Equipment Leasing and Finance Association - Equiping Business for Success

58th Annual Convention

October 27, 2019 - October 29, 2019

Marriott Marquis Washington, DC
Washington, DC

Call for Presentations

We invite you to submit a proposal outlining your presentation for a session at the 58th ELFA Annual Convention.

Information coming in late Spring 2019. In the meantime, see what's in store for you this October in Washington, DC:

Registration Fees

Price Description Amount
1st Person Attendee - Member $1885.00
1st Time Attending Convention - Additional Exh $1190.00
Additional Attendee - Member $1640.00
Additional Exhibitor - Member $1640.00
ETAC Committee Member $1115.00
First Time Attending the Annual Convention $1190.00
Non Member - Each person $3770.00
Spouse Pkg1 - All Activities $800.00
Spouse Pkg2 + Mon Event $600.00
Spouse Pkg2 + Tuesday Event $680.00
Spouse Pkg2 - Evening Events Only $300.00
Spouse Pkg3 + Mon - Mount Vernon Tour $300.00
Spouse Pkg3 - Mon &Tues Spouse Activities $680.00
Spouse Pkg3 - Tuesday - Private U.S. Capitol Tour $380.00

View cancellation and other policies

Available Functions

  Special Dietary Requests
Sunday - October 27
9:00 am - 12:00 pm
  Jim McGrane Charity Bike Ride and Monument Tour
10:15 am - 2:15 pm
  Odyssey Brunch Cruise and Tour With Docent
Come aboard Odyssey DC for a special two-hour bottomless mimosa brunch cruise. Enjoy a delicious menu of breakfast and lunch favorites while cruising along the Potomac with a guided docent. The Odyssey will show you DC from a whole new perspective! Take in the amazing views from the glass-enclosed deck or outdoor observation lounge. Odyssey offers unparalleled views of DC’s greatest landmarks, including the Washington Monument and the Lincoln Memorial.
2:00 pm - 4:00 pm
  Community Lodgings Community Service Project
4:30 pm - 5:30 pm
  New Member and Leadership Reception
5:00 pm - 6:00 pm
  Women’s Council Reception
Monday - October 28
4:30 pm - 5:30 pm
  International and Former Director's Reception
Tuesday - October 29
6:30 pm - 9:30 pm
  Closing Reception & Dinner at the Smithsonian


Stewart Abramson

Senior Managing Counsel
Wells Fargo Equipment Finance


Stewart Abramson is Senior Managing Counsel in the Wells Fargo Law Department. Stewart was honored to be selected by the ELFA Legal Committee as the Edward Groobert Award winner in 2018 for legal excellence and service to the Association. His team supports all aspects of the Wells Fargo equipment finance , including, Wells Fargo Equipment Finance, Inc., Wells Fargo Financial Leasing, Wells Fargo Rail and Wells Fargo Vendor Financial Services.  He served as Senior Vice President and General Counsel of Charter Financial, Inc. from 1988 until Charter’s acquisition by Wells Fargo in 2000, and was General Counsel of North American Corporation prior to joining Charter. Stewart holds a B.S from Union College (NY) and a J.D. from Boston University School of Law.

Michael Baez

Director - Banking & Diversified Financials
Capgemini America, Inc.

Michael has over 30 years experience in the financial services industry.  He is currently a Delivery Manager within Capgemini's Banking & Diversified Financial practice and has spent the last 14 years working with equipment finance companies bringing a strong and diverse background in project, process and risk management, operations and technology.
For the last three years, Michael has been responsible for the production, as well as a primary contributing author of the Business Technology Performance Index produced annually in conjunction with the ELFA.

Zacharia Baldwin

Federal Bureau of Investigation

Paul Bent

Senior Managing Director
The Alta Group LLC

Paul Bent is a seasoned equipment leasing executive who currently serves as senior managing director of The Alta Group and manager of its Legal Services practice. With several decades of experience as an investment banker, equipment leasing CEO, and transaction attorney, Paul has participated in all facets of leasing and corporate financing. He provides Alta clients with insight and advice in assessing both strategic and tactical business plans and alternatives, developing and implementing leasing transactions and structures, reviewing business and documentation practices, and analyzing asset-based financing alternatives.
He serves as an industry and testifying expert in legal matters involving equipment leasing and financing, transaction structuring, and contract interpretation; and he provides services as a neutral arbitrator and facilitator in difficult disputes over leasing and corporate finance, with emphasis on maintaining relationships and avoiding litigation.  He earned his A.B. from UCLA, with highest departmental honors in mathematics and computer science, and his J.D. from Southwestern Law School, where he was an Associate Editor of the Southwestern University Law Review.
Based in Long Beach, California, Paul has direct and hands-on experience in developing, arranging, facilitating, managing, negotiating and closing leases, structured corporate financings, and related business transactions. As an investment banker and a transaction attorney, he has analyzed, negotiated and participated in hundreds of transactions for clients throughout the world. In addition to serving with The Alta Group, he is the founder, president and general counsel of GoodSmith & Co., Incorporated, a corporate financial services firm specializing in large-ticket leasing, leveraged leasing, and asset-based corporate financing.
In addition to his work in leasing, Paul is a professional singer.  He has sung for nine years with the Los Angeles Master Chorale and performs with the Long Beach Camerata Singers.  His voice can be heard on many movie and video game soundtracks, including "World of Warcraft."

Axel Bernabe

Assistant Counsel to the Governor for Health
New York State Executive Chamber

Axel Bernabe is Assistant Counsel for Health to Governor Andrew M. Cuomo. In this role, he oversees all legal and policy deliberations in the health portfolio and provides strategic counsel to the operations, press, and budget teams in the Executive Chamber and the State Department of Health. As part of his responsibilities, Axel oversees the development and implementation of all medical, hemp, and adult-use cannabis initiatives in the State. Over the past four years he has directed and supervised the expansion of the medical cannabis program and the launch of the State's hemp program. Axel is also responsible for driving the administration's proposed Cannabis Act that would comprehensively regulate all segments of the cannabis economy, including the creation of a new Office of Cannabis Management that would permit the implementation of an adult-use program.
Prior to joining the Cuomo administration, Axel was a partner at the law firm of Constantine Cannon, where he was a nationally recognized legal expert in the healthcare sector, particularly on antitrust matters.

Michael Beschloss

American Historian, Author

Kaitlin Bonner

Relationship Manager
Farm Credit Leasing

Susan Carol

Susan Carol Creative

Susan Carol, APR, has earned a respected reputation in a worldwide market of
equipment finance, healthcare and technology clients. Her Virginia-based agency,
Susan Carol Associates Public Relations, Inc., founded in 1989, has served start-ups,
major multinational corporations, publishers and expansion-stage firms, as well as trade
associations needing full-service public relations, branding or marketing communications
With a visionary perspective, Carol continually looks beyond individual projects and
considers the “big picture,” advising on how client interests are affected by emerging
media, cultural and economic forces. Her team – including seasoned strategists, writers,
designers and new-media experts – provides counsel on the full spectrum of public
relations and marketing needs, from branding and establishing B2B marketing channels
to managing communications crises and leveraging the power of new digital and social
media communications.
An accredited member of the Public Relations Society of America, Carol is a frequent
speaker to national and international audiences on a variety of public relations topics.
She is also an ELFA board member, has presented at previous ELFA conventions
and currently serves on the association’s Communications Committee. In the mid-
1980s, Carol was employed as Director of Communications for the ELFA, then known
as the AAEL. Her experience also includes managing corporate and U.S. military
communications, having served in a European post early in her career.
Active in her local community, Carol is a board member of the Women and Girls Fund of
the Community Foundation in Fredericksburg, Va., and a volunteer for the University of
Mary Washington Philharmonic.
Carol received a BA in journalism from Penn State University in State College, Pa. She
began her career as a news and feature reporter for print and broadcast media.

Richard Chapman

Of Counsel
Clark Hill PLC

Rich Chapman is the Member of Mindy Chapman & Associates LLC (MCA) and of counsel at Clark Hill PLC in Chicago. Through MCA, he delivers the acclaimed Workplace Training That Clicks & Sticks®. This unique methodology takes complex legal concepts and distills them down into practical compliance tools for all levels of the workforce.  The Clicks & Sticks® proprietary approach helps organizations to avoid liability, minimize risks, create a culture of respect, and retaintalent.
He regularly designs, customizes, and conducts interactive legal compliance training presented to executives, managers, and non-managerial employees in a wide variety of industries. He also uses the Clicks & Sticks® methodology to provide diversity and inclusion training to attorneys to satisfy continuing legal education requirements. He regularly speaks to professional and trade organizations and authors articles published in industry magazines on employment compliance and other legal topics.
In his practice with Clark Hill, he has had substantial experience as a trial and appellate attorney in contested employment matters, employment practices and compliance, and workplace investigations, as well as business, shareholder, and estate litigation.
Rich has been recognized by his peers being selected for prestigious ratings:
-Illinois Super Lawyer® (Top 5%) in Business Litigation for 14 consecutive years -"Super Lawyers"- Thompson Reuters Business
-Illinois Super Lawyers Top 100 List®
-Illinois Leading Lawyer® (Top 5%) in Commercial Litigation and Bankruptcy and Workout Law (Commercial) for 14 consecutive years and in Employment Law-Management since 2017. "Leading Lawyers"-Law Bulletin Publishing Company
-AV Preeminent®-Martindale-Hubbell
Rich is the president of Lookingglass Theatre Company.

Andrew Cotter

EVP, Chief Information Officer
Somerset Capital Group, Ltd.

