Equipment Leasing and Finance Association - Equiping Business for Success

2015 Operations & Technology Conference

September 16, 2015 - September 18, 2015

Hilton Philadelphia at Penn's Landing
Philadelphia, PA

Program Highlights
The Premier Event for Leasing and Finance Accounting Professionals
Program Qualifies for NASBA CPE Credits
The ELFA Operations and Technology Conference & Exhibition provides direction and support for member companies using technology to improve business processes, enhance customer satisfaction and increase operational effectiveness. Program highlights include sessions on project selection and building a business case, operational process mapping, application development methodologies, survival tips for the accidental project manager, a preview of the 2015 Business Technology Performance Index; managing enterprise risk; information sharing and process mapping. In addition to the program highlights mentioned, don't miss out on this year's Operations & Technology Excellence Award, which has been developed to recognize equipment leasing and finance companies that have demonstrated best practices in developing and implementing innovative uses of technology or creative business processes to improve operations, enhance customer interactions, enter new markets and build overall ROI.
Please Note!  The ELFA Operations and Technology Conference & Exhibition will again be held concurrently with the ELFA Lease and Finance Accountants Conference.  Both conferences will share a table top exhibit targeting companies that provide lease and finance accounting software, and other technology-related processes and systems.  To participate in the exhibition or to become a sponsor of this event, please contact Steve Wafalosky at or (440) 247-1060

Registration Fees

Price Description Amount
Additional Attendee $1180.00
Attendee $1225.00
Attendee - Non Member $2450.00
Committee Member $610.00
First Time Attendee - Member $1050.00
Speaker $610.00
Speaker - Non Member $610.00
Spouse / Companion $250.00

View cancellation and other policies

Operations And Technology Conference & Exhibition
September 16-18, 2015
The Hilton Philadelphia at Penn's Landing
Philadelphia, PA
Schedule of Events
Wednesday, Sept. 16
9:00 am
Early Registration (morning sessions)
10:00 am- Noon
Technology and Operations Roundtable
(pre-registration preferred)
10:00 am- Noon
Introduction to the Leasing and Finance Industry
Location: COLUMBUS B
11:30 am- 7:30 pm
Conference Registration
Location: Grand Ballroom Foyer
1:00- 2:00 pm
Welcome/Keynote Address
Keynote Address:  Dealing with Change or Changing the Deal
2:00- 2:15pm
Refreshment Break/Exhibits Open
2:15- 3:30pm
Digital Transformation: Untangling the Wires
3:30- 3:45 pm
Refreshment Break/Exhibits Open
3:45- 5:00 pm
Creating a “Fail Forward” Culture
5:00- 5:45 pm
New Attendees Reception
(pre-registration preferred)
5:30-  7:30 pm
Hosted Reception/Exhibits Open
Thursday, Sept. 17
6:00- 8:00 am 5K Fun Run
(Pre-registration Required)
7:00- 8:00 am
Continental Breakfast/Exhibits Open
8:00- 8:45 am
State of the Equipment Leasing and Finance
Association and State of the Industry
8:45- 9:00 am
Refreshment Break/Exhibits Open
9:00- 10:30 am
2015 Operations and Technology Award
10:30- 10:45 am
Refreshment Break/Exhibits Open
10:45 am-  12:15 pm
Do You Have the Right Customer Experience Strategy?
12:15- 1:30 pm
Hosted Luncheon
(Next door to the Hilton)
1:30- 2:30 pm
Rapid Mapping/Definition
2:30- 2:45 pm
Refreshment Break/Exhibits Open
2:45- 3:45 pm
Operations and Technology: The Power of Persistent Partnership
3:45- 4:00 pm
Refreshment Break/Exhibits Open
4:00- 5:00 pm
Anatomy of a Security Breach
5:00- 5:15 pm
Refreshment Break/Exhibits Open
5:15- 6:15 pm
Total Cost of IT
6:15- 7:45 pm
Hosted Reception/Exhibits Open
Friday, Sept. 18
7:00- 8:00 am Continental Breakfast/ Exhibits Open
8:00- 9:30 am
Business Intelligence/Analytics:  Is Your Data Still in Silos?
9:30- 9:45 am
Refreshment Break/Exhibits Open
9:45- 11:00 am
Alternative Finance
11:00- 11:15 am
Refreshment Break/Exhibits Open
11:15am- 12:30 pm
To Cloud or Not to Cloud – What is My Strategy?

