Equipment Leasing and Finance Association - Equiping Business for Success

Executive Roundtable

March 11, 2018 - March 13, 2018

The Ritz-Carlton Coconut Grove
Miami, FL


Bringing CEOs and Presidents of leasing and finance companies together to discuss the issues of the day, to strategize about the future and to create lasting business relationships.

Three Featured Keynote Speakers:

  • Seth Mattison
    Expert On Workforce Trends And Generational Dynamics
    Founder And Chief Movement Officer Of Futuresight Labs
  • Vivek Wadhwa
    Futurist, Author, Emerging Technologies Expert
    Carnegie Mellon University Distinguished Fellow and Professor
  • Robert F. Wescott, Ph.D.
    President
    Keybridge Research LLC

Who Should Attend: Please Review Carefully

Attendance is limited to the senior executive leadership from ELFA member companies. Executives must hold the position of president, CEO, managing director, COO; or be part of the senior leadership team and/or manage a substantial division within the company. Service Provider Member Companies may send one senior executive from their company to this Roundtable. ELFA Regular Member Companies may send up to three representatives from their companies.

Become a Sponsor

ELFA meetings provide excellent exposure for your company's products and services. For more information on becoming a sponsor, please contact Steve Wafalosky at stevew@larichadv.com or 440-247-1060.

  • Mobile App $12,000
  • Electronic Materials
  • Attendee Handouts $10,000
  • Conference Bag $15,000
  • Hotel Room Keys $15,000
  • Lanyard with Company Logo $15,000 SOLD!
  • Sunday Reception and Dinner $15,000 SOLD!
  • Monday Reception $10,000 SOLD!
  • Pens with company logo $7,000
  • Coffee sleeves with company logo $7,000 SOLD!
  • Monday Luncheon $10,000
  • Monday Breakfast $10,000
  • Tuesday, Breakfast $10,000
  • Golf Tournament $15,000 SOLD!
    • Three Individual Holes
    • Logo Golf Balls per Individual
    • Logo Scorecard

Registration Fees

Price Description Amount
1st Person Attendee from Member Company $1825.00
Additional Attendee from Member Company $1550.00

View cancellation and other policies

Available Functions

  Sunday Golf Outing
$175.00

Speakers

Carolina Cardoso

Senior Manager, Global Inclusion and Diversity CoE
Accenture



Anthony Cracchiolo

President & CEO
U.S. Bank Equipment Finance


Anthony Cracchiolo is a 35-year veteran of the financial industry. Mr. Cracchiolo joined U.S. Bank Equipment Finance in March 2007. He leads and oversees all operations of U.S. Bank Equipment Finance, which is composed of nine business units, delivering products and services through both direct and vendor channels. The direct businesses include: capital equipment, small business, technology finance, government leasing and finance. The vendor channel businesses include office equipment vendor services; healthcare vendor services; manufacturing vendor services; and technology vendor services as well as the division's syndications group.

Previous to joining U.S. Bank, he held the position of Managing Director of CitiCapital Vendor Finance for Business Technology. Mr. Cracchiolo holds a bachelor's degree in management science, computer science and mathematics from City University of New York and a master's degree in computer science from New York Institute of Technology. He is also a graduate of the University of Michigan Executive Program and has served on the board of directors of the Equipment Leasing and Finance Association since 2010 and the development committee of New York City's YMCA since 2012.

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.

Lori Frasier

SVP, Strategy and Performance Management
Key Equipment Finance


Frasier is senior vice president of strategy and performance management at Key Equipment Finance. Her responsibilities include strategic planning, market research, client insights, sales performance and analysis, portfolio management, project management, and employee development initiatives. She joined Key Equipment Finance in 2003 in global human resources management.  She served as senior vice president of human resources and administration before being promoted to senior vice president of strategic services in 2009.  Prior to joining Key she held various positions at First Data/Western Union.
 
Throughout her career, Frasier has been actively involved in a volunteer capacity with ELFA, as the chair of the organization's Financial Institutions Business Council Steering Committee, chair of the organization's Human Resources task force, and member of the Compensation and Diversity Steering Committee.  She is presently a member of the ELFA Board of Directors.
 
   

Paul Freudenthaler

EVP/CFO
Ascentium Capital LLC



Kim Manigault

Chief Diversity & Inclusion Officer
Key Equipment Finance



Deborah Reuben, CLFP

President
Reuben Creative, LLC


A strategic technology consultant with more than 20 years’ experience innovating in the leasing and equipment finance industry, Deborah has held positions with Wells Fargo, TCF, Linedata/HCL, and consulted with a variety of Equipment Leasing and Finance companies. Connecting the dots in ways that no one else can, her unique industry experience, creative approach, and keen eye for future trends enables her to bring forward thinking insights and original ideas to the table.  Deb stays on top of technology trends both in finance and, more importantly, outside of finance, to inspire her vision of what technology can bring to the financial world.  
 