Andrew Cotter serves as CIO for Somerset Capital Group, Ltd. and has been with the organization since 2002.  Mr. Cotter is primarily responsible for providing vision and leadership to develop and implement information technology initiatives related to the business, financial, and operations systems that are critical to core organizational functions. Through collaboration with business leaders and select vendor relationships, Mr. Cotter establishes, plans, and administers the overall policies and goals for the information technology department, as well as helps business operations utilize information systems to improve efficiency.


Prior to joining Somerset, Mr. Cotter owned a full service technology services organization, distinguishing itself through a unique mix of hardware, software, networking and internet skills with customers ranging from small architectural firms, medium size capital markets organizations, medical and microelectronics firms to non-profit organizations.


Mr. Cotter earned his Bachelor’s in Architectural Studies and Design from the University of Massachusetts at Amherst, in 1998.

Chris Couture

Vice President – Residential Financing and Asset Management
SunPower Capital, LLC

Chris Couture

Vice President – Residential Financing and Asset Management
SunPower Capital, LLC

Chris Couture

Vice President – Residential Financing and Asset Management
SunPower Capital, LLC

James Cress

Vice President & General Manager
Stryker Flex Financial

James Cress is the Vice President and General Manager of Stryker Flex Financial, the captive finance arm of Stryker, one of the world's leading technology companies.  He joined the company in 2008 and is responsible for its equipment finance operations in the United States, Europe and Canada.
Prior to joining Stryker, James was Senior Vice President and Vendor Business Unit Director for eight years at National City Commercial Capital in Cincinnati, OH.  There he managed operations for multiple vendor markets including healthcare, office equipment, technology and manufacturing.  He also spent several years at US Bank as a Vice President in Small Business Banking.
James has been an active member of ELFA since 2000.† He served consecutive terms on the Captive and Vendor Finance Business Council Steering Committee.  He has also been a participant in Capital Connections for the last 5 years and is an ELFA Guest Lecturer at Michigan State University.
He attended Northern Kentucky University where he earned a Bachelor of Science in Economics and a Master of Science in Executive Leadership and Organizational Change.  James resides in Kalamazoo, MI with his wife and three children.

Diane Croessmann

The Alta Group LLC

Diane joined Lenovo in 2008 as Managing Director of Lenovo WW Financial Services.   In 2016, her role expanded to include WW Device as a Service.   Prior to Lenovo, Diane worked for Xerox Corporation in various executive positions including VP North America Business Operations and Financing, where she managed leasing operations and supported the development of managed print solutions.      
With a concentration of experience in leasing and managed services, Diane was elected to serve on the Board of Directors for the Equipment Leasing and Financing Association (ELFA) in 2014.  During her term on the board, she led a task force on the transformation from traditional financing to managed solutions and continues to participate in worldwide panels on the topic.
She earned an accounting degree at Syracuse University and practiced as a CPA with Ernst & Young prior to starting her career in the leasing and financial services industry.

Marilyn Crowley

Ferrum Enterprises Inc.

Professionally speaking, Marilyn is an award-winning CPA with degrees in economics and accounting. She is a co-founder and Chief Financial Officer of Ferrum Solution, a network platform in the capital equipment and leasing space built on the power of creating networks utilizing blockchain technology. At Ferrum, Marilyn is responsible for product development as well as overseeing corporate finance. With a focus on using her skills and experience to strategically drive growth and innovation, she looks at opportunities through the lens of “how can we?” - rather than “we can’t because …”

Prior to joining Ferrum, Marilyn had senior executive positions in both public and privately-held companies operating in capital intensive industries as diverse as high tech agriculture (greenhouse) and advanced manufacturing (automation and robotics).

In her spare time, Marilyn loves to travel and is an endlessly curious learner who is currently studying topics from French to Flutter.

Daniel Davidson

Partner & Global Consulting Leader for Commercial Banking
Genpact, LLC

Crit DeMent

Chairman and Chief Executive Officer
LEAF Commercial Capital Inc.

Shannon Detling

PricewaterhouseCoopers LLP

Shannon is a director in PwC's Financial Markets practice with over 12 years of experience.

Shannon regularly assists clients in addressing complex accounting issues under US GAAP and IFRS on a number of topics including derivatives and hedging, leasing, foreign currency, fair value, lending, transfers of financial assets, consolidation, financing (liabilities and equity), and earnings per share.

Shannon advises clients on financing strategy and capital markets alternatives, financial risk management, and valuation. He also assists clients with the design, implementation, and integration of treasury systems, processes and controls.

Shannon worked for two years in PwC’s national office in the accounting services group on the financial instruments team.

Prior to joining PwC, Shannon worked on the staff of the Financial Accounting Standards Board.

Shannon graduated Magna Cum Laude from Brigham Young University with a Master's of Accountancy and Bachelor of Science in Accounting. Shannon is a Certified Public Accountant in New York.

Kristian Dolan, CLFP

Solution Architect

Kristian Dolan, CLFP is the co-owner and solution architect at Tamarack Consulting.  With more than 20 years’ experience in the software industry, Dolan has spent the last 15 years focused primarily on providing technology solutions for the Equipment Finance & Commercial Lending industries.  Before merging with Tamarack Consulting, Kristian was the owner of E2E Systems which specialized in developing and implementing front office lease/loan origination systems.  He specializes in utilizing cloud, integration, and data technologies to streamline operations and help lessors and lenders achieve their goals.

Michael Donnary

Capgemini America, Inc.

Michael Donnary is a business and technology consultant with management and hands-on experience in optimizing asset finance IT organizations.  He has demonstrated a proven ability to leverage the benefits of IT to solve business issues while managing cost and mitigating risk. Michael has spearheaded the selection and implementation of package solutions as well as development and deployment of and custom applications, driving business efficiency resulting in significant cost savings.
Client engagement work includes project management, system selection and implementation, custom software development, global IT strategy, enterprise architecture and organizational change management. Michael started his career in banking technology at Metropolitan Bank Group, and worked as Director of Information Technology at Prime Capital Corporation before becoming a consultant to the Asset Finance industry. Michael is Committee Chair of the ELFA Operations and Technology Committee, co-author of the Business Technology Performance Index, a regular industry author and speaker, and has led asset finance training programs in India, France and North America.

Alex Doubinkine

Director of Global Credit Operations
Cisco Systems Capital Corporation

Alex Doubinkine, Director of Global Credit Operations for Cisco has been with the company for over 18 years. During this period Mr. Doubinkine held various roles within Credit organization in the U.S. and the Netherlands.  Prior to joining Cisco, Mr. Doubinkine owned a software development company.
Mr. Doubinkine holds an MBA from The Hague University.

Jonathan Fales

Divisional President
VAR Technology Finance

For more than 34 years, Jon Fales, a senior managing director in The Alta Group, has worked in the information technology and equipment leasing fields. Prior to joining Alta, Jon held numerous positions around the world with IBM Global Financing, including general manager of Asia Pacific South Global Financing and a member of IBM Credit General Business Customer Financing Group, which focused on marketing leases through indirect dealer channels.
Today he leads Alta's consulting practice in information technology markets worldwide. His years of experience in international business development have helped Alta clients launch and manage vendor finance programs in Latin America, Europe, the US and Asia, with a special emphasis on China. Jon also works in benchmarking operations, litigation support and strategic consulting, including market-entry analysis and business case development. His focus in all of his projects is on getting problems solved or opportunities quantified in a way that affects a client's profitability.
A former member of the Equipment Leasing and Finance Association (ELFA) board of directors and executive committee, Jon meets regularly with leasing industry and association leaders to provide direction to the ELFA, define the issues affecting lessors and service providers and determine how to best serve ELFA members. Jon frequently presents at global leasing conferences, writes articles for leading industry magazines and is considered an expert in vendor finance.

Andy Fishburn, CLFP

VP, Federal Government Relations
Equipment Leasing and Finance Association

Andy Fishburn is the Vice President of Federal Government Relations 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.

Keelie Fitzgerald

VP, Marketing

Keelie Fitzgerald, Vice President of Marketing, joined Odessa in 2009 and is responsible for global Marketing and Communication. With more than 10 years of professional experience in marketing, eight years have been focused in software, B2B and the equipment leasing and finance industry. Keelie serves as a board member of the Rutgers University School of Design Thinking where she works with business leaders and students to bring creativity and analytical thinking together in business programs. She graduated with honors from Temple University with a degree in Psychology and lives in Philadelphia, PA. She is a member of the ELFA Communications Committee and a board member of the Odessa Foundation.

Emily Foley

Head of Corporate Marketing
Cisco Systems Capital Corporation

Robert Geis

Director / Assistant General Counsel, Equipment Finance
CIT Group Inc

Bob provides legal support to CIT’s small and mid-ticket lease and loan vendor business segments with an emphasis in the technology, industrial and healthcare markets through negotiation of vendor and end user agreements, and portfolio acquisitions and sales.   Bob also provides legal and regulatory compliance support to CIT Bank subsidiaries.
Prior to CIT, Bob was in-house counsel with Barnett Banks in Florida for five years litigating consumer collection and bankruptcy matters followed by 10 years with Xerox Corporation as region counsel responsible for enforcing commercial leases, managing bankruptcy matters, and supporting its Public Sector Leasing division.  Immediately prior to joining CIT, Bob worked for Metavante Regulatory Services as Compliance Manager and provided regulatory compliance advice, training, and consulting services to financial institutions.
Bob received his law degree from the University of Florida and a Bachelor of Science in Political Science from University of South Florida.  Bob lives in Jacksonville Florida with his wife and two daughters.

