Hybrid Event - In-person & Virtual!
The Premier Event for Leasing and Finance Accounting Professionals
The largest annual gathering of lease accountants and those responsible for financial reporting keeps attendees abreast of developments involving rule-making activities of the Financial Accounting Standards Board, international accounting standard-setters, state and federal tax authorities and other regulatory bodies. The agenda also includes timely sessions on the updated lease accounting standards and multiple sessions ranging from basic lease accounting for the newly hired accountant to discussions of complex and emerging accounting issues and their impact on business practices. A FASB board member participates in the program each year.
The ELFA Lease and Finance Accountants Conference will again be held concurrently with the ELFA Operations and Technology Conference. Both conferences will share a tabletop exhibit targeting companies that provide lease and finance accounting software and other technology-related processes and systems.
Who Should Attend
Accountants, CFOs, controllers, tax managers, treasurers, finance directors and others responsible for financial reporting activities, plus any business professionals or advisors who must be familiar with the impact of accounting on their transactions or activities.
Exhibitor & Sponsorship Opportunities
An exhibition is held in conjunction with this conference and many sponsorship opportunities are available. To receive more information about exhibiting or sponsoring, please contact Steve Wafalosky at 440-247-1060 or stevew@larichadv.com.
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.
Registration Fees
| Price Description |
Amount |
| 1st Attendee from Member Company |
$1355.00 |
| Additional Attendee - Member |
$1305.00 |
| Attendee - Non Member (All) |
$2715.00 |
| Committee - Member |
$625.00 |
| First Time Attending This Conference(Members Only) |
$1160.00 |
| Speaker - Member (Attending Entire Conference) |
$625.00 |
| Speaker - Non Member (Attending Entire Conference) |
$625.00 |
| Spouse/Companion of Non Member |
$215.00 |
| Virtual Attendee - Member Company |
$295.00 |
| Virtual Attendee - Non Member |
$295.00 |
View cancellation and other policies
Conference Schedule & Networking Events
More information coming soon...
This conference qualifies for CPE credits!
ELFA is a recognized sponsor of continuing professional education with many State Boards of Accountancy and the National Association of State Boards of Accountancy U.S.(NASBA). Attendance at this conference may be used to fulfill your annual continuing education requirements.
- Knowledge Level: Basic, Intermediate, Advanced, Overview
- Program Type: Group-live event & Exhibition
- Prerequisite or Advanced Preparation Requirements: None
- NASBA Field of Study: Accounting
Learning Objectives
After attending this conference, you will be able to:
- Identify strategies that work best for you and recognize when to use them in your workplace.
- Demonstrate the ability to make accurate equipment leasing decisions based on the content provided.
- Learners will collectively have brainstormed, articulated, captured and addressed pertinent issues or concerns in their industry.
Available Functions
| Sunday - September 08 |
| 6:00 pm - 8:00 pm |
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New Orleans Jazz Walking Tour
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$40.00 |
| Monday - September 09 |
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Dietary Restrictions
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| 9:30 am - 11:30 am |
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CFO Roundtable
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Introduction to Leasing and Finance Industry Workshop
Introduction to the industry and products offered, why customers lease and an overview of the lease accounting rules changes and the impact to the industry. Geared to newcomers to the industry.
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Taxation of Leases and Service Contracts Workshop
A workshop of the tax rules which determine whether a transaction is considered a loan, a lease or a service agreement; how those determinations affect the tax benefits available to the lessor/project owner and the effect of recent extensions of certain tax benefits, including bonus depreciation and alternative energy tax credits.
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| 5:00 pm - 5:45 pm |
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New Attendees Reception
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| Tuesday - September 10 |
| 6:00 am - 7:30 am |
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5K Fun Run
Start the day with a little exercise and join your colleagues for a 5K fun run.
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Speakers
Therese Babiash
Director of Accounting Policy
GATX Corporation
Therese Babiash is the Director of Accounting Policy at GATX Corporation. Therese leads the technical accounting research efforts for GATX’s significant accounting transactions, the development and maintenance of company accounting policies, and the assessment and implementation of accounting pronouncements. In addition, Therese leads the corporate accounting and financial reporting for GATX’s spare engine aircraft leasing operations. Prior to joining GATX, Therese was the head of the Global Accounting Policy group at LKQ Corporation where she led LKQ’s implementation of ASC 606 and ASC 842. Therese began her career at KPMG Chicago in the audit practice serving primarily consumer markets and manufacturing clients. She graduated from the University of Missouri – Columbia with a Masters in Accounting and is a member of the AICPA.
