ELFA - Equipment Leasing and Finance Association - Equipping Business for Success

ELFA Equipment Management Conference & Exhibition

February 13 - February 15, 2022
Westin La Paloma Resort & Spa, Tucson, AZ

ELFA Equipment Management Conference & Exhibition

February 13 - February 15, 2022
Westin La Paloma Resort & Spa, Tucson, AZ

ELFA Equipment Management Conference & Exhibition

February 13 - February 15, 2022

Westin La Paloma Resort & Spa, Tucson, AZ



Serving Equipment Management Professionals for Over a Quarter of a Century

  • GREAT SESSIONS that bring you up-to-date on a variety of asset classes
  • FIRST CLASS EXHIBITION of equipment appraisers, remarketers, and others you need to meet
  • QUALIFIES FOR ASA Re-CERTIFICATION
  • UNMATCHED NETWORKING OPPORTUNITIES with your peers in the industry.

We are looking forward to a fantastic IN-PERSON conference this year! As always, ELFA is staying current with the health and safety guidelines of the conference area, Tucson, Arizona and with the guidelines of the conference host hotel. Currently, the conference will only be offered as an in-person event; however, ELFA is aware of the current climate and will address any movement to a hybrid conference offering as needed and as early as possible. Please read below for additional health and safety protocols for this event.

Exhibit Opportunities

An exhibition is held in conjunction with this conference. To receive more information about exhibiting, please contact Steve Wafalosky at 440-247-1060 or stevew@larichadv.com. Also, download the Exhibitor Prospectus below for more details, pricing and resources.

Sponsorship Opportunities

Sponsoring events and functions at ELFA meetings provides excellent exposure for your company. Contact Steve Wafalosky at 440-247-1060 or stevew@larichadv.com if you are interested in sponsoring any of the conference events.

Who Should Attend?

Equipment management professionals, including senior managers and their staff, equipment appraisers and remarketers and service providers to the industry.

Release and Assumption of Risk

As we continue taking important steps to provide for the health and safety of our attendees, we ask that you review our COVID-19 information, well-being protocols, and policies below. By registering for this event you agree to adhere to the below policies to sustain a healthy and safe environment for our attendees. It's important that we all respond responsibly and transparently to these health precautions. Any and all private health and personal data will be treated with confidentiality and sensitivity.

Because COVID-19 is extremely contagious and is spread mainly from person-to-person contact, Equipment Leasing and Finance Association (“ELFA”) has adopted preventative measures to reduce the spread of the COVID virus at its conferences and events in accordance with guidance published by the U.S. Centers for Disease Control and Prevention for events and gatherings, in coordination with event host properties. ELFA will comply with all applicable requirements imposed by state, provincial, and local health authorities for the locality in which the conference or event takes place. However, ELFA cannot guarantee that conference attendees will not become infected with COVID-19.

Individuals who fall within either of the categories listed below should not attend ELFA conferences or events:

  • Individuals who are experiencing, or within the 14 days prior to the conference or event have experienced, symptoms associated with COVID-19; or
  • Individuals who believe that they may have been exposed to a confirmed or suspected case of COVID-19 or have been diagnosed with COVID-19 and are not yet cleared as non-contagious by state or local public health authorities or the health care team responsible for their treatment.

Conference and event attendees should self-monitor for signs and symptoms of COVID-19 and are asked to contact ELFA at meetings@elfaonline.org if experiencing symptoms of COVID-19 within 14 days after participating in an ELFA conference or event.


Registration Fees

Price Description Amount
Additional Attendee - Member Company $1075.00
Attendee - Member Company $1195.00
Committee Member $600.00
First Time Additional Exhibitor - Member Company $1015.00
First Time Attendee- Member Company $1015.00
Non Member Company Attendee $2390.00
Non Member Spouse Companion $250.00
Speaker - Member $600.00
Speaker - Non Member $600.00
Spouse Companion $250.00

View cancellation and other policies

Conference Schedule & Networking Events

 

Session descriptions and speakers are all located in the conference schedule - Here!

Special Networking Events

Golf Tournament
Sunday, February 13th * 7:30 am - 2:30 pm
**Additional fees apply**

Join your fellow attendees on the links! Stunningly beautiful and equally challenging, this course offers a distinct experience you won’t soon forget. Follow in the footsteps of the PGA’s finest players and come see what all the talk is about.

 

Welcome Reception
Sunday, February 13th * 4:30 pm - Half Time

A great start to the conference and a wonderful opportunity to network with individuals from across the industry. Don’t miss the opening Welcome Reception in the exhibit hall.

 

Daily Breakfast
Monday and Tuesday, February 13th & 14th * 7:30 - 8:30 am

Breakfast is held on both Monday and Tuesday in the exhibit hall for all attendees.

   

Hosted Reception
Monday, February 14th * 5:30 - 7:00 pm

Join your fellow conference attendees for an evening reception in the exhibit hall before heading out to dinner on your own.

 

Closing Reception
Tuesday, February 15th * 6:00 - 8:00 pm

A perfect way to end your 2022 Conference - the Closing Reception Have some food and refreshments with your friends and wish everyone farewell, until next year!

Available Functions

Thursday - January 13
9:00 am - 1:00 pm
  Arizona-Sonora Desert Museum
$75.00
Sunday - February 13
  Opening Reception - Super Bowl LVI Watch Party!
4:00 pm - 5:00 pm
  Newcomer Reception
Monday - February 14
12:45 pm - 4:30 pm
  Off Site Tour
$35.00
Tuesday - February 15
6:00 pm - 9:00 pm
  Closing Reception

Speakers

Raffi Aharonian



Raffi has been with Rouse Services since 2012 and has responsibility for the Rouse Appraisals division. 
 