Nathan Gibbons, CLFP

Chief Operating Officer
Innovation Finance USA LLC

Nate began his career in equipment leasing with First American Equipment Finance in 2006. As an early career professional, he attended the ELFA's Future Leasing Leaders Institute, which helped solidify his desire to become an effective and influential leader. In 2013 he was the recipient of the "Chairman's Award" (First American's highest honor) for excellence in character and leadership. In the same year he was also promoted to Vice President and helped develop and manage the company’s learning and professional development strategy.

Nate currently works for Innovation Finance where he is responsible for overseeing the operational strategy of the company. With an emphasis on emerging technologies and automation, his energy is focused on operational design that results in dramatic improvements to the customer experience.

Following his passion to help people reach their potential, he has served as Chair of the ELFA's Emerging Talent Advisory Council, and also serves on the Board of Directors for the Certified Lease & Finance Professional Foundation.

Nate resides in Webster, New York with his wife Keila and their two sons Noah and Micah.

Christopher Gigliotti

Managing Director
PricewaterhouseCoopers LLP

Chris Gigliotti is a Managing Director in PwC’s Financial Markets practice. Chris  specializes in securitization and other alternative financing solutions, with over 17 years of experience leading transaction closing and other transaction life-cycle services for consumer asset backed securities, equipment finance, marketplace lending / consumer finance, esoteric asset classes and CLOs for a range of issuers.  Chris advises clients on system implementation, controls, and processes related to investor reporting and servicing. Chris also has cash flow modelling experience across a range of platforms including Excel, Intex and proprietary securitization systems.   In addition, Chris assists large financial institutions, asset managers, corporate clients and government entities assess the risk profile of multibillion dollar asset portfolios and associated policies, procedures and valuation methodologies of the portfolios.  Experience also includes advising clients on best practices for governance, internal controls and reporting for a wide range of investments. Chris has an MBA from Fordham University.

RJ Grimshaw

President, CEO
UniFi Equipment Finance

RJ Grimshaw has over 25 years of experience successfully providing strategy to grow revenues. As CEO, President of UniFi Equipment Finance, he is responsible for the strategic planning, execution & financial performance. The December 31, 2016 fiscal year end represented the fourth consecutive year of record-level earnings, increasing at an average annual growth rate of 35.7% since 2013. RJ serves as member of the ELFA's  Vendor & Captive committee. Prior to joining UniFi, RJ spent five years with Everbank Commercial Finance, as well eight years with Key Equipment Finance. RJ is also a third generation entrepreneur and is passionate about the future of intrapreneurs in the workplace. 

Edward Gross

Vedder Price P.C.

Edward K. Gross is a Shareholder at Vedder Price and a member of the Global Transportation Finance team. He established the firm's Washington, DC office and has over 25 years of experience representing bank-affiliated and large, independent equipment financing companies in all aspects of equipment finance transactions, including documenting, structuring, negotiating, syndicating and enforcement. Mr. Gross handles all types of equipment finance matters and structures, including single-investor, leveraged financings, true/tax motivated leases, synthetic leases, TRAC leases, bundled and other vendor-originated financings, and domestic and cross-border financings, primarily for transportation equipment, but also for the following types of equipment: manufacturing and assembly line, construction and drilling, energy-related and other facilities, medical and health-related facilities, computers and software, telecommunications and other high-tech equipment, trucks and trailers, modular units and FF&E.
Mr. Gross is considered an industry leader in business aircraft finance, especially jet aircraft and helicopters. These transactions vary in structure and include tax and non-tax lease and secured loan financing of managed and/or chartered aircraft, air taxi and air ambulance fleet and engine pools, and aircraft operated under fractional and pay card arrangements. Clients include large publicly or privately held businesses, governmental entities or high-net-worth individual users. Many of these transactions involve foreign registered aircraft. Many clients rely on Mr. Gross in syndication transactions, including large portfolio purchases, one-off sales and assignments, discounting, back-leveraging and participation transactions. He has prepared equipment lease, loan and syndication forms for many of the most active financing providers in the industry. Working with Vedder Price's well-regarded bankruptcy and creditors' rights practice, Mr. Gross has assisted financing providers, including various creditor groups, with workout, restructuring, bankruptcy and enforcement matters. He also serves as a member of the Steering & Drafting Committees of the Aviation Working Group/Industry Consultative regarding Non-Citizen Trust.
Mr. Gross was named in Washington, DC Super Lawyers (2007-12) and has been listed in The Best Lawyers in America and The Legal 500. He was elected as Fellow to the American College of Commercial Finance Lawyers in 2011. He has been recognized by the Equipment Leasing and Finance Association (ELFA), receiving the Distinguished Service Award in 2008 and ELFA's Legal Committee Edward A. Groobert Excellence in Leasing Award in 2011. A client respondent in Airfinance Journal's 2011 Guide to Aviation Lawyers mentions, Vedder Price can turn a deal in a day or two if necessary. Ed Gross is our go to person for time-sensitive matters. Ed Gross was selected for inclusion in Who's Who Legal's The International Who's Who of Aviation Lawyers 2011.  

Don Hansen

Chief Executive Officer
Regents Capital Corporation

Aaron Hill

Vice President & Lead Attorney
Farm Credit Leasing

Andrew Ingram

Senior Manager
Alfa Financial Software Inc

Andrew Ingram is Alfa's Global Head of Product Strategy. Andrew joined Alfa in 2008 and has over 10 years’ experience of working with global asset finance companies to optimise their business processes through the delivery of innovative technological solutions. Andrew began his journey at Alfa as a consultant before progressing through implementation and management roles prior to transitioning to provide architectural oversight of the Alfa Systems product in 2017.

As a keen technologist, Andrew has a wide range of experience in identifying opportunities to integrate digital technologies into complex business processes to optimize customer experience. Alongside his product responsibilities, Andrew takes a lead role in the organisation of Alfa User focus groups, as well as presenting at industry events and collaborating on industry articles.

Cassandra John

Sif Capital Advisors

Cassandra John has over a decade of experience working in various capacities across investment banking, asset management, and clean energy. She founded Sif Capital Advisors in 2019 to provide capital markets consulting and strategy advisory services to early-stage and growth-stage cleantech and renewable energy companies. Previously, she was Senior Director of Finance & Strategy at Sparkfund, where she led capital markets, deal structuring, special situations, and financial infrastructure. Prior to Sparkfund, she held positions at JP Morgan, Credit Suisse, Moody’s, and Barclays. She is an active participant in the cleantech ecosystem and is currently mentoring startups in the Cleantech Open Northeast Accelerator. Cassandra received a BS in Strategic Management from the City University of New York - Baruch College.

Emily Latham-Bolt

HR Business Partner

Dominic Liberatore

Deputy General Counsel

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 30 years focusing in the areas of 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 and is a frequent speaker at industry events.

Mr. Liberatore holds a J.D. from Vanderbilt University and a B.A. from the University of Buffalo.

Jennifer Martin

VP, Leasing and Vendor Program Support
Key Equipment Finance

Jen Martin, VP of Originations for Key Equipment Finance has been in the industry and with Key Equipment Finance for 23 years. During her tenure she has held many roles including Operations Manager for various support/client service and Originations teams, project manager, technology product owner, quality assurance manager and vendor program development leader.

Currently Jen Martin is a dedicated member of the technology transformation team working toward an end to end system, culture and process evolution for Key Equipment Finance

Jen Martin is also heavily involved in the equipment finance industry - a member of the ELFA Women's council, Chair for the ELFA Operations and Technology award and on the planning committee for the ELFA Operations and technology conference.

Erica McBride Stark

Executive Director
National Hemp Association

Erica brings to the NHA years of experience in legislative advocacy, industrial hemp education, and non-profit administration. Erica was instrumental in enacting legislation in Pennsylvania which provided farmers and hemp advocates the opportunity to grow hemp for the first time in 80 years. She is proud to have managed the permits and grow hemp in PA since 2017.  Now that federal legalization is here she is looking forward to serving our members and acting as a key leader as we we all work together to build the hemp industry.

Tanya Menon

Associate Professor, Fisher College of Business
The Ohio State University

Tanya Menon is Associate Professor at Fisher College of Business, Ohio State University. Her research on decision making, influence, culture, teams, and networks has been cited in various media outlets including the Wall Street Journal, Boston Globe, The Economist Intelligence Unit, The Times of London (UK), The Guardian (UK), and The Times of India. She has taught courses on Persuasion, Negotiations, Teams, and Organizational Behavior and was the winner of the 2017 Best EMBA professor and 2013 Best Elective Award at the Ohio State University’s Fisher School of Business.

As Associate Professor at the University of Chicago Booth School of Business, she won the teaching award in 2006 (working professionals) and 2007 (full time MBAs). She has conducted executive programs all over the world.

Prior to graduate school, she was a research assistant in INCAE Business School in Costa Rica and an intern in Morgan Stanley's London office. Menon earned a bachelor's degree in sociology from Harvard University in 1995, and her Ph.D. from Stanford Graduate School of Business. She is currently Associate Editor at Management Science Journal. She wrote a book with Dr. Leigh Thompson, Stop Spending, Start Managing: Strategies to transform wasteful habits (2016, Harvard Business Review Press). Her tedxohiostateuniversity talk was recently featured on,’s main site (, reaching over 1.2 Million views.

