Operations & Technology Conference & Exhibition : ELFA v4

Operations & Technology Conference & Exhibition

September 09 - September 11, 2024

Embassy Suites Nashville Downtown, Nashville, TN

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.

Exhibitor & Sponsorship Opportunities

A table top 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@cvmpmedia.com.

Operations & Technology Excellence Award

The Operations & Technology Excellence (O&TE) Award Program recognizes finance organizations that are driving increased business value by having successfully implemented an operational excellence initiative, a technology innovation project, a digital client/employee experience, and/or achieving a demonstrated mindset shift to a culture of continuous innovation.
Award applications have been submitted and the winning applicant will present at this years' conference.

Who Should Attend

Executive management; directors of operations and administration; department managers for credit, collections, information technology, documentation, accounting, remarketing and equipment management; as well as representatives of companies providing systems.

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.

And this year, the Tax Best Practices Roundtable event will follow the joint conferences. The Tax Best Practices Roundtable will take place on Thursday, September 12, 2024. See below for a registration discount.

ELFA Members: Get a $50 discount when you register for both Operations & Technology Conference and The Tax Best Practices Roundtable. For questions contact Janet Fianko at jfianko@elfaonline.org. Choose a Package

Registration Fees

Price Description	Amount
1st Person Attendee - Member	$1355.00
Additional Attendee - Member	$1305.00
Additional Exhibitor - Member	$1305.00
Additional Exhibitor - Non Member	$2715.00
Attendee - Non Member (All)	$2715.00
Committee - Member	$610.00
First Time Attending This Conf (Addl Exhibitor)	$1160.00
First Time Attending This Conference(Members Only)	$1160.00
Member - Virtual Attendee	$595.00
Non Member Virtual Attendee	$795.00
Speaker - Member	$610.00
Speaker - Non Member	$610.00
Spouse/Companion of Non Member	$215.00

View cancellation and other policies

Conference Schedule

Session descriptions and speakers are all located in the Conference Schedule.

This conference qualifies for CPE credits!

ELFA is a recognized sponsor of continuing professional education with many State Boards of Accountancy and the National Association of State Boards of Accountancy U.S.(NASBA). Attendance at this conference may be used to fulfill your annual continuing education requirements.

Knowledge Level: Basic, Intermediate, Overview
Program Type: Group-live event & Exhibition
Prerequisite or Advanced Preparation Requirements: None
NASBA Field of Study: Business Management and Org

Learning Objectives

After attending this conference, you will be able to:

Identify strategies that work best for you and recognize when to use them in your workplace.
Demonstrate the ability to make accurate equipment leasing decisions based on the content provided.
Learners will collectively have brainstormed, articulated, captured and addressed pertinent issues or concerns in their industry.

Available Functions

Sunday - September 08
7:00 pm - 9:00 pm
	Dine Around Note: An email will be sent out prior to the conference with instructions for choosing your desired restaurant.
Monday - September 09

	Dietary Restrictions
9:00 am - 1:00 pm
	Equipment Finance and Compassion Unite for a Cause! ELFA Operations and Technology Conference is partnering with Blood Assurance to host a blood donation event. Join us and help make a difference in the lives of others. Your contribution can make a significant difference!
Monday - September 09
9:30 am - 11:30 am
	Pre-Conference Session - Capital Rules Roundtable
	Pre Conference Session - Process and Controls Roundtable
	Pre Conference Session - Soft Skills Roundtable
5:00 pm - 5:45 pm
	New Comer's Reception
Tuesday - September 10
6:30 am - 7:30 am
	5K Fun Run

Speakers

Timothy Appleget CLFP

Director of Technology Services
Tamarack Technology, Inc.

Tim Appleget, CLFP, joined Tamarack in March 2021 after more than two decades in equipment finance with Wells Fargo. In his role as Director of SaaS products, he leads the development and implementation of Tamarack's technology services offerings around data, IoT and workflow automation. Appleget has a deep understanding of enterprise solutions in the industry, built on years of experience leading technology and business operations teams.

Goutham Balaraman PhD

Chief Technology Officer
Crossroads Equipment Lease & Finance LLC

Goutham Balaraman is the Chief Technology Officer (CTO) at Crossroads Equipment Lease & Finance where he directs the different technology functions: product management, application delivery, data & analytics, infrastructure, and information security. He has over 15 years of experience in financial services and has held leadership roles at fintech companies. Goutham holds a Ph.D. in Physics from Georgia Institute of Technology. He resides in Los Angeles, CA with his wife and kids.

