Equipment Leasing and Finance Association - Equiping Business for Success

56th Annual Convention

October 22, 2017 - October 24, 2017

JW Marriott Orlando Grande Lakes
Orlando, FL


Registration Fees

Price Description Amount
1st Time Attending Annual Convention - Add'l Exh $1190.00
1st Person Registering from Member Company $1885.00
1st Time Attending Annual Convention - Member $1190.00
Additional Attendee from Member Company $1640.00
Additional Exhibitor - Member Company $1640.00
Non Mem Attendee - Each Person (Early Bird) $3695.00
Non Mem Spouse Pkg2 +Tuesday Event $490.00
Non Mem Spouse Pkg3-Mon &Tues Spouse Activities $570.00
Non Member - Each person $3770.00
Non Member Additional Exhibitor $1640.00
NonMem Spouse Pkg3 Mon Only - Revolution Off Road $380.00
NonMem Spouse Pkg3 Tuesday - Wild Florida $190.00
Spouse Pkg 1 - All Activities $750.00
Spouse Pkg2 + Mon Event $680.00
Spouse Pkg2 - Evening Events Only $300.00

View cancellation and other policies

Available Functions

  Special Dietary Requests
Sunday - October 22
6:30 am - 8:00 am
  5k Fun Run
8:00 am - 1:00 pm
  Jim McGrane Charity Bike Ride -
Event is currently full. Please contact Alexa Carnibella at acarnibella@elfaonline.org for further assistance.
  Give The Kids The World
  Golf Tournament - Men and Women Sunday 10/22
$250.00
9:00 am - 1:00 pm
  Tennis Tournament - Men and Women Sunday 10/22
$100.00
2:00 pm - 4:00 pm
  Feeding Children Everywhere
5:00 pm - 6:00 pm
  New Member and Leadership Reception - Sunday 10/22
  Women In Leasing Reception Sunday 10/22
Monday - October 23
5:30 pm - 6:30 pm
  International and Former Director's Reception
Tuesday - October 24
12:45 pm - 2:30 pm
  Captive & Vendor Finance Business Council Luncheon
  Financial Institutions Business Council Steering Committee Luncheon
  Middle Market, Independent Business Council Steering Committee Luncheon
  Service Provider Business Council Luncheon
  Small Ticket Business Council Steering Committee Luncheon

Speakers

Randa Barsoum

Partner
PricewaterhouseCoopers LLP


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

Andrew Bender

President
GSG Financial


Andrew A. Bender has been the President of GSG Financial since co-founding the company in 2003. GSG is a captive equipment finance company based in New York City. GSG's primary industry sectors are Diversified Industrial, Converged Technologies, and Copy & Print.

Bender is a member of the Executive Committee of the Board of Directors of the Equipment Lease and Finance Association and the current Chairman of the Membership Committee. Prior to co-founding GSG, he was an attorney at Wilson Sonsini Goodrich & Rosati, a leading technology and life sciences law firm in Palo Alto, California. Bender received a BA from Brown University and an MBA and JD from Duke University.


Paul Bent

Senior Managing Director
The Alta Group LLC


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

Srinivasan Bharadwaj

Vice President
Genpact, LLC


Srini Bharadwaj is Vice President at Genpact, LLC.  

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.
 
          

Jeff Boots

Senior Product Specialist
CIT


Jeff Boots is a Director in Capgemini’s Financial Services Strategic Business Unit, and a subject matter specialist in US and International business processes and project delivery in the Banking and Diversified Financials practice. Jeff has worked with technology solution providers and industry clients for the past 19 years, working and living in the US and Europe. He received a BA in Business and Computer Science from Concordia College in Minnesota.

Rafael Castillo-Triana

CEO, Latin American Region
The Alta Group LLC


Rafael Castillo-Triana is an international attorney, Principal to the Alta Group and managing Principal of The Alta Group Latin American Region.  He has currently active involvement in the equipment leasing industry worldwide, with consulting engagements in Latin America, Eastern Europe, Africa, China and the Middle East.
 
With 29 years of experience in the equipment leasing and finance industry in emerging markets, and member of The Alta Group since 1997, Mr. Castillo-Triana has provided continuous consulting services to companies such as CIT Group Inc., Microsoft Financing, Sun Microsystems Financial Services, BMW Financial Services and other.
 
He holds a doctoral degree from Javeriana University and a master's degree in Economics from the same University, and is former University professor of Universities Los Andes, Javeriana, Sergio Arboleda, Externado de Colombia and Colegio Mayor El Rosario in Colombia. Author of the book Legal Aspects of Equipment Leasing in Latin America, published by Kluwer Law International in 2000.
 
Mr. Castillo-Triana has represented the government of Colombia in both the Diplomatic Conference that adopted the UNIDROIT Convention on International Financial Leasing, and in the Governmental Experts meetings of UNIDROIT as well as member of the Advisory Board for the Model Law on Leasing. He also provides continuous legal and consulting advise throughout emerging markets. Mr. Castillo-Triana has consulted many governments for the adoption and effective implementation of leasing laws in countries such as Tanzania, Kenya, Ghana, Jordan, and currently Lesotho and Georgia. For this session, Mr. Castillo-Triana acts also as an ad-hoc consultant for the United States Agency for International Development (USAID), by engagement with Deloitte Consulting and Flag International.
 
