Equipment Leasing and Finance Association - Equiping Business for Success

2012 Operations & Technology Conference

September 10, 2012 - September 12, 2012

L'Enfant Plaza Hotel
Washington, DC


Leveraging Technology Today
 
View exhibitors at the Accounting and Technology Exhibition:
 
 
  • Technology and the Equipment Leasing and Finance Industry: A Look Back/A Look Ahead
  • Mobile, Cloud, and Social Media: Overhyped or Reshaping the Industry?
  • System Replacement:  What Will it Take?
  • Managing Enterprise Risk:  Solutions and Strategies
  • Information Sharing and Privacy: Know the Facts
  • Optimizing the Customer Journey:  Integration Beyond the Enterprise
  • Accounting Changes:  Software for the Lease and Loan Transaction Lifecycle
  • Aligning Projects between the Business and IT Teams
  • Unmatched networking activities!
 
New this year!  The ELFA Operations and Technology Conference will be held concurrently with the ELFA Lease and Finance Accountants Conference.  Both conferences will share a table top exhibit targeting companies that provide technology-related processes and systems, and other finance accounting software.  
 
 

Registration Fees

Price Description Amount
Additional Attendee $1160.00
Attendee $1175.00
Attendee - Non Member $2290.00
Committee Member $585.00
FTA - Member $1020.00
Speaker $585.00
Speaker - Non Member $585.00
Spouse / Companion $250.00

View cancellation and other policies

Deadline Dates at a Glance
 
  • Friday, August 10, 2012: cutoff date to make hotel reservations at the L'Enfant Plaza Hotel at the special conference rate.
  • Friday, August 31, 2012:  Last day to register and still have your name appear on the printed list of attendees.
 
 
Cancellations Policy
  • Refund minus $100: Should you need to cancel, refunds will be processed less a $100 administrative fee.
  • No refund: No refunds of registration fees will be given for cancellations received on or after Monday, August 27, 2012.  ELFA regrets that refunds will not be given for no-shows.  
 
Please Note: Cancellations by telephone will be accepted, but must be followed with a letter that includes the name of the ELFA staff member who accepted the cancellation.  This letter may be:
 
  1. mailed to Janet Fianko at ELFA Headquarters:
1825 K Street, NW, Suite 900, Washington, DC 20006
  1. faxed to 202-478-0980, Attn: Janet Fianko, or
  2. emailed to Janet Fianko at jfianko@elfaonline.org
 
Substitutions
Substitutions for the entire program may be made at any time including during on-site registration.
 

Available Functions

Speakers

Christopher Canney

Senior Vice President \ Chief Technology Officer



Deborah Cisneros

IT Manager
Caterpillar Financial Services Corporation



Doug Cohen

Channel Manager, Sr.
Vertex Inc.


Doug Cohen is currently a Senior Channel Manager for Vertex, Inc. He is a member of the Equipment Leasing and Finance Association (ELFA), participating on both the Operations & Technology Committee and Tax Best Practices Committee. Doug has contributed to articles in World Leasing News, Equipment Leasing & Finance and American Institute of CPA's Corporate Taxation Insider newsletter. Doug received an M.B.A. from Temple University and B.S. degree from Drexel University.

Doug Cohen

Channel Manager, Sr.
Vertex Inc.


Doug Cohen is currently a Senior Channel Manager for Vertex, Inc. He is a member of the Equipment Leasing and Finance Association (ELFA), participating on both the Operations & Technology Committee and Tax Best Practices Committee. Doug has contributed to articles in World Leasing News, Equipment Leasing & Finance and American Institute of CPA's Corporate Taxation Insider newsletter. Doug received an M.B.A. from Temple University and B.S. degree from Drexel University.

Andrew Cotter

EVP, Chief Information Officer
Somerset Capital Group, Ltd.


Andrew Cotter serves as CIO for Somerset Capital Group, Ltd. and has been with the organization since 2002.  Mr. Cotter is primarily responsible for providing vision and leadership to develop and implement information technology initiatives related to the business, financial, and operations systems that are critical to core organizational functions. Through collaboration with business leaders and select vendor relationships, Mr. Cotter establishes, plans, and administers the overall policies and goals for the information technology department, as well as helps business operations utilize information systems to improve efficiency.
 
Prior to joining Somerset, Mr. Cotter owned a full service technology services organization, distinguishing itself through a unique mix of hardware, software, networking and internet skills with customers ranging from small architectural firms, medium size capital markets organizations, medical and microelectronics firms to non-profit organizations.
 
Mr. Cotter earned his Bachelor’s in Architectural Studies and Design from the University of Massachusetts at Amherst, in 1998.

Andrew Cotter

EVP, Chief Information Officer
Somerset Capital Group, Ltd.


