Lease and Finance Accountants Conference : ELFA

Lease and Finance Accountants Conference

September 12 - September 14, 2022

Sheraton New Orleans Hotel, New Orleans, LA

The Premier Event for Leasing and Finance Accounting Professionals

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.

Don’t Miss this Fantastic Conference! Register Today!

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 . 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.

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
1st Attendee from Member Company	$1225.00
Additional Attendee - Member	$1210.00
Additional Exhibitor - Member	$1210.00
Attendee - Non Member (All)	$2515.00
Committee - Member	$610.00
First Time Attending This Conference(Members Only)	$1075.00
Speaker - Member (Attending Entire Conference)	$610.00
Speaker - Non Member (Attending Entire Conference)	$610.00
Spouse/Companion of Non Member	$200.00

View cancellation and other policies

Conference Schedule & Networking Events

Session descriptions and speakers are located in the conference schedule - Download Conference Schedule Here

Special Networking Events
New Orleans Ghostly Legends Walking Tour
Sunday, September 11th * 6:00 - 8:00 pm

Are you arriving Sunday evening and looking for something to do in fantastic New Orleans? Well, let’s meet in the hotel lobby and enjoy a walking tour of the French Quarter and its infamous ghostly legends! This tour combines some of New Orleans haunted locations with the city’s history and its people. Hear the stories of murders and crimes of passion of Old New Orleans. $30 additional fee to attend. Approximately 2 miles will be covered on a walking tour during this event.

Newcomers Reception
Monday, September 12th * 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 12th and Tuesday, September 13th

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.

Exhibit Area
Monday, September 12th - Wednesday, September 14th

A fantastic group of exhibiting companies will be joining the conference. Our exhibit area for the two conferences is directly outside the main ballroom space and creates an intimate experience for both exhibitors and attendees. Receptions and beverage breaks will be held in the exhibit area, so take some time to visit with this great group of companies supporting the conference.

5K Fun Run
Tuesday, September 13th * 6:00 - 8:00 am
(pre-registration requested) Start your day with a little exercise and see some sights in New Orleans! Join your colleagues for a 5K Fun Run before your full conference day begins. No additional fee to participate.

People Power Breakfast
Wednesday, September 14th * 7:00 - 8:00 am
(pre-registration required)
This event is open to all interested in improving diversity in the leasing industry. We hope that means everyone! We will discuss mentoring, hiring strategies, workplace initiatives and much more in an interactive, informal session. No additional fee for conference registrants; however, we do ask that all participants register for this event through the online conference registration. Space is limited.

Available Functions

Sunday - September 11
6:00 pm - 8:00 pm
	Historic Ghost Tour	$30.00
Monday - September 12
10:00 am - 12:00 pm
	CFO Roundtable Session Leaders: Shawn H. Mamta Shori
10:00 am - 12:00 pm
	Introduction to Leasing and Finance Industry Workshop Session Leaders: Amie Sweeney Rod Hurd Jennifer Stembridge 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.
	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.
5:00 pm - 5:45 pm
	New Attendees Reception
Tuesday - September 13
6:00 am - 7:30 am
	5K Fun Run Start the day with a little exercise and join your colleagues for a 5K fun run.
Wednesday - September 14
7:00 am - 8:00 am
	People Power Breakfast

Speakers

Anirban Basak

CEO
FortifID Inc.

Fellow at MIT Connection Science and a retail financial services expert, Anirban has built the world’s first zero-emission of raw data platform FortifID (www.fortifid.com) to facilitate privacy first customer onboarding and validation for financial institutions, crypto exchanges and property management companies.

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.

