Equipment Leasing and Finance Association - Equiping Business for Success

Operations & Technology Conference

September 11, 2017 - September 13, 2017

The Westin Charlotte
Charlotte, NC

 Operations and Technology Conference will be held as scheduled.
ELFA has been monitoring hurricane Irma for the past several days, touching base with local authorities, national and local weather forecast organizations, as well as the Charlotte Convention and Visitor Bureau and the Charlotte Westin Hotel.  As a result of these conversations, today, ELFA decided to conduct the Operations and Technology Conference and the Lease and Finance Accountants Conference as scheduled, September 11-13 in Charlotte, North Carolina.  
The Future is Here: Do You Have the Tools Necessary?
Operations & Technology Conference and Exhibition, September 11-13, 2017  
The Premier Event for Operations & Technology Professionals
The ELFA Operations & Technology Conference and Exhibition provides direction and support for member companies using technology to improve business processes, enhance customer satisfaction and increase operational effectiveness. Program highlights include sessions on KYC, Tech Walk, Exponential Technology, IOT, Big Data, AI, Blockchain, RoundTable Discussions, Industry Future Lab Workshop and more.  
In addition to the program highlights mentioned, don't miss out on this year's Operations & Technology Excellence Award, which has been developed to recognize equipment leasing and finance companies that have demonstrated best practices in developing and implementing innovative uses of technology or creative business processes to improve operations, enhance customer interactions, enter new markets and build overall ROI.
Two Conferences for the Price of One! The ELFA Operations & Technology Conference and Exhibition will again be held concurrently with the ELFA Lease and Finance Accountants Conference. Both conferences will share a table top exhibit area targeting companies that provide lease and finance accounting software, and other technology-related processes and systems.
Exhibit & Sponsorship Information: Exhibits and Sponsorship opportunities are available, please contact Steve Wafalosky at 440-247-1060 or          

Registration Fees

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

View cancellation and other policies

The Future is Here: Do You Have the Tools Necessary?
September 11-13, 2017
The Westin Charlotte * Charlotte, NC

Available Functions

  5K Fun Run
  Emerging Talent Networking Event
  CFO Roundtable for Accounting Lessors
  New Comer's Reception
  Women In Leasing Breakfast


John Bober

Managing Director, Global Technical Controller
GE Capital Industrial Finance

John Bober is the Global Technical Controller for GE Capital.  He is primarily focused on the leasing of equipment and vendor finance arrangements and manages for the General Electric Company all aspects of the FASB-IASB's lease accounting project.  He has been active in the accounting standards setting process, having served on both EITF and AcSEC working groups, and is a member of the joint FASB and IASB international working group on lease accounting.  John chairs the accounting and reporting committee of the Equipment Leasing & Finance Association and was the 2014 recipient of the ELFA's Distinguished Service Award.  He also chairs the accounting committee of the Aviation Working Group and the Financial Executives International leases working group.  
John joined GE Capital in 1995 and has held various positions in Finance, Risk and general management within GE Capital and GE Energy Financial Services.  He has 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 Jakarta, Indonesia and New York.   He frequently speaks at industry conferences on matters related to current developments in finance and accounting.  
John has a B.A. in History from Tulane University.  He is also an M.P.A. from the University of Texas at Austin and is a member of the McCombs School of Business BBA-MPA Alumni Advisory Board and the Department of Accounting Advisory Council.

Joshua Bridge

Capgemini America, Inc.

Bart Cant

Partner, Global Business Services - Financial Services
IBM Global Financing

Zena Conway

Event Marketing and Mobile App Specialist

Communications professional with eight years of practical communications based experience. Expertise falls heavily in interpersonal communication reflected through networking, visual communication, social media marketing /strategy, digital content development, and social media training.
Zena has been working with ConferenceDirect and supporting their mobile applications sector for ELFA for over two years. Platform specialities include DoubleDutch and Pathable.

Quentin Cote, CLFP

Executive Vice 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.