Co-author of the FRAMEWORK FOR UNDERSTANDING EQUIPMENT FINANCE SOFTWARE, a sought-after expert regarding equipment finance industry technology trends and solutions, she frequently speaks at industry events. She currently chairs the ELFA Operations and Technology committee, is a founding member of the ELFA Women's Council, and designed and led the 2017 Industry Future Council.   In her consultancy, through creatively designed workshops, consulting projects, and one on one coaching, she designs immersive experiences and uses unique approaches to help technical and non-technical individuals and teams see the trends, understand technology possibilities, and stretch their imagination of what could be.

David Schaefer, CLFP

CEO
Mintaka Financial, LLC


Mr. Schaefer is the co-founder and Chief Executive Officer of Mintaka Financial, LLC which was established in 2004 as an investment vehicle to fund small ticket, commercial equipment loans and leases. Dave has over thirty years of experience in the commercial equipment finance industry, including senior management responsibility for treasury, operations, information technology, accounting and portfolio management. David's leadership position with Mintaka includes strategic development, capital formation, and developing a network of affiliate partners whom originate transactions. David is also the founder and CEO of Orion First Financial, LLC (Seattle, WA) a loan and lease servicing company which provides underwriting, contract servicing and collection services to banks and independent financial institutions. Prior to establishing Orion he was president, CEO and a member of the Board of Directors of Financial Pacific Company. Dave also founded Checkmate Certified Collections In 1975, a consumer and commercial collection agency.
 
Dave is presently active with the Equipment Leasing and Finance Association (ELFA) and currently serves on the ELFA Board of Directors and Executive Committee. He is currently the chairman of LeasePAC, the industry's only federal political action committee. Prior to this, he served on the Board of Directors of the United Association of Equipment Lessors, now the National Equipment Finance Association. He chaired the Small Ticket Business Council of the ELFA in 1999 and 2000. He obtained his CLP certification in 1996 making him one of the industry's earliest Certified Leasing Professionals.
 
Dave lives in Gig Harbor, WA and Scottsdale, AZ with his wife and four children. They enjoy camping, traveling, hiking and kayaking.

Joseph Sebik

Director of Tax
Siemens Financial Services, Inc.


Joe Sebik is a Director of Tax Reporting in Siemens Corporation, covering Siemens Financial Services, Siemens’ US captive financing subsidiary.  Joe supports the tax aspects of Siemens Financial Services’ leasing and structured financing transactions, including alternative energy financings.
 
Joe has over 30-years of experience in the leasing industry including experience in accounting, financial reporting, transaction structuring and taxation. He has been a member of the ELFA’s Accounting Committee for over 20-years where he has actively assisted the Accounting Committee in many ways, including regularly presenting at the ELFA Accounting Conferences and writing numerous articles for the Equipment Leasing Today magazine. Joe is also the Chairman of the Federal Tax Committee of the ELFA and has introduced two recurring tax-oriented training sessions into the Accounting Conference.   
 
Joe has written six reference portfolios on lease accounting and lessor economics for Bloomberg/BNA, as well as co-authoring 2 portfolios on accounting for Variable Interest Entities and assisting on other accounting-related portfolios. Joe has regularly written about the leasing industry and has previously provided comment letters to the FASB on lease-related topics.
 
Prior to joining Siemens Corporation, Joe worked for Citicorp Global Equipment Finance, JPMorgan’s Tax Oriented Investments group, Chase Equipment Leasing, IBM Credit Corporation and Price Waterhouse.
 
Joe holds a Bachelors degree in Accounting from Queens College of the City University of NY and is also a Certified Public Accountant licensed in New York State.       

Robert Wescott

President
Keybridge Research, LLC


Robert F. Wescott is Founder and President of Keybridge Research LLC, an economic consulting firm in Washington, DC, that has served major financial institutions, Fortune 500 companies, and leading business associations since 2001.  Dr. Wescott concentrates on global macroeconomics, financial risks, and public policy research.  He provides global asset allocation advice to high-profile international financial firms and is a frequent speaker to business and financial audiences around the world.  Dr. Wescott also testifies as an expert before U.S. Congressional committees on economic, financial, and energy policy matters.
 
From 1999 until 2001, Wescott served as Special Assistant to the U.S. President for Economic Policy at the White House.  As senior economic adviser to President Clinton, he helped to develop Administration policies toward G-7 countries, Russia, China, India, other key emerging-market economies, and the international financial system.  During 1993-94, Wescott was Chief Economist at the President’s Council of Economic Advisers, where he developed the Administration’s U.S. macroeconomic forecasts and performed policy analysis. He helped write and edit the Economic Report of the President.
 
