Equipment Leasing and Finance Association - Equiping Business for Success

Operations & Technology Conference

September 16, 2019 - September 18, 2019

Hilton Chicago
Chicago, IL


Registration for this conference is still available, please contact Janet Fianko at jfianko@elfaonline.org to register manually. We also accept registrations onsite at the conference. See you in Chicago!

The Premier Event for Operations & Technology Professionals

The ELFA Operations & Technology Conference and Exhibition provides direction and support for member companies using technology to improve business processes, enhance customer satisfaction and increase operational effectiveness.

Featuring sessions such as:

  • Pre-Conference Forum: Gaining New Perspective: Customer Experience Innovation
  • Who Moved My Cheese AGAIN?
  • Using AI/ML Enabled Analytics to Fundamentally Lower Firms Cost Curves
  • Keynote Speaker: Robert F. Wescott
  • Fraud in Financial Services…through the lens of the FBI
  • Who Are You Digitally? Authenticating Customers Remotely
  • Creating Competitive Advantage with Diverse Thinking
  • Doing Agile vs. Being Agile: The Struggle is Real
  • Why Toast Isn’t Just for Breakfast: Visual Thinking to Solve Business Problems
  • And MUCH more!

Operations & Technology Excellence Award

Don't miss out on this year's Operations & Technology Excellence Award, which has been developed to recognize equipment leasing and finance companies that have demonstrated best practices in developing and implementing innovative uses of technology or creative business processes to improve operations, enhance customer interactions, enter new markets and build overall ROI. Award applications have been submitted and the winning applicant will present at this years' conference.

Exhibitor & Sponsorship Opportunities

An exhibition is held in conjunction with this conference and many sponsorship opportunities are available. To receive more information about exhibiting or sponsoring, please contact Steve Wafalosky at 440-247-1060 or stevew@larichadv.com.

Two Conferences for the Price of One!

The ELFA Operations & Technology Conference and Exhibition will again be held concurrently with the ELFA Lease and Finance Accountants Conference. Both conferences will share a table top exhibit area targeting companies that provide lease and finance accounting software, and other technology-related processes and systems.

Don’t Miss this Fantastic Opportunity!


Registration Fees

Price Description Amount
1st Person Attendee - Member $1225.00
Additional Attendee - Member $1180.00
Additional Exhibitor - Member $1180.00
Additional Exhibitor - Non Member $2450.00
Attendee - Non Member (All) $2450.00
Committee - Member $610.00
First Time Attending This Conf (Addl Exhibitor) $1050.00
First Time Attending This Conference(Members Only) $1050.00
Speaker - Member $610.00
Speaker - Non Member $610.00
Spouse/Companion of Member $250.00
Spouse/Companion of Non Member $250.00

View cancellation and other policies

Conference Schedule

 

Session descriptions and speakers are all located in the conference schedule - Download Conference Schedule Here

Special Networking Events

Newcomers Reception
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.  

Hosted Receptions
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
(pre-registration requested)
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.

Available Functions

Sunday - September 15
6:30 pm - 7:30 pm
  Happy Hour
Monday - September 16
10:00 am - 12:00 pm
  CFO Roundtable
  PRE-CONFERENCE FORUM: Customer Experience Innovation
5:00 pm - 5:45 pm
  New Comer's Reception
Tuesday - September 17
6:00 am - 8:00 am
  5K Fun Run
Wednesday - September 18
7:00 am - 8:00 am
  Women's Council Breakfast

Speakers

Merrick Benn

Partner
Womble Bond Dickinson (US) LLP


Merrick's practice focuses on personal property commercial financing with an emphasis on negotiating and documenting middle market and big ticket transactions involving all equipment types and classes including manufacturing lines, aircraft (corporate and commercial), vessels (barges and tankers), railroad rolling stock, software, and technologies.
 
Merrick has extensive experience in tax motivated "true leases," leases intended for security, off-balance sheet loans (synthetic leases), term and demand loans, commercial paper conduit transactions, and securitizations. In addition to originating deals, Merrick's practice includes the syndication of, and participation in existing transactions. He works regularly with special forms of credit enhancements such as letters of credit, guaranties, and insurance policies. Merrick also counsels clients on the acquisition and disposition of loan and lease portfolios.
 
Merrick is a frequent lecturer on the negotiation and documentation of equipment lease transactions.
 
Prior to joining Womble Carlyle, Merrick was a member of the Corporate/Finance practice group at DLA Piper LLP (US), where he worked on both domestic and international financing matters with an aggregate value in the billions of dollars.