Brian Brandenburg

Director - Accounting Advisory Services
KPMG LLP

Gary Buesser

Board Member
Financial Accounting Standards Board

Gary R. Buesser joined the Financial Accounting Standards Board (FASB) on July 1,
2018. His first term concludes June 30, 2023, and he is eligible for reappointment to a
second term.
Mr. Buesser was a portfolio manager/research analyst for 30 years, including at Lazard
Asset Management from 2000 to 2018. A director/research analyst at the firm
beginning in 2009, he worked as an accounting analyst to improve the firm’s global
investment professionals’ understanding of accounting standards to enable them to
make better-informed investment decisions. From 2000 to 2009, Mr. Buesser was a
portfolio manager/research analyst on the U.S. Strategic Equity and U.S. Mid-Cap
product teams.
Prior to Lazard, he served as a portfolio manager at the Evergreen Funds, SG Cowen
Asset Management, and Shearson Lehman Hutton Asset Management.
Mr. Buesser previously served on the FAF’s Financial Accounting Standards Advisory
Council. From 2010 to 2013, he served on the FASB’s Investor Advisory Committee,
including as co-chair from 2012 to 2013. Mr. Buesser has also participated in
numerous FASB investor outreach projects.
Mr. Buesser is a CFA® charterholder and a member of the CFA Society New York. He
earned his master of business administration/finance from the College of William and
Mary and a bachelor of science in economics from St. Peter’s College.

Kyle Elken

Controller
DLL

Kyle Elken

Controller, U.S.

DLL Financial Solutions Partner

Kyle is the U.S Controller for DLL. In this role, he oversees a team of thirty professionals handling the company’s Accounting, Data, Governance, Accounts Payable, Regulatory and Financial Reporting in accordance with IFRS and U.S. GAAP. Prior to joining DCC in 2014, Kyle was Vice President of Technical Accounting for a publicity traded commercial mortgage lender for 5 years and also worked for GE Capital businesses for 8 years. Kyle is a certified public accountant (inactive), and he serves as a member of ELFA’s Lease Accounting Committee.

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.

Rodney Hurd

Chief Financial Officer
Bridgeway Capital Advisors

Mr. Hurd is the Chief Financial Officer of Bridgeway Capital Advisors, Inc. ("BCA"), a privately held firm offering capital raising and asset management services to vendors, lessors and lessees, principally involving water treatment, oil re-refining and materials processing equipment subject to service contracts. Mr. Hurd has responsibility for pricing; financial analysis, operations, tax and financial reporting. He serves as the firm's representative to the Equipment Leasing and Finance Association's Accounting Committee. He frequently authors articles on leasing issues.

Before joining BCA, Mr. Hurd held various senior finance positions, including 17 years with Bank of America Leasing and Capital Group ("BALCG"). Before joining BALCG, he served as the controller for a venture capital firm and several leasing companies, principally privately held firms engaged in structured lease financings, asset management, and joint ventures.

Mr. Hurd has served as a consultant for Financial Services Volunteer Corps in connection with leasing projects in Russia, Morocco, and Egypt.

Mr. Hurd obtained his C.P.A. certificate while employed as an auditor and small business consultant at Deloitte, San Francisco, California.

He holds an M.B.A. in Accounting from Golden Gate University, where he is also a Distinguished Adjunct Professor and teaches research & communications courses. He holds a B.A. in History from Santa Clara University, Santa Clara, California.

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.

Gary Kabureck

Retired Board Member, IASB Former Corporate VP and Chief Accounting Officer
Xerox Corporation

Mr. Kabureck became a board member of the IASB in April 2013 after a long career at Xerox Corporation where he was a Corporate Vice President and served as Chief Accounting Officer from 2001. Mr. Kabureck held various senior finance and accounting positions at Xerox, beginning in 1985. He began his professional career at PricewaterhouseCoopers in 1975.

Mr. Kabureck is recognized as a leader in the accounting profession worldwide and he has been an active member of FEI since 1997. From 2006 through 2013, he participated in FEI’s Committee on Corporate Reporting and for many years led the liaison between the FASB and the FEI regarding technical matters. Mr. Kabureck has served on a range of other advisory boards, including those of the Public Company Accounting Oversight Board (PCAOB) and on the Financial Accounting Standards Advisory Council to the FASB.

He graduated from the University of Bridgeport, where he earned Bachelors of Science and Masters of Business Administration degrees. He is a Certified Public Accountant, a charter CGMA holder and in 2008 was inducted into the American Institute of Certified Public Accountants’ Hall of Fame. In 2012 Treasury & Risk Magazine named him one of the 100 most influential people in finance.

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.

Andrew Landers

Head of Pricing
Citizens Asset Finance, a division of Citizens Bank, N.A.

