Equipment Leasing and Finance Association - Equiping Business for Success

Lease and Finance Accountants Conference

September 17, 2018 - September 19, 2018

Loews Philadelphia Hotel
Philadelphia, PA


The Premier Event for Leasing and Finance Accounting Professionals  
Program Qualifies for NASBA CPE Credits       

                   
*  Introduction to ASC 842
*  Tax Reform
*  Lease and Loan Sales
*  Lease or Not a Lease
*  Big Firm Panel
*  What’s New in 842?
*  FASB and IASB Update
*  Lease or Non-Lease Components: Part 1
*  Lease or Non-Lease Components: Part 2
*  Hot Topics Roundtable
*  How Lease Accounting Changes (Topic 842) Will Impact Lessor Systems and Lessee
*  Data Requirements (Joint Session)
*  Transition Considerations
*  Embedded Leases
*  IFRS 16 Comparison
*  CECL
*  Preparing for 842 Audit
*  Disclosure Requirements Under ASC 842
*  Unmatched networking activities!                
 
 
Please Note!  The ELFA Lease and Finance Accountants Conference will again be held concurrently with the ELFA Operations and Technology Conference.  Both conferences will share a table top exhibit targeting companies that provide lease and finance accounting software, and other technology-related processes and systems.  To participate in the exhibition or to become a sponsor of this event, please contact Steve Wafalosky at stevew@larichadv.com or (440) 247-1060

Registration Fees

Price Description Amount
1st Attendee from Member Company $1225.00
Additional Attendee - Member $1180.00
Additional Exhibitor - Member $1180.00
Additional Exhibitor - Nonmember $1180.00
Attendee - Non Member (All) $2450.00
Committee - Member $610.00
First Time Attending This Conference(Members Only) $1050.00
Speaker - Member (Attending Entire Conference) $610.00
Speaker - Non Member (Attending Entire Conference) $610.00
Spouse/Companion of Member $250.00
Spouse/Companion of Non Member $250.00

View cancellation and other policies

Available Functions

Monday - September 17
10:00 am - 12:00 pm
  CFO Roundtable
10:00 am - 12:00 pm
  Introduction to Leasing and Finance Industry Workshop
  Taxation of Leases and Service Contracts Workshop
Tuesday - September 18
6:30 am - 8:00 am
  5K Fun Run
5:00 pm - 5:45 pm
  New AttendeesReception
Wednesday - September 19
7:00 am - 8:00 am
  Women’s Council Breakfast

Speakers

Mindy Berman

Managing Director, Capital Markets
JLL



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.
 
          

Daryl Buck

Partner
Grant Thornton LLP


Daryl Buck is the National Managing Partner of Accounting Advisory Services for Grant Thornton LLP. In this role, Daryl oversees service offerings that seek to help clients optimize their financial reporting processes and ensure their accounting practices align with business goals and evolving standards. Daryl has more than 30 years of experience in diverse financial and accounting leadership roles. Prior to joining Grant Thornton, Daryl was a member of the Financial Accounting Standards Board (FASB). Daryl has also served as the chief financial officer of a privately owned retail grocery company and as an audit manager for a large public accounting firm. Daryl’s industry experience includes retail, energy, financial services, marine transportation, and wholesale distribution. At the FASB, Daryl worked to establish and improve generally accepted accounting principles (GAAP) for all sectors, and to coordinate them with international financial reporting standards (IFRS). Daryl has spoken at numerous accounting and financial reporting conferences, seminars, and other gatherings, both domestically and internationally. Daryl earned a Bachelor of Science in Accounting from Southeastern Oklahoma State University.

David Burton

Partner
Mayer Brown LLP


David K. Burton is a partner in Mayer Brown's New York office and a member of the Tax Transactions & Consulting practice. He advises clients on a wide range of US tax matters, with a particular emphasis on project finance and energy transactions. In addition, he also advises clients on tax matters regarding the formation and structuring of domestic and offshore investment funds. David has extensive experience structuring tax-efficient transactions, such as sale-leasebacks, flip partnerships, pass-through leases and other structures, for the acquisition and financing of renewable energy assets.
Earlier in his career, David was the managing director and senior tax counsel at GE Energy Financial Services (GE EFS), one of the world's leading investors in energy projects. Before joining GE EFS, David was a tax lawyer at GE Capital and primarily focused on aircraft and equipment leasing and financing and asset acquisitions.
 