Shwetha Bhat

IT Business Analyst
John Deere Financial



Robert Boyer, CLFP

President
BB&T Commercial Equipment Capital Corp.


 
Robert L. Boyer is the President of BB&T Commercial Equipment Capital Corp., a wholly owned subsidiary of Branch Banking and Trust Company (BB&T). He is responsible for developing and executing the strategic plan for the company. Since joining Susquehanna in 1998, Mr. Boyer has held positions of increasing responsibility including Sales Executive, Syndications Manager, Senior Vice President of Acquisitions and Syndications and Executive Vice President.
 
Mr. Boyer currently serves as director and Treasurer of the Equipment Leasing and Finance Association (ELFA) Board of Directors and is a member of its Executive Committee. Previously, he chaired the ELFA's Membership Committee and Small Ticket Business Council Steering Committee. He also serves as a director for the Certified Leasing and Finance Professional Foundation (CLFP).
 
Mr. Boyer has been working in the Equipment Finance Industry since 1995.
He has spoken on behalf of the Equipment Finance Industry and Susquehanna Commercial Finance at various events and interviews for published articles. He holds a bachelor's degree from LaSalle University.
 
 

Al Brandt

Co Founder/CEO
BlocLedger


Al co-founded BlocLedger in 2016, a blockchain software company focused on document centric digital transformation. Al is the company's CEO and has served as a member of IBM's Blockchain Board of Advisors. 

Prior to BlocLedger, Al worked at EMC as Vice President Engineering in which he managed a global engineering and product support organization for a $100m enterprise product portfolio. Prior to EMC, he was President of Bus-Tech an enterprise storage company. EMC acquired the company in 2010. Al began his career as a software engineer with IBM advancing into various R&D, headquarters and executive assignments.

Al earned his BS in Electrical Engineering from Michigan State University and his Masters of Business Administration from University of North Carolina – Chapel Hill.

Joshua Bridge

Consultant
Capgemini America, Inc.



Rita Brunk

Executive Vice President
CoSourcing Partners



Chad Carlson

Professional Services Manager
Tamarack



Tina Cartwright, CLFP

SVP Information Technology and Operations, Equipment Finance
U.S. Bank Equipment Finance


Tina Cartwright is a Senior Vice President of US Bank and is responsible for Equipment Finance Information Technology Strategies, Security, Project Management, Facility Operations, Source Integration and Professional Development Programs. She began her career in January of 1997 with Lyon Financial, a small ticket leasing company. Lyon Financial was later acquired by US Bank in September of 2000.

Throughout her career, she has held a variety of positions within the organization working for both the Equipment Finance lines of business, as well as the Technology and Operations teams. Her responsibilities have included Credit Analyst, Credit Manager, Business System Analyst, Project Manager and most recently Director of Information Technology and Operations.

Allison Conley

Assistant Finance Manager
LEAF Commercial Capital Inc.



Andrew Cotter

EVP, Chief Information Officer
Somerset Capital Group, Ltd.


Andrew Cotter serves as CIO for Somerset Capital Group, Ltd. and has been with the organization since 2002.  Mr. Cotter is primarily responsible for providing vision and leadership to develop and implement information technology initiatives related to the business, financial, and operations systems that are critical to core organizational functions. Through collaboration with business leaders and select vendor relationships, Mr. Cotter establishes, plans, and administers the overall policies and goals for the information technology department, as well as helps business operations utilize information systems to improve efficiency.

 

Prior to joining Somerset, Mr. Cotter owned a full service technology services organization, distinguishing itself through a unique mix of hardware, software, networking and internet skills with customers ranging from small architectural firms, medium size capital markets organizations, medical and microelectronics firms to non-profit organizations.

 

Mr. Cotter earned his Bachelor’s in Architectural Studies and Design from the University of Massachusetts at Amherst, in 1998.


Alex Doubinkine

Director of Global Credit Operations
Cisco Systems Capital Corporation


Alex Doubinkine, Director of Global Credit Operations for Cisco has been with the company for over 18 years. During this period Mr. Doubinkine held various roles within Credit organization in the U.S. and the Netherlands.  Prior to joining Cisco, Mr. Doubinkine owned a software development company.
 
Mr. Doubinkine holds an MBA from The Hague University.

Jeffrey Emrich

Chief Information Officer
Crestmark Equipment Finance


Jeffrey provides strategic operational and technology guidance for Crestmark Equipment Finance as Chief Information Officer.

