Equipment Leasing and Finance Association - Equiping Business for Success

2014 Equipment Management Conference

February 23, 2014 - February 25, 2014

Arizona Biltmore Hotel
Phoenix, AZ


 
Online Registration is currently closed.  You can still register for this conference by one of the following means:
 
     * Fax your registration form to (202)478-0980 or
     * Register onsite at the conference
 
 
 
 
Program Highlights
 
SERVING EQUIPMENT MANAGEMENT PROFESSIONALS FOR OVER A QUARTER OF A CENTURY
 
GREAT SESSIONS that bring you up-to-date on a variety of asset classes
 
LIVE INSPECTION of equipment, guided by qualified professionals
 
OFF-SITE EQUIPMENT TOURS enabling attendees to get invaluable insight into a variety of equipment and to see them in actual work settings.
 
FIRST CLASS EXHIBITION of equipment appraisers, remarketers, and others you need to meet
 
UNMATCHED NETWORKING OPPORTUNITIES with your peers in the industry.
 
There is no better place to evaluate current market conditions, portfolio quality and residual values for a variety of equipment segments than this conference.
 
Conference Qualifies for A.S.A. Re-Certification
 
Exhibitor Opportunities
An exhibition is held in conjunction with this conference.  To receive more information about exhibiting, please contact Steve Wafalosky at 440-247-1060 or stevew@larichadv.com  
 
Sponsorship Opportunities
Sponsoring events and functions at ELFA meetings provides excellent exposure for your company. Contact contact Steve Wafalosky at 440-247-1060 or stevew@larichadv.com if you are interested in sponsoring any of the conference events.
 

Who Should Attend?
Equipment management professionals, including senior managers and their staff, equipment appraisers and remarketers and service providers to the industry. 
 
Continuing Professional Education (CPE)
ELFA is a recognized sponsor of continuing professional education with many State Boards of Accountancy, the National Association of State Boards of Accountancy and many State Bar Associations. Most ELFA events qualify for CPEs, and attendees will be able to receive credit towards their licensing requirements.  ELFA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Telephone: (615) 880-4200.  
 
This Conference qualifies for 12 CPE Credits

Registration Fees

Price Description Amount
1st Person Attending from Company - Member $1170.00
Additional Person Attending from Company - Member $1050.00
Attendee - Non Member (All) $2340.00
Committee Member $585.00
First time attendee from ELFA member company $995.00
Speaker - Member $585.00
Speaker - Non Member $585.00
Spouse Companion - Member $275.00
Spouse Companion - Non Member $275.00

View cancellation and other policies

 SUNDAY, FEBRUARY 23
 
7:30 - 8:30 am
Continental Breakfast for Golfers
ELFA Golf Tournament Registration
Location:  Biltmore Clubhouse
 
8:30 - 1:30 pm
ELFA Golf Tournament (Shotgun Start)
The Adobe Golf Course
Location:  Biltmore Clubhouse
 
2:00 - 8:30 pm
Attendee Registration
Location: Frank Lloyd Wright Foyer
 
3:00 - 5:00 pm
On-Site Live Inspection - Specialty Equipment Showcase
Location: Frank Lloyd Wright North Parking
 
5:15 - 6:00 pm
Newcomer Reception
Location: Aztec Room
 
6:00 - 8:30 pm
Opening Reception
Exhibits Open
Location: Frank Lloyd Wright Salons F-J
 
MONDAY, FEBRUARY 24
 
7:30 - 8:30 am
Hosted Breakfast
Exhibits Open
Location: Frank Lloyd Wright Salons F-J
 
8:30 - 8:45 am
General Session
Location: Frank Lloyd Wright Salons E
 
Welcome:
DON ORAM
Equipment Management Committee Chair
Senior Vice President
Wells Fargo Equipment Finance
 
8:45 - 9:15 am
General Session
Location: Frank Lloyd Wright Salons E
 
State of the Association Report
Presenter:
WILLIAM G. SUTTON, CAE
President & CEO, ELFA
 
State of the Industry Report
Presenter:
ADAM WARNER
Chairman, ELFA
President, Key Equipment Finance
 
9:15 - 10:30 am
General Session
Location: Frank Lloyd Wright Salons E
 
What's Hot, What's Not in Equipment Leasing and Finance for 2014
Presenter:
CARL C. CHRAPPA
President
Independent Equipment Company, An ALTA Group Company
 
10:30- 10:45 am
Break/ Exhibits Open
Location:  Frank Lloyd Wright F-J
 
10:30 am - Noon
Keynote Address:
Location: Frank Lloyd Wright Salons E
 
GARRISON WYNN
President, Wynn Solutions
 
Noon - 12:30 pm
Box Lunches for All Attendees
Location: Frank Lloyd Wright Foyer
 
12:30 pm
Buses Load for Off-Site Tours
Location: Frank Lloyd Wright Drive
 
1:00 - 4:30pm
Off-Site Tours
Pre-Registration Required; Proper Attire Required
*  Empire Caterpillar
*  Desert Trailer Systems, Inc.
*  Somerset Technology Sales
*  Royal Paper Converting
*  IO Data Center
 
4:30 - 5:00 pm
Buses Return from Off-Site Tours
Location: Frank Lloyd Wright Drive
 
5:00 - 7:30 pm
Hosted Reception
Exhibits Open
Location: Frank Lloyd Wright Salons F-J
 
TUESDAY, FEBRUARY 25
 
7:30 - 8:45 am
Hosted Breakfast
Exhibits Open
Location: Frank Lloyd Wright Salons F-J
 
8:45 - 9:00 am
GENERAL SESSION
Review of First Day/Announcements
Location: Frank Lloyd Wright Salons E
 
9:00 - 10:15
CONCURRENT TRACKS
The concurrent sessions follow one of four tracks:  Industrial, Technology, Transportation and Education
 
Track 1:  Industrial
*  Material Handling
Location: Frank Lloyd Wright Salon A
 
Track 2: Technology
*  Healthcare Equipment Financing & Implications of the Affordable Care Act
Location: Frank Lloyd Wright Salon B
 
Track 3:  Transportation
*  The Railroad Industry - Where Opportunity Lies Today and in the Future
Location: Frank Lloyd Wright Salon C
 
Track 4:  Education
*  Asset Management Basics
Location: Frank Lloyd Wright Salon D
 
10:15 - 10:30 am
Break/ Exhibits Open
Location:  Frank Lloyd Wright F-J
 
10:30 - 11:45 am
CONCURRENT TRACKS
 
Track 1:  Industrial
*  Construction
Location: Frank Lloyd Wright Salon A
 
Track 2: Technology
*  Information Technology
Location: Frank Lloyd Wright Salon B
        
Track 3:  Transportation
*  Domestic Intermodal Industry
Location: Frank Lloyd Wright Salon C
        
Track 4:  Education
*  How to Manage and Work with Outside Appraisals
Location: Frank Lloyd Wright Salon D
 
11:45 am - 1:00 pm
General Luncheon
Location: Frank Lloyd Wright Lawn
 
Senior Management Luncheon
(pre-registration required; service provided are not allowed to attend)
Location: Taliesen
 
1:15 - 2:15 pm
CONCURRENT TRACKS
          
Track 1:  Industrial
*  Plastics Industry Machinery and Equipment Market Update
Location: Frank Lloyd Wright Salon A
 
Track 2: Technology
*  Food Processing - Industry Trends for 2014
Location: Frank Lloyd Wright Salon B
 
Track 3:  Transportation
*  Marine
Location: Frank Lloyd Wright Salon C
 
Track 4:  Education
*  Personnel Development Issues
Location: Frank Lloyd Wright Salon D
 
2:15 - 2:30 pm
Break
Location: Frank Lloyd Wright Foyer
 
2:30 - 3:30 pm
CONCURRENT TRACKS
 
Track 1:  Industrial
*  Machine Tool
Location: Frank Lloyd Wright Salon A
 
Track 2: Technology
*  Valuation of Energy Generation Assets in the Age of Shale
Location: Frank Lloyd Wright Salon B
 
Track 3:  Transportation*  Truck/Trailer
*  Corporate Aviation
Location: Frank Lloyd Wright Salon D
 
* The View from Inside and Outside the Beltway
Location:  Frank Lloyd Wright Salon C
 
6:00 - 9:00 pm
Closing Reception, Dinner and Charity Auction
Location: Gold Room Patio
Pre-registration required
Proceeds to be donated to the Leukemia and Lymphoma Society
 
 
 
 
 

Available Functions

  IO Data Center Tour (Limited to 40 people) 02/24/2014
  Royal Paper Tour (Limited to 40 people) 02/24/2014
  Somerset Technology 02/24/2014
  Desert Trailer Systems Inc. 02/24/2014 (Limited to 40 people)
  Senior Management Luncheon 02/25/2014
Luncheon open only to Senior Equipment Managers working in Equipment Leasing and Finance companies.
  Closing Dinner and Charity Auction

Speakers

Gary Anderson

Senior Manager- Extrusion, Film, Printing, and Converting
Plastics One Asset Advisors, LLC



Mike Bailey

Chief Executive Officer
Yellow Fin Marine Services, LLC


Mike Bailey is the Chief Executive Officer for Yellow Fin Marine Services, LLC. The company was established in 2006. Yellow Fin Marine Services, LLC is a crew boat and utility boat operator based out of Houma, La. Our fleet consists of seven crew boats ranging in size from 125’ to 165’, one 120’ utility vessel and one 140’ mini-supply vessel.  Prior to starting Yellow Fin Marine Services, LLC, Mr. Bailey owned and operated crew boats while acting as the Operations Manager for Laborde Marines’ Crew Boat, Lift Boat and Supply Vessel divisions which consisted of (10) 165’ Crew Boats, (5) lift boats ranging in size from 105’ to 200’ and (4) supply vessels ranging in size from 191’ to a 260’ DP2 vessel.  Mr. Bailey’s 23 year career in the offshore vessel industry started in 1991with Tidewater Marine. He held a variety of positions which included Captain, Marine Superintendent, Safety Director and Assistant Operations Manager for the Gulf of Mexico Crew Boat division.

