PROGRAM GUIDE - Equipment Leasing and Finance Association · 2019-05-29 · JW Marriott Desert Springs Palm Desert, CA PROGRAM GUIDE For complete conference details download the mobile

55th ELFA Annual ConventionOctober 23–25, 2016

JW Marriott Desert SpringsPalm Desert, CA

PROGRAM GUIDEFor complete

conference detailsdownload the mobile app.

Don’t Miss These Convention Highlights!

Welcome Reception and Exhibits Open

Sponsored by

Sunday, October 23 • 6:00 – 8:30 pmSprings Salons F-L

Opening General SessionSpeaker: JOE SCARBOROUGH

Monday, October 24 • 8:30 – 10:30 amDesert Salons 1-8

Equipment Leasing & Finance Foundation Luncheon and Donor Recognition

Sponsored by

Speaker: JAY BAERMonday, October 24 • 12:45 – 2:30 pm

Desert Salons 1-8

General Session

Sponsored by

Speaker: JEFF DEGRAFFTuesday, October 25 • 8:30 – 10:30 am

Desert Salons 1-8

Closing Reception and Dinner Arabian Nights...ELFA Style!

Sponsored by

Tuesday, October 25 • 6:30 – 9:30 pmOasis Pool

Exhibit HoursSprings Salons F-L

2 | 55th ELFA Annual Convention | October 23–25, 2016 | JW Marriott Desert Springs | Palm Desert, CA

Financing Solutions for a Changing World

Sunday, October 236:00 – 8:30 pm

Monday, October 247:00 am – 5:00 pm

Tuesday, October 257:00 am – 4:00 pm

Table of Contents

Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Schedule at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Hotel Floor Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Exhibitors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Featured Speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Spouse/Companion Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

ELFA Officers and Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Equipment Leasing & Finance Foundation Board of Trustees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Foundation Contributors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Convention Recognition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Membership Milestones and New Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

2016 LeasePAC Supporters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

2017 Calendar of Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

55th ELFA Annual Convention | October 23–25, 2016 | JW Marriott Desert Springs | Palm Desert, CA | 3


Need Assistance?ELFA’s staff members are happy to help! Please visitthe ELFA Registration Desk located at the South Registration Counter in the Ballroom Foyer.

ELFA Help DeskThe ELFA help desk will be open at the South RegistrationCounter of the hotel during the following hours:

Sunday, October 23 10:00 am – 8:00 pm

Monday, October 24 7:00 am – 4:30 pm

Tuesday, October 25 7:00 am – 4:00 pm

ELFA staff will be on hand during these times to answerquestions and provide assistance.

Executive Business CenterFor your convenience, the Executive Business Center is centrally located, adjacent to the resort's meeting rooms.The Executive Business Center is open 8:00 am to 4:00 pmeveryday.

You may phone the Executive Business Center directly at (760) 341-1816. If you are faxing a guest at DesertSprings, please use the following number located at theFront Desk (760) 341-1872. The Business Center’s emailaddress is: [email protected].

24 Hour Self-Service Business CentersIn addition to the full service business center, the hotel has two self-service kiosks that are open 24 hours. One islocated in the lobby adjacent to Starbucks and the otheris located in the Ballroom Foyer in the meeting space.



To All Our Community Service Project Sponsors (as of September 30, 2016)

Thank You…..To All Convention Sponsors (as of September 30, 2016)

L E A S T E MAe

Key Equipment Finance

$5,000 Sponsors:

$2500 Sponsors:

$1000 Sponsors:

$500 Sponsors:

Schedule At A GlanceUnless otherwise noted, all Convention events take place in the JW Marriott Desert Springs Meeting Space, with the exception of the closing party, which will be held at the Oasis Pool.



Sunday, October 23

Mobile App sponsored by

Attendee Roster sponsored by

Hotel Key Cards sponsored by

Conference Pens sponsored by

Lanyards & Conference Bags sponsored by

Beverage Cup Sleeves sponsored by

6:30 – 7:30 amBoot Camp and Yoga ClassThe Pointe

7:00 – 8:00 amBreakfast for GolfersCart Barn

7:00 – 8:15 amBreakfast for Community Service and Bike Ride ParticipantsTour Lobby Driveway

8:00 am – 1:00 pmGolf Tournament The Palms Course (on property)

8:00 am – 2:00 pmELFA and the Foundation Give Back!Jim McGrane Charity Bike Ride(bike riders depart at 8:15 am)Tour Lobby DrivewaySee page 4 for the list of community service sponsors

8:00 am – 1:00 pm ELFA and the Foundation Give Back!Community Service Project – Habitat for Humanity(bus departs at 8:15 am)Tour Lobby DrivewaySee page 4 for the list of community service sponsors

9:00 – 10:00 amBreakfast for Tennis PlayersTennis Center

10:00 am – Noon Tennis TournamentTennis Courts

10:00 am – 8:00 pmConvention Registration(Attendees & Exhibitors)South Registration Counter

1:00 – 2:00 pmLuncheon for Golf and Tennis PlayersThe Pointe

2:00 – 5:00 pmExhibitor SetupSprings Salons F-L

2:00 – 4:00 pmELFA and the Foundation Give Back!Community Service Project –Build-a-BikeJW Pavilion (on property)See page 4 for the list of community service sponsors

4:00 – 5:00 pmFoundation VIP Donor Reception(by invitation only)Springs Retreat Patio

5:00 – 6:00 pmWomen in Leasing ReceptionThe PointeSponsored by

5:00 – 6:00 pmNew Members and Leadership ReceptionDirectors Suite PatioSponsored by

6:00 – 8:30 pmWelcome ReceptionExhibits OpenSprings Salons F-LSponsored by



Monday, October 24

7:00 am – 4:30 pmConvention RegistrationSouth Registration Counter

7:00 – 8:15 amGroup BreakfastSprings Salons F-LSponsored by

7:00 am – 5:00 pmExhibits OpenSprings Salons F-L

8:30 – 10: 30 amGeneral SessionPresident’s Report and Keynote AddressDesert Salons 1-8

Speakers: Ralph Petta, President and CEO, ELFA

Joe Scarborough, Co-Host of MSNBC’s “Morning Joe,” New YorkTimes Best-Selling Author and Former U.S. Congressman (R-FL)

10:30 – 11:00 amCoffee Break in Exhibit AreaSprings Salons F-LBeverage cup sleeves sponsored by

10:00 am – 3:00 pmSpouse/Companion Event: Palm Springs Aerial Tramway, Nature Walk and Lunch(bus departs at 10:15 am)Tour Lobby Driveway (separate fee; pre-registration required)

11:00 am – 12:30 pmConcurrent Breakout SessionsDon’t miss any of the sessions. All sessions will be recordedand available on the ELFA Conference Resource Center. Fullsession details available on the convention website and mo-bile app.

