Equipment Leasing and Finance Association - Equipping Business for Success

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Available Functions

Speakers

Jonathan Albin

COO
Nexseer Capital

Jon is the Chief Operating Officer of Nexseer Capital, a middle market lessor capitalized by Atalaya Capital private equity funds.  He is responsible for all aspects of the company’s operations including capital markets, risk, fulfillment, marketing, operations and systems.  Jon is a 25 year industry veteran with experience across small, middle and large ticket in both direct and indirect origination models.  Prior to Nexseer, he’s held roles at Balboa Capital, eLease, 3M and AT&T.  He holds a BS in Business from University of Southern California and an MBA from Pepperdine University.

Timothy Appleget

Director of Technology Services
Tamarack Technology, Inc.

Timothy joined Tamarack in March of 2021 after more than two decades in equipment finance with Wells Fargo. In his new role, he will be responsible for the development and implementation of Tamarack's technology services offerings around data, IoT and workflow automation. Appleget brings a deep understanding of enterprise solutions in the industry built on years of experience of leading technology and business operations teams.

Roman Gajda

Director of Financial Technology Solutions
Mitsubishi HC Capital America, Inc.

Roman Gajda is the Director of Financial Technology Solutions for ENGS Commercial Finance Co. (“ENGS”), an industry-leading finance company that has provided specialized lease/loan financing solutions to the equipment industry since 1952.  He is responsible for managing the digital brands and leading the fintech strategy to both new and existing business relationships.  Roman has over 25 years of experience in the equipment finance industry and has held various leadership roles developing organizations, handling all aspects of transactions and national programs, from origination through funding.  Previously, he held various leadership positions at Forsythe Technology, Relational Funding, and Comdisco, always with a focus on people, process and profitability.

Autumn Heseltine

Treasurer & Vice President
Insight Investments, LLC

Treasurer.

Past Experience: Senior Vice President of Finance & Administration / Vice President of Operations / Controller / Interim CFO
-20+ years experience in Financial Services.

Specialties: Lease Financing, Discounting, Documentation, Operations, Delinquency, Contract Negotiation, Compliance, Credit, Financial analysis, Progress Funding, Tax, Audit, Bank Relations, Process Improvement, Policy Development, Internal Controls, Team Building, Mentorship, Employee Development, Strategic planning.


- Responsible for credit administration, documentation operations and compliance activity for operations. Built internal IT and systems team to support growing infrastructure and provide data warehousing and reporting management to company.
-Executive Management team responsible for building & growing a $2m portfolio to over $226m in less than 7 years.
-Responsible for expanding business licenses to all 50 states while maintaining compliance with all state and federal requirements.
-Establish sales, use and property tax collection and reporting in all 50 states + Puerto Rico.
-Finance functions include management of accounting, analysis, financial statement preparation, Compliance reporting, Covenant fulfillment, Corporate depreciation, taxes and payroll.
- Successful in process developments and improvements, mapping and implementation of workflow efficiencies, including software / system integrations & conversions.
- Implementation & on-going evaluation of internal controls as well as business cycle time goals.
-Member of senior strategic leadership team for organization
-Credit Policy Committee
-Development of new documentation packages - EFA, full Lease packages including progress & interim payments, Delivery & acceptance, multiple equipment schedules.

Zachary Kimball

Co-Founder & CEO
Hardfin

Sohini Roy CPA

President
Roy Consulting

Sponsors

Hotel Information

The Best Practices Roundtables will be held at the Hilton Palmer House in Chicago, located at 17 E Monroe St, Chicago, IL in the popular theatre and financial district of Chicago and near Millennium Park. A special conference rate of $240 plus tax, single/double occupancy, is offered to attendees. The discounted room rate is available until EITHER the room block sells out OR the discounted rate expires on Monday, March 25, 2024. Check in time is 3:00pm, and check-out time is 11:00am. Please call Reservations at (312) 726-7500, provide your arrival and departure dates and mention ELFA Room Block in order to receive the ELFA group rate.

REMEMBER The discounted room rate is available until EITHER the room block sells out OR the discounted rate expires on Monday, March 25, 2024. Reservations made after this date are based on hotel availability and may be at a higher rate.

Getting There

The Hilton Palmer House is located in the popular theater and financial district of Chicagoland. Approximately 18 miles from Chicago-O’Hare International Airport, 11 miles from Chicago Midway Airport. If renting a car, the Hilton Palmer House has valet parking and self-parking from $47 per day.

Public Transportation

Avoid traffic by utilizing public transit to and from the O’Hare International Airport. Take the Blue Line train to Monroe/Dearborn stop. Take Monroe east to the hotel. The Palmer House is on the south side of the street. From Midway Airport, take the Orange Line from Midway to downtown. Get off at the Adams/Wabash stop. The Palmer House is located on the west side of Wabash Avenue.

For additional transportation information, please visit the hotel website at https://www3.hilton.com/en/hotels/illinois/palmer-house-a-hilton-hotel-CHIPHHH/maps-directions/index.html

Please NOTE - Scam Email Warning

A number of scam emails have been floating around marketing the room block for this conference. ELFA does not use third parties to assist in booking our hotel block. We provide the hotel link to you, as the attendee, through this website and through our own marketing emails. Please do not engage with the third parties to book your hotel reservations. They are NOT associated with ELFA.

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