The Premier Event for Leasing and Finance Accounting Professionals
Attendees: Watch the video below to learn how to navigate the virtual platform
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 stevew@larichadv.com or 440-247-1060.
Registration Fees
| Price Description |
Amount |
| Attendee |
$595.00 |
| Attendee - Non Member (All) |
$795.00 |
| Committee - Member |
$295.00 |
| Speaker - Member (Attending Entire Conference) |
$295.00 |
| Speaker - Non Member (Attending Entire Conference) |
$295.00 |
View cancellation and other policies
Speakers
Richard Andersen
Vice President, Specialty Finance and Syndications
Key Equipment Finance
John Bober
Managing Member
IXL Lease Advisory Services, LLC
John chairs the accounting and reporting committee of the Equipment Leasing and Finance Association (ELFA) and was the 2014 recipient of the ELFA’s Distinguished Service Award. As the managing member at IXL Lease Advisory Services, LLC, John specializes in lease accounting and financial reporting. He is also a senior consultant to Ernst & Young LLP.
John retired in 2018 after a 23-year career with GE Capital, where he primarily focused on vendor finance arrangements and the leasing of equipment as well as managing all aspects of General Electric Company’s Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) lease accounting project. He has been active in the accounting standards setting process, having served on both the Emerging Issues Task Force and the Accounting Standards Executive Committee working groups. John was a member of the joint FASB and IASB international working group on lease accounting. Active in Financial Executives International, he is the past chair of their leases working group.
John joined GE Capital in 1995 and held various positions in finance, risk and general management within GE Capital and GE Energy Financial Services. He managed the group within GE Energy Financial Services responsible for the analysis of economic returns from equity and debt investments, project financings, partnerships and large ticket leases, including lease pricing. Prior to joining GE in 1995, John was a partner with an international accounting firm, based in both Jakarta, Indonesia and New York. He frequently speaks at industry conferences on matters related to current developments in finance and accounting.
John has a BA in History from Tulane University. He is also an MPA from the University of Texas at Austin and is a past member of the Department of Accounting Advisory Council and of the McCombs School of Business BBA-MPA Alumni Advisory Board.
Ryan Brady
Grant Thornton LLP
Ryan is a partner in Grant Thornton’s Accounting Principles Group. He began his career in Grant Thornton’s Chicago audit practice and currently works in the firm’s national office, helping audit teams resolve technical accounting issues in areas including leases, debt and equity transactions, and derivatives and hedging.
International experience
Ryan was seconded to Grant Thornton Hong Kong as an audit senior associate. There he provided audit services to US and foreign clients throughout Southeast Asia.
Education & professional memberships
Ryan graduated from the University of Notre Dame with a BBA and MS in Accountancy and is a member of the Accountancy Department’s Advisory Board.
He is a CPA (Illinois) and a member of the AICPA and Illinois CPA Society, for which he has served as chairman of the Accounting Principles Committee.
Presentations & publications
Ryan has given numerous presentations, and authored several publications, on a variety of accounting topics including leasing and debt and equity transactions.
Kyle Elken
Controller
DLL
Kyle Elken
Controller, U.S.
DLL Financial Solutions Partner
Kyle is the U.S Controller for DLL. In this role, he oversees a team of thirty professionals handling the company’s Accounting, Data, Governance, Accounts Payable, Regulatory and Financial Reporting in accordance with IFRS and U.S. GAAP. Prior to joining DCC in 2014, Kyle was Vice President of Technical Accounting for a publicity traded commercial mortgage lender for 5 years and also worked for GE Capital businesses for 8 years. Kyle is a certified public accountant (inactive), and he serves as a member of ELFA’s Lease Accounting Committee.