• Managed Solutions: Not Your Grandfather’s Leasing Industry AnymoreSprings Salons A-B

• Cyber-Security: How Financial Institutions Can Withstandthe New RealitySprings Salons C-D

• A New Perspective on the Securitization of EquipmentLeasesDesert Salons 9-10

• Developing Customer Intimacy in the Age of Digital InnovationDesert Salons 11-12

12:45 – 2:30 pmEquipment Leasing & Finance Foundation Luncheon Desert Salons 1-8Sponsored by

Speaker: Jay Baer, President of Convince & Convert

2:30 – 4:00 pmRefreshment Break in the Exhibit AreaSprings Salons F-L

3:00 – 4:30 pmConcurrent Breakout SessionsDon’t miss any of the sessions. All sessions will be recordedand available on the ELFA Conference Resource Center. Fullsession details available on the convention website and mo-bile app.

• 2016 U.S. Equipment FinanceMarket StudySprings Salons A-B

• Alternative Funding Mechanisms for Independents: Evolving Market, Operational & Regulatory Considerations Springs Salons C-D

• Innovations Driving Small Business Loan Growth: Underwriting and Data AnalyticsDesert Salons 9-10

• Current Expected Credit Loss: How Much Is This Going to Cost?Desert Salons 11-12

5:30 – 6:30 pmInternational and Former Directors’ ReceptionThe PointeSponsored by

Evening Free for Individual Company-Sponsored Receptions and Events



Tuesday, October 25

7:00 am – 3:00 pmRegistration OpenSouth Registration Counter

7:00 – 8:15 amGroup BreakfastSprings Salons F-L

7:00 am – 4:00 pmExhibits OpenSprings Salons F-L

8:30 – 10:30 amGeneral SessionDesert Salons 1-8

Chairman’s Address and Keynote AddressSponsored by

Speakers: William Stephenson, Chairman, ELFACEO & Chairman of the Executive Board, DLL

Jeff DeGraff, “The Dean of Innovation,” Business Professor, Author and Speaker

9:00 am – 3:00 pmSpouse/Companion Event: San Andreas Fault LineJeep Eco-Tour and Lunch(separate fee; pre-registration required)Tour Lobby Driveway, bus departs at 9:15 am

10:30 am – Noon Refreshment BreakSprings Salons F-L

11:00 am – 12:30 pmConcurrent Breakout SessionsDon’t miss any of the sessions. All sessions will be recordedand available on the ELFA Conference Resource Center. Fullsession details available on the convention website and mo-bile app.

• Digital Lending: How to Empower Investor Confidencewith Transparency in eLeasing Springs Salons A-B

• Federal Tax Update and Like-Kind Exchange: An Alternative Funding Mechanism for 2016 and BeyondSprings Salons C-D

• Creating Strategic Advantage Through Staff Engagementand Company CultureDesert Salons 9-10

• Balancing Growth, Regulatory and Competitive Pressures: As the Economic Cycle Starts to TurnDesert Salons 11-12

• FinTech: A Paradigm Shift in Technology Enabled Origination, Operations and FundingDesert Salons 13-14

12:45 – 2:30 pmBusiness Council Luncheon Meetings

• Captive and Vendor FinanceSan Jacinto Ballroom

Sponsored by

• Financial Institutions JW Pavilion

Sponsored by

• Independent Middle MarketSanta Rosa Ballroom

Sponsored by

• Service ProvidersDesert Salons 4-6

• Small Ticket Desert Salons 1-3

2:30 – 4:00 pmRefreshment BreakDesert Salons Foyer

3:00 – 4:30 pmConcurrent Breakout SessionsDon’t miss any of the sessions. All sessions will be recordedand available on the ELFA Conference Resource Center. Fullsession details available on the convention website and mo-bile app.

• Making Better Business Decisions Using Economic DataSprings Salons A-B

• Recent Legal Decisions: What You Don't Know Can Negatively Impact Your BusinessSprings Salons C-D

• State of Digital Marketing: The Complex and Shifting LandscapeDesert Salons 9-10

• Technology and the Customer: Are You Claiming the Future for Your Company?Desert Salons 11-12

6:30 – 9:30 pmClosing Reception and DinnerArabian Nights…ELFA Style!Oasis Pool

Sponsored by

The Lobby Bar

FrontD

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Bellstand Concierge

Boat Dock

The Sushi Bar

Oasis

Grille

J.W.

Pavilion

SpringsPool

Starbucks

Rockw

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Ballrooms

Parking

Blue Star Lounge

Colonade of Shops

Mikado

Spa

Pool

PoolPool

Palm’s Starter

Tennis Complex

Fitness Center

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irector’s Suites5. Elevators

11. Mikado

12. Oasis G

rille13. Spa14. Springs Ballroom15. Starbucks

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Kids Klub

16. The Grove

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Exhibitors



Company Name Booth Number

ACTICO Corp. . . . . . . . . . . . . . . . . . . . . . . . . . .19

American Lease Insurance Agency . . . . . . . . . . .26

Arrow Capital Solutions, Inc. . . . . . . . . . . . . . . .12

Cassiopae Inc. . . . . . . . . . . . . . . . . . . . . . . . . . .16

Certified Lease & Finance Professional Foundation .23

CHP Consulting Inc. . . . . . . . . . . . . . . . . . . . . . .35

Cloud Lending Solutions . . . . . . . . . . . . . . . . . . .5

Codix LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Constellation Financing Systems Corp. . . . . . . . .28

Corporation Service Company . . . . . . . . . . . . . .3

ECS Financial Services, Inc. . . . . . . . . . . . . . . . . .7

EDA by Randall-Reilly . . . . . . . . . . . . . . . . . . . . .24

eOriginal Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . .17

FICO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

FIS eProcess Intelligence LLC . . . . . . . . . . . . . . . .27

Company Name Booth Number

Genpact, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Great American Insurance . . . . . . . . . . . . . . . . .2

International Decision Systems . . . . . . . . . . . . . .39

Ivory Consulting Corporation . . . . . . . . . . . . . .30

LeaseTeam, Inc. . . . . . . . . . . . . . . . . . . . . . . . . .41

Linedata Lending and Leasing . . . . . . . . . . . . . .29

MB Financial Bank, N.A . . . . . . . . . . . . . . . . . . . .8

Monitor / monitordaily.com . . . . . . . . . . . . . . . .25

Netsol Technologies . . . . . . . . . . . . . . . . . . . . . .37

Odessa Technologies, Inc. . . . . . . . . . . . . . . . . .33

PayNet, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

PricewaterhouseCoopers LLP . . . . . . . . . . . . . . .15

RSM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

STREEBO Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Wolters Kluwer-CT Lien Solutions . . . . . . . . . . . .11

Springs Ballroom Salons F-L

BadgesELFA Convention Badges are required for admittance to allconvention events, including receptions and meeting ses-sions. In the event a badge is misplaced or lost, a duplicatemay be obtained from the ELFA help desk at the SouthRegistration Counter of the hotel.

