JW Marriott Phoenix Desert Ridge Resort
Phoenix, AZ


Registration Fees

Price Description Amount
1st Person Attendee - Member $1885.00
1st Time Attending Convention - Additional Exh $1190.00
Additional Attendee - Member $1640.00
Additional Exhibitor - Member $1640.00
ETAC Committee Member $1190.00
First Time Attending the Annual Convention $1190.00
Non Member - Each person $3770.00
Non Member Additional Exhibitor $1640.00
Spouse Pkg1 - All Activities $750.00
Spouse Pkg2 + Mon Event $525.00
Spouse Pkg2 + Tuesday Event $575.00
Spouse Pkg2 - Evening Events Only $300.00
Spouse Pkg3 + Mon - Desert Botanical Garden $225.00
Spouse Pkg3 - Mon &Tues Spouse Activities $500.00
Spouse Pkg3 - Tuesday - Wine Bottling $275.00

View cancellation and other policies

Available Functions

  Special Dietary Requests
Sunday - October 14
8:00 am - 1:00 pm
  Jim McGrane Charity Bike Ride
  Golf Tournament - Men and Women
$250.00
8:30 am - 12:00 pm
  Lending a Hand to Arizona Helping Hands - Community Service Project
9:00 am - 1:00 pm
  Tennis Tournament - Men and Women
$100.00
1:00 pm - 2:30 pm
  Pickleball Tournament
2:00 pm - 4:00 pm
  Build a Bed - Community Service Project
4:30 pm - 5:30 pm
  New Member and Leadership Reception
5:00 pm - 6:00 pm
  Women’s Council Reception
Monday - October 15
4:30 pm - 5:30 pm
  International and Former Director's Reception
Tuesday - October 16
12:45 pm - 2:30 pm
  Captive & Vendor Finance Business Council Luncheon
  Financial Institutions Business Council Steering Committee Luncheon
  Middle Market, Independent Business Council Steering Committee Luncheon
  Service Provider Business Council Luncheon
  Small Ticket Business Council Steering Committee Luncheon

Speakers

Martha Ahlers

President
United Leasing & Finance



Arthur Anhalt

VP, Information Technology
CWB National Leasing Inc.


Arthur is a long-time veteran of CWB National Leasing. After joining the company in 1989 as a senior analyst/developer, he proved instrumental in designing and developing early versions of the company’s leasing software. During the late 1990s, Arthur formulated a multi-year strategy to transition the company from the previous minicomputer/terminal computing model to the modern world of PC-based computing.
 
During his leadership of IT, technology has become a key component of CWB National Leasing’s business strategy. The company has an excellent track record for internal software development, which has garnered a number of software awards, including ELFA’s Operations and Technology Excellence Award in 2003, 2016, and 2018, as well as a Microsoft’s Product Award for the FastCredit system in conjunction with a development partner.
 
Prior to joining CWB National Leasing, Arthur was employed in a number of roles at several consulting and system vendor companies. This included a five-year position as Project Lead on a manufacturing software implementation for the Winnipeg operations of a major international food packaging company.
Arthur has been active in many charitable and volunteer organizations over the years, as well as being actively involved in community activities. He’s also a major supporter of several local and international charitable organizations.

Matthew Bain

Learning Consultant
DLL


Matthew Bain works in conjunction with the DLL global learning team and is responsible for all learning strategy and implementation in the Americas region for DLL.   
 
Previous to this role Matthew held various HR and training roles.
 
Matthew is a graduate of the University of Scranton and holds a Master's degree in human resources administration.

Laurie Bakke

President
Western Equipment Finance, Inc.


Laurie Bakke has been actively involved in the leasing and finance industry for over 25 years with primary focus on the small ticket and middle market segments within vendor and direct platforms. Experience includes national and international relationships and transactions. Throughout her career, Ms. Bakke has served on the Board of Directors for the Equipment Leasing & Finance Association, the Board of Directors for NordFinance, Inc. and the Board of Directors for Western State Bank.

Ms. Bakke is currently the president of Western Equipment Finance, a subsidiary of Western State Bank. In her capacity at Western, Ms. Bakke is responsible for the leadership, strategic direction, financial performance and business and operational development of the organization.

Prior to joining Western Equipment Finance, Ms. Bakke was vice president of the vendor finance division for Huntington Equipment Finance. Responsible for all aspects of its national vendor division, Ms. Bakke created the national platform, developed and implemented its strategic and financial plan and provided operational oversight. The vendor division expanded Huntington’s regional presence to national presence.

Prior to joining Huntington Equipment Finance, Ms. Bakke served as executive vice president of Irwin Commercial Finance, Inc., responsible for the United States operation. Prior to Irwin Commercial Finance Ms. Bakke was president of NordFinance, the United States subsidiary of NordBanken, AB.

Ms. Bakke resides in Bellevue, WA and Devils Lake, ND. She was actively involved as Treasurer for the Leukemia & Lymphoma Society, Washington/Alaska Chapters where she recently concluded her Board of Trustee term.

Randa Barsoum

Partner
PricewaterhouseCoopers LLP


Randa Barsoum is a tax partner with PricewaterhouseCoopers located in New York. Randa has over 19 years of experience advising clients in both financial and non-financial industries.  Throughout her career Randa has advised clients with U.S. based and non-U.S. based financial service companies in the areas of tax planning, income tax accounting, like-kind exchange (LKE), Tax Depreciation Services (TDS), global information reporting and FATCA.
 
Randa is one of the founding members of PwC’s LKE Services practice and for the last 15 years has focused on LKE Services for banking, captive finance, and real estate clients.  During her career, Randa has led many of PwC’s largest LKE implementations.  Randa has also led implementations of TDS for several equipment leasing clients.
 
Randa is a member of the Equipment Leasing Finance Association (ELFA).  She has a Master of Science in Accounting degree from Binghamton State University of New York and is a CPA in the states of New York and California.  She is also a member of the AICPA.

Paul Bent

Senior Managing Director
The Alta Group LLC


Paul Bent is a seasoned equipment leasing executive who currently serves as senior managing director of The Alta Group and manager of its Legal Services practice. With several decades of experience as an investment banker, equipment leasing CEO, and transaction attorney, Paul has participated in all facets of leasing and corporate financing. He provides Alta clients with insight and advice in assessing both strategic and tactical business plans and alternatives, developing and implementing leasing transactions and structures, reviewing business and documentation practices, and analyzing asset-based financing alternatives.
 
He serves as an industry and testifying expert in legal matters involving equipment leasing and financing, transaction structuring, and contract interpretation; and he provides services as a neutral arbitrator and facilitator in difficult disputes over leasing and corporate finance, with emphasis on maintaining relationships and avoiding litigation.  He earned his A.B. from UCLA, with highest departmental honors in mathematics and computer science, and his J.D. from Southwestern Law School, where he was an Associate Editor of the Southwestern University Law Review.
 
Based in Long Beach, California, Paul has direct and hands-on experience in developing, arranging, facilitating, managing, negotiating and closing leases, structured corporate financings, and related business transactions. As an investment banker and a transaction attorney, he has analyzed, negotiated and participated in hundreds of transactions for clients throughout the world. In addition to serving with The Alta Group, he is the founder, president and general counsel of GoodSmith & Co., Incorporated, a corporate financial services firm specializing in large-ticket leasing, leveraged leasing, and asset-based corporate financing.
 
In addition to his work in leasing, Paul is a professional singer.  He has sung for nine years with the Los Angeles Master Chorale and performs with the Long Beach Camerata Singers.  His voice can be heard on many movie and video game soundtracks, including "World of Warcraft."

Linda Bernardi

Keynote Speaker
Leading Authorities


A leading technologist, entrepreneur, and disruptive thinker, Linda is widely regarded for helping transform the IoT and big data analytics landscape. As the former chief innovation officer at IBM for IoT and Cloud, her focus was integrating Watson’s cognitive capabilities into the IoT and new product offerings, enabling IBM’s Fortune 100 customers to introduce IoT, AI, and cognitive capabilities into their operations and thrive in the hyper-connected world.

She is also the former EVP, chief product and strategy officer at Element AI, where she was responsible for product development, strategy, architecture, academic, research, and innovation programs. As co-author of “The Inversion Factor” – a 2018 Axiom Business Book Award winner – she discusses the mindset shift in enterprises from a product-first to needs-first mentality and provides a blueprint for businesses making the transition to inversion.


Andrew Blacklock

Senior Director, Strategy and Business Operations
Cisco Systems Capital Corporation


Andrew Blacklock is Director of Strategy & Business Operations of Cisco Systems Capital Corporation, a wholly owned subsidiary of Cisco Systems, Inc., where he is Chief of Staff to the President of Cisco Capital responsible for strategy, program management and business operations.  Cisco Capital is focused on delivering premier solutions in Technology Financing, Channel Financing, and Cisco Certified Pre-Owned Equipment. Cisco Capital has over $9 Billion in assets and provides technology financing in over 100 countries and channel financing in over 150 countries.
 
Prior to his current position, Andrew has held leadership roles within Structured Finance, Pricing, Portfolio Management, Credit Operations and most recently was responsible for financial product development.  In this role, Andrew was responsible developing financial products designed to support the acquisition of Cisco Solutions.
 
Andrew joined Cisco Capital from Lucent Technologies, Inc. in 1999. As Director, Customer Financing, he was responsible for structuring and negotiating financing structures for emerging wireline and wireless customers in the United States and Canada.  Before his role as Director, Customer Financing, Andrew held various roles within the treasury organization at Lucent Technologies and AT&T Network Systems finance organization.
 
Andrew holds a Bachelor of Arts in History from Michigan State University and a Master of International Management from Thunderbird School of Global Management in Arizona.

John Bober

Managing Member
IXL Lease Advisory, LLC


John chairs the accounting and reporting committee of the Equipment Leasing and Finance Association (ELFA) and was the 2014 recipient of the ELFA’s Distinguished Service Award. As the managing member at IXL Lease Advisory, LLC, John specializes in lease accounting and financial reporting. He is as senior consultant to Ernst & Young LLP.
 
John recently retired after a 23-year career with GE Capital, where he primarily focused on vendor finance arrangements and the leasing of equipment as well as managing all aspects of General Electric Company’s Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) lease accounting project. He has been active in the accounting standards setting process, having served on both the Emerging Issues Task Force and the Accounting Standards Executive Committee working groups. John was a member of the joint FASB and IASB international working group on lease accounting. Active in Financial Executives International, he is the past chair of their leases working group.  
 
John joined GE Capital in 1995 and held various positions in finance, risk and general management within GE Capital and GE Energy Financial Services. He managed the group within GE Energy Financial Services responsible for the analysis of economic returns from equity and debt investments, project financings, partnerships and large ticket leases, including lease pricing.  Prior to joining GE in 1995, John was a partner with an international accounting firm, based in both Jakarta, Indonesia and New York. He frequently speaks at industry conferences on matters related to current developments in finance and accounting.  
 
John has a BA in History from Tulane University. He is also an MPA from the University of Texas at Austin and is a member of the Department of Accounting Advisory Council and a past member of the McCombs School of Business BBA-MPA Alumni Advisory Board.
 
          

Robert Boyer, CLFP

President
BB&T Commercial Equipment Capital Corp.


 
Robert L. Boyer is the President of BB&T Commercial Equipment Capital Corp., a wholly owned subsidiary of Branch Banking and Trust Company (BB&T). He is responsible for developing and executing the strategic plan for the company. Since joining Susquehanna in 1998, Mr. Boyer has held positions of increasing responsibility including Sales Executive, Syndications Manager, Senior Vice President of Acquisitions and Syndications and Executive Vice President.
 
Mr. Boyer currently serves as director and Treasurer of the Equipment Leasing and Finance Association (ELFA) Board of Directors and is a member of its Executive Committee. Previously, he chaired the ELFA's Membership Committee and Small Ticket Business Council Steering Committee. He also serves as a director for the Certified Leasing and Finance Professional Foundation (CLFP).
 
Mr. Boyer has been working in the Equipment Finance Industry since 1995.
He has spoken on behalf of the Equipment Finance Industry and Susquehanna Commercial Finance at various events and interviews for published articles. He holds a bachelor's degree from LaSalle University.
 
 

Garland Brooks

Business Enablement & Sales Optimization
Dell Financial Services


Garland currently works as a Business Enablement & Sales Optimization Advisor for Dell Financial Services. He has 18 years of experience with finance and service based companies serving the automotive and technology industries. He is currently focused on driving business initiatives that foster change in the DFS technology practice, consolidate resources, create new tools and further automate workloads. He is also helping define the data strategy for how DFS leverages analytics to more effectively penetrate the market.
 
Working for ELFA member companies for the last eight years he decided to take a more active role in the ELFA by joining the ETAC in 2017 focused on the continued success of our industry.

Kathleen Canum

Vice President, Administration
Canon Financial Services, Inc.