Jeffrey has over 20 years of experience managing technology for the equipment finance industry and has been a member of the Operations and Technology Committee of the Equipment Leasing and Finance Association (ELFA) 2014-2016.

Jeffrey earned his Master of Business Information Technology from Walsh College and a B.S. in Computer Science from Central Michigan University.

Caren Evers

Vice President - Relationship Manager
Fifth Third Bank


Caren Evers has worked in the banking industry since 2005. Caren started her career at Fifth Third Bank, moving to MB Financial in 2013.  In 2019, MB Financial merged with Fifth Third Bank, so you could say she's been "with" the bank for 14 years.
Caren joined the Paying Agent team 5 years ago, bringing her Treasury Management experience to the Lease Banking team. She works with middle market, mid corporate and large corporate customers across the country and Canada. She is based in Chicago.

Roman Gajda

Director of Financial Technology Solutions
ENGS Commercial Finance Co.


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.
 

Keith Goepfert

Solutions Architect
TCF Capital Solutions, a division of TCF National Bank



Philitsa Hanson

Head of Transformation
Linedata Lending and Leasing



Robert Hornby

Member of the Firm
Chiesa Shahinian & Giantomasi PC


An experienced litigator, Robert Hornby represents national and regional banks and finance companies in all aspects of equipment leasing, asset based lending and civil litigation in New York and New Jersey state and federal courts. He regularly counsels clients on a wide range of matters unique to the equipment finance and leasing industry, from drafting master documentation to the enforcement of lessors’ and secured creditors’ rights.

In addition, Robert’s litigation practice extends to the areas of construction law, commercial contract, solar energy litigation, product liability/toxic tort, professional malpractice, trusts and estates and franchise law. He is directly responsible for managing numerous complex litigation matters, including, but not limited to, those involving construction defect, shareholder derivative, restrictive covenant, solar energy and governmental authority issues.

Robert received his law degree cum laude from Seton Hall University School of Law, and his undergraduate degree cum laude from the University of Arizona. He served as a Judicial Law Clerk for the Honorable David S. Baime, PJAD (ret.) in the New Jersey Appellate Division.

James Humphrey

Senior Vice President, Sales
Odessa



Marsha Hunt

Board Member
Financial Accounting Standards Board



John Hurt

Director, Digital Business Advisory Practice
The Alta Group LLC


Extensive experience in strategic system design and application of technology to support core systems and leverage technology to enhance sales force effectiveness and back office efficiency for LaSalle National Leasing in the U.S. and ABN Amro Leasing in Canada
 
Part of a 5 member DE Novo startup team for Cole Taylor and MB Equipment Finance, responsible for Technology, Marketing and Facilities
 
CIO roles with systems responsibility including lease and loan originations, sales, customer relationship management platforms, and process improvement initiatives
 
25+ years senior-level Information Technology experience

Michael Infante

Chief Credit & Risk Officer
Cisco Systems Capital Corporation


Michael Infante is the Chief Credit & Risk Officer for Cisco Systems Capital Corporation, a wholly-owned subsidiary of Cisco Systems, Inc.  Cisco Capital is focused on delivering premier solutions in Technology Financing, Trade and Channel Financing, and Cisco Certified Pre-Owned Equipment.  Managing a portfolio of $10 Billion in financings and $48B in trade and channel receivables with a presence in over 100 countries, Infante leads Cisco Capital’s Global Credit & Risk Management Organization. He focuses on building and scaling Cisco Capital’s Enterprise Risk Management strategy, developing portfolio management and risk analytics capabilities and systems integration to better leverage information in support of Cisco Capital’s global business.
 
Infante has been with Cisco Capital for 13 years and previously led the Business Economics team where he was responsible for pricing and structuring leases and loans globally, along with risk analytics.  Prior to heading up Business Economics, Infante has held various leadership roles in Structured Finance.
 
Prior to joining Cisco Capital in 2000, Infante spent eight years at Ameritech Capital serving as Vice President of Business Development, Director of Sales and Director of Portfolio Management.  Prior to Ameritech, he has also held several sales roles with Comdisco.
 
Infante holds an MBA from the University of Notre Dame in South Bend, IN and a Bachelor’s Degree from St. Norbert College in DePere, WI.   