Robert Breakstone

President/CEO
Equipment Exchange Company Of America


Mr. Robert Breakstone, CSA, CEA our Senior Appraiser, has been President of Equipment Exchange Company of America, Inc. since 1989. Our firm has been in the used equipment business since 1979. Having grown up in the process business, Robert has a wealth of experience in many facets of food production. He has toured many production plants in United States, Provinces of Canada as well as Puerto Rico and Central America. Equipment Exchange Company specializes in buying, selling and evaluating meat process, baking, beverage, frozen foods, vegetable, dry goods and related food products and equipment. We also have extensive database of sales history for our in-house sales comparisons.
 
In 2002, Mr. Breakstone first completed and has been accepted by the Association of Machinery and Equipment Appraisers (AMEA) as a Certified Equipment Appraiser (CEA). In 2005, Mr. Breakstone completed the requirements for Certified Senior Appraiser (CSA) status in Equipment Appraisers Association of North America. These certifications require acceptance to conform in all respects to the designated Codes of Ethics, the appropriate Standards and Procedures of Professional Appraisal Ethics and Practice, certification in Uniform Standards of Professional Appraisal Practice (USPAP) as well written exams, submittal of an appraisals for review and acceptance, as well as a minimum of five years of appraisal experience. Both designations dictate on-going requirements to maintain accreditation.

George Burnet

President
Taylor New England Equipment Inc


President
Taylor New England Equipment, Inc.
North Hampton, NH
April 2010 - Present
Full Service Lift Truck Dealer representing Taylor Machine Works and Doosan Industrial Vehicles

Senior Vice President - General Manager
Northland Industrial Truck Co., Inc.
Wilmington, MA
January 1996 - April 2010
Full Service Material Handling Dealer with 230 employees and 5 locations.
Representing Yale Materials Handling, Hyster, Taylor, Drexel/Landol, Taylor-Dunn, Combilift, Mariotti and several others

Vice President - Sales
Northland Industrial Truck Co., Inc.
Wilmington, MA
January 1991 - January 1996

Sales Manager
Northland Industrial Truck Co., Inc.
Wilmington, MA
July 1987 - January 1991

Equipment Sales Representative
Northland Industrial Truck Co., Inc.
Worcester, MA
April 1980 - July 1987

Aftermarket Sales Representative
Northland Industrial Truck Co., Inc.
Wilmington, MA
August 1976 - April 1980

Aftermarket Sales Representative
Field Machinery Company
Cambridge, MA
Datsun Lift Truck Dealer
July 1974 - August 1976

Partsman
Field Machinery Company
Cambridge, MA
August 1972 - July 1974

Carl Chrappa

Senior Managing Director
The Alta Group LLC


Carl C. Chrappa is Senior Managing Director – Asset Management Practice of Independent Equipment Company, headquartered in Clearwater, FL. He is a registered auctioneer, and a nationally (A.S.A.) and internationally (M.R.I.C.S.) tested and accredited senior equipment appraiser with over 35 years of experience.

Mr. Chrappa is uniquely qualified for this presentation, since he actively trades in equipment markets, and provides appraisals and equipment consulting services to companies throughout the world. He is also a member of NABE, and is a member of it’s Industrial/ Mfg Roundtable of which he is two term past Chair. Mr. Chrappa also serves as a panelist on the Fed Res Bank of Philadelphia’s – Livingston Survey, which semiannually forecasts macroeconomic moves in the U.S. economy.

He is a founding member and Chair Emeritus of The ELFA's Equip Mgt Com, he also serves on the Board of Directors of the CFA, he was elected and served on the ELFA’s Service Providers Steering Committee, and is a past national technical director of AACEI. Mr. Chrappa was the recipient of the ELFA’s 2010 Distinguished Service Award. He has co-authored a book entitled A Leasing Companys Guide to Equipment Management and is a regular content provider to the ELFA's web-based ELFAonline.org.

Phone (727) 796-7733
Email: cchrappa@iecvalue.com or cchrappa@thealtagroup.com


Edward Detwiler

President
Edward G. Detwiler & Associates, Ltd.


Edward G. Detwiler, ASA specializes in Appraisals, Conflict Resolution and Consulting, with extensive experience in the area of high-technology and high-value healthcare products. His company, Edward G. Detwiler & Associates, Ltd., conducts appraisal assignments in valuations of practices, hospitals, imaging, surgery and radiation therapy centers and other related businesses. Detwiler consults in assignments requiring an expert having extensive knowledge in valuing, marketing, financing and engineering of high-technology, high-value products. His firm also conducts research projects in the future value of healthcare technology products.

As an independent appraiser and commercial arbitrator, he is called upon for expertise needed in resolving cases involving a variety of healthcare equipment and systems. Detwiler also has experience serving as an expert witness in healthcare technology cases.

Kimberly Esposito

Managing Director, Asset Management Services
The Alta Group LLC


Ms. Esposito has over 20 years of experience in Equipment Management. During her career, she has been responsible for portfolio management at two bank leasing companies, as an appraiser specializing in rail, material handling and middle-ticket assets; including transportation equipment, high-tech, and industrial equipment. She has sold numerous types of equipment internationally, including over 25,000 marine containers for a major container leasing company. She received her Accredited Senior Appraiser (A.S.A.) designation in 1998, and is past president of the A.S.A. Maryland Chapter. Ms. Esposito has actively served on the Equipment Management Committee since 2007 and was elected Committee Chair in 2014. She also has served as a member of the Credit & Collections Committee since 2011. She is a graduate of the University of Connecticut at Storrs.

William Gallagher

Director, Servicing Operations & Asset Management
CIT



Barry Geister

President
Anderson Young Associates, Inc.


Barry Geister, President of Anderson Young Associates, a 22 year old executive search firm that specializes in all aspects of Commercial Finance and Equipment Leasing.  Barry received his Bachelor's degree and MBA from Bernard Baruch College, the leading business college in the City University of New York system. Although located in Metro New York City, Anderson Young recruits and places candidates  on a national scale.    

John Gougeon

VP, Manager - Corporate Valuations
Banc of America Leasing


John is Vice President, Manager - Corporate Valuations for Banc of America Leasing. John's team is responsible for equipment valuation supporting BAL's corporate originations group. Areas of coverage include Marine, Rail, Transportation, Medical, Material Handling, amongst others. Prior to joining BAL, John spent 8 years as a Major Account Manager for IronPlanet. John has over 25 years Equipment Management experience, including senior management roles at National Bank of Detroit Equipment Finance (NBD), Heller Financial (HF) and GE Capital.

John enjoys spending his free time with his wife Beth and their three beautiful daughters.

Brian Gretz

Vice President
Transamerican Equipment Corp.


Brian Gretz, Vice-President of Trans-American Equipment, Inc., brings over twenty years of experience in the material handling industry.  He holds a Bachelor of Science degree in Political Science from West Chester University. While Brian’s knowledge extends over the many facets of the industry, his expertise lies in the valuation and re-marketing of used equipment – particularly off-lease fork trucks. Brian stays busy over-seeing the daily operations of Trans-American’s two locations in Charlotte, NC and Hardeeville, SC.  He lives in Wesley Chapel, NC with his bride of 15 years and their four children.

Thomas Hazelhurst

President
Machinery Management LLC



Kenneth Heyse

Managing Director
Plastics One Asset Advisors, LLC


Ken Heyse is the Managing Director of Plastics One Asset Advisors, LLC.

Since 1987, Mr. Heyse has been actively involved in all phases of the Plastics Machinery Industry including appraising, processing machinery manufacturing, sales, and distribution.