Andrew Mesches

The Alta Group LLC

Andy Mesches, a director at The Alta Group, helps companies increase the growth and profitability of leasing and finance operations by improving their credit risk management strategies. He has extensive expertise in credit underwriting, credit policy, portfolio management, compliance, and collections.
He has worked in the financial services industry for four decades, including three in the highly regulated banking industry. Mesches particularly enjoys working with organizations to institute proven and effective approaches to mitigate risk.
Prior to joining Alta, Mesches was executive vice president and chief risk officer at Key Equipment Finance in Superior, Colo., from 1995-2010. There, he was responsible for the management of the company’s $10 billion loan and lease portfolio. Preceding Key, Mesches was senior vice president for credit and operations at BancOne Leasing Corporation in Columbus, Ohio. His BancOne responsibilities included management of a $5 billion loan and lease portfolio, various equipment management activities and human resources.
Earlier in his career, Mesches held vice president and assistant vice president positions at San Francisco-based United States Leasing Corp. and Bank of the West, respectively. He began his career at the State Bank of Albany in Albany, N.Y., holding various management roles.
Mesches is a long-time member of the Equipment Leasing and Finance Association and has served on the association’s Credit/Collections and Basel II Advisory committees. He received ELFA’s Distinguished Service Award in 2012 for his work on behalf of the industry.
He received a B.A. Degree in Economics from the State University of New York at Buffalo and also did graduate work at the State University of New York – Albany.

David Miele

Chief Administrative Officer
Citizens Asset Finance, Inc.

David Miele is an SVP and Chief Administrative Officer of Citizens Asset Finance, Inc. (“CAF”), a wholly owned subsidiary of Citizens Bank, N.A. David has responsibility for CAF’s Documentation Teams (in Warwick, RI and Chicago, IL), the Customer Support Team, Process Improvements and runs the CAF Legal Team of four other attorneys and a paralegal.

David is an active participant with ELFA currently serving on the following subcommittees of the Legal Committee: Capital Markets, Motor Vehicle, Amicus Curiae, Legal Award and Equipment Leasing & Finance Magazine. He previously chaired the Legal Committee in 2006, and served on the ELFA Financial Institutions Business Council Steering Committee from 2013 to 2017. David was the primary drafter of the ELFA Revised Code of Ethics promulgated in 2007. He has been a frequent lecturer at the ELFA Legal Forum and on web based seminars focusing on various aspects of equipment finance and documentation. He has also presented the ELFA Guest Lecture Program at local colleges and universities.

Kara Miyasato

Marketing Director
Stryker Flex Financial

Kara Miyasato is the Sr. Marketing Manager for Flex Financial, Stryker’s financial services arm. In this role, she and her team are responsible for the creation of new financial products, marketing communications, analytics, and events & training for North America and Europe.
In 2007, Kara began her career at Stryker and has held multiple individual contributor and management roles within Flex Financial in both operations and marketing. She has also held roles on Stryker’s Government team and data standards team. Her focus throughout her Stryker career has been around employee engagement, customer service, and continual process improvement.
Kara holds degrees in philosophy and economics from Santa Clara University, attained her Master’s degree in Finance from Indiana University’s Kelley School of Business, and is a certified Project Management Professional (PMP). She sits on the board of directors for the Kalamazoo Junior Symphony Society and resides in Kalamazoo, Michigan with her husband, Cullen, and her son, Kai.
Kara is passionate about diversity & inclusion and has led sessions with Stryker to help shed light on unconscious bias and other related topics.

Amy Nelson

US President Healthcare, Clean Technology and Technology Solutions

Mrs. Nelson is the US President for Healthcare, Clean Technology and Technology Solutions. Prior to this role, Mrs. Nelson served as the President for the Global Business Unit Healthcare and Clean Technology of DLL.  She also served as the Chief Financial Officer for DLL's Global Vendor Finance Division. DLL is a fully owned subsidiary of Rabobank Group, specializing in asset-based finance programs for equipment manufacturers, dealers and distributors all over the world. DLL operates in over 35 countries and has assets in excess of €34B.
Prior to DLL, Mrs. Nelson worked at Bank of America Leasing (formerly Fleet Capital Leasing) in various roles of increasing responsibility within Finance. Her most recent focus was on the acquisition and consolidation efforts of several acquisitions made between 1998 and 2001 when she left to join DLL.
Mrs. Nelson is currently on the ELFA Board of Directors and served previously as a member of the ELFA Financial Accounting Committee.
Mrs. Nelson holds a Bachelor of Science in Business Administration from Bryant University. She serves on the Board of Directors for Philips Medical Capital, a LLC owned jointly by DLL and Philips Medical Systems North America.    

Michelle Palomera

VP - Customer and Digital Experience
Genpact, LLC

Michelle Palomera – Vice President, Customer and digital experience
Michelle Palomera is a leader in Genpact’s customer experience practice for banking and capital markets. With over 20 years of experience in technology and consulting in financial services industry with focus on customer experience. Michelle has worked with numerous global firms on strategic efforts over the years across all major areas of financial services. Michelle has held leadership positions in Tandem7, which was acquired by Genpact in 2017, Niteo Partners, ZEFER corporation and CSC consulting . Michelle holds a bachelor’s degree in finance and science from Boston University.

Bryce Ray

SVP / Chief Credit Officer
Med One Capital

Bryce Ray joined Med One Group as Senior Vice President and Chief Credit Officer in October 2013. Bryce is a seasoned lender and banker with over 20 years of experience in commercial lending and a strong background in healthcare. Prior to joining Med One, he was Vice President of Credit at Optum Bank (a subsidiary of UnitedHealth Group), Chief Lending Officer at Marlin Business Bank and worked at Citigroup where he served in various positions before being named Vice President, Commercial Credit. Bryce is passionate about understanding the customer's needs, reviewing credit and analyzing financial statements in order to get a transaction approved.
Bryce earned his Bachelor's degree in Business at Weber State University and also completed the Citibank Commercial Credit College program. In his spare time, Bryce enjoys traveling, golf, skiing, investing and spending time with his wife and 3 children.

Deborah Reuben, CLFP

Reuben Creative, LLC

Award-winning consultant, Deborah Reuben, CLFP is President of Reuben Creative, LLC, a consulting firm specializing in strategic process and technology consulting for lending and leasing. She has a broad equipment finance industry and professional background in both financial services (Wells Fargo and TCF) and the software industry (HCL and Linedata Capitalstream).

Author of The Certified Lease & Finance Professionals' Handbook Sixth Edition, she pens many articles on technology and innovation topics. She contributes to studies and publications and frequently speaks at events inside and outside of the industry. She serves on the ELFA Board of Directors, the Monitor Editorial Board, and chairs the ELFA Tech Innovation Working Group. She is the 2019 recipient of ELFA's Michael J. Fleming Distinguished Service Award as well as the CLFP Foundation's Cindy Spurdle Award of Excellence.

With a keen eye for future technology trends, she brings forward-thinking insights and original ideas to help companies gain efficiencies and design roadmaps for the future. She consults with teams who want to see the bigger picture, explore the art of the possible, and build momentum for transformative change. Learn more at

Steven Riggs

President - Direct Solutiions


Barry Ripes

VP, Financial Institutions Leader
PayNet, an Equifax Company

Barry is Managing Director of Commercial Finance at PayNet, responsible for business development, and management of PayNet’s Commercial Finance team in the United States. Barry has also personally managing many of PayNet’s key relationships. Barry has been at PayNet for 7 years. Prior to joining PayNet Barry was president and founder of Struan Partners, LLC, a futures broker group in US Treasuries at the Chicago Board of Trade.  

Jeffrey Rogers

LiftForward, Inc

Jeffrey Rogers has over 20 years of executive management experience in finance, credit, technology, e-commerce, and operations. Mr. Rogers is the President & CEO of LiftForward, Inc., which provides organizations with payment solutions that power Device-as-a-Service subscription programs. LiftForward’s payment solutions include digital lead generation, point-of sale software, white labelled e-commerce platforms, inventory management, shipping, customer account management and real-time customer analytics reporting. LiftForward also supplies the financing, providing a total end-to-end solution. LiftForward’s Hardware as a Service is becoming the sought after method of selling equipment and capital items of all types. Prior to LiftForward, Mr. Rogers ran and grew several businesses after working in investment banking and law. Mr. Rogers received his BA from Washington and Lee University, his JD from Washington and Lee University School of Law, and finally, his MBA from the Darden School at the University of Virginia.

Rafael Rosato


Rafe Rosato is the Chief Innovation Officer of DLL Group, responsible for driving innovation through the acquisition, development and implementation of digital technologies that will transform the client experience at DLL. Rafe has held various commercial leadership positions in his twenty-four year tenure at DLL, bringing innovative ideas and solutions to some of the most recognized companies in the world. He recently led the design, creation and deployment of the DLL NewCo initiative, leveraging cloud-based technology to create a platform focused on speed, efficiency and transparency through a fintech approach.
Rafe received his formal risk management and credit training as a member of Chemical Banking Corporation and graduated with a Bachelor of Arts degree in American Civilization from University of Pennsylvania in 1988.

Marci Rossell

Former CNBC Chief Economist and Co-Host of SQUAWK BOX

Marci Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. Her animated style was honed when she served as the popular, lively Chief Economist for CNBC in the months immediately following September 11th. She takes complex economic issues, often dull in the button-down business press, and makes them relevant to people's lives, families and careers. Prior to her career in broadcast journalism, Marci served as Corporate Economist and Investment Spokesperson for OppenheimerFunds, one of the nation's largest mutual fund companies. Before moving to Wall Street, she was an expert witness for Deloitte and Touche in court cases involving economic issues. Marci began her career as an economist with the Federal Reserve Bank of Dallas.