Max Le Merle

Technical Staff
International Sustainability Standards Board

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.

Herbert Lohmann

Global Leasing Controller - HFS
Healthcare Financial Services, GE Healthcare

Kristi Marks

MDP Audit & Assurance Senior Manager
Deloitte

Kristi is a Senior Manager in Deloitte’s National Office – Accounting & Reporting Services Group and is based out of San Francisco, CA. In her current role, Kristi supports audit and advisory engagement teams on technical accounting matters, focusing the following subject matters: revenue recognition, leases, and business combinations.

Prior to Kristi’s role in National Office, she served as an Audit Manager on a global deployment program in Helsinki, Finland serving a TMT client during auditor transition and initial year of audit under Deloitte. Previously she was a member of the Kansas City audit practice. She has experience with various areas such as goodwill, impairments, segment reporting, leases, pensions, new accounting standards, group audits, and first-year audits.

Kristi is a member of the American Institute of Certified Public Accountants and maintains an active CPA license. She holds a Bachelor of Science and Master of Science in Accountancy from the University of Kansas.

Christopher Morris

U.S. Treasurer
DLL

Scott Muir

Partner - Department of Professional Practice
KPMG LLP

A partner in KPMG’s Department of Professional Practice (DPP), Scott spent two and a half years at the Financial Accounting Standards Board (FASB) as a practice fellow where he led the development and drafting of the new leases standard, as well as a leading member of the project teams for the FASB/IASB Joint Transition Resource Group for Revenue Recognition and the associated amendments to the new revenue recognition standard on (a) identifying performance obligations and licensing; (b) gross versus net revenue reporting; and (c) clarifying the guidance on collectibility.

Scott is the co-leader of KPMG’s leasing and digital assets topic teams, as well as a leading member of the DPP topic teams for revenue recognition and long-lived assets. Scott is a frequent presenter at conferences, client events, and internally for KPMG on various accounting topics, in particular Topics 842 and 606, and a principal author of KPMG’s handbooks and other external guidance on ASC 842 lease accounting, ASC 606 revenue recognition, and software/website cost accounting.

Prior to joining KPMG's national office in 2012, Scott led the technical accounting and SEC reporting functions at a large public software company and worked within KPMG’s Technical Accounting Advisory Services and Audit groups.

Scott Nelson

President & Chief Digital Officer, Board Member
Tamarack Technology, Inc.

A well-recognized expert in technology strategy and development including Internet of Things (IoT) connectivity, Scott Nelson leads the company’s efforts to expand its impact on the industry through innovation with new products, system level thinking, and the application of new technologies with a design thinking methodology.

In his dual role at Tamarack, Nelson is responsible for the company’s vision and strategic planning as well as business operations. Since joining Tamarack in 2020, Nelson has led efforts to refocus the business strategy around investment in digital technologies in order to provide greater value across the equipment finance industry.

Nelson joined Tamarack with more than 30 years of experience leading product development, product management, and entrepreneurial business growth as a technology and business leader. After beginning his career at Honeywell in the Corporate R&D center, Nelson spent the next 15 years at Logic PD as CTO and EVP. More recently, Nelson served as the Chief Product Officer and Vice President of Product at Digi International, a leading global provider of business and mission-critical IoT products and services and the Chief Technical Officer (CTO) and Executive Vice President of Corporate Development at SkyWater Technology Foundry, where he led strategy, growth, and new-offering development.

Jillian Pearce

Partner
PricewaterhouseCoopers LLP

Steven Pinamonti

Senior Technical Accounting Manager
IBM Financing

Steven Pinamonti is a Senior Technical Accounting Manager supporting IBM’s Financing segment. Steven’s responsibilities include the oversight of IBM’s accounting policy as it relates to its captive financing segment, monitoring proposed and final technical accounting pronouncements for their impacts to IBM’s Financing business and providing accounting consultation to IBM’s business leaders supporting the Financing segment. In addition, Steven’s team technically and operationally supports the Current Expected Credit Loss (CECL) standard which was adopted by IBM at Jan 1, 2020. Steven is a Certified Public Accountant and received his bachelor’s degree in Accounting and Business Administration from the State University of New York College at Plattsburgh.

