Operations & Technology Conference and Exhibition [PDF]

Operations & Technology Conference and Exhibition

OPERATIONS & TECHNOLOGY CONFERENCE & EXHIBITION • SEPTEMBER 11-13, 2017 • THE WESTIN CHARLOTTE • CHARLOTTE, NC

The Future is Here: Do You Have the Tools Necessary? September 11–13, 2017 The Westin Charlotte Charlotte, North Carolina

Program Qualifies for CPE Credits


Program Highlights • ABBI: More Disruptive than a Swedish Pop Group! • Industry Future Lab Workshop • Knowing Your Customers Deal in the Age of Innovation • Roundtable Discussions with Live Polling • Two Conferences for the Price of One! The Operations & Technology Conference and the Lease and Finance Accountants Conference are collocating at the The Westin Charlotte, September 11-13, 2017. • Unmatched Networking Opportunities: Newcomers Reception, Hosted Receptions, 5k Fun Run, Emerging Talent Event and much more!

Who Should Attend

Get Maximum Exposure for Your Company… Become a Sponsor! Sponsoring events and functions at ELFA meetings provides excellent exposure for your company. Contact Steve Wafalosky at [email protected] 440-247-1060 if you are interested in becoming a sponsor of this important event.

Become an Exhibitor at the 2017 Accounting and Technology Exhibition A joint exhibit will be held for the Operations and Technology and the Lease & Finance Accountants conferences.

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 support.

This is a great opportunity to get in front of an expected combined attendance of about 350 people!

2017 ELFA Operations & Technology Committee Joshua Bridge Consultant Capgemini America, Inc. Andrew Cotter

Awards Sub-Committee Chair

EVP, Chief Information Officer Somerset Capital Group, Ltd. Joseph Franco VP Business Development Americas Cloud Lending Solutions Keith Goepfert Senior Systems Architect TCF Equipment Finance, a division of TCF National Bank James Humphrey Senior Vice President of Sales Odessa

Jennifer Martin VP, Vendor Program Development and Operational Controls Key Equipment Finance Michael McKie Vice President, I.T. Program Mgmt. LEAF Commercial Capital Inc. Daniel Nelson President Tamarack Melissa Orsburne, CLFP Sr. Product Manager International Decision Systems Candace Reinhart, CLFP VP Operations First National Capital - An Employee Owned Company

Deborah Reuben – Committee Chair President Reuben Creative, LLC Mike Sheehy Director, Global Retail Operating Platform John Deere Financial Tawnya Stone Vice President, Strategic Partner Technology GreatAmerica Financial Services Mark Tomaselli Chief Information Officer First American Equipment Finance, a City National Bank Company

GENERAL CONFERENCE SPONSORS MOBILE APP

LANYARDS

KEYNOTE SPEAKER & PENS

TUESDAY LUNCH

TUESDAY BREAKFAST

MONDAY, SEPTEMBER 11 11:30 am

General Conference Registration Location: Stonewall Foyer 1:00- 2:00 pm

General Session (Joint Session) Welcome Location: Grand Ballroom C, 2nd Floor Presenters: JOHN BOBER Chair, ELFA Financial Accounting Committee Managing Director, Global Technical Controller GE Capital DEBORAH J. REUBEN Chair, ELFA Operations and Technology Committee Founder/Consultant Reuben Creative, LLC

Operations & Technology Excellence Award Presentation Presenters: ANDREW COTTER Award Sub-Committee Chair Somerset Capital Group, Ltd.

BEVERAGE SLEEVES

RALPH PETTA President & Chief Executive Officer Equipment Leasing and Finance Association

Mobile App Presentation Presenter: ZENA CONWAY ConferenceDirect

State of the Association and State of the Industry Presenters: RALPH PETTA President & Chief Executive Officer Equipment Leasing and Finance Association TONY CRACCHIOLO ELFA Chairman President & CEO U.S. Bank Equipment Finance 2:00 - 2:15 pm

Refreshment Break/Exhibits Open Location: Grand Promenade 2:15 - 3:30 pm

Knowing Your Customers Deal in the Age of Innovation Location: Grand Ballroom D, 2nd Floor

What started as ‘Knowing your customer’ has quickly evolved into ‘Know your customer, and your guarantor, and your dealer, but most of all your DEAL’. In the fast growing business of risk mitigation, status quo is no longer sufficient. With fraud techniques innovating faster than organizations can keep up, it can be confusing which strategies to apply and most importantly, when. This interactive session will discuss the state of the industry, present the opportunities and challenges associated with today’s technology driven environment and create discussion among peers around best practices for mitigating transactional risk. Discussion Leader: JENNIFER MARTIN Key Equipment Finance Presenters: JUSTIN DICKERSON DataRobot