After years of operating as a family owned business, in December 2020 Rouse was wholly acquired by Ritchie Bros.  With that transaction, Rouse brings 100 years of service to the construction equipment and transportation industries and is widely recognized as the leader in current market values, estimated residual values, remarketing support, and fleet management analytics.
 
In 2020, Rouse's Appraisal division performed valuations of rental and dealer fleets in North America and the United Kingdom comprising over $45 billion of equipment - all in support of financial underwriting processes.
 
Mr. Aharonian has more than fifteen years of experience in asset valuation, development and management of proprietary databases, and financial statement auditing & analysis. 
 
His experience includes the oversight of over $45 billion of annual equipment appraisals and liquidation analyses across the United States, Canada, and the United Kingdom.  He regularly interfaces with key industry stakeholders (lenders, equipment owners, OEMs, private equity firms, audit firms, debt advisory groups, etc.) to provide support for valuations and to share regular, data-based market updates specific to the equipment industry.
 
 
 

Carl Chrappa A.S.A, M.R.I.C.S., I.F.A

Senior Managing Director
The Alta Group LLC


Carl C. Chrappa is Senior Managing Director - Asset Management Practice Leader of The Alta Group, LLC, headquartered in Clearwater, Florida. He is a registered auctioneer, recognized expert witness, and nationally (A.S.A.) as well as internationally (M.R.I.C.S.) tested and accredited senior equipment appraiser with over 45 years of experience.

Mr. Chrappa is uniquely qualified to author this article, since he actively trades in global equipment markets, and provides appraisals and equipment consulting services to companies throughout the world. He is also a member of the National Association for Business Economics (NABE), where he was elected to serve two-terms as Chair of the Association’s Industrial/ Manufacturing Roundtable. Since 2009 Mr. Chrappa has served as a panelist on the Federal Reserve Bank of Philadelphia’s - ‘Livingston Survey,’ which twice a year forecasts macroeconomic moves in the U.S. economy. He also serves on the Institute for Supply Management’s (ISM) monthly PMI survey panel.

He is Chair Emeritus and a founding member of The Equipment Leasing and Finance Association's Equipment Management Committee, also serves on the Board of Directors of the Secured Finance Network (fka CFA). He has served on the ELFA’s Service Providers Steering Committee, and is a past national technical director of the American Association of Cost Engineers. Mr. Chrappa received the ELFA’s Distinguished Service Award in 2010. In addition, he co-authored a book entitled A Leasing Company's Guide to Equipment Management and is the author of several columns devoted to equipment management as well as being a regular content provider to the ELFA's web-based ELFAonline.org. He has given numerous presentations at professional and trade association meetings and seminars throughout the United States, Europe and South America, and has been interviewed and quoted by such news media as The Wall Street Journal, the L.A. Business Times, TheStreet.com, CNBC MoneyLine, and NPR radio. Mr. Chrappa is a graduate of the University of Massachusetts at Amherst.

The Alta Group, LLC, 2451 McMullen Booth Road, Suite 305 - Clearwater, FL 33759
Phone: (727) 796-7733
Email: cchrappa@thealtagroup.com


Nicholas Coscia

Equipment Manager, Asset Management Americas CT&I
DLL


Nicholas Coscia is the Equipment Manager for De Lage Landen Financial Services (DLL), working in the Construction, Transportation & Industrial (CT&I) group.

Prior to joining DLL, Nick worked People's Capital & Leasing Corp as the VP, Asset Management. Prior to that, Nick worked for CoBank as an Asset Manager. Prior to CoBank, Nick spent 6 years at Terex Corporation working in Asset Management and Crane Sales. Nick started his career at GE Capital Corporation in 2002.

Lance Deng

VP, Mobility and Transportation
Plug Power Inc


Lance Deng joined Plug Power as Vice President, Mobility & New Markets Development in 2019, bringing global executive management experience in business development, marketing, and sales.

His most recent previous experience included multiple executive roles during seven years at a world-leading advanced propulsion Li-ion battery solutions provider - Microvast for electric commercial vehicles and grid-tie energy storage, including VP Business Development and VP Corporate Strategy. Mr. Deng has led teams to deliver multiple high-profile E-commercial vehicle projects globally and has successfully established operations in the US, UK, and Germany.


Michael DiCecco

Executive Managing Director, Huntington Asset Finance
Huntington Equipment Finance


Michael DiCecco is Executive Managing Director of Huntington Bank’s Asset Finance business which includes asset-based lending, equipment, technology & healthcare finance, vendor & inventory finance, public capital, renewable energy, premium finance, and lender finance. DiCecco, along with a group of colleagues, established Huntington’s equipment finance capabilities in 2001 after starting his career at Star Bank (nka US Bank) in 1988. Over the last 30 years DiCecco has earned increasing responsibilities in equipment finance and commercial banking, including leading Huntington’s commercial bank for Northeast Ohio from 2005-2008.

Active in the industry and community, DiCecco, has served on the Equipment Leasing & Finance Association’s Membership Committee, Financial Institutions Business Council, and from 2014-2017 served on the ELFA Board of Directors and Executive Committee. DiCecco rejoined the ELFA Board of Directors in 2018 and is currently Chair-Elect. Michael is also on the Cuyahoga County Regional Advisory Board for the Boys & Girls Club of Northeast Ohio and an active fundraiser for cancer research through Pelotonia.