Derrick Prine

Controller US & Canada
John Deere Financial

Derrick Prine is the Controller, US & Canada at John Deere Financial. In his 15 years at the company, he has held a variety of roles in the accounting and finance function. His previous leadership experience includes an assignment as Controller of the company’s banking unit in Brazil, leading the financial analysis function in Europe, managing the international accounting department, and overseeing the consolidations and financial reporting areas. Derrick recently joined the ELFA’s Financial Accounting Committee in 2020.

Derrick holds BAs in Accounting and Finance from the University of Iowa. He currently resides in Des Moines, Iowa with his wife and two children. Outside of work, Derrick enjoys volunteering in the community, fishing and traveling with his family.

Sumeet Puri

Caterpillar Financial Services Corporation

Deborah Reuben CLFP, DES

CEO & Founder
TomorrowZone

Deborah "Deb" Reuben, CLFP, DES, is CEO and Founder of TomorrowZone, a technology strategy consultancy inspiring fresh ideas and collaborations to shape the future of business. She encourages new thinking to explore the art of the possible through her extensive technical knowledge, equipment finance experience, and passion for challenging the status quo. Her expertise will enhance and broaden your company's products and services and create efficiencies that will produce a competitive advantage for your company.

Her view on digital transformation and future-readiness is radically different with over two decades of innovating, speaking, and most importantly, real-life, in-the-trenches innovation experience in finance and software industries. Deborah appreciates and shares with clients and audiences that digital transformation is less about the digital and more about the people. When it comes to thinking about technology, innovation, and the future, you can choose to act today to shape your future. The best investment you can make is investing in what's between your ears by taking ownership of your personal growth. Everyone, regardless of role, must stay on top of technology and trends to stay ahead of tomorrow.

What surprises most clients is her ability to combine big company thinking and entrepreneurial ideas to create marketplace success. Deb's clients and audiences include companies like PNC, Wells Fargo, DLL Group, Huntington (TCF Bank), Dell, Mitsubishi UFG, Caterpillar, Key Equipment Finance.

She currently serves on the CLFP Foundation Board of Directors and authored The Certified Lease and Finance Professionals' Handbook, 6^th – 9^th editions. She served on ELFA's Board of Directors and is the founder and chair of the ELFA Innovation Advisory Council. In partnership with ELFA, she and her team moderate quarterly industry innovation roundtables for the ELFA to bring forward-thinking insights and fresh ideas to ELFA Members.

Reuben also served on the Monitor Editorial Advisory Board and co-founded the Disrupted+ innovation conference series with Monitor. She is the recipient of both the CLFP Foundation Cindy Spurdle Award of Excellence and the ELFA Michael J. Fleming Distinguished Service Award. Monitor Magazine honored her as one of the 50 Most Powerful Women Leaders in Equipment Finance, named TomorrowZone one of the most innovative companies in the equipment finance ecosystem and honored her as an Industry Disruptor Icon. Learn more at tomorrowzone.io.

David Schwietz

Consultant

David Schwietz is an independent business and technology consultant who has founded and held executive and innovation technology roles in the financial, retail, health care, manufacturing and hospitality industries. David has led information technology strategies for prominent financial organizations including The Federal Reserve, Wells Fargo and Ameriprise. He has led cyber security, infrastructure, software engineering, project management, product and marketing areas. He also founded and led a materials aggregate business where he was required to negotiate his own equipment finance agreements.

David has experience managing and delivering innovative SaaS technology products in several industries. He has served on several boards and participated in national blockchain, cryptocurrency and artificial intelligence consortiums to develop standards, create pilots and evaluate impacts on the financial services industry.

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.

Jeremy Simons

Partner
Ernst & Young LLP

Jeremy is a Partner in the Ernst & Young LLP National Professional Practice Group in New York, where he specializes in the accounting for income taxes, leases, and long-lived assets. In this role, Jeremy is responsible for consulting with global engagement teams and clients, monitoring standard-setting activities, and developing EY’s interpretive guidance.