Chelsey Barron

Vice President of Sales
LEAF Commercial Capital Inc.

Chelsey Barron serves as VP, Sales Operations for LEAF Commercial Capital. As a legacy VAR Technology Finance employee, she has served on several internal committees on the merger transition with LEAF Commercial Capital. Chelsey currently oversees and manages account management and sales support teams. Her role is focused on implementing better efficiencies from beginning of the sales cycle throughout the life of the lease while also creating unique finance solutions. Chelsey currently serves on the ELFA’s Operations and Technology committee.

Richard Bishop

Director, Financial Services
Precisely Software Inc

Richard Bishop joined CEDAR CX in 2005 as Client Service Delivery Director, overseeing all aspects of ongoing service delivery and partner management with FIS, one of the world’s largest financial services providers.

In 2012, Richard left CEDAR CX to join FIS as a Managing Director, guiding relationships with large financial institutions such as TIAA-CREF, Barclays, Sallie Mae, BB&T, Nationwide, and Ameriprise. In 2015, Richard returned to CEDAR CX to manage the FIS-CEDAR CX partnership and to lead the organization’s sales and business development team within financial services and mortgage. Richard has now joined the Precisely team in the same capacity as his role within CEDAR CX.

Before his first stint at CEDAR CX, Richard worked as a Business Analyst at Hewitt Associates (now Aon) in their Benefits Outsourcing practice. During his tenure at Hewitt, Richard held various roles from quality assurance, configuration and development, and large-scale implementation management for clients such as First Data, Sears-Kmart, UPS, and GlaxoSmithKline.

He holds a bachelor’s degree in music with honors from Louisiana State University.

Mark Blais

Chief Information Officer
Channel

Mark Blais joined Channel in 2019 as Chief Information Officer and is responsible for ensuring all technologies and resources deliver best-in-class industry solutions.

Prior to joining Channel as CIO, Blais has held senior technology leadership roles within companies including Digi-Key, Target, Veritas/Symantec, Questar, and Lasersonics. His background leading enterprise development teams offers experience in varied industry verticals including 3D MRI, electronic component distribution, scientific lasers, multi-channel point of sale, and credit. Blais is also a member of the ELFA Innovation Advisory Council.

Danielle Conkling

Head of Sustainability
First Citizens Bank Equipment Finance

Brendan Cronin

Product Manager
Great American Insurance Group, Specialty Equipment

Tamara Darnow CLFP, CFA

SVP, Institutional Bank Risk Management
KeyBank, N.A.

Tamara currently serves within Key’s Institutional Bank and has a passion for all things risk. During her time with Key, Tamara developed and led the compliance and risk program for Key’s equipment finance business, both in the line of business and as independent risk management, including risk oversight of third parties and code of ethics activities.

Never one to stand still, Tamara holds the Chartered Financial Analyst ® designation and several risk-oriented certifications. She holds an MBA from the Wharton School of the University of Pennsylvania and an economics degree from Northwestern University.

Tamara engages in her community, currently serving as the communication director for a local (musical) nonprofit and the training director for the ACFE’s Northern Colorado Area Chapter.

Christine Evershed

Project Manager, Global Capabilities
John Deere Financial

Christine Evershed is a Project Manager for John Deere Financial with more than 26 years of experience in the equipment lending and lease industry. Christine has worked in and led various aspects of John Deere Financial’s business from accounting, operations, business analyst, collections, repossession, litigation, end of lease, and marketing within Canada and United States. Christine is a Women’s Unlimited Alumni and is currently part of the EFLA’s Operations and Technology committee. Throughout her career, Christine has had a passion for process improvement and promoted the use of technology to gain efficiencies, drive business results, and improve employee engagement.

Andy Fishburn CLFP

Senior Vice President of Public Policy
Equipment Leasing and Finance Association

Andy Fishburn is the Senior Vice President of Public Policy for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector.

Mr. Fishburn joined ELFA in September 2012. He directs and operates all aspects of the association’s federal relations strategy and the engagement of members in political programs.