Plastics One has been one of the country's foremost Asset Advisors for Plastics Processing Machinery for over 30 years, actively working with the Leasing and Finance community providing appraisals, lease residual guidance, work out and liquidation assistance, and published Industry updates.

Among Ken's Career Highlights:
* Served as VP and General Manager for several top Plastics Industry Original Equipment Manufacturers.
* Actively Marketing, re-marketing, and liquidating Plastics Industry Capital Assets since 1989
* Active Guest Speaker and Contributing Member to the Society of Plastics Engineers, American Society of Appraisers, and the Equipment Leasing and Finance Association
* Published Author in the American Society of Appraisers MTS Journal and Injection World Magazine on the Plastics Injection Molding Resale Market
* Contributing as technical advisor on hundreds of valuation projects involving the Plastics Industry.

PROFESSIONAL:
* Member Society Plastics Engineers (SPE)
* Member Society Plastics Industry (SPI)
* SPI committee chair- Robotics
* ASA Accredited Senior Appraiser
* Extensive Cross Industry knowledge of all types of Plastics Processing Machinery

Kenneth M. Heyse, A.S.A.
Managing Director
Plastics One Asset Advisors, LLC
151 Ella Grasso Ave
Torrington, CT 06790
PH: 203-265-1193
FAX: 203-284-8243
kmh@plasticsone.com

Jeffrey Jones

CEO
Apto Solutions


Jeffrey A. Jones, Chief Executive Officer of Apto Solutions which he cofounded in 2001.  Apto has been recognized by Gartner in their 2013 Global Magic Quadrant for IT Asset Disposition.   Apto provides class leading recovery, remarketing and recycling solutions for the worlds largest IT leasing companies, IT manufacturers and technology-centric companies across all categories of IT equipment from the desktop to the data center.   

Terese Kramer

Head of Asset Management
Bank of the West


Prior to joining Bank of the West, Terese was Global Valuation Leader for GE Healthcare. She was Vice President, Equipment Management Group at BMO Harris Equipment Finance for seven years in Milwaukee, WI.

Terese has spent 25 plus years in the equipment leasing business including 15 years in the UK. She has held various management positions - in equipment valuation, portfolio management, and remarketing - for such global bank lessors as Banc of America Leasing & Capital, LLC, and Lombard Business Finance. Additionally, she has led teams for independent lessors including GATX Capital Corporation, GATX Asset Residual Management plc (GARM) and Heller Global Vendor Finance.

Terese was the principal of TK Consultants, an international consulting firm founded in April 2003 to provide equipment management expertise to companies involved with international leasing and valuation. Clients of TK Consultants included Lloyds TSB Bank Plc, Barclays Bank Plc, RBS, HSBC, Arab Bank Corporation and Fortis Lease among others.

Terese has spoken at various international conferences including Leasing Life Conferences, the UK Finance & Leasing Association, Lease Europe and the International Finance and Leasing Association.

A dual British and American citizen, Terese relocated to the UK in 1993 having completed all course work in the American Society of Appraisers, Plant and Machinery Discipline. She received a Master of Arts degree from Michigan State University in 1976.

Michael Lane

Director
NewGen Strategies & Solutions, LLC


Michael Lane has been active in the power plant, electric distribution, water, and gas industries for over 25 years including experience in management, operations, finance and valuation. Mr. Lanes broad range of experience includes strategic and business planning, business development, financial and economic feasibility studies, cost-of-service analysis and rate design, system valuation studies, and power plant operation, maintenance and planning.
 
He recently joined NewGen Strategies and Solutions, LLC after working at SAIC's energy consultancy for more than 14 years (including SAIC's acquisition of R. W. Beck, Inc.) where he led the appraisal/valuation practice. Prior to SAIC, he worked with Hartford Steam Boiler Insurance Company as a field engineer/boiler inspector and as a submarine based nuclear power plant supervisor in the United States Navy.
 
Michael has an M.B.A. from the Jack Massey Graduate School of Business at Belmont University, a BBA from Belmont University and an Associates in Applied Sciences in Nuclear Engineering Technology from Thomas Edison State College. He is an Accredited Senior Appraiser by the American Society of Appraisers, specializing in Public Utility Appraisals.

Eric Livingston

Senior Vice President, Asset Management
Citizens Asset Finance, Inc.


Eric Livingston is Senior Vice President Asset Management for Citizens Asset Finance focusing on the rail and marine industries. Prior to this he was Vice President and Executive Director, Portfolio and Equipment Management at GATX Corporation. Where he directed all asset management activities for GATX's $500 equipment finance portfolio. Prior to joining GATX in 2001, Mr. Livingston served as Vice President of Asset Management at ATEL Capital Group where he supervised all asset management activities for ATEL's $750 Million diversified equipment finance portfolio.
 
Mr. Livingston began his twenty-five year leasing career at GE Capital Computer Leasing in a variety of positions including Investment Analyst, Trader-IBM Communications Equipment and Product Manager-IBM Enterprise Systems. He holds a Bachelors Degree in Finance from San Diego State University and is a ASA accredited Senior Appraiser.



Mark Loken

Vice President, Credit
Farm Credit Leasing Services Corporation


Mark Loken is Vice President, Credit for CoBank - Farm Credit Leasing. Mr. Loken is responsible for Credit, Portfolio, and Asset Management functions at Farm Credit Leasing. He has over 20 years of equipment finance experience in various roles, including credit underwriting, sales, asset management and portfolio. Prior to joining Farm Credit Leasing in March 2016, Mr. Loken spent two years at Cisco Capital and fourteen years at TCF Equipment Finance. He received a bachelor's degree in Finance and Economics from the University of Wisconsin - Whitewater and a Masters of Business Administration from the University of St. Thomas.

Joe Lundvick

COO
Perfection Machinery Sales Inc.


Mr. Lundvick is a 1989 graduate of the University of Illinois (Urbana/Campaign) where he received degrees in Economics and Business Administration. Shortly after graduation he started his machine tool career with Yamazen Incorporated, a 4 billion dollar machine tool distributor headquartered in Osaka, Japan and the largest Mori Seiki distributor in the world at that time. At Yamazen Mr. Lundvick headed the used machinery division which handled the evaluation, remarketing and worldwide sale of used machinery that was traded in towards new machine purchases. His used machinery division successfully served 17 regional sales offices in the United States and advised Yamazen’s international headquarters on used machinery values and other used machinery issues.
 
Mr. Lundvick left Yamazen to join Perfection Machinery Sales (now Perfection Global LLC) and direct their worldwide buying and selling of used machinery. By combining the latest computer and communication technologies with his more than 22 years of experience in finding, evaluating, marketing and selling used machinery, Mr. Lundvick has helped keep Perfection Global LLC a worldwide leader in the used machinery industry. He  has lead Perfection’s evolution from simple used machinery dealer into a used industrial asset specialist with entire divisions dedicated to Machinery Sales, Investment Recovery/Surplus Asset Management, Industrial Auctions & Liquidations, and Financial Solutions/Asset Based Lending. Mr. Lundvick is a board member and 2nd Vice President of the Machinery Dealer’s National Association (MDNA.org) – one of the used machinery industry’s oldest and largest trade associations. Joe is also an officer of the Chicago Chapter of the MDNA.
 
Mr. Lundvick is the District Chairman of the Precision Metalforming Association (PMA.org) Chicago District. The PMA is a full-service trade association representing the $113 billion Metalforming industry of North America. Mr. Lundvick was part of the Chicago PMA District Officer Team that won the Best District Award in 2012. Mr. Lundvick is a Certified Equipment Appraiser (CEA) and an active member of the Association of Machinery and Equipment Appraisers (AMEA.org). Mr. Lundvick is a licensed auctioneer and can legally perform auctions in all 50 states. Joe graduated from the prestigious Missouri Auction School which was founded in 1905 and recognized by Newsweek magazine as the “Harvard of Auctioneering”.  Mr. Lundvick is an accomplished public speaker and has presented educational programs around the world for associations and trade shows such as: the China Used Equipment & Remanufacturing Summit, the European Association of Machine Tool Merchants, the Machinery Dealers National Association, the Association of Machinery and Equipment Appraisers, MDNA Leadership Summit,  International Manufacturing Technology Show (IMTS), Fabtech, Metalform and others.  

Patrick Mazzanti

President
Railroad Appraisal Associates


Pat Mazzanti is president of Railroad Appraisal Associates, the management consulting division of The Occor Company, specializing in the railroad industry, serving operators, suppliers and financial service companies.  Railroad Appraisal Associates is the oldest railroad specific appraisal business in the United States and was founded in 1976. Areas of expertise include railroad and locomotive appraisals, inspections, equipment remanufacture and general management consulting services.  Prior to Railroad Appraisal Associates, Pat spent 18 years with Deutsche Financial Services a unit of Deutsche Bank, with the last 7 as Head of Railroad Finance.
 