5:30 - 7:30 pm

Hosted Reception/Exhibits Open Location: Grand Promenade

TUESDAY, SEPTEMBER 12 6:00 - 8:00 am 5K Fun Run

Location: Hotel Lobby

Start the day with a little exercise and join your colleagues for a 5K fun run. 7:00 - 8:00 am

Continental Breakfast/Exhibits Open Location: Grand Promenade Sponsored by

MIKE McKIE LEAF Commercial Capital Inc. MELISSA ORSBURNE, CLFP International Decision Systems TAWNYA STONE, CLFP GreatAmerica Financial Services 3:30 - 3:45 pm

Refreshment Break/Exhibits Open Location: Grand Promenade

8:00 - 9:00am

Keynote Session (Joint Session) Location: Grand Ballroom C, 2nd Floor Presenter: DEBORAH J. REUBEN Chair, ELFA Operations and Technology Committee Reuben Creative, LLC

Keynote:

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

3:45 - 5:00 pm

Driving Change in Your Organization (Roundtable) Location: Grand Ballroom D, 2nd Floor This interactive session will review strategies to manage technology and/or process change projects. By concentrating on some of the most common reasons why projects fail, attendees will learn new techniques to mitigate these risks from the outset. The audience will be broken into small round table groups who, with the help of facilitators, will produce plans that can be applied to projects of all types and sizes. Discussion Leaders: MIKE McKIE LEAF Commercial Capital Inc.

Michael Rogers

 Award-winning journalist and novelist with over thirty years of professional speaking experience  Former vice president of The Washington Post's new media division  Dynamic speaker helping businesses think about the future and the effect of technology on their organization Brilliant and Thoughtful……and also a Pioneer in Disruptive Technology by putting NEWSWEEK online 15 years ago…

JOSH BRIDGE Capgemini America, Inc. JOSEPH FRANCO Cloud Lending Solutions JIM HUMPHREY Odessa CANDACE REINHART, CLFP First National Capital – An Employee Owned Company 5:00 - 5:45 pm

Newcomers Reception Location: Kings Room

Sponsored by 9:00 - 9:15am

Refreshment Break/Exhibits Open Location: Grand Promenade 9:15 - 10:15am

Cows Are Creating Disruption with IoT! It's Time to Leverage Exponential Technology or Moooove Out of the Way Location: Grand Ballroom D, 2nd Floor

Most of us don’t think too much about the technology involved in the meat we eat or the milk we drink. However, others have foreseen the value of technology in this production and have disrupted the industry. Learn how our most basic habits can make us ripe for technology disruption. We will look at this disruption and others to find the common themes and learn how to anticipate the application of technology in our lives – both personal and professional Discussion Leader: MIKE SHEEHY John Deere Financial Presenter: DR. SCOTT NELSON SkyWater Technology Foundry 10:15 - 10:30 am

Refreshment Break/Exhibits Open Location: Grand Promenade 10:30 – 11:30

Cognitive Systems: Creating New Partnerships Between Humans and Technology Location: Grand Ballroom D, 2nd Floor Watson has come a long way since winning Jeopardy in 2011! Today Watson is engaged in all verticals and Financial Services is no exception. Learn how Watson is driving Artificial Intelligence (AI) across all asset classes to deliver business results. This session will include a demonstration and close with a Q & A. But be sure to phrase your questions as answers! Discussion Leader: DANIEL NELSON Tamarack

has taken center stage. Learn how industries are leveraging this technology today and how you can be in a position to take advantage. Discussion Leaders: JOSHUA BRIDGE Capgemini America, Inc. KEITH GOEPFERT TCF Equipment Finance, a division of TCF National Bank Presenter: BART CANT IBM Global Financing 2:15 - 2:30 pm

Refreshment Break/Exhibits Open Location: Grand Promenade 2:30 - 3:30 pm

Have a Voice, Make a Choice! Location: Grand Ballroom D, 2nd Floor Join us for a completely interactive and unpredictable session! The discussion will be driven by the results of online questions answered by the audience during the meeting focused around financing technology and operations. Bring your phone or other mobile device and prepare to answer real-time poll questions to gain insight about the opinions of industry leaders. Debate why various answers prevailed and challenge your thinking! Discussion Leaders: TAWNYA STONE, CLFP GreatAmerica Financial Services JIM HUMPHREY Odessa Technologies, Inc.