Available Functions

  5 K Fun Run
  Introduction to the Leasing and Finance Industry
  New Comer's Reception
  Technology Leaders Roundtable


Timothy Appleget

Application Manager
Wells Fargo Equipment Finance

David Bakker

Arraya Solutions

Todd Binnix

Lean Six Sigma Master Black Belt
ECN Capital Corp.

John Bober

Managing Member
IXL Lease Advisory, LLC

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

Ray Bordogna

Chief Strategy Officer & Partner
LiquidHub, Inc.

Raymond (Ray) Bordogna is a Partner & the Chief Strategy Officer at LiquidHub, a management consulting & digital integration firm, where he defines the company’s strategic plan and shapes its innovation portfolio.  He also advises client executives on how best to improve their business results through a range of management consulting services. He is recognized for using digital (e.g., cloud, mobile, big data, social media & sensors) to establish & build new business capabilities, improve the return on digital investments and strategically transform organizations.  
Prior to joining LiquidHub, Bordogna was a Corporate Development Manager within Sun Microsystems' Corporate Strategy Group where he analyzed strategic investments. Previously, at Broadreach Consulting, he managed deployments of B2C, Enterprise Portals and Enterprise Application Integration projects. As a Global Program Manager at Tyco International, Bordogna directed global technology implementations and was responsible for the strategic use of Internet technologies.
Ray received his BSE from the University of Pennsylvania where he was the recipient of both the Francis G. Tatnall and Nassau Fund Awards. He holds a MSE from Stanford University and earned an MBA with Distinction from The Wharton School of the University of Pennsylvania where he dual-majored in Strategic Management and Finance.
In 2009, Bordogna received the Philadelphia Business Journal's "40 under 40" award for his “business accomplishments & community activities.”  In 2014, he won the SmartCEO Magazine's CXO Executive Management Award for leadership.  A former nationally-ranked tennis player and state soccer champion, he now competes nationally as an elite amateur triathlete having earned the USA Triathlon distinction of All-American in 2014.  

William Bosco

Leasing 101

Bill Bosco is a consultant specializing in the equipment leasing industry.  Bill has over 40 years’ experience in the leasing business with CitiCapital, Sumitomo Bank Leasing and as a consultant.  His responsibilities during his career prior to consulting have included:
Controllership responsibilities for large lessors
Designing, developing and promoting new lease products
Providing advice to solve issues in meeting customer needs in transactions with accounting, tax and structural complexities.  
Pricing lease transactions
Training in lease accounting, structuring and marketing.
He is a frequent speaker and author of articles on leasing issues.  
His has had a broad range of consulting assignments including:
Providing Lease Accounting Project advice and training to lessees and lessors
Advice to both lessees and lessors on lease accounting and structuring issues  
The ELFA has sponsored Bill as a member of the FASB/IASB Lease Accounting Project Working Group.  Bill attends all the FASB project meetings representing ELFA.
Bill has served on the Equipment Leasing and Finance Association (ELFA) Financial Accounting Committee for the last 27 years, 10 of which as the Chairman.

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.

Earle Compton

LEAF Commercial Capital Inc.