Kathryn Ryan

Buckley LLP

Kathryn “Katy” Ryan advises financial services companies on a variety of regulatory, licensing, compliance, and transactional matters, including federal and state compliance requirements, Secure and Fair Enforcement (S.A.F.E.) Act compliance, Federal Housing Administration (FHA) compliance, and the risks associated with the False Claims Act (FCA) and Financial Institutions Reform, Recovery, and Enforcement Act (FIRREA).
A Partner in Buckley LLP’s Washington, D.C., office, Ms. Ryan represents banks, first and second mortgage originators and servicers, reverse mortgage originators and servicers, fulfillment service providers, commercial lenders and servicers, bank holding companies, private equity firms, finance companies, debt collection companies, financial institutions and technology companies, payment processors, money transmitters, and various related service providers. She assists clients with matters before state regulatory agencies, the Consumer Financial Protection Bureau (CFPB), the Department of Justice (DOJ), the Department of Housing and Urban Development (HUD), federal banking agencies, Fannie Mae, and Freddie Mac. She also provides strategic and tactical advice to help clients identify and secure the nationwide federal and state approvals necessary to achieve operational goals.

Mark Scharenbroich

Leadership Expert, Author

Raja Sengupta

Executive Vice President and General Manager
Wolters Kluwer’s Lien Solutions

Raja Sengupta is Executive Vice President and General Manager of Wolters Kluwer’s Lien Solutions. As the chief executive of the business, he leads a growing organization focused on providing search and filing services through its nationwide network. Sengupta has deep roots in the financial services world and has broad experience in leveraging technology and organizational & process redesign to reveal commercial opportunities and increase value in organizations. He is a key leader in Wolters Kluwer corporate organization and is charged with implementation of new technologies-including machine Learning, AI and Blockchain in the Lien Solutions business.

Moorari Shah

Buckley LLP

Moorari K. Shah is Counsel in the Los Angeles office of Buckley Sandler LLP, where he represents bank and nonbank financial institutions in corporate, finance, and transactional matters covering mergers and acquisitions, commercial and consumer lending and leasing, and transaction-related regulatory compliance issues.  Prior to joining Buckley Sandler he was in-house counsel for Toyota Financial Services.

Steven Siler

Chief Technology Officer
Stonebriar Commercial Finance

Steve Siler is the Chief Marketing and Technology Officer at Stonebriar Commercial Finance. With thirteen years of Salesforce experience, Steve has held positions in the Financial Services industry, including positions related to Insurance, Finance, Investment Banking, and Private Equity. Steve graduated from Pitt with a BA in Graphic Design (and a minor in Aquatic Management), which he uses in design and training materials for users. Steve has used his MBA in Information Systems to design and implement solutions on the Salesforce platform as well as systems that connect to and complement Salesforce. Steve recently relocated from his Chicago hometown to SCF HQ in Plano, Texas.

Kris Snow

President, Cisco Capital
Cisco Systems Capital Corporation

Jud Snyder

BMO Harris Equipment Finance Company

Jud Snyder is the President of BMO Harris Equipment Finance Company and BMO's Senior Executive for Southeast Wisconsin.
Jud joined the Bank in 1994 and is responsible for leading the growth and development of BMO Harris Equipment Finance Company. This includes strategic and managerial responsibility for sales, operations, underwriting and equipment management capabilities within the Equipment Finance Company.
Prior to taking on his current role, he had roles in credit, sales and sales management in Equipment Finance prior to taking on the President's role in 2008. In 2010, he moved into the bank as M&I's Head of Specialized Industries. In this role he was responsible for Equipment Finance, Global Trade, Health Care, Dealer Finance, Agribusiness and Sponsor Finance. Following the BMO acquisition in 2011, he moved back into the head role at Equipment Finance with the mandate to leverage the business across BMO and grow the business to scale.
Jud obtained his BA in Russian and Economics from UW Madison ('94). He is currently the Chairman and an Officer of ELFA (Equipment Leasing and Finance Association). He also serves on the Board of Directors for the Milwaukee Ballet (Immediate Past Chair & President and Executive Committee Member), The Boys and Girls Clubs of Greater Milwaukee (Trustee), United Way of Greater Milwaukee & Waukesha County, Teach for America and Froedtert Health Systems.
Jud lives in Whitefish Bay, Wisconsin with his five children.

Michelle Speranza

SVP, Chief Marketing Officer
LEAF Commercial Capital Inc.

Scott Stewart

OnePlace Capital, a division of Bank Midwest

Scott has more than 25 years of experience in the equipment financing industry. He received a B.A. in Finance from the University of Iowa and an M.B.A. in Entrepreneurship and Finance from De Paul University. After nearly three decades focusing on sales, marketing, business start-ups, and leadership in the financial services and real estate industries, he understands the ins and outs of what it takes to start, grow and lead a thriving business in today's competitive environment. Scott started his career with GE Capital Fleet Services in product development. A successful performance led him through GE Capital, where he held several leadership positions in a variety of industry sub sets. During his tenure at GE Capital he excelled at leading teams, building relationships, structuring terms, negotiating transactions, and implementing and managing captive finance programs. His entrepreneurial spirit prompted him to start his own successful small ticket finance company, which he eventually sold so he could focus on building a new company to feed his interest in commercial and residential real estate development. Back at the helm of an equipment finance company once again, Scott is passionate about building One Place Capital and is committed to providing vendors and borrowers the service they deserve, and financing transactions that are transparent, fair and productive for all parties.

Tawnya Stone, CLFP

Vice President, Strategic Technology
GreatAmerica Financial Services

Tawnya Stone is Vice President, Enterprise Strategic Technology, at GreatAmerica Financial Services Corp. She is responsible for the overall strategic direction, oversight and implementation of customer-facing tools and products across various GreatAmerica business units, working in close collaboration with business unit and functional leadership and external technology.

Jim Swift


Jim is the president and CEO of Boca Raton, FL-based Cortera.  Cortera provides information-centric solutions that power business-to-business interactions.  Cortera’s innovative information and technologies deliver behavioral intelligence on millions of businesses.  The wide range of applications of these insights include credit decisioning, sales & marketing intelligence, supply chain insights, and other risk management needs.
Prior to joining Cortera, Jim was the chief operating officer of LexisNexis Risk Management, where he was responsible for the unit’s commercial markets.  He joined LexisNexis through its acquisition of Seisint.  As Executive Vice President, Jim held various executive leadership positions at Seisint in operations, sales, marketing, product and business development.  LexisNexis’ $775 million acquisition of Seisint was the largest acquisition of a venture-backed company in 2004.
Before Seisint, Jim was a senior vice president at Modus Operandi, a management and technology consulting firm specializing in business process reengineering and automation for Fortune 500 clients.  
Jim is a graduate of Rochester Institute of Technology with a Bachelor of Science in Mechanical Engineering degree.

Jake Tapper

Award-Winning Journalist; Anchor and Chief Correspondant, CNN

Scott Thacker, CPA, CLFP

Chief Executive Officer
Ivory Consulting Corporation

Mr. Thacker is the CEO of Ivory Consulting, the software and consulting company that has helped define the modern equipment finance industry with SuperTRUMP, the proven solution for modeling and pricing equipment leases and loans. Scott is the Vice Chairman of the Equipment Leasing and Finance Foundation, and a member of the Equipment Leasing and Finance Association’s Financial Accounting Committee.

He was previously a member of the Board of Directors of the Equipment Leasing and Finance Association and of the Association’s Operations and Technology Committee for five years, three of them as Chair, as well as the co-director of the Foundation’s Research Committee.

Throughout his more than 30-year international career, Scott has helped transform businesses through product and service innovations, new business initiatives, M&A activities, and financial transactions.

Prior to joining Ivory Consulting, Scott was a partner at Accenture and founding member of the management consulting group focused on providing solutions to the North American equipment leasing and asset finance industry. Previously, he was instrumental in creating Oracle’s now widely used Oracle Lease and Finance Management software application, and with American Airlines, where he was involved in executing aircraft, equipment and real estate leases as well as other financial transactions. Scott was a founding member of both AMR Consulting Group, an affiliate of American Airlines, and AT&T Solutions, a division of AT&T.

Scott received an M.B.A. in Finance from The Wharton School of the University of Pennsylvania and a B.S. in Accounting from the Wake Forest University. He is a CPA and CLFP.

Mark Theis

John Deere Financial

Responsible for credit underwriting, M&A and risk monitoring for John Deere's U.S. and Canadian dealers. Held prior assignments in accounting and finance in John Deere in the U.S., Netherlands, Luxembourg and Canada.

Phillip Thigpen

PricewaterhouseCoopers LLP

Patricia Voorhees

The Alta Group LLC

Patricia M. Voorhees, a director at The Alta Group, has over 25 years of experience in commercial finance. Her expertise focuses on forming captive financing companies, establishing vendor finance programs, and facilitating mergers and acquisitions within the commercial finance industry. After launching her career at IBM, Voorhees was an executive at GE Capital from 1996 to 2011, where she served in several key roles. In her initial position as vice president for business development, Patricia was responsible for establishing more than a dozen new vendor and captive finance programs. She then became managing director of business development for M&As, managing more than 14 acquisition originations. Later she was the company’s general manager of Office Imaging Finance, leading a small-ticket leasing business with $5.5 billion in assets and 450 employees. She also was GE Capital’s strategic pricing leader during the U.S. financial crisis.
Patricia holds a bachelor of arts degree in economics from Western Connecticut State University, and two masters of arts degrees from Fordham University, in education for peace and social justice, and ethics and society. Patricia currently serves as Director of Fordham University Business School’s Consortium for Trustworthy Organizations.

Jacob Wachman

Vice President, Digital
SunPower Capital, LLC

Jake Wachman is the Vice President of Digital at SunPower. Since joining the company in 2016, he and his team have transformed residential and commercial solar customer experiences using agile software development methods and on-time, on-budget software delivery. He is the co-creator of EDDiE®, an industry-leading sales and design platform exclusively for SunPower partners, and SunPower Instant Design, a completely new way to design solar power systems automatically using machine learning.

