Lease and Finance Accountants Conference
September 16, 2019 - September 18, 2019Hilton Chicago
The Premier Event for Leasing and Finance Accounting Professionals
- CFO Roundtable
- Introduction to the Leasing and Finance Industry
- Taxation of Leases and Service Contracts
- Keynote: Economist, Rob Wescott
- State of the Association and State of the Industry
- Rev and Rec Issues
- Lease or Not a Lease
- Interpretive View Lessor- Hot Topics Part One
- Interpretive View Lessee- Hot Topics Part One
- CECL Overview
- Evolving for the Customers and Data Needs
- Interpretive View Lessee- Hot Topics Part Two
- Lease & Loan Pricing Basics
- Operationalizing Between IFRS or US GAAP
- Lease Implementation Pressure Points: Unexpected Questions You've
- Encountered and Operational Landmines
- Lease and Loan Sales
- Leases in Business Combinations
- Sale Leaseback
- The View from Across the Pond: An Update from the IASB
- CECL: Using Data Analytics to Support Better Decisions
- Leases and Real Estate
- Lease & Loan Pricing Advanced
- Ask the Auditor and Accountant
- Unmatched networking activities!
Who Should Attend
Accountants, CFOs, controllers, tax managers, treasurers, finance directors and others responsible for financial reporting activities, plus any business professionals or advisors who must be familiar with the impact of accounting on their transactions or activities.
Become An Exhibitor Or Sponsor!
The ELFA Lease and Finance Accountants Conference will be held concurrently with the ELFA Operations and Technology Conference. Both conferences will share a table top exhibit targeting companies that provide lease and finance accounting software, and other technology-related processes and systems. This is a great opportunity to get in front of an expected combined attendance of about 300 people!
Sponsorships at ELFA events offer several important benefits that allow your company to achieve its marketing and sales objectives. As a sponsor, your company is showcased to decision-makers in all facets of the equipment leasing and finance industry. If you would like to be a part of the exhibition or a sponsor of the combined conferences, please contact Steve Wafalosky at firstname.lastname@example.org or 440-247-1060.
|1st Attendee from Member Company||$1225.00|
|Additional Attendee - Member||$1180.00|
|Additional Exhibitor - Member||$1180.00|
|Additional Exhibitor - Nonmember||$1180.00|
|Attendee - Non Member (All)||$2450.00|
|Committee - Member||$610.00|
|First Time Attending This Conference(Members Only)||$1050.00|
|Speaker - Member (Attending Entire Conference)||$610.00|
|Speaker - Non Member (Attending Entire Conference)||$610.00|
|Spouse/Companion of Non Member||$250.00|
Conference Schedule & Networking Events
Session descriptions and speakers are located in the conference schedule - Download Conference Schedule Here
Special Networking Events
Monday, September 16th 5:00 pm - 5:45 pm
Is this your first time at our conference? Wonderful! Meet other first-time attendees and Committee members from the Operations and Technology Committee and the Lease and Finance Accountants Committee at this fantastic reception. No additional fee to attend.
Monday, September 16th and Tuesday, September 17th
A wonderful opportunity to network with individuals from across the industry. Receptions for the conference are jointly attended by Operations and Technology Conference attendees and the Lease and Finance Accountants Conference attendees.
5K Fun Run
Tuesday, September 17th 6:00 am
(pre-registration requested) Start your day with a little exercise and see some sights in Chicago! Join your colleagues for a 5K Fun Run before your full conference day begins. No additional fee to participate.
Women's Council Event
Wednesday, September 18th
A fantastic opportunity to meet with other women in the Finance, Leasing, Technology and Operations industry. This is a great networking event to learn about the new initiatives ELFA is taking for Women in Leasing. All are welcome to attend. No additional fee to participate.
|Monday - September 16|
|10:00 am - 12:00 pm|
Discussion Leader: SHAWN HALLADAY Managing Principal The Alta Group
|10:00 am - 12:00 pm|
Introduction to Leasing and Finance Industry Workshop
Introduction to the industry and products offered, why customers lease and an overview of the lease accounting rules changes and the impact to the industry. Geared to newcomers to the industry.