 

Quentin Cote, CLFP

President
Mintaka Financial, LLC



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.

Anthony Cracchiolo

President & CEO
U.S. Bank Equipment Finance


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

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

Diane Croessmann

Director
The Alta Group LLC


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

John Deane

CEO
The Alta Group LLC


John Deane thrives on the intellectual challenge of navigating the multi-dimensional complexities of the equipment leasing and finance industry. A founder of The Alta Group, John judges the value of Alta's work not just in the breadth and depth of the information it gathers for its clients but in helping them select and execute strategies that put that industry intelligence to work in an organization.
 
As chief executive officer of The Alta Group, John leads the global consultancy composed of eight major practice areas. He has worked on strategic projects in all of Alta's key practice areas: management consulting, merger & acquisitions, legal support services, professional development, vendor and captive development, alternative energy, government financing and health care. John values Alta's objectivity in advising clients and the depth of perspective its many years in the leasing industry has fostered.
 
"We take what we see going on in the industry, both the good and the bad, and help translate that into valuable information that helps clients."
 
Prior to co-founding The Alta Group, John served as a principal in the firm of Amembal, Deane & Associates, the world's leading provider of training, educational and consulting services for the equipment leasing industry. He has been CEO of both Great Western Leasing and BancOne Leasing and has served as the CFO and president of several major financial corporations.
 
John's broad expertise over more than 40 years was fortified by his work as chairman of the Equipment Leasing and Finance Association (ELFA) and a member of the World Leasing Council. The ability and opportunity to work with lessors and service providers from around the world has enhanced his ability to see the big picture and determine where and how Alta clients should focus their efforts, domestically.

Debra Devassy

Shareholder
Askounis & Darcy, PC


Debbie Devassy Babu is a Shareholder at Askounis & Darcy PC, a Chicago law firm.  She concentrates her practice in complex commercial litigation, bankruptcy litigation and appeals.  Debbie has handled a number of cases involving complex fraud schemes and appeals that have affected the equipment finance industry. 
 
Debbie has previously served on the ELFA's Legal Committee and is currently a member of the ELFA's Service Providers Business Council Steering Committee.  She obtained her undergraduate and law degrees from the University of Illinois in Urbana-Champaign.    Debbie resides in Chicago with her husband and two children.

Kristian Dolan

Solution Architect
Tamarack


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.

Richard Donaldson

Head of Product Management
6fusion


An amalgam of business, technology, innovation and leadership. Constantly seeking innovative ways to advance technology in our lives with the guiding principle laid down by Arthur C Clarke's quote "Any technology that does not appear magical is insufficiently advanced."

Spent better part of Silicon Valley career working on finding ways to make "internet plumbing" more efficient thru engineering and/or operations innovations. Have managed web scale through micro investments, demonstrated high ROI, innovated processes & operations to drive bottom line gains, and have had pleasure of working with some really fantastic people along the way.

Started my 20+ year Silicon Valley career with Montgomery Securities as an analyst in the private equity group and then wound my way through multiple iterations of leading innovation & teams to new thinking and disruptive business practices & operations.

Frequent speaker on business operations, innovation, technology, and strategy.

Grew up in Minnesota, lived and worked in Europe and upon receiving his B.A., packed a backpack and traveled for a few years primarily as a chef and SCUBA/Ski instructor before landing in the Bay Area.

Specialties: Strategy/Mktg - idea creation to execution, change management and "fresh-eye" perspectives, brand building, messaging, campaign design & execution, collateral development.

Business Development - lead generation, contract negotiation, alliance building, cross-team communications, large rolodex, economic modeling, pitched many VC & PE firms.

Ops - systematization and integration for replication, scaling up a business, hands-on experience in wired, wireless, internet and HW development.

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.

Henry Duncan

Chief Risk Officer, Societe Generale Equipment Finance USA
Societe Generale Equipment Finance


Henry Duncan joined Societe Generale Equipment Finance from the credit organization of CIT. For the last ten years his role focused on supporting CIT's Global Major Relationships, which included premier vendor relationships in the IT, software, storage, printing, and telecommunications areas. In addition, he oversaw the development of new vendor programs and relationships from a credit perspective. Prior to his most recent role, Henry led a Credit and Operations group for the Avaya business at Newcourt and AT&T Capital.

Conrad Eimers

President
Vision Financial Group, Inc.


Connie Eimers is the President of Vision Financial Group. He manages the day-to-day operations of the company, which is based in Pittsburgh. He is also the Chair of the Independent Middle Market Business Council Steering Committee, which represents the interests of other independent equipment leasing and finance companies.

John Ellis

Founder & Managing Director
Ellis & Associations


John Ellis is the managing director of Ellis & Associates, the global management consulting firm that serves clients in the world where transportation, consumer, connectivity, and software intersect.
 
Formerly the Global Technologist of Ford Motor Company's connected car business unit, John was involved in developing and delivering Sync Gen 3, Ford’s latest generation connected car solution, the next generation Sync services (Ford’s connected car+cloud service) as well as SmartDeviceLink, an API system for integrating mobile devices into the car and the genesis for Apple's Carplay and Google's Android Auto. Previous to that, John was an executive with Motorola delivering wireless software products and services to the mobile industry.
 
