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.

With session such as:

  • Blockchain: Beyond the Hype
  • Future Tech
  • So....What About the Data?
  • shOP Talk - The Watercooler Discussion You Need!
  • Risk Management & The Compliance (R)evolution
  • Become Even Stronger by Using Your Strengths
  • Cybersecurity Today: Protecting Your Organization and Customers
  • Have a Voice, Make a Choice
  • Who's Your Customer?

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 stevew@larichadv.com.


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
  Introduction to Leasing and Finance Industry Workshop
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

Speakers

Arthur Anhalt

VP, Information Technology
CWB National Leasing Inc.


Arthur is a long-time veteran of CWB National Leasing. After joining the company in 1989 as a senior analyst/developer, he proved instrumental in designing and developing early versions of the company’s leasing software. During the late 1990s, Arthur formulated a multi-year strategy to transition the company from the previous minicomputer/terminal computing model to the modern world of PC-based computing.
 
During his leadership of IT, technology has become a key component of CWB National Leasing’s business strategy. The company has an excellent track record for internal software development, which has garnered a number of software awards, including ELFA’s Operations and Technology Excellence Award in 2003, 2016, and 2018, as well as a Microsoft’s Product Award for the FastCredit system in conjunction with a development partner.
 
Prior to joining CWB National Leasing, Arthur was employed in a number of roles at several consulting and system vendor companies. This included a five-year position as Project Lead on a manufacturing software implementation for the Winnipeg operations of a major international food packaging company.
Arthur has been active in many charitable and volunteer organizations over the years, as well as being actively involved in community activities. He’s also a major supporter of several local and international charitable organizations.

Mindy Berman

Managing Director, Capital Markets
JLL



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

Consultant
Capgemini America, Inc.



Bart Cant

Partner, Global Business Services - Financial Services
IBM Global Financing


Bart is a Partner for IBM’s Global Business Services Blockchain team. For the last 4 years, Bart has been conducting sr level advisory services and practical implementation of Blockchain solutions in the Financial services domain, including formulating business case & roadmap, designing business and technical architecture and building POC and Production Blockchains. Additionally, in the past Bart has been involved in large digital transformation programs in the Equipment Lending and Leasing industry.

Chad Carlson

Professional Services Manager
Tamarack



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.

Tamara Darnow

SVP & Director, Compliance and Operational Risk Management
Key Equipment Finance



Michael Donnary

Principal
Capgemini America, Inc.


Michael Donnary is a business and technology consultant with management and hands-on experience in optimizing asset finance IT organizations.  He has demonstrated a proven ability to leverage the benefits of IT to solve business issues while managing cost and mitigating risk. Michael has spearheaded the selection and implementation of package solutions as well as development and deployment of and custom applications, driving business efficiency resulting in significant cost savings.
 
Client engagement work includes project management, system selection and implementation, custom software development, global IT strategy, enterprise architecture and organizational change management. Michael started his career in banking technology at Metropolitan Bank Group, and worked as Director of Information Technology at Prime Capital Corporation before becoming a consultant to the Asset Finance industry. Michael is Committee Chair of the ELFA Operations and Technology Committee, co-author of the Business Technology Performance Index, a regular industry author and speaker, and has led asset finance training programs in India, France and North America.

Joseph Franco, CLFP

VP Business Development
Cloud Lending Solutions


Joe joined Cloud Lending Solutions in 2017 and is currently responsible for advancing the company’s efforts in the Equipment Finance Industry and works closely with marketing and product development to determine the functional needs of the market.  Joe has over 28 years’ experience in the ‘equipment finance” industry and has extensive international experience.  Joe has extensive experience with software in the marketplace having been employed by IDS, DSI, Oracle and  Genpact.

Kyle Gershman

Product Manager
Odessa


Kyle has been a large scales systems integrator for the last 28 years with the last 11 engaged in multinational delivery of software solutions in the leasing industry.  Kyle is currently managing the roadmap for products that optimize self service capabilities in reporting and analytics for Odessa's leasing customers.