Joseph Guage
Chief Financial Officer
First American Equipment Finance, an RBC / City National Company
Shawn Halladay CLFP
Chief Financial & Operating Officer
Pitney Bowes Global Financial Services
Shawn Halladay brings 35 years of experience as a lessor, trainer, consultant and auditor to Alta’s clients. Shawn’s professional expertise stretches across all leasing sectors and around the globe. Based in Salt Lake City, Utah, he has served lessors throughout North America, South America, Asia, the Middle East and Europe, providing training in all aspects of equipment leasing. His consulting expertise includes vendor finance, accounting and reporting best practices, competitive analysis, strategic planning, litigation support, and accounting and quantitative analysis.
Shawn is Managing Director, Professional Development and has authored or co-authored eight books on equipment leasing, including A Guide to Equipment Leasing, An Introduction to Leasing and The Handbook of Equipment Leasing. Shawn’s strengths in accounting, tax law and analysis help Alta clients quantify the success of their business and evaluate emerging opportunities. His custom training courses, offered in several languages and tailored to meet the needs of varying geographic and industry markets and cultures, help lessors maximize the value of their human resources and deliver outstanding lease products and customer service.
Shawn is a member of the Financial Accounting Committee of the Equipment Leasing and Finance Association (ELFA) as well as the editorial board of the Equipment Leasing and Finance Foundation’s Journal of Equipment Leasing and Finance. He also currently serves on the Advisory Board of Leasing News and teaches for the CLFP Academy.
Marc Jerusalem
Managing Director, Accounting & Consulting Services
PricewaterhouseCoopers LLP
Marc Jerusalem
Director, Accounting Services Group, PricewaterhouseCoopers LLP
Marc is a director in PwC’s National Accounting Services Group. In this role, Marc consults with colleagues and clients on how to account for a broad range of complex transactions. Many of the issues he deals with are about leasing transactions, which are surprisingly multi-faceted. As a global specialist on this topic, Marc liaises with accounting experts throughout the profession, and helps PwC develop its thought leadership on leasing transactions.
Marc is a frequent presenter on a variety of accounting topics and serves on the Financial Accounting Committee of the Equipment Leasing and Finance Association, an equipment lessor trade association.
Prior to serving in PwC’s national office, Marc was an auditor in the firm’s Assurance practice in Detroit. Marc's clients ranged from pre-revenue start-ups to multi-national public companies, principally in high technology, manufacturing, and automotive industries. Marc graduated Wayne State University in Detroit, is a Chartered Global Management Accountant, and a CPA licensed in Michigan and New Jersey.
Tim Kolber
Managing Director | Accounting Advisory & Transformation Services
Deloitte
Tim is a Managing Director in Deloitte’s Accounting Advisory & Transformation Services practice where he leads the Accounting Standard Implementation service offering and the Lease Accounting Standard sub-offering on a National level. In this role, Tim leads or serves as a technical resource on various accounting standard implementation projects where he assists clients with the application of complex accounting guidance and the implementation of new accounting standards. Recent experiences include assisting various entities with the implementation of the FASB’s and IASB’s new lease accounting standards.
Tim has close to 20 years of experience in the accounting profession (more than 14 of those years at Deloitte) and is one of the firm’s leading lease accounting experts from both the US GAAP (ASC 842/ASC 840) and IFRS (IFRS 16/IAS 17) perspectives. In this role, he engages in discussions with professionals at the other Large Firms on interpreting the new guidance and interacts with various industry groups and Fortune 100 companies on how to apply the guidance. Tim is also one of the primary authors of Deloitte’s Leases Roadmap.
Robert Kruger
SVP Tax Director, Asset Finance
Huntington Equipment Finance
Leonard Lane CLFP
SVP, Product Management
Odessa
Leonard Lane brings more than 25 years of accounting and IT experience in leasing and equipment finance to his position as SVP, Product Management for Odessa, a leader in lease and loan accounting software solutions. Leonard joined Odessa in 2016, leading the Product team with responsibility for the functional roadmap of all Odessa products. Prior to Odessa, Leonard held various accounting, IT and operations roles for Winthrop Resources Corporation and TCF Bank (1992-2016). Leonard holds MBA, Finance and Operations and BSB, Accounting degrees from the University of Minnesota’s Carlson School of Management and is a certified public accountant (inactive). He was also a member of the ELFA Operations and Technology Committee from 2012 – 2015.
