ELFA 63rd Annual Convention
October 27 - October 29, 2024
JW Marriott Downtown Austin, Austin, TX
ELFA 63rd Annual Convention
October 27 - October 29, 2024
JW Marriott Downtown Austin, Austin, TXThe Premiere Equipment Leasing & Finance Event of the Year!
The ELFA Annual Convention is the equipment leasing and finance industry’s premier event. The Convention offers unmatched networking opportunities and high-quality educational sessions.
Exhibit Opportunities
An exhibition is held in conjunction with this conference. To receive more information about exhibiting, please contact Steve Wafalosky at 440-247-1060 or stevew@larichadv.com. The Exhibitor Prospectus will be available soon.
Sponsorship Opportunities
Sponsoring events and functions at ELFA meetings provides excellent exposure for your company. Contact Steve Wafalosky at 440-247-1060 or stevew@larichadv.com if you are interested in sponsoring any of the conference events.
Registration Fees
| Price Description | Amount |
|---|---|
| 1st Person Attending from a Member Company | $2085.00 |
| Additional Attendee - Member Company | $1815.00 |
| Additional Exhibitor | $1815.00 |
| Attendee from Non Member Company | $4175.00 |
| First Time Attendee - Members Only | $1315.00 |
| Spouse Monday Event ONLY -JW Austin Spa & Luncheon | $295.00 |
| Spouse/Companion (Pkg 1) - Entire Convention | $695.00 |
| Spouse/Companion (Pkg 2) - Opening & Closing Recep | $375.00 |
| Spouse/Companion - Tuesday Closing Party | $195.00 |
Conference Schedule & Networking Events
More information coming soon...
All educational sessions are selected from proposals submitted by ELFA members. If you have an idea for a session and would like to submit a proposal for consideration by the Convention Review Committee, the official call for proposals will open in May and will be available via the ELFA website. If you have further questions, please contact Heather Staverman at hstaverman@elfaonline.org.
This conference qualifies for CPE credits!
ELFA is a recognized sponsor of continuing professional education with many State Boards of Accountancy and the National Association of State Boards of Accountancy U.S.(NASBA). Attendance at this conference may be used to fulfill your annual continuing education requirements.
- Knowledge Level: Basic, Intermediate, Advanced, Overview
- Program Type: Group-live event & Exhibition
- Prerequisite or Advanced Preparation Requirements: None
- NASBA Field of Study: Business Management and Org, CPE and Specialized Knowledge and Application
Learning Objectives
After attending this conference, you will be able to:
- Identify strategies that work best for you and recognize when to use them in your workplace.
- Demonstrate the ability to make accurate equipment leasing decisions based on the content provided.
- Learners will collectively have brainstormed, articulated, captured and addressed pertinent issues or concerns in their industry.
Available Functions
| 12:00 am - 10:00 pm | ||
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Dietary Requests |
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| Sunday - October 27 | ||
| 8:00 am - 12:00 am | ||
|
2024 Annual Convention Golf Tournament |
$295.00 | |
| 9:00 am - 12:00 am | ||
|
Pickle Ball |
$195.00 | |
|
Community Service Project - Tree Folks (pre-registration required, limited to 60 attendees) |
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| 2:00 pm - 4:00 pm | ||
|
Community Service Project - US Hunger (pre-registration required, limited to 60 attendees) |
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| 4:00 pm - 5:00 pm | ||
|
New Members and Leadership Reception |
||
| 5:00 pm - 7:30 pm | ||
|
Sunday Opening Reception |
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| Monday - October 28 | ||
| 3:45 pm - 4:45 pm | ||
|
People Power Reception |
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| Tuesday - October 29 | ||
| 12:30 pm - 1:45 pm | ||
|
Community Luncheon for all Attendees |
||
| 5:30 pm - 7:30 pm | ||
|
Closing Party - (Off property) Keep Austin Weird at Cahoots |
||
Speakers
Sponsors
Alfa
Alfa has been delivering technology and consultancy services to the global asset finance industry since 1990.
Our best practice methodologies and specialized knowledge of asset finance mean that we deliver the largest and most complex systems transformation projects. With an excellent delivery history over more than three decades in the industry, Alfa's track record is unrivalled.
