Equipment Leasing and Finance Association - Equiping Business for Success

Tax Best Practices Roundtable

June 11, 2019 - June 12, 2019

Offices of CoBank
Denver, CO


Online registration for the Tax Best Practices Roundtable is now closed.  If you wish to register for this event, please contact Janet Fianko at jfianko@elfaonline.org.  Thank you!

June 11-12, 2019
     
Offices of CoBank
Greenwood Village (Denver), CO
     
 
The Tax Best Practices Roundtable is a two-day forum offered exclusively to tax practitioners of ELFA member companies. The roundtable focuses on federal and state compliance and planning issues, recent developments, and sharing of internal best practices.  
     
Topics include:
*Federal and State Income Tax
*Personal Property Tax
*Sales Tax Update
*Audit Woes
*Sales Tax Considerations With the Sale/Purchase of a Leased-Asset Portfolio
*Applying AI and Robotic Process Automation (RPA) to Corporate Tax
*Plus an evening reception for more networking opportunities!

Who should attend?
Tax practitioners and other professionals that hold a position in tax, planning, research, business unit support or any other position responsible for corporate tax functions. This roundtable is open to ELFA members only.  
 

ELIGIBLE FOR 6.9 CPE CREDITS! 
 
   
The Tax Best Practices Roundtable is sponsored by Vertex.    
           

Registration Fees

Price Description Amount
Member Attendee Price $495.00
Planning Comittee Member $350.00

View cancellation and other policies

Day 1 - Tuesday, June 11
11:30am-12:30pm Check-in/Registration & Lunch
12:30pm-5:00pm Sessions
5:00pm-7:00pm Networking Reception
 
Day 2 - Wednesday, June 12
8:30am-9:00am Continental Breakfast
9:00am-1:00pm Sessions

Available Functions

  Networking Reception

Speakers

Randa Barsoum

Partner
PricewaterhouseCoopers LLP


Randa Barsoum is a tax partner with PricewaterhouseCoopers located in New York. Randa has over 19 years of experience advising clients in both financial and non-financial industries.  Throughout her career Randa has advised clients with U.S. based and non-U.S. based financial service companies in the areas of tax planning, income tax accounting, like-kind exchange (LKE), Tax Depreciation Services (TDS), global information reporting and FATCA.
 
Randa is one of the founding members of PwC’s LKE Services practice and for the last 15 years has focused on LKE Services for banking, captive finance, and real estate clients.  During her career, Randa has led many of PwC’s largest LKE implementations.  Randa has also led implementations of TDS for several equipment leasing clients.
 
Randa is a member of the Equipment Leasing Finance Association (ELFA).  She has a Master of Science in Accounting degree from Binghamton State University of New York and is a CPA in the states of New York and California.  She is also a member of the AICPA.

David Blum

Attorney
Akerman LLP



Robyn Bowen

Director
Ryan, LLC



Eric Fader

STS-SALT Managing Director
BDO Consulting



Michael Finnegan

Principal
Ryan, LLC



Stefi George


Akerman LLP



Robert Kruger

Vice President, Tax
TCF Equipment Finance, a division of TCF National Bank



David Machemer

Attorney
Horwood Marcus & Berk Chartered



John Marshall, CPA

Senior Vice President & Director of Tax
U.S. Bank Equipment Finance


John Marshall is Senior Vice President & Director of Tax for U.S. Bank Equipment Finance, and oversees USBEF's sales & use tax and personal property tax departments, as well as its Section 1031 Like-Kind exchange program. He is an MBA and a licensed CPA, and is located at U.S. Bank's Operations Center in Marshall, Minnesota.

John has been active in professional accounting, finance, tax and audit roles for the past 30 years. Over his career he has worked in various positions with U.S. Bank, Cargill, The Schwan Food Company and a venture-capital owned manufacturing firm. He first became involved in the equipment finance business in 1999, when he was named Chief Financial Officer of Lyon Financial Services, the small-ticket leasing subsidiary of Schwan's that was later acquired by U.S. Bank; he rejoined U.S. Bank in 2009.
 

John and his wife Diane live in Marshall with their two still-at-home children, and are involved in church, youth sports and other community activities.

Wayne Ownby

Vice President - Manager Accounting and Tax
BBVA


Wayne Ownby is a Vice President for BBVA Compass Bank and leads the Accounting & Tax department for BBVA Compass Bank's Equipment Finance division.  Wayne is a licensed CPA, and is located at Equipment Finance division offices in Westlake, Ohio. He has been active in professional accounting, finance, and tax roles for the past 33 years and in the leasing industry for the last 18 years.  He has served on the ELFA Tax Best Practices Roundtable Planning Committee for a number of years.
 
Over his career he has worked for BBVA Compass, Citizens Bank, ICX Corporation, and Premier Farnell.
 
Wayne Holds a BA in Accounting from John Carroll University

Wayne Holds a BA in Accounting from John Carroll University

Kelley Winslow

SVP, Indirect Tax
Key Equipment Finance



Sponsors

Attendees are responsible for accommodations.    
 
The meeting will take place at the offices of CoBank, located at 6340 Fiddlers Green Circle, Greenwood Village, CO 80111.  Greenwood Village is located approximately 14 miles from Denver.  
 
ELFA does not have a room block for this meeting, however, CoBank has a negotiated rate for non-CoBank employees at the Hampton Inn, located at 5001 South Ulster Street.  It is located about 3 miles from CoBank and there is a shuttle service.  The rate is between $159-$179 depending on availability. To make a reservation, call (303) 804-9900.  
  
Other hotels nearby:    
     
Hyatt Place (2.4 miles)
8300 East Crescent Parkway
Greenwood Village, CO 80111
    
DoubleTree (1.3 miles)
7801 East Orchard Road
Greenwood Village, CO 80111
 
         
 
 

Offices of CoBank
6340 S. Fiddlers Green Circle
Greenwood Village, CO 80111

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.