Where is your bank on the e-doc spectrum? Register today to engage in a dynamic discussion on this topic with your fellow bank equipment finance peers and gain insight from our expert legal panel.
Navigating the complexities of e-docs can be difficult. With so many considerations and challenges to overcome, where do you even begin? No matter where you are in your journey, whether beginning to plan your path, partway down the road, or suddenly recalculating due to the unexpected, this Roundtable is for you.
Join ELFA's Financial Institutions Business Council Steering Committee and our expert legal panel for a practical and timely discussion about navigating e-docs in the bank equipment finance environment.
WHO SHOULD ATTEND?
ELFA bank members interested in deploying e-docs.
ELFA bank members who have already implemented e-docs and can share their experience and knowledge.
The roundtable is organized exclusively for ELFA member bank executives by the Financial Institutions Business Council Steering Committee.
There is no cost to attend this event, but spaces are limited. Registration will close on May 20th.
Sponsored by Equifax
Thursday, May 27, 2021
1pm-3pm ET
1:00 - 1:15pm
General Session: Welcome
Ernie Tsorvas, Chair, Financial Institutions BCSC
SVP, National Sales Manager, Fifth Third Bank
Intro/Refresher: eSignatures, electronic chattel paper & eVault
Bob Cohen, Partner, Moritt Hock & Hamroff LLP
Dominic Liberatore, Deputy General Counsel, DLL
1:20 - 2:05pm
Table Discussions
2:10 - 2:55pm
General Session: Table Reports, Discussion and Q&A
2:55 - 3:00pm
Wrap-up
Ernie Tsorvas
Available Functions
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Please choose a response and type it in the text field:
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1. What is your level of experience in implementing e-signatures/e-docs at your bank?
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2. What is the portfolio size of your bank?
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Speakers
R. Scott Adams
Vice President Legal & Compliance, North America
Volvo Financial Services
Scott Adams serves as VP, Legal & Compliance North America for Volvo Financial Services in Greensboro, North Carolina. He has experience structuring, negotiating and documenting a variety of commercial transactions, as well as managing bankruptcy and insolvency matters. A native of Charleston, W.Va., he attended Colgate University and WVU College of Law.
Robert Cohen
Partner
Moritt Hock & Hamroff LLP
Robert S. Cohen is a Partner at Moritt Hock & Hamroff LLP, with offices located on Long Island and in New York City. With over 26 years of experience in all facets of the equipment leasing and asset based lending industries, Bob's practice is devoted to commercial litigation, creditors' rights, corporate transactions and bankruptcy matters. Bob has particular experience in the documentation of financial transactions, enforcement of equipment leases and secured loans, as well as the negotiation of workouts and resolutions. He frequently serves as a speaker and author on various topics relating to the leasing industry.
Bob devotes a significant portion of his time as an active member of ELFA, serving on its Credit and Collections Management Committee, as well as participating as a presenter at its various conferences, including its 2013 Legal Forum Conference, and 2012 and 2011 Credit and Collections Conferences where he served as a speaker at sessions on litigation strategy, electronic discovery, forbearance agreements, lease/secured transaction documentation and legal updates in the finance industry. He is also an active member of NEFA, serving on both its Legal and Education Committees and participating as a presenter at its annual conferences.
In 2012, Bob also presented at the Association of Commercial Finance Attorneys' CLEW Conference. In addition to his professional endeavors, Bob is an active supporter of the Special Olympics of New York-Long Island Region, where he has served as a Chairman of its Annual Gold Coast Tour for Champions Golf Outing for the past eleven years.
Dominic Liberatore
Deputy General Counsel
DLL
Dominic A. Liberatore is the Deputy General Counsel for DLL, a global provider of leasing and business finance solutions, including vendor finance.
Mr. Liberatore has been practicing law for 35 years focusing on leasing and asset based lending, and has served in a variety of senior in-house legal positions with DLL, IOS Capital, Inc. (the captive finance subsidiary of IKON Office Solutions, Inc.), Copelco Financial Services Group, Inc. and the FDIC. Prior to going in-house, Mr. Liberatore was an associate at Cravath, Swaine & Moore in New York City and Wolf Block in Philadelphia. Mr. Liberatore is a past chairman of the ELFA Legal Committee, current ELFA Subcommittee Coordinator and a past chairman of the Subcommittee on Leasing of the Uniform Commercial Code Committee of the ABA Business Law Section. Mr. Liberatore is also a member of the Editorial Review Board for the Journal of Equipment Lease Financing.