Jeffrey Lezinski
SVP Solution Architecture
Odessa
Jeff is Odessa’s SVP, Solution Architecture, instrumental in architecting Odessa’s functional solutions since he joined the company in 2004. Jeff currently serves on the ELFA Accounting Committee and participates as a liaison to various industry and regulatory bodies. Prior to Odessa, Jeff worked for PricewaterhouseCoopers, LLP where he participated in and managed various engagements from a consulting and an audit perspective for a variety of industries, including financial services, pharmaceutical, and telecommunications. He holds a Bachelor of Science in Economics from Haverford College.
Michele Loh
Marketing Manager
Jennifer Martin CLFP
Chief Product Officer
LTi Technology Solutions
Jen Martin is the Chief Product Officer at LTi Technology Solutions. In her role as CPO Jen leads the Product and Client Success teams. Jen is responsible for managing LTi's investment in new product and technologies, providing value added solutions to critical customer and market problems.
Jen Martin has been in the equipment finance industry and was at Key Equipment Finance (KEF) for 28 years. She has held many roles over that time including Operations Manager for various support/client service areas and Originations teams, Technology Project Manager, Technology product owner and Quality assurance manager. In 2019, she led the team that implemented ASPIRE and was a lead on the team that upgraded KEF’s end to end technology stack. Most recently, Jen Martin was part of the Key Equipment Finance senior leadership team, responsible for the successful execution of KEF’s technology roadmap, aligning technology tools with the needs of Key Equipment Finance’s clients and employees. Additionally, Jen led a sales enablement team that enables KEF’s growth success through data driven strategic modeling, problem solving, helping market Key’s capabilities and exceeding client expectations through the implementation of innovative technology tools.
Jen Martin is also a founding member of the ELFA Women’s council, immediate past chair for the ELFA Operations and Technology Committee/Conference, a member of the Monitor’s Editorial Board and is part of the ELFA’s Innovation Advisory council.
Scott Muir
Partner - Department of Professional Practice
KPMG LLP
A partner in KPMG’s Department of Professional Practice (DPP), Scott spent two and a half years at the Financial Accounting Standards Board (FASB) as a practice fellow where he led the development and drafting of the new leases standard, as well as a leading member of the project teams for the FASB/IASB Joint Transition Resource Group for Revenue Recognition and the associated amendments to the new revenue recognition standard on (a) identifying performance obligations and licensing; (b) gross versus net revenue reporting; and (c) clarifying the guidance on collectibility.
Scott is the co-leader of KPMG’s leasing and digital assets topic teams, as well as a leading member of the DPP topic teams for revenue recognition and long-lived assets. Scott is a frequent presenter at conferences, client events, and internally for KPMG on various accounting topics, in particular Topics 842 and 606, and a principal author of KPMG’s handbooks and other external guidance on ASC 842 lease accounting, ASC 606 revenue recognition, and software/website cost accounting.
Prior to joining KPMG's national office in 2012, Scott led the technical accounting and SEC reporting functions at a large public software company and worked within KPMG’s Technical Accounting Advisory Services and Audit groups.
Ralph Petta
Ralph Petta is the President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 550+ member organizations in the $1 trillion equipment finance sector. Mr. Petta leads the organization in executing its mission to foster business development, deliver industry information and analysis, provide educational opportunities and advocate for the industry. He is also President of the Equipment Leasing & Finance Foundation, which is dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry.
Mr. Petta, an authority in the business of equipment finance, has been with the association since 1987. Before assuming the role of President and CEO in January 2016, he served as Chief Operating Officer for six years, providing coordination, direction and oversight of ELFA programs and services designed to add value to the association's member organizations. Prior to that, he served as Interim President. From 1987 to 2010 he was Vice President-Research & Industry Services, managing ELFA's information, benchmarking and market research initiatives. Throughout his career at ELFA, Mr. Petta has assumed leadership roles in virtually all functional areas within the organization, including governance, membership marketing, communications, business and professional development, state advocacy and the association's affiliated Foundation.