Recent industry accomplishments include: Co-designed and current lead instructor of the Connected Vehicle Professional certificate course for the Society of Automotive Engineers as well as co-developed and co-teaching a "Securing the vehicle network" course for US military commands. In addition, John co-founded and co-leads the Vehicle Electronics Task Force housed within SEMA (Society of Equipment Market Association - "the aftermarket") and SCRS (Society of Collision Repair Specialists) along with designed and delivered a new and award-winning transportation show under the auspices of the Intelligent Transportation Society of America.  

Jacob Fahl

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


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

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


Jonathan Fales

Director
The Alta Group LLC


For more than 34 years, Jon Fales, a senior managing director in The Alta Group, has worked in the information technology and equipment leasing fields. Prior to joining Alta, Jon held numerous positions around the world with IBM Global Financing, including general manager of Asia Pacific South Global Financing and a member of IBM Credit General Business Customer Financing Group, which focused on marketing leases through indirect dealer channels.
 
Today he leads Alta's consulting practice in information technology markets worldwide. His years of experience in international business development have helped Alta clients launch and manage vendor finance programs in Latin America, Europe, the US and Asia, with a special emphasis on China. Jon also works in benchmarking operations, litigation support and strategic consulting, including market-entry analysis and business case development. His focus in all of his projects is on getting problems solved or opportunities quantified in a way that affects a client's profitability.
 
A former member of the Equipment Leasing and Finance Association (ELFA) board of directors and executive committee, Jon meets regularly with leasing industry and association leaders to provide direction to the ELFA, define the issues affecting lessors and service providers and determine how to best serve ELFA members. Jon frequently presents at global leasing conferences, writes articles for leading industry magazines and is considered an expert in vendor finance.
 
 

Andy Fishburn

VP, Federal Government Relations
Equipment Leasing and Finance Association


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

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

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

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

Lori Frasier

SVP, Strategy and Performance Management
Key Equipment Finance


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

Jon Gerson

President
Executive Solutions for Leasing and Finance, Inc.


Jon Gerson is President of Executive Solutions, a second generation Executive Search firm that has focused exclusively on the commercial equipment leasing & finance industry since 1990. He first joined Executive Solutions in 2004 while on sabbatical from Rutgers University. He finished his degree and graduated Magna Cum Laude from Rutgers while working full time as an executive recruiter.

Executive Solutions provides Talent Solutions for all functional roles and levels of seniority in equipment leasing for bank owned equipment finance firms, captives, independents, brokers, and everything in between. In addition, ESLF provides consulting services including on compensation plans, interview structures, and general business strategy.

Jon is an active member of the Equipment Leasing and Finance Association, serving on the Emerging Talent Advisory Council since 2017, the membership committee starting in 2013 and the Service Provider Business Council Steering committee off and on since 2012. He has also presented several times at the ELFA annual conference.

Jon lives in Atlanta with his wife Jessica, their daughter, and too many pets.

Nathan Gibbons, CLFP

Chief Operating Officer
Innovation Finance USA LLC


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

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

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

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


Christopher Gigliotti

Managing Director
PricewaterhouseCoopers LLP


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

RJ Grimshaw

President, CEO
UniFi Equipment Finance


RJ Grimshaw has over 25 years of experience successfully providing strategy to grow revenues. As CEO, President of UniFi Equipment Finance, he is responsible for the strategic planning, execution & financial performance. The December 31, 2016 fiscal year end represented the fourth consecutive year of record-level earnings, increasing at an average annual growth rate of 35.7% since 2013. RJ serves as member of the ELFA's  Vendor & Captive committee. Prior to joining UniFi, RJ spent five years with Everbank Commercial Finance, as well eight years with Key Equipment Finance. RJ is also a third generation entrepreneur and is passionate about the future of intrapreneurs in the workplace. 

Jeff Jensen

Senior Director
Keybridge Research, LLC


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

Brian Kelly

VP of Business Development


Brian Kelly is VP of Business Development at eOriginal. Over his career, Kelly has held the role of Vice President of Sales and Marketing at both Mobile System 7, an enterprise security company, and KZO Innovations, an enterprise video application provider. He has also held senior leadership positions in business development and sales at VeriSign and J.P. Morgan Chase. Kelly holds a MBA in Finance from New York University’s Stern School of Business and a Bachelor’s of Science in Finance from Pennsylvania State University.

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.
 

Kevin Kroen



Kevin is a partner in PwC’s Advisory practice, specializing in middle and back office transformation across the Financial Services sector. Kevin leads PwC’s Financial Services Digital Labor practice in the US and plays a key role incorporating our RPA/IPA capabilities across all of PWC’s financial services sectors (Banking and Capital Markets, Asset Management, and Insurance) and competencies (Finance, Operations, Risk, Compliance, HR, etc.). Kevin has over 17 years of management and technology consulting experience, focused in the operations, finance, and technology competencies of Financial Services.  
 
Kevin has a BS degree from Carnegie Mellon University in Information and Decision Systems.  Prior to joining Diamond (acquired by PwC in 2010), Kevin worked as a consultant with Accenture in their financial services practice, serving both capital markets and banking clients.