Presenter: J. WESLEY HELMS IBM Watson Financial Services Solutions

CANDACE REINHART, CLFP First National Capital – An Employee Owned Company

11:30 – 12:00 noon

Refreshment Break/Exhibits Open Location: Grand Promenade

Question & Answer Session Location: Grand Ballroom D, 2nd Floor Q & A from the previous two sessions. A lot of new information was just presented, take this time to digest and ask the presenters specific questions. 12:00 Noon - 1:15 pm

Hosted Luncheon Location: Grand Ballroom AB Sponsored by

1:15 - 2:15 pm

3:30 - 3:45 pm

3:45 - 5:00 pm

Operations & Technology Excellence Award – 16 Years of Excellence Location: Grand Ballroom D, 2nd Floor Now in its sixteenth year, the Operations & Technology Excellence Award program is designed to recognize noteworthy achievements in operational and technology innovation in our industry. In this session, we will honor this year's award winners and showcase their award winning solutions. Hear from our award winners as they share insights gleaned from their unique project experiences.

Blockchain’s Current and Future Impacts to Operations Location: Grand Ballroom D, 2nd Floor

Discussion Leaders: ANDREW COTTER Chair, Award Sub-Committee Somerset Capital Group, Ltd.

Everything from how you perfect an asset, to how an invoice is resolved, is being disrupted by blockchain technology. Once simply the logic behind crypto currencies (Bitcoin), blockchain technology has come into its own and

JENNIFER MARTIN Key Equipment Finance Operations & Technology Excellence Award Winners:

Winners: CIT DIRECT CAPITAL and MINTAKA FINANCIAL, LLC Honorable Mention: CICSO SYSTEMS CAPITAL Presentations by: QUENTIN COTE Mintaka Financial, LLC PAUL MARCOE Mintaka Financial, LLC

Adoption of the new lease standards will impact why customers lease and what products lessors offer. This session will be focused on what the non-accountants in the organization need to know about the new standards and the potential implications from a sales, marketing, credit, operations and systems perspective. Will you be ready? Moderators: BARBARA GALAINI Avolon Holdings, Limited JIM HUMPHREY Odessa

STEVE PAE CIT Direct Capital

Panelists: ANDREW COTTER Somerset Capital Group, Ltd.

NICK SMALL Cisco Systems Capital

STEVE KEIFER LeaseAccelerator

5:00 - 5:30 pm

LEONARD LANE Odessa

Open Time – Exhibits Open 5:30 - 7:00 pm

Hosted Reception/ Exhibits Open Location: Grand Promenade 6:00 - 8:30 pm

Emerging Talent Advisory Council Event & Reception Registration required to attend this event.

Location: Grand Ballroom A, 2nd Floor

WEDNESDAY, SEPTEMBER 13 7:00 - 8:00 am

Continental Breakfast/Exhibits Open Location: Grand Promenade 7:00 - 8:00 am

JEFFREY LEZINSKI Odessa JEAN HOLSLIN Winthrop Resources Corporation CANDACE REINHART, CLFP First National Capital – An Employee Owned Company 9:00 - 9:30 am

Refreshment Break/Exhibits Open Location: Grand Promenade 9:30 - 11:45 am

Industry Future Lab Workshop Location: Grand Ballroom D, 2nd Floor

Please register for this event within your conference registration.

Fire up your creativity and join us for an engaging and thought provoking conversation about innovation and how it will impact the future of operations and technology in our industry. In this facilitated workshop, we will take the ideas and insights gleaned throughout the conference, acknowledge the challenges we face today, and identify practical ways to apply what we have learned. Participants will cast a vision of the future with an eye toward what tomorrow’s organizations will look like using today’s knowledge. Prepare to go home inspired!

Discussion Leaders: JENNIFER MARTIN Key Equipment Finance

Discussion Leaders: DEBORAH J. REUBEN Reuben Creative, LLC

DEBORAH J. REUBEN Chair, ELFA Operations and Technology Committee Reuben Creative, LLC

ANDREW COTTER Somerset Capital Group, Ltd.

Women In Leasing Breakfast Location: Tryon, 2nd Floor A fantastic opportunity to meet with other women in the Finance and Leasing industry. This is a great networking breakfast and time to learn about the new initiatives ELFA is taking for Women in Leasing. All are welcome to attend.