Taxation of Leases and Service Contracts Workshop
A workshop of the tax rules which determine whether a transaction is considered a loan, a lease or a service agreement; how those determinations affect the tax benefits available to the lessor/project owner and the effect of recent extensions of certain tax benefits, including bonus depreciation and alternative energy tax credits.
|5:00 pm - 5:45 pm|
New Attendees Reception
|Tuesday - September 17|
|6:30 am - 8:00 am|
5K Fun Run
Lead Committee Member: AMIE SWEENEY Start the day with a little exercise and join your colleagues for a 5K fun run.
|Wednesday - September 18|
|7:00 am - 8:00 am|
Women’s Council Breakfast
IDS offers a suite of secured finance technologies to help banks, specialty finance firms and captive finance organizations optimize operational efficiency and drive growth. Organizations of all sizes rely on our technologies and consultative services to optimize their asset finance, asset-based lending and factoring operations. Our software solutions are built on IDScloud, a true software-as-a-service (SaaS) platform that offers best-in-class simplicity, scalability and affordability. IDS serves a global customer base from offices in the United States, the United Kingdom and Australia. The company's headquarters are located in Minneapolis, Minnesota, USA. For more information visit idsgrp.com.
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 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.
Alfa Financial Software Inc
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.
Bloomberg Tax & Accounting
Bloomberg Tax & Accounting provides comprehensive global research, news, and technology services enabling tax professionals to get the timely, accurate, and in-depth information they need to plan and comply with confidence. Technology solutions on our proprietary Advantage platform help professionals simplify complex tax and accounting processes to better control risk and maximize profitability. Our flagship Bloomberg Tax platform combines the proven expertise and perspectives of leading tax practitioners in our renowned Tax Management Portfolios™ with integrated news from the industry-leading Daily Tax Report®, authoritative analysis and insights, primary sources, and time-saving practice tools. For more information, visit https://pro.bloombergtax.com
Certified Lease & Finance Professional Foundation (CLFP)
The CLFP Foundation is a certifying body created in 1980 to raise industry standards among equipment leasing and financing professionals. The Foundation serves as the governing body for CLFP certification and recertification. We provide access to education, training and certification testing through strategic partner alliances.
To become a CLFP, a candidate must have a minimum time in the equipment leasing and finance industry and pass an eight-hour exam. The CLFP Foundation provides the following study tools to prepare for the exam: Body of Knowledge, The Certified Lease & Finance Professionals' Handbook; Certification Exam Outline with Sample Questions; CLFP Mentor Program; and the Academy for Lease & Finance Professionals. For more information, please visit our website at: www.clfpfoundation.org.
Cloud Lending, a Q2 Company
Q2 is a financial experience company dedicated to providing digital banking and lending solutions to banks, credit unions, alternative finance, and fintech companies in the U.S. and internationally. With comprehensive end-to-end solution sets, Q2 enables its partners to provide cohesive, secure, data-driven experiences to every account holder - from consumer to small business and corporate. Headquartered in Austin, Texas, Q2 has offices throughout the world and is publicly traded on the NYSE under the stock symbol QTWO. To learn more, please visit Q2.com.
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.
Fully integrated, web native solution, designed for the Global Finance Industry, providing seamless CRM, Front, Middle and Back Office functionality with integrated Mobile. Built using the latest web native technologies and finely tuned by our many years of industry experience, we believe we are able to deliver the most robust, flexible and complete asset finance software package in the Industry; a web native cradle to grave asset finance pricing, administration, accounting and collections system. Designed and built using Microsoft's .NET framework and SQL Server as well as the latest security technology based on Open Authentication Standards.
Copernicus provides full support for the modern Global Installment Finance Industry - available for Brokers, Small to Big Ticket, Equipment and Auto, Independents and Captives. We offer a new approach designed to reduce implementation timescales and costs.
Process any payment structure, with multiple drawdowns and other complex cash flows, including commissions, subsidy, maintenance, fees and insurance. Extremely easy to use as it runs in a standard web browser with controls that users are already familiar with.
- Available as either a hosted (cloud) solution or, as an in-house system
- complete portfolio control through a full double entry bookkeeping system
- user-configurable workflow with documents and alerts
- flexible and user-configurable reporting
- sophisticated decisioning and credit scoring
- powerful calculation engine
- user-configurable Collections functionality
- includes CRM with a marketing campaigns management module
Standalone and integrated mobile processing for sophisticated financial calculations, Quoting and Portal functionality.
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.
Fifth Third Bank
Exhibitor profile is not available at this time.
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.
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 email@example.com.
Ivory Consulting Corporation
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.
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
- 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.
Visit our virtual booth and meet Doug Williams, 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
LTi Technology Solutions
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.
Phone/Fax: (402) 493-3445/(402) 493-3433 Email: bhunt@LTiSolutions.com
Web Site: www.ltisolutions.com
NETSOL Technologies Americas, Inc.