He is often quoted in industry trade publications and is a frequent speaker about the role of equipment finance in the U.S. economy and trends and developments in the equipment finance sector.
Mr. Petta is a member of the American Society of Association Executives (ASAE), as well as ASAE's Key Industry Association Committee (KIAC). He completed the ASAE/University of Maryland College of Business and Management executive development certificate program in association management. He also was selected for and participated in the ASAE Future Leaders Conference. Mr. Petta is a member of the Exchequer Club of Washington, DC.
Before joining ELFA, Mr. Petta worked for nine years in the office of United States Senator Sam Nunn, serving in a variety of professional capacities. He was Senator Nunn's legislative assistant when he left to join the association. Mr. Petta graduated from Syracuse University, earning a B.A. degree in political science.
Steven Pinamonti
Senior Technical Accounting Manager
IBM Financing
Steven Pinamonti is a Senior Technical Accounting Manager supporting IBM’s Financing segment. Steven’s responsibilities include the oversight of IBM’s accounting policy as it relates to its captive financing segment, monitoring proposed and final technical accounting pronouncements for their impacts to IBM’s Financing business and providing accounting consultation to IBM’s business leaders supporting the Financing segment. In addition, Steven’s team technically and operationally supports the Current Expected Credit Loss (CECL) standard which was adopted by IBM at Jan 1, 2020. Steven is a Certified Public Accountant and received his bachelor’s degree in Accounting and Business Administration from the State University of New York College at Plattsburgh.
Derrick Prine
Controller US & Canada
John Deere Financial
Derrick Prine is the Controller, US & Canada at John Deere Financial. In his 15 years at the company, he has held a variety of roles in the accounting and finance function. His previous leadership experience includes an assignment as Controller of the company’s banking unit in Brazil, leading the financial analysis function in Europe, managing the international accounting department, and overseeing the consolidations and financial reporting areas. Derrick recently joined the ELFA’s Financial Accounting Committee in 2020.
Derrick holds BAs in Accounting and Finance from the University of Iowa. He currently resides in Des Moines, Iowa with his wife and two children. Outside of work, Derrick enjoys volunteering in the community, fishing and traveling with his family.
Andrew Prior
Managing Director
PricewaterhouseCoopers LLP
Andrew Prior is a Managing Director in the Washington National Tax Services (WNTS) office of PwC. As a member of the Legislative & Regulatory Services group, he oversees the monitoring and analysis of federal tax legislative developments. He also assists individuals, companies, associations and coalitions with lobbying and advocacy initiatives before Congress, the US Treasury Department, and the Internal Revenue Service.
In addition, Andrew is a frequent speaker at tax meetings and conferences on current tax legislative developments.
From 1993 to 1996, Andrew worked as the chief Capitol Hill tax reporter for CCH, Inc. He was responsible for covering the US Congress, including House Ways and Means and Senate Finance Committees, and reporting on tax, budget, health, retirement, and entitlement legislation, including the Omnibus Budget Reconciliation Act of 1993, and the policy debates over President Clinton's health care reform plan, comprehensive tax reform, and balancing the federal budget.
Andrew received a B.A. in Political Science and Economics from The Johns Hopkins University and an M.A. in Public Policy from Georgetown University
Joseph Sebik
Director of Tax
Siemens Financial Services, Inc.
Joe Sebik is a Director of Tax Reporting in Siemens Corporation, covering Siemens Financial Services, Siemens’ US captive financing subsidiary. Joe supports the tax aspects of Siemens Financial Services’ leasing and structured financing transactions, including alternative energy financings.