8:00 - 9:00 am

How Lease Accounting Changes (Topic 842) Impacts More than Just Accounting (Joint Session) Location: Grand Ballroom C, 2nd Floor

JOE FRANCO Cloud Lending Solutions RON MEYER Linedata Lending and Leasing

MELISSA ORSBURNE, CLFP International Decision Systems CANDACE REINHART, CLFP First National Capital – An Employee Owned Company TAWNYA STONE, CLFP GreatAmerica Financial Services MARK TOMASELLI First American Equipment Finance, a City National Bank Company 11:45 am - 12 Noon

Conference Closing & Wrap-Up Location: Grand Ballroom D, 2nd Floor


REGISTRATION AND GENERAL INFORMATION Registration and General Information

Please register as far in advance as possible. Register by Monday, September 4, 2017 to ensure that your name appears on the list of attendees. Please note: you must register for this conference via the ELFA website— www.elfaonline.org/events/2017/OT

Registration fees:

ELFA Member (1st Person): Each additional ELFA Member representative: Nonmembers: *First time attendee: Spouse/Companion Fee: Operations & Technology Committee Members or Speakers Fee (attending entire conference): *Speaker Fee (if attending day of presentation/ one day only): *See speaker/committee registration and policy under “Registration and General Information” for fee clarification.

$1,225 $1,180 $2,450 $1,050 $250 $610

Mail-In Address

You can register directly on-line at www.elfaonline.org/ events/OT via American Express, MasterCard, Discover, Diners Club or VISA on our secure server. You will receive a confirmation from the website. Note: Registration online is highly preferred. If you require a paper registration form please contact Janet Fianko at [email protected].

Registering by Check Payment

Please contact Janet Fianko at [email protected] for a PDF version of the registration form.

waived

*First Time Attendee Fee: The First Time Attendee fee only applies to individuals from ELFA Member companies. If you have never attended the Credit & Collections Management Conference and at least ONE other person from your company is registered, you may register at the first time attendee fee of $1,050.

Speaker/Committee Registration Fee and Fee Policy

All speakers and Operations & Technology Planning Committee members must complete and return the registration form. Speakers attending the entire conference pay half the registration fee (in this case $610). The fee is waived for speakers who are attending only on the day of their presentation. Committee members, regardless of length of stay at the conference, pay half the registration fee ($610). If you have questions regarding these policies, please contact Heather Staverman at (202) 238-3427 or [email protected].

Spouse/Companion Fee

and finance industry and wishes to attend any portion of the conference, the full attendee (ELFA member) registration fee is due.

A spouse/companion attending any portion of the conference or social functions must be registered and must pay the spouse/companion fee ($250). Please mark the appropriate box on the registration form. If your spouse/companion is employed in the equipment leasing

Non-Members: Please read carefully 1. A non-renewing, Regular Member organization will be permitted to attend one ELFA conference as a non-member and pay the applicable non-member registration fee. If the company wishes to attend another ELFA conference thereafter, it must join as a Regular Member. 2. An organization that has never been a member of ELFA, and is qualified to be a Regular Member, is subject to the same attendance policy that applies to the non-renewing ELFA Regular Member: i.e., they will be permitted to attend one ELFA conference as a non-member and pay the applicable non-member registration fee. If the company wishes to attend another ELFA conference thereafter, it must join as a Regular Member. 3. New members will receive a discount (the difference between the non-member and member registration fee) towards their dues if they attend a conference as a non-member, pay the nonmember registration fee, and subsequently join ELFA within 60 days. To learn more about ELFA membership and its benefits, contact Julie Benson at [email protected] or 202-238-3432.


Cancellations & Substitutions

Cancellation Policy • Refund minus $100: Should you need to cancel, refunds will be processed less a $100 administrative fee. • No refund: No refunds of registration fees will be given for cancellations received on or after Wednesday, August 30, 2017. Please Note: Cancellations by telephone will be accepted, but must be followed up with a letter that includes the name of the ELFA staff member who accepted the cancellation. This letter may be: a. mailed to Janet Fianko at ELFA Headquarters: 1625 Eye Street, NW, Suite 850 Washington, DC 20006 b. faxed to (202) 238-3457, Attn: Janet Fianko, or c. emailed to Janet Fianko at [email protected] Substitutions Substitutions for the entire program may be made at any time including on-site registration.