As VP, Administration of Canon Financial Services, Kathy oversees Accounting, IT, Operations, Asset Management, General Affairs and Project Management.  She provides substantial strategic direction at the Mount Laurel, NJ based subsidiary of Canon USA to ensure a strong foundation for the company’s future success. Her role also requires the communication of this vision to all levels of the company.  Her main objective is to strengthen the foundation of the CFS to meet future needs.  This foundation includes mentoring and coaching others to help them be the best they can be.   
Her unique expertise allows new software technologies to be adopted while maintaining effective internal controls.  Her experience includes M&A activities from due diligence to system conversions and change management.  In addition to her daily responsibilities, Kathy also created a program to promote women in leadership.  30% of CFS employees currently volunteer on 4 committees to assist in this endeavor and the membership is mixed between women and men.  
 
Kathy started her career in leasing over 20 years ago as an A/R Supervisor with First Fidelity Leasing.  Through her dedication to lifelong learning, she either received new responsibilities every two years or she added a new license or degree. She currently holds her CPA license and, over the years, has held her Series 7 and insurance licenses.  In her quest to learn, she also obtained her MBA from Wharton.

Diane Croessmann

Director
The Alta Group LLC


Diane joined Lenovo in 2008 as Managing Director of Lenovo WW Financial Services.   In 2016, her role expanded to include WW Device as a Service.   Prior to Lenovo, Diane worked for Xerox Corporation in various executive positions including VP North America Business Operations and Financing, where she managed leasing operations and supported the development of managed print solutions.      
 
With a concentration of experience in leasing and managed services, Diane was elected to serve on the Board of Directors for the Equipment Leasing and Financing Association (ELFA) in 2014.  During her term on the board, she led a task force on the transformation from traditional financing to managed solutions and continues to participate in worldwide panels on the topic.
 
She earned an accounting degree at Syracuse University and practiced as a CPA with Ernst & Young prior to starting her career in the leasing and financial services industry.

Shannon Detling

Director
PricewaterhouseCoopers LLP


Shannon is a director in PwC's Financial Markets practice with over 12 years of experience.

Shannon regularly assists clients in addressing complex accounting issues under US GAAP and IFRS on a number of topics including derivatives and hedging, leasing, foreign currency, fair value, lending, transfers of financial assets, consolidation, financing (liabilities and equity), and earnings per share.

Shannon advises clients on financing strategy and capital markets alternatives, financial risk management, and valuation. He also assists clients with the design, implementation, and integration of treasury systems, processes and controls.

Shannon worked for two years in PwC’s national office in the accounting services group on the financial instruments team.

Prior to joining PwC, Shannon worked on the staff of the Financial Accounting Standards Board.

Shannon graduated Magna Cum Laude from Brigham Young University with a Master's of Accountancy and Bachelor of Science in Accounting. Shannon is a Certified Public Accountant in New York.

Alexandra Dressman

Operations Process Manager
Huntington Equipment Finance


Lexie Dressman is the Operations Process Manager and an Assistant Vice President at Huntington Equipment Finance.  She has been a licensed attorney since 2011.  With Huntington since 2015, she was previously a Sales Coordinator on the Documentation Team.  Prior to joining the Equipment Leasing & Finance industry, Lexie served as a Public Defender for 3 1/2 years.  Active in the industry and her community, Lexie is currently on the ELFA's Emerging Talent Advisory Council, where she leads the Guidance Committee and recently helped establish the new "Ask a Leader" interview series.  She is also a member of the Cincinnati Art Museum Emerging Leaders Council and the Charities Guild of Northern Kentucky.  Lexie has her B.A. in History and Political Science from the University of Kentucky and her J.D. from the Northern Kentucky University Salmon P. Chase College of Law, where she was a Henry Clay Scholar.  She enjoys reading, traveling and, most importantly, spending time with her husband, 21-month old daughter and dog.

Raymond Ellingsen

Vice President of Syndication & Operations
Corcentric, LLC


Ray Ellingsen is an accomplished senior leader with 25+ years of business banking/lending, corporate finance and equipment finance solution experience.  Starting his career in commercial banking, his career path and passion revolve around providing clients with reliable and readily available sustainable capital financing solutions.  In his current position, Ray leads syndication funding operations for Corcentric Capital Equipment Solutions, LLC, a leading, nationally recognized provider of transportation fleet life-cycle asset management and financial solution offerings. In his current role with Corcentric (5 years), Ray has directed the development and implementation of a best-in-breed nationwide transportation finance funding network to support $1.0 billion in funded volume.  In addition, Ray serves on Corcentric's Strategic Business Counsel, contributing insight to furthering the evolution and successful application of Big Data conversion, analytical modeling and business intelligence utilization necessary to create sustainable strategic differentiation.  Prior to joining Corcentric, Ray enjoyed 13 years of increasing Operations and Finance responsibilities with Forsythe Technology Solutions, a leading national Information Technology infrastructure design management, consulting and financial solutions provider      

Jeffry Elliott, CLFP

Sr. Managing Director
Huntington Equipment Finance


Mr. Elliott is Senior Managing Director of Huntington Asset Finance (“HAF”) a division of The Huntington National Bank. HAF has five business units; Huntington Equipment Finance, Lender Finance, Huntington Technology Finance, Asset Based Lending & Huntington Public Capital®. Mr. Elliott leads Huntington Public Capital®, which focuses on lending to the municipal, university, school & hospital (“MUSH”) entities and more recently launched the Renewable Energy Finance group that focuses on solar, wind, battery and other renewable energy generation projects. Additionally, Mr. Elliott's role includes acting Head of Strategy & Corporate Development for the HAF. In that capacity, he has been responsible for product & marketing strategy, development of new products initiatives, mergers and acquisitions within the HAF. Responsibilities include development and implementation of business strategies to meet profitability & budget goals, portfolio risk management, corporate risk management & compliance, sales efforts, process improvements, hiring, credit decisioning, portfolio monitoring and operations.  
 
Mr. Elliott began his banking career with Security Pacific a Subsidiary of Bank of America in 1993 in the consumer finance division. Prior to Huntington, Mr. Elliott was Vice President with U.S. Bank as Manager of the Indirect Funding Group; he joined Huntington in 2001 as part of the newly established Huntington Equipment Finance Division.
 
Mr. Elliott specializes in analyzing equipment finance related financial contracts as it relates to wholesale lending activities or merger & acquisition transactions. He is an active participant in the syndication markets, both on the buy and sell side of equipment leasing and loan transactions.
 
Mr. Elliott holds a Bachelor of Science in Accounting and Finance from the Richard T. Farmer School of Business at Miami University in Oxford, Ohio and a Masters of Business Administration from the Williams College of Business at Xavier University in Cincinnati, Ohio.
 
Mr. Elliott is a Certified Lease Finance Professional (“CLFP”) and was formerly an active member of the CLP Board of Directors. Mr. Elliott was formerly involved with the Mid America Association of Equipment Lessors, where he served as Vice Chairman/Board of Director. Currently he is an active member of the Equipment Leasing & Finance Association. Mr. Elliott is the Chairman of the Equipment Leasing & Finance Foundation and the former Chairman of the Research Committee and a member of the Board of Trustees. Mr. Elliott is also a retired member of the Ohio High School Athletic Association as a High School Basketball & Football Official.
 
Mr. Elliott enjoys the pursuit of the culinary arts, wine appreciation and collecting and golf, where he is a member of Avon Oaks Country Club. He resides in Bay Village, Ohio with his wife and two children.

Christopher Enbom, CLFP

CEO & Chairman
AP Equipment Financing


Christopher A. Enbom is the founder and CEO of Allegiant Partners Incorporated, a direct funding source for middle-market "story" credits. Allegiant sources all of its business from third party sources. Mr. Enbom originally created the business idea, wrote the business plan, raised debt and equity capital and has overseen the company since its inception in 1998.
 
Mr. Enbom has spent fifteen years in the leasing industry, both in Japan and in the San Francisco Bay Area. Before founding Allegiant Partners, Mr. Enbom was a Managing Director in the Structured Finance/Leasing Group at CIBC World Markets structuring, marketing and closing "big ticket" leases. While working for ten years in the "big ticket" leasing arena, Mr. Enbom was directly responsible for closing numerous domestic U.S. and cross-border transactions worth several billion dollars.
 
Mr. Enbom is an active member of a number of industry associations. He currently serves as President of the National Equipment Finance Association (NEFA) as well as Chair of the Small Ticket Business Council Steering Committee for the Equipment Leasing and Finance Association (ELFA).
 
He holds a bachelor's degree from the University of California, Berkeley in Political Economy.
 
 

Brian Eschmann

President
Trans Lease, Inc.


Brian joined Trans Lease as President in March 2010 bringing more than 15 years of experience in financial services focused primarily on the transportation industry. Prior to joining Trans Lease, Brian was Vice President, Global Sales for PowerTrack, a division of U.S. Bancorp delivering an automated business-to-business payment solution that processed more than $20B in freight payments annually. Prior to U.S. Bancorp, Brian held numerous management positions within the financial services arm of Schneider National, including building a $100MM commercial lease portfolio of transportation equipment and managing three branch offices for Schneider Finance, a wholly-owned equipment leasing and finance company. Brian holds a BBA from St. Norbert College and an MBA from the University of Chicago Booth School of Business.

John Evans

Business Development Manager
Verdant Commercial Capital LLC


John Evans has worked in the equipment finance and leasing industry for over 35 years. He has held positions of progressing responsibility at Bank Boston, DeLage Landen and Bank of the West. At Bank of the West he was the equipment finance division head.
 
In June 2018, John joined Verdant Commercial Capital as manager of business development. Verdant Commercial Capital is a new independent equipment finance business focusing on vendor finance in construction, material handling, industrial, office products, energy efficiency and specialty vehicles.

Jacob Fahl

Opportunity Development Leader, Funding & Portfolio Services
Hitachi Capital America Corp.


Jacob is an Opportunity Development Leader for Hitachi Capital America Corp. offering equipment finance solutions for 3rd party relationships. Before that he held positions at U.S. Bank Equipment Finance in a similar service. Jacob has held leadership positions within his own community and comes from an athletic background playing college basketball at Southwest Minnesota State University in Marshall, MN where Jacob still resides today.

The development of a personal philosophy and pursuing objectives with love and discipline has allowed Jacob to achieve alignment with his personal and professional vision. A continuous learner who treats opportunities as an adventure, pushing past limits and allowing himself to fail. At the heart of leadership, Jacob believes it requires a simple approach; enabling the full potential of not only others, but yourself.


Dave Fate

President & CEO
Stonebriar Commercial Finance



Elizabeth Fella

Partner
Quarles & Brady LLP


Elizabeth Fella is a partner in internationally-known law firm, Quarles & Brady LLP, officing out of the Firm's Tucson, Arizona location.  Elizabeth practices in the Restructuring, Bankruptcy & Creditors' Rights Group. Honored five times among Thomson Reuters' Southwest Rising Stars, recognizing the top young lawyers in the region, she has represented lenders, borrowers, and trustees in Chapter 7, 11 and 13 bankruptcy litigation, chapter 11 plan confirmation litigation, lien avoidance actions, and non-dischargeability actions.  In addition, she has represented lending institutions and banks in bankruptcy and state court litigation against guarantors, as well as representing clients in bankruptcy appeals.

Andy Fishburn

VP, Federal Government Relations
Equipment Leasing and Finance Association


Andy Fishburn is the Vice President of Federal Government Relations for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector.

Mr. Fishburn joined ELFA in September 2012. He directs and operates all aspects of the association’s federal relations strategy and the engagement of members in political programs.

Fishburn has focused on legislative, financial and tax policy matters throughout his distinguished career within the Department of Treasury and the U.S. Congress. He served in legislative affairs positions and as senior advisor to four Secretaries of the Treasury, including as a Deputy Assistant Secretary under Secretaries John Snow and Henry Paulson. During 2010 and 2011, he served on the staff of the U.S. Senate Committee on Finance and worked for Sen. Max Baucus (D-Mont.) on tax policies such as bank taxation, tax administration, oversight of the IRS, tax extenders and small business tax issues. Most recently, he was the Director of Legislative and Intergovernmental Affairs at the U.S. Mint, acting as the Bureau’s lead legislative strategist and congressional liaison.

He has a B.S. in environmental studies from the University of Michigan and a Master of Public Affairs from Indiana University.

Pat Gaskins

Senior Vice President Capital Equipment Solutions
Corcentric, LLC


Patrick is responsible for growing and developing the Capital Equipment Solutions group, expanding its reach into the marketplace through the use of data driven solutions.
 
Patrick joined Corcentric in 2010 as Vice President of Sales and was promoted to Senior Vice President of Sales and Operations in 2016. Prior to that, he served as Vice President of Sales for First Fleet Corporation. He began his career in transportation with GE Capital TIP, where he held posts of increasing responsibility as Sales Representative, Regional Sales Manager, District Manager, and National Accounts Manager.
 