Keith Goepfert

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



James Humphrey

Senior Vice President, Sales
Odessa



John Hurt

Director, Digital Business Advisory Practice
The Alta Group LLC


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

Lola Hutton

Manager, Administration
CWB National Leasing Inc.


Lola has been with CWB National Leasing for 22 years. She started in accounts receivable and then gained valuable experience and thorough understanding of the business from working in several other business units across the company. Some of Lola’s accomplishments include building CWB National Leasing’s centralized customer service department and administrative services department. More recently, Lola took on the role of Business Owner for a complete core system replacement, responsible for ensuring the system would deliver value to the business. CWB National Leasing developed and implemented the new system entirely in house, and Lola’s knowledge, understanding and leadership were critical contributors the success of this comprehensive, multi-year project. In addition to these projects, Lola is always looking ahead by overseeing business process improvement initiatives at CWB National Leasing.

Heather Kay

Senior Manager - Global Learning & Development
FIS



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).

Cameron Krueger

Senior Managing Director - North American Specialty Finance Leader
Accenture


Cam is a Managing Director in Accenture’s Financial Services practice and is responsible for North American Specialty Finance market. He has over 30 years of experience in the automobile and equipment finance markets.  He has worked extensively with most technology platforms across all equipment types and phases of the lease/loan life-cycle.

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.

Troy Lock

Vice President Lease Operations
Farm Credit Leasing Services Corporation


Troy Lock is the vice president of Lease Operations and leads a department responsible for lease origination documentation, booking, funding, insurance, accounting, and contract servicing.  Mr. Lock joined Cobank in 2016 after spending more than 24 years in commercial banking operations.   More than half of his experience was with Wells Fargo and US Bank that included a variety of management roles; with his most recent position managing Prepaid Card Operations.   
 
Mr. Lock is a graduate of the University of Iowa and Minnesota School of Banking in operations and commercial lending.  He is based in Minneapolis, Minnesota.

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


Ron joined Capitalstream in 2010. He is currently responsible for directing the company’s credit-related systems initiatives and enhancing data governance and stewardship efforts.  He has over 27 years of banking experience with particular focus on commercial lending and has worked in a multitude of lending positions including credit origination, administration, servicing and asset risk management.  Prior to joining Linedata, Ron served as Vice President and Loan Operations Manager for AMCORE Bank N.A and Vice President and National Operations Manager for Banco Popular North America.

Todd Neil

Manager, Business Technology
CWB National Leasing Inc.


Todd has been with CWB National Leasing for 15 years. He started as a software developer and moved into a management role in 2010. Prior to joining CWB National Leasing, Todd gained valuable experience as a developer for a major telecommunications organization. Todd’s diverse past experiences led him to taking on the challenge of overseeing the technology side of a complete core system replacement for CWB National Leasing. The company developed and implemented the new system entirely in house, streamlining processes across the business. Todd was also the Agile Methodology owner for this multi-year project, which wrapped up this past spring.
 
Todd keeps busy outside of work, too. In 2016, he earned his master’s degree in business administration. He also volunteers his time as a board member for Lynch Syndrome International to help spread awareness of hereditary cancers and coaches his kids’ soccer teams.

Steven Nelson

SVP, Director of Operations
TD Equipment Finance, Inc.


Steve's career spans 25 years in which he has held roles in Operations and Finance.  Steve Joined TD in 2012 and in 2014 became Senior Vice President - Director of Operations at TD Equipment Finance based Cherry Hill, NJ.  Prior to joining TD, Steve was at Hewlett Packard for 14 years, including Director of Operations and Portfolio Accounting Manager roles at Hewlett Packard Financial Services.  Steve's roles had accountability for documentation, customer service, collections, end of term processing, managing the portfolio accounting team and systems functionality/design.  Prior to joining HP, Steve held roles in Public Accounting, including auditing public and private companies with KPMG Peat Marwick, LLP.  Steve is a graduate of Drexel University and received his CPA license in PA.