Steven Lankler

Director of Business Development
CIT



Matthew LeSage

Chief Commercial Officer
Wells Fargo Equipment Finance


Matthew LeSage is Chief Commercial Officer for Wells Fargo Equipment Finance.  Prior to joining Wells Fargo, Matt was Chief Commercial Officer of Equipment Finance at GE Capital.  He is also a member of the ELFA Board of Directors.  
 
Matt received a BBA from University of Michigan - Ann Arbor and an MBA from University of California - Berkeley.  

Dominic Liberatore

Deputy General Counsel
DLL


Dominic A. Liberatore is the Deputy General Counsel for DLL, a global provider of leasing and business finance solutions, including vendor finance.

Mr. Liberatore has been practicing law for 30 years focusing in the areas of leasing and asset based lending, and has served in a variety of senior in-house legal positions with DLL, IOS Capital, Inc. (the captive finance subsidiary of IKON Office Solutions, Inc.), Copelco Financial Services Group, Inc. and the FDIC. Prior to going in-house, Mr. Liberatore was an associate at Cravath, Swaine & Moore in New York City and Wolf Block in Philadelphia. Mr. Liberatore is a past chairman of the ELFA Legal Committee and is a frequent speaker at industry events.

Mr. Liberatore holds a J.D. from Vanderbilt University and a B.A. from the University of Buffalo.


Paul Marcoe

Chief Technology Officer
Mintaka Financial, LLC


Mr. Marcoe is the Chief Technology Officer with Orion First. Mr. Marcoe is tasked with providing the overall technology vision at Orion and delivering business-aligned IT strategies. Additionally, Mr. Marcoe oversees all aspects of the IT Security program at Orion First. Mr. Marcoe is also CTO of Orion's subsidiary, Mintaka Financial, LLC.

Mr. Marcoe is an accomplished, results-driven Information Technology Executive with over 20 years of progressive experience within a demanding, fast-paced financial services industry. His specialization includes IT management, developing business-aligned IT strategies, directing application development, network administration, information security, telecommunications, help desk operations and IT project management.

Paul is a graduate of Western Washington University with a degree in Business Management and Information Systems. He also earned the distinction of Certified Information Security Manager (CISM) in 2013.

Mr. Marcoe loves spending time with his wife and daughter and enjoys rooting for the Seahawks and Mariners.

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.

Mukul Mittal

EVP, Product Development
Cloud Lending Solutions


Mukul Mittal is EVP of Lease Management at Cloud Lending Inc.

Kara Miyasato

Sr. Manager, Marketing
Stryker Flex Financial


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

Patrick Moore

Manager, Credit Strategy Consulting
PayNet, Inc.


Patrick Moore has been at PayNet as Manager: Credit Strategy Consulting since 2012, responsible for credit/risk strategy consulting to lenders based on peer benchmarking, credit score analyses, and Strategic Business Reviews.  He is also very involved in PayNet’s industry-wide analysis and the creation and publishing of PayNet’s statistical indices.  Prior to PayNet he had almost ten years’ experience in small business lending with GE Capital, as a Credit Manager of a team at GE Commercial Distribution Finance, and as a Risk Analyst at GE Transportation Finance.  He has a B.S. in Finance from the University of Illinois at Urbana-Champaign, and an M.B.A. from the University of Chicago Booth School of Business.

Daniel Nelson, CLFP

President
Tamarack


Nelson is founder and President of Tamarack Consulting, a leading technology solution provider to the equipment finance and commercial lending industry. With over 28 years of industry experience, Nelson leads Tamarack's professional services and product offerings for back office solutions. An active member of both ELFA and NEFA, Nelson currently serves on the ELFA Operations & Technology committee and elected to the 2018 Board of Directors. Prior to starting Tamarack in 2001, Nelson held IT management, conversion and consulting positions at International Decision Systems. He holds a Certified Lease & Finance Professional (CLFP) designation and a B.A. in Mathematics.

Melissa Orsburne, CLFP

Product Manager
TCF Equipment Finance, a division of TCF National Bank


Melissa Orsburne, CLFP is Senior Product Manager at International Decisions Systems.  

Dustin Osgood

Partner, Assurance
PricewaterhouseCoopers LLP


Dustin is a Partner based in Dallas, TX and leads PwC's Advanced Risk & Compliance Analytics practice for the Greater Texas Market. He is also leads his practice's leasing accounting GAAP change campaign, and is assisting clients with the transition by assessing their population of leases, understanding the quality of the data they currently have captured, and extracting data from lease agreements leveraging proprietary data capture tools.

Andrea Petro

Executive Vice President- Division Manager
Wells Fargo Capital Finance - Lender Finance


Andrea Petro is an Executive Vice President and Division Manager of the Lender Finance division, based in Dallas, Texas.  The Lender Finance division is a leading provider of credit facilities starting at $15 million to middle-market, specialty finance companies throughout North America such as factors and asset-based lenders, equipment leasing and finance companies, and other specialty finance companies.