Patrick is a graduate of the University Of Miami, FL, with a bachelor of business administration degree in finance. He earned the Certified Transportation Professional designation from the National Private Truck Council. He is also a Commercial Pilot with Multi Engine and Instrument Ratings.  His office is in Coral Springs, FL.

Nathan Gibbons, CLFP

Chief Operating Officer
Innovation Finance USA LLC


Nate began his career in equipment leasing with First American Equipment Finance in 2006. As an early career professional, he attended the ELFA's Future Leasing Leaders Institute, which helped solidify his desire to become an effective and influential leader. In 2013 he was the recipient of the "Chairman's Award" (First American's highest honor) for excellence in character and leadership. In the same year he was also promoted to Vice President and helped develop and manage the company’s learning and professional development strategy.

Nate currently works for Innovation Finance where he is responsible for overseeing the operational strategy of the company. With an emphasis on emerging technologies and automation, his energy is focused on operational design that results in dramatic improvements to the customer experience.

Following his passion to help people reach their potential, he has served as Chair of the ELFA's Emerging Talent Advisory Council, and also serves on the Board of Directors for the Certified Lease & Finance Professional Foundation.

Nate resides in Webster, New York with his wife Keila and their two sons Noah and Micah.


Christopher Gigliotti

Managing Director
PricewaterhouseCoopers LLP


Chris Gigliotti is a Managing Director in PwC’s Financial Markets practice. Chris  specializes in securitization and other alternative financing solutions, with over 17 years of experience leading transaction closing and other transaction life-cycle services for consumer asset backed securities, equipment finance, marketplace lending / consumer finance, esoteric asset classes and CLOs for a range of issuers.  Chris advises clients on system implementation, controls, and processes related to investor reporting and servicing. Chris also has cash flow modelling experience across a range of platforms including Excel, Intex and proprietary securitization systems.   In addition, Chris assists large financial institutions, asset managers, corporate clients and government entities assess the risk profile of multibillion dollar asset portfolios and associated policies, procedures and valuation methodologies of the portfolios.  Experience also includes advising clients on best practices for governance, internal controls and reporting for a wide range of investments. Chris has an MBA from Fordham University.

Joseph Graham

Managing Director
FIS


Over 29 years of experience in the Financial Services Information Technology business sector.  Demonstrated achiever with exceptional knowledge in implementing large scale, complex technical environments to support direct business applications.  Seasoned business manager with extensive leadership in transition management, application development, and delivery of enterprise wide technology-based solutions.

Edward Gross

Shareholder
Vedder Price P.C.


Edward K. Gross is a Shareholder at Vedder Price and a member of the Global Transportation Finance team. He established the firm's Washington, DC office and has over 25 years of experience representing bank-affiliated and large, independent equipment financing companies in all aspects of equipment finance transactions, including documenting, structuring, negotiating, syndicating and enforcement. Mr. Gross handles all types of equipment finance matters and structures, including single-investor, leveraged financings, true/tax motivated leases, synthetic leases, TRAC leases, bundled and other vendor-originated financings, and domestic and cross-border financings, primarily for transportation equipment, but also for the following types of equipment: manufacturing and assembly line, construction and drilling, energy-related and other facilities, medical and health-related facilities, computers and software, telecommunications and other high-tech equipment, trucks and trailers, modular units and FF&E.
 
Mr. Gross is considered an industry leader in business aircraft finance, especially jet aircraft and helicopters. These transactions vary in structure and include tax and non-tax lease and secured loan financing of managed and/or chartered aircraft, air taxi and air ambulance fleet and engine pools, and aircraft operated under fractional and pay card arrangements. Clients include large publicly or privately held businesses, governmental entities or high-net-worth individual users. Many of these transactions involve foreign registered aircraft. Many clients rely on Mr. Gross in syndication transactions, including large portfolio purchases, one-off sales and assignments, discounting, back-leveraging and participation transactions. He has prepared equipment lease, loan and syndication forms for many of the most active financing providers in the industry. Working with Vedder Price's well-regarded bankruptcy and creditors' rights practice, Mr. Gross has assisted financing providers, including various creditor groups, with workout, restructuring, bankruptcy and enforcement matters. He also serves as a member of the Steering & Drafting Committees of the Aviation Working Group/Industry Consultative regarding Non-Citizen Trust.
 
Mr. Gross was named in Washington, DC Super Lawyers (2007-12) and has been listed in The Best Lawyers in America and The Legal 500. He was elected as Fellow to the American College of Commercial Finance Lawyers in 2011. He has been recognized by the Equipment Leasing and Finance Association (ELFA), receiving the Distinguished Service Award in 2008 and ELFA's Legal Committee Edward A. Groobert Excellence in Leasing Award in 2011. A client respondent in Airfinance Journal's 2011 Guide to Aviation Lawyers mentions, Vedder Price can turn a deal in a day or two if necessary. Ed Gross is our go to person for time-sensitive matters. Ed Gross was selected for inclusion in Who's Who Legal's The International Who's Who of Aviation Lawyers 2011.  

Shawn Halladay

Managing Director
The Alta Group LLC


Shawn Halladay brings 35 years of experience as a lessor, trainer, consultant and auditor to Alta’s clients. Shawn’s professional expertise stretches across all leasing sectors and around the globe. Based in Salt Lake City, Utah, he has served lessors throughout North America, South America, Asia, the Middle East and Europe, providing training in all aspects of equipment leasing. His consulting expertise includes vendor finance, accounting and reporting best practices, competitive analysis, strategic planning, litigation support, and accounting and quantitative analysis.
 
Shawn is Managing Director, Professional Development and has authored or co-authored eight books on equipment leasing, including A Guide to Equipment Leasing, An Introduction to Leasing and The Handbook of Equipment Leasing.
 
Shawn’s strengths in accounting, tax law and analysis help Alta clients quantify the success of their business and evaluate emerging opportunities. His custom training courses, offered in several languages and tailored to meet the needs of varying geographic and industry markets and cultures, help lessors maximize the value of their human resources and deliver outstanding lease products and customer service.
 
Shawn is a member of the Financial Accounting Committee of the Equipment Leasing and Finance Association (ELFA) as well as the editorial board of the Equipment Leasing and Finance Foundation’s Journal of Equipment Leasing and Finance. He also currently serves on the Advisory Board of Leasing News and teaches for the CLFP Academy.

Brian Holland

President & CFO
Fleet Advantage, LLC


Brian Holland is a market-focused business and financial leader with 20+ years of experience driving revenue, profit, process, and performance improvements in start-up and accelerated-growth environments. At Fleet Advantage Brian is responsible for all financial affairs as well as building the infrastructure necessary to support the company's aggressive growth. He has been a catalyst in initiating strategies and executing tactical plans that create new business opportunities and deliver sales growth. He also oversees lease syndications and maintains banking relationships and program funding agreements with many of the top banks in the U.S.
 
Prior to joining Fleet Advantage, Brian served as Vice President of Operations and Chief Financial Officer for Toshiba Business Solutions Florida/Georgia where he oversaw the financial, operations and administrative functions for Toshiba's largest subsidiary with 8 locations in the Southeast U.S. His background also includes roles as CFO, VP Operations, President, and CEO with financial services and technology-based companies including Hospitality Solutions International and IKON Office Solutions. Brian has specific expertise with high-growth and high-tech firms and extensive experience in equipment leasing.
 
A CPA and graduate of Georgia Southern University, Brian is also active in the community, volunteering his time and expertise to numerous nonprofit organizations. Brian serves as a Board Member for the Equipment Leasing and Finance Association.

Jeff Jensen

Senior Director
Keybridge Research, LLC


Jeff Jensen is a Senior Director at Keybridge, where he serves as an economic and policy advisor for small businesses, industry associations, and government agencies. Jeff has more than a decade of experience in applying economics, data analytics, and decision analysis to a wide range of public policy issues, including macroeconomic policy, federal regulatory policy, environmental policy, immigration policy, hazard mitigation, credit and debit card markets, and equipment finance.
 
Before joining Keybridge, Jeff spent 5 years at the U.S. Government Accountability Office, where he served as a Senior Analyst and specialized in transportation security and related homeland security issues.
 
Jeff holds a Bachelor’s degree in Economics from Carleton College and two Master’s degrees in Public Policy and Environmental Management from Duke University.

Kristin Jones

Senior Product Manager
Bloomberg Tax Technology


Kristin is a Senior Product Manager for Bloomberg Tax’s technology products. In this role, she is primarily responsible for managing the new Bloomberg Leased Assets software product™. Prior to joining Bloomberg Tax, Kristin began her career in the Mergers and Acquisition Group at the National Tax Office of Ernst & Young, LLP in Washington D.C. Kristin practiced law for several years in the Washington, DC office of a Chicago-based law firm.  Most recently, Kristin was the founder and chief executive officer for Section 382 Solutions, where she developed an award-winning corporate software for companies and service providers. She is a licensed attorney in New York and Washington D.C. and holds a Masters of Law degree in tax from New York University School of Law.

Martin Klotzman, CLFP

Marketing and Operations Manager
Ivory Consulting Corporation


Martin is the Marketing and Operations Manager at Ivory Consulting Corporation. His focus includes creating and leading all organizational marketing efforts, and developing strategies to maximize Ivory’s internal operational fluidity by leveraging Salesforce's platform. He is currently serving on the Equipment Leasing and Finance Association's "Emerging Talent Advisory Council," where his focus is on educating and attracting new talent to the industry.
 
Prior to joining Ivory, he co-founded the San Francisco based concert production company, Our House Records, where he served as CFO. Martin received an MBA with an emphasis in Sustainable Business from San Francisco State University and B.S. in Finance from San Francisco State University. He also graduated from Bloc's full-stack web development bootcamp.
 

Kristie Kosobuski, CLFP

Senior Director Product Management
International Decision Systems


Kristie Kosobuski serves as International Decision Systems’ Senior Director of Product Management and Product Marketing, with responsibility for driving the strategic vision and roadmap of IDS’ Solution Portfolio, including InfoLease and Rapport.  Prior to her current role, Kristie consulted on business process, solution implementation, and software support across a diverse Lessor community during her 20 year tenure in Equipment Finance.  With a passion for translating market requirements into software solutions, Kristie ensures IDS’ product vision is translated into actionable releases.  Kristie is committed to the success of the leasing industry and has been instrumental in driving an ongoing dialogue of how financial accounting, business process, and technology evolution are shaping the future of Asset Finance.

Cameron Krueger

Senior Managing Director - North American Specialty Finance Leader
Accenture


Cam is a Managing Director in Accenture’s Financial Services practice and is responsible for North American Specialty Finance market. He has over 30 years of experience in the automobile and equipment finance markets.  He has worked extensively with most technology platforms across all equipment types and phases of the lease/loan life-cycle.

Marjorie Krumholz

Partner
Thompson Coburn LLP


Margie's practice spans more than 30 years representing borrowers, lenders, lessors, and lessees in structuring, negotiating, and closing financing transactions, including leases, leveraged leases, and cross-border transactions. Nationally recognized for her equipment finance experience, particularly in the maritime industry, Margie handles equipment sales and purchases, and portfolio sales. She has worked on many complex financing structures, including transactions that have multiple tiers of debt secured by thousands of vessels.  
 
In addition to financing transactions, Margie counsels private equity and hedge fund clients in their investments in maritime businesses. She also counsels clients on maritime regulatory matters, including qualification as a United States citizen for purposes of the Jones Act and registration of vessels in flags of convenience. She practices in the area of trade finance through representation of banks that support the export of goods and services from the U.S. by providing loans that are guaranteed by the Export-Import Bank of the United States (Ex-Im Bank).
 
Margie is a member of the ELFA Board of Directors, co-chair of the ELFA Air, Rail and Marine Subcommittee and former member of the Legal Committee. She is Managing Partner of Thompson Coburn’s DC office and co-chair of the firm's Federal Practice Group.

Keith Letourneau

Partner


Keith B. Letourneau is a partner in the Houston office of law firm Blank Rome LLP, where he serves as a member of the Maritime Emergency Response Team. His practice focuses on maritime and energy transactions and litigation matters. These include contract negotiations and disputes, vessel arrests and attachments, collisions and allusions, oil and hazardous materials pollution, complex commercial litigation, OCSLA transactions and disputes, oilfield contracts, insurance coverage options, and cargo damage.  A retired commander of the U.S. Coast Guard, Mr. Letourneau has served as a trial attorney for both the Coast Guard’s Procurement Law Division and the Admiralty Section of the U.S. Department of Justice’s Civil Division. He is listed in the current Chambers USA under Transportation: Shipping/Maritime: Litigation Law. He is a member of the State Bar of Texas and the Virginia State Bar.
 
Mr. Letourneau is a graduate with honors of the U.S. Coast Guard Academy in New London, Connecticut, and the Marshall-Wythe School of Law at the College of William and Mary in Williamsburg, Virginia.

Shannon Loomis


PayNet, Inc.