Mobile Convention App Want more information about asession or an exhibitor? Access theAnnual Convention mobile sitefrom your smart phone or othermobile device. Use your smartphone to scan the barcode below.

Follow the Convention on TwitterGet Convention news and updates via ELFA’s Twitter feed @ELFAonline.Share your own tweets using the hashtag #ELFAConvention andyou will be entered into adrawing to win a sought-after ELFA mug and a$20 Starbucks giftcard. Learn more and see sample tweets atwww.elfaonline.org/AC.

2016 ELFA DistinguishedService Award WinnerELFA has selected Ray James,Senior Consultant for Ivory Consulting Corporation, to receive the 2016 Michael J.Fleming Distinguished ServiceAward. The award is presentedto individuals who throughouttheir careers have lent signifi-cant time, effort and expertiseto the ELFA for the bettermentof the equipment finance

industry. To learn more about Ray’s contributions, please visit the ELFA website.

Equipment Leasing and Finance AssociationELFA’s mission is to provide member companies with aforum for industry development; a platform to promoteand to advocate for the industry; and a resource that maintains and develops information about, and for, the industry.

Unlock Your Potential at the ELFA Booth!Desert Salons Foyer

Are you taking advantage of all that ELFA membership hasto offer?

• Stop by the ELFA booth to UNLOCK the tools and resources to help you succeed.

• Visit with the ELFA Membership Committee and learnhow to get more involved in the association.

• Check out the user-friendly resources on the EquipmentFinance Advantage website.

• Answer a question at the Foundation and LeasePACbooths located in the Desert Salon Foyer and earn thekeys to your success. Then, stop by the ELFA booth tounlock your potential! Participants have a chance to winone grand prize on Sunday, Monday and Tuesday! Prizesinclude an Amazon Echo, GoPro Hero + LCD HD Wa-terproof Action Camera, or Bose QuietComfort 25Noise Cancelling Headphones. Limit one grand prizeper conference attendee.



General Information

Join our twitter contest

Equipment Leasing & Finance Foundation Created in 1989, the Equipment Leasing & Finance Foundation is a 501c3 non-profit organization dedicated to inspiring thoughtful innovation and contributing to thebetterment of the equipment leasing and finance industry.Funded through charitable individual and corporate dona-tions, the Foundation focuses on the development ofin-depth, independent research and resources for the advancement of equipment finance industry knowledge.To date, the Foundation has funded over $3 million in research grants.

Meet the Foundation!Desert Salons Foyer

Stop by the Foundation Booth to visit with our Trusteesabout current projects and learn the value of investing infuture of the industry. Inquire about the Guest Lecture Program, a customizable presentation that can be used atyour local college or university to attract new talent to theindustry.Find out how you can get involved, share yourideas for new research, and pick up a copy of the lateststudies and publications including:

• U.S. Equipment Finance Market Study: 2016-2017• 2016 Equipment Leasing & Finance U.S. Economic Outlook • Journal of Equipment Lease Financing • Managed Solutions: Evolutionary or Revolutionary? • And many more!

Be sure to attend the breakout sessions featuring researchfrom studies on Applied Economics, Managed Solu-tions and the 2016 Market Sizing Study.

New this year is the Foundation VIP Donor Lounge!Donors at or above the Corporate Sustainer and Individ-ual Sponsor levels will receive a VIP Pass, which givesthem access to the VIP Donor Lounge. The lounge is a place for donors to relax and recharge throughoutELFA’s Annual Convention.

LeasePac Desert Salons Foyer

LeasePAC, the political action committee for ELFA, is theONLY political action committee devoted to the interests ofthe equipment leasing and finance industry. The committeeis non-partisan and supports federal candidates and com-mittees based on their record of support for policy issuesthat impact the industry.

• Meet LeasePAC committee members to find out moreabout LeasePAC and try to win a key at our booth. Then,stop by the ELFA booth to unlock your potential! Partici-pants have a chance to win one grand prize on Sunday,Monday and Tuesday! Prizes include an Amazon Echo,GoPro Hero + LCD HD Waterproof Action Camera, or Bose QuietComfort 25 Noise Cancelling Head-phones. Limit one grand prize per conference attendee.

Recordings of Sessions Available to all Convention Attendees Once again, ELFA will be audiotaping allconcurrent breakout sessions and synchro-nizing them with the handout materials.

This valuable resource is included in your registration fee.You don’t have to worry about missing any of the breakoutsessions since you will be able to access them all via theELFA’s Conference Resource Center site. Immediately fol-lowing the close of the Annual Convention, you will besent an email message about how to access the sessions.

Save the Date56th ELFA Annual Convention

October 22-24, 2017JW Marriott Orlando, Grande Lakes

Orlando, Florida



Applied Economics Handbook:Make Better Business Decisions

Managed Solutions: Evolutionary or Revolutionary?

U.S. Equipment FinanceMarket Study:20162017

Habitat for Humanity of Coachella Valley Sunday, October 238:00 am – 1:00 pm

At Habitat for Humanity of the Coachella Valley, HOPE is not a dream but a way of makingdreams become reality. At this very moment, Habitat volunteers, supporters and partner fami-lies are building, renovating and repairing houses. Their work strengthens families and culti-vates better communities, healthier children and more successful students.

Since the inception of the affiliate in Coachella Valley, Habitat for Humanity has built many houses for local area needy families in PalmDesert, Cathedral City, Coachella and Desert Hot Springs. They are working on expanding to build in Indio, La Quinta and Palm Springs.

Attendees will work on some aspect of home improvement or construc-tion, including painting, caulking, landscaping, minor repairs and exteriorclean-up. All work will be supervised by experienced volunteers. Thisproject can only accommodate 50 people.