Pat earned a MBA in Business Economics from Lake Forest Graduate School of Management in Lake Forest, Illinois, as well as a BS in Economics and Finance from Canisius College in Buffalo, New York. Pat is currently a member of the Midwest Association of Rail Shippers, Equipment Appraisers Association of North America, and is a Certified Senior Appraiser. Pat resides in Spring Grove, Illinois with his wife and 2 children where he is active in the community as an elected village trustee and a member of the Chamber of Commerce. Pat is also a state certified umpire.   

Daniel Melnyk

Director of Asset Management



Robert Mercogliano

Managing Director and Head of Asset Management
SunTrust Equipment Finance & Leasing Corp.


Bob Mercogliano, Managing Director and Head of EFG Asset Management Group, ABL Equipment Finance Group
 
Bob is currently the Head of Asset Management for STRH’s Equipment Finance & Leasing Group (EFG). Bob has 30 years of Asset Management experience with expertise in managing and evaluating transportation, manufacturing, technology and healthcare assets.
 
Background and Experience Bob has held several positions during his career in Asset Management, Pricing, and Portfolio Management. Prior to joining STRH in 2014, Bob worked as the Global Head of Asset Management for the Project Structured Finance Group of Siemens Financial Services for 18 years. He currently sits on and is a former chairman of the Equipment Leasing and Finance Association’s Asset Management Committee.
        
Education
Bob received a B.S. in International Business Management from Fairleigh Dickinson University.
 
SunTrust Equipment Finance & Leasing Corp. (STEFL)
Is one of the nation’s top ten bank-owned equipment finance companies, with $5Bn in assets.  STEFL finances any type of business equipment, supporting transactions from $250,000, with the ability to originate large deals that are partially held with a portion sold to select investors. We offer a variety of debt and tax leasing structure, customized to help with capital conservation, cash flow management, asset flexibility and the efficient use of tax benefits. We are a full-service secured equipment lender leveraging our equipment management knowledge, and understanding of asset values, market dynamics and asset growth strategies to help our clients acquire, finance and manage their equipment needs. STEFL is headquartered in Atlanta with a nationwide client base.

Daniel Monberg

VP - Equipment Management Group
Banc of America Leasing



Jim Noyes

Managing Director - Asset Management
Crestmark Equipment Finance



Christopher Nugent

Managing Director
Bluechip Asset Management LLC


Mr. Nugent is Managing Director of Bluechip Asset Management, an appraisal and asset management services company. Mr. Nugent has over 25 years of experience in valuation, leasing, and financial services, focusing on equipment appraisal, residual management, asset remarketing, and portfolio management, including positions with Key Equipment Finance, Babcock & Brown, Comdisco, US Leasing, and other companies. Mr. Nugent has equipment management expertise in IT, healthcare, technology, semiconductor, energy, business equipment, construction equipment, and a variety of other industries, and has managed staff and transactions in the US, Europe, and Asia.

Mr. Nugent is an Accredited Senior Appraiser of the American Society of Appraisers. He holds a BA in Statistics from the University of California, Berkeley, and an MBA from Santa Clara University.


Rob Olsen

Vice President- Equipment Management
Wells Fargo Equipment Finance


Rob Olsen is Vice President- Equipment Management at Wells Fargo Equipment Fianance where he manages the Remarketing activities of repossessed and off lease equipment. Rob has over 18 years of back end commercial lending experience. Rob joined Wells Fargo EF in 2007 from CIT where he held various roles of increasing responsibility within Equipment Management as well as collections, workout and audit.

Donald Oram

SVP
Wells Fargo Equipment Finance


Donald E. Oram is a Senior Vice President at Wells Fargo Equipment Finance. He currently manages all End-Of-Term activities for Wells Fargo Equipment Finance and is the current 2013 Chair of ELFA’s Equipment Management Committee.Mr. Oram has worked in the equipment finance industry for 28 years. Joining Wells Fargo Equipment Finance (f/k/a Norwest) in 1986, his career includes: workouts, sales, and 20 years of equipment management experience.
 
In addition to managing all EOT responsibilities, Mr. Oram is responsible for all equipment management functions related to Wells Fargo Equipment Finance’s rail and solar lease portfolios.Mr. Oram has always supported a national sales force focused on both bank and vendor driven sales channels. He has always and continues to develop company-wide databases, write policies & procedures, cross-train new employees, and review the portfolio annually for FAS 13 impairments.Mr. Oram possesses a bachelor’s degree from Iowa State University, and has completed all four levels of Machinery & Technical Specialties coursework offered by the American Society of Appraisers. In addition to his professional career, he operates a small livestock farm, is active in community service projects, enjoys motorcycle touring, and has done some part-time preaching.

Rick Pierman

Managing Director - Asset Management
Woodforest National Bank - WNB Specialty Finance



Jane Rethmeier

CEO
Harbor Capital Leasing, Inc.


Ms. Rethmeier has been with Harbor Capital since the company's inception in 2000, as Mishawaka Leasing, and has over 30 years of leasing experience with a focus on asset management, remarketing, tax and lease accounting.  Prior to joining Harbor Mishawaka, Jane was with Capital Associates International, Inc. where she was responsible for establishing residual values and end of lease activities.  

Steven Robbins

Managing Vice President, Director of Asset Management
Signature Financial


Steven M. Robbins is presently the Managing Vice President and Director of Asset Management for Signature Financial LLC, a wholly owned subsidiary of Signature Bank. Signature Financial was formed in March, 2012, to provide equipment leasing and financing solutions to customers in the United States.  In this role, Mr. Robbins is responsible for all Asset and Portfolio Management activities, including residual approvals, portfolio management and asset dispositions. Prior to joining Signature, Mr. Robbins was the Vice President, Asset Management for Capital One Equipment Leasing and Finance, where he was responsible for its Asset Management activities. Mr. Robbins has also held Senior Asset Management positions at Marshall & Stevens, Inc., Republic Financial Corporation, Mizuho Corporate Bank - (USA), GE Capital - Vendor Financial Services, AT&T Capital, The CIT Group and MetLife Capital Credit Corporation, where he began his career in the leasing industry.  
 
Mr. Robbins has been directly involved with the Asset Management discipline for over twenty four years, is the past Chairman of the ELFA Equipment Management Conference and Committee and is a Candidate in the American Society of Appraisers. He is a graduate of the State University of New York at Cobleskill and was the 2011 Leukemia & Lymphoma Society - Long Island Chapter "Man of the Year".

Dennis Rousseau

Founder
Aircraft Post, Inc.


Dennis Rousseau has been in business aviation for 35 years and is the founder and President of AircraftPost.com specializing in strategic planning and mark to market valuations. The company designed and developed a web-based program that tracks and monitors data on over 7,000 business jets and then translates this into value.

In 1978, Dennis blended his passion for medicine and aviation by teaming with the innovator of the condensed version of the cardiac pacemaker, to become one of the first companies to utilize helicopters for offshore EMS. He was also in the forefront of utilizing helicopters for newsgathering with an NBC affiliate in Houston.

Dennis branched off to the management and sales of business jets with Jet 66 Corporation. The company was among the first to offer its FAR 135 certificate to flight departments as a means to defray costs. Dennis is an advocate of employing innovative sales and management strategies and continues to promote a strong cohesive team concept to the administration of business jets.

In 1989 Dennis founded TRC Inc as an aircraft-consulting group to represent clients interests in management transactions and aircraft acquisitions. With no single source to turn for valuation of aircraft, Dennis saw an opportunity to synthesize the tremendous volume of disparate data into one resource. His passion for creating innovative solutions led him to transform a valuation methodology into a science with AirCraftValuator.

In 2005, with a team of doctoral experts specializing in decision sciences and information technology, Dennis built the next generation AircraftPost.com. The company specializes in business jets within the Falcon, Gulfstream and Bombardier lines, as well as select Hawkers and Citations. AircraftPost is committed to providing a comprehensive, real time information resource that is transforming the industry and providing a seamless partnership between the flight department, owners and brokers.

Dennis has been a guest speaker at functions such as Aviation Managers Roundtable, Dassault Falcon Aviation Professionals Conference and Bombardiers Valuation seminar, among others. In addition, he has been a contributing writer to many industry publications; Business and Commercial Aviation, Aviation International News, Top Flight and Fly Corporate.

AircraftPost is recognized for its specialized approach to business jet value, relying in part on the principle of value additivity and calculating values based on aircraft having a defined life cycle, incorporating age based depreciation. Our proprietary methodology also takes into account major scheduled maintenance events and calculated return on capital expenditure, further defining the relative impact on value. This data is then collaborated with transaction based information for the specific aircraft as well as competing makes and models, which in turn generates a value specific to the serial number. AircraftPost is widely used by OEMs, financial institutions, owners and brokers worldwide.