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 Dagrossa

Essex Technology Group

Michael is a recognized expert in the field, with over 18 years experience
in information security and investigations. Michael’s professional
experience includes several leadership positions in the medical, public
accounting, technology, finance, and pharmaceutical industries. During
his time with AIG he designed the IT Risk Management group for the
Personal Lines Division. At Clifton Gunderson, Michael created and led
the Information Security Solutions group under the assurance umbrella.
As Chief Risk Officer and Founder of ionRISK, he has taken his experience
and has created a risk management coalition utilizing his resources, as
well as secured partners to tackle just about any issue. In September
2012 ionRISK had been acquired by Essex technology Group, one of
IBM’S premier partners and agents over the last 16 years. Besides the
sale of ionRISK, he was asked to join Essextec as Vice President of
Business Risk Services and lead a strategic initiative for the future
placement of the company, their clients and partners. He has led and
worked numerous fraud and other investigations some very notable.
While in the corporate world, he developed and implemented security
policies, compliance programs, disaster recovery, business continuity,
digital forensics and technical security assessments.
Michael holds several professional certifications: Licensed Private
Investigator, CISSP - Computer Information Systems Security Professional,
CCE- Certified Computer Examiner, CEH - Certified Ethical Hacking and
Countermeasures, ACE - Access Data Forensics Examiner, ITIL - IT
Infrastructure Library Foundation Class and Certification, LeaderShift,
Internal AIG Leader Training, Microsoft Certified Systems Engineer (MCSE)
, Microsoft Certified Trainer (MCT), Citrix Certified Administrator (CCA),
Cisco Certified Network Associate (CCNA) , Novell 4.11 Certified
NetWare Engineer (Expired), Certified Technical Trainer – Train the Trainer
Program, Department of Homeland Security
Michael is also part of several security affiliations, Board of Directors
Technology Forum of Delaware, Board of Directors InfraGard, Member
of ASIS, Member ISASCA, Member ISSA, Member DHS, Member OWASP,
Member of Global Security Steering Committee, Member of Global TRC
(Technical Review Committee), Advisor to Regional Private Investigation
firm regarding Computer Forensics, Advisor to Local (Philadelphia) Law
Firms Regarding Computer Forensics, Guest Speaker IIA, Guest Speaker
HTCIA, Guest Speaker ASIS, Guest Speaker PICPA, Guest Speaker
MACPA, Guest Speaker CUISPA, Guest Speaker Secure World, Guest
Speaker Maryland Fraud Expo, Guest Speaker State of Delaware, Guest
Speaker InfraGard, Guest Speaker CSO Magazine Executive Series,
Published Security Articles (MACPA, Baltimore Business Journal,
Washington Business Journal, InfraGard)
Michael’s experience has allowed him to provide services for some high
level engagements to industries in multiple sectors. He has proven
experience with Sarbanes Oxley, Graham-Leach-Bliley act (GLB), Health
Insurance Portability and Accounting Act (HIPAA), HITECH Act, various
state breach laws, and other Federal requirements in certain sectors
(FDIC, FFIEC, NCUA, NACHA, NAIC, FERC/NERC). His work experience
has translated to understanding AICPA risk standards as they pertain to IT
for his clients. Michael has also utilized multiple frameworks through the
course of his career and has become fluent with ISO, ITIL and CoBIT.

Kristian Dolan

Solution Architect

Kristian Dolan, CLFP is the co-owner and solution architect at Tamarack Consulting.  With more than 20 years’ experience in the software industry, Dolan has spent the last 15 years focused primarily on providing technology solutions for the Equipment Finance & Commercial Lending industries.  Before merging with Tamarack Consulting, Kristian was the owner of E2E Systems which specialized in developing and implementing front office lease/loan origination systems.  He specializes in utilizing cloud, integration, and data technologies to streamline operations and help lessors and lenders achieve their goals.

Michael Donnary

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

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.

Jeffrey Emrich

Chief Information Officer
Crestmark Equipment Finance

Jeffrey provides strategic operational and technology guidance for Crestmark Equipment Finance as Chief Information Officer.

Jeffrey has over 20 years of experience managing technology for the equipment finance industry and has been a member of the Operations and Technology Committee of the Equipment Leasing and Finance Association (ELFA) 2014-2016.

Jeffrey earned his Master of Business Information Technology from Walsh College and a B.S. in Computer Science from Central Michigan University.

Kate Feather

EVP Marketing and Sales

Hal Hitch

Director of Operations for Equipment Finance, US

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.