Jim McGrane Charity Bicycle Ride Sunday, October 238:00 am – 2:00 pm

Big Wheel Tours will be organizing a 20 and 40mile time trial style bike ride in the CaliforniaDesert. Both routes will be an out and back courseon a single road with rolling terrain and the likeli-

hood of breezy weather. The route will take cyclists through the Colorado portion of the SonoranDesert and will provide sweeping vistas of the Coachella Valley and the two tallest peaks in SouthernCalifornia, Mt. San Jacinto and Mt. San Gorgonio. Big Wheel staff will roam the course and will also be stationed at keypoints along the route to provide traffic control. Big Wheel will provide bikes, helmets, waters, snacks and course mar-shalling. Note: There is a separate fee for rental of bikes and helmets.

Build-a-BikeSunday, October 232:00 – 4:00 pm

This project will be conducted on the grounds of the JW MarriottDesert Springs Resort. ELFA volunteers will work in groups to buildand customize several bicycles for local children. Each child will

receive a brand-new bicycle built by each group and a brand-new bike helmet. For mostof the children involved, ages 8-12, this will be their first bicycle! Each bicycle is inspectedbefore a child takes it home. Each team will build one or two bicycles.



For a list of companies sponsoring the Community Service Events please go to page 4.

ELFA and the Foundation Community Service Projects

Featured Speakers

JOE SCARBOROUGHCo-Host of MSNBC’s “Morning Joe,” New York Times Best-Selling Author and Former U.S. Congressman (R-FL)

As the face of MSNBCs “Morning Joe,” former Florida Congressman Joe Scarborough ignites earlymorning audiences with his no-holds-barred political commentary. Pulling from his experience as an influential player in Republican politics, Scarborough leads candid discussions about the impor-tant issues facing America. With his signature off-the-cuff commentary, he offers a dynamic andfast-paced perspective on the current political and media landscape and the headlines of the day.

JAY BAERPresident of Convince & Convert

Jay Baer is a renowned business strategist, keynote speaker and best-selling author who travels the world helping businesspeople get and keep more customers. Baer has advised more than 700companies since 1994, including Caterpillar, Nike, Allstate and 31 of the Fortune 500. He is thefounder of Convince & Convert, a strategy consulting firm that helps prominent companies attractand retain more customers through the smart intersection of technology, social media and customer service.

JEFF DEGRAFF“The Dean of Innovation,” Business Professor, Author and Speaker

Jeff DeGraff’s creative and direct take on making innovation really happen has made him a world-renowned thought leader. He has advised many of the world’s leading corporations on how togrow, change and ultimately move forward to see positive results, including American Airlines,Coca-Cola, Microsoft, General Electric, Prudential and Pfizer. He is also a best-selling author and a Professor at the University of Michigan’s Stephen M. Ross Business School, where he enjoys discussing the changing face of innovation with the next generation



Events Included in Attendee Registration Fee

Registration fees for the ELFA 55th Annual Convention include the following meals and social events, in additionto business sessions:

• New Members and Leadership Reception Sunday, October 23, 5:00 – 6:00 pm

• Women in Leasing Reception Sunday, October 23, 5:00 – 6:00 pm

• Welcome Reception Sunday, October 23, 6:00 – 8:30 pm

• Group Breakfasts Monday, October 24 and Tuesday, October 25 7:00 – 8:15 am

• Luncheons Foundation Luncheon, Monday, October 24, 12:45 – 2:30 pm Business Council Luncheon Meetings, Tuesday, October 25, 12:45 – 2:30 pm

• International and Former Directors’ Reception Monday, October 24, 5:30 – 6:30 pm

• Closing Reception and Dinner Arabian Nights...ELFA Style! Tuesday, October 25, 6:30 – 9:30 pm

Note: Meals included in the convention registration fee are served atthe JW Marriott Desert Springs

Spouse/Companion ProgramFor your enjoyment during the ELFA Annual Convention, different packages for the spouse/companion attendees arebeing offered. Choose the package that fits into your plans. Note: If you have not already registered for one of the following packages, you can do so at the ELFA Help Desk located in the hotel.

Package #1Full Convention RegistrationThis package includes all convention activities. Spouses or companions who register for the full convention pack-age are entitled to attend all sessions and social activities, including the Sunday Opening Reception, the TuesdayNight Closing Party, the special spouse programs on Monday and Tuesday and breakfast each morning.

Package #2Evening Events OnlyThis package includes the Sunday Opening Reception and the Tuesday Night Closing Party. Spouses or companionsregistering for this package may also attend any business sessions they like.

Package #3Special Spouse/Companion ActivitiesThis package includes the special events planned specifically for spouses and companions, separate from conven-tion sessions on Monday and Tuesday.



Palm Springs Aerial Tramway,Nature Walk and LunchMonday, October 2410:00 am – 3:00 pm(Bus leaves at 10:15)

The Palm Springs AerialTramway—the world’s largest rotating tram car—travels overtwo-and-a-half miles along the breathtaking cliffs of ChinoCanyon, transporting riders to the pristine wilderness ofthe Mt. San Jacinto State Park. During your approximately10-minute journey, tram cars rotate slowly, offering pictur-esque and spectacular vistas of the valley floor below. Onceyou reach the Mountain Station—elevation 8,516 feet—enjoy two restaurants, observation decks, a natural historymuseum, two documentary theaters, a gift shop and over50 miles of hiking trails.

Once atop the peak of Mt. San Jacinto, guests will findthemselves in a 13,000-acre Wilderness State Park forestsurrounded by a magnificent pine forest and views stretch-ing miles to the Salton Sea. Attendees will have the optionto walk an energetic one-mile mountain trail with a guideor explore at their own leisure.

This event includes a private luncheon in the Mountain Station. Tour not recommended for guests with a fear ofheights or enclosed spaces.

San Andreas Fault Line Jeep Eco-Tour and LunchTuesday, October 259:00 am – 3:00 pm(Bus leaves at 9:15)

This educational eco-tour focuses onthe history and legends of the late 19th century mining era and the set-tlers who came to seek their fortune in this desert wilderness.

Guests will wander, explore and take plenty of photos inthe recreated Indian Village, while a knowledgeable guidewill explain what life was really like for the early desert set-tlers. This tour also includes exploration of steep walledcanyons that have been described as some of the most tor-tured landscapes on earth, a classic desert badlands causedby the San Andreas earthquake fault.

The event will conclude with a private luncheon in a recre-ated Indian Village.

A spouse or companion attending any portion of theconvention or social function must be registered andpay the appropriate spouse/companion fee. If he or she is employed in leasing the full member attendeeregistration fee is due.