Matthew Ivory, CLFP

Training Support Specialist
Ivory Consulting Corporation



Kristie Kosobuski, CLFP

Senior Director Product Management
IDS


Kristie Kosobuski serves as International Decision Systems’ Senior Director of Product Management and Product Marketing, with responsibility for driving the strategic vision and roadmap of IDS’ Solution Portfolio, including InfoLease and Rapport.  Prior to her current role, Kristie consulted on business process, solution implementation, and software support across a diverse Lessor community during her 20 year tenure in Equipment Finance.  With a passion for translating market requirements into software solutions, Kristie ensures IDS’ product vision is translated into actionable releases.  Kristie is committed to the success of the leasing industry and has been instrumental in driving an ongoing dialogue of how financial accounting, business process, and technology evolution are shaping the future of Asset Finance.

Troy Lock

Vice President Lease Operations
Farm Credit Leasing


Troy Lock is the vice president of Lease Operations and leads a department responsible for lease origination documentation, booking, funding, insurance, accounting, and contract servicing.  Mr. Lock joined Cobank in 2016 after spending more than 24 years in commercial banking operations.   More than half of his experience was with Wells Fargo and US Bank that included a variety of management roles; with his most recent position managing Prepaid Card Operations.   
 
Mr. Lock is a graduate of the University of Iowa and Minnesota School of Banking in operations and commercial lending.  He is based in Minneapolis, Minnesota.

Jennifer Martin

VP, Leasing and Vendor Program Support
Key Equipment Finance


Jen Martin, VP of Originations for Key Equipment Finance has been in the industry and with Key Equipment Finance for 23 years. During her tenure she has held many roles including Operations Manager for various support/client service and Originations teams, project manager, technology product owner, quality assurance manager and vendor program development leader.

Currently Jen Martin is a dedicated member of the technology transformation team working toward an end to end system, culture and process evolution for Key Equipment Finance

Jen Martin is also heavily involved in the equipment finance industry - a member of the ELFA Women's council, Chair for the ELFA Operations and Technology award and on the planning committee for the ELFA Operations and technology conference.

Ron Meyer

Sr. Business Advisor
Linedata Lending and Leasing


Ron joined Capitalstream in 2010. He is currently responsible for directing the company’s credit-related systems initiatives and enhancing data governance and stewardship efforts.  He has over 27 years of banking experience with particular focus on commercial lending and has worked in a multitude of lending positions including credit origination, administration, servicing and asset risk management.  Prior to joining Linedata, Ron served as Vice President and Loan Operations Manager for AMCORE Bank N.A and Vice President and National Operations Manager for Banco Popular North America.

Steven Nelson

SVP, Director of Operations
TD Equipment Finance, Inc.


Steve's career spans 25 years in which he has held roles in Operations and Finance.  Steve Joined TD in 2012 and in 2014 became Senior Vice President - Director of Operations at TD Equipment Finance based Cherry Hill, NJ.  Prior to joining TD, Steve was at Hewlett Packard for 14 years, including Director of Operations and Portfolio Accounting Manager roles at Hewlett Packard Financial Services.  Steve's roles had accountability for documentation, customer service, collections, end of term processing, managing the portfolio accounting team and systems functionality/design.  Prior to joining HP, Steve held roles in Public Accounting, including auditing public and private companies with KPMG Peat Marwick, LLP.  Steve is a graduate of Drexel University and received his CPA license in PA.

Lisa Nowak

Sr. Product Manager
IDS


Lisa Nowak is an accomplished product strategist who joined International Decision Systems in 2014 as the Senior Product Manager for InfoLease.  With 15 years of experience across financial services, and risk and compliance product management, Lisa brings deep experience translating market needs into software solutions and managing applications throughout their lifecycle.  Lisa has a passion for digital and emerging technologies, and currently serves on the ELFA’s Operations and Technology committee.

Sheila Oliver

Director, Global Retail Operating Platforms
John Deere Financial


Sheila has been with John Deere Financial for over 18 years in a variety of roles including product development, project management, IT leadership, retail and wholesale credit operations, sales, strategy, business process excellence, quality, and business architecture. Most recently, she has accepted a new role as Global Product Manager for the Retail Product families.

Prior to her time at John Deere, Sheila was an agricultural commodities trader for Purina Mills, Inc., where she entered into the world of IT for two years while implementing SAP. Sheila has also been a part of two start up businesses during her career.

Sheila's undergraduate degree, BS Food Science and Nutrition, was from the University of Missouri. She also received an Executive MBA from the Tippie Business School at the University of Iowa.