Justin Dickerson

General Manager - Fintech
Data Robot

Katherine Dwyer

IBM Watson Financial Services

Jeffrey Emrich

Vice President of Information Technology
Crestmark Equipment Finance

Jeffrey is responsible for Blue Bridge's technology strategy and infrastructure, including information security, data and analytics across the enterprise.

In his previous role as Chief Information Officer for Crestmark Equipment Finance (TIP Capital), he served as the executive in charge of data management, infrastructure and communications systems. He also developed and maintained key solutions for customers and business partners.

Jeffrey has nearly 20 years of experience managing technology for the equipment finance industry and is a member of the Operations and Technology Committee of the Equipment Leasing and Finance Association (ELFA).

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

Joseph Franco

VP Business Development
Cloud Lending Solutions

Barbara Galaini

Barbara Galaini is the Senior Vice President and Controller for the Transportation Finance and International finance sector of CIT, a global provider of financing, leasing and advisory services to clients and their customers across more than 30 industries.  Barbara is responsible for financial oversight of approx. $19 billion of finance and leasing assets with annual revenues of over $2 billion for the Aerospace, Rail and Maritime businesses within CIT.
Ms. Galaini has been with CIT over 25 years and has held various positions within CIT including Segment CFO and Vice President of SEC reporting.
A Certified Public Accountant, Ms Galaini holds a Bachelor of Science degree in Accounting, as well as a Bachelor of Arts degree in American Studies and Economics from Rutgers University.  She is a member of the NJSCPA, AICPA, and currently serves on the accounting committee of the Equipment Leasing Association, as well previously serving on an audit guide committee for the AICPA.  She has served on a board of a not-for-profit fine arts organization, and is a recent recipient of the YWCA's Academy of Women Achiever's award.

Keith Goepfert

Senior Systems Architect
TCF Equipment Finance, a division of TCF National Bank

J. Helms

North American Sales Leader
IBM Global Financing

J. Helms

North American Sales Leader
IBM Global Financing

Jean Holslin

SVP of Client Experience and Operations
Winthrop Resources Corporation

James Humphrey

Senior Vice President, Sales

Steve Keifer


Leonard Lane

SVP, Product Management

Jeffrey Lezinski

SVP Solution Architecture

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

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, Vendor Program Development and Operational Controls
Key Equipment Finance

Jen Martin manages Vendor Program Development, Originations Compliance and Line of business Technology Administration for Key Equipment Finance, one of the largest  US bank affiliated equipment leasing companies, managing approx $9 bllion in assets.
Jen's Program development team is a liaison between Operations and Business Development to prepare/approve and launch effective operating processes for all of KEF's new products and vendor program relationships.
Additionally, Jen Martin acts as the line of business technology product owner for Key Equipment Finances technology servicing platform and manages a team of administrators that partner with KeyCorp's technology framework to support technology initiatives.
In her 19 years with KEF, Jen Martin has grown as the company has grown.  Jen has held many roles within the organization including Operations Manager for many of its support/client service teams, Project Manager, Technology product owner, Quality assurance manager and vendor program development  leader. Her experience and strengths include lease accounting, lease accounting software, operational effectiveness, team building, technology strategy and process management.

Michael McKie

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

Ron Meyer

Sr. Business Advisor
Linedata Lending and Leasing

Scott Nelson

CTO and Corporate Growth Strategist
Skywater Technology Foundry

Daniel Nelson, CLFP


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

Sr. Product Manager
International Decision Systems

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

Steven Pae

Senior Vice President, Vendor Finance

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.  