Andrew Cotter serves as CIO for Somerset Capital Group, Ltd. and has been with the organization since 2002.  Mr. Cotter is primarily responsible for providing vision and leadership to develop and implement information technology initiatives related to the business, financial, and operations systems that are critical to core organizational functions. Through collaboration with business leaders and select vendor relationships, Mr. Cotter establishes, plans, and administers the overall policies and goals for the information technology department, as well as helps business operations utilize information systems to improve efficiency.
 
Prior to joining Somerset, Mr. Cotter owned a full service technology services organization, distinguishing itself through a unique mix of hardware, software, networking and internet skills with customers ranging from small architectural firms, medium size capital markets organizations, medical and microelectronics firms to non-profit organizations.
 
Mr. Cotter earned his Bachelor’s in Architectural Studies and Design from the University of Massachusetts at Amherst, in 1998.

Michael Donnary

Principal
Capgemini America, Inc.


Michael Donnary is a business and technology consultant with management and hands-on experience in optimizing asset finance IT organizations.  He has demonstrated a proven ability to leverage the benefits of IT to solve business issues while managing cost and mitigating risk. Michael has spearheaded the selection and implementation of package solutions as well as development and deployment of and custom applications, driving business efficiency resulting in significant cost savings.
 
Client engagement work includes project management, system selection and implementation, custom software development, global IT strategy, enterprise architecture and organizational change management. Michael started his career in banking technology at Metropolitan Bank Group, and worked as Director of Information Technology at Prime Capital Corporation before becoming a consultant to the Asset Finance industry. Michael is Committee Chair of the ELFA Operations and Technology Committee, co-author of the Business Technology Performance Index, a regular industry author and speaker, and has led asset finance training programs in India, France and North America.

Katie Emmel

COO
International Decision Systems


Ms. Emmel serves as SVP of Product Management and Product Marketing for International Decision Systems (IDS), the provider of InfoLease and Rapport, the proven, market leading solutions for origination and portfolio management in the equipment finance industry.

Ms. Emmel is responsible for overseeing IDS's product portfolio and defining the company's product strategy. With more than 25 years of strategic product management experience, she is a proven thought leader in product strategy and brings extensive expertise on lease and loan software and client management. Prior to her executive team appointment, Ms. Emmel held key Senior Director and Director positions at IDS.

Ms. Emmel is a member of the ELFA Operations and Technology Committee.


Joseph Giegerich

Managing Partner
Gig Werks



Malcolm Gordon




Hal Hitch

Director of Operations for Equipment Finance, US
CIT


Hal has 27 years in equipment leasing in various roles from Finance to Marketing, Technology & Operations.  Currently he is Director of Operations in CIT's U.S. Equipment Finance Division, driving change initiatives as both a program manager and product owner for the North American markets.  Hal has served on the ELFA Operations & Technology committee for five years, supporting the last four year's annual ELFA O&T conferences, and now chairs the Office & Technology Award sub-committee.

Bob Hulick


Trinity Leasing Company, Llc



Lynn Jenkins




Leonard Lane

SVP, Product Management
Odessa


Leonard Lane brings more than 25 years of accounting and IT experience in leasing and equipment finance to his position as SVP, Product Management for Odessa, a leader in lease and loan accounting software solutions. Leonard joined Odessa in 2016, leading the Product team with responsibility for the functional roadmap of all Odessa products. Prior to Odessa, Leonard held various accounting, IT and operations roles for Winthrop Resources Corporation and TCF Bank (1992-2016). Leonard holds MBA, Finance and Operations and BSB, Accounting degrees from the University of Minnesota’s Carlson School of Management and is a certified public accountant (inactive). He was also a member of the ELFA Operations and Technology Committee from 2012 – 2015.

Steven LeBarron




Michael McKie

Vice President, I.T. Program Mgmt.
LEAF Commercial Capital Inc.



James McKinney

Chief Financial Officer


Jim McKinney joined RBS Citizens Asset Finance (RBSAF) in 2004.  He is responsible for providing management, direction and oversight for RBSAF's strategic initiatives as well as overseeing the Company's operations and financial management.  
 
Before joining RBSAF, Mr. McKinney spent 2 years as General and Administrative Manger for ServiceGas and 3.5 years in numerous professional roles with the Federal Reserve Bank of Chicago (FRB Chicago).  He graduated from DePauw University with B.A.s in Economics and Computer Science.  Mr. McKinney holds an MAS in Accounting from Northern Illinois University.  He is member of the ELFA's Accounting Committee.   

Daniel O'Malley

President/Chief Operating Officer


Mr. O’ Malley is an expert on software development and design methodologies, database architectures, and emerging Internet and enterprise-computing technologies. He has more than 15 years of experience in the information technology industry. He began his career as a computer programmer on a data warehouse team for Cinmar, an Ohio-based company.
 