Fishburn has focused on legislative, financial and tax policy matters throughout his distinguished career within the Department of Treasury and the U.S. Congress. He served in legislative affairs positions and as senior advisor to four Secretaries of the Treasury, including as a Deputy Assistant Secretary under Secretaries John Snow and Henry Paulson. During 2010 and 2011, he served on the staff of the U.S. Senate Committee on Finance and worked for Sen. Max Baucus (D-Mont.) on tax policies such as bank taxation, tax administration, oversight of the IRS, tax extenders and small business tax issues. Most recently, he was the Director of Legislative and Intergovernmental Affairs at the U.S. Mint, acting as the Bureau’s lead legislative strategist and congressional liaison.

He has a B.S. in environmental studies from the University of Michigan and a Master of Public Affairs from Indiana University.

Keraz Gandhi

Head of Presales
Linedata Lending and Leasing

Nathan Gibbons CLFP

Chief Experience Officer
QuickFi

Nate began his career in equipment leasing with First American Equipment Finance in 2006. As an early career professional, he attended the ELFA's Future Leasing Leaders Institute, which helped solidify his desire to become an effective and influential leader. In 2013 he was the recipient of the "Chairman's Award" (First American's highest honor) for excellence in character and leadership. In the same year he was also promoted to Vice President and helped develop and manage the company’s learning and professional development strategy.

Nate currently works for Innovation Finance where he is responsible for overseeing the operational strategy of the company. With an emphasis on emerging technologies and automation, his energy is focused on operational design that results in dramatic improvements to the customer experience.

Following his passion to help people reach their potential, he has served as Chair of the ELFA's Emerging Talent Advisory Council, and also serves on the Board of Directors for the Certified Lease & Finance Professional Foundation.

Nate resides in Webster, New York with his wife Keila and their two sons Noah and Micah.

Melissa Godish

Vice President, Operations
TD Equipment Finance, Inc.

Joe Graham

Managing Director
FIS

Over 29 years of experience in the Financial Services Information Technology business sector. Demonstrated achiever with exceptional knowledge in implementing large scale, complex technical environments to support direct business applications. Seasoned business manager with extensive leadership in transition management, application development, and delivery of enterprise wide technology-based solutions.

Peter Haug

Product Manager
LTi Technology Solutions

Current Member of the ELFA Operations and Technology Committee, Peter Haug is Product Manager at LTi Technology Solutions – the market-leading platform provider to the equipment finance industry. Since joining LTi in 2009, Peter has enjoyed collaborating with thought-leaders in the industry to understand and solve the critical challenges the industry is facing.

Recently, Peter has presented on technology topics covering innovation and the customer experience.

In his free time, Peter enjoys spending time with his wife and two kids, watching soccer, and learning languages.

Adrian Hebig CLFP

EFD National Sales Director
Stearns Bank N.A.

Adrian Hebig joined the Channel leadership team in 2018 and currently serves as Chief Corporate Development Officer, leading planning & development of Channel’s strategic goals and initiatives, including strategic review, planning, execution & growth of new business units.

Prior to joining Channel, Hebig served as Senior Vice President, National Sales Manager for the Wells Fargo Equipment Finance vendor services group. Hebig has more than 30 years of commercial finance experience, leading teams in asset-based lending and sales and operations across vendor, healthcare, and bank finance platforms. He began his career at Lyon Financial Services, Inc., subsequently U.S. Bank Equipment Finance, where he held positions as Division General Manager, Senior Vice-President, and Chief Operations Officer. He has also served as Senior Vice President for the commercial healthcare finance group at United Health Group and Optum Bank.

Kristie Kosobuski CLFP

Vice President Product Management - Portfolio Management
Solifi

Kristie Kosobuski serves as Solifis’ Vice President of Product Management - Portfolio Management, with responsibility for driving the strategic vision and roadmap of Solifi’ 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 25 year tenure in Equipment Finance. With a passion for translating market requirements into software solutions, Kristie ensures Solifi’ 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.

Emily Krause CLFP

Director, First Line Risk Managment
First Citizens Bank Equipment Finance

Leigh Lytle

President and CEO
Equipment Leasing and Finance Association

Leigh Lytle is the President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector. In her role, Ms. Lytle leads the association in executing its mission and delivering on the value proposition to its members. This includes providing a platform to promote and advocate for the industry, including attracting and developing new and diverse talent; a forum for professional development and training; and a resource that develops information about, and for, the industry. She also serves as the President of the Equipment Leasing & Finance Foundation (ELFF), which is dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry.