Candace Reinhart, CLFP

VP Operations
First National Capital - An Employee Owned Company

Deborah Reuben, CLFP

Reuben Creative, LLC

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

Michael Rogers

Columnist, MSNBC's The Practical Futurist, Futurist-in-Residence of The New York Times
Leading Authorities

Columnist, MSNBC's The Practical Futurist, Futurist-in-Residence of The New York Times
  • Award-winning journalist and novelist with over thirty years of professional speaking experience
  • Former vice president of the Washington Post's new media division
  • Co-founder of Outside magazine and former writer for Rolling Stone
  • Dynamic speaker helping businesses think about the future and the effect of technology their organization

Mike Sheehy

Director, Global Retail Operating Platform
John Deere Financial

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.

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.

Mark Tomaselli

Innovation Finance USA, LLC

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


Hotel Information:  
A block of rooms is being held for attendees of the 2017 Operations & Technology Conference at The Westin Charlotte, 601 S College St, Charlotte, NC 28202 at a discounted rate of $239 +tax. Check in time is 3:00 pm, and check-out time is 12:00 Noon. Please call Reservations at 1 (866) 837-4148, provide your arrival and departure dates and mention ELFA Conference or you may use the custom link below to reserve your hotel room online. Reservations must be made by August 9, 2017 in order to secure the ELFA discounted rate.  
Reservations made after August 9, 2017 will not receive the discounted room rate.
Getting There:
The Westin Charlotte is about 12 miles from the Charlotte-Douglas International Airport (CLT). CLT is an American Airlines hub, providing many direct flights to and from Charlotte. Approximate cost of a taxi from the Charlotte-Douglas International Airport to The Westin Charlotte is $25.
If renting a car, The Westin Charlotte has valet and self-parking from $20-$30 per day. You may find driving directions to the hotel here:
Things To Do:
The Westin Charlotte is located in the heart of Charlotte's Uptown cultural and entertainment district, just steps away from Charlotte's most visited venues and newest attractions. Enjoy an endless variety of activities when you stay at The Westin Charlotte.
For a complete list of local area sports, recreation, arts and culture and shopping and dining, please visit

The Westin Charlotte
601 South College Street
Charlotte, NC

Get directions

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

Alfa Financial Software Inc

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

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

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:

Codix LLC

CODIX is a software solution provider with branches in USA, France, Spain, Bulgaria, Tunisia, Mexico & 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

Copernicus-USA, LLC

Ian Charik
Phone: +1 (312) 919-5002
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.
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
Standalone and integrated mobile processing for sophisticated financial calculations, Quoting and Portal functionality.


Donna Christensen
Corporation Service Company
2711 Centerville Road
Wilmington, DE 19808
(800) 927-9801 ext. 3568
CSC is a leading provider of legal and financial services for many of the world’s largest companies, law firms, and financial institutions. CSC is the single source for all your Uniform Commercial Code (UCC) document searching and filing needs. We are experts at helping you manage due diligence projects, from a single filing or search to thousands, with unmatched speed and accuracy.
Founded in 1899, CSC has been providing UCC services to the financial community since states began adopting the Uniform Commercial Code. CSC built a solid reputation based upon our long-standing experience, and we now provide UCC services to thousands of financial institutions. CSC has become a recognized leader due to our unique ability to provide the best Web-based technology and flexible integration capabilities, coupled with the highest level of personalized and experienced customer service in the industry.
Equipment leasing enterprises, finance companies, commercial banks, and other financial service companies trust CSC for Uniform Commercial Code services that help you:
-Uncover search records that other providers and state systems miss
-Increase the accuracy of your UCC filings and reduce your rejection rates
-Monitor expirations, debtors, corporate entities, and bankruptcies
With CSC, you have access to industry-leading B2B Web Service solutions that seamlessly integrate with your own loan processes, supported by award-winning customer service. To learn more about why more equipment leasing companies  are switching to CSC and how we can help you manage risk and reduce costs associated with your lending, leasing, or legal transactions, visit or call (800) 858-5294.       

Data Robot

Exhibitor profile is not available at this time.

FIS eProcess Intelligence LLC

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 53,000 worldwide employees are passionate about moving our clients' business forward.