Joseph Santora

Managing Partner
Irontrax


Joe Santora has spent the last 12 years building Irontrax into a reputable partner for financial institutions, equipment managers and construction professionals who seek accurate valuation and sales of machinery and equipment.  His deep relationships in the market, coupled with his true third-party viewpoint, have yielded consistent spot-on valuations for clients.
 
Irontrax specializes in asset management; consulting, appraisal, and the remarketing of bank-owned construction, transportation, and mining equipment.  Irontrax also consults for lease-end negotiations, workouts, and litigations.  Irontrax has entered into Master Services Agreements with many of the major financial institutions.  
 
Joe walked in the shoes of his clients, prior to establishing Irontrax.  He was an Asset Manager at First Merit Bank (Akron, Ohio) where he established bank policy for the Equipment & Leasing & Finance Division and instituted the use of an approved appraiser list.  In addition, he has held roles with Ritchie Bros. Auctioneers, the world’s largest auctioneer of unused and used heavy equipment and trucks, and Insight Auctioneers (Sebring, Florida).  
 
Well-known throughout the industry, Joe has been published in several financial and construction trade publications and has served on numerous committees for the Ohio Contractors Association. He currently is a member of the American Society of Appraiser’s International MTS (Machinery & Technical Specialties Discipline) Committee, which establishes appraisal policies, standards and education on an international level.  Joe is also the Founder/Chairman of American Society of Appraisers Annual Equipment Valuation Conference.
 
Joe recently presented at the American Society of Appraisers 2014 International Appraisers Conference and Annual Equipment Leasing & Finance Association (ELFA)’s Equipment Management Conferences in both 2012 and 2014.
 
He earned his Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers in 2007 and has completed the Uniform Standards of Professional Appraisal Practice (USPAP), along with numerous continuing education courses.  Joe is a graduate of The University of Akron (Marketing, 1995), and is also a Phi Sigma Kappa alumnus.
 
Always an advocate for his community, Joe has volunteered for organizations including the Catholic Diocese, Providence House, St. Augustine’s Food Bank, Camp Cheerful, and is currently active with Rainbow Babies & Children’s Hospital.  Joe lives in Cleveland, Ohio with his wife and two children.
 
 

Rick Schmitt


Gordon Brothers


Rick Schmitt is president and chief executive officer of AccuVal-LiquiTec, responsible for guiding the company's corporate valuation, advisory and liquidation services worldwide. He previously served as the firm's chief operating officer for 25 years. In that role, he oversaw production of all appraisal, liquidation and consulting engagements and was responsible for driving the achievement of the firm's profitability goals.
 
A multi-disciplined appraiser, he has more than 30 years of experience valuing businesses, intangible assets, machinery, real estate and inventory across a wide variety of industries, including manufacturing, distribution and service companies. Mr. Schmitt has managed multi-national evaluations of manufactured and retail inventories, businesses, product lines, trademarks, patents, equipment, machinery and real property. An expert witness, he has extensive litigation support experience testifying before numerous federal bankruptcy courts, civil courts and tax authorities. He has also directed numerous appraisals involving true lease analysis, and valuations of assets at lease inceptions, buyouts and residual valuations. Mr. Schmitt also advises clients on business and asset sale strategies. He has executed liquidations of businesses, product lines, inventory and assets across a broad range of industries throughout the U.S. and abroad.
 
Mr. Schmitt holds numerous accreditations, frequently speaks on valuation topics and has published several articles related to the appraisal process. He is recognized as a Certified Valuation Analyst (CVA) in business valuation by the National Association of Certified Valuation Analysts and is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers. Mr. Schmitt has completed the Uniform Standards of Professional Appraisal Practice (USPAP) coursework. He graduated from the University of Wisconsin-Milwaukee with a B.B.A. in accounting.

Kevin Sensenbrenner

SVP / Senior Managing Director
Stonebriar Commercial Finance


Kevin Sensenbrenner is SVP and Senior Managing Director of Asset Management, with direct management responsibility for all asset valuation, lease portfolio management, and remarketing activities.

Kevin began his career in 1998 as a commercial and industrial machinery and equipment (M&E) and real estate appraiser with AccuVal Associates. He was responsible for Co-Managing AccuVal's M&E appraisal practice. At AccuVal, Kevin gained extensive experience appraising domestic and international large industrial/manufacturing facilities, such as: steel and paper mills, metal fabrication and automotive assembly plants, chemical/petroleum processing plants, carpet manufacturers, food processing facilities, printing operations, and energy related assets.

Sensenbrenner began his Asset Management career at AIG Commercial Equipment Finance (AIG CAF) in 2006 as Vice President and Senior Asset Manager. His responsibilities increased successively and ultimately included all asset management functions for AIG Investments and AIG CAF portfolios. At AIG, Kevin valued and managed a diverse portfolio, with assets in manufacturing, transportation, oil and gas, mining, construction, marine, rail, and technology industries, as well as real estate assets.

Prior to joining SCF in 2015, Mr. Sensenbrenner led an equipment management valuation team overseeing Wells Fargo Equipment Finances $29.5 billion portfolio, with responsibility for commercial bank, corporate bank, capital markets, marine, energy, and rail business verticals.

Kevin is a Senior ASA appraiser and has served as an ELFA Equipment Management Committee member since 2007.

William G. Sutton, CAE



William G. Sutton, CAE, serves as President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing more than 580 member organizations in the $1.046 trillion equipment finance sector. Sutton leads the organization in its missions to foster business development, provide industry research and analysis and deliver educational opportunities through conferences, webinars and meetings.  He oversees the advocacy efforts on behalf of the organization and the industry. As President of the Equipment Leasing & Finance Foundation, he coordinates forward-looking research, the primary mission of the Foundation.
 
A former U.S. Navy Rear Admiral with 30 years’ military service, Sutton previously served as Assistant Secretary of Manufacturing and Services, a unit of the U.S. Department of Commerce’s International Trade Administration. Appointed by President George W. Bush, Sutton was unanimously confirmed by the Senate.
 
Sutton joined the Commerce Department after serving for five years as president of the Air Conditioning and Refrigeration Institute (ARI), an association that represents manufacturers of more than 90 percent of North American-produced central air conditioning and commercial refrigeration equipment. During his ARI tenure, Sutton served as an officer of the National Association of Manufacturers’ Council of Manufacturing Associations, and he served on the Boards of Directors for the American National Standards Institute, North American Technician Excellence, the Air Conditioning and Refrigeration Technology Institute and the Clifford H. “Ted” Rees Scholarship Foundation.
 
During his time in the U.S. Navy, Sutton served as Naval Aide to President Ronald Reagan and Director of Programs in the Navy Office of Legislative Affairs, in addition to numerous operational at-sea assignments, including ship, squadron and group commands.
 
Sutton attained the Certified Association Executive (CAE) credential in 2007 through the American Society of Association Executives.  He is an active member of the U.S. Chamber of Commerce’s Committee of 100 and serves on the Board of Trustees for the United States Capitol Historical Society.
 
In 2013, he received the Distinguished Eagle Scout Award from the National Eagle Scout Association and the 10th Annual Financial Services “Good Scout” Award from the National Capital Area Council of the Boy Scouts of America.
 
Sutton holds an M.S. in Naval Architecture and Marine Engineering from the Massachusetts Institute of Technology and a B.S. in Naval Engineering from the United States Naval Academy.

William Tefft

SVP Asset Management
CapitalSource, Inc.


Will Tefft is Senior Vice President, Equipment Management for CapitalSource's Corporate Asset Finance group.

Raj Thadani

EVP
Ross International


Raj Thadani is the EVP & COO of Mars International and manages the company’s operations throughout the USA.  Mars International is a remarketer and logistics provider for the copier market. Raj co-founded Mars International in 2002 with a focus on providing remarketing services to Leasing companies in the Office Imaging space.  
The lack of an industry report, tracking trends in the used Office Imaging industry, led to the development of this report several years ago.  The first report was presented by Paul Youngberg and Raj Thadani at the ELFA EMC conference. Prior to joining Mars International, Raj was the Director of IT Services at British Airways, where he managed all things IT for the Americas region.

Robert Thull

Chief Executive Officer
Milestone Equipment Holdings


Rob Thull is President, CEO and Founder of Milestone Equipment Holdings, LLC. Milestone is a full service transportation equipment leasing, logistics and asset management company. Milestone began operations in 1996 and in late 2012 The Blackstone Group became it’s majority investor.The Blackstone group will provides Milestone with extensive financial and strategic resources to achieve rapid growth in the future. The company’s fleet includes 40,000 trailers, containers and chassis with total annual revenues of approximately $50 million. Milestone is the Nation’s largest intermodal trailer and domestic container Lessor as well as the fifth largest full service highway trailer lessor in the United States.
 
Previously, Mr. Thull was President and CEO of Greenbrier Capital Corporation. Greenbrier Capital was a lessor of intermodal and highway trailers and container equipment with annual lease revenues of $35 million. The company owned and managed 16,000 units with an original cost of $200 million. During Mr. Thull’s tenure, Greenbrier Capital achieved rapid profit growth and became the third largest domestic intermodal equipment lessor in the United States.
 