With over 30 years of experience in the asset-based lending industry, Andrea established the Lender Finance division of Wells Fargo Capital Finance in 2000, which was known as Wells Fargo Foothill at the time, with the exclusive mission of providing financing for specialty finance companies.  Her success with the Lender Finance division led to the expansion of her role and the formation of the Resort Finance and Supply Chain Finance units. Prior to joining Foothill, Andrea was Senior Vice President, National Marketing Manager of the Financial Services Funding Division of Transamerica Business Credit.

 

Andrea earned her bachelor of arts degree from Kent State University and her masters of business administration degree from the University of Texas at Austin. She serves as the president of the Commercial Finance Association.  Additionally, she serves as a member of the board of directors of the Commercial Finance Association Education Foundation and a member of the Philanthropy Council of the North Texas Food Bank.  Andrea is also a member of  the Advisory Council of the Texas Master of Science Finance Program at the University of Texas at Austin. Andrea and her team are also members of the International Factoring Association and the Equipment Leasing and Finance Association.


Ralph Petta

President and CEO
Equipment Leasing and Finance Association


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

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

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

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

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

William Phelan

President
PayNet, Inc.


As President, Mr. Phelan has grown PayNet into a firm with the largest collection of payment histories for commercial loans and leases. Under his strategic direction, Mr. Phelan oversees the sales, marketing, analytics and information technology functions of the business. Prior to co-founding PayNet, Mr. Phelan managed an investment portfolio of fixed income securities for Trustmark Insurance Company in Lake Forest, IL. In this fiduciary role at Trustmark, Mr. Phelan managed asset and mortgage backed securities and corporate bonds to achieve policy holder goals of total return and safety of principal. From 1993 to 1995 Mr. Phelan worked at Dain Rauscher Securities helping pension funds, banks and asset managers meet their clients’ investment needs.
 
As a consultant at Ernst & Young from 1988 to 1993, Mr. Phelan advised privately-held companies on acquisitions and valuations to help them expand their business and conduct estate planning. Prior to that time, Mr. Phelan worked for International Business Machines Corp. and started his career in 1982 as an operations director in the retail industry. In 1992, Mr. Phelan became a Chartered Financial Analyst from the CFA Institute. He completed a Masters in Business Administration in 1987 from Loyola University Graduate School of Business.

Shelley Pittman

Partner
KPMG LLP


Shelley is a Principal in KPMG’s Financial Services management consulting practice with over 25 years of industry & consulting experience in delivery of world-class technology platforms and operational capabilities for Financial Services. Shelley leads our leasing and asset financing practice and specializes in program leadership from strategy, planning, design, build, test and post go live support. Shelley has a long track record of developing new product capabilities in software and leading innovation efforts throughout the entire SDLC. She frequently supports clients by providing leadership in platform planning, roadmaps, application vendor selections, operations optimization, platform consolidations, package implementation and custom development in the leasing and equipment financing leasing industry.

Scott Preiser

General Manager, Equipment Finance
Live Oak Bank


Scott Preiser is General Manager of Equipment Finance at Live Oak Bank, located in Wilmington, NC. Scott is responsible for jointly developing and executing a solar equipment leasing program to current and future commercial prospects, primarily in the agriculture market.
 
Scott holds a BS in Finance and Marketing from Syracuse University's Martin J. Whitman School of Management.  
 

Andrew Prior

Managing Director
PricewaterhouseCoopers LLP


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

Brian Ranson

Principal
Credit Thoughts LLC


Mr. Brian Ranson is Principal at Credit Thoughts LLC, located in Toronto, Canada.  Mr. Ranson served as President of CRC Whitburn Ltd, an independent consulting company specializing in providing advice and reports on the management of credit risk. Prior to that, Mr. Ranson was Executive Managing Director at Moody's KMV as the head of MKMV Credit Strategies Group.  He was also Senior Vice President of Bank of Montreal for 21 years.  

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.

Keller Rinaudo


Zipline International


Keller Rinaudo is CEO and co-founder of Zipline, building drone delivery for global public health customers. (He's also co-founder of Romotive, makers of the tiny robot, Romo.)
 

As CEO and co-founder of Zipline, a drone delivery company focused on health care, Keller Rinaudo works with the country of Rwanda to make last-mile deliveries of blood to half of the transfusing facilities in the country. The ultimate goal is to put each of the 12 million citizens of Rwanda within a 15–30 minute delivery of any essential medical product they need, no matter where they live.

Zipline is also working with GAVI, UPS, USAID and several other countries in East Africa. The company is a team of 60 aerospace and software engineers headquartered in San Francisco, CA. It's funded by Sequoia Capital, Google Ventures, Paul Allen, Jerry Yang and Stanford University. Rinaudo is also a professional rock climber ranked top 10 in sport climbing. He has scaled alpine cliffs in France, underwater caves in Kentucky and the limestone towers of Yangshuo, China.


Anu Sachdeva

Senior Vice President
Genpact, LLC


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

Shailen Salvi

Partner
KPMG LLP


Shai is a Principal in KPMG’s Financial Services management consulting practice with over 25 years of industry & consulting experience.  Shai specializes in advising C-level executives on best-in-class digital transformation strategies for financial services firms enabled through digital marketing, content management, user experience design, marketing analytics, media management, digital production services, personalization, mobile (IoT) & social media.  As a trusted advisor to leading banking, insurance and asset management firms, he has extensive experience and a proven track record of guiding clients through complex business transformation initiatives, structuring creative solutions and delivering unique value by emphasizing applied strategy, innovative industry perspective, leading edge technology and customer centric experience design.