David received the "Distinguished Legal Writing Award (Law Firm)" as part of the 2016 Burton Awards. He also is a co-editor of Tax Equity Times, which addresses issues at the intersection of renewable energy and tax policy in the United States. In addition, he co-authored Chapter 16 in PLI’s Equipment Leasing-Leveraged Leasing.  David is also ranked in Band 3 by Chambers USA 2017 in the area of Projects: Renewables & Alternative Energy.
 
David has been a member of the tax committee of the Equipment Leasing and Financing Association for over 15 years as well as spoken on tax reform for ELFA in a January 2018 webinar- "Expensing Provisions," ELFA Tax Bill Webinar. He recently co-authored an article on tax reform that was published in ELFA’s QuickBrief, - "The Impact of Tax Reform: What Equipment Leasing Companies Need to Know“.
 
David received his BA magna cum laude from Ithaca College in 1993 and his JD cum laude from the Georgetown University Law Center in 1996, where he was on the staff of The Tax Lawyer.
 

Eileen Chan

Executive Director
Ernst & Young LLP


Eileen Chan is an Executive Director within Ernst & Young LLP's Financial Accounting and Advisory Services (FAAS) Group based in New York with over 15 years of experience.
 
Eileen is a subject matter resource for lease accounting and provides on-call, technical accounting assistance for critical business decisions. Eileen also helps to lead the accounting change efforts around the FASB and IASB's project for leases, which includes developing a comprehensive solution to help companies understand and plan for the FASB and IASB's new lease standards.
 
Eileen is a licensed CPA in the State of New York. Eileen received a Bachelor of Business Administration in Public Accounting from Pace University. Eileen is a member of the New York State Society of CPAs and the American Institute of Certified Public Accountants.

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.

Shannon Detling

Director
PricewaterhouseCoopers LLP


Shannon is a director in PwC's Financial Markets practice with over 12 years of experience.

Shannon regularly assists clients in addressing complex accounting issues under US GAAP and IFRS on a number of topics including derivatives and hedging, leasing, foreign currency, fair value, lending, transfers of financial assets, consolidation, financing (liabilities and equity), and earnings per share.

Shannon advises clients on financing strategy and capital markets alternatives, financial risk management, and valuation. He also assists clients with the design, implementation, and integration of treasury systems, processes and controls.

Shannon worked for two years in PwC’s national office in the accounting services group on the financial instruments team.

Prior to joining PwC, Shannon worked on the staff of the Financial Accounting Standards Board.

Shannon graduated Magna Cum Laude from Brigham Young University with a Master's of Accountancy and Bachelor of Science in Accounting. Shannon is a Certified Public Accountant in New York.

Kyle Elken

Controller
DLL



Jeffrey Ellis

Senior Managing Director
FTI Consulting



Christopher Galer

Senior Technical Controller
GE Capital Industrial Finance



Ann Gill

V.P., Chief Accounting Officer/Controller
Encore Capital Group, Inc.


Ann Gill
CAO/Controller – Encore Capital Group, Inc.
San Diego, CA 92108

Experience:
Since August 2016, Ann has been the CAO/Controller of Encore Capital Group, Inc. (Encore), a leading provider of debt management and recovery solutions for consumers and property owners across a broad range of assets. Prior to Encore, Ann was the Controller for the Leasing and Asset Division of MUFG Union Bank, which specialized in alternative energy tax products and the financing of large ticket items worldwide. Ann’s career also included working at General Motors (after it had filed bankruptcy) on critical leasing, revenue recognition, and consolidation projects.
Ann has been an active speaker for the Equipment Leasing and Finance Association (ELFA) and was considered a national subject matter expert (SME) in leasing and off-balance sheet financing during her nine years in PwC’s national office in Transaction Services. Her audit experience was primarily in the financial services division of BDO Seidman, LLP where she began her career in public accounting with her client base focused on start-ups.