Jennifer Martin

VP, Originations
Key Equipment Finance


Jen Martin, VP of Originations for Key Equipment Finance has been in the industry and with Key Equipment Finance for 23 years. During her tenure she has held many roles including Operations Manager for various support/client service and Originations teams, project manager, technology product owner, quality assurance manager and vendor program development leader.

Currently Jen Martin is a dedicated member of the technology transformation team working toward an end to end system, culture and process evolution for Key Equipment Finance

Jen Martin is also heavily involved in the equipment finance industry - a member of the ELFA Women's council, Chair for the ELFA Operations and Technology award and on the planning committee for the ELFA Operations and technology conference.

Andrew Mesches

Director
The Alta Group LLC


Andy Mesches, a director at The Alta Group, helps companies increase the growth and profitability of leasing and finance operations by improving their credit risk management strategies. He has extensive expertise in credit underwriting, credit policy, portfolio management, compliance, and collections.
 
He has worked in the financial services industry for four decades, including three in the highly regulated banking industry. Mesches particularly enjoys working with organizations to institute proven and effective approaches to mitigate risk.
 
Prior to joining Alta, Mesches was executive vice president and chief risk officer at Key Equipment Finance in Superior, Colo., from 1995-2010. There, he was responsible for the management of the company’s $10 billion loan and lease portfolio. Preceding Key, Mesches was senior vice president for credit and operations at BancOne Leasing Corporation in Columbus, Ohio. His BancOne responsibilities included management of a $5 billion loan and lease portfolio, various equipment management activities and human resources.
 
Earlier in his career, Mesches held vice president and assistant vice president positions at San Francisco-based United States Leasing Corp. and Bank of the West, respectively. He began his career at the State Bank of Albany in Albany, N.Y., holding various management roles.
 
Mesches is a long-time member of the Equipment Leasing and Finance Association and has served on the association’s Credit/Collections and Basel II Advisory committees. He received ELFA’s Distinguished Service Award in 2012 for his work on behalf of the industry.
 
He received a B.A. Degree in Economics from the State University of New York at Buffalo and also did graduate work at the State University of New York – Albany.

Kara Miyasato

Sr. Manager, Marketing
Stryker Flex Financial


Kara Miyasato is the Sr. Marketing Manager for Flex Financial, Stryker’s financial services arm. In this role, she and her team are responsible for the creation of new financial products, marketing communications, analytics, and events & training for North America and Europe.
In 2007, Kara began her career at Stryker and has held multiple individual contributor and management roles within Flex Financial in both operations and marketing. She has also held roles on Stryker’s Government team and data standards team. Her focus throughout her Stryker career has been around employee engagement, customer service, and continual process improvement.
Kara holds degrees in philosophy and economics from Santa Clara University, attained her Master’s degree in Finance from Indiana University’s Kelley School of Business, and is a certified Project Management Professional (PMP). She sits on the board of directors for the Kalamazoo Junior Symphony Society and resides in Kalamazoo, Michigan with her husband, Cullen, and her son, Kai.
Kara is passionate about diversity & inclusion and has led sessions with Stryker to help shed light on unconscious bias and other related topics.

Victoria Mora

AVP, Credit and Syndication
GSG Financial



Amanda Partak

Customer Specialist
Wolters Kluwer’s Lien Solutions


Amanda Partak is a Senior Motor Vehicle Specialist at Wolters Kluwer Lien Solutions.  She has over seven years of experience working with lenders and various DMV jurisdictions throughout the United States to ensure a seamless lien perfection process.  Amanda specializes in the requirements and fees necessary for both financed and leased motor vehicle transactions in all 50 states.   Amanda has a Bachelors from Ithaca College and a Masters in Business Administration from State University of New York (SUNY) Albany.

Kenneth Peters

Attorney
Dressler & Peters, LLC


Kenneth D. Peters is a partner with Chicago-based DesslerPeters.  As a former executive in the oil industry, he brings to every engagement valuable first-hand experience with the entire business lifecycle.  Ken focuses on representing banks, financial institutions, large multi-national corporations and LLCs in all matters related to commercial litigation, financing arrangements and creditor rights.
 
Ken also draws on valuable business insights gained from teaching at the MBA program at the Lake Forest Graduate School of Management and serving on corporate boards. He was one of the highest-rated instructors and served on the curriculum council. He has also taught continuing legal education courses at the Chicago Bar Association and at ExxonMobil to in-house attorneys, and has published articles on a broad range of practice areas. In addition, Ken chaired the legal committee of the National Equipment Finance Association.

Ralph Petta

President and CEO
Equipment Leasing and Finance Association


Ralph Petta is the President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 550+ member organizations in the $1 trillion equipment finance sector. Mr. Petta leads the organization in executing its mission to foster business development, deliver industry information and analysis, provide educational opportunities and advocate for the industry. He is also President of the Equipment Leasing & Finance Foundation, which is dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry.

Mr. Petta, an authority in the business of equipment finance, has been with the association since 1987. Before assuming the role of President and CEO in January 2016, he served as Chief Operating Officer for six years, providing coordination, direction and oversight of ELFA programs and services designed to add value to the association's member organizations. Prior to that, he served as Interim President. From 1987 to 2010 he was Vice President-Research & Industry Services, managing ELFA's information, benchmarking and market research initiatives. Throughout his career at ELFA, Mr. Petta has assumed leadership roles in virtually all functional areas within the organization, including governance, membership marketing, communications, business and professional development, state advocacy and the association's affiliated Foundation.

He is often quoted in industry trade publications and is a frequent speaker about the role of equipment finance in the U.S. economy and trends and developments in the equipment finance sector.

Mr. Petta is a member of the American Society of Association Executives (ASAE), as well as ASAE's Key Industry Association Committee (KIAC).  He completed the ASAE/University of Maryland College of Business and Management executive development certificate program in association management. He also was selected for and participated in the ASAE Future Leaders Conference. Mr. Petta is a member of the Exchequer Club of Washington, DC.

Before joining ELFA, Mr. Petta worked for nine years in the office of United States Senator Sam Nunn, serving in a variety of professional capacities. He was Senator Nunn's legislative assistant when he left to join the association. Mr. Petta graduated from Syracuse University, earning a B.A. degree in political science.  

Kirk Phillips

President & CEO
Wintrust Commercial Finance


Kirk Phillips is President, CEO, and a founder of Wintrust Commercial Finance, a subsidiary of Wintrust Financial Corporation a $27 billion publicly traded bank holding company, which is focused on providing loans and leases to middle market companies throughout the US and Canada.  
 
He has spent over 25 years in the commercial finance industry with ITT Commercial Finance. He was part of a team that started two successful commercial finance companies, Transamerica Equipment Financial Services and AIG Commercial Equipment Finance where he was SVP of National Direct Originations and head of the Marine Finance Group. He was selected to manage the integration of the Commercial Asset Finance division into the Private Placements Group of AIG Investments where he held the position of Managing Director until 2015.  
 
Mr. Phillips has been a speaker and moderator at Marine Money International, Marine Money Offshore and Workboat conferences.  He has served multiple terms as a member of the Equipment Finance and Leasing Associations Financial Institutions Business Steering Council and Membership Committees.  He sits on the Executive Advisory Board of the Nelson Rusche College of Business at Stephen F. Austin State University and has been a strategic advisor to HEROMakers, a 501c3 focused on providing shelter and support for orphans located in Mexico and central America.  
 
Kirk resides in Valley View, Texas with his wife Renee’ and children Jeremy and Jordan.  He enjoys restoring classic British sports cars and training in Tae Kwon Do where he holds a 5th Degree Blackbelt and is a Senior Certified Instructor with TaeKwonDo America.

Robert Preville

CEO & Founder
KWIPPED



Andrew Prior

Managing Director
PricewaterhouseCoopers LLP


Andrew Prior is a Managing Director in the Washington National Tax Services (WNTS) office of PwC. As a member of the Legislative & Regulatory Services group, he oversees the monitoring and analysis of federal tax legislative developments. He also assists individuals, companies, associations and coalitions with lobbying and advocacy initiatives before Congress, the US Treasury Department, and the Internal Revenue Service.
 
In addition, Andrew is a frequent speaker at tax meetings and conferences on current tax legislative developments.
 
From 1993 to 1996, Andrew worked as the chief Capitol Hill tax reporter for CCH, Inc. He was responsible for covering the US Congress, including House Ways and Means and Senate Finance Committees, and reporting on tax, budget, health, retirement, and entitlement legislation, including the Omnibus Budget Reconciliation Act of 1993, and the policy debates over President Clinton's health care reform plan, comprehensive tax reform, and balancing the federal budget.
 
Andrew received a B.A. in Political Science and Economics from The Johns Hopkins University and an M.A. in Public Policy from Georgetown University.

Tim Quinlan

Senior Economist
Wells Fargo Securities, LLC


Tim Quinlan is a director and senior economist with Wells Fargo Securities. Based in Charlotte, North Carolina, he provides analysis on the macro U.S. economy and major foreign economies. Domestically, he covers industrial production, manufacturing, and business investment spending. His international efforts concentrate on Japan, Canada, Korea, and Australia. Tim’s work has been published in academic economic journals and his comments on the economy regularly appear in The Wall Street Journal, The New York Times and USA Today. He is also a frequent guest on CNBC and National Public Radio.
 
Tim joined the company in 2002. He previously held positions as a trust account portfolio manager and investment strategist before joining the economics group in 2007. Prior to joining the company, he worked for Putnam Investments in Boston. Tim has a B.A. from Siena College in Albany, New York. He is a member of both the National Association for Business Economics and the Canadian Association for Business
Economics.

Brett Reed

CEO & Founder
Cohealo



Deborah Reuben, CLFP

President
Reuben Creative, LLC


Deborah Reuben, CLFP is President of Reuben Creative, LLC a consulting firm specializing in strategic process and technology consulting for lending and leasing.  An equipment finance industry veteran, she has a broad professional background in both financial services (Wells Fargo and TCF) and the software industry (HCL and Linedata Capitalstream).
 
Author of multiple articles, she is a contributor to studies and publications and authored The Certified Lease & Finance Professionals' Handbook Sixth Edition. A frequent speaker at industry events, she served as chair of the ELFA Operations and Technology committee, is a founding member of the ELFA Women's Council.
 
Known for connecting the dots in unconventional ways, her unique industry experience, creative facilitation approach, and a keen eye for future trends enables her to bring forward-thinking insights and original ideas to developing roadmaps for the future. A trusted advisor for leaders who want to leverage cutting-edge technology to achieve their business goals, she helps teams to see the bigger picture, understand technology possibilities, stretch the imagination of what could be, and chart a course for transformative change.

Mike Rooney

Chief Executive Officer
Verdant Commercial Capital LLC


Co Founder Information Leasing Corp (ILC) 1984-2004

ILC/Provident Bank acquired by National City (Nat City) 2004
Executive VP National City Commercial Capital 2004- 2008

Nat City acquired by PNC 2008
Executive VP PNC Equipment Finance 2008-2010

Managing Member Rooney Consulting 2010-2017

Verdant Commercial Capital CEO
2017-Present




Elizabeth Rust

Senior Analyst
Keybridge Research, LLC



Larry Sabato

Election Analyst, Founder and Head
Leading Authorities


He is the author of the recent book TRUMPED: The 2016 Election That Broke All the Rules, which explores the 2016 election and its shocking outcome. Dr. Sabato is the author or editor of two dozen books on American politics and appears multiple times per week on national and international news including FOX, CNN, MSNBC, and CNN International. A Rhodes Scholar, Dr. Sabato has taught over 20,000 students in his 40-year-career, and the University of Virginia has given him its highest honor, The Thomas Jefferson Award. Dr. Sabato provides expert knowledge of what is coming down the pike politically, prepares audiences for the changing of the guard in Washington and across the nation, and showcases how politics and the American voting psyche come together to produce our nation’s next batch of leaders.

Professor Sabato heads up Sabato’s Crystal Ball, which has won numerous awards. The Pew Charitable Trust recognized the Crystal Ball as the #1 leader in the field of political prediction, and The Daily Beast designated it as one of the top political sites on the web.


Anu Sachdeva

Senior Vice President
Genpact, LLC


Anu Sachdeva is an accomplished senior executive, leading banking and financial services client relationships for Genpact, globally. Anu has driven several strategic initiatives across commercial lending and leasing businesses. Starting her career with GE Capital, she brings depth of experience across sales, operations management and lean six sigma transformation. With a strong customer focus, Anu advises commercial & small business lenders, investors & servicers on transformation initiatives to drive business outcomes such as time to close, cost to acquire, cost to serve and contract adherence through various levers such as target operating model design, technology simplification, digital and analytics. Anu currently leads Genpact’s commercial & small business lending & leasing businesses globally. Her responsibilities include creating growth and cost impacting products and services. Anu has been with Genpact for the last six years and in her previous role within Genpact, she was client partner for GE Capital and managed the key relationship with multiple global clients, managing services for over $500 Billion of commercial & small business lending & leasing portfolio. Prior to joining Genpact, Anu was with GE Capital for fourteen years.  In her role at GE capital, she led risk and operations in commercial finance in India and the United States. Anu has an MBA from Delhi University, India and a Bachelors degree in Science.