Mr. O’Malley has spent the last 11 years with LeaseTeam, Inc. He began his career with LeaseTeam as a software developer and now oversees LeaseTeam’s corporate software development process, quality assurance and system implementations.Mr. O’Malley holds a Bachelors degree in Management Information Systems from Miami University - Oxford, Ohio   

Daniel O'Malley

President/Chief Operating Officer


Mr. O’ Malley is an expert on software development and design methodologies, database architectures, and emerging Internet and enterprise-computing technologies. He has more than 15 years of experience in the information technology industry. He began his career as a computer programmer on a data warehouse team for Cinmar, an Ohio-based company.
 
Mr. O’Malley has spent the last 11 years with LeaseTeam, Inc. He began his career with LeaseTeam as a software developer and now oversees LeaseTeam’s corporate software development process, quality assurance and system implementations.Mr. O’Malley holds a Bachelors degree in Management Information Systems from Miami University - Oxford, Ohio   

Richard Pawlewicz

VP Operational Excellence
DLL



Deborah Reuben, CLFP

President
Reuben Creative, LLC


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

Kenneth Sonderup

Sr. Manager, Leasing Business Solutions
Farm Credit Leasing Services Corporation



Lynne Storey

VP, Business Systems



Scott Thacker, CPA, CLFP

Chief Executive Officer
Ivory Consulting Corporation


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

David Thommen

IT Director
Terex Financial Services



Mark Tomaselli

President
Innovation Finance USA LLC


As Chief Information Officer at First American, Mark Tomaselli has responsibility for all aspects of the company's infrastructure, application development, security, and IT service delivery.
 
Prior to joining First American, Mark held several senior management positions with Fortune 500 companies, including Sun Microsystems and Citizens Communications. With over 17 years of technical and IT management experience, Mark offers a unique blend of creativity and established process to deliver reliable and meaningful technology to both internal and external customers.  Mark holds a Bachelors of Science in Information Technology and is an active member of the Equipment Leasing and Finance Association.
 
 

Sponsors

 
The L'Enfant Plaza hotel room block has been sold out. However the ELFA has secured a new block of rooms at the Crystal City Marriott, which is located near Reagan National Airport in Arlington, Virginia.  To make a reservation, please call the hotel at (800) 228.9290  and refer to the ELFA in order to the group rate of $299/ night.  
 
Make Hotel Reservations Online!
You may also make your reservations on the following link Crystal City Marriott at Reagan National Airport >> with the group code "euleula" already entered.

Getting There

The Crystal City Marriott sits atop the Crystal City Metro stop.  Attendees staying at the Crystal City Marriott won't even have to walk outside to get from one hotel to the next.
 
To get to the ELFA Operations and Technology Conference at the L'Enfant Plaza hotel, take the Yellow line towards Greenbelt.  The third stop on the line is L'Enfant Plaza.  Once off the train, follow signs to the hotel, which is directly above.  There is an elevator that will take you directly to the hotel lobby. 
For further information about this hotel, check out their website:

L'Enfant Plaza Hotel

Washington, DC

Get directions



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



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



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



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



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



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



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



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



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



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



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



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



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



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

American Lease Insurance


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

Cassiopae Inc.


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

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

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

CHP Consulting


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

 

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

    

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

 

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

 

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

 

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


Ecologic Leasing Services



LeaseAccelerator is the market leader in lease management and accounting software (SaaS) designed specifically for equipment lessees. It defines best practices and is used by global companies – including large manufacturers and health-care companies such as Cisco, Cummins, Eaton, Ascension Health, and NetApp – to compete, manage, control, and account for their equipment leases in more than 50 countries, generating recurring hard-cost savings of 12-18% by driving down lease rates and improving return performance.
 
LeaseAccelerator also simplifies and accelerates FASB, IFRS, SOX and SEC compliance. LeaseAccelerator 11.0, released in June 2015, includes many new lease accounting features that make it easy for equipment lessees to transition to the new lease accounting standard – an industry first.
 
Here is the challenge: Many global companies lease equipment all over the world. They use spreadsheets and email to track leases, assets, and stakeholders. Given the dynamics, finance executives do not trust their data, can’t return equipment on-time, and can’t scale. They know complying with current standards and the new standards, in which all leases longer than 12 months are capitalized, requires much more. Instead, these fiduciaries need an asset-based lease management solution to ensure the accuracy and completeness of their accounting and public reporting – well in advance of the implementation date of the new standard to provide SEC comparable statements.
 