Professional Affiliations:
American Institute of Certified Public Accountants
NYS Society of Public Accountants
ELFA

Education:
Manchester University
Pace University

Joseph Guage

Chief Financial Officer
First American Equipment Finance, an RBC / City National Company



Shawn Halladay

Managing Director
The Alta Group LLC


Shawn Halladay brings 35 years of experience as a lessor, trainer, consultant and auditor to Alta’s clients. Shawn’s professional expertise stretches across all leasing sectors and around the globe. Based in Salt Lake City, Utah, he has served lessors throughout North America, South America, Asia, the Middle East and Europe, providing training in all aspects of equipment leasing. His consulting expertise includes vendor finance, accounting and reporting best practices, competitive analysis, strategic planning, litigation support, and accounting and quantitative analysis.
 
Shawn is Managing Director, Professional Development and has authored or co-authored eight books on equipment leasing, including A Guide to Equipment Leasing, An Introduction to Leasing and The Handbook of Equipment Leasing.
 
Shawn’s strengths in accounting, tax law and analysis help Alta clients quantify the success of their business and evaluate emerging opportunities. His custom training courses, offered in several languages and tailored to meet the needs of varying geographic and industry markets and cultures, help lessors maximize the value of their human resources and deliver outstanding lease products and customer service.
 
Shawn is a member of the Financial Accounting Committee of the Equipment Leasing and Finance Association (ELFA) as well as the editorial board of the Equipment Leasing and Finance Foundation’s Journal of Equipment Leasing and Finance. He also currently serves on the Advisory Board of Leasing News and teaches for the CLFP Academy.

Rodney Hurd

Chief Financial Officer
Bridgeway Capital Advisors


Mr. Hurd is the Chief Financial Officer of Bridgeway Capital Advisors, Inc. ("BCA"), a privately held firm offering capital raising and asset management services to vendors, lessors and lessees, principally involving water treatment, oil re-refining and materials processing equipment subject to service contracts. Mr. Hurd has responsibility for pricing; financial analysis, operations, tax and financial reporting. He serves as the firm's representative to the Equipment Leasing and Finance Association's Accounting Committee. He frequently authors articles on leasing issues.

Before joining BCA, Mr. Hurd held various senior finance positions, including 17 years with Bank of America Leasing and Capital Group ("BALCG"). Before joining BALCG, he served as the controller for a venture capital firm and several leasing companies, principally privately held firms engaged in structured lease financings, asset management, and joint ventures.

Mr. Hurd has served as a consultant for Financial Services Volunteer Corps in connection with leasing projects in Russia, Morocco, and Egypt.

Mr. Hurd obtained his C.P.A. certificate while employed as an auditor and small business consultant at Deloitte, San Francisco, California.

He holds an M.B.A. in Accounting from Golden Gate University, where he is also a Distinguished Adjunct Professor and teaches research & communications courses. He holds a B.A. in History from Santa Clara University, Santa Clara, California.

Marc Jerusalem

Director, Accounting & Consulting Services
PricewaterhouseCoopers LLP



Glenn Johnson

Principal
Ernst & Young LLP



Lisa Kaestle

Audit - Exp Manager
Grant Thornton LLP


Lisa is an experienced manager in the National Accounting Advisory Services practice with over 9 years of experience in the accounting industry. She currently oversees all of Grant Thornton's leasing implementation engagements as the main technical consultant in the Leasing Center of Excellence.
 
Lisa joins Grant Thornton from the Financial Accounting Standards Board (FASB) where she served as the project manager of the Lease Implementation Project. She was responsible for soliciting, analyzing, and discussing issues that arise as part of implementing the ASC 842 guidance on Leases. She has performed extensive consultation with individuals at the SEC and public accounting firms, as well as with companies across various industries on complex implementation issues, such as land easements, and has assessed the significance and pervasiveness of issues and helped determine which to debate with the Board in a public forum. Prior to the FASB, she worked in Ernst & Young’s Assurance practice. Her experience includes financial reporting under both international financial reporting standards (IFRS) and generally accepted accounting principles (GAAP), as well as Broker Dealer Reporting.