Jake currently serves as a mentor to startups at Powerhouse, the world's first incubator and accelerator dedicated to intelligent energy entrepreneurs.

Prior to SunPower, Jake managed software product for Sunrun, where he launched the first web-based solar design software based on 3D shade models. Jake started his career managing marketing, software product, and customer service programs for PowerLight’s new homes division.

Kenneth Weinberg

Baker, Donelson, Bearman, Caldwell & Berkowitz PC

Ken Weinberg is a partner at Rimon, P.C., and practices in the area of commercial finance, focusing on equipment leasing, equipment finance and project finance. He represents bank-affiliated, captive, and independent finance companies in many transactional aspects of equipment leasing and finance and has experience with many types of equipment and facilities. A key component of Ken's practice also includes his representation of both lenders and borrowers in connection with recourse and non-recourse energy project financing transactions across the country. Ken contributes regularly to the equipment leasing and finance industry and, since 2002, has published almost 100 editions of his regularly scheduled column, Dispatches from the Trenches, in Monitor Leasing and Financial Services.

Geoff Whaling

Co-Founder and President
HIP Canopy Growth USA LLC

Geoffrey W. Whaling is the President and CEO of AgricNext and CEO of GWW LLC. He is also the Founding Board Member of the Coalition for Access Now and Athletes 4 Care. Born in Canada Geoff is the retired Founder, Chief Coordinator and CEO of Current Events, Corporate Planners International, North American Motorsport Events (NAME), Inc. and the GoodSport Management Group of Companies.
Whaling’s areas of expertise are wide ranging given the complexity and diversity of his government, business, entrepreneurial and philanthropic work. His strengths include strategic communications, government and public affairs/relations, business-to-business marketing and partnerships, sponsorship sales, large-scale multi-element blockbuster event production, logistical coordination, destination management, protocol, security and hospitality programming, merchandising, fundraising and promotions. A profound sense of “wanting to serve” remains an integral part in his life.


Marriott Marquis Washington, DC
901 Massachusetts Ave NW
Washington, DC 20001

Get directions

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

If you would like information on exhibiting at this conference, please contact Steve Wafalosky at or 440.247.1060.

Alfa Financial Software Inc - Booth #41

Alfa has been delivering systems and consultancy services to the global asset finance industry since 1990.

Our best practice methodologies and specialised knowledge of asset finance mean that we deliver the largest system implementations and most complex business change projects. With an excellent delivery history over our 27 years in the industry, Alfa's track record is unrivalled.

Alfa Systems, our class-leading technology platform, is at the heart of some of the world's largest asset finance companies. Key to the business case for each implementation is Alfa Systems' ability to consolidate multiple client systems on a single platform. Alfa Systems supports both retail and corporate business for auto, equipment, wholesale and dealer finance on a multijurisdictional basis, including leases/loans, originations and servicing. An end-to-end solution with integrated workflow and automated processing using business rules, the opportunities that Alfa Systems presents to asset finance companies are clear and compelling.

We know that no one project is like another. Gaining a competitive advantage in the modern marketplace demands fresh innovation every time. We work to understand your business completely, then align our implementation methodology with your business practices. We work with you to shape the solution that fills all the gaps.

Our people are only the most talented graduates and professionals. All our consultants operate in all areas of the business, from preliminary client contact and requirements definition right through to manning the support desk. This ensures all our staff develop and maintain excellent all-round expertise.

With over 40 clients in 18 countries, Alfa has offices all over Europe, Asia-Pacific and the United States. For more information, visit

American Lease Insurance - Booth #31

American Lease Insurance Agency Corporation (ALI) provides comprehensive insurance tracking services and portfolio protection to equipment financing companies throughout the United States, and as Lease Insurance International (LII), to equipment financing companies in Canada. Through meticulous insurance tracking, either stand-alone or combined with an automated Program of property and liability insurance, we ensure that every asset in each portfolio is adequately covered.
For companies with middle- to large-ticket or vehicle portfolios, ALI offers stand-alone tracking of insurance coverage.  ALI tracks insurance coverage throughout the term of each agreement, and follows up on insufficient or lapsed coverage. ALI’s processes are customized for each equipment finance company’s needs, and designed to minimize customer noise while ensuring that equipment is continuously covered.
ALI’s small ticket Program, underwritten by Allianz Global Corporate & Specialty™, rated "A+ XV" by A.M. Best, offers better coverage than lessee customers can obtain through most commercial policies, typically at more competitive "group" insurance rates. ALI Programs provide lessee customers a cost-effective, convenient way to comply with the insurance requirements of their agreements, resulting in the highest customer acceptance rates in the industry. Equipment finance company clients of ALI derive significant fee and other income from use of ALI Programs.
ALI services are seamlessly integrated with lease accounting software programs as well as clients' legacy systems, enabling automated, secure data exchange between equipment financing companies and ALI.
Headquartered in Sunderland, Massachusetts, ALI was founded in 2000 by licensed insurance producer Steve Dinkelaker. For more information, go to

BigIron Auctions - Booth #3

In 1984, Ron and Mark Stock, both farmers and entrepreneurs, founded Stock Auctions to conduct onsite auctions. Always driven to innovate, Ron and Mark added BigIron Online Auctions in 2009. Now as BigIron Auctions, the company conducts both weekly online and scheduled onsite auctions.

BigIron's online platform allows you to virtually “kick the tires” before you buy. We provide the seller's information to our online buyers so they have access to the same kind of information they'd get in person. We've reinvented the way used farm, construction and transportation equipment is sold to best meet the needs of our buyers and sellers with unreserved auctions, a guarantee of free title and no buyer fees.

We are committed to continually improving with a state of the art online platform, global marketing and BigIron Independent Sales Representatives across the nation. From this commitment, we have grown to become the largest unreserved online auction serving rural America, selling tens of thousands of items through weekly unreserved auctions to registered bidders representing a global marketplace.

Visit to review the items in upcoming online auctions, held every Wednesday, and to check out a schedule of our onsite auctions. Whether you are browsing, buying or selling, we are confident you will be rewarded with the value of BigIron Auctions.

  • Rural Connections. With straightforward, efficient buying and selling, we are seamlessly connecting buyers and sellers from all across rural America and beyond.
  • Respected Values. With our honest, safe and reliable auctions, you can be confident in your decision to buy or sell with BigIron.
  • Real Deals. With our unreserved auctions, at the drop of the hammer everything sells to the highest bidder.

Bluechip Asset Management - Booth #10

Exhibitor profile is not available at this time.

Centurion Service Group, LLC - Booth #18

Centurion Service Group specializes in surplus medical equipment auctions, selling over 100,000 pieces of medical equipment every year from our Chicago, Las Vegas, South Florida, and Dallas warehouses, which have a combined 130,000 square feet of storage space. We help hospitals and health systems, surgery centers, radiology centers, banks, leasing companies, original equipment manufacturers and other healthcare facilities to monetize their surplus assets through live auctions at our warehouses, off-site live auctions and timed auctions. These multiple auction formats allow Centurion to be flexible with our customers and help them maximize every asset while minimizing the costs of hosting their own surplus programs. Centurion also offers other asset management services that help with locating, trading, and valuating equipment.

Certified Lease & Finance Professional Foundation (CLFP) - Booth #36

The CLFP Foundation is a certifying body created in 1980 to raise industry standards among equipment leasing and financing professionals. The Foundation serves as the governing body for CLFP certification and recertification. We provide access to education, training and certification testing through strategic partner alliances.

To become a CLFP, a candidate must have a minimum time in the equipment leasing and finance industry and pass an eight-hour exam. The CLFP Foundation provides the following study tools to prepare for the exam: Body of Knowledge, The Certified Lease & Finance Professionals' Handbook; Certification Exam Outline with Sample Questions; CLFP Mentor Program; and the Academy for Lease & Finance Professionals. For more information, please visit our website at:

Cloud Lending, a Q2 Company - Booth #15

Cloud Lending, a Q2 Company, is the technology of choice for financial institutions leading the next wave of lending and leasing. Through our integrated front-to-end lending platform, financial institutions can simplify the borrower experience, accelerate loan processing, increase application volumes, and reduce operational inefficiencies through automation and configuration. We provide solutions for Commercial, Small Business, Construction, Consumer Loans, and Equipment Leasing. To learn more, visit Cloud Lending at

CODIX - Booth #30

CODIX is a software solution provider with branches in USA, Canada, Mexico, Germany, Romania, Czech Republic, France, Spain, Bulgaria, Tunisia, & Vietnam. iMX is a global, powerful and flexible event-based IT solution that provides an all-in-one package for any kind of leasing, finance and collection activity.


Key highlight points:

  • Full multilingual and multicurrency abilities including worldwide multi-entity support
  • System is based on the latest available technologies (Oracle/Unix/etc)
  • iMX includes all the most advanced business functionalities to cover any need of a leasing, finance or collection company
  • Native integration of all the tools needed to improve global productivity: telephony, imaging, decisional environment, etc.
  • Complete expert system technology allows changing system behavior via a graphical tool so limited need for Codix involvement when business processes change - including full workflow and task follow up
  • Complete Web based access for external entities
  • Complete reporting and decisional platform that is graphical

The solution covers the entire lifecycle of leasing products, assets and services.
Codix is a leading provider of finance and collections solutions worldwide. For more information please visit

Constellation Financing Systems - Booth #8

Italo Guerrieri
Constellation Financing Systems
640 Brooker Creek Boulevard, Unit 410
Oldsmar, FL 34677
Mobile: (647) 998-5591
Phone: (289) 291-4985

Constellation Financing Systems (a subsidiary of Constellation Software Inc.) is a premier software and service provider of CRM, Origination, Pricing, Quoting, Credit Adjudication, and Document Production, Leasing and Loan Management Software and related services to financial institutions, leasing companies, and equipment manufacturers.