Futureproof your asset finance.
Alfa Systems, our class-leading technology platform, is the heart and lungs of some of the world's largest and most progressive asset finance providers.
Satisfying leasing software requirements of all sizes, the cloud-native Alfa Systems represents an integrated point solution, a rapid off-the-shelf implementation, or an end-to-end platform for the complex global enterprise.
Alfa Systems supports both retail and corporate business for equipment, automotive, wholesale and dealer finance, including originations, servicing and collections. It manages both high-volume transactions and complex leases and loans, in any region, language and currency.
Fully extensible and providing real-time insights, integrated workflow and business rules, alongside business decisions driven by machine learning, the opportunities that Alfa Systems presents to asset finance companies are clear and compelling.
Revolutionizing our customers’ operations for over three decades
Our people are only the most talented graduates and professionals, and 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.
With over 30 current clients and 38 countries served, Alfa has offices all over Europe, Asia-Pacific and the United States. For more information, visit alfasystems.com.
Altec Capital Services, LLC
Altec Capital Services, LLC is the captive finance arm of Altec, Inc.
AltScore Inc.
Arvest Equipment Finance
Arvest Equipment Finance is a division of Arvest Bank and headquartered in Fort Smith, AR.
At Arvest Equipment Finance, we promise to deliver customer-focused banking and creative solutions by experienced bankers who enjoy helping our customers succeed. Our team has more than 200 years of combined banking experience. Each of our associates view and treat our customers as a valued business partner.
Our expert equipment finance team can advise you of solutions to fit the equipment financing needs of your unique business, including a variety of terms and types of financing to best benefit you.
Assurant
Assurant is market leader in providing insurance tracking and protection services within the equipment finance and leasing industry. Currently protecting over $9B of our customers’ valued assets, today’s coverage spans a wide range of assets from office equipment to heavy equipment to titled commercial vehicles.
- Assurant’s meticulous insurance tracking helps reduce administrative costs, provides tailored protection, and ensures continuous coverage for business portfolios with automatic insurance and ongoing tracking services.
- Physical Damage Insurance by Assurant safeguards a wide range of commercial equipment. Covered items span heavy equipment, like construction, agricultural, and forestry equipment and commercial vehicles, to stationary items including office, medical/dental, hospitality and cosmetology equipment. It provides comprehensive coverage against flood, windstorm, fire, theft, and accidental damage. It also protects commercial vehicles against collision and comprehensive loss.
- Lessor’s Liability includes contingent liability protection for your leased portfolio with bodily injury (BI) and property damage (PD) coverage directly related to the operation of the leased equipment.
Bank of America Global Leasing
Bank of America Global Leasing is the industry leader among equipment finance companies providing customized global asset and equipment financing solutions to more than 57,000 clients worldwide. We own or manage over $76 billion in equipment cost, and have a significant global presence, with 1,000 employees.
Battle Horse Financial
BMO
Bank owned equipment finance company serving most industries.
Boston Financial & Equity Corporation
Our 45th year in business! Boston Financial & Equity specializes in leasing to non-bank credits;startup companies that have raised equity and still have cash on the balance sheet, turnaround situtations (that are trending up..not down) and large companies in BK. We do NOT require PG's or additional collateral.
Channel
Channel is a leading provider of equipment finance and working capital funding solutions exclusively through partnerships with equipment finance companies. Our products and services utilize customized technology and business processes to help these companies provide their customers access to broader financing options and capital needed to grow their businesses.
Founded in 2009, Channel is one of the only full-service, on-balance sheet lenders. Corporate headquarters are based in Minnetonka, MN, with additional offices in Atlanta, GA, Des Moines, IA, and Brookings, SD, and Marshall, MN. Channel has originated over 24,000 deals generating receivables of more than $1.5-billion. The company has listed among the Inc. 500/5000 fastest-growing private companies in the U.S. for ten consecutive years.
Commercial Equipment Finance, Inc.