Robert Perrelli

Head of Product, Consumer Lending
TCF Capital Solutions, a division of TCF National Bank


Robert Perrelli is the SVP of Product and Acquisition for the Consumer Lending organization within TCF Bank, a $47B bank in total assets and a top 10 deposit market share in the Midwest.
Robert joined TCF in 2009 and has played a variety of creative and strategic roles throughout his tenure. Perrelli led strategy and its digital revolution at Inventory Finance and delivered on strategic purpose within the Consumer Bank to drive overall growth and retention. Recently, he also launched TCF’s first-ever fintech partnership in the consumer lending space. Prior to TCF, Robert worked at the National Restaurant Association and Allstate Financial.
Robert holds both his undergraduate and master’s degrees in Finance and Strategy from DePaul University where he continues to stay involved. He and his family currently reside in the Chicago area and enjoy visiting family in Europe when on break.

Ralph Petta

President and CEO
Equipment Leasing and Finance Association


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.  

Candace Reinhart, CLFP

SVP of Operations & Syndications
CoreTech Leasing, Inc.


Certified Lease and Finance Professional (CLFP), driving operational efficiencies and scalable solutions for CoreTech Leasing. Equipment generalist and equipment lease enthusiast with 20+ years of experience in operational workflow. At CoreTech, As SVP, Candace leads Operations and Syndications, driving client value at scale to maintain CoreTech’s leadership in the industry.

Deborah Reuben, CLFP

President
Reuben Creative, LLC


Award-winning consultant, Deborah Reuben, CLFP is President of Reuben Creative, LLC, a consulting firm specializing in strategic process and technology consulting for lending and leasing.  She has a broad equipment finance industry and professional background in both financial services (Wells Fargo and TCF) and the software industry (HCL and Linedata Capitalstream).  
 
Author of The Certified Lease & Finance Professionals' Handbook Sixth Edition, she pens many articles on technology and innovation topics. She contributes to studies and publications and frequently speaks at events inside and outside of the industry. She serves on the ELFA Board of Directors, the Monitor Editorial Board, and chairs the ELFA Tech Innovation Working Group. She is the 2019 recipient of ELFA's Michael J. Fleming Distinguished Service Award as well as the CLFP Foundation's Cindy Spurdle Award of Excellence.
 
With a keen eye for future technology trends, she brings forward-thinking insights and original ideas to help companies gain efficiencies and design roadmaps for the future. She consults with teams who want to see the bigger picture, explore the art of the possible, and build momentum for transformative change. Learn more at deborahreuben.com.

Vinodh Sankaranthi

Manager, Innovation and Digital Transformation
John Deere Financial



Eileen Schoonmaker

SVP, Operations
DLL


Since joining DLL in 2000, Eileen has served in several leadership positions, including SVP Operations, SVP Information Technology and U.S. Country Manager. More recently, Ms. Schoonmaker is solely focused on transformative business models and technologies that deliver an exceptional customer experience. With more than 30 years of experience in vendor finance Eileen believes that while experience does breed wisdom, what is common to all successful businesses is a growth and learning mentality.

Schoonmaker earned a Bachelor of Science degree in Business & Finance from Stockton University and is a graduate of Harvard Business School’s Executive Education Program.

DLL, a global financial solutions provider, delivers integrated vendor finance solutions in the Office Technology, Healthcare, Construction, Transportation, Industrial, Agriculture, Food, and Clean Technology industries in more than 35 countries.

Tawnya Stone, CLFP

Vice President, Strategic Technology
GreatAmerica Financial Services


Tawnya Stone is Vice President, Enterprise Strategic Technology, at GreatAmerica Financial Services Corp. She is responsible for the overall strategic direction, oversight and implementation of customer-facing tools and products across various GreatAmerica business units, working in close collaboration with business unit and functional leadership and external technology.

Denis Stypulkoski

Chief Information Officer, Commercial Division
TIAA Commercial Finance, Inc.


Denis Stypulkoski is Senior Vice President and CIO of the Commercial Division of TIAA Bank.
 
Denis is responsible for designing IT solutions and digital capabilities for all of the firm’s commercial businesses using state of the art technologies. One of the founders of TIAA Bank Vendor Equipment Finance, Denis built the original technology platform. Today, he and his team lead the complete digital transformation of the vendor equipment finance business. Denis has more than 28 years of IT experience, spanning global companies to startup opportunities, within the commercial finance and banking industries.

