Equipment Leasing and Finance Association - Equiping Business for Success

Operations & Technology Conference

September 17, 2018 - September 19, 2018

Loews Philadelphia Hotel
Philadelphia, PA

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 Blockchain, RoundTable Discussions, Customer Focus, Data, Using Your Strengths 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 Conf (Addl Exhibitor) $1050.00
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

Conference Schedule

Session descriptions and speakers are all located in the conference schedule. Download Conference Schedule

Special Networking Events

Newcomers Reception
Monday, September 17th * 5:00 - 5:45 pm
Is this your first time at our conference? Wonderful! Meet other first-time attendees and Committee members from the Operations and Technology Committee and the Lease and Finance Accountants Committee at this fantastic reception. No additional fee to attend.

Hosted Receptions
Monday, September 17th and Tuesday, September 18th
A wonderful opportunity to network with individuals from across the industry. Receptions for the conference are jointly attended by Operations and Technology Conference attendees and the Lease and Finance Accountants Conference attendees.

5K Fun Run
Tuesday, September 18th * 6:00 - 8:00 am
(pre-registration requested)

Start your day with a little exercise and see some sights in Philadelphia! Join your colleagues for a 5K Fun Run before your full conference day begins. No additional fee to participate.

Women's Council Breakfast
Wednesday, September 19th * 7:00 - 8:00 am
(pre-registration requested)

A fantastic opportunity to meet with other women in the Finance, Leasing, Technology and Operations industry. This is a great networking breakfast and time to learn about the new initiatives ELFA is taking for Women in Leasing. All are welcome to attend. No additional fee to participate.

Available Functions

Monday - September 17
9:30 am - 12:00 pm
  Blockchain Workshop
10:00 am - 12:00 pm
  CFO Roundtable
5:00 pm - 5:45 pm
  New Comer's Reception
Tuesday - September 18
6:00 am - 8:00 am
  5K Fun Run
Wednesday - September 19
7:00 am - 8:00 am
  Women's Council Breakfast


John Bober

Managing Member
IXL Lease Advisory, LLC

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.

Chad Carlson

Professional Services Manager

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.

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

James Humphrey

Senior Vice President, Sales

John Hurt

Director, Digital Business Advisory Practice
The Alta Group LLC

Michael Keeler

CEO and President

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).

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.

Troy Lock

Vice President Lease Operations
Farm Credit Leasing Services Corporation

Jennifer Martin

VP, Originations
Key Equipment Finance

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

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

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

Michael McKie

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

Ron Meyer

Sr. Business Advisor
Linedata Lending and Leasing

Steven Nelson

SVP, Director of Operations
TD Equipment Finance, Inc.

Lisa Nowak

Sr. Product Manager
International Decision Systems

Sheila Oliver

Director, Global Retail Operating Platforms
John Deere Financial

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

Deborah Reuben, CLFP is President of Reuben Creative, LLC a strategic technology and process consultancy to the commercial equipment leasing and finance industry founded in 2013. Her 23 years’ experience innovating in this industry includes past positions with Wells Fargo, TCF, Linedata/HCL. She holds a Certified Lease & Finance Professional designation and is the author of the sixth edition of The Certified Lease and Finance Professionals' Handbook. Delivering forward-thinking insights and fresh ideas, she is a frequent speaker and workshop facilitator at industry events and contributes to multiple industry studies and publications. She is immediate past chair of the ELFA Operations & Technology committee and chaired the Operations & Technology Excellence Award subcommittee. She is currently a member of the ELFA Women's Council and was instrumental in the planning of the inaugural women's leadership forum.

David Schaefer, CLFP

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.

Mike Sheehy

Director, Global Retail Operating Platform
John Deere Financial

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.

Kevin Truitt

Vice President, Business Development and Product Management
LeaseTeam, Inc.

Robert Wescott

Keybridge Research, LLC

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

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

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

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


Hotel Information:

A block of rooms is being held for attendees of the 2018 Operations & Technology 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.

Hotel Reservations Link:

Reservations made after August 24, 2018 will not receive the discounted room 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

If renting a car, the Loews Philadelphia Hotel has valet and self-parking from $49 per day.

Things To Do:

Explore the City of Brotherly Love - Beautiful Philadelphia
In Philadelphia there are so many fun and historic things to see. But really, it’s all about a bell, a guy named Balboa – and a patriot called Betsy. And since our hotel is conveniently located right in the heart of Center City, Philadelphia, everything is remarkably close by. Here you can see the famous Libery Bell or run up the Rocky Steps just like Rocky Balboa himself. Dive into the rich local and national history, with a stop by the Betsy Ross House to see where the first flag was made or a visit to the National Constitution Center. Or, perhaps a tour of the US Mint is at the top of your to-do list?

Loews Philadelphia Hotel
1200 Market Street
Philadelphia, PA 19107

Get directions

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.


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.

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.

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.


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