John Hurt

Director, Digital Business Advisory Practice
The Alta Group LLC

Extensive experience in strategic system design and application of technology to support core systems and leverage technology to enhance sales force effectiveness and back office efficiency for LaSalle National Leasing in the U.S. and ABN Amro Leasing in Canada
Part of a 5 member DE Novo startup team for Cole Taylor and MB Equipment Finance, responsible for Technology, Marketing and Facilities
CIO roles with systems responsibility including lease and loan originations, sales, customer relationship management platforms, and process improvement initiatives
25+ years senior-level Information Technology experience

John Karolenko

Vice President
ECN Capital Corp.

John Karolenko, Vice President, Operational Excellence, is responsible for leading Element Fleet Management’s Six Sigma-based Operational Excellence process improvement program. John joined Element Fleet in 1984; throughout his career with the company, he has led key projects that have impacted Element’s ability to deliver the highest quality service to clients. In addition to developing the successful Operational Excellence program, he led Element’s disaster recovery management efforts on behalf of clients during hurricane events and led the development of Element’s Operational Dashboards, cutting-edge tools that provide ‘right-time’ management of all client transactions.
John is a graduate of Towson University with Bachelor of Science degrees in Marketing and Accounting, and earned an Executive MBA from Loyola University in Maryland.  He is a member of the American Society for Quality and holds a Lean Six Sigma Black Belt certificate.

Hamlet Khodaverdian

Quick Bridge Funding

Hamlet Khodaverdian is a business person with technological inclinations. He is currently the Vice President of Technology at Quick Bridge Funding, LLC. In this role, Hamlet is responsible for the ongoing leadership of Quick Bridge Funding’s Information Technology vision, strategy and execution. He is a member of the Executive Leadership Team.
In the past, he has been at Western Mutual Insurance Group, Alliance Funding Group, Inc, Canon R&D, and has been involved in a number of startups including Netsystems, and Orange Capital Funding.
Hamlet earned an Applied Mathematics degree with emphasis in Theoretical Computer Science from U.C. Berkeley in 1998 and has taken courses at Stanford and Columbia University. Hamlet, his wife and two daughters currently reside in Orange County, CA.

Martin Klotzman, CLFP

Marketing and Operations Manager
Ivory Consulting Corporation

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

Jeffrey Lezinski

SVP Solution Architecture

Jeff Lezinski, Vice President of Equipment Leasing at Odessa Technologies, oversees projects and business consulting efforts for Odessa's customers.  He brings extensive experience in lease finance, accounting, and business practices as well as software design through his years in Project Management and Business Analysis work at Odessa.  He has spoken on a wide range of leasing topics at various forums and been involved in the writing of various publications related to the leasing industry.  Prior to joining Odessa, Jeff worked for the Financial Advisory Services group of PriceWaterhouseCoopers, LLP (PWC). At PWC, he consulted for various Fortune 500 companies and assisted them in areas of litigation consulting as well as financial statement carve-outs. He led teams in defense of Department of Justice pricing investigations and data analysis for large health care providers. Jeff holds an Economics degree from Haverford College, USA.

Lucy Marsh

VP/BA Operations
TCF Equipment Finance, a division of TCF National Bank

Jennifer Martin

VP, Originations
Key Equipment Finance

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

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

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

Madhu Natarajan


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   

Lisa Rafter

Monitor /

Lisa Ramirez

VP, Business and Professional Development
Equipment Leasing and Finance Association

Lisa Ramirez serves as Vice President, Business and Professional Development for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector.

Ms. Ramirez oversees the management and direction of all business and professional development activities for the association, including the Annual Convention, conferences, workshops, best practices roundtables, e-learning initiatives, web seminars and web-based educational content.

Prior to joining the ELFA in July 2012, Ms. Ramirez served as an Educational Programs Manager for the Council for Advancement and Support of Education, where she served as sole project manager (design and implementation) for the planning and executing of 15 educational programs. Previously, she served as a program manager for the American Institute of Architects, where she managed and coordinated key projects and conferences with AIA Executive Members.