DiCecco holds a Bachelor of Science with a concentration in Finance from the College of Mount St. Joseph, and he is a member of the Leadership Cleveland class of 2008. Michael lives in Avon Lake, Ohio with his wife Amy and has three children.

Daniel Fisher

Senior Vice President, Government & External Affairs
Associated Equipment Distributors


Daniel B. Fisher is Associated Equipment Distributors’ (AED) senior vice president of government and external affairs. In this role, Fisher directs the association’s Washington, D.C.-based office and manages all aspects of AED’s advocacy and political programs, including serving as the association’s chief lobbyist and Treasurer of AED PAC. Fisher also supervises the association’s Canadian public policy efforts. Additionally, he manages the association’s communications and marketing teams.

Prior to joining AED, Fisher was Senior Managing Associate at a boutique law firm, Obadal, Filler, MacLeod & Klein (OFMK). At OFMK, he represented trade association and corporate clients, including AED, before Congress and the administration on a range of public policy matters.

Fisher began his career on Capitol Hill, where he worked as a Senate Judiciary Committee counsel for Sen. Arlen Specter (Pa.). He was on the legal team that managed the confirmation of two U.S. Supreme Court Justices, led congressional investigations and handled a legislative portfolio that included litigation, products liability and medical malpractice reform issues.

Fisher received a Bachelor of Arts degree in political science and public policy studies, magna cum laude, from St. Mary’s College of Maryland and was captain of the varsity baseball team his junior and senior years. He also has a law degree from George Mason University’s Antonin Scalia Law School and is a member of the District of Columbia Bar Association.


Anthony Gordon ASA

Director of Asset Management and Remarketing
Farm Credit Leasing



Anthony Gordon is the Director of Asset Management & Remarket for CoBank - Farm Credit Leasing. Mr. Gordon is responsible for Asset Management and Remarketing functions at Farm Credit Leasing. He received his accredited Senior Appraiser designation from the American Society of Appraisers in 2011. Mr. Gordon was raised on a family farm and has over 30 years of agricultural equipment finance experience in various roles, including asset management, asset remarketing, credit underwriting, sales, foreclosure and portfolio management. Prior to joining Farm Credit Leasing in December  2017, Mr. Gordon spent a year at Heritage Bank NA, fifteen years at DLL Finance Food & Ag and fourteen years with Agricredit Acceptance Co. He studied finance at Drake University, Des Moines, IA and received a bachelor's degree in business administration from  Graceland University – Lamoni, IA.


Anthony Gordon ASA

Director of Asset Management and Remarketing
Farm Credit Leasing



Anthony Gordon is the Director of Asset Management & Remarket for CoBank - Farm Credit Leasing. Mr. Gordon is responsible for Asset Management and Remarketing functions at Farm Credit Leasing. He received his accredited Senior Appraiser designation from the American Society of Appraisers in 2011. Mr. Gordon was raised on a family farm and has over 30 years of agricultural equipment finance experience in various roles, including asset management, asset remarketing, credit underwriting, sales, foreclosure and portfolio management. Prior to joining Farm Credit Leasing in December  2017, Mr. Gordon spent a year at Heritage Bank NA, fifteen years at DLL Finance Food & Ag and fourteen years with Agricredit Acceptance Co. He studied finance at Drake University, Des Moines, IA and received a bachelor's degree in business administration from  Graceland University – Lamoni, IA.


Laura Grill

VP, Asset Management
Truist Equipment Finance Corp.



Thomas Hazelhurst

President
Machinery Management LLC


Tom Hazelhurst is President of Machinery Management LLC. Machinery Management LLC is a full-service asset management company offering remarketing, recovery coordination, warehousing, inspections, valuations, and consulting on a broad range of metal cutting and fabrication machinery.

Tom began his machine tool career in 1982. Over his career his experiences included directing an equipment remarketing company, buying and selling used equipment, new equipment sales management, and running a service department. He was a member of the Executive Committee and served on the Board of Directors of one of the largest machine tool distributors in the US.

Tom has been an active participant in the Equipment Management conference having presented several times in the past and spent 4 years on the Equipment Management Conference Committee. Tom holds a bachelor’s degree from Western Illinois University.


Robert Herb ASA

Head of Global Asset Management, Healthcare, Technology & Office Equipment
DLL


DLL is a global vendor finance company with more than EUR 30 billion in assets. Partnering with equipment manufacturers, dealers and distributors in more than 30 countries to support their distribution channels and help grow their businesses, DLL combines customer focus with deep industry knowledge to deliver sustainable solutions for the complete asset life cycle, including retail finance, commercial finance and used equipment finance. DLL is a wholly owned subsidiary of Rabobank Group.
 
In his role with DLL, Rob Herb manages a EUR 3 billion global portfolio of healthcare and clean technology assets, consulting with manufacturers on life cycle asset management (LCAM) initiatives, driving the adoption of refurbishment and redeployment plans for capital equipment, as well as transforming selling models from traditional ownership to usage and service based.
 
Rob received his Bachelor of Arts degree in Economics from Gettysburg College and his Masters of Business Administration from LaSalle University.

Casey Herschler


North American Marine Consultants, LLC


Casey M. Herschler joined North American Marine Consultants, LLC in 2011 as a marine surveyor and since been involved in numerous marine consulting and appraisal projects for customers including Bank of America, BB&T Equipment Finance, Crowley Marine, The Dutra Group, Signet Maritime, SunTrust, Wells Fargo, PNC Bank, People’s Capital, Firth Third Leasing, Regions Equipment Finance, AIG Financial, and many more clients in the financial, insurance and private sectors.