Before joining ELFA, Ms. Lytle served as the Head of North American Policy at Plaid and led education and engagement efforts with regulators and financial institutions. In this role, she advocated for protecting consumers' rights within the digital financial ecosystem and in Washington, D.C. She also served as the Chair of the Board of Directors of the Financial Technology Association (FTA), which represents innovative companies shaping the future of finance. The industry trade group champions the power of technology-centered financial services and advocates for the modernization of financial regulation to support inclusion and responsible innovation. Before joining Plaid, Ms. Lytle spent over 15 years in the Federal Reserve Bank system in various executive roles ranging from engagements in monetary and regulatory policy to operations and data analytics oversight.

Greg Montana

Retired, Former Chief Risk Officer
FIS

Greg Montana serves on the Board of the Texas Dow Employees Credit Union (TDECU ) since October, 2023. Greg is a member of the Board Executive Committee and the Chair of the Board Risk Committee.

Greg served as Executive Vice President, Chief Risk and Section 16 Corporate Officer for FIS , the world’s largest fintech service provider for 11 years, from April 2012 until his retirement from FIS in April 2023.

In his group, Greg led over 2,700 employees globally. Over his tenure, Greg and his teams successfully identified, managed, and mitigated FIS’ key risks including cybersecurity, operational, credit, compliance, regulatory, ESG, business continuity, crisis management, third-party and fraud for all of FIS’ three business segments: banking, payments and capital markets.

In addition to leading risk management for the company, Greg launched and grew numerous commercial businesses incubated from internal FIS capabilities developed by Greg’s FIS Risk team for the company. They included cybersecurity as a service, vendor risk management as a service, and a commercial fraud-fusion partnership program with Visa.

Highly experienced in risk management, prior to FIS, Greg spent more than 20 years successfully managing risk at some of the world’s most recognized financial services institutions, including Bank of America, PayPal, Lloyds Banking Group, Deloitte Consulting and JP Morgan Chase.

Committed to the advancement of risk management education, Greg was an adjunct professor of risk management at Flagler College in St. Augustine for seven fall semesters from 2013 - 2019, and received the Risk Management Association’s (RMA’s) Special Service Award in October 2012. He has also authored four articles in the RMA Journal.

In 2019-2022, Greg led the initiation of FIS' ESG program. Under his tenure, FIS received IR Magazine's Award for Best ESG Reporting in 2021 and contributed to Newsweek ranking FIS as one of America's Most Responsible Companies in 2022 . In 2022 Greg also led the Procurement, Global Real Estate and Facilities functions for FIS. In this role, he was responsible for managing and optimizing FIS’ multi-billion-dollar vendor relationships.

Greg is a Certified Chief Information Security Officer (CCISO) and a board member of the Internet Security Alliance and the Financial Services Information Sharing and Analysis Center (FS-ISAC) Sheltered Harbor Organization . He holds a Cyber-Risk Oversight Certificate from the National Association of Corporate Directors (NACD), and in March 2023 authored the incident response section of the NACD Board Handbook on Cyber-Risk Oversight . Greg was also a contributor to the World Economic Forum’s 2021 Insight Report on the Principles for Board Governance of Cyber Risk .

Greg serves on the Board of the United Way of Northeast Florida and was former Vice Chair. He is an active member and former Board Chair of Jacksonville Catholic Charities, and was a 18 year member of the Advisory Board for Metrolina Association for the Blind in Charlotte, North Carolina.

Greg holds an MBA from the Wharton School of the University of Pennsylvania and received a BA, cum laude, from Boston College. He received his six sigma Black Belt Certification from Bank of America.

Steve Nippak

Senior Vice President, North American Sales
Odessa

Bryan Parfitt

Senior Solution Architect
Northteq

Bryan Parfitt, a Senior Solution Architect at Northteq, is a current Member of the ELFA Operations and Technology Committee. Bryan has worked in the equipment finance industry for over eighteen years and authored reports for equipment finance industry associations in the past.

At Capgemini he worked directly with equipment finance lessors providing them innovative and contemporary solutions to differentiate themselves by increasing organizational efficiency. Bryan has experience in both originations and servicing platforms. He has led projects focused on system implementation, system selection, and process redesign among other subjects.