Mark Theis

Director
John Deere Financial


Responsible for credit underwriting, M&A and risk monitoring for John Deere's U.S. and Canadian dealers. Held prior assignments in accounting and finance in John Deere in the U.S., Netherlands, Luxembourg and Canada.


Mark Tomaselli

President
Innovation Finance USA LLC


As President and CTO of Innovation Finance, Mark is responsible for all aspects of product development, platform strategy and engineering.

Prior to joining Innovation Finance, Mark served as CIO at First American Equipment Finance, guiding the company's technology vision, strategy and execution. Mark is a recognized leader in creating exceptional client experience through the use of progressive technology.

Mark also held senior management positions with Fortune 500 companies, including Sun Microsystems and Frontier Communications. Mark’s insights are sought in both finance and technology.

He frequently presents to organizations like Box, Salesforce, Okta and the ELFA. Mark holds a BS in Information Technology and is an active Box Digital Advisory Board member.

Kevin Truitt

Vice President, Business Development and Product Management
LTi Technology Solutions


Kevin is responsible for LTi Technology Solutions' product vision and strategy as well as the product-level support of Sales, Account Management, and Customer Support.
 
Joining LTi in 2012, Mr. Truitt has more than 25 years of product management and information systems experience gained from the software development and services industry. He has spent nearly two decades of his career in the finance industry, having previously held positions such as Product Manager and Software Development Manager/Director.
 
Before his tenure at LTi, he also served for 12 years in the United States Air Force, where he was a meteorologist and a weather liaison for NASA before transitioning into Information Technology at Air Force Global Weather Central.

Robert Wescott

President
Keybridge Research, LLC


Robert F. Wescott is Founder and President of Keybridge Research LLC, an economic consulting firm in Washington, DC, that has served major financial institutions, Fortune 500 companies, and leading business associations since 2001. Dr. Wescott concentrates on global macroeconomics, financial risks, and public policy research. He provides global asset allocation advice to high-profile international financial firms and is a frequent speaker to business and financial audiences around the world. Dr. Wescott also testifies as an expert before U.S. Congressional committees on economic, financial, and energy policy matters.

From 1999 until 2001, Wescott served as Special Assistant to the U.S. President for Economic Policy at the White House. As senior economic adviser to President Clinton, he helped to develop Administration policies toward G-7 countries, Russia, China, India, other key emerging-market economies, and the international financial system. During 1993-94, Wescott was Chief Economist at the President’s Council of Economic Advisers, where he developed the Administration’s U.S. macroeconomic forecasts and performed policy analysis. He helped write and edit the Economic Report of the President. From 1994 to 1999, Wescott was Deputy Division Chief at the International Monetary Fund. In the IMF’s Research Department he helped produce the World Economic Outlook, the Fund’s semi-annual review of world economic prospects, key risks, and policy challenges. In the European Department he was responsible for Eastern European countries in transition. He participated in IMF missions to Japan, China, Poland, and a number of countries in Western Europe.

Between 1982 and 1993 Wescott was Senior Vice President and Chief Economist at WEFA Group (now IHS Global Insight), the economic forecasting and consulting firm, where he oversaw all forecasting, economic modeling, consulting, and research activities for the U.S. Group. Before that he managed the firm’s Global Economic Outlook Committee and coordinated the firm’s international forecasting from centers in North America, Europe, and Asia. For nearly 10 years he wrote WEFA’s flagship monthly U.S. economic newsletter and he also co-authored its quarterly international economic newsletter. During these years he served as the firm’s primary public spokesman with clients and the media. In 1989-90, Wescott lived in Japan, where he helped the University of Pennsylvania establish the International Center for the Study of East Asia Development (ICSEAD) in Kitakyushu. ICSEAD does quantitative economic modeling and research on East Asian economies.

Dr. Wescott has published research papers in the areas of macroeconomics, fiscal policy, global saving patterns and interest rates, inflation targeting, the credit crunch in Japan, energy policy, and economic development, especially issues related to globalization. Wescott holds a Ph.D. in economics from the University of Pennsylvania, 1983.


Sponsors

Hotel Information

The 2019 Operations and Technology Conference & Exhibition will be held at the Hilton Chicago, 720 South Michigan Avenue, Chicago, Illinois, 60605.

The ELFA block of rooms for this conference is SOLD OUT and no longer available. However, you are welcome to inquire the Hilton Chicago regarding room reservations outside of the ELFA block. Please call Reservations at 1 (800) 774-1500 to inquire about room reservations.