Mr. Herschler concurrently works with Canton Marine Towing Company, a small regional towing company on the Mid-Mississippi River where he is involved in government regulations and relations. Mr. Herschler was previously employed at, Inc. as the Director of Engineer at SCF Marine and prior to that as an Architect with Clayco Construction in St. Louis, MO.

Mr. Herschler holds a Bachelor of Science in Architecture from Southern Illinois University. He is a candidate member of the American Society of Appraisers (ASA). Mr. Herschler is a licensed mariner holding a Master of Steam and Motor Vessels and Master of Towing Vessel licenses upon Western Rivers and is also Co-Chairman of River Industry Action Committee.


Kenneth Heyse A.S.A.

Managing Director
Plastics One Asset Advisors, LLC


Ken Heyse is the Managing Director of Plastics One Asset Advisors, LLC.

Since 1987, Mr. Heyse has been actively involved in all phases of the Plastics Machinery Industry including appraising, processing machinery manufacturing, sales, and distribution.

Plastics One has been one of the country's foremost Asset Advisors for Plastics Processing Machinery for over 30 years, actively working with the Leasing and Finance community providing appraisals, lease residual guidance, work out and liquidation assistance, and published Industry updates.

Among Ken's Career Highlights:
* Served as VP and General Manager for several top Plastics Industry Original Equipment Manufacturers.
* Actively Marketing, re-marketing, and liquidating Plastics Industry Capital Assets since 1989
* Active Guest Speaker and Contributing Member to the Society of Plastics Engineers, American Society of Appraisers, and the Equipment Leasing and Finance Association
* Published Author in the American Society of Appraisers MTS Journal and Injection World Magazine on the Plastics Injection Molding Resale Market
* Contributing as technical advisor on hundreds of valuation projects involving the Plastics Industry.

PROFESSIONAL:
* Member Society Plastics Engineers (SPE)
* Member Society Plastics Industry (SPI)
* SPI committee chair- Robotics
* ASA Accredited Senior Appraiser
* Extensive Cross Industry knowledge of all types of Plastics Processing Machinery

Kenneth M. Heyse, A.S.A.
Managing Director
Plastics One Asset Advisors, LLC
151 Ella Grasso Ave
Torrington, CT 06790
PH: 203-265-1193
FAX: 203-284-8243
kmh@plasticsone.com

Philip Houser

Director, Asset Management
First Citizens Bank Equipment Finance


Phil Houser is an accomplished, effective, and performance-driven leader with 30+ years of equipment finance success in Global Asset Management, Business Development, and Operations Management. Phil has extensive achievement in creating, motivating, and leading high-performing teams within the Banking, Captive Finance, and Independent Finance industries.

Phil is a Senior strategic leader with global expertise in delivering transformational and systematic change initiatives, and broad experience in starting, building, and restructuring cross-functional teams while driving organizational efficiency and effectiveness. Phil is highly regarded for building relationships and fostering a culture of collaboration to drive results.

Areas of expertise; Dynamic Team Leadership, Talent Acquisition and Team Building, Performance Developing and Elevating, Business Development, and Efficiency and Effectiveness.


Elizabeth Jaramillo

SVP - Asset Management
Key Equipment Finance


Vice President of Asset Management and New Business Support for Key Equipment Finance. In this role, Jaramillo is responsible for transaction workflow, which includes managing a team of new business support analysts that provide asset and transaction support to internal teams.

Prior to her current position, Jaramillo served as lead equipment and portfolio analyst at Key Equipment Finance, a position she held for six years. She began her career as a program administrator at Leasetec Corporation, which was acquired by KeyCorp in 1997, and has held positions of increasing responsibility within the company for more than 20 years.

Jaramillo received her bachelor’s degree from the University of Wisconsin-Madison. She also received a certification in renewable and sustainable energy from the University of Colorado, Boulder in 2010.


Jim Johnson

Concierge, Business Development
ITAD Solutions


Jim Johnson
Concierge
ITAD services and new equipment Sales
TelAdvance, LLC

TelAdvance is a leading provider of IT Asset Management Solutions for businesses across the nation. Technology manufacturers and downstream distributors trust Teladvance to handle their asset recovery processes and logistical needs. Teladvance specializes in value-recovery for any device at the end of its useful lifecycle - securely destroying data, strategically refurbishing and reselling assets and returning maximum value to their clients.

With TelAdvance, Jim works directly with end users to design an ITAD (IT Asset Disposition) program that is unique to each customer. Jim capitalized upon his entrepreneurial experience to negotiate premier partnerships between TelAdvance and HP, Lenovo & Dell to name a few. TelAdvance can now sell / lease new equipment at the same major national account pricing as other retailers. TelAdvance can handle a company’s IT hardware needs safely & securely from “cradle to grave.” With the increase in the number of employees working remotely, Jim designed a program to simplify the logistics for an entire IT department, becoming a one stop shop for them. TelAdvance can image, ship and expedite the return of equipment due to break-fix; an employee resignation or refreshing & disposition of end of lease returns.