Photographs Taken at the Conference – Please Note the Following

Photographs of speakers and attendees may be taken at this conference. These may appear in ELFA publications or on the ELFA website. By registering for this conference, you authorize ELFA the right to use any photographs taken of you during the course of the conference. In addition, attendees authorize ELFA to share your contact information, including but not limited to email address and telephone number with other registered attendees, sponsors, and exhibitors. For more information please contact Janet Fianko at [email protected].

The Operations and Technology Conference is Paperless!

Attendees to this conference receive free access to all electronic materials via the ELFA Conference Resource Center (CRC) and the ELFA Mobile Events App. Access handouts and the attendee roster before and after the conference through the CRC. The onsite mobile events app will provide access to handouts, hotel maps, exhibitor profiles, the attendee roster and much more, while you are attending the conference!

Watch your email for information on how to access these fantastic resources. Registered conference attendees will receive emails regarding the CRC and the ELFA mobile events app as they become available for this conference.

Membership Information

If you are interested in joining ELFA, please call Julie Benson, Director of Member Services, at (202) 238-3432 or check the appropriate box on the registration form.

Exhibitor Opportunities

An exhibition is held in conjunction with the Operations & Technology and Lease and Finance Accountants Conference. Visit the ELFA website to obtain additional details about exhibiting at these events www.elfaonline.org/Events/Exhibit/ or contact Steve Wafalosky at (440) 247-1060 or [email protected].

Sponsorship Opportunities

Sponsoring events and functions at ELFA meetings provides excellent exposure for your company. Visit the ELFA website to obtain additional details about sponsoring at these events www.elfaonline.org/Events/Sponsor/ or contact Steve Wafalosky at [email protected] or (440) 247-1060. (All pricing includes access to both conferences: Operations & Technology + Lease & Finance Accountants) Online Attendee Handouts $4,000 Conference Mobile App $4,000 Conference Bags (eco-friendly) $4,000 Lanyard with Company Logo $4,000 Wi-Fi $4,000 Hotel Card Keys with Logo $4,000 Keynote Speaker $3,000 SOLD Pens with Company Logo $3,000 SOLD Coffee Sleeves $3,000 SOLD Networking Events Newcomers Reception (Monday) Reception (Monday or Tuesday) Luncheon (Tuesday) General Breakfast (Monday or Tuesday) SOLD

$2,000 $3,000 $2,500 $2,000


Airlines hub, providing many direct flights to and from Charlotte. Approximate cost of a taxi from the CharlotteDouglas International Airport to The Westin Charlotte is $25. The Westin Charlotte is located in the heart of Charlotte’s Uptown cultural and entertainment district, just steps away from Charlotte’s most visited venues and newest attractions. Enjoy an endless variety of activities when you stay at The Westin Charlotte. For further information about this property, including driving directions, visit their website at http://www.westincharlottehotel.com/directions

Inquiries

If you have a question about this conference not related to registration, please call contact Heather Staverman at [email protected].

Email for registration inquiries:

[email protected] (Note: no registrations can be made by telephone) Email for conference brochure: [email protected]

Hotel Information

A block of rooms is being held for attendees of the 2017 Operations and Technology Conference at The Westin Charlotte, 601 S College St, Charlotte, NC 28202 at a discounted rate of $239 +tax. Check in time is 3:00 pm, and check-out time is 12:00 Noon. Please call Reservations at 1 (866) 837-4148, provide your arrival and departure dates and mention ELFA Conference. Reservations must be made by August 9, 2017 in order to secure the ELFA discounted rate. Reservations made after August 9, 2017 will not receive the discounted room rate. Make your hotel reservations by August 9, 2017 to receive the discounted ELFA room rate of $239.

Make Hotel Reservations Online!

We strongly encourage you to make your hotel reservations online. Please go to this link to register online: https://www.starwoodmeeting.com/Book/ ELFA2017OperationsTechnologyConference

Getting There

The Westin Charlotte is about 12 miles from the CharlotteDouglas International Airport (CLT). CLT is an American

Parking

Covered parking is available on property. Self parking for overnight guests is $20.00 per day and valet parking is $30.00 per day. Rates include in/out privileges. Hourly rates are also available for meetings and events.

CPE Credits

ELFA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417 or (615) 880-4200. Website: www.nasba.org. Individuals will receive 11 Management credit hours for attending the Operations & Technology Conference and Exhibition. For further information, go to ELFA’s website: www.elfaonline.org/events/continuing-educationcredits or contact Janet Fianko at (202) 238-3420 or [email protected].

Attire

Business casual is appropriate for this meeting.