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 - Member $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
$150.00
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.
$200.00
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

Speakers

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.



Martha Ahlers

President
United Leasing & Finance


Martha Ahlers is President of United Leasing & Finance. She has over 20 years of commercial leasing experience and started with the company in 1996. Ms. Ahlers holds a Bachelor's Degree in Economics from the University of Illinois. She is involved in numerous civic and community organizations including the Ronald McDonald House Charities, Evansville Executive Forum, Tri State MS Association Board, and Carver Community Daycare. She has previously served on the Equipment Leasing and Finance Foundation Board of Directors, and is currently Chair-elect of the 2019 Equipment Leasing and Finance Association (ELFA) Board of Directors.

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."

Kaitlin Bonner

Relationship Manager
Farm Credit Leasing



Susan Carol

CEO
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
campaigns.
 
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.

Diane Croessmann

Director
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.

Shannon Detling

Director
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

Solution Architect
Tamarack


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

Principal
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.

Andy Fishburn

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
Odessa



Emily Foley

Head of Corporate Marketing
Cisco Systems Capital Corporation



Robert Geis

Director / Assistant General Counel, 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.

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

Shareholder
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.  

Andrew Ingram

Senior Manager
Alfa Financial Software Inc



Cassandra John

Head of Capital Markets
SparkFund



Dustin Lee

VP, Associate General Counsel
Fifth Third Bank


Mr. Lee is Vice President and Associate General Counsel at Fifth Third Bank, supporting its Commercial Lending line of business. He has experience structuring and negotiating lease and loan transactions with borrowers, lessees, vendors, leasing companies, investors, and other banks. Mr. Lee is an active member in the equipment finance industry and has extensive knowledge of the relevant commercial and regulatory issues.

Before joining Fifth Third Bank, Mr. Lee was Senior Vice President and General Counsel of Summit Funding Group. In addition to managing the Legal Department, Mr. Lee led operations teams in the company's Documentation and Funding Groups. Mr. Lee's primary responsibility was executing within these Groups across the company's direct, vendor finance, and third-party origination platforms, facilitating the funding of over $1 billion in asset-backed lease and loan transactions. Mr. Lee met regularly with the company's Sales, Credit, and Syndications teams to evaluate and balance customer needs with funding requirements. Mr. Lee also worked closely with the company's board of directors and management team to develop and implement meaningful growth strategies.

Mr. Lee started his career at Taft Stettinius & Hollister LLP, where he advised public and private companies on registered debt and equity offerings, private placements, venture capital financings, M&A deals, credit facilities, and '34 Act reporting, and also provided clients with day-to-day legal, regulatory, and commercial advice.


Dominic Liberatore

Deputy General Counsel
DLL


Dominic A. Liberatore is the Deputy General Counsel for DLL, a global provider of leasing and business finance solutions, including vendor finance.

Mr. Liberatore has been practicing law for 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.

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 ideas.ted.com, Ted.com’s main site (go.ted.com/tanyamenon), reaching over 1.2 Million views.


Andrew Mesches

Director
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.

Deborah Reuben, CLFP

President
Reuben Creative, LLC


Deborah Reuben, CLFP is President of Reuben Creative, LLC a consulting firm specializing in strategic process and technology consulting for lending and leasing.  An equipment finance industry veteran, she has a broad professional background in both financial services (Wells Fargo and TCF) and the software industry (HCL and Linedata Capitalstream).  
 
Author of multiple articles, she is a contributor to studies and publications and authored The Certified Lease & Finance Professionals' Handbook Sixth Edition. A frequent speaker at industry events, she served as chair of the ELFA Operations and Technology committee, is a founding member of the ELFA Women's Council.
 
Known for connecting the dots in unconventional ways, her unique industry experience, creative facilitation approach, and a keen eye for future trends enables her to bring forward-thinking insights and original ideas to developing roadmaps for the future. A trusted advisor for leaders who want to leverage cutting-edge technology to achieve their business goals, she helps teams to see the bigger picture, understand technology possibilities, stretch the imagination of what could be, and chart a course for transformative change.

Scott Riehl

VP, State Government Relations
Equipment Leasing and Finance Association


Scott Riehl serves as Vice President of State 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. Riehl joined ELFA in June 2016. He directs and executes all aspects of the association’s state government relations strategy, monitoring and engaging legislation and regulation impacting the industry in all 50 states.

Mr. Riehl brings 24 years of direct issue advocacy, legal and legislative staff experience to ELFA. For 13 years he represented the consumer products industry, including serving as Vice President of State Government Affairs and Associate Counsel at the Grocery Manufacturers Association. Prior to GMA, Mr. Riehl served as a Vice President at Stateside Associates, a full-service state legislative tracking company, where he provided direct political consultation for numerous Fortune 500 companies and D.C.-based trade associations. Previously, Mr. Riehl was a state affairs specialist for the National Rifle Association of America. Immediately prior to joining ELFA, he led the Riehl Group LLC, a political and strategic issue management and consulting firm based in Virginia.