Jim has spent over 30 years in leasing and the upcycling of various products. Jim started his career selling copiers with Lanier and Konica Minolta. He leased office furniture in his time with Haworth and after the dot.com explosion at the turn of the century and later all the dot.bombs. Jim then started his own company, Just As Modular, scooping up the furniture as these companies went out of business and began reselling, leasing as well as securing inventories to sell as companies updated their facilities. During this time, he built out Dave Ramsey’s Financial Peace University in Nashville, as well as several projects for Mark Cuban and his HDTV production company in Dallas, TX. In 2017 he joined the world of ITAD.

Jim’s undergraduate degree is from the University of Texas at Arlington, in Education. He has a Master’s Degree from the University of Mississippi (Ole Miss) in Recreation, Education & Sports Administration. Jim spent 2 years as an advisor for Academics and Compliance for the Athletic Department at Ole Miss. Jim’s passion is officiating High School varsity basketball in the DFW metroplex. He is president of the North Texas Basketball Officiating Association that has over 500 officials in its ranks and covers over 120 varsity programs across North Texas.


Mark Keith

Global Head of Business Development & Service
Nikola Motor


Mark brings with him extensive technical, sales, customer support, and global energy experience. He spent 22 years at Solar Turbines, a division of Caterpillar Inc., where he held a broad range of engineering, project management, operations, construction, sales, and leadership positions. As an executive, he served four years as Solar’s Vice President of Customer Service and two years as the Vice President of Oil and Gas as well as acting as the company’s Sustainability Champion. Mark's experience also includes international assignments in Asia and Europe. Prior to joining Solar, Mark worked for American Airlines for 6 years as both an aircraft and turbine engineer. Mark holds a Bachelor of Science degree in Aerospace Engineering from Texas A&M University and has completed executive education programs through Thunderbird School of Global Management and Stanford University Graduate School of Business.


Marc Knauff

Shipping Manager/Salesman
Transamerican Equipment Corp.



Kelly Lane

Senior Managing Director, Head of Asset Management
Ansley Park Capital


Kelly Lane is Senior Managing Director, Head of Asset Management and is part of the Ansley Park Capital leadership team. He is a seasoned leader in the industry with over 25 years of experience in equipment trading, appraisals, leasing, and portfolio valuation. Mr. Lane leads the Asset Management Group at Ansley Park, which is responsible for asset valuation, residual risk, appraisal review, remarketing, and portfolio oversight. The group has a primary focus on air, marine, transportation, manufacturing, oil & gas, mining, construction, infrastructure, alternative energy, and other large ticket transactions. Prior to joining the Ansley Park team, Kelly worked at Bci Capital, Signature Financial, Santander Equipment Finance, CIT Equipment Finance, Somerset Capital Group and nearly 10 years at GE Commercial Equipment Finance. Mr. Lane is a graduate of Western Connecticut State University, currently serves on the ELFA Equipment Management Committee, is a member of the American Society of Appraisers, and received his Green Belt Certification while at GE. Kelly also serves on the Board of Directors for Candlewood Shores Tax District in Brookfield, CT, where he lives with his daughter.

David Lee

VP of Sales, Global Workboat VTR
Abb Financial Services



Daniel Levin

President
Liventus, Inc.



Harold Marshall

VP Business Development
Clean Energy Associates


Casey Marshall, Vice President of Business Development


Based in Encinitas, CA, Mr. Marshall leads United States Business Development for Clean Energy Associates’ Strategic Clients and has over 20 years of energy and renewable energy experience. During his tenure at CEA, Mr. Marshall has closed hundreds of engagements representing over 20 GW of solar and billions of dollars in project value. Mr. Marshall’s clients include developers, independent power producers, Fortune 10 corporates, EPCs, utilities, hedge funds, family offices, and financial institutions. Transaction subject matter includes: energy transition strategy, renewable energy project risk mitigation, financing, engineering, strategic procurement, market intelligence, technical due diligence, and project development strategy.

Previously, Mr. Marshall Co-Founded and operated a solar canopy design-build firm, growing the company from virtually zero revenue to a multimillion-dollar business in under three years with zero external investment. Mr. Marshall served as the Chief Operating Officer and Director of Meridian Solar, at the time, the leading photovoltaic installation firm in Texas.

Mr. Marshall has been an officer in 4 different cleantech start-ups and worked for 7 years at 2 different Fortune 100 professional services firms (JP Morgan and Deloitte). Mr. Marshall holds a bachelor’s degree from Duke University in Environmental Science & Policy and an MBA from Northwestern University’s Kellogg Graduate School of Management.

Mr. Marshall serves on the Board of directors of 5Gyres.org, a non-profit dedicated to solving the challenge of ocean plastic pollution and leads a gathering of like-minded entrepreneurs called the “Rolling Rocks”, now in its 15th year.

Patrick Mazzanti

President
Railroad Appraisal Associates


Pat Mazzanti is president of Railroad Appraisal Associates, the management consulting division of The Occor Company, specializing in the railroad industry, serving operators, suppliers and financial service companies.  Railroad Appraisal Associates is the oldest railroad specific appraisal business in the United States and was founded in 1976. Areas of expertise include railroad and locomotive appraisals, inspections, equipment remanufacture and general management consulting services.  Prior to Railroad Appraisal Associates, Pat spent 18 years with Deutsche Financial Services a unit of Deutsche Bank, with the last 7 as Head of Railroad Finance.  

 

Pat earned a MBA in Business Economics from Lake Forest Graduate School of Management in Lake Forest, Illinois, as well as a BS in Economics and Finance from Canisius College in Buffalo, New York. Pat is currently a member of the Midwest Association of Rail Shippers, Equipment Appraisers Association of North America, and is a Certified Senior Appraiser. Pat resides in Spring Grove, Illinois with his wife and 2 children where he is active in the community as an elected village trustee.