Getting There

The Hilton Chicago is 19 miles from the Chicago-O’Hare International Airport (ORD). Approximate cost from Chicago-O’Hare to the Hilton Chicago is approximately $31.00 one-way with Super Shuttle and $50.00 one-way via Taxi and takes about 45 minutes in drive time.

Chicago Midway Airport (MDW) is another airport option in the area. Approximately 11 miles from the conference hotel, a Supper Shuttle ride will cost about $26.00 one-way and Taxi will be about $35.00 one-way and will take about 30 minutes in drive time.

Public Transportation
From O'Hare International Airport: Take CTA Blue Line train to the Jackson stop. This is the only subway train leaving O'Hare. Walk 0.6 miles southeast to 720 S. Michigan Ave.
From Midway Airport: Take the CTA Orange Line train to the Roosevelt stop. Walk 0.5 miles north to 720 S. Michigan.

Parking
Limited self-parking is available at the hotel for $62.00 per day as a hotel guest and valet parking is available for $75.00 per day.

Things To Do:

Click here for a full list of information from the hotel.

Hilton Chicago
720 South Michigan Avenue
Chicag, IL 60605

Get directions



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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

Alfa Financial Software Inc


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


Cloud Lending, a Q2 Company, is the technology of choice for financial institutions leading the next wave of lending and leasing. Through our integrated front-to-end lending platform, financial institutions can simplify the borrower experience, accelerate loan processing, increase application volumes, and reduce operational inefficiencies through automation and configuration. We provide solutions for Commercial, Small Business, Construction, Consumer Loans, and Equipment Leasing. To learn more, visit Cloud Lending at www.cloudlendinginc.com.


CODIX


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.


Copernicus-USA, LLC


 

Ian Charik
Phone: +1 (312) 919-5002
Email: ian.charik@copernicus-consultants.com
Web Site: www.copernicus-consultants.com

Fully integrated, web native solution, designed for the Global Finance Industry, providing seamless CRM, Front, Middle and Back Office functionality with integrated Mobile. Built using the latest web native technologies and finely tuned by our many years of industry experience, we believe we are able to deliver the most robust, flexible and complete asset finance software package in the Industry; a web native cradle to grave asset finance pricing, administration, accounting and collections system. Designed and built using Microsoft's .NET framework and SQL Server as well as the latest security technology based on Open Authentication Standards.

Copernicus provides full support for the modern Global Installment Finance Industry - available for Brokers, Small to Big Ticket, Equipment and Auto, Independents and Captives. We offer a new approach designed to reduce implementation timescales and costs.

SOLAR:
Process any payment structure, with multiple drawdowns and other complex cash flows, including commissions, subsidy, maintenance, fees and insurance. Extremely easy to use as it runs in a standard web browser with controls that users are already familiar with.

  • Available as either a hosted (cloud) solution or, as an in-house system
  • Provides:
    • complete portfolio control through a full double entry bookkeeping system
    • user-configurable workflow with documents and alerts
    • flexible and user-configurable reporting
    • sophisticated decisioning and credit scoring
    • powerful calculation engine
    • user-configurable Collections functionality
    • includes CRM with a marketing campaigns management module
 

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


CSC


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


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


Paul Macura, VP Sales - Americas & Europe
220 South Sixth Street
Suite 700
Minneapolis, MN 55402
www.idsgrp.com
(612) 851-3200
information@idsgrp.com

IDS is the leading global provider of software and solutions for the equipment and asset finance industry. IDS has a proven track record of serving hundreds of customers, from smaller independents to seven of the world’s top 10 lessors in over 30 countries around the globe. IDS solutions are powerful and functionally-rich, yet flexible to meet each organization’s business needs. IDS customers benefit from the collective best practices of our large, global user community. Headquartered in Minneapolis, MN, the company also has offices in the United Kingdom, Australia, Singapore and India. For additional information, visit www.idsgrp.com or email information@idsgrp.com.


Ivory Consulting Corporation


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

For over 35 years, Ivory Consulting Corporation has been the leading provider of equipment lease and loan software, software customizations and consulting services for the equipment finance industry. Ivory's flagship product, SuperTRUMP, is the proven solution for modeling and pricing complex leases and loans and is trusted by 8 of the Monitor top 10 companies. Ivory Consulting Corporation is privately held and headquartered in Walnut Creek, CA.


JDR Solutions, Inc.


JDR Solutions, Inc. is a provider of front end and back office lease portfolio administration services, custom web portals, software as a service, database support and technical consulting for the equipment leasing industry.