Michael Keeler

CEO and President
LeaseAccelerator


Michael Keeler is an entrepreneur, business leader, and author with more than 20 years of experience in building software businesses. Since 2003, Michael has served as CEO of LeaseAccelerator, a SaaS company offering a lifecycle solution for Enterprise Lease Accounting. Prior to that, Michael served as President of Onmark Corporation, an international IT leasing company. Prior to that, Michael founded and managed two software companies, DataZen (1999-2002) and Ecologic Corporation (1993-1999). Michael is a graduate of New York University with a Master's in IT (1993) and Georgetown University with a Bachelor's from the Edmund A. Walsh School of Foreign Service (1989).

Tim Kolber

Managing Director
Deloitte


Tim Kolber is a senior manager in the Standards, Policies, Guidance, and Communications Group within Deloitte’s National Office located in Wilton, Connecticut. In this role, he assists in the development of the Firm’s guidance on technical accounting matters and responses to standard setting initiatives, writes internal and external communications on emerging accounting topics, and participates in both internal and external presentations. Tim’s primary areas of specialization include lease accounting, SEC rulemaking, and employee benefits.
 
Prior to assuming his current role, Tim was part of the Firm’s National Learning group where his primary focus was the development and delivery of accounting-related learning courses to practitioners within the Firm.  In addition, Tim spent several years in the Firm’s audit practice in Philadelphia, Pennsylvania, primarily serving clients in the energy and resources industry.   
 
Tim graduated from LaSalle University with a Bachelor of Science Degree in Accounting. He is a licensed Certified Public Accountant in both Pennsylvania and Connecticut, and is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants.   

James Kroeker

Vice Chairman and Board Member, FASB
Financial Accounting Standards Board



Robert Kruger

Vice President, Tax
TCF Equipment Finance, a division of TCF National Bank



Leonard Lane

SVP, Product Management
Odessa


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

Jeffrey Lezinski

SVP Solution Architecture
Odessa


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

Dorina Maerean

Senior Accounting Manager, Global Finance
IBM Global Financing



Robert Malinowski

Executive Director
Ernst & Young LLP



John Marshall, CPA

Senior Vice President
U.S. Bank Equipment Finance


John Marshall is Senior Vice President & Director of Tax for U.S. Bank Equipment Finance, and oversees USBEF's sales & use tax and personal property tax departments, as well as its Section 1031 Like-Kind exchange program. He is an MBA and a licensed CPA, and is located at U.S. Bank's Operations Center in Marshall, Minnesota.

John has been active in professional accounting, finance, tax and audit roles for the past 30 years. Over his career he has worked in various positions with U.S. Bank, Cargill, The Schwan Food Company and a venture-capital owned manufacturing firm. He first became involved in the equipment finance business in 1999, when he was named Chief Financial Officer of Lyon Financial Services, the small-ticket leasing subsidiary of Schwan's that was later acquired by U.S. Bank; he rejoined U.S. Bank in 2009.
 

John and his wife Diane live in Marshall with their two still-at-home children, and are involved in church, youth sports and other community activities.

Alexander Martin

Director, Capital Markets & Accounting Advisory Services
PricewaterhouseCoopers LLP


Alexander specializes in complex and sophisticated financial structures employed in mergers, acquisitions, divestitures, and financing transactions. He has significant accounting advisory experience in the deal space evaluating the accounting and financial reporting consequences of complex financial structures, and helps clients balance the transaction objectives with the accounting, tax, commercial, corporate governance, and regulatory considerations. Alexander specializes in complex topical areas, including leasing, consolidation, revenue recognition, business combinations, and financial instruments; as well as GAAP change projects and the challenges and complexities that come from implementing new accounting standards.