Donald McGill ASA

Vice President, Senior Asset Manager
Fifth Third Bank, National Association


Don began his career at PNC Bank, Mellon Bank and has continued his career with Fifth Third Bank since 1998. He graduated from the University of Pittsburgh with dual majors in Finance and Management. His focus on aircraft started at Mellon Bank as an Asset Manager and then quickly revolved into becoming Fifth Third’s expert in all things aircraft. Don has been an Accredited Senior Appraiser with the ASA since 2005. He is a member of NAFA. Don is a native of Pittsburgh and currently resides in Cincinnati, Ohio with his wife and their three children.


Robert Mercogliano

SVP, Head of Asset Management
PEAC Solutions


Robert Mercogliano
Strategic Account Manager - Financial Services
bidadoo Inc.

Bob is currently the Strategic Account Manager for Financial Services at bidadoo auction services. Bob has 30 years of Asset Management experience with expertise in managing, evaluating, and selling transportation, construction, industrial, manufacturing, technology, and healthcare assets.

Bob has held several positions during his career in Leasing and Finance as Head of Asset Management, Pricing, and Portfolio Management. Prior to joining bidadoo in 2020, Bob worked as the Managing Director, Head of Asset Management for SunTrust. He was also the Global Head of Asset Management for the Project Structured Finance Group of Siemens Financial Services for 18 years. He currently sits on and is a former chairman of the Equipment Leasing and Finance Association’s Asset Management Committee.

Education - Bob received a B.S. in International Business Management from Fairleigh Dickinson University.

bidadoo is the largest and most trusted online auction service on the world’s largest auction marketplace, eBay. With eBay’s 150+ million active buyers around the globe, bidadoo provides equipment sellers access to the world’s largest online auction marketplace, with its long-term partnership with eBay. bidadoo provides professional remarketing for used construction equipment, rental and municipal fleets, trucks, and other capital assets to many of the world’s largest equipment and fleet companies.

James Merz

SVP - Head of Equipment Management
Fifth Third Bank, National Association



Gregory Meyer

CFO/CIO
Asset Compliant Solutions (ACS)



Thomas Monroe Jr

SVP, ATEL Equipment Services
ATEL Capital Group


Thomas P. Monroe, Jr. joined ATEL as a portfolio manager in the asset management department. In 2004, Mr. Monroe was named Senior Vice President of ATEL Equipment Services. In this function, Mr. Monroe manages ATEL's asset management department, which is responsible for residual valuation, due diligence, equipment inspections and negotiating renewal and remarketing for ATEL's portfolio. Prior to joining ATEL, Mr. Monroe was employed by GE Capital for 6 years as a portfolio manager in the computer leasing division. Mr. Monroe holds a Bachelor of Arts from the University of California, Berkeley, and an M.B.A. from the University of Notre Dame.


Riley Nemeth

Senior Asset Manager
Wintrust Commercial Finance


Riley Nemeth is a Senior Asset Manager for Wintrust Commercial Finance. In this position he is involved in all aspects of the asset management role.

Prior to joining WCF in 2017, Riley worked for United leasing & Finance in a similar role. He also worked for Ritchie Bros Auctioneers as a territory manager responsible for consigning equipment. He has also previously had a CDL and worked in construction up through college.

Jerilyn Nicholsen

Managing Director, Business Development
Pathward Commercial Finance



Alex Ohanessian

VP of Asset Management -IMH
Insight Investments, LLC


Alex Ohanessian is a Vice President of Asset Management for Insight Investments, working in the Insight Material Handling (IMH) division. Alex provides front end valuation as well as managing end of lease dispositions and remarketing.

Prior to joining Insight Investments, Alex worked for CIT Bank as a VP of Asset Management as well as for ATEL Capital as the Senior Portfolio Manager. Alex began his career with Wells Fargo, reviewing loans and leases for the CMBS group.


Andrew Pace

Chief Client Experience Officer
Asset Compliant Solutions (ACS)



Ralph Petta



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.

Jane Rethmeier

CEO
Harbor Capital Leasing, Inc.


Ms. Rethmeier has been with Harbor Capital since the company's inception in 2000, as Mishawaka Leasing, and has over 30 years of leasing experience with a focus on asset management, remarketing, tax and lease accounting.  Prior to joining Harbor Mishawaka, Jane was with Capital Associates International, Inc. where she was responsible for establishing residual values and end of lease activities.


Thomas Rickards

Equipment Portfolio Manager, HC Americas
DLL



Scott Rogers

Founder & CEO
Amjet Aviation Company


Scott Rogers at Amjet Aviation is highly regarded by his clients and peers for expertise in all aspects of aircraft marketing & sales and ownership advisory. His knowledge has been developed through more than 40 years and 800 aircraft transactions. His ultimate goal is to help clients own the right aircraft at the right price. Therefore he takes a holistic approach to how clients buy, sell, and own aircraft. Consequently, he helps clients create an Aircraft Ownership Plan founded on the total cost of ownership over the aircraft ownership life cycle. He is proud of founding his company in 1976 while earning a degree in Business Administration at Mississippi State University and later completing his Masters in Business Administration. Additionally, he obtained a Commercial Pilots Certificate, logging over 6000 flight hours as a commercial pilot in command.


Joseph Santora ASA

President
Irontrax


Joseph Santora has spent the last 21 years building Irontrax into a reputable partner for financial institutions, equipment managers and construction professionals who seek accurate valuation and sales of machinery and equipment.  His deep relationships in the market, coupled with his true third-party viewpoint, have yielded consistent spot-on valuations for clients.


