Events

Lease and Finance Accountants Conference

June 3-5, 2026

Hyatt Regency Orlando, Orlando, FL

Overview

Schedule

Wednesday

Thursday

Friday

Wednesday, June 3

9:30am - 6:30pm

Registration Open

Ballroom Foyer

10:00am - 11:00am

Concurrent Sessions

Pre-Conference Session: Soft Skills for Lease Accounting Professionals

Florida A

Pre-Conference Session: Life of a Lease

Florida B

10:30am - 12:00pm

Exhibitor Set-up

Ballroom Foyer

12:30pm - 2:00pm

Opening Joint Session & Lunch

Regency Ballroom, Salons P & Q

Setting the Stage
Daryl Muller, Chief Operating Officer and Corporate Secretary, ELFA
Committee Chair Panel: Shared Challenges and Opportunities
Moderated by Daryl Muller, Chief Operating Officer and Corporate Secretary, ELFA
Dana Pace, PNC Equipment Finance, Chair, Credit & Collections Committee
Jay Wilensky, Chicago Freight Car, Chair, Financial Accounting Committee
Robert Kruger, The Huntington National Bank, Chair, Tax Professionals Committee
Keynote Address - AI in Action
Introduction by Jennifer Cox, SVP, Commercial Sales Leader, Financial Institutions, Equifax
Nick Pericle will explore the rapidly evolving role of artificial intelligence and its impact on business today and in the years ahead. This session will provide practical insights into how organizations can adapt, implement meaningful AI-driven strategies, and prepare for a future where AI is fully integrated into daily operations, decision-making, and customer engagement.
Moderated by Dana Pace, PNC Equipment Finance, Chair, Credit & Collections Committee
Nick Pericle, Founder, Tenexity
Underwritten by:

2:00pm - 2:30pm

Refreshment Break

Ballroom Foyer

2:30pm - 3:30pm

Concurrent Sessions

Identifying the Lease, Part 1

Florida C

Equipment Lessors: ‘Day 1’ Accounting Considerations and Other Hot Topics

Florida B

3:30pm - 3:45pm

Refreshment Break

Ballroom Foyer

3:45pm - 4:45pm

General Session: Lessor Collaborative Roundtables

Florida B

Collaborative Roundtables by Lessor Type – Banks, Captives and Independents

Following a brief introduction, participants will divide into three breakout groups (banks, captives and independents) and have the opportunity to discuss current trends, challenges, and future opportunities within their lending group. This interactive session will allow attendees to collaborate with their peers on topics impacting Finance and Accounting professionals today: Technological Advancements (AI), New Financing Products, Technical Accounting Application, etc. Attendees will benefit from interacting with others from similar organizations not only from a finance and accounting standpoint, but also from a business development perspective.

Bank:
Mamta Shori, Wells Fargo Equipment Finance

Independents:
Jeff Lezinski, Odessa

Captives:
Joseph Sebik, Siemens Financial Services, Inc.
Brian White, John Deere Financial

4:45pm - 5:30pm

Joint Newcomers Reception

Atlantic

New to the conference? This is your event. Join fellow first-timers and members of the Conference Planning Committee for a relaxed, informal reception designed to help you get oriented, make connections, and hit the ground running. Open to all attendees at no additional cost.

5:00pm - 6:30pm

Joint Hosted Reception/Exhibits Open

Ballroom Foyer

The conference is officially underway! Join your colleagues for an opening reception in the exhibit hall — great conversations, exhibitor visits, light fare, and an open bar. This event is included with all conference registrations.

Thursday, June 4

7:30am - 8:30am

Joint Continental Breakfast with Exhibitors

Ballroom Foyer

Start your morning with a bite to eat and connect with our fantastic exhibitors. All attendees are welcome.

7:30am - 6:30pm

Registration Open

Ballroom Foyer

8:30am - 10:00am

Joint Keynote General Session: 2026 Economic & ELFA Government Affairs Update

Regency Ballroom, Salons P & Q

Welcome Remarks
Jay Wilensky, Chicago Freight Car, Chair, Financial Accounting Committee
ELFA Government Affairs Update
Susan Sullivan Kinney, ELFA Senior Vice President of Policy & Government Affairs
Kyle Alexandre, Vice President of State Government Relations, ELFA
Keynote Presentation: 2026 Economic Update
Join ELFA Chief Economist Tim Mahedy as he examines the structural and geopolitical forces driving economic uncertainty in 2026 — and the implications for equipment demand, asset values, and the sector's outlook through the remainder of the year.
Tim Mahedy, Chief Economist, ELFA

10:00am - 10:20am

Refreshment Break

Ballroom Foyer

10:30am - 12:00pm

General Session: IASB/SEC Discussion

Florida B

Moderator: Jay Wilensky, Chair, Financial Accounting Committee

Rebecca Anderson, Professional Accounting Fellow, Office of the Chief Accountant, U.S. Securities and Exchange Commission
Bruce Mackenzie, IASB Member and Chair IFRS Interpretations Committee

11:30am - 12:45pm

Joint Luncheon

Fiorenzo Restaurant, Lobby Level

Take a break from the sessions and enjoy lunch with colleagues from both conferences. This is your opportunity to mix and mingle, exchange perspectives, and build relationships across disciplines - all in a relaxed, collaborative setting.