Commercial Equipment Finance, Inc ("CEFI") is a independent, full-service commercial equipment finance & leasing company. Locally owned and based in Puerto Rico, CEFI is commited to providng tailored equipment financing solutions to meet the needs of companies based in Puerto Rico, Florida, Texas & the USVI. Since 2010 CEFI has originated over $300,000,000 in equipment loans & leases.
Consult Disrupt LLC
CSC
Dedicated Funding LLC
Dedicated Funding started in 2017 primarily as a third-party funder of small-ticket transactions. During that time, Dedicated Funding has closed nearly $100 million in transactions. We are now looking for middle-market funding partners to allow us to expand into the middle-market arena. Our management team has extensive experience (average of 25 years) in both small-ticket and middle-market, and we see this as an opportunity to expand our product offering.
DLL
DLL (previously known as De Lage Landen) is a global financial solutions partner. We work with equipment manufacturers, dealers, and distributors in nine vertical industries and 30 countries. We deliver original, integrated financial solutions to support the complete asset life cycle, including leasing, vendor finance, commercial finance and remarketing. DLL is a fully-owned subsidiary of Rabobank Group.
Equifax
Equifax empowers businesses and consumers with information they can trust. A global leader in information solutions, we leverage one of the largest sources of consumer and commercial data, along with advanced analytics and proprietary technology, to create customized insights that enrich both the performance of businesses and the lives of consumers. Equifax Commercial Information Solutions is the leading provider of small business intelligence. We provide the information and expertise necessary for companies to best understand and manage their dealings with small business customers, prospects and suppliers. Our exclusive relationship with the Small Business Financial Exchange, along with other proprietary sources, results in best-in-class commercial credit risk data. Combined with highly predictive scoring, corporate linkage and innovative technology, companies can rely on this information to make quick, confident credit decisions and minimize potential losses. Leveraging our EFX ID® keying and linkage technology, companies can also gain greater visibility into their supply chain as well as well as improve the precision of their sales and marketing efforts – from customer acquisition to retention and expansion.
At Equifax, we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by more than 12,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com or contact Barry Ripes at barry.ripes@equifax.com.
Equifax
Equifax empowers businesses and consumers with information they can trust. A global leader in information solutions, we leverage one of the largest sources of consumer and commercial data, along with advanced analytics and proprietary technology, to create customized insights that enrich both the performance of businesses and the lives of consumers. Equifax Commercial Information Solutions is the leading provider of small business intelligence. We provide the information and expertise necessary for companies to best understand and manage their dealings with small business customers, prospects and suppliers. Our exclusive relationship with the Small Business Financial Exchange, along with other proprietary sources, results in best-in-class commercial credit risk data. Combined with highly predictive scoring, corporate linkage and innovative technology, companies can rely on this information to make quick, confident credit decisions and minimize potential losses. Leveraging our EFX ID® keying and linkage technology, companies can also gain greater visibility into their supply chain as well as well as improve the precision of their sales and marketing efforts – from customer acquisition to retention and expansion.
At Equifax, we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by more than 12,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com or contact Barry Ripes at barry.ripes@equifax.com.
Equifax
Equifax empowers businesses and consumers with information they can trust. A global leader in information solutions, we leverage one of the largest sources of consumer and commercial data, along with advanced analytics and proprietary technology, to create customized insights that enrich both the performance of businesses and the lives of consumers. Equifax Commercial Information Solutions is the leading provider of small business intelligence. We provide the information and expertise necessary for companies to best understand and manage their dealings with small business customers, prospects and suppliers. Our exclusive relationship with the Small Business Financial Exchange, along with other proprietary sources, results in best-in-class commercial credit risk data. Combined with highly predictive scoring, corporate linkage and innovative technology, companies can rely on this information to make quick, confident credit decisions and minimize potential losses. Leveraging our EFX ID® keying and linkage technology, companies can also gain greater visibility into their supply chain as well as well as improve the precision of their sales and marketing efforts – from customer acquisition to retention and expansion.
At Equifax, we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by more than 12,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com or contact Barry Ripes at barry.ripes@equifax.com.