NETSOL Technologies, Inc (Nasdaq - NTWK), is a U.S. based, leading financial technology provider to the global equipment finance and leasing industry. NETSOL provides the highest level of quality software products and services globally that meet the needs of our customers by maintaining our staff as our principal asset and being responsive to market expectations. Any progressive business demands the right tools to guide innovation and achieve strategic superiority.
Having worked with more than 200 finance and leasing companies in over 30 countries, NETSOL Technologies understands the unique operational challenges of today’s equipment finance and leasing industry and empowers finance and leasing companies to achieve business excellence. Our customized approach and commitment to providing superior quality IT solutions has enabled us to help our clients streamline their business operations and optimize efficiency.
At NETSOL, innovation has always been a primary focus along with adherence to the highest quality assurance and control standards in software development. Driven by innovation, we turn ideas into implementations which are suited to your operational needs. NETSOL has maintained a 100% implementation success rate worldwide to date.
We drive success by providing the right solution to your business problems in the most efficient of ways. We rigorously follow our rules and processes which has earned us a strong position among our clients in major Dow-Jones 30 Industrials, bluechip organizations and Fortune 500 manufacturers.
NFS Ascent: An Adaptive Platform for the Evolving Global Equipment Finance and Leasing Industry
NETSOL’s premier, next-gen platform for the 360-degree automation of all finance and leasing operations, from contract origination to complete contract lifecycle management up until termination, is a highly adaptive and proven solution.
Ascent is built on cutting-edge technology that enables equipment finance and leasing companies to run their retail and wholesale finance business with ease. With comprehensive domain coverage and powerful configuration engines, it is architected to empower finance and leasing companies with a platform that supports their growth in terms of business volume and transactions.
Ascent is a platform that is capable of handling any volume at any complexity level. With a dynamic workflow, agile business rule engine and business process manager, Ascent is a highly configurable system. It enables equipment finance and leasing companies to effectively manage their complex multi-site and multi-currency operations and to thrive in hyper competitive markets globally, while keeping their costs at an absolute minimum.
The NFS Ascent suite includes Omni POS (Omni Point of Sale), CMS (Contract Management System) and WFS (Wholesale Finance System).
NFS Ascent is now also available on the Cloud with flexible, subscription-based pricing and rapid deployments.
NFS Digital: Curated Digital Touchpoints for Your Teams, Partners and Customers
NFS Digital is a combination of our core strengths, domain and technology. Our insight into the evolving landscape along with our valuable experience enables us to define sound digital transformation strategies and compliment them with smart digital solutions so our customers always remain competitive and relevant to the dynamic environment. Our digital transformation solutions are extremely robust and can be used with or without our core, next-gen solution (NFS Ascent) to effectively augment and enhance your ecosystem.
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.
Exhibitor profile is not available at this time.
Sopra Banking Software
Tamarack is an independent software solution consultancy that works extensively in equipment finance. They specializes in building customer/vendor/broker portals, implementing and supporting software products, custom development and integrations, and providing custom Salesforce.com solutions. Tamarack also provides objective technology strategy consulting to help clients choose, build, or integrate the right software solution.
Founded in 1978, Vertex Inc. is the leading provider of corporate tax software and services for companies of all sizes, from small to medium-sized businesses to global multinationals.
Vertex solutions enable companies to realize the full strategic potential of the corporate tax function. The company offers a variety of products and services that allow businesses to automate, integrate, and streamline their corporate tax processes. Vertex provides solutions in every major line of tax including income, sales and consumer use, value added and payroll. Vertex also offers tailored solutions for specific industries including retail, communications, hospitality and leasing. Vertex Managed Services allows companies to outsource sales and use tax returns and exemption certificate management.
Known for its innovative culture, Vertex is a privately held company that employs over 900 professionals across the globe, at its headquarters in the U.S. (Berwyn, Pa.) and offices in Europe (London), Brazil (Sao Paulo), Dallas, Fort Collins, Naperville, Phoenix, San Francisco, Sarasota and Seattle.
For more information about Vertex, visit www.vertexinc.com.
Visual Lease is a software company that makes lease management simple – providing a robust SaaS platform that takes the complexity out of managing the financial and legal aspects of a company’s lease portfolio, from real estate to equipment and other assets. Visual Lease combines lease administration and lease accounting with consultative insights and technical expertise bringing depth of functionality and simplicity together in one intuitive platform. It streamlines the process of gathering, interpreting and reporting on lease data, to make lease management more efficient, consistent and precise.
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