Scott Muir

Partner - Department of Professional Practice
KPMG LLP


A partner in KPMG's Department of Professional Practice (DPP) with 16 years of experience, heavily focused on technical accounting and reporting matters. Scott spent two and a half years at the Financial Accounting Standards Board (FASB) as a practice fellow where he was a leading member of the project team responsible for the developing and authoring the new leases standard, as well as a leading member of the project teams for the FASB/IASB Joint Transition Resource Group for Revenue Recognition and the associated amendments to the new revenue recognition standard on (a) identifying performance obligations and licensing; (b) gross versus net revenue reporting; and (c) clarifying the guidance on collectibility.

Scott works primarily in the accounting standards group at DPP and is the co-leader of the leasing topic team, as well as a member of the DPP topic teams for revenue recognition, business combinations, and accounting for long-lived assets; and is a core member of the firm's teams following and advising clients on the new leases and revenue recognition standards. Scott is a frequent presenter at conferences, client events, and internally for KPMG on various accounting topics, in particular the new leases and revenue recognition standards, and a principal author of KPMG's handbooks on ASC 842 lease accounting, ASC 606 revenue recognition, and ASC 606 revenue recognition for software and SaaS entities.

Prior to joining KPMG's national office in 2012, Scott led the technical accounting and SEC reporting functions at a large public software company and worked within KPMG's Technical Accounting Advisory Services and Audit groups.

Carrie Na

Pricing Manager
SunTrust Equipment Finance & Leasing Corp.


Carrie Na is the Pricing Manager at SunTrust Equipment Finance & Leasing Corp. She focuses on setting structuring policies, providing pricing guidance on complex deals, and conducting research for both originations and capital markets.

Prior to joining SunTrust, Carrie held various positions in quantitative research, big data analysis and risk management. She has worked at Bank of America and Fannie Mae. Besides Equipment Finance, Carrie has extensive experiences with Mortgage, Home Equity, Credit Cards, and portfolio optimization in finance and banking industry.

Carrie holds a Ph.D. in economics from the University of Virginia. She is also a CFA charterholder.

Michael Nesta

Director, Accounting Advisory Services Transaction Services
KPMG LLP



Amy Park

Partner
Deloitte



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.  

Andrew Pidgeon

Professional Accounting Fellow
U.S. Securities And Exchange Commission



David Schaefer, CLFP

CEO
Mintaka Financial, LLC


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

Joseph Sebik

Director of Tax
Siemens Financial Services, Inc.


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

Charlie Shannon

Partner
Moss Adams LLP


Charlie has a combined 20 years of private and public accounting experience. Charlie specializes in providing auditing, compliance, and consulting services to both private and publicly held financial institutions, leasing companies, asset-based lenders, debt buyers, payment processors, and other financial services companies. Charlie is a frequent author and speaker for various state and national trade associations, including the Western Independent Banker's magazine. Charlie is also a member of the Equipment Leasing and Finance Association's Financial Accounting Committee.

Mamta Shori

Group Controller
Wells Fargo Equipment Finance



Jeremy Simons

Partner
Ernst & Young LLP


Jeremy is a Partner in the Ernst & Young LLP National Professional Practice Group in New York, where he specializes in the accounting for income taxes, leases, and long-lived assets.  In this role, Jeremy is responsible for consulting with global engagement teams and clients, monitoring standard-setting activities, and developing EY’s interpretive guidance.
 
Previously, Jeremy spent two years as a Professional Accounting Fellow in the SEC’s Office of the Chief Accountant. In this role, Jeremy consulted with current and prospective SEC registrants and divisions within the Commission on accounting issues with a particular focus on the topics of consolidations, business combinations, long-lived assets, and debt and equity.  
 
Prior to the SEC fellowship, Jeremy spent time in Ernst & Young LLP’s National Professional Practice Group and audited public and private companies in the manufacturing and retail and distribution industries.
Jeremy earned a Bachelor of Science in Business from Indiana University and majored in Accounting and Finance.  Jeremy is a member of the American Institute of Certified Public Accountants and is a Certified Public Accountant in New York and Indiana.