John Bober
Managing Member
IXL Lease Advisory Services, LLC
John chairs the accounting and reporting committee of the Equipment Leasing and Finance Association (ELFA) and was the 2014 recipient of the ELFA’s Distinguished Service Award. As the managing member at IXL Lease Advisory Services, LLC, John specializes in lease accounting and financial reporting. He is also a senior consultant to Ernst & Young LLP.
John retired in 2018 after a 23-year career with GE Capital, where he primarily focused on vendor finance arrangements and the leasing of equipment as well as managing all aspects of General Electric Company’s Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) lease accounting project. He has been active in the accounting standards setting process, having served on both the Emerging Issues Task Force and the Accounting Standards Executive Committee working groups. John was a member of the joint FASB and IASB international working group on lease accounting. Active in Financial Executives International, he is the past chair of their leases working group.
John joined GE Capital in 1995 and held various positions in finance, risk and general management within GE Capital and GE Energy Financial Services. He managed the group within GE Energy Financial Services responsible for the analysis of economic returns from equity and debt investments, project financings, partnerships and large ticket leases, including lease pricing. Prior to joining GE in 1995, John was a partner with an international accounting firm, based in both Jakarta, Indonesia and New York. He frequently speaks at industry conferences on matters related to current developments in finance and accounting.
John has a BA in History from Tulane University. He is also an MPA from the University of Texas at Austin and is a past member of the Department of Accounting Advisory Council and of the McCombs School of Business BBA-MPA Alumni Advisory Board.
Eileen Chan
Executive Director
Ernst & Young LLP
Eileen Chan is an Executive Director within Ernst & Young LLP's Financial Accounting and Advisory Services (FAAS) Group based in New York with over 15 years of experience.
Eileen is a subject matter resource for lease accounting and provides on-call, technical accounting assistance for critical business decisions. Eileen also helps to lead the accounting change efforts around the FASB and IASB's project for leases, which includes developing a comprehensive solution to help companies understand and plan for the FASB and IASB's new lease standards.
Eileen is a licensed CPA in the State of New York. Eileen received a Bachelor of Business Administration in Public Accounting from Pace University. Eileen is a member of the New York State Society of CPAs and the American Institute of Certified Public Accountants.
Matt Esposito
Partner
Grant Thornton LLP
Matt is a Partner in the Accounting Advisory Services practice of Grant Thornton LLP and is located in New York City.
Matt has over 20 years of experience advising on technical accounting issues under U.S. GAAP and IFRS. He has focused on technical accounting related to revenue recognition, leasing, debt and equity classification, consolidation, derivatives and hedging, credit losses, and financial asset transfers.
Prior to joining Grant Thornton, Matt was a Managing Director and Global Head of Accounting Policy for Citigroup’s Institutional Client Group. During this time, he also chaired the North America Accounting Committee for ISDA. Prior to his role at Citigroup, Matt was an Assistant Director of Technical Activities at the Financial Accounting Standards Board (FASB) where he was the lead staff member on final standards related to financial instruments, credit losses (CECL), hedging activities, leasing, and consolidation.
Matt began his career with PricewaterhouseCoopers (PwC) in New York where he became a Director in the Financial Instruments and Credit Group and an alum of their National Professional Services Group.
Yu-Chieh Gola
IBM Financing Technical Accounting Manager
IBM Financing
Shawn Halladay CLFP
Chief Financial & Operating Officer
Pitney Bowes Global Financial Services
Shawn Halladay brings 35 years of experience as a lessor, trainer, consultant and auditor to Alta’s clients. Shawn’s professional expertise stretches across all leasing sectors and around the globe. Based in Salt Lake City, Utah, he has served lessors throughout North America, South America, Asia, the Middle East and Europe, providing training in all aspects of equipment leasing. His consulting expertise includes vendor finance, accounting and reporting best practices, competitive analysis, strategic planning, litigation support, and accounting and quantitative analysis.
Shawn is Managing Director, Professional Development and has authored or co-authored eight books on equipment leasing, including A Guide to Equipment Leasing, An Introduction to Leasing and The Handbook of Equipment Leasing. Shawn’s strengths in accounting, tax law and analysis help Alta clients quantify the success of their business and evaluate emerging opportunities. His custom training courses, offered in several languages and tailored to meet the needs of varying geographic and industry markets and cultures, help lessors maximize the value of their human resources and deliver outstanding lease products and customer service.