Since 2021 Bryan has worked for Northteq focusing on system implementation and development on their lease/loan origination platform, Aurora. Bryan has brought multiple clients live as well as assisted in the build out of Northteq’s latest product offerings.

Bryan’s project focus is always to bring meaningful change to a client, allowing them to expand their business and do so with increased effectiveness though their use of technology. Bryan graduated from the University of Florida with degrees in Business Administration and Political Science. He lives with his wife and two children in Ponte Vedra, FL.

Michael Rogers

Columnist, MSNBC's The Practical Futurist, Futurist-in-Residence of The New York Times
Leading Authorities

Columnist, MSNBC's The Practical Futurist, Futurist-in-Residence of The New York Times

Award-winning journalist and novelist with over thirty years of professional speaking experience
Former vice president of the Washington Post's new media division
Co-founder of Outside magazine and former writer for Rolling Stone
Dynamic speaker helping businesses think about the future and the effect of technology their organization

Shari Schmidt

Vice President, Commercial Segment Risk Manager
Huntington Equipment Finance

Shari Schmidt is VP in Commercial Segment Risk Management at Huntington National Bank. She has 20 years of banking experience with 17 years in Equipment Finance. While in HEF Operations Shari spent 7 years in Documentation and 10 years in Operations managing colleagues who support client services, closing, financial reporting, and money movement. She currently works in Commercial Risk aligned with the Huntington Asset Finance group.

She currently serves on the ELFA’s Operations and Technology planning committee and previously served on the ELFA’s Emerging Talent Advisory Council.

Shari lives in Cincinnati with her husband and 2 children - Calvin (9) and Eleanor (5). In her free time, she enjoys playing tennis and attempting to learn French.

Tawnya Stone CLFP

Vice President, Strategic Technology
GreatAmerica Financial Services

Tawnya Stone, Vice President, Strategic Technology, is responsible for the overall strategic direction, oversight and implementation of customer-facing tools and products across various GreatAmerica business units. She works in close collaboration with business unit and functional leadership and external technology partners. Tawnya joined GreatAmerica in 2011 as an IT Project Manager and eventually evolved into subsequent roles that blended technology and customer facing activities. Prior to joining GreatAmerica she worked for Philips Electronics and Verizon Communications in the Washington DC metro area.

Tawnya was the previous President of the Managed Print Services Association (MPSA) and Executive Council member of CompTIA’s Technology Lifecycle Services (TLS) Community and past Chair of CompTIA’s Managed Print Services (MPS) Community. She was recognized by ENX as Difference Maker in 2016 and 2018. Tawnya also is a member the Technology Innovation working group and Chair of the Operations and Technology committee within the ELFA.

Shelly Tauer CLFP

SVP, EF Systems Product Group Manager
U.S. Bank

Shelly has been with U.S. Bank for 30 years. She began her career as an underwriter in 1994 with Lyon Financial, a small ticket leasing company that was later acquired by U.S. Bank in September 2000. She has held a variety of positions all within U.S. Bank Equipment Finance including Special Projects, Collections Management, Sales, Operations Manager, Customer Integration and Support Manager, Project Manager, Security Manager and System Technology Manager. She continues to oversee the Security and System Technology teams with added responsibilities as of 2022 to include Project Management, Professional Development and Training, Modeling and Analytics and EF Applications teams. She is currently a member of the ELFA's (Equipment Leasing Finance Association) Research Committee and the Operations and Technology Planning Committee and earned her CLFP (Certified Leasing Finance Professional) Certification in 2018.

Shelly and her husband, Bill, have 3 grown children Abby (husband Josh), Lexi and Jake along with 2 grandchildren, Grayson (3) and Saelah (1). They are avid local and MN sports fans and cherish time with their grandchildren as well as family and friends enjoying water sports, pontoon rides and campfires at their lake home on Lake Shetek.

Sarah Tezuka

Product Manager
Solifi

With over 25 years of experience in equipment finance and secured lending, Sarah Tezuka is currently a Product Manager at Solifi; a leading global organization that's dedicated to delivering a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. She excels at creating client-centric solutions, managing product lifecycles, and delivering product vision and strategy. She also leads Solifi's Equipment Finance User group and serves on the ELFA Ops & Tech Committee.