Equipment Finance News | Auto Finance News
EverBank Corporate Asset Finance
Fifth Third Bank, National Association
Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio, and the indirect parent company of Fifth Third Bank, National Association, a federally chartered institution. As of June 30, 2022, the Company had $207 billion in assets and operates 1,080 full-service Banking Centers, and 2,153 Fifth Third branded ATMs in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, North Carolina and South Carolina. In total, Fifth Third provides its customers with access to approximately 56,000 fee-free ATMs across the United States. Fifth Third operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management. Fifth Third is among the largest money managers in the Midwest and, as of June 30, 2022, had $512 billion in assets under care, of which it managed $54 billion for individuals, corporations and not-for-profit organizations through its Trust and Registered Investment Advisory businesses. Investor information and press releases can be viewed at www.53.com. Fifth Third’s common stock is traded on the NASDAQ® Global Select Market under the symbol “FITB.” Fifth Third Equipment Finance is a division of the Bank's Commercial Banking business and had $6.7 billion in assets as of 12/31/21 and originated $2.9 billion in new loans and leases in 2021.
First Citizens Bank Equipment Finance
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens is the largest family-controlled bank in the United States, providing a unique legacy of strength, stability and long-term thinking that has spanned generations. We offer an array of general banking services including a network of 500-plus branches in 22 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; and a nationwide direct bank. Formerly known as CIT Business Capital, the vendor finance business became a part of First Citizens Bank in January 2022 as a result of the bank's merger with CIT Group Inc. It specializes in supporting small and mid-size businesses by providing equipment financing solutions via technology-enabled platforms and market leading structuring expertise. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $100 billion in assets. First Citizens Bank, Member FDIC. Discover more at firstcitizens.com.
Flagstar Financial & Leasing, LLC
Gordon Brothers Equipment Finance
Gordon Brothers provides equipment financing solutions for clients with liquidity needs not easily satisfied through traditional banks and lenders. Our equipment finance and lease solutions leverage our broad and deep industry expertise and extensive equipment knowledge with typical investment sizes ranging from $5 million to $50 million. Our complementary leasing and lending services are designed to meet our clients' financing needs providing critical capital and liquidity to manage equipment risk throughout market cycles until they qualify for more traditional funding.
UNLOCKING ASSET VALUES
Gordon Brothers has a unique approach to risk. As market leaders in valuation and disposition capabilities equipped with the industry's largest asset recovery and resale database, our ability to qualify and quantify risk and opportunity enables us to undertake transactions where traditional lenders and lessors have difficulty. While financial performance remains important, our industry, company, operational and equipment knowledge balances our risk outlook more equally between financial and asset risk. We see the entire picture beyond just financial condition.
SPEED & CERTAINTY
Our deal-oriented culture allows us to be nimble. We understand speed and certainty of execution are critically important to our clients.
By delivering rapid liquidity solutions and hands-on support when it is needed most, we partner with our clients and their shareholders and help them manage through operational challenges and market cycles to transform their businesses. In all that we do, Gordon Brothers is differentiated by our strategic, orderly, and big picture approach to each opportunity and our sensitivity to protecting trust, reputation and relationship in the interest of achieving future, sustainable growth for our clients.
Kingsbury Wax Bova, LLC
Kingsbury Wax Bova, LLC is a global executive retained search firm, specializing in Financial Services Industries. During the last 40 years, we have successfully completed over 4,000 searches for a broad base of international clients ranging from startup companies to global organizations. In the financial services industry, there are only a few exceptional individuals with the intellectual capacity to invent new financing structures or investment concepts that transcend traditional solutions. There are industry experts who can resolve significant obstacles by viewing the problem from a new perspective. And there are visionaries who understand how to turn risk into significant new opportunities. These are the innovators whose skills create exquisite financial results. As transactions become more sophisticated, these professionals are increasingly important to overall success. Kingsbury Wax Bova, LLC has the ability to pinpoint the most desirable candidates in the financial services arena. After nearly 40 years in this very specialized field, we know how to assess candidates' capabilities and accurately project their potential value to our client. Our well-developed global network of industry contacts and our thorough research allow us to select candidates for the most complex and challenging positions. In addition to locating candidates with specialized transaction expertise, we conduct searches for experienced professionals across all functions in the financial services industry. Our specialized practices within Financial Services include: Middle Market Structured Finance Leverage Capital Leasing Capital Markets Asset Finance Private Banking Credit Products With offices in Boston, New York, San Francisco and London we offer our clients an unparalleled resource for hiring outstanding executives, anywhere in the world.