Officers and Board of Directors

Officers

William Stephenson (Chairman)CEO & Chairman of the Executive BoardDLLWayne, PA

Robert Rinaldi (Immediate Past Chair)CEOCommercial Industrial Finance, Inc.Cincinnati, OH

Anthony Cracchiolo (Chairman-Elect)President & CEOU.S. Bank Equipment FinancePortland, OR

David Schaefer (Vice Chair – First)CEOMintaka Financial, LLCGig Harbor, WA

Jud Snyder (Vice Chair – Second)PresidentBMO Harris Equipment Finance CompanyMilwaukee, WI

Martha Ahlers (Vice Chair – Third)Vice President, COOUnited Leasing & FinanceEvansville, IN

Robert Boyer (Treasurer)PresidentSusquehanna Commercial Finance, Inc.Malvern, PA

Ralph Petta (Ex-Officio)President and CEOEquipment Leasing and Finance AssociationWashington, DC

Paul Stilp (Secretary)Chief Financial and Operating OfficerEquipment Leasing and Finance AssociationWashington, DC

Directors

Andrew BenderCEOGSG Financial LLCNew York, NY

William BesgenSenior Advisor, Vice Chairman EmeritusHitachi Capital America Corp.Norwalk, CT

Michael CampbellCEOInternational Decision SystemsMinneapolis, MN

Aylin CankardesPresident/FounderRockwell Financial GroupCentennial, CO

Diane CroessmannExecutive DirectorWorldwide Lenovo Financial ServicesFranklin, TN

Michael DiCeccoPresidentHuntington Equipment FinanceCleveland, OH

John EvansExecutive Vice President, Equipment Finance DivisionBank of the WestSan Francisco, CA

Lori FrasierSenior Vice President Strategy and Performance ManagementKey Equipment FinanceSuperior, CO

David GilmoreSenior Vice President, Region 4John Deere FinancialJohnston, IA

Brian GriffinSenior Vice President- Lease BankingMB Financial BankRosemont, IL

Miles HermanPresident & COOLEAF Commercial Capital Inc.Philadelphia, PA

Brian HollandPresident & CFOFleet Advantage, LLCFort Lauderdale, FL

Sanjay KumarSr. Director, Global Business Development & Sales StrategyCisco Systems Capital CorporationIselin, NJ

Gary LoMonacoVice President & TreasurerForsythe/McArthur Associates, Inc.Skokie, IL

David MirskyCEOPacific Rim Capital, Inc.Irvine, CA

William PhelanPresidentPayNet, Inc.Skokie, IL

Stephen WhelanPartnerBlank Rome LLPNew York, NY



Officers and Board of Directors

Spencer W. Clawson1962–1963

Robert Sheridan1964–1965

Lawrence R. Seder1966

Harvey Granat1967–1968

Edward R. Herman1969–1970

Frank D’Ambra, Jr.1971–1972

Leonard Rochwarger1973–1974

Richard Walters1975–1976

Bacon Collamore, Jr.1977–1978

Samuel L. Eichenfield1978–1981

Stanley K. Paulsen1981–1983

John H. Giddens1983–1985

Bernard J. McKenna1985–1987

William J. Montgomery1987–1989

Robert W. Stubbs1989–1991

John C. Deane1991–1993

John R. Cornwall1993–1995

Thomas C. Wajnert1995–1997

James H. Possehl1997–1998

James Renner1998–1999

Alan Fischer1999–2000

Frederick E. Wolfert2000–2001

Joseph C. Lane2001–2002

Edward A. Dahlka, Jr.2002–2003

James S. Beard2003–2004

Dennis P. Neumann2004–2005

Paul. A. Larkins2005–2006

Valerie H. Jester2006–2007

William H. Verhelle2007–2008

James J. Ambrose2008–2009

Kenneth R. Collins, Jr. 2009–2010

David A. Merrill2010–2011

Crit DeMent2011–2012

Rick Remiker2012–2013

Adam D. Warner2013–2014

Robert Rinaldi2014–2015

Past Chairmen of the Board of Directors



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To compete effectively in today’s fast-changing marketplace, you need reliable data to answerkey questions and make sound decisions. Turn to the 2016 Survey of Equipment Finance Ac-tivity. It’s the most comprehensive and trusted source of statistical information on the equipmentfinance industry.

Discover answers to your critical questions: • How does my company stack up against the

competition?• Which sectors are most profitable?• What productivity benchmarks should I be using?...and much more.

Explore data from 116 equipment finance companies by volume size, organization type, market segment and business model.

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2016Survey of EquipmentFinance Activity

Equipment Leasing & Finance Foundation Board of Trustees

Officers

William VerhelleChairmanMemberHarvard Partners, LLCNaples, FL

Richard GumbrechtImmediate Past ChairmanMendham, NJ

Matthew LeSageVice ChairmanChief Commercial OfficerWells Fargo Equipment FinanceIrving, TX

Richard DohertyTreasurerPresidentPNC Equipment Finance, LLCCincinnati, OH

Ralph PettaPresidentPresident and CEOEquipment Leasing and Finance AssociationWashington, DC

Paul StilpSecretaryChief Financial and Operating OfficerEquipment Leasing and Finance AssociationWashington, DC

Kelli Nienaber Executive DirectorEquipment Leasing & Finance FoundationWashington, DC

Trustees

Vincent BelcastroManaging Director/Group Head,Corporate Equipment FinanceSantander BankShort Hills, NJ

Steven ByrnesPrincipalCapgemini Financial Services USA Inc.Rosemont, IL

Jeffry Elliott, CLFPChief Administrative OfficerHuntington Asset FinanceCleveland, OH

Edward GrossShareholderVedder Price P.C.Washington, DC

Randy HaugExecutive Vice President/Vice Chairman LeaseTeam, Inc.Omaha, NE

Valerie JesterPresidentBrandywine Capital Associates, Inc.West Chester, PA

James Johnson, Ph.DProfessor of FinanceNorthern Illinois UniversityElburn, IL



Cameron Krueger Director, Strategic Relationship ManagementDeloitteChicago, IL

Bonnie Michael Vice President, Legal and General Counsel -United StatesVolvo Financial Services Region the AmericasGreensboro, NC

Robert Neagle President, Merchant FinanceAscentium Capital LLCRochelle Park, NJ

James Schallheim, Ph.DProfessor of FinanceUniversity of UtahSalt Lake City, UT

Gordon ScottVice PresidentCDK Financing SolutionsSchaumburg, IL

Jud SnyderPresidentBMO Harris Equipment Finance CompanyMilwaukee, IL

Scott ThackerChief Executive OfficerIvory Consulting CorporationWalnut Creek, CA



Equipment Leasing & Finance Foundation Board of Trustees (continued)