In the legal and state legislative arenas, Mr. Riehl worked in the Washington, D.C., office of Seyfarth, Shaw, Fairweather and Geraldson, where he specialized in the firm’s government and defense contracts practice. Previously, he was on the staff of the Michigan Attorney General. Mr. Riehl began his government relations career in the Michigan Senate, where he served as Counsel and Chief Legislative Aide for two Michigan state senators.

Mr. Riehl has a B.S. in Political Science from the University of Vermont and a J.D. from Thomas Cooley School of Law.

Steven Riggs

President - Direct Solutiions
DLL


 

Jeffrey Rogers

CEO
LiftForward, Inc



Kathryn Ryan

Partner
Buckley LLP



Vinodh Sankaranthi

Manager, Innovation and Digital Transformation
John Deere Financial



Raja Sengupta

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



Moorari Shah

Counsel
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



Kris Snow

President, Cisco Capital
Cisco Systems Capital Corporation



Michelle Speranza

SVP, Chief Marketing Officer
LEAF Commercial Capital Inc.



Dan Stipano

Partner
Buckley LLP


Dan Stipano brings more than three decades of bank regulatory and enforcement experience to his position as a partner in Buckley Sandler LLP’s Washington DC office. In his practice he advises on all aspects of bank regulatory and compliance issues, represents clients in state, federal, and foreign banking enforcement actions, and provides assistance in establishing, maintaining, and monitoring Bank Secrecy Act and Anti-Money Laundering (BSA/AML) compliance programs.
Prior to joining the firm, Mr. Stipano was at the Office of the Comptroller of the Currency (OCC), where he served as Deputy Chief Counsel for 16 years, after joining the agency as a staff attorney 30 years ago. In his role as Deputy Chief Counsel, including serving two stints as Acting Chief Counsel, he was extensively involved in every major OCC enforcement action over the last 20 years up until the time of his departure. In addition, he played a key role in every major BSA/AML post-USA PATRIOT Act rulemaking and policy issuance.
Over the course of his career at the OCC, Mr. Stipano oversaw three Supreme Court cases that resulted in victories for the agency and the banking industry, supervised more than a dozen successful appeals of lower court decisions, and was instrumental in bringing the first fair lending action taken against a bank by a federal banking agency, as well as the first Unfair or Deceptive Acts or Practices action taken against a bank. Mr. Stipano has testified before Congress six times on enforcement and BSA/AML matters, and prepared dozens of OCC witnesses to do the same.
He received his J.D. from the College of William & Mary, and his B.A. from Union College.
*Admitted in the District of Columbia and Virginia.

Jim Swift

CEO
Cortera


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.

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.  

Allan Umans

General Counsel
Insight Investments, LLC


Mr. Umans is Vice President and general Counsel of Pacific Rim Capital, Inc. (“PRC”). In addition to overseeing all the legal affairs of the company, Mr. Umans manages the credit, syndications and Human Resource functions for PRC.  His primary responsibility is to execute the company’s direct platform and facilitate the negotiation, structuring and funding of PRC’s lease portfolio.  He is a longstanding active member of the ELFA, having most recently chaired the Legal Committee for 2016-17.  
 
Mr. Umans has a JD degree from Southwestern University Law School and a BA degree in Economics, with honors, from the University of Manitoba.

Patricia Voorhees

Director
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



Sponsors

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901 Massachusetts Ave NW
Washington, DC 20001

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



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



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



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



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



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



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



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



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



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



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



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



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



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



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com 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 www.alfasystems.com.


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 www.aliac.net.
 
 

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 BigIron.com 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.

Cloud Lending, a Q2 Company - Booth #15


 

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 www.codix.us.


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
Email: iguerrieri@constellationfs.com
www.constellationfs.com

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
Email: ian.charik@copernicus-consultants.com
Web Site: www.copernicus-consultants.com

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.

SOLAR:
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
 

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


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 cscglobal.com, 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

www. DAT.com
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 | ngeary@ecsfinancial.com
 
Jay W. Dahl, CPA, CLP | Partner
847.897.1714 direct | jdahl@ecsfinancial.com
 
Shari L. Lipski, CLP | Principal
847.897.1711 direct | slipski@ecsfinancial.com
 
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.  

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
www.idsgrp.com
(612) 851-3200
information@idsgrp.com

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 www.idsgrp.com or email information@idsgrp.com.