LEAF Commercial Capital Inc.
LEAF Commercial Capital, Inc. (“LEAF”) is headquartered in Philadelphia, PA, with offices in Moberly, MO, Orange, CA, Baltimore, MD, and Dallas, TX. From the office to the factory floor to the server room, wherever customers need equipment, software and services, we make it affordable. Trusted by nearly 250,000 companies of all sizes across the U.S., LEAF Commercial Capital, Inc., backed by the strength of M&T Bank, offers customized financing that helps our customers solve real problems. When businesses need financing or need to offer financing, they achieve more with LEAF. Learn more at www.LEAFnow.com.
LTi Technology Solutions
LTi provides a global, customer-centric, cloud-based, full lifecycle leasing, loan, asset-based lending and finance platform. 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.
LTi Technology Solutions' products are utilized by some the most respected banks and independents, including almost 40% of the Monitor Top 100 and Monitor Bank 50. We are a global customer-centric, cloud-native, full lifecycle leasing, loan, asset-based lending, and finance platform.
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.
RECENT ENHANCEMENTS:
- Fully web-based Customer Portal allowing your end user customers to easily access their lease and loan contracts to view status, make payments, ask questions and more
- Fully integrated DocuSign Integration – Originate and send documents for electronic signature along with returning signed documents back to the document repository upon execution
- MultiFactor Authentication – In today’s environment security is KEY. We’ve enhanced our login functionality to allow for multifactor authentication upon login keeping your data secure
- Enhanced EFT and automation of EFT Return Processing allowing you to collect your funds quicker and more efficiently
The benefit LTi's flexible architecture brings to its customers is the ability to take their business in any direction they choose while still utilizing the same system. LTi's larger and more diverse client base also means a more robust set of features and solutions.
SYSTEM CONFIGURATION:
LTi's solutions can be deployed in house or in a hosted environment.
Midland Equipment Finance
Midland Equipment Finance, a division of Midland States Bank, helps businesses achieve success with simplified financing options, competitive pricing and fast processing. Long-term relationships are everything to us. We measure our success on that of the vendors we serve and the satisfaction of their customers.
- Credible - division of a strong, stable, top 250 regional bank with assets of over $6.5 billion plus $3.25 billion under management by its Wealth Management Group (as of June 30, 2020)
- Nationwide - equipment financing in all 50-states
- Simple - App Only up to $500,000 subject to equipment type and credit approval
- Fast - Same day approvals
- Affordable - Competitive bank rates
- EFA, Loan and Lease Options
- Terms from 36 to 72 months
- 100% Financing
Moritt Hock & Hamroff LLP
Moritt Hock & Hamroff LLP is a full-service, AV- rated commercial firm with 90+ attorneys based in New York with offices on Long Island and in New York City and Florida. We have attained a national reputation over the past 40 years, representing members of the equipment leasing and finance industry including asset-based lenders, finance and leasing companies, banks and independent companies of varying size and specialty. Some of the largest, most well-known companies in the industry rely on us for services that include drafting, negotiation and structuring of loan and lease agreements, creating and documenting specialized programs, transactions and portfolio sales, capital markets, formation, purchase and sale of leasing companies, as well as workouts, litigation, creditors' rights and bankruptcy representation.
NETSOL Technologies Inc.
NETSOL Technologies (Nasdaq: NTWK) is a global leader in delivering state-of-the-art solutions for the asset finance and leasing industry, serving automotive and equipment OEMs and financial institutions across over 30 countries. Since its inception in 1996, NETSOL has been at the cutting edge of technology, pioneering innovations with its asset finance solutions and leveraging advanced AI and cloud services to meet the complex needs of the global market. Renowned for its deep industry expertise, customer-centric approach, and commitment to excellence, NETSOL fosters strong partnerships with its clients, ensuring their success in an ever-evolving landscape. With a rich history of innovation, ethical business practices, and a focus on sustainability, NETSOL Technologies is dedicated to empowering businesses worldwide, securing its position as the trusted partner for leading firms around the globe.