As Group Marketing Manager for Southern Pacific Railroad; Thull developed and successfully implemented the Nation’s first “pilot project” for railroad industry deregulation in 1979. This program partnered with four railroads to provide reliable, cost effective transcontinental rail service to all major US markets for refrigerated fresh fruits and vegetables. Completion of this pilot project led to the US Interstate Commerce Commission’s deregulation of the rail industry and allowed railroads to price their products based on market forces of supply and demand.Mr. Thull was born in Southfield, Michigan, and obtained a Bachelor’s Degree in Business Administration from Michigan State University in 1973.

Thomas Walther

Managing Partner
Nationwide Equipment Co., LLC


Tom Walther began his career in the transportation equipment industry in 1990 with Transamerica Trailer Leasing, Inc. based in Piscataway, NJ. Starting as Operations Analyst, the position involved trailer inspections, verifying vendor invoices, and auditing maintenance records. Moving into sales provided experience in lease transactions and customer relations. In 2000, Tom became Director of Trailer Sales for Transamerica Leasing’s Trader Group.  He managed a sales team with a nationwide focus on trading used trailers from single-unit transactions to large wholesale fleets.
 
In 2004 Tom founded Nationwide Equipment Co. LLC based in Boise, ID.  Nationwide is a licensed and bonded vehicle dealer that works with banks and leasing companies to efficiently remarket off-lease transportation equipment throughout the US, Mexico, the Caribbean, and Central America.  Types of equipment include: van, tank, refrigerated, and flatbed trailers, as well as intermodal chassis and containers. He continues to broaden his focus to include tractors, vocational trucks, cranes, and construction equipment. Tom has been a dedicated ELFA member for 11 years, and regularly presents at the Equipment Management Conference. Tom is a graduate of Bucknell University.

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 the corporate aviation, technology, energy, healthcare, specialty vehicle 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 US, Canada and Europe; and for the company's advisory and distribution services units.
 
Adam has nearly 30 years of experience in the financial services industry. Before joining Key Equipment Finance in 2001, he 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.
 
In addition to Adam's active participation in the ELFA, Adam serves on the Advisory Board for Food for Thought - Denver and is a member of the University of Colorado Boulder Leeds School of Business Board.

Rip Watson

Senior Reporter
Transport Topics


Rip Watson joined Transport Topics in 2008 as senior reporter. Prior to joining TT, his reporting credentials included nearly seven years at Bloomberg News, and a total of 11 years at the Journal of Commerce. His industry experience includes five years at CSX Corp., the third-largest U.S. railroad, six years of domestic and international passenger  transportation and two years directing communications for the Intermodal Association of North America. He is a graduate of Rutgers College in New Brunswick, New Jersey. He and his wife and daughter live in Baltimore.

Fred Wetzel

Vice President, Asset Management
City National Capital Finance



James White

Vice President
SunTrust Equipment Finance & Leasing Corp.



Paul Youngberg

VP, Marketing
Ross International


Paul has been in the office equipment business since 1965. His experience in the industry is supported by working for OEM’s such as Sharp and Royal Business Machines as well as remareketing through his own business and now is working for Ross Interntational. Paul has served on several committees and has been a speaker as ELFA and BTA conferences. He is well known and regarded in the industry for his extensive knowledge and experience.

Sponsors

Hotel Information- Hotel block sold out
 
Alternative Hotels Nearby:
Embassy Suites Phoenix - Biltmore
2630 East Camelback Road, Phoenix, Arizona, 85016, USA
TEL: 1-602-955-3992
 
Hampton Inn Phoenix-Biltmore
2310 East Highland Avenue, Phoenix, Arizona, 85016, USA
TEL: 1-602-956-5221
 
Arizona Biltmore Hotel
A block of rooms is being held for attendees of the 2014 Equipment Management Conference at the Arizona Biltmore Hotel, 2400 East Missouri Ave., Phoenix, Arizona 85016.  A special conference rate of $259 plus tax, single/double occupancy, is offered to attendees.   Check in time is 4:00 pm, and check-out time is 12:00 Noon.  Please call Reservations at (800) 950-0086, provide your arrival and departure dates and mention EMC14 in order to get the ELFA group rate.
 
Hotel Reservations Online:  We strongly encourage you to make your hotel reservations online.  Please be sure to enter the group code EMC14 in order to get the special group rate.
 
Make Hotel Reservations by Friday, February 5, 2014! Reservations after this date are based on availability and may be at a higher rate.
 
Getting There
The Arizona Biltmore Hotel is close to the Phoenix Sky Harbor International Airport. Built as one of Phoenix's first resorts in 1929, the Arizona Biltmore was constructed in grand form by brothers Albert, Charles and Warren McArthur. Frank Lloyd Wright served as the consulting architect, and the Arizona Biltmore remains one of the only existing hotels in the world to benefit from his influence.
 
Taxis, limousines, shuttles, buses and vans can be arranged to transport you and your group from Phoenix Sky Harbor International Airport. Please contact the Concierge desk at(602) 955-6600 extension 7000 for rates and information.
 
For further information about this property, including driving directions, visit their web site at http://arizonabiltmore.com/

Arizona Biltmore Hotel
2400 East Missouri Avenue
Phoenix, AZ 85016

Get directions



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

Action Machinery Co., Inc.


Celebrating our 52nd year as one of the world's largest machinery dealers, Action Machinery is known for being a leader in equipment recovery & remarketing. With years of knowledge and capital we can offer outright purchases of your assets, as well as consignment programs. Since we work on a commission, our value added services of coordinating the reacquisition of your assets becomes worry free. Action Machinery serves leasing company accounts from a conveniently located warehouse in Bethlehem, PA.

Our aggressive targeted marketing programs reach customers throughout the world. This provides our experienced sales team with the ability to locate buyers for your surplus assets in the shortest time possible. In the past few years, Action Machinery has recovered and resold over thousands machines at home and abroad.

Action Machinery conducts certified appraisals on all types of metalworking machinery. Our staff of Certified Equipment Appraisers are recognized as outstanding members of the Association of Machinery & Equipment Appraisals (AMEA) and conform to the latest Uniform Standards of Professional Appraisal Practice (USPAP) standards.


Advanced Print Technologies, LLC


Exhibitor profile is not available at this time.

Alternative Collection Solutions (ACS)


ACS is a licensed commercial asset management company with a 20-year history of success in collateral recovery and collections. We are the national agency of choice for several Fortune 500 companies. We specialize in heavy equipment, agricultural, over the road transportation vehicles, automobiles, boats and recreational vehicles, yet have the capabilities to serve virtually any industry. Whatever your need - repossession, collection, or customer relation repair - ACS will take on the job.

Leverage the power of our proven track record.
Statistics tell the story. We have a 93% success rate - among the highest in the industry - and have recovered billions of dollars for our clients since our start in 1998. All of our repossession and collection work is done on a full contingency basis so you have nothing to lose. Give us your oldest cases and your most difficult challenges. We'll get it done.

Be assured of our compliance readiness.
New banking and insurance laws continue to raise the bar on compliance..To protect our clients from potentially unlawful activity, ACS has built a compliance department that stays in step with the latest industry regulations. We have $5 million in insurance and bond coverage, and all of our subcontractors are fully insured. ACS has documented, comprehensive business continuity plan to ensure no loss of service in the event of disaster. ACS has a comprehensive set of Internal Controls surrounding our business process to insure data security and information confidentiality.

See fast results from our leading-edge technologies.
When it comes to recovering debt from your customer, ACS has a distinct advantage. ACS’s processes are a more in-depth, elaborate form of locating a customer who cannot or does not want to be found. ACS has the latest technologies to enable a streamlined approach to debt resolution. Our “skip tracing” tools can rapidly locate missing customers, shorten the collection cycle, and bring you fast results. We initially process each account through a proprietary waterfall process that provides background information on the customer's business and credit activities. We were also one of the first in the industry to develop a real-time tracking system. Our clients can log on to ACS online to monitor our progress on their accounts – 24x7.

Access the breadth of our coverage.
With 2,000 + agents in the field, you can be assured of comprehensive service and follow-up whether your collateral is located in the US, Canada or Mexico. We have also built a vast network of relationships that help us expedite the recovery and collection process. ACS has recovered everything from a single vehicle or piece of equipment to a 500 plus fleet. We have taken on - and succeeded – in cases that many of our clients had long given up on.

Wherever you are on the North American map, we have you covered. Our team is available by phone every hour, every day of the year.

Count on our unwavering integrity.
Your customers will be treated with abiding fairness and respect, and we will make every effort to repair your customer relationships while protecting your brand. We are dedicated to understanding your customer’s unique situations and – wherever possible – finding workable payment solutions.