Using LeaseAccelerator, lessees can manage the lifecycle of leases, assets, stakeholders, and lessors. It enables decentralized work and controls with centralized data, documents, and reporting – supporting lease vs. buy analysis, in-country lease bidding, performance management, portfolio management, accounting, and financial reporting. LeaseAccelerator integrates with procurement systems (iProcurement, Ariba) and ERP applications (Oracle, Peoplesoft, and SAP) and serves as a lease accounting subledger. In addition, it’s wrapped by a SOC 1 Type II attestation.
 
Using LeaseAccelerator, you can control your processes of sourcing capital and booking transactions. Then, over the term, you can manage any asset-level changes in location or business coding. You can also manage any mid-term or end-of-term events (buyouts, renewals, and returns) using notification and attestation capabilities.
 
These capabilities make it easy to reconcile your portfolio step-by-step at the asset level on a monthly basis and produce auditable financial statements with data that you trust – under the current lease accounting standard or the new one. By adopting LeaseAccelerator, you can remove the uncertainty of transitioning to the new lease accounting standard and continue to use equipment leasing as a strategic tool for your businesses – an objective shared by your lessors.
 
LeaseAccelerator is available today over the web at www.leaseaccelerator.com. It includes access to a competitive marketplace in which lessors from The Global Lessor Network (GLN) will bid for your business, standardized contracts, expert support, and managed services.
 
Using the GLN, global companies with a need for in-country leasing expertise and financing can identify, compete, and transact with local lessors. LeaseAccelerator and the GLN have supported transactions in 50 countries, spanning a wide variety of asset types, including aircraft, construction, forklifts, furniture, IT, mining, networking, and transportation equipment. Lessors can register for the GLN at www.lessornetwork.com.

EquipmentEngine Financial Services Company, LLC


Exhibitor profile is not available at this time.

Ernst & Young LLP


Exhibitor profile is not available at this time.

International Decision Systems


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

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


Ivory Consulting Corporation


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

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


LeaseTeam, Inc.


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

Liberty Acquisitions


Exhibitor profile is not available at this time.

Odessa Technologies, Inc.


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

OSG Billing Services


Exhibitor profile is not available at this time.

Pricewaterhousecoopers LLP


 
   
Visit us at booth #15
 
PwC helps organizations and individuals create the value they're looking for. We're a network of firms in 158 countries with close to 169,000 people who are committed to delivering quality in assurance, tax and advisory services. Tell us what matters to you and find out more by visiting us at www.pwc.com.
 
Internal Revenue Code Section 1031 allows taxpayers to defer federal income taxes on an exchange of like-kind properties held for business or investment purposes. Businesses with extensive asset portfolios that routinely dispose of assets on a regular basis at a gain (e.g., equipment leasing or rental car companies) may decide to set up a like-kind exchange ("LKE") program to access the gain deferral allowed under Section 1031. Existing tax rules require the involvement of a third-party qualified intermediary ("QI") to facilitate the exchanges and to hold the cash from the disposal of the assets until it is needed to purchase replacement assets. PwC, in conjunction with Accruit, offers the only comprehensive 1031 like-kind exchange (LKE) solution for the leasing industry. We assist our clients in implementing and operating LKE programs that can help enhance cash flow and increase margins. We currently manage LKE programs for more than 150 companies across 20 industries, and assist our clients in managing over 25 million LKE eligible assets each month. Together with Accruit, we have developed an integrated and cost effective LKE service that integrates our LKE tax consulting and compliance process with Accruit’s patented 1031 qualified intermediary process. We can work with your business team to customize our LKE program solution to meet your specific needs. Over the last 14 years, we have worked with a variety of equipment portfolios and rental management systems . We have also developed the deep LKE tax, technology, and industry experience needed to keep our clients’ LKE programs current with IRS developments, and can provide comprehensive IRS support in the event of a program audit. Please call 877-479-2882 or visit www.pwcelke.com to learn how your organization can benefit from PwC’s Like-Kind Exchange Services.  
 
   

SunGard


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


Vertex Inc.




Founded in 1978, Vertex Inc. is the leading provider of corporate tax software and services for companies of all sizes, from small to medium-sized businesses to global multinationals.
 
Vertex solutions enable companies to realize the full strategic potential of the corporate tax function. The company offers a variety of products and services that allow businesses to automate, integrate, and streamline their corporate tax processes. Vertex provides solutions in every major line of tax including income, sales and consumer use, value added and payroll. Vertex also offers tailored solutions for specific industries including retail, communications, hospitality and leasing. Vertex Managed Services allows companies to outsource sales and use tax returns and exemption certificate management.
 
Known for its innovative culture, Vertex is a privately held company that employs over 900 professionals across the globe, at its headquarters in the U.S. (Berwyn, Pa.) and offices in Europe (London), Brazil (Sao Paulo), Dallas, Fort Collins, Naperville, Phoenix, San Francisco, Sarasota and Seattle.
For more information about Vertex, visit www.vertexinc.com.