 
Irontrax specializes in asset management; consulting, appraisal, and the remarketing of bank-owned construction, transportation, and mining equipment.  Irontrax also consults for lease-end negotiations, workouts, and litigations. Irontrax has entered into Master Services Agreements with many of the major financial institutions.


 
Joe walked in the shoes of his clients, prior to establishing Irontrax.  He was an Asset Manager at First Merit Bank (Akron, Ohio) where he established bank policy for the Equipment & Leasing & Finance Division and instituted the use of an approved appraiser list.  In addition, he has held roles with Ritchie Bros. Auctioneers, the world’s largest auctioneer of unused and used heavy equipment and trucks, and Insight Auctioneers (Sebring, Florida).


 
Well-known throughout the industry, Joe has been published in several financial and construction trade publications and has served on numerous committees for the Ohio Contractors Association. He currently is a member of the American Society of Appraiser’s International MTS (Machinery & Technical Specialties Discipline) Committee, which establishes appraisal policies, standards and education on an international level.  Joe is also the Founder/Chairman of American Society of Appraisers Annual Equipment Valuation Conference.


 
Joe often presents at the American Society of Appraiser

Kevin Sensenbrenner ASA

SVP/Senior Managing Director, Head of Asset Management
Stonebriar Commercial Finance


Kevin Sensenbrenner is SVP and Senior Managing Director of Asset Management, with direct management responsibility for all asset valuation, lease portfolio management, and remarketing activities.

Kevin began his career in 1998 as a commercial and industrial machinery and equipment (M&E) and real estate appraiser with AccuVal Associates. He was responsible for Co-Managing AccuVal's M&E appraisal practice. At AccuVal, Kevin gained extensive experience appraising domestic and international large industrial/manufacturing facilities, such as: steel and paper mills, metal fabrication and automotive assembly plants, chemical/petroleum processing plants, carpet manufacturers, food processing facilities, printing operations, and energy related assets.

Sensenbrenner began his Asset Management career at AIG Commercial Equipment Finance (AIG CAF) in 2006 as Vice President and Senior Asset Manager. His responsibilities increased successively and ultimately included all asset management functions for AIG Investments and AIG CAF portfolios. At AIG, Kevin valued and managed a diverse portfolio, with assets in manufacturing, transportation, oil and gas, mining, construction, marine, rail, and technology industries, as well as real estate assets.

Prior to joining SCF in 2015, Mr. Sensenbrenner led an equipment management valuation team overseeing Wells Fargo Equipment Finances $29.5 billion portfolio, with responsibility for commercial bank, corporate bank, capital markets, marine, energy, and rail business verticals.

Kevin is a Senior ASA appraiser and has served as an ELFA Equipment Management Committee member since 2007.

John Silvia Ph.D.

CEO and Founder
Dynamic Economic Strategy


An investment professional with over thirty years of experience as Chief Economist to a bank, U.S. Senate Banking Committee and private investment management company. Expertise in the analysis of financial markets and macroeconomic trends with experience in the application of economic forecasting and analysis in a framework of corporate investment strategy. Strengths include the ability to analyze and simplify complex economic trends and then articulate these to non-economists such as investment professionals, sales & trading personnel as well as public clients.

Sought after speaker on CNBC, Bloomberg, Fox Business (to name a few) as well as in forums such as The Federal Reserve Bank of Richmond, National Investor Relations Institute and the Association for University Business and Economic Research.


Douglas Simon

Senior Vice President, Head of Equipment Management
M&T Bank Corporation


Douglas A. Simon is Senior Vice President, Head of Equipment Management at M&T Bank Commercial Equipment Finance Division. Mr. Simon manages M&T’s Equipment Management Group, which is responsible for residual setting and asset valuations, equipment inspections and appraisals, remarketing and portfolio reporting. Before joining M&T in 2015, Mr. Simon spent 9 years at Banc of America Leasing on the Valuation Team within the Equipment Management Group. Prior experience included equipment management roles at ATEL Capital Group, American Express Equipment Finance and TAL Financial Corporation. Mr. Simon holds a B.S. in Business Administration from Northeastern University and currently serves on the Equipment Leasing and Finance Association’s Equipment Management Committee.

Micheal Smith

President & CEO
RTR Services, Inc.


For over 35 years, Mike has been active in the Leasing and Financial industry.  Since 1996 he has been the President and CEO of RTR Services, Inc. the leading national asset management firm specializing in Appraisals, Repossessions, Remarketing and Inspection Services. Mike along with the rest of the RTR Staff are a dependable resource for banks, leasing companies and attorneys across the nation, helping them to determine their equipment’s value and the development and implementation of sound asset management principles.  
 
Mike currently serves on the Equipment Leasing and Financing Association (ELFA) Equipment Management Committee. He served on the ELFA Credit and Collection Committee from 2010-2012. Mike presently serves on the board of RSA as finance committee chair. In addition to his committee work, Mike / RTR are also members of the National Equipment Finance Association (NEFA), the American Association of Commercial Finance Brokers (AACFB), the Chamber of Commerce, and the National Auction Association (NAA).