Previously, Jeremy spent two years as a Professional Accounting Fellow in the SEC’s Office of the Chief Accountant. In this role, Jeremy consulted with current and prospective SEC registrants and divisions within the Commission on accounting issues with a particular focus on the topics of consolidations, business combinations, long-lived assets, and debt and equity.

Prior to the SEC fellowship, Jeremy spent time in Ernst & Young LLP’s National Professional Practice Group and audited public and private companies in the manufacturing and retail and distribution industries.

Jeremy earned a Bachelor of Science in Business from Indiana University and majored in Accounting and Finance. Jeremy is a member of the American Institute of Certified Public Accountants and is a Certified Public Accountant in New York and Indiana.

Chad Soares

Partner
PricewaterhouseCoopers LLP

Ryan Steel

Assistant Controller
DLL

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

Vincent Tesoriero

VP-Controller

Vincent Tesoriero – ELFA speaker Bio

Vincent Tesoriero is Vice President and Corporate Controller for Marlin Capital Solutions, where he leads the accounting operations. His responsibilities include Securities and Exchange Commission Reporting, Bank Regulatory Reporting, Operational and Technical accounting, Tax (Direct and Indirect), and Internal Controls over Financial Reporting. Prior to his current role, Mr. Tesoriero served as Vice President of Finance at AIG Federal Savings Bank, a wholly owned subsidiary of American International Group, Inc (“AIG”). Prior to his tenure at AIG, Vincent was an Audit Manager in the Assurance and Advisory Practice at Deloitte, where he served clients in the Banking and Financial Services industry.

Vincent graduated from the University of Delaware with a Bachelor of Science Degree in Accounting. He is a licensed Certified Public Accountant in both New York and Pennsylvania. Vincent has served as a member of the Equipment Leasing and Finance Association’s Finance and Accounting Committee since 2017. He is also an active member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants.

Scott Thacker CPA, CLFP

Chief Executive Officer
Ivory Consulting Corporation

Mr. Thacker is the Chief Executive Officer of Ivory Consulting Corporation, the software and consulting company that has helped define the modern equipment finance industry with the proven software solutions for modeling, analyzing, and pricing equipment leases and loans, managing equipment, and optimizing portfolios.

Scott is the immediate past chair of the Board of Trustees of the Equipment Leasing & Finance Foundation, where he is founding chair of The 1989 Society, the legacy giving initiative. He is also the founding chair of ELFA Equity, the Equipment Leasing and Finance Association’s (ELFA) diversity, equity, and inclusion initiative.

His previous volunteer roles with the ELFA include being a member of the Board of Directors, a member of the Finance Accounting Committee, chair of the Operations and Technology Committee, and co-director of the Foundation’s Research Committee.

Thacker is a member and DEI lead (leave of absence 2023) of Sand Hill Angels, one of the largest angel investment groups based in Silicon Valley. Previously, he served on the Board of Advisors of StartOut for over ten years and was a judge for the business plan competition for the Wharton Executive MBA program and the Visa Everywhere Initiative. He is a second-generation board member of The Ridgewood School.

Prior to joining Ivory Consulting, he was a partner at Accenture and earlier, a Senior Director at Oracle. Thacker began his career at Arthur Andersen & Co.

Thacker holds an M.B.A. in Finance from The Wharton School of the University of Pennsylvania and a B.S. in Accounting from Wake Forest University. He holds the C.P.A. (active) and C.L.F.P. certificates.

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.

Brian Wilson

Director- Leasing
Bank of America Global Leasing

Brian Wilson (Director- Banc of America Leasing). Mr. Wilson is a Director with Banc of America Leasing providing accounting and finance support to leasing and capital markets operations worldwide. In this position he consults with clients around the globe on various lease products and transaction structures and their accounting implications.

Prior to joining Bank of America he was CFO for Montrose & Company LLC a lease portfolio management and consulting firm based in Reno, Nevada. Brian also spent several years as tax and accounting manager for Porsche Cars North America and with Deloitte & Touche as a senior manager in their Seattle and Los Angeles offices serving numerous domestic and international clients. He has bachelors and masters degrees in accounting from Brigham Young University, and an M.B.A. in Finance from the University of Nevada. Brian is a CPA and is on the Board of the Nevada Society of CPAs.