David Schaefer, CLFP

CEO
Mintaka Financial, LLC


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

Craig Schultz

Manager, LKE Services
PricewaterhouseCoopers LLP



Joseph Sebik

Director of Tax
Siemens Financial Services, Inc.


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

Moorari Shah

Counsel
BuckleySandler LLP


Moorari K. Shah is Counsel in the Los Angeles office of Buckley Sandler LLP, where he represents bank and nonbank financial institutions in corporate, finance, and transactional matters covering mergers and acquisitions, commercial and consumer lending and leasing, and transaction-related regulatory compliance issues.  Prior to joining Buckley Sandler he was in-house counsel for Toyota Financial Services.

David Shebay

Partner
PricewaterhouseCoopers LLP


David Shebay is Advisory Principal at PwC. Mr. Shebay holds an MS/BA in Finance/Management from Georgetown University and an MBA from the University of Texas at Austin - The Red McCombs School of Business.  

Subhankar Sinha

Director



Nicholas Small

VP, Global Operations
Cisco Systems Capital Corporation


Nick Small is Managing Director of CIT Equipment Finance, US. In this role, he brings global best practices to bear on oversight of the U.S. Equipment Finance business.
 
Areas of expertise:
• Equipment leasing
• Equipment finance programs
• Operations/Call center management
• Technology management and implementation
• Financial Accounting
 
Prior to this role, Small served as interim Managing Director for Vendor Finance Europe and Chief Operations Officer for Global Vendor Finance. Previously at CIT, he was Director of Shared Services, overseeing the consolidation of the technology and service platforms of various CIT entities into one operation. Prior to this role, Small resided in Ireland and was the Controller for the European financial accounting functions, including the centralization of the Finance platform to Dublin, Ireland. His initial years with CIT were spent as the CFO of U.S. Vendor.
 
Prior to joining CIT, he held positions with Ernst & Young as a Certified Public Accountant in the Audit Group, Becton Dickinson as a Manager in Treasury Operations, and Bristol Myers Squibb as Manager of External Reporting.
 
Small received his bachelor’s degree in Economics and Accounting from Muhlenberg College.

Spencer Smith


SpencerXSmith



Shannon Stangl

Country Sales Manager
DLL



Tawnya Stone, CLFP

Vice President, Strategic Technology
GreatAmerica Financial Services


Tawnya Stone is Vice President, Enterprise Strategic Technology, at GreatAmerica Financial Services Corp. She is responsible for the overall strategic direction, oversight and implementation of customer-facing tools and products across various GreatAmerica business units, working in close collaboration with business unit and functional leadership and external technology.

Wayne Super

Managing Director, Capital Markets
Cisco Systems Capital Corporation


Wayne is currently a member of Cisco Capital’s senior executive team serving as Managing Director of Global Capital Markets.  He oversees a department responsible for $30Bn of indirect annual originations through Cisco Capital’s financial services ecosystem, as well as, developing and innovating financial-Technology(Fintech) business models utilizing distributed ledger technologies such as Blockchain.  Wayne’s previous roles at Cisco Capital were Chief Financial Officer, Chief Risk Officer, and Director of Venture Financing.
 
Prior to joining Cisco, Wayne held roles as staff consultant at Akzo Noble, Vice President Sales Development at Pitney Bowes; and a brief career with United States Navy.   Outside of work, Wayne serves on the advisory board of Ozone International, LLC, Deutsche Bank Client Advisory Board, and CEMC steering committee.  
 
He also maintains involvement in organizations such as Atlanta Community Food Bank, Habitat for Humanity, and Autism Speaks.  Wayne holds a bachelor's degree from University of Missouri, and a master's degree in Business Administration from Keller Graduate School of Management.

Edward Tarka

Partner
PricewaterhouseCoopers LLP


Ed is a Tax Partner with a primary focus on fixed asset and leasing portfolios. Ed assists companies with large scale projects in these areas including fixed asset and lease portfolio tax income and reporting process and remediation, book and tax basis reconciliation, cost segregation, repairs and maintenance analysis, leasing and depreciation software implementation assistance and the development of related internal controls and procedures. In connection with these projects, Ed assists his clients with ASC 740 implications and IRS exam strategy and support.  Ed works primarily with companies in the financial services, utility, energy, manufacturing and retail industries.
Ed serves as PwC's national ASC 842 tax leasing champion.
Ed received his Bachelors in Accounting from Temple University and is licensed as a CPA in the Commonwealth of Pennsylvania.

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.  

Caroline Turner

Principal
DifferenceWORKS


Caroline Turner, as principal of DifferenceWORKS, provides consulting and training to help leaders achieve better business results by being inclusive. She is an expert on gender differences in the workplace and author of Difference Works: Improving Retention, Productivity and Profitability through Inclusion. She delivers speeches and facilitates effective workshops on leveraging differences throughout the country. See www.difference.works   
 
Caroline is the former senior vice president, general counsel of Coors Brewing Company and its parent (now MillerCoors and MolsonCoors) and was a partner in the law firm Holme Roberts & Owen, Denver, CO. She holds a B.A. from Agnes Scott College, a M.A. from Indiana University and a J.D. from the University of Denver College of Law.