Lisa Nowak

Sr. Product Manager
International Decision Systems


Lisa Nowak is an accomplished product strategist who joined International Decision Systems in 2014 as the Senior Product Manager for InfoLease.  With 15 years of experience across financial services, and risk and compliance product management, Lisa brings deep experience translating market needs into software solutions and managing applications throughout their lifecycle.  Lisa has a passion for digital and emerging technologies, and currently serves on the ELFA’s Operations and Technology committee.

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

President
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.

John Rizzi

Managing Director, Digital Business Advisory Practice
The Alta Group LLC


Engaged in the vendor finance segment of the equipment leasing industry since 1983. Functional roles have included sales and vendor program business development, sales organization development and growth both domestic and international, business unit P&L management with direct report responsibility for sales, program management, credit, operations and portfolio management. SVP and General Manager of Heller Financial's middle market vendor program organization, GE Capital's wholesale business and DLL's technology finance strategic business unit. Global head of sales and program management of DLL's office technology business with operations in 23 countries, $3B in new business origination and $10B on balance sheet portfolio. Currently leading The Alta Group's Digital Business Advisory practice which assists lessors with operating systems selection, technology modernization and change management. Also engaged with system / software developers in product road-map and market penetration strategic initiatives.

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.

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.

Frank Swann

SVP Technology/CIO
ENGS Commercial Finance Co.


Mr. Swann is responsible for managing all of the technology systems for ENGS, including its core infrastructure software, reporting services, and hardware platform. Mr. Swann has over 30 years of professional experience bringing technology solutions to Fortune 500 and independent finance companies. Mr. Swann held similar roles at other equipment finance and software organizations such as Comdisco, Relational Funding and Instec Corporation.

Amie Sweeney

Vice President
CBRE Group, Inc.


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

Scott Thacker, CPA, CLFP

Chief Executive Officer
Ivory Consulting Corporation


Mr. Thacker is CEO and a member of the board of directors of Ivory Consulting Corporation, makers of the proven software solution for modeling and pricing equipment leases and loans. He is vice chairman of the board of directors of the Equipment Leasing and Finance Foundation and a member of the Equipment Leasing and Finance Association's Financial Accounting Committee. Previously, he was a member of the board of directors of the Equipment Leasing and Finance Association and of its Operations and Technology Committee for five years, three of them as chair, as well as the co-director of the Foundation's Research Committee.
Previously, Scott focused on the equipment finance industry as a partner at Accenture and a senior director at Oracle.
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.

Melissa Trombo


CWB National Leasing Inc.



Kevin Truitt

Vice President, Business Development and Product Management
LTi Technology Solutions


Kevin is responsible for LTi Technology Solutions' product vision and strategy as well as the product-level support of Sales, Account Management, and Customer Support.
 
Joining LTi in 2012, Mr. Truitt has more than 25 years of product management and information systems experience gained from the software development and services industry. He has spent nearly two decades of his career in the finance industry, having previously held positions such as Product Manager and Software Development Manager/Director.
 
Before his tenure at LTi, he also served for 12 years in the United States Air Force, where he was a meteorologist and a weather liaison for NASA before transitioning into Information Technology at Air Force Global Weather Central.

Tim Watters


Terra Trak LLC



Robert Wescott

President
Keybridge Research, LLC


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

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

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

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


Sponsors

 

Hotel Information:

Hotel reservation deadline date extended to August 31, 2018
https://book.passkey.com/gt/213642651?gtid=c3f40061386c771d0be65a860d8b7e07


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:https://book.passkey.com/gt/213667375?gtid=dc4cff987253548d71a43d4e7e1de076

Reservations made after August 31, 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 http://bit.ly/2pDOJHM.

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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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

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.