Sidney Scheinberg

Attorney
Godwin, Bowman, & Martinez


Sidney H. Scheinberg sits on the Executive Committee, and is Chair of the Bankruptcy and Creditors' Right Section with Dallas-based Godwin Bowman & Martinez, representing clients in complex and critical cases. The primary focus of Mr. Scheinberg's practice is on bankruptcy and business litigation matters, with an emphasis on the representation of secured creditors, such as automobile finance companies and national banking associations. His clients have included such luminaries as Bank of America, Wells Fargo, Hyundai, Honda, Nissan and GM Financial.
 
A former radio broadcaster, he has spoken at National Creditors Bar Association (NARCA) conferences, is a frequent speaker at National Association of Chapter Thirteen Trustees' meetings, and has taught a variety of Continuing Legal Education (CLE) courses on Bankruptcy.

Alan Sikora, CLFP

CEO
First American Equipment Finance, an RBC / City National Company


Alan Sikora is the CEO of First American Equipment Finance, a wholly-owned subsidiary of City National Bank, an RBC Company. Alan joined First American in 2002 and has held various roles of increasing responsibility in credit, operations, sales and sales leadership. Alan holds a Bachelor's degree in Economics from the University of Rochester. He completed his MBA at the University of Rochester's Simon School of Business with concentrations in Finance and Entrepreneurship. He holds a Certified Leasing & Finance Professional designation and sits on the advisory board for the Rochester Institute of Technology’s business school. Alan has been active in the ELFA since 2002, was elected to the Financial Institutions Business Council Steering Committee in 2013 and became Chair of the committee in 2014. Alan currently serves as a member of the ELFA Board of Directors.

Maria Singson

Chief Science Officer
Genpact, LLC



Spencer Smith


SpencerXSmith



Kris Snow

President, Cisco Capital
Cisco Systems Capital Corporation



Steve Taplin

Global Sales Director
Alfa Financial Software Inc


Steve Taplin joined Alfa in 1997 and has more than 20 years’ experience in the asset finance industry. Steve started as a consultant and developer with Alfa before progressing through systems implementation and management roles, moving into sales in 2005. Throughout his career, Steve has had extensive experience in helping clients understand the impact and opportunities associated with integrating digital technologies into their businesses.  
 
He gained the position of Global Sales and Marketing Director in 2010 and is now also recognized as Alfa’s Chief Digital Officer. Along with his sales brief and Alfa management team activities, Steve takes a lead role in the direction of the Alfa Systems product, as well as authoring industry articles, presenting at industry events and working on strategic consultancy engagements. Steve holds a PhD in Physics.

Scott Thacker, CPA, CLFP

Chief Executive Officer
Ivory Consulting Corporation


Mr. Thacker is the CEO of Ivory Consulting, the software and consulting company that has helped define the modern equipment finance industry with SuperTRUMP, the proven solution for modeling and pricing equipment leases and loans.  
 
Scott is the Vice Chairman of the Equipment Leasing and Finance Foundation, and a member of the Equipment Leasing and Finance Association’s Financial Accounting Committee.  
 
He was previously a member of the Board of Directors of the Equipment Leasing and Finance Association and of the Association’s Operations and Technology Committee for five years, three of them as Chair, as well as the co-director of the Foundation’s Research Committee.  
Throughout his more than 30-year international career, Scott has helped transform businesses through product and service innovations, new business initiatives, M&A activities, and financial transactions.
Prior to joining Ivory Consulting, Scott was a partner at Accenture and founding member of the management consulting group focused on providing solutions to the North American equipment leasing and asset finance industry.   Previously, he was instrumental in creating Oracle’s now widely used Oracle Lease and Finance Management software application, and with American Airlines, where he was involved in executing aircraft, equipment and real estate leases as well as other financial transactions. Scott was a founding member of both AMR Consulting Group, an affiliate of American Airlines, and AT&T Solutions, a division of AT&T.   
Scott received an M.B.A. in Finance from The Wharton School of the University of Pennsylvania and a B.S. in Accounting from the Wake Forest University.  He is a CPA and CLFP.  

William Verhelle

CEO
Innovation Finance USA LLC


Bill is the Founder of of Innovation Finance, Harvard Partners and First American Equipment Finance.  

Before starting Harvard Partners LLC in mid-2015, Bill served as the cofounder and CEO of First American Commercial Bancorp, Inc. d/b/a First American Equipment Finance (from its launch in 1996 until 2015).While a student at the Cornell Law School in 1996, Bill Verhelle founded First American with his long-time friend and business partner, Guy Klingler. Bill sold the business to City National Bank in 2012, continuing to serve as CEO of the independently managed company until 2015.

First American, headquartered in Fairport, NY, with well over $1B in assets, finances capital equipment for many of the largest hospitals, colleges, universities, enterprise businesses and non-profit organizations in the United States.
During Verhelle's nearly 20-years as First American CEO:
  • - the Company was recognized 8 times by INC Magazine on the prestigious INC 500 listing as one of the fastest growing private companies in the U.S. (First American ranked as high as #3 on the 2001 Inc. 500 list).
  • - the Company was recognized 10 times between 2001 and 2011 on KPMG and the Rochester Business Alliance list of the Top 100 privately held companies headquartered in Rochester, NY.
  • - The Best Companies Group chose the Company as the #1 best place to work in New York State (less than 250 employees) in 2012; and First American has been recognized as one of the top five Best Companies in New York State every year thereafter.
  • - In April of 2015, the Company was recognized as one of Fortune Magazine's 20 Great Workplaces in Financial Services, As part of this Fortune Magazine recognition, First American was also profiled in Great Rated.
  • - In April of 2015, the Company was recognized as one of Fortune Magazine's 100 Best Workplaces for Millennials.
Before founding First American, Bill was Vice President and Western Division Manager of the Tokai Bank of Japan's middle-market leasing company (now De Lage Landen Financial Services in Wayne PA, a wholly-owned subsidiary of the Dutch, Rabobank).
Bill has a Bachelor of General Studies Degree (BA) from the University of Michigan at Ann Arbor, a Master in Business Administration (MBA) from the Anderson School at UCLA and a Doctor of Laws (JD) from Cornell Law School. Bill is a member of the New York Bar Association.

During 2008 Bill served as the Chairman of the Equipment Leasing and Finance Association (ELFA) in Washington, D.C.  During 2016 and 2017 Bill served as the Chairman of the Equipment Leasing and Finance Foundation.  Bill currently serves as the Immediate Past Chairman of the Equipment Leasing and Finance Foundation.
 
Bill and his wife Cyndee and their four children live in Naples, Florida. 
 

Patricia Voorhees

Director
The Alta Group LLC


Patricia M. Voorhees, a director at The Alta Group, has over 25 years of experience in commercial finance. Her expertise focuses on forming captive financing companies, establishing vendor finance programs, and facilitating mergers and acquisitions within the commercial finance industry. After launching her career at IBM, Voorhees was an executive at GE Capital from 1996 to 2011, where she served in several key roles. In her initial position as vice president for business development, Patricia was responsible for establishing more than a dozen new vendor and captive finance programs. She then became managing director of business development for M&As, managing more than 14 acquisition originations. Later she was the company’s general manager of Office Imaging Finance, leading a small-ticket leasing business with $5.5 billion in assets and 450 employees. She also was GE Capital’s strategic pricing leader during the U.S. financial crisis.
 
Patricia holds a bachelor of arts degree in economics from Western Connecticut State University, and two masters of arts degrees from Fordham University, in education for peace and social justice, and ethics and society. Patricia currently serves as Director of Fordham University Business School’s Consortium for Trustworthy Organizations.

Thomas Ware

Senior Vice President, Analytics and Product Development
PayNet, Inc.


Thomas Ware has 30 years’ experience in small business lending, working with banks and finance companies.  He began his career at a consulting firm that is now part of Oliver Wyman, and started in finance with a subsidiary of First Interstate Bancorp, the seventh largest U.S. bank at the time.  He has held a variety of credit and general management positions, including Senior Vice President, Operations & Chief Credit Officer of American Express Equipment Finance.  He became acquainted with PayNet as a potential customer, while serving as Vice President & General Manager of a billion-dollar business unit at CNH (Case) Capital Corporation, and began working at PayNet in 2001.
 
At PayNet, Mr. Ware is responsible for the development of new products and services, including credit scores (such as the PayNet MasterScoreSM), predictive models (PayNet AbsolutePD®), and industry indices (the Thomson Reuters/PayNet Small Business Lending Index, “SBLI”).  He is also responsible for PayNet’s consulting services such as Strategic Business Reviews and Peer Lender Benchmarking.
 
Mr. Ware is a Trustee of the Equipment Leasing & Finance Foundation, a member of its Executive Committee, and Chairman of its Research Committee.  He is also a member of the Equipment Leasing & Finance Credit & Collections Committee, and previously served on the Board of Governors of the Risk Management Association’s Washington D.C. & Maryland Chapter.  He is a frequent contributor to Equipment Leasing Today and the Monitor, where he published as a three-part series of articles, “The 12 Secrets of Commercial Credit Scoring.”  Mr. Ware received a BA with Distinction in Mathematical Economics from Dartmouth College and later earned an MBA from Harvard.

Adam Warner

President
Key Equipment Finance


Adam D. Warner is president of Key Equipment Finance. In this role, he is responsible for all of Key Equipment Finance’s commercial and bank-based equipment lease and finance efforts; as well as equipment finance programs for technology, energy, healthcare, industrial and government vertical market segments. He is also responsible for overseeing the equipment finance programs for all of the company’s vendor customers, including equipment manufacturers and distributors in the U.S. and Canada; and for the company’s advisory and distribution services unit.
 
Prior to being named president in 2007, Warner served as president and chief operating officer of Key Equipment Finance’s commercial leasing services business. He joined Key Equipment Finance to oversee the express leasing services business in 2001. Before joining Key Equipment Finance, Warner worked as senior vice president of sales and marketing at Mellon Leasing Corporation, where he had worked since 1988. Prior to that position, he was vice president and chief operating officer. He also held the position of operations manager at McDonnell Douglas Finance Corp. from 1985-1988.
 
Warner is a former Chairman of the Equipment Leasing and Finance Association’s board of directors and executive committee. He is also on the Advisory Board for Food for Thought – Denver and is a member of the Leeds School of Business Board of Alumni and Friends at the University of Colorado Boulder.

Charles Wendel

President
Financial Institutions Consulting, Inc.


Charles Wendel is President of Financial Institutions Consulting, Inc. (FIC), a management consulting firm dedicated to providing practical recommendations and implementation planning that results in a sustainably stronger botttom line.
 
Mr. Wendel has extensive experience both as a commerical (Citibank)  and merchant banker (Bankers Trust and Schroders) and consultant. His banking background also includes experience in workouts and corporate restructurings.
 
Before founding FIC over 15 years ago, Mr. Wendel was an Engagement Manager with McKinsey & Co and a Partner at Mercer Management Consulting.  He has consulted to money center, regional and community banks, and diversified financial services companies both in the U.S. and around the world.  
 
Areas of focus include:
* Merger and Acquisition Screening and Valuation
* Alliance/Partnership Strategies
* Strategy Development in Small Business, Commerical Banking, Commercial Finance, Wealth Management, and Retail Banking
* Process Repositioning and Redesign
 
Mr. Wendel has written five books, including:
* Maximizing Small Business Growth
* The Middle Market: An Integrated Approach to Increasing Share and Profitability in Banking's Most Dynamic Market
* The New Face of Risk Management
 
Mr. Wendel is a regular contributor to several financial services periodicals,  has spoken at many industry conferences, and has appeared on CNN, CNBC, and Bloomberg radio.
 
Wendel holds an M.B.A. in Finance and Marketing and an M.A. and M.Phil. in English from Columbia University; he received his undergraduate degree from New York University.
 
 

Stephen Whelan

Partner
Blank Rome LLP


Stephen T. Whelan is a partner in the New York office of the law firm of Blank Rome LLP, where he specializes in lease financings, securitization, secured lending, corporate trust and municipal finance.  Mr. Whelan is a graduate of Princeton University and Harvard Law School, a member of the American Law Institute, a Fellow of the American College of Investment Counsel, past Chair of the American Bar Association Subcomittee on Leasing, a former member of the ELFA Legal Committee, and a Visiting Lecturer on constitutional law at Princeton University.
 