Amit Singh


KPMG LLP


Amit is a Director in KPMG’s Accounting Advisory Services (AAS) practice. Amit has several years of experience providing assurance and advisory services to a global client base of institutions with experience in sectors such as, Financial Services, Oil and Gas, Energy, Real Estate, and Diversified Industrials. 

His technical skills and experience includes technical accounting advisory, accounting change services and IPO engagements. 

Amit is a member of KPMG's DPP topic teams for leases, consolidation, and share based payments; and is a core member of the advisory teams following and advising clients on the new leases standard and helping clients implement it.

Isaac Sperka


Ernst & Young LLP



Jennifer Stembridge

Group Vice President, Controller's Division
SunTrust Robinson Humphrey


Jennifer is a Group Vice President in the Controllers Division of SunTrust Banks, Inc. where she works as the Director of Accounting Consultation and Credit Controller. Jennifer's responsibilities include monitoring proposed and final technical accounting pronouncements to determine their impact to SunTrust, assistance with implementation of new accounting standards, special projects, accounting policy, and accounting consultation to the SunTrust lines of business and functional areas. As Credit Controller, she works closely with the Credit Risk Management department on the accounting and reporting of the Allowance for Loan and Lease Losses. Jennifer is a Certified Public Accountant and received her Bachelor in Business Administration in accounting from the University of Georgia.  

Amie Sweeney

Vice President
CBRE


PROFESSIONAL EXPERIENCE
 

Amie D. Sweeney is a Vice President for the Corporate Capital Markets group within CBRE. Ms. Sweeney is responsible for the preparation and analysis of a wide variety of financial models associated with the sale and financing of proposed and existing single-tenant assets. Ms. Sweeney provides analytical support for various alternatives and financial structures governed by accounting, tax, regulatory, and other considerations important to the needs of corporate, institutional, and developer clients. Her work also includes assisting with the research and preparation of proposals and offering memoranda for use in the capital markets

In addition to her duties as Vice President for the Corporate Capital Markets, Ms. Sweeney is the technical expert on the upcoming changes to lease accounting for CCM as well as one of the experts within CBRE. Ms. Sweeney sits on the Financial Accounting Committee for the Equipment Leasing and Finance Association the country's premier leasing organization, and the Finance and Investment Committees for CREW Network at the national level. She is a frequent speaker on lease accounting, has written many articles and white papers, and has been widely quoted on the topic.

Ms. Sweeney has over 25 years of accounting experience and has worked in public accounting, as a corporate controller, and a financial manager. She received a Bachelor of Science degree in Accounting from Ohio State University and is a Certified Public Accountant.

EDUCATION
Ohio State BS in Accounting

PROFESSIONAL AFFILIATIONS
Equipment Leasing and Finance Association Financial Accounting Committee
CREW Finance and Investment Committees American Institute of Certified Public Accountants
CBRE Women's Network CBRE Lease Accounting Task Force

Vincent Tesoriero

Controller
Marlin Business Services Corp.



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.  

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.

Jay Wilensky

VP Accounting & Finance
Sasser Family Holdings, Inc.


Jay Wilensky is Vice President of Accounting & Finance for Chicago Freight Car Leasing Co, a subsidiary of Sasser Family Holdings. He has also been leading a coalition of companies in the railcar leasing industry to convey their perspective and anticipated implications of the new lease accounting and revenue recognition proposals, to the accounting firms and the FASB and IASB Boards. Additionally, he is currently the chairman of the tax committee of the Railway Supply Institute. He began his career in public accounting with KPMG where he was a senior on audit engagements in a wide variety of industries. He is in his 31st year with Chicago Freight Car Leasing Co, taking on increasing roles and responsibilities during his tenure leading up to his current position. He is a CPA, CGMA, and has been active in many professional organizations including the Illinois CPA Society, AICPA, and Institute of Managerial Accountants. He graduated from Indiana University - Bloomington, earning a BS in business with a concentration in accounting.