Ms. Ramirez holds a master's degree in communication studies from Texas State University, a bachelor's degree in organizational communication from Texas State, and a certification in corporate communication training and development.

Deborah Reuben, CLFP

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.

Robert Rinaldi

Bob Rinaldi, LLC

Bob Rinaldi is Chief Executive Officer of Commercial Industrial Finance (“CI Finance”), a national equipment finance company headquartered in Cincinnati, Ohio and St. Louis, Mo.  Originally founded in 1982 and acquired in 2015 by CBank, a Cincinnati based community bank focused on commercial and industrial lending to the SMB sector, the organization provides equipment financing for companies of all sizes.  CI Finance specializes in the development and implementation of sales-aid finance programs for manufacturers, vendors and distributors of capital equipment. Rinaldi is focused on CI Finance's expansion strategy in the commercial and industrial equipment financing sector and in sustainable energy efficiency finance initiatives, predominantly in the built space.
Most recently Rinaldi was Senior Vice President of CSI Leasing, responsible for its organic and inorganic growth strategies. Previously, Rinaldi was Executive Vice President of National City Commercial Capital Company (NC4), now PNC, and President of NC4 Canada. Rinaldi has held positions including Senior Vice President of Provident Bank and Executive Vice President and Principal at Information Leasing Corp. (ILC), later acquired by Provident. As a founding partner of ILC, Rinaldi helped grow the company to the fifth-largest bank-owned leasing company in the United States with annual originations of over $3 billion and $8 billion in assets.
An industry pioneer, Rinaldi has a solid background in leading companies to the forefront through innovative strategies, revenue production, creative marketing, new product development, technology solutions and international expansion.
Rinaldi currently serves as Chairman of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing the $903 billion equipment finance sector. He is also a member of the Equipment Leasing & Finance Foundation's Research Subcommittee and Development Committee. He is a past Trustee of the Foundation and past Chairman of ELFA's LeasePAC. Rinaldi was the recipient of the Foundation Research Committee's 2013 Steven R. LeBarron Award for Principled Research and ELFA's 2014 David H. Fenig Distinguished Service in Advocacy Award.
Rinaldi can be found on LinkedIn and on his website dedicated to the pioneers of the modern equipment leasing industry as we know it today -

Nicholas Roberto

Chief Credit & Operations Officer
Quick Bridge Funding

Nick is a 30+ year Risk & Operations professional in the equipment leasing and finance industry.  Currently the Chief Credit Officer and member of the Executive Leadership Team at Quick Bridge Funding, he is responsible for leading all front-end credit and operational strategy, personnel, and processes.  Prior to joining QBF, he held various senior level positions, most recently Chief Risk Officer for De Lage Landen’s U.S. business units.  His prior roles include leading the credit & operations for companies including LEAF Commercial Capital, Financial Federal Credit, Rockford Industries/American Express, and AT&T Capital.  Nick earned his undergraduate degree in Economics from Lafayette College and holds an MBA from the University of Connecticut.   Nick, his wife, and two daughters currently reside in Orange County, CA

Christy Stoliker

VP, Technology
Key Equipment Finance

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.

David Thommen

IT Director
Terex Financial Services

Vernon Tirey

President and CEO
LeaseQ, Inc.

Mark Tomaselli

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.