Steve represents lenders, lessors, trustees, credit enhancers and arrangers in lease financings for business, energy, aircraft, railcar, vehicle, maritime, medical, and telecommunications equipment, as well as industrial projects and also is involved in private and government financing of industrial, housing and education projects.  He also represents originators, investment banks, credit enhancers, trustees and investors in syndication and securitization of leases, auto loans, energy saving performance contracts, transportation assets, healthcare receivables, franchise receivables, trade receivables, export receivables and other financial assets.  His work for many insurance and banking clients includes handling note purchase agreements, term loans, revolving credit facilities and letters of credit.  He also represents lessors and secured creditors in workouts or bankruptcy reorganizations involving equipment leases and securitized portfolios.
 
Mr. Whelan is co-author of the ABA Annual Survey on Developments in the Law of Leases.  He has authored three books on U.C.C. Article 2A and the Securitization chapters in the Matthew Bender & Co. treatises on Commercial Finance and Equipment Leasing.  More recently, he has authored articles on the proposed Dodd-Frank risk retention, data disclosure and conflict of interest rules emanating from the 2010 Dodd-Frank legislation.

Mark Zandi

Chief Economist, Moody's Analytics Cofounder
Leading Authorities


Dr. Zandi’s broad research interests encompass macroeconomics, financial markets and public policy. His recent research has focused on foreclosure mitigation policy and the determinants of mortgage foreclosure and personal bankruptcy; he has analyzed the economic impact of various tax and government spending policies and assessed the appropriate monetary policy response to bubbles in asset markets.

A trusted adviser to policymakers and an influential source of economic analysis for businesses, journalists and the public, Dr. Zandi frequently testifies before Congress on topics including the economic outlook, the nation’s daunting fiscal challenges, the merits of fiscal stimulus, financial regulatory reform, and foreclosure mitigation.

Dr. Zandi conducts regular briefings on the economy for corporate boards, trade associations, and policymakers at all levels. He is often quoted in national and global publications and interviewed by major news media outlets, and is a frequent guest on CNBC, NPR, CNN, Meet the Press, and various other national networks and news programs.


Sponsors

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Phoenix, AZ 85054

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If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.

Alfa - Booth #32


Alfa has been delivering systems and consultancy services to the global asset finance industry since 1990.

 

Our best practice methodologies and specialised knowledge of asset finance mean that we deliver the largest system implementations and most complex business change projects. With an excellent delivery history over our 27 years in the industry, Alfa's track record is unrivalled.

    

Alfa Systems, our class-leading technology platform, is at the heart of some of the world's largest asset finance companies. Key to the business case for each implementation is Alfa Systems' ability to consolidate multiple client systems on a single platform. Alfa Systems supports both retail and corporate business for auto, equipment, wholesale and dealer finance on a multijurisdictional basis, including leases/loans, originations and servicing. An end-to-end solution with integrated workflow and automated processing using business rules, the opportunities that Alfa Systems presents to asset finance companies are clear and compelling.

 

We know that no one project is like another. Gaining a competitive advantage in the modern marketplace demands fresh innovation every time. We work to understand your business completely, then align our implementation methodology with your business practices. We work with you to shape the solution that fills all the gaps.

 

Our people are only the most talented graduates and professionals. All our consultants operate in all areas of the business, from preliminary client contact and requirements definition right through to manning the support desk. This ensures all our staff develop and maintain excellent all-round expertise.

 

With over 40 clients in 18 countries, Alfa has offices all over Europe, Asia-Pacific and the United States. For more information, visit alfasystems.com.


Alfa - Booth #31


Alfa has been delivering systems and consultancy services to the global asset finance industry since 1990.

 

Our best practice methodologies and specialised knowledge of asset finance mean that we deliver the largest system implementations and most complex business change projects. With an excellent delivery history over our 27 years in the industry, Alfa's track record is unrivalled.

    

Alfa Systems, our class-leading technology platform, is at the heart of some of the world's largest asset finance companies. Key to the business case for each implementation is Alfa Systems' ability to consolidate multiple client systems on a single platform. Alfa Systems supports both retail and corporate business for auto, equipment, wholesale and dealer finance on a multijurisdictional basis, including leases/loans, originations and servicing. An end-to-end solution with integrated workflow and automated processing using business rules, the opportunities that Alfa Systems presents to asset finance companies are clear and compelling.

 

We know that no one project is like another. Gaining a competitive advantage in the modern marketplace demands fresh innovation every time. We work to understand your business completely, then align our implementation methodology with your business practices. We work with you to shape the solution that fills all the gaps.

 

Our people are only the most talented graduates and professionals. All our consultants operate in all areas of the business, from preliminary client contact and requirements definition right through to manning the support desk. This ensures all our staff develop and maintain excellent all-round expertise.

 

With over 40 clients in 18 countries, Alfa has offices all over Europe, Asia-Pacific and the United States. For more information, visit alfasystems.com.


American Lease Insurance - Booth #23


 
American Lease Insurance Agency Corporation (ALI) provides comprehensive insurance tracking services and portfolio protection to equipment financing companies throughout the United States, and as Lease Insurance International (LII), to equipment financing companies in Canada. Through meticulous insurance tracking, either stand-alone or combined with an automated Program of property and liability insurance, we ensure that every asset in each portfolio is adequately covered.
 
For companies with middle- to large-ticket or vehicle portfolios, ALI offers stand-alone tracking of insurance coverage.  ALI tracks insurance coverage throughout the term of each agreement, and follows up on insufficient or lapsed coverage. ALI’s processes are customized for each equipment finance company’s needs, and designed to minimize customer noise while ensuring that equipment is continuously covered.
 
ALI’s small ticket Program, underwritten by Allianz Global Corporate & Specialty™, rated "A+ XV" by A.M. Best, offers better coverage than lessee customers can obtain through most commercial policies, typically at more competitive "group" insurance rates. ALI Programs provide lessee customers a cost-effective, convenient way to comply with the insurance requirements of their agreements, resulting in the highest customer acceptance rates in the industry. Equipment finance company clients of ALI derive significant fee and other income from use of ALI Programs.
 
ALI services are seamlessly integrated with lease accounting software programs as well as clients' legacy systems, enabling automated, secure data exchange between equipment financing companies and ALI.
 
Headquartered in Sunderland, Massachusetts, ALI was founded in 2000 by licensed insurance producer Steve Dinkelaker. For more information, go to www.aliac.net.
 
 

Asset Recovery Services LLC - Booth #6


Equipment Recovery specialists

When you need reliable, fast and efficient repossession services, call Asset Recovery Services. With offices in 6 states and growing fast, we are uniquely positioned to serve you, no matter your location in the USA. Our team is insured, bonded and certified to take on your job, but we don’t just care about getting the job done… We care about getting the job done right.

Premier Remarketing at Auction
Professional Auction Services to Resell Your Assets

Asset Recovery Services’ sister company, Auction Factory, has more than 18 years of experience in remarketing assets through the auction process. We can facilitate auctions across the United States, with our auctions featured on more than 50 different advertising platforms. While we promote our auctions digitally and through social media prepared to professionally facilitate your auction from start to finish, including staging, listing, advertising, customer relations, shipping, collection, payment and every detail in between.

Asset Recovery Services has you covered in every area of your repossession needs, including:

  • Voluntary Surrenders
  • Involuntary Repossessions
  • Legal Services
  • Site Visits
  • Appraisals
  • Asset Remarketing
  • Emergency Services

Speak to one of our representatives today in Booth #6 and find out how Asset Recovery Services can be an asset to your company today!


Cassiopae Inc. - Booth #14


 Global Finance Software for Lease and Loan Management
  
Cassiopae's equipment finance software supports basic to highly-structured leases and loans anywhere in the world. It's a front-to-back, multi-asset class solution built on the most widely used, powerful and scalable technology platform for captives and financial services companies. Use one, highly-flexible system for managing any type of finance product. Cassiopae was designed from the start to support local language, currency and robust accounting requirements using a single database.
 
  • Extensive front, middle, and back-office features
  • POS, customer self-serve
  • Flexible financial product management, even create your own
  • Web-native, open technology
  • Best-in-class user experience configurability
  • Integrated multi-lingual, multi-currency, multi-investor and localized reporting support
  • Integrated dashboards
  • Automated Workflow
  • Automated processes, support for very high volumes
  • Hosted or on premise
 

Manage the complete loan/lease lifecycle including: lease and loan boarding, payment schedule calculation, commitment, closing, disbursement, activation, payment collection, payment reviews, pay downs, termination, workflow, document generation, accruals, P&I, escrow, billing notices, mid-term adjustments, maintenance, inventory, remarketing, delinquency, regulatory reporting, and document generation. Cassiopae supports multi-GAAP including IFRS, multi local taxes, and automated payment protocols.

 
Cassiopae, a Sopra Banking Software company, is a leader in global finance and asset management software with over 500 client sites in 40 countries. Learn more at www.cassiopae.com.
         

Centurion Service Group, LLC - Booth #16


Centurion Service Group has grown to become the largest used medical equipment auction house in the world, with warehouse locations in Chicago, Las Vegas, Dallas and South Florida. Medical equipment buyers from around the world know to go to Centurion’s auctions for all their hospital equipment purchasing needs including radiology, anesthesia, lab, exam, patient monitoring, cardiology, endoscopy, surgery, instrumentation, disposables, and much more. With over 6,000 pieces of surplus medical equipment sold every month, it’s ideal as a single source for acquiring the wide range of used medical equipment they need and in the quantities they desire.


Certified Lease & Finance Professional Foundation (CLFP) - Booth #20


 
The CLFP Foundation is a certifying body created in 1980 to raise industry standards among equipment leasing and financing professionals. The Foundation serves as the governing body for CLFP certification and recertification. We provide access to education, training and certification testing through strategic partner alliances.  
 
To become a CLFP, a candidate must have a minimum time in the equipment leasing and finance industry and pass an eight-hour exam. The CLFP Foundation provides the following study tools to prepare for the exam: Body of Knowledge, The Certified Lease & Finance Professionals' Handbook; Certification Exam Outline with Sample Questions; CLFP Mentor Program; and the Academy for Lease & Finance Professionals.  For more information, please visit our website at: www.clfpfoundation.org.
 
   

Cloud Lending Solutions - Booth #15


 

Codix LLC - Booth #3


CODIX is a software solution provider with branches in USA, Canada, Mexico, Germany, Romania, Czech Republic, France, Spain, Bulgaria, Tunisia, & Vietnam. iMX is a global, powerful and flexible event-based IT solution that provides an all-in-one package for any kind of leasing, finance and collection activity.

   

Key highlight points:

  • Full multilingual and multicurrency abilities including worldwide multi-entity support
  • System is based on the latest available technologies (Oracle/Unix/etc)
  • iMX includes all the most advanced business functionalities to cover any need of a leasing, finance or collection company
  • Native integration of all the tools needed to improve global productivity: telephony, imaging, decisional environment, etc.
  • Complete expert system technology allows changing system behavior via a graphical tool so limited need for Codix involvement when business processes change - including full workflow and task follow up
  • Complete Web based access for external entities
  • Complete reporting and decisional platform that is graphical

The solution covers the entire lifecycle of leasing products, assets and services.
Codix is a leading provider of finance and collections solutions worldwide. For more information please visit www.codix.us.


Constellation Financing Systems - Booth #17


Italo Guerrieri
Constellation Financing Systems
640 Brooker Creek Boulevard, Unit 410
Oldsmar, FL 34677
Mobile: (647) 998-5591
Phone: (289) 291-4985
Email: iguerrieri@constellationfs.com
www.constellationfs.com

Constellation Financing Systems (a subsidiary of Constellation Software Inc.) is a premier software and service provider of CRM, Origination, Pricing, Quoting, Credit Adjudication, and Document Production, Leasing and Loan Management Software and related services to financial institutions, leasing companies, and equipment manufacturers.

Our software solutions manage the full asset finance transaction life cycle from origination and decision support through booking to end-of-term activities, and onward into further transactions throughout the whole life of the asset until final disposition. Also, the application allows for the tracking of both physical and financial information throughout the whole life of the asset, as it may move between contracts, locations, and lessees.

For well over 30 years, Constellation Financing Systems has helped more than 100 finance industry clients to achieve their operational goals using our lease and loan software systems. Our clients include a diverse mix of US and Canadian banks, manufacturer captive, independent and specialty finance companies. Constellation Financing Systems has offices in Canada - Toronto, Kitchener, and Markham and an office in the USA - Oldsmar, Florida.

Constellation Software Inc. is a publicly traded company with proven expertise in acquisition, integration, and long-term management of niche-leading software firms. Since its founding in 1995, Constellation Software, Inc. has grown rapidly through a combination of acquisitions and organic growth and established a strong constellation of companies with a large, diverse customer base comprised of over 15,000 customers operating in over 30 countries around the world. To date, Constellation Software Inc. has been growing at around 40% per annum and has made more than 200 acquisitions.

Constellation Software Inc. is listed on the Toronto Stock Exchange (Symbol: CSU).