Joe has over 30-years of experience in the leasing industry including experience in accounting, financial reporting, transaction structuring and taxation. He has been a member of the ELFA’s Accounting Committee for over 20-years where he has actively assisted the Accounting Committee in many ways, including regularly presenting at the ELFA Accounting Conferences and writing numerous articles for the Equipment Leasing Today magazine. Joe is also the Chairman of the Federal Tax Committee of the ELFA and has introduced two recurring tax-oriented training sessions into the Accounting Conference.
Joe has written six reference portfolios on lease accounting and lessor economics for Bloomberg/BNA, as well as co-authoring 2 portfolios on accounting for Variable Interest Entities and assisting on other accounting-related portfolios. Joe has regularly written about the leasing industry and has previously provided comment letters to the FASB on lease-related topics.
Prior to joining Siemens Corporation, Joe worked for Citicorp Global Equipment Finance, JPMorgan’s Tax Oriented Investments group, Chase Equipment Leasing, IBM Credit Corporation and Price Waterhouse.
Joe holds a Bachelors degree in Accounting from Queens College of the City University of NY and is also a Certified Public Accountant licensed in New York State.
Charlie Shannon
Partner
Moss Adams LLP
Charlie has a combined 20 years of private and public accounting experience. Charlie specializes in providing auditing, compliance, and consulting services to both private and publicly held financial institutions, leasing companies, asset-based lenders, debt buyers, payment processors, and other financial services companies. Charlie is a frequent author and speaker for various state and national trade associations, including the Western Independent Banker's magazine. Charlie is also a member of the Equipment Leasing and Finance Association's Financial Accounting Committee.
Jeremy Simons
Partner
Ernst & Young LLP
Jeremy is a Partner in the Ernst & Young LLP National Professional Practice Group in New York, where he specializes in the accounting for income taxes, leases, and long-lived assets. In this role, Jeremy is responsible for consulting with global engagement teams and clients, monitoring standard-setting activities, and developing EY’s interpretive guidance.
Previously, Jeremy spent two years as a Professional Accounting Fellow in the SEC’s Office of the Chief Accountant. In this role, Jeremy consulted with current and prospective SEC registrants and divisions within the Commission on accounting issues with a particular focus on the topics of consolidations, business combinations, long-lived assets, and debt and equity.
Prior to the SEC fellowship, Jeremy spent time in Ernst & Young LLP’s National Professional Practice Group and audited public and private companies in the manufacturing and retail and distribution industries.
Jeremy earned a Bachelor of Science in Business from Indiana University and majored in Accounting and Finance. Jeremy is a member of the American Institute of Certified Public Accountants and is a Certified Public Accountant in New York and Indiana.
Kris Snow
Kristine (Kris) A. Snow has more than two decades of commercial leasing and finance experience. In 2009, she joined Cisco Systems Capital Corporation, a wholly owned subsidiary of Cisco Systems, Inc. As President, she leads the company's global captive finance and certified remanufactured equipment businesses. Kris previously served as President of Global Vendor Finance at CIT Group.
Kris is currently serving as the Chairman of the Board at ELFA. During her tenure, Kris has been an active participant serving on the Board of Directors from 2008-2011 and returned to the Board in 2017. In addition to her current position on the Board, she is a member of ELFA's Executive, Nominating and Personnel Committees. Previously, she served as Chair of the Captive and Vendor Finance Business Council Steering Committee. She has also served as a participant in the Equipment Leasing & Finance Foundation's Industry Future Council and a contributor to previous “State of the Equipment Finance Industry” reports.
Outside of ELFA, Kris has been involved in numerous civic and community organizations. She serves on the Gonzaga University Board of Trustees and is Board Member Emeritus for St. Mary's College School of Economics and Business Administration. She was honored by the Computer Reseller News 2019 Women of the Channel list, received the Silicon Valley Business Journal's Women of Influence award, and the YWCA Tribute to Women Award for the Silicon Valley.
Kris holds a Bachelor of Science degree in Mechanical Engineering from Gonzaga University and a Master of Business Administration from St. Mary's College of California.