Joel Van Vark

Vice President, Credit - US and Canada
John Deere Financial

Joel Van Vark is the Vice President, Global Operating Platforms for John Deere Financial (JDF).  He leads JDF’s strategic portfolio and program management, business process excellence, technology enablement, change management and customer quality programs. He is also responsible for JDF’s data management and governance globally.  In this role, he brings a vision for leveraging the capabilities of modern technology with robust business processes to enable an exceptional customer and channel experience. This enables JDF to implement common processes that adapt well to various geographies, business capabilities, and increasing requirements from dealers and customers.
Joel graduated from the University of Northern Iowa with a B.A. degree and earned an MBA from the University of Iowa. Joel joined John Deere Financial in 2001 and has held broad management roles including Managing Director, John Deere Bank S.A. in Luxembourg; President, John Deere Credit, Inc. in Burlington, Ontario, Canada; Vice President, Wholesale responsible for Deere’s Wholesale Credit function in the U.S. and Canada; and Vice President, International – based in Singapore where he was responsible for establishing JDF’s businesses in China, India, SE Asia and Sub-Saharan Africa.
Prior to joining John Deere Financial, Joel held a number of positions of increasing responsibility in the financial services industry. Joel held leadership roles with Bank of America, Firstar Corporation (and its predecessors)  and CNH Capital, where he was General Manager – Europe, based in Dublin, Ireland.
Joel is on the ELFA Captive & Vendor Finance Business Council Steering Committee.

William Verhelle

Innovation Finance USA LLC

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

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

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

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

David Wiener

Managing Director
The Alta Group LLC

David Wiener has been respected in the disciplines of sales, credit, and capital markets/syndications within the equipment finance industry for more than 30 years.  As an expert in transaction and portfolio pricing and negotiation execution, he has personally structured and closed more than $2 billion in volume from more than 700 transactions, and managed or collaborated with capital markets staff collectively closing over $50 billion in portfolios and transactions.  He has created full capital markets syndications capabilities for top-ten vendor leasing organizations in the U.S.    
As a member of The Alta Group, David has conducted research for major financial institutions focused on company acquisition due diligence, CRM development, lease systems analysis, financial performance process improvement, application of securitization alternatives, benchmarking studies, vertical market entry studies in adjacent product sectors, and de novo equipment finance platform creation.  
Prior to his work at Alta, David gained broad industry management experience as a transaction leader at LEAF Financial, GE Capital Markets, Tokai Financial Services, and Maryland National/MNC Leasing.  He is a past recipient of the GE Capital Pinnacle and Tokai Winners Circle awards. David has utilized Six Sigma quality tools and e-commerce initiatives for process improvement in the execution of syndication activities.  He successfully directed an effort to internationally outsource capital markets analytic activities, a cost saving endeavor that significantly reduced deal evaluation cycle time and became a recognized best practice within the world's leading international outsourcing company.  
"As the global economy emerges from the most severe recession in generations, capital formation will continue include equipment finance products.  Now is an unique time to revisit market entry, markets served and internal processes to effectively take advantage of growth opportunities."
David is a respected authority on equipment finance demographics. He has participated for 24 years on the Equipment Leasing and Finance Association (ELFA) committee that oversees the Survey of Equipment Finance Activity benchmarking report. In his 12 year volunteer trustee role on the Equipment Leasing and Finance Foundation as research committee chair, he was instrumental in commissioning more than 40 major industry reports. For his volunteer service to the ELFA, David was recognized with the Distinguished Service Award.  


Hotel Information
HOTEL BLOCK SOLD OUT at the Hilton Penn's Landing.
Alternative nearby hotel:
Holiday Inn Express E Penn's Landing
100 N Christopher Columbus Blvd
Philadelphia, PA 19106
+1 215-627-7900
A block of rooms is being held for attendees of the 2015 Operations and Technology Conference at the Hilton Philadelphia at Penn's Landing, 201 South Columbus Blvd. Philadelphia, Pennsylvania.  A special conference rate of $204 plus tax, single/double occupancy, is offered to attendees.   Check in time is 3:00 pm, and check-out time is 12:00 Noon.  Please call Reservations at 1-800- HILTONS provide your arrival and departure dates, and mention ELFA 2015: Operations and Technology in order to get the ELFA group rate.
Make Hotel Reservations by Tuesday, August 25, 2015! Reservations after this date are based on availability and may be at a higher rate.
Getting There
The Hilton Philadelphia at Penn's Landing is surrounded by panoramic views of the city, delicious dining and wholly unique experiences.  The Hilton Regency Philadelphia at Penn's Landing is 10 miles or 30 minutes from Philadelphia International Airport.  A taxi ride from Philadelphia International Airport to The Hilton Regency Philadelphia at Penn's Landing is approximately $28.50 exclusive of tax and gratuity.  While on property taxis are readily available to deliver you to your destination of choice, please call the concierge while on property to arrange for taxi service.
Hotel Car
The Hilton Philadelphia is proud to announce the arrival of its new shuttle.  The complimentary, 21-passenger, shuttle will make trips Monday through Friday to the Philadelphia Navy Yard GlaxoSmithKline office.  The shuttle will depart from the hotel front drive at 8:00 AM and pick up from the GSK office at 5:30 PM.
To reserve a seat on the shuttle, please contact the Front Office Manager on duty.  Reservations are available on a first come, first serve basis.  Reservation requests outside the designated pickup times may be coordinated with the Front Office Manager on duty, based upon availability.
The Hilton Philadelphia at Penn's Landing offers one of the most affordable and convenient parking garages in Philadelphia. We offer our guests a number of onsite parking options along with an adjacent 500-car parking garage, available for valet and self-parking.
0 - 6 hours - $18
6-12 hours - $24
Overnight hotel guests (12 to 24 hours) self-parking - $32
Valet Parking
Daily - $29
Overnight - $43