Allan Umans

VP & General Counsel
Pacific Rim Capital, Inc.


Mr. Umans is Vice President and general Counsel of Pacific Rim Capital, Inc. (“PRC”). In addition to overseeing all the legal affairs of the company, Mr. Umans manages the credit, syndications and Human Resource functions for PRC.  His primary responsibility is to execute the company’s direct platform and facilitate the negotiation, structuring and funding of PRC’s lease portfolio.  He is a longstanding active member of the ELFA, having most recently chaired the Legal Committee for 2016-17.  
 
Mr. Umans has a JD degree from Southwestern University Law School and a BA degree in Economics, with honors, from the University of Manitoba.

John Vande Moore

Chief Financial Officer
ENGS Commercial Finance Co.



William Verhelle

CEO
Innovation Finance USA LLC


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

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

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

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

Patricia Voorhees

Director
The Alta Group LLC


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

William Wagner

Vice President of Marketing & Inside Sales
Cloud Lending Solutions


William Wagner is the Vice President of Marketing and Inside Sales at Cloud Lending Solutions and has been involved in SaaS technology for over 20 years. In his management positions, he has helped define product and marketing strategies across different verticals including financial services, commercial banking, eDiscovery, and knowledge management/predictive collaboration. He also served in other marketing and product leadership positions at Kaybus OpenText, Guidance Software, Wells Fargo Bank, and Financial Engines.


Thomas Ware

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


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

Robert Wescott

President
Keybridge Research, LLC


Robert F. Wescott is Founder and President of Keybridge Research LLC, an economic consulting firm in Washington, DC, that has served major financial institutions, Fortune 500 companies, and leading business associations since 2001. Dr. Wescott concentrates on global macroeconomics, financial risks, and public policy research. He provides global asset allocation advice to high-profile international financial firms and is a frequent speaker to business and financial audiences around the world. Dr. Wescott also testifies as an expert before U.S. Congressional committees on economic, financial, and energy policy matters.

From 1999 until 2001, Wescott served as Special Assistant to the U.S. President for Economic Policy at the White House. As senior economic adviser to President Clinton, he helped to develop Administration policies toward G-7 countries, Russia, China, India, other key emerging-market economies, and the international financial system. During 1993-94, Wescott was Chief Economist at the President’s Council of Economic Advisers, where he developed the Administration’s U.S. macroeconomic forecasts and performed policy analysis. He helped write and edit the Economic Report of the President. From 1994 to 1999, Wescott was Deputy Division Chief at the International Monetary Fund. In the IMF’s Research Department he helped produce the World Economic Outlook, the Fund’s semi-annual review of world economic prospects, key risks, and policy challenges. In the European Department he was responsible for Eastern European countries in transition. He participated in IMF missions to Japan, China, Poland, and a number of countries in Western Europe.

Between 1982 and 1993 Wescott was Senior Vice President and Chief Economist at WEFA Group (now IHS Global Insight), the economic forecasting and consulting firm, where he oversaw all forecasting, economic modeling, consulting, and research activities for the U.S. Group. Before that he managed the firm’s Global Economic Outlook Committee and coordinated the firm’s international forecasting from centers in North America, Europe, and Asia. For nearly 10 years he wrote WEFA’s flagship monthly U.S. economic newsletter and he also co-authored its quarterly international economic newsletter. During these years he served as the firm’s primary public spokesman with clients and the media. In 1989-90, Wescott lived in Japan, where he helped the University of Pennsylvania establish the International Center for the Study of East Asia Development (ICSEAD) in Kitakyushu. ICSEAD does quantitative economic modeling and research on East Asian economies.

Dr. Wescott has published research papers in the areas of macroeconomics, fiscal policy, global saving patterns and interest rates, inflation targeting, the credit crunch in Japan, energy policy, and economic development, especially issues related to globalization. Wescott holds a Ph.D. in economics from the University of Pennsylvania, 1983.


Mike Wiedemer, CLFP

National Sales Director
First American Equipment Finance, an RBC / City National Company


Mike Wiedemer, a Certified Lease and Finance Professional (CLFP), is responsible for all aspects of the sales and service process at First American Equipment Finance.    Mike joined First American in 2000 as a member of the company’s credit and operations department, and later went on to become the sales manager for its Professional Services Division.  In his current role, Mike has helped First American triple its new originations since 2014 while at the same time achieving the top spot on Best Companies to Work for in New York State, and earning recognition from Fortune Magazine as one of the 20 Best Financial Services Companies to Work for in America.   
 
Mike was the recipient of First American’s Chairman’s Award for excellence in character and leadership in 2002, and in 2008 he was honored as one of Rochester Business Journal's "Forty Under 40."  Mike holds a bachelor's degree in business administration from St. John Fisher College.  He resides in Rochester NY with his wife Megan and daughters Sophia and Rosie.

Andrea Zana

Co-President, CRO
Amur Equipment Finance


Andrea is Amur Equipment Finance's Co-president and Chief Risk Officer and is also directly responsible for overseeing all financing in the transportation, logistics, energy and industrial verticals, as well as in the mid-ticket space. He was most recently a Director at CIT Maritime Finance, a group he helped develop within CIT Group dedicated to lending and leasing in the maritime sector.
 