Shawn is a member of the Financial Accounting Committee of the Equipment Leasing and Finance Association (ELFA) as well as the editorial board of the Equipment Leasing and Finance Foundation’s Journal of Equipment Leasing and Finance. He also currently serves on the Advisory Board of Leasing News and teaches for the CLFP Academy.
Marc Jerusalem
Managing Director, Accounting & Consulting Services
PricewaterhouseCoopers LLP
Marc Jerusalem
Director, Accounting Services Group, PricewaterhouseCoopers LLP
Marc is a director in PwC’s National Accounting Services Group. In this role, Marc consults with colleagues and clients on how to account for a broad range of complex transactions. Many of the issues he deals with are about leasing transactions, which are surprisingly multi-faceted. As a global specialist on this topic, Marc liaises with accounting experts throughout the profession, and helps PwC develop its thought leadership on leasing transactions.
Marc is a frequent presenter on a variety of accounting topics and serves on the Financial Accounting Committee of the Equipment Leasing and Finance Association, an equipment lessor trade association.
Prior to serving in PwC’s national office, Marc was an auditor in the firm’s Assurance practice in Detroit. Marc's clients ranged from pre-revenue start-ups to multi-national public companies, principally in high technology, manufacturing, and automotive industries. Marc graduated Wayne State University in Detroit, is a Chartered Global Management Accountant, and a CPA licensed in Michigan and New Jersey.
Tim Kolber
Managing Director | Accounting Advisory & Transformation Services
Deloitte
Tim is a Managing Director in Deloitte’s Accounting Advisory & Transformation Services practice where he leads the Accounting Standard Implementation service offering and the Lease Accounting Standard sub-offering on a National level. In this role, Tim leads or serves as a technical resource on various accounting standard implementation projects where he assists clients with the application of complex accounting guidance and the implementation of new accounting standards. Recent experiences include assisting various entities with the implementation of the FASB’s and IASB’s new lease accounting standards.
Tim has close to 20 years of experience in the accounting profession (more than 14 of those years at Deloitte) and is one of the firm’s leading lease accounting experts from both the US GAAP (ASC 842/ASC 840) and IFRS (IFRS 16/IAS 17) perspectives. In this role, he engages in discussions with professionals at the other Large Firms on interpreting the new guidance and interacts with various industry groups and Fortune 100 companies on how to apply the guidance. Tim is also one of the primary authors of Deloitte’s Leases Roadmap.
Jeffrey Lezinski
SVP Solution Architecture
Odessa
Jeff is Odessa’s SVP, Solution Architecture, instrumental in architecting Odessa’s functional solutions since he joined the company in 2004. Jeff currently serves on the ELFA Accounting Committee and participates as a liaison to various industry and regulatory bodies. Prior to Odessa, Jeff worked for PricewaterhouseCoopers, LLP where he participated in and managed various engagements from a consulting and an audit perspective for a variety of industries, including financial services, pharmaceutical, and telecommunications. He holds a Bachelor of Science in Economics from Haverford College.
Michael Nesta
Partner, Accounting Advisory Services
KPMG LLP
Joseph Sebik
Director of Tax
Siemens Financial Services, Inc.
Joe Sebik is a Director of Tax Reporting in Siemens Corporation, covering Siemens Financial Services, Siemens’ US captive financing subsidiary. Joe supports the tax aspects of Siemens Financial Services’ leasing and structured financing transactions, including alternative energy financings.
Joe has over 30-years of experience in the leasing industry including experience in accounting, financial reporting, transaction structuring and taxation. He has been a member of the ELFA’s Accounting Committee for over 20-years where he has actively assisted the Accounting Committee in many ways, including regularly presenting at the ELFA Accounting Conferences and writing numerous articles for the Equipment Leasing Today magazine. Joe is also the Chairman of the Federal Tax Committee of the ELFA and has introduced two recurring tax-oriented training sessions into the Accounting Conference.
Joe has written six reference portfolios on lease accounting and lessor economics for Bloomberg/BNA, as well as co-authoring 2 portfolios on accounting for Variable Interest Entities and assisting on other accounting-related portfolios. Joe has regularly written about the leasing industry and has previously provided comment letters to the FASB on lease-related topics.
