Equipment Leasing and Finance Association - Equiping Business for Success

Operations & Technology Conference

September 16, 2019 - September 18, 2019

Hilton Chicago
Chicago, IL


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 - 8:00 am
(pre-registration requested) Start your day with a little exercise and see some sights in Philadelphia! 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

Al Brandt

Co Founder/CEO
BlocLedger



Joshua Bridge

Consultant
Capgemini America, Inc.



Chad Carlson

Professional Services Manager
Tamarack



Tina Cartwright, CLFP

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



Allison Conley

Senior Financial Analyst
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.

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.

Keith Goepfert

Senior Systems Architect
TCF Equipment Finance, a division of TCF National Bank



Philitsa Hanson

Head of Transformation
Linedata Lending and Leasing



James Humphrey

Senior Vice President, Sales
Odessa



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

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



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.

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

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



Denis Stypulkoski

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



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.

Sponsors

Hotel Information

A block of rooms is being held for attendees of the 2019 Operations and Technology Conference & Exhibition at the Hilton Chicago, 720 South Michigan Avenue, Chicago, Illinois, 60605 at a discounted rate of $269 +tax. Check in time is 3:00 pm and check-out time is 11:00 am. Please call Reservations at 1 (800) 774-1500 or use the link below before August 25, 2019. Reservations made after August 25, 2019 are based on availability and maybe at a higher rate.

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 alfasystems.com.


Bloomberg Tax Technology


Exhibitor profile is not available at this time.

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.
 
   

Codix LLC


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
 
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.


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.


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


Odessa


 
Odessa is a software company exclusively focused on the global leasing industry. The company is headquartered in Philadelphia, PA and employs a staff of 450 people. The LeaseWave suite is a fully Internet-based family of products, providing an end-to-end lease and loan origination and portfolio management solution for equipment leasing and finance, vehicle leasing and finance and fleet management companies. The LeaseWave suite is specifically engineered to be configurable and customizable and accommodate even the most complex of business models, as evidenced by its diverse customer base.     
 
       

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.