We maintain memberships in good standing with the:

  • Association of Credit and Collection Professionals
  • Commercial Law League of America
  • Commercial Collection Agency Association
  • Better Business Bureau
  • Equipment Leasing and Finance Association

525,600 minutes a year ACS is here for your call.

That's 24 x 7 x 365. . .and we really mean it. Call us at lunchtime. Call us at dinnertime. Call us when the world is sleeping. ACS- the premier collection agency for the construction and transportation industries - is always on call. Your market never rests. Why should we?

Our website illustrates some additional information, so please visit www.acs-cam.com.


Americ Machinery Corporation


Exhibitor profile is not available at this time.

Arcoa Asset Remarketing Company of America


The ARCOA Group, comprised of Midwest Copier and ARCOA Recycling, is a leading remarketer of off-lease and end-of-use office electronics as well as a fully integrated R2 certified electronics recycler.  We offer nationwide IT Asset Disposal (ITAD) and electronic asset remarketing through our services of white glove logistics, asset remarketing, warehousing and R2 and ISO 14001 certified recycling services for a documented end of life.

With over 20 years in business, our experience, resources, win/win common sense approach, gives our customers the best total solution to maximize return on investment while also adhering to the highest environmental standards. Our customers include financial institutions, corporations and governmental agencies worldwide.  We service our customers throughout the United States, with our integrated logistics services and have locations Orlando FL, Columbia MD, Milwaukee WI and our headquarters in the greater Chicago area.  Come visit at our booth on the web at www.thinkarcoa.com.


Asset Liquidity International, Inc.


Visit us at booth # 32

Howard Boshers
8885 White Oak Ave. #106
Rancho Cucamonga, CA 91730
Telephone:  (909) 466-7041
Fax:  (909) 466-7045
Mobile: (909) 732-0838
Email: hb@aliquidity.com
Website:  www.assetliquidity.net
 
Asset Liquidity International, Inc. specializes in repossessed and end of lease Capital Equipment.  We partner with Banks and Financial Institutions worldwide to maximize their assets values. We have over 30 years of extensive knowledge of the Capital Equipment Market, particularly in evaluations, appraisals, and remarketing of printing, converting and mailing equipment, material handling equipment, machine tools, construction equipment, office equipment, wood working equipment, and tour buses/ high end custom coaches.
 
In addition, we are not limited to the aforementioned equipment.  We focus on becoming an ally to banks and customers worldwide to assist them in their selling and buying of their repossessed and pre-owned equipment. Our Showroom (not warehouse) has 30 foot high ceilings, dock high loading areas and clearly marked areas to showcase each piece of equipment for potential buyers. We market it all: the good, the bad, and the ugly.  We believe equipment should sell within 90 days.
 
Our Goal: Is to become your #1 ally for all of your equipment Repossessions and End of Leases.
 

Asset Recovery Specialists


Capital Assets have been the focus of our business since the founding of the company. With an extensive U.S. logistics footprint, Asset Recovery Specialists, Inc. is the leading choice for the fast and efficient movement of capital assets.

Asset Recovery Specialists, Inc. offers a wide range of professional services for all firms involved in the liquidation of capital assets. At ARS, we take great pride in providing world class customer service combined with the network and operational expertise to ensure the efficient movement of goods. Our extensive services include equipment remarketing via liquidation by both fixed price and auction formats, portfolio management, skip tracing, equipment appraisals and storage.

ARS can maximize profits and reduce losses for your business. Our network of buying partners is able to quickly and efficiently move capital assets throughout the world.

Please visit our website at www.equipmentrecovery.com to learn more and view a detailed listing of available equipment in our warehouses throughout the U.S. or give us a call or send us an email today to see how we can help you with your capital asset needs.


Atlantix Global Systems


Exhibitor profile is not available at this time.

Atlas Medical Technologies


Exhibitor profile is not available at this time.

AuctionTime.com


 

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.


Belmont Technology Remarketing


30944 San Clemente Street
Hayward, CA 94544
www.sipiar.com

Sipi Asset Recovery has the experience and expertise to manage your end-of-lease IT equipment. Sipi Asset Recovery will partner with your leasing organization to provide consistency in value recovery, web-based reporting and logistics support. Our professional on-site technical services and outstanding customer care are an integral part of the customized program that we will work with you to create.

You will find that our processing facilities, located across the US, Latin America, Hong Kong and the UK, are strategically positioned to provide you with consistent and secure global logistics, processing solutions and reporting.

Sipi Asset Recovery is certified to the highest standards: ISO 9001, ISO 14001, OHSAS 18001, R2, e-Stewards and HIPAA compliant. We are a Woman-Owned Enterprise established in Chicago, IL in 1905, we proudly remain an American business.


Big Iron


In 2009, Stock Realty & Auction Co. expanded from only traditional on-site auctions to adding unreserved online auctions, thus, Big Iron Online Auctions was established. Big Iron provides opportunities for buyers and sellers year-round, every week of the year to buy or sell equipment. BigIron.com provides you the support and online venue to efficiently turn your capital assets and real property into cash.

Big Iron is an expert when it comes to exposing your equipment to thousands of potential bidders worldwide. You are an expert in the condition and use of your equipment. BigIron.com lets visitors access listings from anywhere in the world 24 hours a day, seven days a week. Bidders have the ability to discuss specifics about equipment with the seller, or inspect the equipment themselves. When you partner with Big Iron, you represent your equipment; it’s our job to expose your equipment to a broad global market.That’s why it’s important to have 30 days of advertising exposure for your equipment prior to it being auctioned.

Big Iron has dynamic marketing strategies to generate awareness and exposure of your equipment to a global audience of buyers. Your equipment is not only needed nationwide, but also worldwide, which creates premium values for your equipment. With over 25+ years of auction experience, Big Iron is more than just an online auction company, but a business partner to market your equipment.

  • Auctions Every Wednesday
  • Worldwide Marketing/Expose your equipment to a broad National and International base
  • No Buyers Premium and No Reserves
  • No Freight cost to consignors- equipment stays at its current location or can be moved to a storage location you designate
  • Equipment recovery, repair, and cleanup can be provided if required.
  • Full service start to finish – Listing, Marketing, Buyer Invoicing, Collecting, Pay Seller.
  • Bigiron.com is one of the fastest growing online auction firms

CAT Auction Services


Exhibitor profile is not available at this time.

Dekra North America


Exhibitor profile is not available at this time.

Enterprise Lease Solutions, LLC


Exhibitor profile is not available at this time.

Equipment Placement Services, Inc.


107 FM 3059
Streetman, TX 75859-4003

http://equipmentplacement.com/financial-services-providers/

Equipment Placement Services, Inc. is a full service Healthcare Equipment remarketing company providing remarketing and asset management services to the healthcare equipment leasing industry. At Equipment Placement Services, our goal is to save you time and money in the demanding, and sometimes risky, task of handling your end of lease equipment returns and repossessions of healthcare assets.

We can assist with asset repossessions, end of term asset return services, equipment valuations, residual planning, collections, consignment warehousing, on-site inspections and more. Equipment Placement Services offers a wide range of expertise on all types of healthcare equipment, including Chiropractic, Dental, Diagnostic Imaging, Laboratory, Laser, Ophthalmic, Physical Fitness, Rehabilitation, Surgical Equipment and more. We realize the importance of asset recapitalization. Therefore, we always have a staff member available to make sure that you are always in touch with the information you need. Our nationwide network of professional recovery personnel allows us the ability to recover your medical assets efficiently, effectively and legally.

Equipment Placement Services has healthcare asset management programs available to fit all your business needs. Our experienced professionals can provide you with effective solutions to ensure the utmost profitability in the liquidation of your off-lease or repossessed healthcare assets. Call us today to see how we can provide you with personalized service, prompt responses and a dedicated commitment from our entire staff.


Evergreen Resources LLC


Exhibitor profile is not available at this time.

IronPlanet


Visit us at booth #29
 
3825 Hopyard Road
Suite 250
Pleasanton, CA 94588-8528
www.ironplanet.com
 
IronPlanet is the world's leading online auction company for used construction and agricultural equipment. Our sellers achieve more profitable sales through low transaction costs and better price realizations through a global audience of buyers. Our guaranteed inspection reports and exclusive IronClad Assurance enable buyers to bid with a high degree of confidence. IronPlanet is backed by Accel Partners, Kleiner Perkins Caufield and Byers, Caterpillar, Komatsu and Volvo. For more information, visit www.ironplanet.com.
 

Liquidity Services, Inc.


Visit us at booth # 35
 
Bessie Brauthigan
15051 N. Kierland Blvd  #300
Scottsdale, AZ  85254
888.832.7384
sell@liquidityservices.com
  
We are transforming the way business sells surplus assets. Our revenue recovery teams can help you increase revenue from your idle equipment, excess inventory and scrap. You benefit from the world’s largest, most transparent and innovative sales process and online marketplace.  
 