Copernicus - Booth #24


 
Ian Charik
Phone: +1 (312) 919-5002
Email:
ian.charik@copernicus-consultants.com
 
Fully integrated, web native solution, designed for the Global Finance Industry, providing seamless CRM, Front, Middle and Back Office functionality with integrated Mobile. Built using the latest web native technologies and finely tuned by our many years of industry experience, we believe we are able to deliver the most robust, flexible and complete asset finance software package in the Industry; a web native cradle to grave asset finance pricing, administration, accounting and collections system. Designed and built using Microsoft's .NET framework and SQL Server as well as the latest security technology based on Open Authentication Standards.
Copernicus provides full support for the modern Global Installment Finance Industry - available for Brokers, Small to Big Ticket, Equipment and Auto, Independents and Captives. We offer a new approach designed to reduce implementation timescales and costs.
 
SOLAR:
Process any payment structure, with multiple drawdowns and other complex cash flows, including commissions, subsidy, maintenance, fees and insurance. Extremely easy to use as it runs in a standard web browser with controls that users are already familiar with.
  • Available as either a hosted (cloud) solution or, as an in-house system
  • Provides:
    • complete portfolio control through a full double entry bookkeeping system
    • user-configurable workflow with documents and alerts
    • flexible and user-configurable reporting
    • sophisticated decisioning and credit scoring
    • powerful calculation engine
    • user-configurable Collections functionality
    • includes CRM with a marketing campaigns management module
 
JUKI:
Standalone and integrated mobile processing for sophisticated financial calculations, Quoting and Portal functionality.

CSC - Booth #4


CSC® is the single source for all Uniform Commercial Code (UCC) searching and filing needs. We are the experts at due diligence management, with unmatched speed and accuracy. From a single search or file to thousands, our services save costs, reduce errors, and make routine business processes easier.

CSC has provided UCC services for nearly six decades, and is a leading provider of business, legal, tax, and digital brand services for many of the world’s largest companies. Today we serve thousands of financial institutions, including commercial banks, capital finance companies, and large leasing enterprises, as well as legal firms that specialize in secured transactions. CSC is uniquely positioned to provide the best web-based technology and flexible integration capabilities.

Companies trust CSC for UCC services that help:

  • Uncover search records that other providers and state systems miss
  • Increase the accuracy of UCC filings and reduce rejection rates
  • Monitor expirations, debtors, corporate entities, and bankruptcies

CSC’s industry-leading solutions seamlessly integrate with existing loan processes, and are supported by award-winning customer service.

We’re ready to talk
Visiting cscglobal.com, or calling (800) 858-5294, to learn why equipment leasing companies are switching to CSC, and how we can help manage risk and reduce costs associated with your lending, leasing, or legal transactions.


DAT Solutions - Booth #18


DAT Solutions Titling, Liens and Registration Compliance

www. DAT.com
For 40 years, DAT has been providing software solutions to the transportation industry. Fortune 500 banks, financial institutions, legal advisors, and businesses that need to transfer or refinance transportation assets use our services, including Wells Fargo, US Bank, Hitachi, Citi, Bryan Cave and PNC and more.


Dominion Leasing Software LLC - Booth #11


Exhibitor profile is not available at this time.

ECS Financial Services, Inc. - Booth #7


Visit us at booth #7
 
Nancy A. Geary, CPA, CLP | Partner
847.897.1715 direct | ngeary@ecsfinancial.com
 
Jay W. Dahl, CPA, CLP | Partner
847.897.1714 direct | jdahl@ecsfinancial.com
 
Shari L. Lipski, CLP | Principal
847.897.1711 direct | slipski@ecsfinancial.com
 
ECS Financial Services is one of only a few CPA firms in the United States that specializes in providing portfolio management, accounting, tax, and management advisory services to the equipment leasing industry.  Our lease management team of highly skilled accountants and tax specialists are experienced in providing quality professional service in the management of lease portfolios, and their efforts are enhanced by the state of the art, industry-specific software we utilize.
 
ECS Financial Services provides lease management services including accounts receivable billing and collections, preparation of monthly gross investment, lease income and residual schedules, as well as a variety of useful management reports, book and tax depreciation tracking, and other related needs.  ECS Financial Services provides accurate and timely reports that enable management to make sound decisions, and develop strategies for the optimum management of their portfolio and business.  ECS also prepares multiple state sales tax, and personal property tax returns for each jurisdiction involved, including tracking of due dates.  
 
In addition to our portfolio management services, ECS Financial Services can also maintain your general ledger and other accounting records, and prepare financial statements and income tax returns, including multiple state returns, for business entities and individuals.  If you would like to retain the services of your current accountant, ECS Financial Services will provide journal entries and other relevant accounting data to your in-house accountant or independent accounting firm for their use in preparing financial statements and income tax returns.
 
ECS Financial Services caters to leasing companies who need to satisfy all of the accounting and reporting requirements of their portfolio, but either cannot justify the cost of an in-house staff with all of the skills and experience necessary to meet those needs, or simply don’t want the pressures of handling these responsibilities in-house.  We can provide the flexibility and assistance necessary to meet your back-office needs.  Additionally, our services are not a bundled package; you are able to select which services you feel would be most beneficial to your organization.
 
Outsourcing the management of your lease portfolio to ECS Financial Services will result in cost savings by providing your company with all of the resources of a team of experts without the overhead.  We are the single solution to all of your lease accounting and reporting needs.  Let us put our experience to work for you wherever it is needed in accounting, income tax and lease portfolio management.

EDA by Randall-Reilly - Booth #21


 
 
Finding equipment finance prospects just got easier. EDA turns equipment-based UCC filings into a marketing database containing high-value prospects with a proven equipment finance history. With over 25 years of experience, EDA’s database contains over 5 million prospects and 25 million transactions for over 500 equipment types. To harness this powerful information, EDA’s platform also provides event-based triggers that can identify prospects with potential lease expirations, vendor refinancing, rental conversions plus other equipment finance opportunities.
 
EDA is a division of Randall-Reilly.  

eOriginal Inc. - Booth #10


The standard for eAsset® Management Services, providing transaction eCertainty®;
eOriginal, Inc., founded in 1996, is the standard for eAsset®  Management services for any business that needs the ability to verify and secure, legally compliant and enforceable electronic asset documentation.
 
eOriginal provides the maintenance, control and use of critical documents that have an intrinsic value, such as negotiable instruments, in a fully electronic environment, storing and protecting these assets throughout their entire lifecycle, including post signature execution.
 
By maintaining the authenticity of original documents, the identity of the signatories, and the integrity of the content, eOriginal provides customers with the capability to realize the true benefits of fully electronic transactions and the resulting business process improvements.  

FIS - Booth #27


FIS™ is the world's largest global provider dedicated to financial technology solutions. FIS empowers the financial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, risk and compliance, trade enablement, transaction processing and record-keeping. For equipment finance companies, FIS is proud to offer Ambit Asset Finance, a modernized end-to-end core lending platform. FIS' more than 52,000 worldwide employees are passionate about moving our clients' business forward.


FIS - Booth #28


FIS™ is the world's largest global provider dedicated to financial technology solutions. FIS empowers the financial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, risk and compliance, trade enablement, transaction processing and record-keeping. For equipment finance companies, FIS is proud to offer Ambit Asset Finance, a modernized end-to-end core lending platform. FIS' more than 52,000 worldwide employees are passionate about moving our clients' business forward.


Fleet Evaluator - Booth #13


 

Fleet Evaluator is a powerful asset valuation tool backed by the most expansive and accurate data in the industries it serves. The software weighs data against key market considerations and health of the market indicators to deliver accurate asset valuations reflective of market values.


Garnet Capital Advisors, LLC - Booth #12


Exhibitor profile is not available at this time.

Great American Insurance Group - Booth #2


Visit us at booth #2
 
Great American Insurance Group helps make equipment transactions faster, easier, and more profitable for leasing and finance businesses, while helping them provide added value, convenience, and exceptional service to their customers. Physical damage insurance for equipment, vicarious liability insurance for lessors, property insurance for commercial titled vehicles, stip loss gap insurance, and equipment residual value insurance are our specialties.
 
Customized insurance programs for automatic, voluntary and POS scenarios help you:
• Create new revenue streams
• Expedite the leasing and finance process
• Provide a convenient insurance option for customers
• Manage risk for a healthy portfolio
 
Great American Insurance Company, flagship company of Great American Insurance Group, has been upgraded to an “A+” (Superior) rating and has continuously earned an “A” rating or higher by A.M. Best Company for more than 100 years (affirmed March 20, 2015).

International Decision Systems - Booth #35


Paul Macura, VP Sales - Americas & Europe
220 South Sixth Street
Suite 700
Minneapolis, MN 55402
www.idsgrp.com
(612) 851-3200
information@idsgrp.com

IDS is the leading global provider of software and solutions for the equipment and asset finance industry. IDS has a proven track record of serving hundreds of customers, from smaller independents to seven of the world’s top 10 lessors in over 30 countries around the globe. IDS solutions are powerful and functionally-rich, yet flexible to meet each organization’s business needs. IDS customers benefit from the collective best practices of our large, global user community. Headquartered in Minneapolis, MN, the company also has offices in the United Kingdom, Australia, Singapore and India. For additional information, visit www.idsgrp.com or email information@idsgrp.com


International Decision Systems - Booth #36


Paul Macura, VP Sales - Americas & Europe
220 South Sixth Street
Suite 700
Minneapolis, MN 55402
www.idsgrp.com
(612) 851-3200
information@idsgrp.com

IDS is the leading global provider of software and solutions for the equipment and asset finance industry. IDS has a proven track record of serving hundreds of customers, from smaller independents to seven of the world’s top 10 lessors in over 30 countries around the globe. IDS solutions are powerful and functionally-rich, yet flexible to meet each organization’s business needs. IDS customers benefit from the collective best practices of our large, global user community. Headquartered in Minneapolis, MN, the company also has offices in the United Kingdom, Australia, Singapore and India. For additional information, visit www.idsgrp.com or email information@idsgrp.com


Ivory Consulting Corporation - Booth #26


Scott A. Thacker
Chief Executive Officer
925-482-3698
415-933-0892 - mobile
scott.thacker@ivorycc.com
www.ivorycc.com

For over 35 years, Ivory Consulting Corporation has been the leading provider of equipment lease and loan software, software customizations and consulting services for the equipment finance industry. Ivory's flagship product, SuperTRUMP, is the proven solution for modeling and pricing complex leases and loans and is trusted by 8 of the Monitor top 10 companies. Ivory Consulting Corporation is privately held and headquartered in Walnut Creek, CA.


Linedata Lending and Leasing - Booth #25


 
 
Heather Horrocks
Marketing Manager, Lending & Leasing
1111 Third Avenue – 9th Floor – Seattle WA 98101 - USA
Tel +1 206 548 1676
heather.horrocks@na.linedata.com
 
Linedata is a global solutions provider dedicated to the investment management and credit community with 1000 employees in 15 offices around the globe. Linedata is at the service of the Equipment Finance industry and applies its market and client insight to provide innovative and flexible mission-critical software and services that help its clients grow in over 50 countries.
 
Linedata offers a comprehensive end-to-end solution allowing you to offer to your clients financing products adapted to their needs, including asset finance, financial lease, full service rental, fleet management and services contracts. One hundred and thirty institutions in 35 countries use our Lending and Leasing solutions.
 
Linedata Capitalstream, Linedata Ekip 360 and Linedata Profinance for the Financing, Equipment and Vehicle Leasing Industry
 
Linedata Capitalstream is the Best-in-Class solution that provides the Equipment Finance industry with the tools and services that they need to automate multiple lines-of-business around the globe, enables higher levels of efficiency in decision-making, and increases your ability to stay ahead of the evolving regulatory environment.  In error reduction alone, our customers report decreases of 75%.
The Linedata Capitalstream credit and lease originations, risk and regulatory management platform automates disparate, high-touch operations into a fully-integrated, straight-through-processing lease and loan front office solution for Equipment Finance.
 
Linedata Capitalstream provides the business and risk intelligence and process optimization that credit teams need to manage risk, assure compliance, streamline product delivery, and grow customer relationships.
 
Linedata Ekip 360 is a comprehensive end-to-end solution, supporting direct and indirect lending and leasing, addressing the key tenets of an equipment finance or auto finance business:  Origination, Servicing and Collections, through a single, integrated platform.
 
Linedata Profinance is a comprehensive wholesale finance management system offering a global solution for dealer funding facilities.  Designed by professionals from the automotive finance industry, this solution manages international wholesale operations and is highly configurable to support a wide range of financial products and plans including, traditional inventory finance (floor plan facilities), dealer loans, advance commission, overdrafts, factoring and spare parts finance.
 
Linedata Profinance offers comprehensive, modular front-to-back management of the vehicle life cycle, from wholesale finance for the retailer to retail finance for the end customer.
 
With over 450 professionals focused on lending and equipment leasing, Linedata Lending and Leasing serves over 25% of the top lending institutions in North America and Europe.
 