12:45pm - 1:45pm

Concurrent Sessions

Identifying the Lease, Part 2

Florida A

Equipment Lessors: ‘Day 2’ Accounting Considerations and Other Hot Topics

Florida B

1:45pm - 2:00pm

Refreshment Break

Ballroom Foyer

2:00pm - 3:00pm

General Session: Ask the Accountant

Florida B

Speakers:

Marc Jerusalem, PwC
Jeff Lezinski, Odessa

3:00pm - 5:00pm

Personal Time

Use this time to check in with work and stay on top of your tasks and responsibilities.

5:00pm - 6:30pm

An Evening of Connection & Celebration

Ballroom Foyer

We invite you to join us for a special reception to close out an exceptional day of learning and connection. Thoughtfully curated with fine bites, refreshing beverages, and a warm atmosphere — indoors and out on the beautiful outdoor patio — this evening is our opportunity to bring the community together away from the sessions and into genuine conversation.

Whether you are reconnecting with familiar faces or meeting new colleagues for the first time, we hope you will linger, reflect on the day, and enjoy the company of those who make this conference what it is.

Friday, June 5

7:00am - 8:00am

Joint Continental Breakfast with Exhibitors

Ballroom Foyer

Grab a coffee and connect with our fantastic exhibitors. Meet while you can this morning, exhibit tables close at 10:30am. All attendees are welcome. This event is included in all conference registrations.

7:00am - 10:30am

Exhibits Open

Ballroom Foyer

7:00am - 12:30pm

Registration Open

Ballroom Foyer

8:00am - 9:00am

Concurrent Sessions

Joint Session: Identifying Hidden Risks in Borrowers' Financial Statements

Regency Ballroom, Salons P & Q

CECL and Beyond

Florida B

9:00am - 9:15am

Refreshment Break

Ballroom Foyer

9:15am - 10:15am

Concurrent Sessions

Equipment Finance Arrangement Accounting and Other Considerations

Florida A

Pricing

Florida B

10:15am - 10:30am

Refreshment Break

Ballroom Foyer

10:30am - 11:30am

Joint General Session: The Human Side of AI in Equipment Finance

Regency Ballroom, Salons P & Q

Introduction by Kelli Nienaber, ELFA Acting Vice President of Industry Research

We'll close the conference with the one move you can make Monday morning. No budget. No IT. No permission required.

Through a live exercise and examples from your own work, where a word like “payoff” or “funding” means one thing to accounting and another to collections, you’ll see how undefined language costs time and money before any machine is even involved.

AI does exactly what you said, not what you meant, and that gap is where automation quietly breaks. The fix is the easiest, highest-value thing in your building, and it’s entirely in your hands. You’ll leave with a clear first step.

RJ Grimshaw, The AI CEO, ABLE Leadership LLC
Author, The AI EDGE / Certified AI Fluency, Anthropic | Certificated AI Strategy, MIT Management Executive Education l Certified AI and financial services Upstart

Lease and Finance Accountants Conference

Wednesday, June 3

Registration Open

Concurrent Sessions

Exhibitor Set-up

Opening Joint Session & Lunch

Setting the Stage

Committee Chair Panel: Shared Challenges and Opportunities

Keynote Address - AI in Action

Setting the Stage

Committee Chair Panel: Shared Challenges and Opportunities

Keynote Address - AI in Action

Refreshment Break

Concurrent Sessions

Refreshment Break

General Session: Lessor Collaborative Roundtables

Joint Newcomers Reception

Joint Hosted Reception/Exhibits Open

Thursday, June 4

Joint Continental Breakfast with Exhibitors

Registration Open

Joint Keynote General Session: 2026 Economic & ELFA Government Affairs Update

Welcome Remarks

ELFA Government Affairs Update

Keynote Presentation: 2026 Economic Update

Welcome Remarks

ELFA Government Affairs Update

Keynote Presentation: 2026 Economic Update

Refreshment Break

General Session: IASB/SEC Discussion

Joint Luncheon

Concurrent Sessions

Refreshment Break

General Session: Ask the Accountant

Personal Time

An Evening of Connection & Celebration

Friday, June 5

Joint Continental Breakfast with Exhibitors

Exhibits Open

Registration Open

Concurrent Sessions

Refreshment Break

Concurrent Sessions

Refreshment Break

Joint General Session: The Human Side of AI in Equipment Finance

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