Since 1999 we have built a diversified commodity database of over 2.2 million prequalified and vetted capital asset buyers. Our risk management solutions provide complete confidence in the asset disposition process for Fortune 1000 companies, the U. S. Department of Defense and businesses like yours.
 
We can assist you with inventory identification, lotting for online sales events in 500 product categories, and deliver marketing campaigns and detailed post-sale reconciliation documentation. Our channel optimization includes analysis of all Liquidity Services marketplaces to optimize your recovered revenue.
 

MachineryMax.com


Exhibitor profile is not available at this time.

Monitor / monitordaily.com


 
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.
 

Nassau Asset Management


400 Post Avenue
Suite 409
Westbury, NY 115902226
www.nasset.com

Nassau is a national, full service provider of superior asset management services including:

  • 25+ Years of Experience & Expertise
  • Equipment Remarketing
  • Inspections
  • Collections
  • Front and Backend Desktop and Onsite Appraisals/Valuations
  • Marketing to Endusers
  • Equipment Presale
  • Maximum returns

Nassau offers a unique approach handling all facets of off lease and delinquent account assignments, including collections, investigations, asset valuations, repossessions, and a national Attorney service if litigation is required.

“Team Nassau” is made up of highly effective professionals experienced in all aspects of equipment inspection, valuation, recovery and remarketing. They handle collections prior to chargeoff, “Desktop” and “Onsite Appraisal Services” before or after chargeoff, voluntary or involuntary asset repossessions (including replevins), asset location and skip tracing, deficiency collections, and legal services via Nassau's nationwide attorney network.

Nassau’s full service collections division specializes in the leasing/banking industry. It has the capability to collect at any stage of delinquency and work on a contingency basis. We have a significant advantage over our competitors due to our capability to leverage equipment when negotiating with lessees, particularly for those customers that cannot afford to lose an asset that has significant value to their business.

Nassau’s clients are not only happy with the results they achieve when engaging Nassau but with our virtually seamless approach to asset disposition. Nassau uses experience and up to the minute market information to tackle each and every assignment head on working side by side with our clients, maximizing profits with a quick and effective methodology.


OSG Billing Services


Exhibitor profile is not available at this time.

Perfection Machinery Sales Inc.




Joe Lundvicxk
2550 Arthur Avenue
Elk Grove Village, IL 60007
Tel: (847) 427-3333
Email: joe@perfectionmachinery.com
Website: www.perfectionmachinery.com
 

Visit us at booth # 15
 
Perfection Global LLC engages in the worldwide purchase and sale of new and used manufacturing machinery – both single items and entire companies.
Through 4 business units (Perfection Machinery Sales, Perfection Industrial Sales, Perfection Surplus Asset Management, Perfection Financial Solutions) Perfection Global LLC manages, evaluates, buys, and sells manufacturing machinery and other industrial assets worldwide. Perfection Machinery Sales offers one of the largest inventories of used manufacturing machinery in the world – including press machinery, fabricating machinery, CNC and conventional machine tools like CNC machining centers, horizontal and vertical boring mills, mechanical, hydraulic and servo presses, turret punch presses, plate bending rolls, shears, waterjet, plasma, laser, roll forming machinery and more. Perfection Industrial Sales performs manufacturing equipment appraisals and auctions, including live auctions with webcast as well as pure online auctions. Perfection  Surplus Asset Management serves Fortune 100 manufacturers and smaller firms by managing and liquidating the surplus and idle manufacturing machinery of these companies. The Perfection Financial Solutions business unit is an asset based lender and helps companies get funding when traditional funding sources are unavailable.
 
Perfection Global LLC was founded in 1963 and is headquartered in a 90,000 sq ft facility in Elk Grove Village, IL.
 

Reliant Technology


Exhibitor profile is not available at this time.

Ritchie Bros. Auctioneers


9500 Glenlyon Parkway
Burnaby, BC V5J 0C6 Canada

Ritchie Bros. – one trusted company, two ways to sell

Established in 1958, Ritchie Bros. (NYSE and TSX: RBA) is the world’s largest seller of used equipment and trucks. Ritchie Bros. offers full-service solutions that make it easy for finance professionals to maximize returns on end-of-lease and recovered assets, including the world’s first choice in equipment auctions and best-in-class technology for online asset exchange.

Ritchie Bros. has 44 auction sites worldwide and conducts hundreds of unreserved public auctions each year, selling more equipment to on-site and online bidders than any other company in the world (rbauction.com). The company also operates an online marketplace through Ritchie Bros. EquipmentOne (EquipmentOne.com). Our program managers can work with you to develop an asset recovery program that eliminates hassles, streamlines your sale and meets your individual needs. We take care of every aspect of the sale—starting with an initial appraisal and development of a tailored plan, through preparation for sale (including refurbishing and global marketing), to settlement and reporting.

Visit the Ritchie Bros. booth to learn more.


Ross International


 
 
1 Lisbon Street
Clifton, NJ 07013
www.ross-international.com
 

The Ross Group is a leading wholesaler and remarketer of off-lease office Imaging Equipment such as photo copiers, duplicators and wide format devices. Over the years, The Group has achieved an enviable position of leadership in both the International and Domestic marketplaces.
 
The Group, along with Ross International and Mars International has focused on quality processes and has earned the reputation of a high quality remarketer. With its ability to sell large volumes of equipment internationally, the Ross Group minimizes aging your inventory, while achieving a favorable rate of return. The Group effectively provides a complete solution in the Office Equipment Re-Marketing space. With strong logistics capabilities and existing discount freight contracts, the Group's units move large volumes of equipment throughout the world.  

RTR Services, Inc.


Since 1990 RTR Services Inc. has provided specialized, nationwide asset management services to the leasing and financial industry. We specialize in equipment inspections, appraisals, collections, repossessions and remarketing of commercial equipment. We're a company founded on integrity, dependability, market knowledge, sales results, cost effectiveness and accountability. RTR's provides "a higher standard in asset management" which is why banks and finance companies nationwide are choosing RTR as their asset management company.

Our staff of proven professionals are experienced in providing services that are customized to meet your needs. We are committed to your success and are dedicated to seeing that you get the personal attention and flexible services you expect and deserve. We are confident that we are the professionals you can turn to and trust to provide competent, cost-effective solutions to all your inspection and asset management needs.

RTR is a full service, in house, Asset Management Company that utilizes our own staff to provide the following services.

  • Cost Effective Inspections
  • Pre & Post Funding
  • Condition Reports, Photo's
  • Delinquent Accounts
  • Repossessions
  • Appraisals
  • Asset Remarketing
  • International "OFAC" Compliant
  • Equipment Verification / Audits
  • Business and Fleet Liquidations
  • Collections

www.rtrservices.com - www.is-rtr.com.


Taylor & Martin Appraisals


1865 N. Airport Road
Fremont, NE 68025
www.taylorandmartin.com

Taylor & Martin is the nation’s recognized leader in transportation remarketing and has become the appraisal professional for over-the-road transportation. Today, offering turn-key services such as Exclusive or Consignment Auctions, Fleet Purchases, Desktop Appraisals, Formal Appraisals, Inspections, Residual Projection support and Expert Witness Testimony.

The transportation industry continuously moves product with a major capital investment in equipment and consumes a large portion of any trucking company's budget. Understanding the true value helps position the owner or lender when properly leveraging assets serving the trucking industry. Taylor & Martin has more than 80 years in the auction business and will value hundreds of thousands of pieces of transportation equipment and support items each year. Our staff, industry knowledge and systems are in place to immediately respond to today’s appraisal needs. No other company is as dedicated to the trucking industry or has such a wealth of knowledge and experience offering specialized advantages to today's business operations whether uniquely linked to transportation and commercial business or serving areas utilizing specialized equipment.

Taylor & Martin Appraisal Services is a vital and reliable resource of truck and trailer values for lender and borrower alike making us a preferred provider of appraisal products nationwide. Each appraisal request is a customized response to the client’s appraisal need whether performing nationwide inspections, valuation of equipment from desktop to formal reporting or new product information. Taylor & Martin matches market trends, movement in condition and age to a current asset value in each appraisal product.


United Food & Beverage, LLC


Exhibitor profile is not available at this time.

UsedAV.com/ UsedLighting.com


Exhibitor profile is not available at this time.

Wulff Enterprises, Inc.



Formed in 1987, Wulff Enterprises, Inc. has become a leader in remarketing end of lease products as well as providing asset management, logistical and repossession services for the leasing industry.
 
We specialize in remarketing and transporting off-lease and used office equipment, specifically photocopiers and related office imaging products. Wulff Enterprises, Inc. services the majority of the eastern United States from our two warehouse locations in North Canton, OH and Valdosta, GA. In addition, as a company, we pride ourselves in upholding the highest standards of accuracy, honesty, and integrity within the wholesale industry.



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