Ivory Consulting Corporation - Booth #17


Scott A. Thacker
Chief Executive Officer
925-482-3698
415-933-0892 - mobile
scott.thacker@ivorycc.com
www.ivorycc.com

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
Web: www.jdrsolutions.com


Linedata Lending and Leasing - Booth #4


 
 
Heather Horrocks
Marketing Manager, Lending & Leasing
1111 Third Avenue – 9th Floor – Seattle WA 98101 - USA
Tel +1 206 548 1676
heather.horrocks@na.linedata.com
 
Linedata is a global solutions provider dedicated to the investment management and credit community with 1000 employees in 15 offices around the globe. Linedata is at the service of the Equipment Finance industry and applies its market and client insight to provide innovative and flexible mission-critical software and services that help its clients grow in over 50 countries.
 
Linedata offers a comprehensive end-to-end solution allowing you to offer to your clients financing products adapted to their needs, including asset finance, financial lease, full service rental, fleet management and services contracts. One hundred and thirty institutions in 35 countries use our Lending and Leasing solutions.
 
Linedata Capitalstream, Linedata Ekip 360 and Linedata Profinance for the Financing, Equipment and Vehicle Leasing Industry
 
Linedata Capitalstream is the Best-in-Class solution that provides the Equipment Finance industry with the tools and services that they need to automate multiple lines-of-business around the globe, enables higher levels of efficiency in decision-making, and increases your ability to stay ahead of the evolving regulatory environment.  In error reduction alone, our customers report decreases of 75%.
The Linedata Capitalstream credit and lease originations, risk and regulatory management platform automates disparate, high-touch operations into a fully-integrated, straight-through-processing lease and loan front office solution for Equipment Finance.
 
Linedata Capitalstream provides the business and risk intelligence and process optimization that credit teams need to manage risk, assure compliance, streamline product delivery, and grow customer relationships.
 
Linedata Ekip 360 is a comprehensive end-to-end solution, supporting direct and indirect lending and leasing, addressing the key tenets of an equipment finance or auto finance business:  Origination, Servicing and Collections, through a single, integrated platform.
 
Linedata Profinance is a comprehensive wholesale finance management system offering a global solution for dealer funding facilities.  Designed by professionals from the automotive finance industry, this solution manages international wholesale operations and is highly configurable to support a wide range of financial products and plans including, traditional inventory finance (floor plan facilities), dealer loans, advance commission, overdrafts, factoring and spare parts finance.
 
Linedata Profinance offers comprehensive, modular front-to-back management of the vehicle life cycle, from wholesale finance for the retailer to retail finance for the end customer.
 
With over 450 professionals focused on lending and equipment leasing, Linedata Lending and Leasing serves over 25% of the top lending institutions in North America and Europe.
 

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.

CONTACT INFO:
Bryan Hunt
Phone/Fax: (402) 493-3445/(402) 493-3433
Email: bhunt@LTiSolutions.com
Web Site: www.ltisolutions.com


Monitor / monitordaily.com - Booth #7


 
Frank P. Battista
919 Conestoga Road
Bldg: 3 Suite: 213
Rosemont, PA  19010
Direct:  484.253.2508
Email: fbattista@monitordaily.com  
 
MONITOR – PRINT/DIGITAL/MOBILE  
The Monitor trade magazine has been serving the equipment finance and leasing industry since 1974. Now in its 43rd year of publication, the 2016 Monitor, with improved demographics, will publish six bi-monthly issues, plus the annual Monitor 100.
 
Each issue of the Monitor has an audience reach of over 15,000 readers, which includes digital circulation to over 3,000 subscribers who are predisposed to this medium of content delivery. The Monitor app for tablets and smartphones expands our reach even further with anywhere, anytime delivery.   
   
monitordaily ONLINE
Now in its 20th year, the monitordaily website provides visitors with enhanced features including new adaptive technology that renders content in a user friendly format for mobile devices. With a solid base of over 20,000 unique visitors and managed distribution of page impression inventory, advertisers can count on maximum visibility and measureable ROI.       
 
monitordaily E-NEWS BROADCAST
Our most popular advertising media platform, monitordaily’s Daily E-News Broadcast reaches over 7,400 registered e-news subscribers every business day. Often imitated, but never duplicated, this medium of choice for the latest information and up-to-the-minute industry news is the product of over 18 years of being in tune with what readers want to know. With the addition of a new, more robust email delivery system, advertisers now get the benefit of higher open rates, unique click metrics and 99% deliverability.  
 
Molloy Associates
Since 1968, Molloy Associates has been engaged in the business of executive search for employers in the equipment finance and leasing industry. Drawing on a reputation for process integrity, Molloy Associates is the search firm of choice simply because of its long experience in the industry and unparalleled access to prospective candidates.
 

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
Jim.humphrey@odessainc.com
www.odessainc.com


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
Jim.humphrey@odessainc.com
www.odessainc.com


Orion First Financial, LLC - Booth #32


Exhibitor profile is not available at this time.

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.

Wolters Kluwer - Booth #25


Visit us at booth #11