Daryl Theis


CLAAS Global


Daryl Theis is the Head of Marketing for CLAAS of America. Daryl has an extensive background in strategic marketing within the agricultural sector. His last several years were spent with BASF Crop Protection, where he took on expanding roles in Product and Senior Market Management. In his latest position, he led a cross-functional team that increased BASF’s U.S. Corn & Soybean Business. Daryl also worked for ELANCO Animal Health — a division of Eli Lilly & Co. — taking on a number of progressive sales and account management roles, including several years leading their global initiatives.
Daryl grew up on a diversified farming operation in Northeast Iowa and has an extensive farming background as well.
Daryl holds a Bachelor of Science degree in agriculture systems technology from Iowa State University in Ames; a Master of Science degree in agricultural economics from Purdue University, West Layfayette, Ind.; and a Master of Business Administration from Indiana University’s Kelly School of Business, Bloomington, Ind.


Keith Weber

Executive Vice President
North American Marine Consultants, LLC


Keith J. Weber co-founded North American Marine Consultants, LLC to fulfill an industry need for knowledge-based marine surveying, professional appraisal analyses and brokerage of inland and ocean-going marine assets.

Since establishing North American Marine Consultants in 2009, Mr. Weber has authored appraisals for customers including Bank of America, BB&T Equipment Finance, Crowley Marine, The Dutra Group, Signet Maritime, SunTrust, Wells Fargo, PNC Bank, People’s Capital, Firth Third Leasing, Regions Equipment Finance, AIG Financial, and many more clients in the financial, insurance and private sectors.

Mr. Weber was previously employed at Merrill Marine Services, Inc. as the Director of Appraisal Operations. Prior to that, he worked as Senior Vice President and Chief Financial Officer at ADVANSWERS (a $500 million, multi-state division of Omnicom), and Vice President and Finance Director at D’Arcy Masius Benton & Bowles, Inc.

Mr. Weber holds a Bachelor of Arts degree in Finance from Washington and Jefferson College, and a Masters in Business Administration from Washington University. He is an accredited member of the American Society of Appraisers (ASA), and a member of Financial Executives International and Financial Executives Networking Group.


Wade Whitenburg

Strategic Accounts: Finance & Insolvency Management
Ritchie Bros.


Wade W. Whitenburg is a Strategic Accounts Manager with Ritchie Bros. specializing in asset management, valuation and remarketing for finance, banking and insolvency management companies.  Since joining the company in January of 2001, he has been responsible for building and maintaining customer relationships with financial organizations of all sizes throughout the U.S.  
 
Wade provides market analysis and CMV guidance for the general equipment industry as well as for specific equipment fleet and asset portfolio managers based on real time data and market awareness.  He also plays an essential role in the development and delivery of the Equipment Valuation Workshops which Ritchie Bros. hosts for equipment finance professionals across in the U.S. and Canada.
 
Before his tenure with Ritchie Bros. Auctioneers, Wade held several positions for various companies within the general equipment industry.  His wide-ranging background includes sales, marketing, financing and corporate training.  He and his family reside in Cypress, Texas.
 
Wade holds a Bachelor of Science degree in Geology with a second major in Business Administration from Stephen F. Austin State University in Nacogdoches, TX.

Joseph Zulueta

President & CEO
Aeronautical Systems


Joe is a highly sought-after speaker, lecturer, consultant, and author of aviation technical and appraisal reports, at all levels of technical valuation inspections in the current, retrospective, and residual (future) value appraising of aircraft assets.

Aeronautical Systems, headquartered in Miami Lakes, Florida, has been serving the aviation industry worldwide since 1986, providing aviation expertise in valuations and surveys performed on corporate jet and turboprop aircraft.

He is an accredited senior aircraft appraiser designated by the American Society of Appraisers and has been an independent aircraft appraiser and surveyor since the early 1990s. A licensed U.S. pilot having completed numerous graduate courses within the aviation and appraisal disciplines.


Sponsors

Hotel Information
The 2022 Equipment Management Conference and Exhibition will be held at the Westin La Palmoa Resort & Spa, 3800 E Sunrise Dr., Tucson, AZ. A special conference rate of $219 plus tax and a $10 per night resort fee, is offered to attendees. The discounted room rate is available until EITHER the room block sells out OR the discounted rate expires on January 26, 2022. Check in time is 4:00 pm and check-out time is 11:00 am.

Hotel Reservations
We strongly encourage you to make your hotel reservations online and as early as possible. Please use this link: www.marriott.com/event-reservations/ELFA to make your hotel reservations.

REMEMBER The discounted room rate is available until EITHER the room block sells out OR the discounted rate expires on January 26, 2022. Reservations made after this date are based on hotel availability and may be at a higher rate.

The Westin La Paloma Resort & Spa provides a refreshing retreat any time of year. The AAA Four-Diamond hotel in the middle of the Sonoran Desert. With staggering views of the Santa Catalina Mountains, activate your sense of adventure with a stroll through Sabino Canyon. Learn about local wildlife at one of our many museums or enjoy shopping nearby La Encantada. The resort balances activity with leisure, offering dynamic work spaces at our full-service business center and five outdoor pools with cabanas, chaise lounge chairs and shimmering waterfalls.

Getting There
The Westin La Paloma Resort & Spa in Tucson is located 16 miles from Tucson International Airport (TUS). The estimated taxi fare is $50 (one way) and all ride-share programs are available at the airport arrivals area.

Parking
Parking is available at the hotel. Self-parking is complimentary and overnight valet parking is $25 per night.

Things To Do:
For a complete list of local area attractions, please visit: Local Area Attractions.

Dining
The hotel offers a number of dining options, for a list of restaurants within the hotel and links to make reservations, please Click Here

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Westin La Paloma Resort & Spa

Tucson, AZ

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