Unlock the Future of Finance with Transcend
The Transcend Platform, powered by NETSOL, is an AI-driven unified ecosystem solution that revolutionizes end-to-end finance and leasing. Designed to automate and optimize every step—from originations to servicing—Transcend leverages AI and machine learning to drive predictive insights and smarter decision-making. With built-in managed services, it ensures seamless implementation and ongoing support, allowing your business to focus on growth while we handle the technology.
The Transcend Platform is a unified ecosystem that supports next-gen asset finance, leasing, retail mobility, and IT services, adaptable across industries, including automotive, equipment, healthcare, retail, and more. Future-ready, it empowers organizations with the tools and insights needed to thrive in a fast-evolving, digital-first world.
Innovation at Every Layer of Your Operations
AI at the Core: Harness artificial intelligence and machine learning to power predictive insights, automated workflows, and risk management across the finance ecosystem.
Platform That Evolves With You: With integrated frameworks and powerful data management, Transcend creates a foundation that supports your business’s growth. The platform’s infrastructure is built on cloud-based services, providing secure, scalable, and continuously evolving technology, so you’re always ready for what’s next.
Future-Ready Infrastructure: Build your platform with API-first modular components, offering customizable solutions that scale as your business grows.
Enterprise-Level Security: With Transcend’s enterprise-grade cloud security, your financial transactions and sensitive data are safeguarded with the latest protections, ensuring peace of mind.
Transcend Finance
Streamline your finance and leasing operations with a comprehensive solution for originations, contract management, and servicing. Transcend Finance empowers lenders, auto captives, and commercial lenders with end-to-end visibility and control, ensuring seamless workflows and accelerated business outcomes.
Transcend Retail
Revolutionize auto and equipment retail with a fully digital, integrated platform that simplifies the entire customer journey. From online purchasing to finance approval, Transcend Retail offers advanced retail and mobility solutions that keep your dealership or OEM at the cutting edge of consumer expectations.
Transcend Marketplace
The go-to platform for modular, API-first solutions that address every aspect of finance and leasing. Whether you need tools for calculations, document generation, loan originations or lending configurations, Transcend Marketplace offers a suite of flexible, component-based services that integrate seamlessly with your existing infrastructure.
Transcend Consultancy
Empowering businesses with Transcend Consulting Services, offering expert guidance across critical areas like information security, data engineering, and cloud services. Our team partners with your business to create tailored solutions that drive innovation, efficiency, and growth.
Transcend AI Lab
We are at the forefront of AI-driven innovation, delivering a comprehensive suite of advanced AI services tailored to meet the unique challenges of industries ranging from finance and healthcare to retail, manufacturing, government, and beyond.
Odessa
Odessa is a software company exclusively focused on the lending and leasing industry and the developers of the #1 platform dedicated to asset finance. Headquartered in Philadelphia, USA, Odessa’s leasing solutions and a workforce of 1,000+ power a diverse customer base of asset finance companies globally. Odessa provides 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, reporting, and business intelligence to ensure organizations can more effectively align business and IT objectives. To learn more, visit https://www.odessainc.com.
Orion First Financial, LLC
Orion First Financial, located in Gig Harbor, WA, is an independent servicer for the commercial finance industry. Orion specializes in contract servicing, commercial collections, back-up servicing, analytics, and strategic advisory services for small business lenders. As a multifaceted and innovative company, Orion can effectively engage with a variety of lenders, investors and other participants in this fast growing segment. Orion’s skilled team, efficient technology platform and best practices approach, generate exceptional performance metrics that translate into better profits, less stress and enriched customer relationships for their clients.
Rouse Services LLC
The Leader in Construction Equipment Market Intelligence
In decades of service exclusively to the construction equipment industry, Rouse Services has built a legacy of deep expertise, unrivaled data precision, and unparalleled customer service.
Today, that heritage drives all of Rouse's information services, focused on delivering timely equipment metrics with accuracy and reliability unmatched by anyone else.