Our software solutions manage the full asset finance transaction life cycle from origination and decision support through booking to end-of-term activities, and onward into further transactions throughout the whole life of the asset until final disposition. Also, the application allows for the tracking of both physical and financial information throughout the whole life of the asset, as it may move between contracts, locations, and lessees.

For well over 30 years, Constellation Financing Systems has helped more than 100 finance industry clients to achieve their operational goals using our lease and loan software systems. Our clients include a diverse mix of US and Canadian banks, manufacturer captive, independent and specialty finance companies. Constellation Financing Systems has offices in Canada - Toronto, Kitchener, and Markham and an office in the USA - Oldsmar, Florida.

Constellation Software Inc. is a publicly traded company with proven expertise in acquisition, integration, and long-term management of niche-leading software firms. Since its founding in 1995, Constellation Software, Inc. has grown rapidly through a combination of acquisitions and organic growth and established a strong constellation of companies with a large, diverse customer base comprised of over 15,000 customers operating in over 30 countries around the world. To date, Constellation Software Inc. has been growing at around 40% per annum and has made more than 200 acquisitions.

Constellation Software Inc. is listed on the Toronto Stock Exchange (Symbol: CSU).

Copernicus-USA, LLC - Booth #23


Ian Charik
Phone: +1 (312) 919-5002
Web Site:

Fully integrated, web native solution, designed for the Global Finance Industry, providing seamless CRM, Front, Middle and Back Office functionality with integrated Mobile. Built using the latest web native technologies and finely tuned by our many years of industry experience, we believe we are able to deliver the most robust, flexible and complete asset finance software package in the Industry; a web native cradle to grave asset finance pricing, administration, accounting and collections system. Designed and built using Microsoft's .NET framework and SQL Server as well as the latest security technology based on Open Authentication Standards.

Copernicus provides full support for the modern Global Installment Finance Industry - available for Brokers, Small to Big Ticket, Equipment and Auto, Independents and Captives. We offer a new approach designed to reduce implementation timescales and costs.

Process any payment structure, with multiple drawdowns and other complex cash flows, including commissions, subsidy, maintenance, fees and insurance. Extremely easy to use as it runs in a standard web browser with controls that users are already familiar with.

  • Available as either a hosted (cloud) solution or, as an in-house system
  • Provides:
    • complete portfolio control through a full double entry bookkeeping system
    • user-configurable workflow with documents and alerts
    • flexible and user-configurable reporting
    • sophisticated decisioning and credit scoring
    • powerful calculation engine
    • user-configurable Collections functionality
    • includes CRM with a marketing campaigns management module

Standalone and integrated mobile processing for sophisticated financial calculations, Quoting and Portal functionality.

Cortera - Booth #14

A company’s ability to access and act upon information about their customers, prospects and suppliers is often the difference between winning and losing.  Whether making credit decisions, assessing the health of suppliers, prioritizing sales efforts or dealing with many other B2B interactions, companies need accurate insights delivered in a useful form when and where they’re needed.
Specifically for ELFA members, we provide B2B credit data and monitoring services that credit and collections professionals in the equipment finance industry to make better decisions.
For over 20 years, Cortera has provided innovative business information and workflow automation solutions.  Our combination of proprietary technology platforms and flexible, open data-on-demand layers allow us to deliver high value, low cost solutions to companies of all shapes and sizes.

CSC - Booth #28

CSC® is the single source for all Uniform Commercial Code (UCC) searching and filing needs. We are the experts at due diligence management, with unmatched speed and accuracy. From a single search or file to thousands, our services save costs, reduce errors, and make routine business processes easier.

CSC has provided UCC services for nearly six decades, and is a leading provider of business, legal, tax, and digital brand services for many of the world’s largest companies. Today we serve thousands of financial institutions, including commercial banks, capital finance companies, and large leasing enterprises, as well as legal firms that specialize in secured transactions. CSC is uniquely positioned to provide the best web-based technology and flexible integration capabilities.

Companies trust CSC for UCC services that help:

  • Uncover search records that other providers and state systems miss
  • Increase the accuracy of UCC filings and reduce rejection rates
  • Monitor expirations, debtors, corporate entities, and bankruptcies

CSC’s industry-leading solutions seamlessly integrate with existing loan processes, and are supported by award-winning customer service.

We’re ready to talk
Visiting, or calling (800) 858-5294, to learn why equipment leasing companies are switching to CSC, and how we can help manage risk and reduce costs associated with your lending, leasing, or legal transactions.

DAT - Booth #11

DAT Solutions Titling, Liens and Registration Compliance

For 40 years, DAT has been providing software solutions to the transportation industry. Fortune 500 banks, financial institutions, legal advisors, and businesses that need to transfer or refinance transportation assets use our services, including Wells Fargo, US Bank, Hitachi, Citi, Bryan Cave and PNC and more.

Dominion Leasing Software LLC - Booth #37

Exhibitor profile is not available at this time.

ECS Financial Services, Inc. - Booth #16

Visit us at booth #7
Nancy A. Geary, CPA, CLP | Partner
847.897.1715 direct |
Jay W. Dahl, CPA, CLP | Partner
847.897.1714 direct |
Shari L. Lipski, CLP | Principal
847.897.1711 direct |
ECS Financial Services is one of only a few CPA firms in the United States that specializes in providing portfolio management, accounting, tax, and management advisory services to the equipment leasing industry.  Our lease management team of highly skilled accountants and tax specialists are experienced in providing quality professional service in the management of lease portfolios, and their efforts are enhanced by the state of the art, industry-specific software we utilize.
ECS Financial Services provides lease management services including accounts receivable billing and collections, preparation of monthly gross investment, lease income and residual schedules, as well as a variety of useful management reports, book and tax depreciation tracking, and other related needs.  ECS Financial Services provides accurate and timely reports that enable management to make sound decisions, and develop strategies for the optimum management of their portfolio and business.  ECS also prepares multiple state sales tax, and personal property tax returns for each jurisdiction involved, including tracking of due dates.  
In addition to our portfolio management services, ECS Financial Services can also maintain your general ledger and other accounting records, and prepare financial statements and income tax returns, including multiple state returns, for business entities and individuals.  If you would like to retain the services of your current accountant, ECS Financial Services will provide journal entries and other relevant accounting data to your in-house accountant or independent accounting firm for their use in preparing financial statements and income tax returns.
ECS Financial Services caters to leasing companies who need to satisfy all of the accounting and reporting requirements of their portfolio, but either cannot justify the cost of an in-house staff with all of the skills and experience necessary to meet those needs, or simply don’t want the pressures of handling these responsibilities in-house.  We can provide the flexibility and assistance necessary to meet your back-office needs.  Additionally, our services are not a bundled package; you are able to select which services you feel would be most beneficial to your organization.
Outsourcing the management of your lease portfolio to ECS Financial Services will result in cost savings by providing your company with all of the resources of a team of experts without the overhead.  We are the single solution to all of your lease accounting and reporting needs.  Let us put our experience to work for you wherever it is needed in accounting, income tax and lease portfolio management.

EDA by Randall-Reilly - Booth #33

Finding equipment finance prospects just got easier. EDA turns equipment-based UCC filings into a marketing database containing high-value prospects with a proven equipment finance history. With over 25 years of experience, EDA’s database contains over 5 million prospects and 25 million transactions for over 500 equipment types. To harness this powerful information, EDA’s platform also provides event-based triggers that can identify prospects with potential lease expirations, vendor refinancing, rental conversions plus other equipment finance opportunities.
EDA is a division of Randall-Reilly.  

Equipment Leasing & Finance Foundation - Booth #1

The Equipment Leasing & Finance Foundation propels the equipment finance sector—and its people—forward with its industry-specific knowledge, intelligence, and programs. Through free studies, internships, and Guest Lecture opportunities, we help people navigate the changes coming up to make better business and personal career decisions. Visit the Foundation Booth to learn more about our invaluable resources and programs!

Equipment Leasing and Finance Association - Booth #39

The Equipment Leasing and Finance Association is the trade association representing financial services companies and manufacturers in the $1 trillion U.S. commercial equipment leasing and finance sector. ELFA exists to provide member companies a platform to promote and advocate for the industry, including attracting and developing new and diverse talent; a forum for professional development and training; and a resource that develops information about, and for, the industry.

Stop by the ELFA booth and learn more about the SEFA Interactive Dashboard and ELFA’s new online course on the Master Lease Agreement.

If you’re interested in learning more about the benefits of ELFA membership, contact Julie Benson, VP of Membership Marketing at

Fifth Third Bank - Booth #26

Exhibitor profile is not available at this time.

FIS - Booth #20

FIS™ is the world's largest global provider dedicated to financial technology solutions. FIS empowers the financial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, risk and compliance, trade enablement, transaction processing and record-keeping. For equipment finance companies, FIS is proud to offer Ambit Asset Finance, a modernized end-to-end core lending platform. FIS' more than 52,000 worldwide employees are passionate about moving our clients' business forward.

FleetEvaluator - Booth #24


Fleet Evaluator is a powerful asset valuation tool backed by the most expansive and accurate data in the industries it serves. The software weighs data against key market considerations and health of the market indicators to deliver accurate asset valuations reflective of market values.