2016 Foundation Contributorsas of September 29, 2016

Corporate Contributors:

CORPORATE AMBASSADOR ($50,000)Wells Fargo Equipment Finance

CORPORATE FELLOW ($20,000)DLLHuntington Equipment Finance

CORPORATE BENEFACTOR ($10,000+)Banc of America LeasingBank of the WestBB&T Equipment FinanceCaterpillar Financial Services CorporationCHP ConsultingCITElement Financial CorporationEquipment Leasing and Finance

Association EverBank Commercial Finance, Inc.Farm Credit Leasing Services

CorporationFinancial Pacific Leasing, Inc., an

Umpqua Bank CompFirst American Equipment Finance,

a City National Bank CompanyGE Commercial FinanceGenpact, LLCHitachi Capital America Corp.International Decision SystemsJohn Deere FinancialKey Equipment FinanceLeaseTeam, Inc.PNC Equipment Finance, LLCSiemens Financial Services, Inc.U.S. Bank Equipment Finance

CORPORATE SUSTAINER ($5,000+)Banc of CaliforniaBMO Harris Equipment Finance

CompanyBridge Funding Group, Inc.BTMU Capital Leasing and Finance, Inc. CapitalSource, Inc.Dell Financial ServicesDeloitteEastern Funding LLCFleet Advantage, LLCHarvard Partners LLCIBM Global FinancingLEAF Commercial Capital Inc.Marlin Business Services Corp.MB Financial Bank

Ober, Kaler, Grimes & ShriverOdessa Technologies, Inc.Pacific Rim Capital, Inc.People's Capital and Leasing Corp.Santander Bank Equipment FinanceScottrade Bank Equipment FinanceSignature FinancialSociete Generale Equipment FinanceStonebriar Commercial Finance, LLCSunTrust Equipment Finance & Leasing

Corp.TCF Equipment Finance, a division of

TCF National BaThe Alta GroupUniFi Equipment FinanceUnited Leasing & FinanceVolvo Financial Services Region the

AmericasWestern Equipment Finance, Inc.Wintrust Commercial Finance

CORPORATE SUPPORTER ($2,500+)Ascentium Capital LLCBoston Financial & Equity CorporationCSI Leasing, Inc.Fifth Third Equipment Finance CompanyFrost Equipment Leasing and FinanceGreat American InsuranceIvory Consulting CorporationNapier Park Global CapitalRESIDCOSomerset Capital Group, Ltd.TD Equipment Finance, Inc.Troutman Sanders LLPVision Financial Group, Inc.

Individual Donations:

INDIVIDUAL BENEFACTOR ($5,000)Edward Dahlka, Jr.Eric Hanson William Verhelle

INDIVIDUAL SPONSOR ($1,500+)Vincent BelcastroAndrew BenderJeffrey BergSteven ByrnesMichael CampbellAylin CankardesAnthony CracchioloMichael DiCeccoRichard Doherty

Bill DostJeffry ElliottKatie EmmelDave FateEdward GrossRichard GumbrechtRandy HaugCameron KruegerMichael LeichtlingBonnie MichaelDavid MirskyRobert NeagleRalph PettaWilliam PhelanKirk PhillipsRick RemikerDeborah ReubenRobert RinaldiRichard RossDavid SchaeferLarry SmilieWilliam StephensonHugh SwandelScott ThackerAdam WarnerScott WheelerStephen Whelan

FRIEND OF THE FOUNDATION ($500+)Thomas AskounisLaurie BakkeWilliam BesgenPeter BullenJoseph FantauzziPaul FoglePaul FrechetteDavid GilmoreMichael GreenJordan GreenwellMiles HermanThomas JaschikValerie JesterGene KargerMatthew LeSageBrian MadisonHenry NicholsWalter RabinJames RennerGordon ScottSamuel SmithJud SnyderPaul StilpLouis Vigliotti



RecognitionThe officers and directors of ELFA gratefully acknowledge the following companies for providing speakers, materials andsupport to aid in the success of the 2016 ELFA Annual Convention.

Askounis & Darcy, PCBalboa Capital Corporation

Bank of the WestBlue Bridge Financial, LLCBridgeway Capital AdvisorsCapgemini America, Inc.Channel Partners Capital

Cisco Systems Capital CorporationCNH Industrial Capital LLC

CurrencyDeloitteDLL

eOriginal Inc.Equipment Leasing and Finance AssociationEquipment Leasing & Finance Foundation

Executive Solutions for Leasing and Finance, Inc.Experian

Farm Credit Leasing Services CorporationFirst American Equipment Finance, a City National Bank Company

Funding Circle USAGenpact, LLC

GreatAmerica Financial ServicesGSG Financial LLC

Huntington Equipment Finance

IHS Global InsightIvory Consulting Corporation

Key Equipment FinanceKeybridge Research, LLCLenovo Financial Services

Linedata Lending and LeasingMicrosoft

Mintaka Financial, LLCNational Leasing

Odessa Technologies, Inc.PayNet, Inc.

PricewaterhouseCoopers LLPQuick Bridge FundingReuben Creative, LLC

Societe Generale Equipment FinanceSomerset Capital Group, Ltd.

SparkFundStonebriar Commercial Finance, LLC

Stryker Flex FinancialTamarack Consulting, Inc

The Alta GroupU.S. Bank Equipment FinanceUnited Leasing & Finance

Vedder Price P.C.



Celebrating 40 YearsCIT

GE Commercial FinanceNorlease, Inc.

Celebrating 35 YearsCaterpillar Financial Services Corporation

Celebrating 30 YearsLease Plan U.S.A., Inc.

Ober, Kaler, Grimes & ShriverSasser Family Holdings, Inc.

Celebrating 25 YearsCommerce BankLeaseTeam, Inc.

Med One Capital, Inc.Merchants Bank Equipment Finance

Mizuho Bank (USA)Sentry Financial Corporation

SMBC Leasing And Finance, Inc.Tokyo Century (USA) Inc.

Vedder Price P.C.Vision Financial Group, Inc.

Celebrating 20 YearsBB&T Equipment Finance

CCA Financial, LLCCisco Systems Capital Corporation

Cohn & Dussi, LLCCredential Leasing Corporation

Dean Machinery International, Inc.Diebold Global Finance CorporationEquipment Placement Services, Inc.First American Equipment Finance,

a City National Bank Company Group Financial Services

IFS Technology Solutions, Inc. Kingsbury Wax Bova, LLC

Kronos IncorporatedLinedata Lending and Leasing

People's Capital and Leasing Corp.Portfolio Financial Servicing Company

SCG Capital CorporationTrans Lease, Inc.