Across our powerful suite of solutions, we provide the knowledge you need to make informed business decisions every day.
RTR Services, Inc.
Since 1990, RTR Services Inc. has provided specialized, nationwide asset management services to the leasing and financial industry. We specialize in equipment inspections, appraisals, collections, repossessions and remarketing of commercial equipment. RTR is a company founded on integrity, dependability, market knowledge, sales results, cost effectiveness and accountability. We provide "a higher standard in asset management," which is why banks and finance companies nationwide are choosing RTR as their asset management company.
Our staff of proven professionals are experienced in providing services that are customized to meet your needs. We are committed to your success and are dedicated to seeing that you get the personal attention and flexible services you expect and deserve. We are confident that we are the professionals you can turn to and trust to provide competent, cost-effective solutions to all your inspection and asset management needs.
Please visit our web sites for additional information: www.rtrservices.com - www.is-rtr.com
RTR is a full service, in house, Asset Management Company that utilizes our own staff to provide the following services.
- Cost Effective Equipmetn and Business Inspections (Pre & Post Funding)
- Equipment Verification / Audits
- Door Knock and Collections
- Repossessions
- Appraisals
- Asset Remarketing
- Business and Fleet Liquidations
- Collections
Solifi
Solifi is a leading global organisation delivering a solid financial technology foundation for automotive and asset finance firms. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help you protect and scale your business.
Leading banks, captives and independent finance organisations are futureproofing their business and capitalising on new opportunities using Solifi Open Finance Platform, through a range of products for originations, portfolio management, and lease and loan pricing.
Our latest product for asset funders, ESG Portfolio Strategist, is a multi-tenant SaaS application, which aims to solve the key considerations automotive funders have in addressing ESG. Encompassing a wide range of functionality focused on operationalising ESG within your existing leasing workflow, ESG Portfolio Strategist can ensure you’re one step closer to achieving Net Zero.?
With Solifi Open Finance Platform, you can:
- Enjoy automated upgrades for access to the newest features and capabilities;
- Enrich your data and improve the capabilities of your software with our trusted integration partners;
- Utilise powerful reporting tools and identify trends and potential risk with ease;
- Only ever pay for the features that you use with our trusted SaaS solutions;
- Drive growth with a scalable platform built to last.
For more information, please visit www.solifi.com.
Sopra Banking Software
Sopra Banking Software offers business critical solutions and expertise to banks and finance organizations, globally, helping you to unlock your business's full potential.
Our Sopra Financing Platform (SFP) has been continuously developed for over 40 years, leveraging best practices of hundreds of clients globally across automotive, equipment and asset finance sectors.
Pioneering in cloud-native digital transformations, the SFP ecosystem is scalable, agile, and adaptable to any business size and maturity, so you can grow cost-effectively, on your terms and with ease.
SFP delivers the capabilities to cover the entire end-to-end ecosystem of a lender's needs for the global equipment and asset financing industry.
SFP Wholesale is a world-leading solution for multinational and regional banks, manufacturer captives and non-regulated financiers, managing the financing of their dealer commercial lending portfolio and commercial fleet financing for the asset and equipment finance sector.
SFP Digital Audit solution provides safe, secure, multiple digital audit types with time savings of over 40% and cost savings of up to 50% compared with traditional audit methodologies.
SFP Onboarding and Credit and SFP Risk Management solves your long paper based onboarding processes with API connections to open banking and credit decisioning data, with inbuilt electronic signature, contract and documentation management processes, and risk dashboards to give you real time data insight to support your risk mitigation strategies
Our extensive experience enables you to focus on enhancing dealer relationships and strengthening your positioning and success in a competitive market.
Whether it's our wholesale offering, digital auditing, digital onboarding and credit, or risk management, SFP delivers a comprehensive customer journey that removes the pain points and friction that lenders face. Enabling more effective customer relationships, transactional loan processing, seamless data transfer, and real-time reporting supporting risk mitigation requirements.
Backed by the 40+ years of expert industry knowledge, SFP for Equipment & Asset Finance is powered by our globally recognized number one platform, allowing us to be an ecosystem orchestrator, seamlessly linking to essential services and external data via standard APIs, all in real time.