From 1994 to 1999, Wescott was Deputy Division Chief at the International Monetary Fund.  In the IMF’s Research Department he helped produce the World Economic Outlook, the Fund’s semi-annual review of world economic prospects, key risks, and policy challenges. In the European Department he was responsible for Eastern European countries in transition. He participated in IMF missions to Japan, China, Poland, and a number of countries in Western Europe.
 
Between 1982 and 1993 Wescott was Senior Vice President and Chief Economist at WEFA Group (now IHS Global Insight), the economic forecasting and consulting firm, where he oversaw all forecasting, economic modeling, consulting, and research activities for the U.S. Group.  Before that he managed the firm’s Global Economic Outlook Committee and coordinated the firm’s international forecasting from centers in North America, Europe, and Asia.  For nearly 10 years he wrote WEFA’s flagship monthly U.S. economic newsletter and he also co-authored its quarterly international economic newsletter. During these years he served as the firm’s primary public spokesman with clients and the media.
 
In 1989-90, Wescott lived in Japan, where he helped the University of Pennsylvania establish the International Center for the Study of East Asia Development (ICSEAD) in Kitakyushu.  ICSEAD does quantitative economic modeling and research on East Asian economies.
 
Dr. Wescott has published research papers in the areas of macroeconomics, fiscal policy, global saving patterns and interest rates, inflation targeting, the credit crunch in Japan, energy policy, and economic development, especially issues related to globalization.  Wescott holds a Ph.D. in economics from the University of Pennsylvania, 1983.

Sponsors

 
Hotel Information
The hotel cutoff date has passed and the ELFA discounted block is no longer available.   
       
Nearby Hotels:      
 
THE MAYFAIR AT COCONUT GROVE
3000 Florida Avenue
Coconut Grove, FL 33133
Phone: 1.305.441.0000
     
     
     
 
THE MUTINY HOTEL
2951 South Bayshore Drive
Miami, Florida 33133
Phone: 305.441.2100 or 888.868.8469
mutinyhotel.com       
     
     
     
 
SONESTA COCONUT GROVE MIAMI
2889 McFarlane Road
Miami, FL 33133
Phone: 1.305.529.2828
   
     
 
Ritz-Carlton Coconut Grove
A block of rooms is being held for attendees of the 2018 Executive Roundtable at The Ritz-Carlton Coconut Grove, 3300 Southwest Twenty-seventh Avenue, Miami, FL 33133, (305) 644-4680. A special conference rate of $275 plus tax, for best available room upon arrival, is offered to attendees. This fee includes in-room high-speed internet, access to the fitness center, and a daily newspaper by the elevators. Check in time is 4:00 pm, and check-out time is 11:00 am.
 
You may make hotel reservations one of two ways:
1. Call Reservations at (8443) 589-2184, provide your arrival and departure dates and mention the group name “ELFA Room Block- Executive Roundtable” in order to get the ELFA group rates.
 
2. Hotel Reservation website:
 
Make Hotel Reservations by Friday, February 9, 2018!
Reservations after this date are based on availability and may be at a higher rate.
 
Getting There
The Ritz-Carlton Coconut Grove is easily accessed from the Miami International Airport (MIA). Taxis are approximately $40 each way Miami International Airport. If you require transportation assistance, or if you have other personal requests, please call concierge at (305) 644-4680. An additional fee applies for transportation to and from the hotel.
 
For driving directions for the airport go here:
 
For further information about this property, visit their web site at:
 
Parking
Valet parking available. For valet parking there is a $38 overnight service fee; there is a $20-day fee.        

The Ritz-Carlton Coconut Grove
3300 Southwest 27th Ave
Miami, FL 33133

Get directions



How the Golf Pairings Work

  • All pairings will be done online by the registered golfers.
  • Anyone may use the scheduler as long as they're registered for golf and have an ELFA username/password.
    Please Note: if you're doing a golf pairing for a colleague, you must be logged in under your colleague's username/password.

    • If you've forgotten your password, please use the Forgot Password? to have it reset.
    • If you don't have one, please use the Create Account feature.
      Please Note: If you do not have an ELFA username/password, you will need to do this BEFORE you register.
  • Add Yourself to a Foursome: Click on "Sign Up" to the far right of a Group's name.
    • You must be a member of a Foursome to add other players to the group. Sign up for a Foursome first, then you can Assign others.
  • Add Other Players: Click on "Assign Player" to the right of your name, choose a player from the drop-down list in the pop-up and then click the "Add This Player" button to add that person to your group.
    • Please Note: If you have a pop-up blocker enabled, you'll need to allow pop-ups from the ELFA site.
  • Remove Yourself From a Group: Go to your Foursome and click on your name. A message will ask if you're sure you want to be removed from the Group. Click OK and your name will be removed.
    • You can not remove other players from a Group, so be careful when you add a player.
  • Contact Other Players: Click the email icon Email Icon next to a player's name to email that player.
  • Golfers who do not assign themselves to a Foursome will be assigned to one at random.