Brian Wilson

Director- Leasing
Banc of America Leasing


Brian Wilson (Director- Banc of America Leasing). Mr. Wilson is a Director with Banc of America Leasing providing accounting and finance support to leasing and capital markets operations worldwide. In this position he consults with clients around the globe on various lease products and transaction structures and their accounting implications.
 
Prior to joining Bank of America he was CFO for Montrose & Company LLC a lease portfolio management and consulting firm based in Reno, Nevada. Brian also spent several years as tax and accounting manager for Porsche Cars North America and with Deloitte & Touche as a senior manager in their Seattle and Los Angeles offices serving numerous domestic and international clients. He has bachelors and masters degrees in accounting from Brigham Young University, and an M.B.A. in Finance from the University of Nevada. Brian is a CPA and is on the Board of the Nevada Society of CPAs.

Sponsors

Hotel Information:
 
Hotel reservation deadline date extended to August 31, 2018
A block of rooms is being held for attendees of the 2018 Lease and Finance Accountants Conference at the Loews Philadelphia Hotel, 1200 Market St., Philadelphia, PA 19107 at a discounted rate of $179 +tax. Check in time is 4:00pm, and check-out time is 11:00am. Please call Reservations at 1 (877) 878-3629, provide your arrival and departure dates and mention ELFA Conference or you may use the custom web link below to reserve your hotel room online. Reservations must be made on or before 5:00pm EST on August 24, 2018 in order to secure the ELFA discounted rate.
 
Make Hotel Reservations Online!
We strongly encourage you to make your hotel reservations online. Please go to this link to register online: https://book.passkey.com/gt/213642651?gtid=c3f40061386c771d0be65a860d8b7e07
 
Make your hotel reservations by August 31, 2018 to receive the discounted ELFA room rate of $179.
 
Reservations after this date are based on availability and may be at a higher rate.  
 
Getting There
The Loews Philadelphia Hotel is about 12 miles from the Philadelphia International Airport (PHL). Approximate cost of a taxi from the Philadelphia International Airport to the Loews Philadelphia Hotel is about $35. The hotel is also accessible by train also known as the SEPTA. Rail information from the airport may be found here http://bit.ly/2pDOJHM.
 
For further information about this property, including driving directions, visit their website at
 
Attire
Business casual is appropriate for this meeting.      

Loews Philadelphia Hotel
1200 Market Street
Philadelphia, PA 19107

Get directions

Alfa


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.


Bloomberg Tax


Exhibitor profile is not available at this time.

Cassiopae Inc.


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

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

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

Certified Lease & Finance Professional Foundation (CLFP)


 
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.
 
   

Codix LLC


CODIX is a software solution provider with branches in USA, Canada, Mexico, Germany, Romania, Czech Republic, France, Spain, Bulgaria, Tunisia, & Vietnam. iMX is a global, powerful and flexible event-based IT solution that provides an all-in-one package for any kind of leasing, finance and collection activity.

   

Key highlight points:

  • Full multilingual and multicurrency abilities including worldwide multi-entity support
  • System is based on the latest available technologies (Oracle/Unix/etc)
  • iMX includes all the most advanced business functionalities to cover any need of a leasing, finance or collection company
  • Native integration of all the tools needed to improve global productivity: telephony, imaging, decisional environment, etc.
  • Complete expert system technology allows changing system behavior via a graphical tool so limited need for Codix involvement when business processes change - including full workflow and task follow up
  • Complete Web based access for external entities
  • Complete reporting and decisional platform that is graphical

The solution covers the entire lifecycle of leasing products, assets and services.
Codix is a leading provider of finance and collections solutions worldwide. For more information please visit www.codix.us.


Constellation Financing Systems Corp.


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


 
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


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.


FIS


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.


International Decision Systems


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

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


Ivory Consulting Corporation


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

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


LTi Technology Solutions


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.
   

MB Financial Bank


 
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.  
   

MTS Software Solutions, Inc.


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

NetSol Technologies


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

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

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

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


Odessa


 
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.     
 
       

RapidRatings


Exhibitor profile is not available at this time.

Tamarack


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

Vertex Inc.




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