Garnet Capital Advisors, LLC - Booth #6

  • Headquartered in New York, with offices in Boston, Atlanta, Houston, Minneapolis, and San Juan.
  • Senior management has over 100 years combined experience in the loan-sale advisory business since the late 1980’s.
  • Employs 27 professionals focused on loan sale advisory.
  • Compliant with both the PCI-DSS and ISO 27002 international data-security standards.
  • Fully vetted and vendor-approved by government agencies and dozens of major institutions nationwide.
  • Sales database of over 23,000 secondary market participants.
  • Our closing rate for commercial and residential sale transactions is 98%.

Great American Insurance - Booth #2

Visit us at booth #2
Great American Insurance Group helps make equipment transactions faster, easier, and more profitable for leasing and finance businesses, while helping them provide added value, convenience, and exceptional service to their customers. Physical damage insurance for equipment, vicarious liability insurance for lessors, property insurance for commercial titled vehicles, stip loss gap insurance, and equipment residual value insurance are our specialties.
Customized insurance programs for automatic, voluntary and POS scenarios help you:
• Create new revenue streams
• Expedite the leasing and finance process
• Provide a convenient insurance option for customers
• Manage risk for a healthy portfolio
Great American Insurance Company, flagship company of Great American Insurance Group, has been upgraded to an “A+” (Superior) rating and has continuously earned an “A” rating or higher by A.M. Best Company for more than 100 years (affirmed March 20, 2015).

IDS - Booth #19

Paul Macura, VP Sales - Americas & Europe
220 South Sixth Street
Suite 700
Minneapolis, MN 55402
(612) 851-3200

IDS is the leading global provider of software and solutions for the equipment and asset finance industry. IDS has a proven track record of serving hundreds of customers, from smaller independents to seven of the world’s top 10 lessors in over 30 countries around the globe. IDS solutions are powerful and functionally-rich, yet flexible to meet each organization’s business needs. IDS customers benefit from the collective best practices of our large, global user community. Headquartered in Minneapolis, MN, the company also has offices in the United Kingdom, Australia, Singapore and India. For additional information, visit or email

Ivory Consulting Corporation - Booth #17

Scott A. Thacker
Chief Executive Officer
415-933-0892 - mobile

For over 35 years, Ivory Consulting Corporation has been the leading provider of equipment lease and loan software, software customizations and consulting services for the equipment finance industry. Ivory's flagship product, SuperTRUMP, is the proven solution for modeling and pricing complex leases and loans and is trusted by 8 of the Monitor top 10 companies. Ivory Consulting Corporation is privately held and headquartered in Walnut Creek, CA.

JDR Solutions, Inc. - Booth #29

JDR Solutions, Inc. is a provider of front end and back office lease portfolio administration services, custom web portals, software as a service, database support and technical consulting for the equipment leasing industry.

We tailor our services to meet the specific needs of banks, manufacturer captives, independent lessors and other financial institutions in the United States and abroad, in such areas as:

  • Private label invoicing
  • Cash applications
  • Tax administration
  • Lease accounting
  • Collections
  • Contract booking
  • Midterm contract modifications
  • Customer service

Client data is protected through a "6+2" redundancy, maximum firewall settings and multi-location data storage. Our security, financial and operational practices and processes comply with the American Institute of Certified Public Accountants' Service Organization Control (SOC) 1 and 2 requirements.

Stop by and meet Richard Lewis, Vice President of Business Integration; Doug Williams, Vice President and Chief Information Officer; and Steve Leer, Director of Marketing and Business Development.

JDR Solutions, Inc.
8606 Allisonville Road, Suite 245
Indianapolis, IN 46250

Phone: 855-863-7676

Linedata Lending and Leasing - Booth #4

Raphael Absa
Phone: (857) 210-5030

Linedata Ekip360 is an end-to-end software solution designed to automate and manage finance operations for the lending and leasing industry. It seamlessly covers the entire value chain for equipment finance from origination to servicing. For sales activity that doesn’t skip a beat, Mobil’Ekip provides mobility and flexibility including the ability for sales, operations and end-users to leverage their Linedata Ekip360 solution on a smartphone or tablet. For simple to very complex lending and leasing operations, and clients ranging from banks to captives and credit companies, Linedata Ekip360 aids in consistent and efficient day-to-day portfolio management. Contact Raphael to set up a dedicated appointment during ELFA Annual.

LTi Technology Solutions - Booth #21

LTi provides an end-to-end equipment finance lifecycle management solution, ASPIRE, that flexibly manages a contract from lead management through termination. ASPIRE is designed with a workflow orientation that focuses on standard business processes, integrating the data required by those processes and automating, tracking and streamlining processes intuitively, by each individual end user.

The end result to the customer is a comprehensive view into their entire enterprise, allowing for: better visibility into accounts, better customer service, improved efficiencies and a more intuitive decisioning process. Ultimately, a more fluid transaction lifecycle brought on by having a true end-to-end system.

LTi remains committed to offering flexible solutions designed to meet the needs of their clients now and into the future. LTi's goal with its flexible architecture is to accommodate all types and sizes of equipment finance companies including: small, middle market ticket sizes, small and large portfolios, captives, financial institutions and independents.

Bryan Hunt
Phone/Fax: (402) 493-3445/(402) 493-3433
Web Site:

Monitor / - Booth #7

NETSOL Technologies Americas, Inc. - Booth #40

NETSOL Technologies is a leading global business services and enterprise software solutions provider primarily serving the asset finance and leasing industry worldwide. The company’s suite of applications is backed by 40 years of domain expertise and supported by a committed team of over 1600 professionals placed in eight strategically located support and delivery centers throughout the world. The company is headquartered in Calabasas, California in the United States and have support and delivery centers in the United Kingdom, Australia, Thailand, Indonesia, China and Pakistan.

NETSOL prides itself in maintaining the highest quality standards while delivering services to its diverse client base across the world including blue-chip organizations and Fortune 500 companies. Having helped over 200 companies across the globe streamline their operations, the company has delivered more than 300 implementations with a 100% project success rate. NETSOL is also the first IT company in the finance and leasing industry to launch a complete line of enterprise digital applications.

The company’s end-to-end product solutions alongside the enterprise digital solutions offered by NETSOL help organizations transform their finance and leasing operations, providing a fully automated asset-based finance solution covering the complete finance and leasing life-cycle. The company’s core product alongside its digital solutions have been powering leasing, lending and wholesale asset management operations for organizations across the world. NETSOL’s systems offer complete lease management for automotive finance contracts to equipment leasing and big ticket finance.

Corporate Headquarters
23975 Park Sorrento, Suite 250, Calabasas, CA 91302, USA
Phone: +1 818-222-9195

Odessa - Booth #42

Headquartered in Philadelphia, USA, Odessa is a software company exclusively focused in the leasing industry. Odessa provides the LeaseWave system and Odessa platform to power a diverse customer base of leasing companies globally. LeaseWave is a powerful, end-to-end, extensible solution for lease and loan origination and portfolio management. The Odessa platform further provides rich feature sets including low-code development, test automation, diagnostics, reporting and business intelligence to ensure organizations can more effectively align business and IT objectives. With flexible deployment models, you can launch via our SaaS offering and only pay for as much as you need. Your platform, your way.

Jim Humphrey
SVP, Sales
215-231-9800 xt 116

Odessa - Booth #43

Headquartered in Philadelphia, USA, Odessa is a software company exclusively focused in the leasing industry. Odessa provides the LeaseWave system and Odessa platform to power a diverse customer base of leasing companies globally. LeaseWave is a powerful, end-to-end, extensible solution for lease and loan origination and portfolio management. The Odessa platform further provides rich feature sets including low-code development, test automation, diagnostics, reporting and business intelligence to ensure organizations can more effectively align business and IT objectives. With flexible deployment models, you can launch via our SaaS offering and only pay for as much as you need. Your platform, your way.

Jim Humphrey
SVP, Sales
215-231-9800 xt 116

Orion First Financial, LLC - Booth #32

Exhibitor profile is not available at this time.

PayNet, an Equifax Company - Booth #22

PayNet, Inc., is the leading provider of credit ratings on small businesses enabling lenders to manage credit risk, grow earning assets and operate credit processes at lower cost. PayNet maintains the largest proprietary database of small business loans, leases and lines of credit encompassing over 24 million contracts worth over $1.6 Trillion. Using state-of-the-art analytics, PayNet converts raw data into real-time marketing intelligence and predictive information that subscribing lenders use to make informed small business financial decisions and improve their business strategy. For more information, visit

Sopra Banking Software - Booth #9

Who we are …
Founded in 1979, Sword Apak has over thirty years' experience of providing specialist financial systems to the global asset finance and banking sectors. Our products have been designed by in-house financial software specialists, utilizing their extensive knowledge and long-term experience of working within the financial services industry. Many of our staff have a background in finance, which helps us to provide the best business focused and technically advanced solutions. Our specialist teams work with business and IT leaders to solve critical challenges by taking an intense industry focus with deep strategic insight, ensuring there is close alignment between the organization's business strategy and IT initiatives.
As part of the Sword Group, Sword Apak has access to a global infrastructure of offices and hosting facilities in over 20 countries.
Our business …
With a proven, first class record of delivering and supporting international wholesale floorplanning technology requirements, Sword Apak's market leading Wholesale Finance System, 'WFS' is widely recognized as the preferred solution for major banks and captive finance providers in the automotive and equipment funding sectors. Specifically developed to standardize, streamline and automate dealer funding operations, WFS can be rolled out into multiple markets on a single, global platform with minimal impact on our clients' business and technical infrastructures, whilst significantly improving operational efficiency and productivity. Supporting dealers in more than 20 countries, Sword Apak's floorplanning software is successfully used globally by major financial institutions.

Specialty Equipment Insurance Services - Booth #13

Exhibitor profile is not available at this time.

Wolters Kluwer Lien Solutions - Booth #25

Visit us at booth #25

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