Mr. Liberatore holds a J.D. from Vanderbilt University and a B.A. from the University of Buffalo.
Spencer Mierzejewski
Spencer Mierzejewski has been with eOriginal, and now by way of acquisition, Wolters Kluwer, for six years. In his current role, he focuses on consulting and advising customers on the use of eOriginal’s software to facilitate secondary market transactions electronically, including rated securitizations, warehouse and collateral lines, and unique origination models. Previously, he founded a managed-cost legal company, and also worked in the legal group at Under Armour. Spencer is a graduate of the University of Baltimore School of Law.
Outside of work, Spencer enjoys the ‘low impact’ exercise of pulling his three children around the neighborhood in a wagon and supporting his wife’s career as a mentor for her elementary school students.
Ernest Tsorvas
Senior Vice President, National Sales Manager
Fifth Third Bank, National Association
Ernie Tsorvas is National Sales Manager of Fifth Third Equipment Finance (FTEF), a division of Fifth Third Bancorp. With assets of $7.2B, FTEF is the nation’s ninth largest bank finance or leasing company. Tsorvas joined FTEF in October 2015 after nearly 25 years with GE Capital, where he held roles in operations, asset management, risk, sales, marketing, sales management, program management and region management. His industry experience includes direct origination, vendor origination, equipment finance, fleet finance, capital markets and wholesale floor planning.
Tsorvas holds a BSBA from Northeastern University, an MBA from Sacred Heart University and an Executive Certificate in Strategy and Innovation from the Massachusetts Institute of Technology.
Ernie has been a member of the ELFA Financial Institutions Business Council Steering Committee since 2018 and currently serves as Committee Chair.
David Whitaker
Partner
DLA Piper
David Whitaker is counsel in the Chicago, office of BuckleySandler LLP. Mr. Whitaker advises financial services companies in transactional, legal and regulatory matters. Mr. Whitaker's practice also focuses on assisting firms in their efforts to structure and implement platforms and processes that conform to the requirements of the Electronic Signatures in Global and National Commerce Act (ESIGN), the Uniform Electronic Transactions Act (UETA), other applicable state and federal laws, and various industry standards.
Mr. Whitaker is one of the co-authors of The Law of Electronic Signatures (West), and is one of the contributing authors for the Consumer Financial Services Answer Book 2016 (PLI). He was the Co-Reporter for the Standards and Procedures for electronic Records and Signatures ("SPeRS"), served as Reporter for a white paper for the Mortgage Bankers Association and was the co-author of an article appearing in the Spring 2015 issue of the Journal of Equipment Lease Financing.
Mr. Whitaker is a member of the American Law Institute. He was named a "2009 Mortgage Banking Technology All-Star" by Mortgage Banking Magazine. In 2014, he received both the e-SignLive e-Sign Ambassador Award and a Cornerstone Award from the Electronic Records and Signatures Association. He received a second Cornerstone Award in 2015. Mr. Whitaker holds a B.A. with High Honor in International Relations from James Madison College at Michigan State University, and a J.D. from the University of Illinois (cum laude).
Who should attend?
This event is open to senior executives of ELFA member bank leasing companies.
What does it cost to attend?
There is no cost for this year's event!
How do I access the virtual platform?
After you register for the Bank Best Practices Roundtable you will receive a separate email a week or so prior to the event with your own personalized link to gain access to the virtual conference.
Why did ELFA decide to make the Bank Best Practices Roundtable virtual in 2021?
The ELFA Board of Directors and professional staff have been monitoring the COVID-19 pandemic. As always, the safety of our members, event participants, community and staff are our top priority. After talking to members and weighing a number of factors, we believe the decision to hold a virtual event is in the best interest of everyone involved.
Who can I contact with questions about this event?
Virtual Event
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