We tailor our services to meet the specific needs of banks, manufacturer captives, independent lessors and other financial institutions in the United States and abroad, in such areas as:

  • Private label invoicing
  • Cash applications
  • Tax administration
  • Lease accounting
  • Collections
  • Contract booking
  • Midterm contract modifications
  • Customer service

Client data is protected through a "6+2" redundancy, maximum firewall settings and multi-location data storage. Our security, financial and operational practices and processes comply with the American Institute of Certified Public Accountants' Service Organization Control (SOC) 1 and 2 requirements.

Stop by and meet Richard Lewis, Vice President of Business Integration; Doug Williams, Vice President and Chief Information Officer; and Steve Leer, Director of Marketing and Business Development.

JDR Solutions, Inc.
8606 Allisonville Road, Suite 245
Indianapolis, IN 46250

Phone: 855-863-7676
Web: www.jdrsolutions.com


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.

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


NETSOL Technologies Americas, Inc.


NETSOL Technologies is a leading global business services and enterprise software solutions provider primarily serving the asset finance and leasing industry worldwide. The company’s suite of applications is backed by 40 years of domain expertise and supported by a committed team of over 1600 professionals placed in eight strategically located support and delivery centers throughout the world. The company is headquartered in Calabasas, California in the United States and have support and delivery centers in the United Kingdom, Australia, Thailand, Indonesia, China and Pakistan.

NETSOL prides itself in maintaining the highest quality standards while delivering services to its diverse client base across the world including blue-chip organizations and Fortune 500 companies. Having helped over 200 companies across the globe streamline their operations, the company has delivered more than 300 implementations with a 100% project success rate. NETSOL is also the first IT company in the finance and leasing industry to launch a complete line of enterprise digital applications.

The company’s end-to-end product solutions alongside the enterprise digital solutions offered by NETSOL help organizations transform their finance and leasing operations, providing a fully automated asset-based finance solution covering the complete finance and leasing life-cycle. The company’s core product alongside its digital solutions have been powering leasing, lending and wholesale asset management operations for organizations across the world. NETSOL’s systems offer complete lease management for automotive finance contracts to equipment leasing and big ticket finance.

CONTACT INFORMATION
Corporate Headquarters
23975 Park Sorrento, Suite 250, Calabasas, CA 91302, USA
Email: info@netsoltech.com
Phone: +1 818-222-9195


Odessa


Headquartered in Philadelphia, USA, Odessa is a software company exclusively focused in the leasing industry. Odessa provides the LeaseWave system and Odessa platform to power a diverse customer base of leasing companies globally. LeaseWave is a powerful, end-to-end, extensible solution for lease and loan origination and portfolio management. The Odessa platform further provides rich feature sets including low-code development, test automation, diagnostics, reporting and business intelligence to ensure organizations can more effectively align business and IT objectives. With flexible deployment models, you can launch via our SaaS offering and only pay for as much as you need. Your platform, your way.

Jim Humphrey
SVP, Sales
215-231-9800 xt 116
Jim.humphrey@odessainc.com
www.odessainc.com


Passtime HD


Exhibitor profile is not available at this time.

Sopra Banking Software



Who we are …
Founded in 1979, Sword Apak has over thirty years' experience of providing specialist financial systems to the global asset finance and banking sectors. Our products have been designed by in-house financial software specialists, utilizing their extensive knowledge and long-term experience of working within the financial services industry. Many of our staff have a background in finance, which helps us to provide the best business focused and technically advanced solutions. Our specialist teams work with business and IT leaders to solve critical challenges by taking an intense industry focus with deep strategic insight, ensuring there is close alignment between the organization's business strategy and IT initiatives.
 
As part of the Sword Group, Sword Apak has access to a global infrastructure of offices and hosting facilities in over 20 countries.
 
Our business …
With a proven, first class record of delivering and supporting international wholesale floorplanning technology requirements, Sword Apak's market leading Wholesale Finance System, 'WFS' is widely recognized as the preferred solution for major banks and captive finance providers in the automotive and equipment funding sectors. Specifically developed to standardize, streamline and automate dealer funding operations, WFS can be rolled out into multiple markets on a single, global platform with minimal impact on our clients' business and technical infrastructures, whilst significantly improving operational efficiency and productivity. Supporting dealers in more than 20 countries, Sword Apak's floorplanning software is successfully used globally by major financial institutions.

Tamarack


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.  


Vertex Inc.


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


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.