Brian Tri

Chief Credit Officer
Channel

Brian Tri joined Channel in 2019 and currently serves as Chief Credit Officer, responsible for portfolio management through ownership of the credit & collection policy, source & program review, and ongoing portfolio monitoring. Tri also oversees select aspects of operational risk management that could adversely impact portfolio performance.
Prior to joining Channel, Tri served 21 years at U.S Bank, most recently as Senior Business Line Risk Manager for the wealth management and institutional investment division of U.S. Bank. He previously held various roles across U.S. Bank Equipment Finance, Global Corporate Trust, and Risk Management & Compliance. He spent four years as Director of Operations and then as Director of Sales for the community bank lease outsourcing program. Tri gained insights into the securitization market and trust administration in Global Structured Finance, with responsibility for the backup servicing product.

Jason Turner

Chief Investment Strategist
Great Lakes Advisors, a Wintrust Wealth Management Company

Jason Turner is the Chief Investment Strategist of Great Lakes Advisors. He is a member of the firm’s investment committee, authors market and economic commentary, regularly presents in the media and to professional conferences, and works with client portfolio managers to support institutional and private clients. As the Head of Multi-Asset Strategy, he is responsible for portfolio strategy, asset allocation, and for overseeing the firm’s manager due diligence and selection efforts. He is also a member of the firm’s Operating Committee and Management Committee.

Prior to joining Great Lakes in 2009, Jason served in various roles for Skyline Asset Management and Aon Hewitt Investment Consulting.

Education and Professional Credentials

Industry Start: 2001
North Central College, BA
Kellstadt Graduate School of Business, MBA
Yale School of Management- EDHEC Risk Institute, Certificate in Risk and Investment Management
FINRA Series 7 and 63 registrations

Equifax

Equifax empowers businesses and consumers with information they can trust. A global leader in information solutions, we leverage one of the largest sources of consumer and commercial data, along with advanced analytics and proprietary technology, to create customized insights that enrich both the performance of businesses and the lives of consumers. Equifax Commercial Information Solutions is the leading provider of small business intelligence. We provide the information and expertise necessary for companies to best understand and manage their dealings with small business customers, prospects and suppliers. Our exclusive relationship with the Small Business Financial Exchange, along with other proprietary sources, results in best-in-class commercial credit risk data. Combined with highly predictive scoring, corporate linkage and innovative technology, companies can rely on this information to make quick, confident credit decisions and minimize potential losses. Leveraging our EFX ID® keying and linkage technology, companies can also gain greater visibility into their supply chain as well as well as improve the precision of their sales and marketing efforts – from customer acquisition to retention and expansion.

At Equifax, we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by more than 12,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com or contact Barry Ripes at barry.ripes@equifax.com.

LTi Technology Solutions

LTi provides a global, customer-centric, cloud-based, full lifecycle leasing, loan, asset-based lending and finance platform. ASPIRE is designed with a workflow orientation that focuses on standard business processes, integrating the data required by those processes and automating, tracking and streamlining processes intuitively, by each individual end user.

LTi Technology Solutions' products are utilized by some the most respected banks and independents, including almost 40% of the Monitor Top 100 and Monitor Bank 50. We are a global customer-centric, cloud-native, full lifecycle leasing, loan, asset-based lending, and finance platform.

LTi remains committed to offering flexible solutions designed to meet the needs of their clients now and into the future. LTi's goal with its flexible architecture is to accommodate all types and sizes of equipment finance companies including: small, middle market ticket sizes, small and large portfolios, captives, financial institutions and independents.

RECENT ENHANCEMENTS:

Fully web-based Customer Portal allowing your end user customers to easily access their lease and loan contracts to view status, make payments, ask questions and more
Fully integrated DocuSign Integration – Originate and send documents for electronic signature along with returning signed documents back to the document repository upon execution
MultiFactor Authentication – In today’s environment security is KEY. We’ve enhanced our login functionality to allow for multifactor authentication upon login keeping your data secure
Enhanced EFT and automation of EFT Return Processing allowing you to collect your funds quicker and more efficiently

The benefit LTi's flexible architecture brings to its customers is the ability to take their business in any direction they choose while still utilizing the same system. LTi's larger and more diverse client base also means a more robust set of features and solutions.

SYSTEM CONFIGURATION:

LTi's solutions can be deployed in house or in a hosted environment.