Jennifer Stembridge
SVP, Accounting Policy
Truist Equipment Finance Corp.
Jennifer is a Group Vice President in the Controllers Division of SunTrust Banks, Inc. where she works as the Director of Accounting Consultation and Credit Controller. Jennifer's responsibilities include monitoring proposed and final technical accounting pronouncements to determine their impact to SunTrust, assistance with implementation of new accounting standards, special projects, accounting policy, and accounting consultation to the SunTrust lines of business and functional areas. As Credit Controller, she works closely with the Credit Risk Management department on the accounting and reporting of the Allowance for Loan and Lease Losses. Jennifer is a Certified Public Accountant and received her Bachelor in Business Administration in accounting from the University of Georgia.
Vincent Tesoriero
VP-Controller
Vincent Tesoriero – ELFA speaker Bio
Vincent Tesoriero is Vice President and Corporate Controller for Marlin Capital Solutions, where he leads the accounting operations. His responsibilities include Securities and Exchange Commission Reporting, Bank Regulatory Reporting, Operational and Technical accounting, Tax (Direct and Indirect), and Internal Controls over Financial Reporting. Prior to his current role, Mr. Tesoriero served as Vice President of Finance at AIG Federal Savings Bank, a wholly owned subsidiary of American International Group, Inc (“AIG”). Prior to his tenure at AIG, Vincent was an Audit Manager in the Assurance and Advisory Practice at Deloitte, where he served clients in the Banking and Financial Services industry.
Vincent graduated from the University of Delaware with a Bachelor of Science Degree in Accounting. He is a licensed Certified Public Accountant in both New York and Pennsylvania. Vincent has served as a member of the Equipment Leasing and Finance Association’s Finance and Accounting Committee since 2017. He is also an active member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants.
Jay Wilensky
Senior Vice President, Accounting & Finance
Sasser Family Companies
Jay Wilensky is Senior Vice President of Accounting & Finance for Chicago Freight Car Leasing Co, a subsidiary of Sasser Family Holdings. He is his first year as chairman of the financial accounting committee of the Equipment Leasing and Finance Association, an advocacy organization for the $1 trillion leasing industry.
He is also the founder of the Railcar Leasing Coalition, a consortium of companies in the railcar leasing industry he led to collaborate with the accounting firms and the FASB and IASB Boards on interpretation and development of best practices on leasing related accounting standards. Additionally, he has been chairman of the tax committee of the Railway Supply Institute for two separate terms. Accordingly, he has presented at many different industry conferences. He currently serves on the Transportation Executive Board and the Accounting Advisory Board of the Kelly School of Business at Indiana University.
He began his career in public accounting with KPMG, where he was a senior supervisor on audit engagements in a wide variety of industries. He is in his 37th year with the Sasser Companies and Chicago Freight Car Leasing Co, taking on increasing roles and responsibilities during his tenure leading up to his current position. He is a CPA, CGMA, and has been active in many professional organizations including the Illinois CPA Society, AICPA, and Institute of Managerial Accountants. He graduated from Indiana University - Bloomington, the Kelley School of Business earning a BS with a concentration in accounting.
Brian Wilson
Director- Leasing
Bank of America Global Leasing
Brian Wilson (Director- Banc of America Leasing). Mr. Wilson is a Director with Banc of America Leasing providing accounting and finance support to leasing and capital markets operations worldwide. In this position he consults with clients around the globe on various lease products and transaction structures and their accounting implications.
Prior to joining Bank of America he was CFO for Montrose & Company LLC a lease portfolio management and consulting firm based in Reno, Nevada. Brian also spent several years as tax and accounting manager for Porsche Cars North America and with Deloitte & Touche as a senior manager in their Seattle and Los Angeles offices serving numerous domestic and international clients. He has bachelors and masters degrees in accounting from Brigham Young University, and an M.B.A. in Finance from the University of Nevada. Brian is a CPA and is on the Board of the Nevada Society of CPAs.