Previously he was a Vice President of CIT Transportation Lending with coverage responsibilities in the aerospace, defense, rail and domestic shipping sectors. He was formerly a Research Associate at UBS covering U.S. domestic airlines and held numerous roles in transportation investment banking and structured finance at Lehman Brothers and Morgan Stanley.

Sponsors

JW Marriott Orlando Grande Lakes
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Orlando, FL

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



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



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



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



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



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



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



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



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



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



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



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



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



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

Alfa Financial Software Inc - #35


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

 

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

    

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

 

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

 

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

 

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


Alfa Financial Software Inc - #36


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

 

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

    

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

 

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

 

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

 

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


American Lease Insurance - Booth #25


 
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.
 
 

AmTrust Specialty Equipment aka Maven Management - Booth #11


Exhibitor profile is not available at this time.

Cassiopae Inc. - Booth #16


 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.
         

Certified Lease & Finance Professional Foundation (CLFP) - Booth #17


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

Cloud Lending Solutions - Booth #5


 

Constellation Financing Systems Corp. - Booth #4


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

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

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

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

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

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


Copernicus-USA, LLC - Booth #28


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

CSC - Booth #3


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

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

Companies trust CSC for UCC services that help:

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

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

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


ECS Financial Services, Inc. - Booth #7


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

EDA by Randall-Reilly - Booth #23


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

eOriginal Inc. - Booth #12


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.  

FinanceExchange - Booth #6


Exhibitor profile is not available at this time.

FIS - Booth #26


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


FIS - Booth #27


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


Fleet Evaluator - Booth #18


 

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


Genpact, LLC - Booth #31


 
 
Genpact (NYSE: G) is a global professional services firm that makes business transformation real. We drive digital-led innovation and digitally-enabled intelligent operations for our clients, guided by our experience running thousands of processes for hundreds of Global Fortune 500 companies. From New York to New Delhi and more than 20 countries in between, Genpact has the end-to-end expertise to connect every dot, reimagine every process, and reinvent companies' ways of working. Transformation happens here.
   

Genpact, LLC - Booth #32


 
 
Genpact (NYSE: G) is a global professional services firm that makes business transformation real. We drive digital-led innovation and digitally-enabled intelligent operations for our clients, guided by our experience running thousands of processes for hundreds of Global Fortune 500 companies. From New York to New Delhi and more than 20 countries in between, Genpact has the end-to-end expertise to connect every dot, reimagine every process, and reinvent companies' ways of working. Transformation happens here.
   

Great American Insurance Group - Booth #2


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

International Decision Systems - Booth #39


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

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


International Decision Systems - Booth #40


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

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


Ivory Consulting Corporation - Booth #30


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.


JDR Solutions, Inc. - Booth #20


JDR Solutions, Inc. is a provider of front end and back office lease portfolio administration services, custom web portals, software as a service, database support and technical consulting for the equipment leasing industry.
We tailor our services to meet the specific needs of banks, manufacturer captives, independent lessors and other financial institutions in the United States and abroad, in such areas as:
  • Private label invoicing
  • Cash applications
  • Tax administration
  • Lease accounting
  • Collections
  • Contract booking
  • Midterm contract modifications
  • Customer service
Client data is protected through a "6+2" redundancy, maximum firewall settings and multi-location data storage. Our security, financial and operational practices and processes comply with the American Institute of Certified Public Accountants' Service Organization Control (SOC) 1 and 2 requirements.
At booth No. 20 meet Richard Lewis, vice president of business integration; Doug Williams, vice president and chief information officer; and Steve Leer, director of marketing and business development.
JDR Solutions, Inc.
8606 Allisonville Road, Suite 245
Indianapolis, IN 46250
 
Phone: 855-863-7676
Web: www.jdrsolutions.com

LeaseTeam, Inc. - Booth #41


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.
   

LeaseTeam, Inc. - Booth #42


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.
   

Linedata Lending and Leasing - Booth #29


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

MB Financial Bank - Booth #8


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

Monitor / monitordaily.com - Booth #24


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

NetSol Technologies - Booth #37


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

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

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

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


NetSol Technologies - Booth #38


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

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

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

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


Odessa - Booth #33


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

Odessa - Booth #34


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

PayNet, Inc. - Booth #1



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

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

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

TAKING THE RISK OUT OF SMALL BUSINESS LENDING

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

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

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

PricewaterhouseCoopers LLP - Booth #15


 
   
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.  
 
   

Soft4Leasing - Booth #14


 
 
Visit us at booth #14

http://soft4leasing.com

Soft4Leasing - the all-in-one leasing software that includes lease accounting, lease management, financial accounting, CRM and document management. With Soft4Leasing lease management software, you can easily manage the entire leasing process - from the lease quote through the entire contract to reporting.
Soft4Leasing supports all main asset financing concepts - hire purchase, finance (financial, capital) leases, operating (operational) leases, chattel mortgages, novated leases and consumer loans, bringing benefits to your company whatever finance option you choose.



How the Golf Pairings Work

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

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