Prior to joining Siemens Corporation, Joe worked for Citicorp Global Equipment Finance, JPMorgan’s Tax Oriented Investments group, Chase Equipment Leasing, IBM Credit Corporation and Price Waterhouse.
Joe holds a Bachelors degree in Accounting from Queens College of the City University of NY and is also a Certified Public Accountant licensed in New York State.
Charlie Shannon
Partner
Moss Adams LLP
Charlie has a combined 20 years of private and public accounting experience. Charlie specializes in providing auditing, compliance, and consulting services to both private and publicly held financial institutions, leasing companies, asset-based lenders, debt buyers, payment processors, and other financial services companies. Charlie is a frequent author and speaker for various state and national trade associations, including the Western Independent Banker's magazine. Charlie is also a member of the Equipment Leasing and Finance Association's Financial Accounting Committee.
Mamta Shori
CFO
Wells Fargo Equipment Finance
Finance executive with extensive financial services experience with the ability to inspire necessary cultural change to deliver finance process improvement, simplification, and cost saving strategies.
Proven track record in delivering high value analysis, reporting and forecasts by establishing highly effective commercial and operational partnerships.
Significant experience in shaping organizations to transform back-office functions using lean principles, innovative problem solving, improving control structure and supporting strategic business initiatives.
Amie Sweeney
Vice President
CBRE
PROFESSIONAL EXPERIENCE
Amie D. Sweeney is a Vice President for the Corporate Capital Markets group within CBRE. Ms. Sweeney is responsible for the preparation and analysis of a wide variety of financial models associated with the sale and financing of proposed and existing single-tenant assets. Ms. Sweeney provides analytical support for various alternatives and financial structures governed by accounting, tax, regulatory, and other considerations important to the needs of corporate, institutional, and developer clients. Her work also includes assisting with the research and preparation of proposals and offering memoranda for use in the capital markets
In addition to her duties as Vice President for the Corporate Capital Markets, Ms. Sweeney is the technical expert on the upcoming changes to lease accounting for CCM as well as one of the experts within CBRE. Ms. Sweeney sits on the Financial Accounting Committee for the Equipment Leasing and Finance Association the country's premier leasing organization, and the Finance and Investment Committees for CREW Network at the national level. She is a frequent speaker on lease accounting, has written many articles and white papers, and has been widely quoted on the topic.
Ms. Sweeney has over 25 years of accounting experience and has worked in public accounting, as a corporate controller, and a financial manager. She received a Bachelor of Science degree in Accounting from Ohio State University and is a Certified Public Accountant.
EDUCATION
Ohio State BS in Accounting
PROFESSIONAL AFFILIATIONS
Equipment Leasing and Finance Association Financial Accounting Committee
CREW Finance and Investment Committees American Institute of Certified Public Accountants
CBRE Women's Network CBRE Lease Accounting Task Force
Shelly Tauer CLFP
SVP, EF Systems Product Group Manager
U.S. Bank
Rick Thompson
Director, Structuring & Transaction Management
Bank of America Global Leasing
Brian White
Manager, Financial Reporting & Consolidations
John Deere Financial
Jay Wilensky
Senior Vice President, Accounting & Finance
Sasser Family Companies
Jay Wilensky is Senior Vice President of Accounting & Finance for Chicago Freight Car Leasing Co, a subsidiary of Sasser Family Holdings. He is his first year as chairman of the financial accounting committee of the Equipment Leasing and Finance Association, an advocacy organization for the $1 trillion leasing industry.
He is also the founder of the Railcar Leasing Coalition, a consortium of companies in the railcar leasing industry he led to collaborate with the accounting firms and the FASB and IASB Boards on interpretation and development of best practices on leasing related accounting standards. Additionally, he has been chairman of the tax committee of the Railway Supply Institute for two separate terms. Accordingly, he has presented at many different industry conferences. He currently serves on the Transportation Executive Board and the Accounting Advisory Board of the Kelly School of Business at Indiana University.
He began his career in public accounting with KPMG, where he was a senior supervisor on audit engagements in a wide variety of industries. He is in his 37th year with the Sasser Companies and Chicago Freight Car Leasing Co, taking on increasing roles and responsibilities during his tenure leading up to his current position. He is a CPA, CGMA, and has been active in many professional organizations including the Illinois CPA Society, AICPA, and Institute of Managerial Accountants. He graduated from Indiana University - Bloomington, the Kelley School of Business earning a BS with a concentration in accounting.
Edmund Wong
Senior Director of Sales
Ivory Consulting Corporation
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