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

Bank Best Practices Roundtable

June 02, 2025
The Royal Sonesta Washington DC Capitol Hill, Washington, DC

Bank Best Practices Roundtable

June 02, 2025
The Royal Sonesta Washington DC Capitol Hill, Washington, DC

Bank Best Practices Roundtable

June 02, 2025

The Royal Sonesta Washington DC Capitol Hill, Washington, DC



The Bank Best Practices Roundtable is a small, highly interactive half-day program designed to bring senior bank executives together for information sharing and critical thinking about issues facing them every day as leaders of their organizations.

Who Should Attend?
The roundtable is open to senior executives of ELFA member bank leasing companies.  

Registration Fees

Price Description Amount
ELFA Member $495.00
Speaker $0.00

View cancellation and other policies

Available Functions

  Dietary Needs
Please indicate any special dietary needs

Speakers

Chelsey Barron

Senior Vice President
LEAF Commercial Capital Inc.


Chelsey Barron serves as VP, Sales Operations for LEAF Commercial Capital. As a legacy VAR Technology Finance employee, she has served on several internal committees on the merger transition with LEAF Commercial Capital. Chelsey currently oversees and manages account management and sales support teams. Her role is focused on implementing better efficiencies from beginning of the sales cycle throughout the life of the lease while also creating unique finance solutions. Chelsey currently serves on the ELFA’s Operations and Technology committee.


Eric Bunnell CLFP

President
Arvest Equipment Finance



Andy Fishburn CLFP

Senior Vice President of Public Policy
Equipment Leasing & Finance Association


Andy Fishburn is the Senior Vice President of Public Policy for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector.

Mr. Fishburn joined ELFA in September 2012. He directs and operates all aspects of the association’s federal relations strategy and the engagement of members in political programs.

Fishburn has focused on legislative, financial and tax policy matters throughout his distinguished career within the Department of Treasury and the U.S. Congress. He served in legislative affairs positions and as senior advisor to four Secretaries of the Treasury, including as a Deputy Assistant Secretary under Secretaries John Snow and Henry Paulson. During 2010 and 2011, he served on the staff of the U.S. Senate Committee on Finance and worked for Sen. Max Baucus (D-Mont.) on tax policies such as bank taxation, tax administration, oversight of the IRS, tax extenders and small business tax issues. Most recently, he was the Director of Legislative and Intergovernmental Affairs at the U.S. Mint, acting as the Bureau’s lead legislative strategist and congressional liaison.

He has a B.S. in environmental studies from the University of Michigan and a Master of Public Affairs from Indiana University.

Jae Jang

Senior Policy Advisor to Rep. French Hill
U.S. House of Representatives



Alberto Rossi PhD

Hachigian Family Professor and Director, Future of Work Initiative
Georgetown University



Gaurav Shukla

Partner
Deloitte



Shelly Tauer CLFP

SVP, Head of EF Product Management & Strategic Initiatives
U.S. Bank


Shelly has been with U.S. Bank for 30 years.  She began her career as an underwriter in 1994 with Lyon Financial, a small ticket leasing company that was later acquired by U.S. Bank in September 2000.  She has held a variety of positions all within U.S. Bank Equipment Finance including Special Projects, Collections Management, Sales, Operations Manager, Customer Integration and Support Manager, Project Manager, Security Manager and System Technology Manager.  She continues to oversee the Security and System Technology teams with added responsibilities as of 2022 to include Project Management, Professional Development and Training, Modeling and Analytics and EF Applications teams. She is currently a member of the ELFA's (Equipment Leasing Finance Association) Research Committee and the Operations and Technology Planning Committee and earned her CLFP (Certified Leasing Finance Professional) Certification in 2018.

Shelly and her husband, Bill, have 3 grown children Abby (husband Josh), Lexi and Jake along with 2 grandchildren, Grayson (3) and Saelah (1).  They are avid local and MN sports fans and cherish time with their grandchildren as well as family and friends enjoying water sports, pontoon rides and campfires at their lake home on Lake Shetek.


William Verhelle

CEO
QuickFi


Bill is the Founder of Innovation Finance USA (QuickFi) and First American Equipment Finance.

Innovation Finance® is the creator of QuickFi®, a patented, self-service equipment financing platform incorporating A.I., blockchain, facial recognition, and the latest mobile and cloud technologies.

QuickFi® facilitates business equipment financing transactions that previously took days or weeks in three minutes, 24/7/365, from anywhere.

Several of the world’s leading global business equipment manufacturers selected QuickFi® to enable faster, more profitable equipment sales, combined with a better and more transparent customer experience.

QuickFi enables banks and OEMs to transition from a legacy business model to an end-to-end, AI-agent, EMBEDDED LENDING model in less than 30 days, with no long-term commitment and no upfront cost.

Bill previously served as the cofounder and CEO of First American Equipment Finance (from its launch in 1996 until 2015).

While a student at Cornell Law School in 1996, Bill founded First American with his long-time friend and business partner, Guy Klingler. Bill led the company as CEO for twenty years. Today, First American is one of the 50 largest US bank lenders in the US Equipment Finance Industry and is owned by the Royal Bank of Canada.

Bill has J.D. from Cornell Law School (’98), an MBA from the Anderson Business School at UCLA (’92) and a Bachelor of General Studies degree from the University of Michigan in Ann Arbor (’88).

Bill is a member of the New York Bar and is admitted to practice in the New York Third District, the New York Court of Appeals, and the U.S. Supreme Court.

In 2009 Bill served as the Chairman of the ELFA in Washington DC.  Bill and Cyndee Verhelle reside in Naples, FL.

Sponsors

The Royal Sonesta Washington DC Capitol Hill
20 Massachusetts Ave NW
Washington, DC 20001

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