To find out more visit us at this year's ELFA Annual Convention – Booth 13 or contact us on our website to organize a personalized demo and presentation of SFP's capabilities.
Stonebriar Commercial Finance
Stonebriar Commercial Finance (“SCF”) is an originator and servicer of assets in a diverse set of industries across the credit spectrum whose portfolio serves as a catalyst for the U.S. economy. SCF is the largest independent commercial finance company in the U.S. Since inception, we have built a world class, multi-billion-dollar platform of fixed asset secured leases and loans. Headquartered in Plano, Texas, SCF is a privately held, investment grade rated large-ticket commercial finance and leasing company established in 2015 to capitalize on the compelling investment opportunities in the equipment and real estate leasing and lending markets. Since inception, SCF has funded approximately $15 billion of leases and loans with annual funding in excess of $2.5 billion, with sequential growth each year. At year end 2023, SCF was ranked the 27th largest leasing company with assets currently in excess of $7.5 billion and 22nd in volume in the U.S. and the largest private independent by assets, volume, and 1st in volume per employee.
SCF leases and finances assets located primarily in North America and select other jurisdictions worldwide currently through four distinct lines of business - General Equipment, Aviation Capital, Rail Leasing and Real Estate.
SCF structures include tax leases, finance leases, sale-leasebacks, TRAC leases, term loans, refinances, construction-to-permanent facilities, capital expenditures lines of credit, leverage to support mergers and acquisitions and other structures tailored to meet the specific objectives of its customers. Transaction sizes range from $5 to $500 million with typical terms of three to 20 years. SCF focuses on essential use and incoming producing assets operated by well capitalized lessees/obligors with proven management teams and defensible positions serving viable end markets.
Supported by an execution-oriented team with on average 25 years of experience, SCF is committed to providing innovative, efficient and effective capital solutions to its clients while generating attractive risk-adjusted returns with credit, structure and asset level protections.
Summit Funding Group, A First Financial Bank Company
Syndifi Inc.
Syndifi is the only Syndication platform built specifically for the Equipment Finance industry enabling Buyers & Sellers to transact more securely with their trusted partners in the cloud.
Tamarack Technology, Inc.
Founded in 2001, Tamarack is one of leaders in equipment finance servicing software support. They have been an active ELFA member since 2006. The company offers a range of products and services designed to integrate different leading software packages. As well, they provide system implementation expertise for the Equipment Finance and Commercial Lending industries.
TBF Financial, LLC
TBF Financial, LLC is a commercial debt acquisition company, buying from the largest finance companies in the industry. TBF buys large portfolios of equipment leases, MCAs, loans, etc. at the time of charge-off or thereafter. The only requirements are that the accounts are commercial, in default, in statute and are part of a bulk sale pool.
TD Equipment Finance, Inc.
Subsidiary of TD Bank, NA. General Lessor with deep vertical experience in Middle Market and Large Corporate, Healthcare and Municipal Leasing. Other origination channels include Capital Markets and Wholesale Vendor.
Verdant Commercial Capital LLC
Well capitalized independent finance company primarily focused on vendor relationships. Transactions sizes vary greatly from $25,000 to $100,000,000
Western Equipment Finance
Wintrust Asset Finance, Inc.
When it comes to equipment finance and leasing, Wintrust Asset Finance has four specialized collaborative teams to meet your needs. With a national reach, and a focus on getting to know you and your business, our teams offer sophisticated loan and lease solutions to support initiatives like: Acquisition | Expansion | Refinance | Vendor funding solutions | Wholesale lending and lines of credit | Working capital
Our four collaborative teams consist of:
- Wintrust Capital which provides financing for Chicagoland, Indiana, and Wisconsin
- Wintrust Commercial Finance which provides nationwide equipment financing solutions
- Wintrust Equipment Finance which provides funding for independent equipment leasing companies
- Wintrust Specialty Finance which provides solutions for vendor and equipment leasing companies
Hotel Information
More Information Coming Soon!
110 East 2nd Street
Austin, TX 78701