Hilton Philadelphia at Penn's Landing
201 South Columbus Blvd
Philadelphia, PA 19106

Get directions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Constellation Financing Systems Corp.

Italo Guerrieri
Constellation Financing Systems
640 Brooker Creek Boulevard, Unit 410
Oldsmar, FL 34677
Mobile: (647) 998-5591
Phone: (289) 291-4985

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

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

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

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

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

e-Sign Live

Businesses of all sizes choose e-SignLive™ by Silanis when electronic signatures matter. Nearing one billion documents processed each year, e-SignLive™ is the most widely used e-signature solution in the world and is ranked a leader by analyst firms. Organizations of all sizes, including top banks, insurers, credit providers, pharmaceutical and government agencies, trust e-SignLive to run their core business processes and take their businesses digital through innovations in mobile technology, electronic evidence, analytics and personalization. On premises or in the cloud, e-SignLive delivers the best customer experience while providing the strongest legal protection and regulatory compliance. Learn more at

eOriginal Inc.

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

International Decision Systems

Paul Macura, VP Sales - Americas & Europe
220 South Sixth Street
Suite 700
Minneapolis, MN 55402
(612) 851-3200

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 or email

Ivory Consulting Corporation

Scott A. Thacker
Chief Executive Officer
415-933-0892 - mobile

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.


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 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

LeaseTeam, Inc.

Bryan Hunt
4139 S. 143rd Circle
Omaha, NE  68137
(402) 493-3445
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.

MTS Software Solutions, Inc.

MTS Software Solutions, Inc. provides technology and services that simplify, streamline, and accelerate document and data-driven processes through business process automation, enterprise content management & document scanning services. As Authorized OnBase Partners and members of the Equipment Leasing & Finance Association (ELFA), we're committed to providing solutions that improve profits, performance, and productivity specifically for the equipment leasing and finance industry.
Our IntellaLease solution automates document and data processing to optimize data integrity and streamline workflows across the entire lease lifecycle. By intelligently and automatically capturing documents, extracting relevant data, and integrating with your core business systems, IntellaLease improves productivity by eliminating manual tasks, minimizes risk associated with inaccurate data, and provides insights to optimize operational efficiency.
IntellaLease applications include Credit Application Acceleration, Document Package Receipt Automation, and Asset Creation/Invoice Processing.
For more information, visit:

NetSol Technologies

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

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

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

Corporate Headquarters
23975 Park Sorrento, Suite 250, Calabasas, CA 91302, USA
Phone: +1 818-222-9195

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.     

Tamarack Consulting, Inc

Tamarack is an independent software solution consultancy that works extensively in equipment finance. They specializes in building customer/vendor/broker portals, implementing and supporting software products, custom development and integrations, and providing custom solutions. Tamarack also provides objective technology strategy consulting to help clients choose, build, or integrate the right software solution.

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