United Leasing & Finance

NEW MEMBERS21st Century Leasing, LLCAlliance Funding Group

American Commerce Bank N.A.The Andersons, Inc.

Capella Equipment Finance LLCCapex Financial Company, Inc.City National Capital FinanceCNH Industrial Capital LLC

Codix LLCDorsey & Whitney

ENGS Commercial Finance Co.Entegra Capital, LLC

First Equilease for Equipment and Transportation Co.First Utah BankFlagstar Bank

Franklin Equipment, LLCFrohman and Associates, LLC

GrowthFunding Equipment FinanceHexaware Technologies

ITRenewKeating Muething & Klekamp PLL

Keysight Technologies, Inc.Law Offices of Howard N. Sobel

LD Capital Small Business Finance, LLCLevel One BankLive Oak Bank

McKinley Scientific, LLCMicroTechnologies, LLC

Medical Imaging Solutions USAMeridian OneCap Credit Corp.Mille Lacs Corporate Ventures

Mobilease, Inc.Mobilitie, LLC

Morgan StanleyMVB Bank, Inc.

Navitas Lease Corp.OnDeck Capital, Inc.

Origa Renting Private LimitedPacifica Capital

Riemer & Braunstein LLPRock Creek Leasing LLC

RSH Aviation, Inc.Stinson Leonard Street LLP

Universal Equipment Leasing Company, LLCVenSource Capital LLC

Wright Law Group, PLLC



Membership Milestones and New Members

2016 LeasePAC Supporters as of September 29, 2016

Industry Leader Club $5000Key Bank PAC

Patriots Club $2500-$4999US Bank PACMichael CampbellAndy FishburnDavid MirskyTammy Stephenson

Chairman’s Club$1500-$2499Fifth Third Bancorp PACHuntington Bancshares PACMB Financial Bank PACMartha AhlersAndrew BenderWilliam BesgenRobert BoyerAnthony CracchioloJohn Mark CrainDebra DevassyMichael DiCeccoJeffry ElliottChristopher EnbomRussell HallbergBrad HarmonRandy HaugMiles HermanBrian HollandPaul MenzelRalph PettaKirk PhillipsRick RemikerRobert RinaldiFred SasserDavid SchaeferJud SnyderScott ThackerWilliam VerhelleAdam Warner

Leadership Club$500-$1499Citizens Asset Finance PACCraig AultJulie BensonDennis BrownPeter BullenThomas ButlerCarl ChrappaCrit DeMent

Lori DennisMichael DoyleBrian EschmannJohn EvansBrian FoleyMichael GreenJoseph GuageRick GuilanderValerie JesterMichael RomanowskiAnthony RuggeriAlan SikoraLarry SmiliePaul StilpRishi VohraStephen Whelan

Capitol Club$250-$499Brent AbrahmJoseph BanisterMatthew BanisterJohn BeardTodd BensonRichard BlowersBrett BoehmJoseph CollinsKristin DarbyJohn DeaneCourtney DioguardiJohn DoughertyDennis DresslerConrad EimersKatie EmmelJonathan FalesDavid FarrellDavid FateAdam FayLori FrasierPaul FrechetteJoseph GensorDavid GilmoreKathy GravesMichael HelderDominic JanneyThomas JaschikTerey JenningsAndrew KemmererBrian KestenbaumKeith LargeGary LoMonacoZack MarshAndrew MeschesDavid Miele

Randy MontroseRobert MoskovitzDavid NeighbourKelli NienaberDavid NormandinJohn OkersonPhilip PalermoNancy PistorioLisa RamirezJohn RizziMark ScardigliJanice SchawillieMichael SchlosserAndrea SchmidRaynette ScogginsKenneth SenterRichard ShanahanFrank SouderMichael SweeneyPaul TyczkowskiJoel Van VarkDavid VerkinderenCarol VirginAmy VogtDaniel WallerDavid WienerMichael Ziegelmann

Congressional Club $249 and underRandy AndersonVahe AroyanHeather AyersNick BaxterRobert BauersmithJan BennerMichael BennettPaul BentDonald BernhardtLisa BlakesleyAdam BoehmRobert BoehmHeather BolekNicholas BorkowskiBeverly BrinkleyChristine BrownJames BrownShirley BryantCarine BuenoHollis BufferdAdam BurdickBobbi BurgerTodd BuzardGabriella Cafaro

Daniel CallahanNicholas CapparelliMathew CarlisleAlexa CarnibellaMelisa CarterMichael CarusoMahesh CherupallaBill ChoiDonna ChristensenDoug ClevelandMichael CluneBrian ColburnLisa CollinsTamara CollinsAlan ConaErik CookJohn CordermanShawn CorriganTimothy CoulterNathan CoxJames CressAnthony CulianoDonna DavidLynn DeitrickTracie DennisRita DubeTricia DufekPeter DwyerLaura EichenseerKurt FeldmanJanet FiankoJennifer FitchMichael FlaniganBrian FlemingNick FongThomas ForbesWilliam GallagherKelly GeigerJessica GeltzeilerJon GersonNathan GibbonsJennifer GieferRyan GilroySandra GraydusSandra GrossmanMichael GsellmeierMichael HainesChristopher HammanBrian HapeKatharine HarrisDon HawkinsonRobert HermanSheri HermanTammy Heydt



Emily HoganWayne HuntBen JacobsLisa JasiukiewiczStephen JasiukiewiczLori JonesMike JonesKelly KeenehanNadia KelleyJessica KernerRyan KerriganRobert KimmichMelissa KinslowJohn KnechtgesMichelle KostickBruce KropschotMegan KueckCory LaskeSteven LauschDonald LinkMark LongworthWilliam MaguireRyan MakrisIrene MarcantonisDerek MarcelloJennifer MarianJohn MarrazzoCourtney MarshallWhitney MartinNorman MathisElisa McKayMichael McKeeverMichael McKieLisa McNemeMatthew MenendezChristopher MetzBonnie MeyerJonah MichaelSarah MichaelTodd MickeyDennis MillerKevin MillerJackie MooneyPatrick MooreVictoria MoraJames MoseleyLaura MosnessBryan MurphyChelsea NeilConor NelsonDaniel NelsonPeter NeufegliseJP NicolettaCraig OdegaardRaquel O’LearyDaniel OpitzJennifer PalmerMichael Palmer

