ELFA - Equipment Leasing and Finance Association - Equipping Business for Success

Operations & Technology Conference & Exhibition

September 09 - September 11, 2024
Embassy Suites Nashville Downtown, Nashville, TN

Operations & Technology Conference & Exhibition

September 09 - September 11, 2024
Embassy Suites Nashville Downtown, Nashville, TN

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
Mem - First Time Attendee Pkg Opp Tech & Tax Rtble $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

Chelsey Barron

Vice President of Sales Operations
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.


Brendan Cronin

Product Manager
Great American Insurance Group, Specialty Equipment



Tamara Darnow

SVP & Director, Compliance and Operational Risk Management
Key Equipment Finance



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

VP, Federal Government Relations
Equipment Leasing and Finance Association


Andy Fishburn is the Vice President of Federal Government Relations 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



Melissa Godish

Documentation Manager
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.


Emily Krause CLFP

Director, First Line Risk Managment
First Citizens Bank Equipment Finance



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, Operations Manager
Huntington Equipment Finance


Shari Schmidt is VP of Operations for The Huntington National Bank’s Equipment Finance and Public Capital groups. She has 19 years of banking experience with the last 16 focused on Equipment Finance operations.

Shari currently manages the booking, quality review, participations, and maintenance teams with previous roles managing customer service, accounting, and funds movement.

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

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.


Darren Tauer

Senior Consultant


Darren Tauer has been in the Equipment Finance industry for nearly 35 years. During this time he has been a software developer, project manager, technology manager and is currently a Senior Consultant with Tamarack Technology.

His career focuses on meshing business needs with technology and the utilization of software and processes to accomplish this.

Past experience is with Solifi, CoBank, and Huntington (TCF) Bank.

Shelly Tauer CLFP

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



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



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

Sponsors

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