LTi Technology Solutions - Booth #37


Bryan Hunt
4139 S. 143rd Circle
Omaha, NE  68137
(402) 493-3445
bryan@leaseteam.com
www.leaseteam.com
 
LeaseTeam is developing the next generation of products and solutions for the equipment leasing and finance industry. LeaseTeam’s end-to-end single system approach allows businesses to stop talking about front-end and back-end processes and start talking about a total transaction engagement lifecycle.  
 
Equipment finance transactions are no longer linear; therefore, you need a system that will provide you a comprehensive view of your business. LeaseTeam’s single system - one database solution, ASPIRE, provides an all-encompassing view of your business, and the benefits this affords are numerous. For example: more efficient data entry, better reporting and deeper insight into your business and your customer’s experience -  all of which help to accurately define your business model and strategic direction.
 
Having a single system for your entire lease and loan processing also means more aligned and streamlined processes as well as significant efficiency gains. For example, you can create late fee notifications, email them out, and store them in the repository all as one seamless automated process.  
 
A single system also gives you greater transparency into your business. For example, changes made to a contract, including notes or comments, can be seen throughout the organization. This allows you to configure intelligent workflows that can be implemented from origination, including: task lists, email notifications etc. Most importantly, transparency into your business allows you to break down departmental silos and unite disparate groups to provide a seamless customer experience. This is absolutely essential to remain competitive over the long haul in this evolving digital era.
   

LTi Technology Solutions - Booth #38


Bryan Hunt
4139 S. 143rd Circle
Omaha, NE  68137
(402) 493-3445
bryan@leaseteam.com
www.leaseteam.com
 
LeaseTeam is developing the next generation of products and solutions for the equipment leasing and finance industry. LeaseTeam’s end-to-end single system approach allows businesses to stop talking about front-end and back-end processes and start talking about a total transaction engagement lifecycle.  
 
Equipment finance transactions are no longer linear; therefore, you need a system that will provide you a comprehensive view of your business. LeaseTeam’s single system - one database solution, ASPIRE, provides an all-encompassing view of your business, and the benefits this affords are numerous. For example: more efficient data entry, better reporting and deeper insight into your business and your customer’s experience -  all of which help to accurately define your business model and strategic direction.
 
Having a single system for your entire lease and loan processing also means more aligned and streamlined processes as well as significant efficiency gains. For example, you can create late fee notifications, email them out, and store them in the repository all as one seamless automated process.  
 
A single system also gives you greater transparency into your business. For example, changes made to a contract, including notes or comments, can be seen throughout the organization. This allows you to configure intelligent workflows that can be implemented from origination, including: task lists, email notifications etc. Most importantly, transparency into your business allows you to break down departmental silos and unite disparate groups to provide a seamless customer experience. This is absolutely essential to remain competitive over the long haul in this evolving digital era.
   

MB Financial Bank - Booth #8


 
When your business is equipment financing, you see the world differently than most. Where others see obstacles, you see opportunities.  We know, because at MB Financial Bank, we provide a broad range of equipment leasing and financing solutions to help serve your needs.
 
We offer customized paying agent solutions to increase client security and reduce paperwork.  MB Paying Agent Express can save you time and effort at every step of the payment process. And MB is pleased to announce we now offer Paying Agent services in Canada to facilitate your payment needs north of the border.
 
MB provides efficient debt, equity and bridge financing, as well as full-service banking for independent leasing companies.  We also deliver reliable and efficient financing for institutional capital markets partners, including acquisition and syndication of lease and loan transactions.
 
Stop by and ask how MB Paying Agent Express and our new Canadian Paying Agent service can help your leasing company securely manage multiple lease payments online and in real time.  Let MB share our knowledge of the equipment finance and leasing industry and expertise in institutional financing to help you grow your business.
Visit our website at www.mbfinancial.com or contact us at (1.888.422.6562) to learn more.  
   

Monitor / monitordaily.com - Booth #22


 
Frank P. Battista
919 Conestoga Road
Bldg: 3 Suite: 213
Rosemont, PA  19010
Direct:  484.253.2508
Email: fbattista@monitordaily.com  
 
MONITOR – PRINT/DIGITAL/MOBILE  
The Monitor trade magazine has been serving the equipment finance and leasing industry since 1974. Now in its 43rd year of publication, the 2016 Monitor, with improved demographics, will publish six bi-monthly issues, plus the annual Monitor 100.
 
Each issue of the Monitor has an audience reach of over 15,000 readers, which includes digital circulation to over 3,000 subscribers who are predisposed to this medium of content delivery. The Monitor app for tablets and smartphones expands our reach even further with anywhere, anytime delivery.   
   
monitordaily ONLINE
Now in its 20th year, the monitordaily website provides visitors with enhanced features including new adaptive technology that renders content in a user friendly format for mobile devices. With a solid base of over 20,000 unique visitors and managed distribution of page impression inventory, advertisers can count on maximum visibility and measureable ROI.       
 
monitordaily E-NEWS BROADCAST
Our most popular advertising media platform, monitordaily’s Daily E-News Broadcast reaches over 7,400 registered e-news subscribers every business day. Often imitated, but never duplicated, this medium of choice for the latest information and up-to-the-minute industry news is the product of over 18 years of being in tune with what readers want to know. With the addition of a new, more robust email delivery system, advertisers now get the benefit of higher open rates, unique click metrics and 99% deliverability.  
 
Molloy Associates
Since 1968, Molloy Associates has been engaged in the business of executive search for employers in the equipment finance and leasing industry. Drawing on a reputation for process integrity, Molloy Associates is the search firm of choice simply because of its long experience in the industry and unparalleled access to prospective candidates.
 

Moody's Analytics - Booth #9


Exhibitor profile is not available at this time.

NETSOL Technologies - Booth #33


NETSOL Technologies is a leading global business services and enterprise software solutions provider primarily serving the asset finance and leasing industry worldwide. The company’s suite of applications is backed by 40 years of domain expertise and supported by a committed team of over 1600 professionals placed in eight strategically located support and delivery centers throughout the world. The company is headquartered in Calabasas, California in the United States and have support and delivery centers in the United Kingdom, Australia, Thailand, Indonesia, China and Pakistan.

NETSOL prides itself in maintaining the highest quality standards while delivering services to its diverse client base across the world including blue-chip organizations and Fortune 500 companies. Having helped over 200 companies across the globe streamline their operations, the company has delivered more than 300 implementations with a 100% project success rate. NETSOL is also the first IT company in the finance and leasing industry to launch a complete line of enterprise digital applications.

The company’s end-to-end product solutions alongside the enterprise digital solutions offered by NETSOL help organizations transform their finance and leasing operations, providing a fully automated asset-based finance solution covering the complete finance and leasing life-cycle. The company’s core product alongside its digital solutions have been powering leasing, lending and wholesale asset management operations for organizations across the world. NETSOL’s systems offer complete lease management for automotive finance contracts to equipment leasing and big ticket finance.

CONTACT INFORMATION
Corporate Headquarters
23975 Park Sorrento, Suite 250, Calabasas, CA 91302, USA
Email: info@netsoltech.com
Phone: +1 818-222-9195


NETSOL Technologies - Booth #34


NETSOL Technologies is a leading global business services and enterprise software solutions provider primarily serving the asset finance and leasing industry worldwide. The company’s suite of applications is backed by 40 years of domain expertise and supported by a committed team of over 1600 professionals placed in eight strategically located support and delivery centers throughout the world. The company is headquartered in Calabasas, California in the United States and have support and delivery centers in the United Kingdom, Australia, Thailand, Indonesia, China and Pakistan.

NETSOL prides itself in maintaining the highest quality standards while delivering services to its diverse client base across the world including blue-chip organizations and Fortune 500 companies. Having helped over 200 companies across the globe streamline their operations, the company has delivered more than 300 implementations with a 100% project success rate. NETSOL is also the first IT company in the finance and leasing industry to launch a complete line of enterprise digital applications.

The company’s end-to-end product solutions alongside the enterprise digital solutions offered by NETSOL help organizations transform their finance and leasing operations, providing a fully automated asset-based finance solution covering the complete finance and leasing life-cycle. The company’s core product alongside its digital solutions have been powering leasing, lending and wholesale asset management operations for organizations across the world. NETSOL’s systems offer complete lease management for automotive finance contracts to equipment leasing and big ticket finance.

CONTACT INFORMATION
Corporate Headquarters
23975 Park Sorrento, Suite 250, Calabasas, CA 91302, USA
Email: info@netsoltech.com
Phone: +1 818-222-9195


Odessa - Booth #29


 
Odessa is a software company exclusively focused on the global leasing industry. The company is headquartered in Philadelphia, PA and employs a staff of 450 people. The LeaseWave suite is a fully Internet-based family of products, providing an end-to-end lease and loan origination and portfolio management solution for equipment leasing and finance, vehicle leasing and finance and fleet management companies. The LeaseWave suite is specifically engineered to be configurable and customizable and accommodate even the most complex of business models, as evidenced by its diverse customer base.     
 
       

Odessa - Booth #30


 
Odessa is a software company exclusively focused on the global leasing industry. The company is headquartered in Philadelphia, PA and employs a staff of 450 people. The LeaseWave suite is a fully Internet-based family of products, providing an end-to-end lease and loan origination and portfolio management solution for equipment leasing and finance, vehicle leasing and finance and fleet management companies. The LeaseWave suite is specifically engineered to be configurable and customizable and accommodate even the most complex of business models, as evidenced by its diverse customer base.     
 
       

PayNet, Inc. - Booth #1



About PayNet
PayNet, Inc. is the leading provider of credit ratings on small businesses, enabling lenders to achieve optimal risk management, growth and operational efficiencies. We serve as trusted, strategic advisors to banks and commercial finance institutions.

Our data analytics provides these C&I lenders accurate, exclusive credit insights derived from our proprietary database, the largest database of small business loans, leases, and lines of credit in existence. Our database encompasses:

  • Over 23 million contracts
  • More than $1.5 trillion in obligations

TAKING THE RISK OUT OF SMALL BUSINESS LENDING

Using state-of-the-art analytics, PayNet converts raw data into real-time market intelligence and predictive information that subscribing lenders use to make informed small business financial decisions and improve their business strategy.

Offering a variety of powerful products and solutions, PayNet's Small Business capabilities range from historic credit-reporting and automated credit-scoring to detailed strategic business reviews that include:

     
  • Portfolio risk measurement
  • Default forecasting
  • Peer benchmarking
  • Critical industry trend analysis

PlanITROI, Inc - Booth #19


 
PlanITROI is recognized as the leader in IT asset disposition (ITAD), asset added value recovery, after-market services with sale of your asset to the next user.  
 
Are you getting true fair market value (FMV) at end of lease from your partner?
PlanITROI offers the highest industry returns on your assets because we sell direct to the next user through major retailers. No middlemen means higher returns for you!  
 
Do you get detailed and timely reporting of all your assets with serialization?  
 
PlanITROI DIFFERENTIATOR: Real-Time Transparency Through PlanITvision PlanITvision enables real-time visibility, reporting, and analytics for every serialized asset you entrust us with. It provides you unparalleled access into your business - 24/7/365. You see the whole process from procurement, deployment, repair, redeployment, retirement to resell or recycle. PlanITvision is your real-time dashboard view into your data and metrics, reported and represented just the way you want. You never have to wonder how you are doing you can log in and find out up to the minute.  
 
All the answers you need in real time!  
 Dashboard: customized to view what you want & need.  
 Reporting: customized inventory, deployments, repairs, etc.  
 Decision-making: process logic, allocation, repairs, inventory, etc.  
 Controls: scheduled pick-ups, repair costs, inventory allocation, etc.  
 Search: serialized assets, asset tags, locations, customers, history, etc.  
 Quick Answer: get answers NOW to custom questions.  
 
   
 
 
   

Sword Apak - Booth #5



Who we are …
Founded in 1979, Sword Apak has over thirty years' experience of providing specialist financial systems to the global asset finance and banking sectors. Our products have been designed by in-house financial software specialists, utilizing their extensive knowledge and long-term experience of working within the financial services industry. Many of our staff have a background in finance, which helps us to provide the best business focused and technically advanced solutions. Our specialist teams work with business and IT leaders to solve critical challenges by taking an intense industry focus with deep strategic insight, ensuring there is close alignment between the organization's business strategy and IT initiatives.
 
As part of the Sword Group, Sword Apak has access to a global infrastructure of offices and hosting facilities in over 20 countries.
 
Our business …
With a proven, first class record of delivering and supporting international wholesale floorplanning technology requirements, Sword Apak's market leading Wholesale Finance System, 'WFS' is widely recognized as the preferred solution for major banks and captive finance providers in the automotive and equipment funding sectors. Specifically developed to standardize, streamline and automate dealer funding operations, WFS can be rolled out into multiple markets on a single, global platform with minimal impact on our clients' business and technical infrastructures, whilst significantly improving operational efficiency and productivity. Supporting dealers in more than 20 countries, Sword Apak's floorplanning software is successfully used globally by major financial institutions.



How the Golf Pairings Work

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