Thomas PetersenWilliam PhelanPaul PlunkettKaren PomazalRay PooleAlfred QuintoMatthew RagusaRonald ReichenbachJim ReidSteven ReidJason RementerBarry RipesJack RivesJulia RobersonCarol RoselleEd Rosen

Michael RuteckiJohn SalterWilliam SandwithBarbie SchaeferRonald SchaeferTaryn SchawillieRichard SchulzJoseph ShaughnessyGrant SmithScott SmithEllen SmothersDavid SpagnolaMichelle SperanzaHeather StavermanFrank StellatoMichael Stoddart

Walter StranzlKarl StuckJustin SudoreMark TomaselliElizabeth TruaxJohn UnchesterDarryl WalczakDaniel WallenhorstThomas WareAdam WhiteStephen WhiteMichael WiedemerChad WiedenhoferEvan WilkoffChristopher WuestSarah Yarnes


Prior AuthorizationBe sure to visit the LeasePAC Booth located in the Desert Salon Foyer to sign your2017 prior authorization form. Companies who have already provided authorizationfor 2017 include:

Allegiant Partners, Inc.Ascentium Capital LLCBanc of CaliforniaBeneficial Equipment Finance CorporationBlue Street Capital, LLCBMO Harris Equipment Finance CompanyBrandywine Capital Associates, Inc.Brocade Communications Systems, IncChannel Partners CapitalCommercial Industrial Finance, Inc.Continental BankCSI Leasing, Inc.Dakota Financial, LLCDoosan Infracore Financial SolutionsDougherty Equipment Finance LLCEastern Funding LLCENGS Commercial Finance Co.ECS Financial Services, Inc.Emigrant Business Credit EverBank Commercial Finance, Inc.Fairfield Capital Group, LLCFarm Credit Leasing Services CorporationFirst American Equipment Finance, a CityNational Bank Company

First Financial Corporate Services Inc.Fleet Equipment Leasing Forsythe/McArthur Associates, Inc.FORT Capital Resources, LLCGlass & Goldberg-A Law CorporationGlobal Financial & Leasing Services, LLCGreat Falls Capital Partners dba PinnacleCapital

GSG Financial LLCHarvard Partners LLC

IFS Technology Solutions, Inc. International Decision SystemsLEAF Commercial Capital Inc.LeaseTeam, Inc.Madison Capital LLCMarks & Associates, P.C.Marlin Business Services Corp.Maxus Capital Group, LLCMB Financial BankMintaka Financial, LLCMoss Adams LLPOnePlace Capital, a division of Bank Midwest

Pacific Western Equipment FinancePayNet, Inc.Quail Capital CorpQuick Bridge FundingRay Quinney & Nebeker P.C.RESIDCOSasser Family Holdings, Inc.Scott Capital Equipment Finance, LLCSignature FinancialSummit Funding Group, Inc.Susquehanna Commercial Finance, Inc.Tamarack Consulting, IncTBF Financial, LLCTetra Financial Group, LLCThe Alta GroupUnited Leasing & FinanceVAR Technology FinanceVend Lease Company, Inc.VFI Corporate FinanceVision Financial Group, Inc.Wintrust Commercial Finance


2017Calendar of EventsFEBRUARYFebruary 26-28Equipment Management Conference & ExhibitionHilton Americas - Houston • Houston, TX

MARCHMarch 12-14Executive RoundtableThe Ritz-Carlton Golf Resort, Naples • Naples, FL

March 2216th Annual IMN/ELFA Investors ConferenceUnion League Club • New York, NY

APRILApril 4-629th Annual National Funding ConferenceSwissôtel Chicago • Chicago, IL

MAYMay 7-9Legal ForumLoews Don CeSar Hotel • St. Petes Beach, FL

May 17-18Capitol ConnectionsThe Washington Court Hotel • Washington, DC

JUNEJune 4-6Credit and Collections Management Conference & ExhibitionHyatt Regency Baltimore Inner Harbor • Baltimore, MD

SEPTEMBERSeptember 11-13Operations & Technology Conference & ExhibitionThe Westin Charlotte • Charlotte, NC

September 11-13Lease and Finance Accountants Conference The Westin Charlotte • Charlotte, NC

OCTOBEROctober 22-24ELFA 56th Annual ConventionJW Marriott Orlando, Grande Lakes • Orlando, FL

Best Practices RoundtablesRoundtables are small, one-day meetings designed to facilitatethe exchange of information among peers. Attendance is isopen to ELFA regular member companies only.

• Bank Best Practices Roundtable April 4 • Swissôtel Chicago • Chicago, IL

• Captive and Vendor Finance Best Practices Roundtable April 4 • Swissôtel Chicago • Chicago, IL

• Independent Best Practices Roundtable April 4 • Swissôtel Chicago • Chicago, IL

• Tax Best Practices Roundtable June 20-21 • Nashville, TN

• Human Capital Roundtable September TBD • ELFA Headquarters • Washington, DC

ELFA Mobile Events AppELFA events have gone MOBILE! The ELFA Eventsapp provides event-specific access to items such asthe attendee roster, a customized conference agenda,

presentation handouts and much more, all in the palm ofyour hand. For instructions on downloading and a videodemo, visit: www.elfaonline.org/Events/EventsApp.

Conference Resource Center ELFA’s Conference Resource Center is your onlineportal to educational content from ELFA’s confer-

ences. View conference sessions virtually and access speakerhandouts, audio streaming presentations, MP3 downloadablefiles and more. Learn more: elfa.sclivelearningcenter.com.

The ELFA Academy provides high-quality, in-teractive training and resources for you andyour staff. For a complete listing of the online

self-study courses and web seminars available through theELFA Academy, go to: www.elfaonline.org/Events/eLearning/.

Principles of Leasing and Finance WorkshopELFA instructors have been introducing equipment financecompany employees to the basics of the business for threedecades. For workshop details, visit www.elfaonline.org/events/.

If the 2017 dates and locations do not fit your schedule and youhave 10 or more employees you would like to send to the work-shop, ELFA can bring the workshop to you. Contact AlexaCarnibella for further details and pricing, 202-238-3416 or [email protected].

Dates and locations for Public WorkshopsApril 4-6 - Chicago

June 20-22 - PhiladelphiaSeptember TBD - Denver

For the latest information and updates go to:www.elfaonline.org/events/

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Documents

PROGRAM GUIDE - Equipment Leasing and Finance Association · 2019-05-29 · JW Marriott Desert Springs Palm Desert, CA PROGRAM GUIDE For complete conference details download the mobile