International Decision Systems

Tracy Prochaska
220 South Sixth Street
Suite 700
Minneapolis, MN 55402
(612) 851-3200  
International Decision Systems, Inc. (IDS) leads the market in full lifecycle lease and loan software solutions to support the global equipment finance industry. The world's most sophisticated equipment finance organizations rely on IDS solutions to support their business from pricing and origination to portfolio management and end-of-term.
In today's rapidly changing regulatory environment, finding a trusted solution provider is more important than ever. With US headquarters and offices in the UK, Australia, Singapore and India, IDS lifecycle solutions help protect your global equipment finance lease and loan portfolio. Proven with customers worldwide operating in more than 30 countries. It's no wonder 7 of the Top 10 Captives and 11 of the Top 15 Banks in the Monitor 100 rely on IDS to run their business.   

LeaseTeam, Inc.

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

MTS Software Solutions, Inc.

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


Since 1970, NCS has been the leader in providing credit professionals throughout the U.S. and Canada with proactive solutions to secure receivables, minimize credit risk and improve profitability.
With our distinct service groups: UCC, Collection, and Construction - NCS develops customized solutions based on your business model and organizational requirements to Secure Your Tomorrow.
NCS has educated more than 500,000 credit professionals on securing their receivables and reducing their risk through NCS events, resources, and social media. NCS offers web based solutions such as LienFinder, The National Lien Digest, and LienTracker Online. These resources help manage credit risk, provide time and information requirements, monitor deadlines and generate notices.
Protect your receivables by partnering with NCS. Contact us to see how we can assist you in developing a UCC, Collection, or Mechanic's Lien program. Learn more by calling NCS at 800-826-5256 or visit

NetSol Technologies

Visit us at booth #37
NetSol Technologies, Inc (Nasdaq - NTWK), is a global provider of IT solutions and services specializing in finance, leasing and lending industry. The company has adhered to the highest process improvement standards such as CMMI ML 5 1.2v (most up-to-date standard for IT organizations), ISO 9001 and ISO 27001. NetSol has evolved as a leading global IT solution and service provider with nearly 200 customers worldwide and offices in seven countries including USA, UK, Pakistan, China, Australia, Thailand, England and Kingdom of Saudi Arabia. NetSol is at the development forefront of financial and leasing software solutions, embracing new technologies and building on its world class suite of applications.
NetSol's core competency is software and services for the Finance and Leasing industry. Drawing upon its domain/subject matter expertise and diverse cross-functional teams, NetSol has built a reputation for developing and implementing best-of-breed solutions including but not limited to credit origination, assessments, booking, discounting, lease / loan accounting, receivables management and dealer floorplan financing. NetSol is also known for providing quality services in the areas of business process consulting, custom software development, systems integration, business intelligence solutions, information security and independent systems review. NetSol is also a SAP partner and provides SAP consulting services as well as has recently launched a cross catalogue searching product "smartOCI" for SAP's Supplier Relationship Management (SRM) Application.
The flagship offering of the company globally, however, remains NetSol Financial Suite (NFS)  a robust suite of software applications providing an end-to-end solution for finance and leasing industry. NFS caters to top tier global finance companies and banks. In North America NetSol serves corporations like JPMorgan Chase Equipment Finance, Bank of Tokyo-Mitsubishi & UFJ Group, Volkswagen Credit Inc., Nissan Motor Acceptance Corporation, Nissan Renault Finance Mexico, IBM Global Finance, PNC Financial Services, Cisco System Capital, Ford Motor Credit, Terex Financial Service, Yamaha Motor Corporation, Key Equipment Finance. A few global marquee customers include Mercedes Benz Financial services, Fiat Group, BMW Group, Volvo Financial Services, Toyota Financial services, Minsheng Finance & Leasing, BNP Paribas, Scania Finance, Al Amthal and Investec. NFS has now established itself as a complete assets side ERP solution for the finance industry. NetSol takes pride on having an excellent track record for successful and timely delivery of projects.


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


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

Vertex Inc.

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