Odessa

Odessa is a software company exclusively focused on the lending and leasing industry and the developers of the #1 platform dedicated to asset finance. Headquartered in Philadelphia, USA, Odessa’s leasing solutions and a workforce of 1,000+ power a diverse customer base of asset finance companies globally. Odessa provides a powerful, end-to-end, extensible solution for lease and loan origination and portfolio management. The Odessa Platform further provides rich feature sets, including low-code development, test automation, reporting, and business intelligence to ensure organizations can more effectively align business and IT objectives. To learn more, visit https://www.odessainc.com.

Odessa

OwlFinancial Technologies

OwlFinancial Technologies, a business unit of ValueMomentum, specializes in serving Banks, Lending & Leasing Institutions and Credit Unions. We leverage our in-depth industry experience and modern technology solutions, to simplify operations, accelerate innovation, and enhance customer engagement, driven by a customer-first commitment to success.

Specific to Banks and Lending & Leasing institutions our focus has been in helping them build their Tech and Data stacks for Core and Digital Banking replacement, Account Opening, Customer Onboarding and BaaS programs.

RVI Group

The RVI Group is the world’s leading provider of residual value insurance. For over 20 years, our solutions have brought financial, regulatory and accounting benefits to our clients, who are active worldwide in leasing, asset-based finance, and asset securitization.

RVI’s core business continues to grow, and we are leveraging our strengths to diversify into complementary markets and geographies that offer additional growth opportunities. Our family of products and services now includes passenger vehicle analytical services and severance management.

The RVI Group is a growing family of businesses that helps its clients improve financial performance and mitigate loss and risk. We deliver sophisticated financial solutions to our clients using insurance, reinsurance and derivatives platforms. We develop products and services at the intersection of specialty insurance and capital markets.

Website

http://www.rvigroup.com

Solifi

Solifi is a leading global organisation delivering a solid financial technology foundation for automotive and asset finance firms. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help you protect and scale your business.

Leading banks, captives and independent finance organisations are futureproofing their business and capitalising on new opportunities using Solifi Open Finance Platform, through a range of products for originations, portfolio management, and lease and loan pricing.

Our latest product for asset funders, ESG Portfolio Strategist, is a multi-tenant SaaS application, which aims to solve the key considerations automotive funders have in addressing ESG. Encompassing a wide range of functionality focused on operationalising ESG within your existing leasing workflow, ESG Portfolio Strategist can ensure you’re one step closer to achieving Net Zero.?

With Solifi Open Finance Platform, you can:

Enjoy automated upgrades for access to the newest features and capabilities;
Enrich your data and improve the capabilities of your software with our trusted integration partners;
Utilise powerful reporting tools and identify trends and potential risk with ease;
Only ever pay for the features that you use with our trusted SaaS solutions;
Drive growth with a scalable platform built to last.

For more information, please visit www.solifi.com.

Hotel Information

A block of rooms is being held for attendees of the 2024 Operations and Technology Conference & Exhibition at the Embassy Suites by Hilton Nashville Downtown, 708 Demonbreun St, Nashville, TN 37203, at a discounted rate of $289 +tax. Check in time is 4:00 pm and check-out time is 11:00 am. Please call Reservations at 1 (800) 774-1500 or use the web link below before August 20, 2024. Reservations made after August 20, 2024 are based on availability and maybe at a higher rate.

Make Hotel Reservations Online Here: https://book.passkey.com/e/50824701

Getting There

Next to Music City Center and Bridgestone Arena, the Embassy Suites by Hilton Nashville Downtown all-suite hotel is perfect for exploring downtown Nashville. The hotel is within a mile of the State Capitol, Ryman Auditorium, and Country Music Hall of Fame and Museum. And 10 minutes from Vanderbilt and Tennessee State Universities. Enjoy dinner and drinks with a view from the 30th floor restaurant and bar.

Public Transportation
The Embassy Suites by Hilton Nashville Downtown is 8 miles from the Nashville International Airport (BNA). Approximate cost from the airport to the hotel via a ride-share app option is $49 one way.

Parking
Self parking is not available at the hotel, but there are various Nashville City lots surrounding the hotel property for self parking options.
Valet parking is available at the hotel for $62 per day.

Things To Do

Do you have some spare time with visiting Nashville? Are you looking for a few fun things to do and get to know a new city? Here is a website with a lot of different options, www.Viator.com/Nashville-tourism/ maybe a few will be exactly what you are looking for!

Embassy Suites Nashville Downtown
708 Demonbreun St
Nashville, TN 37203

Get directions