Equipping Business for Success Credit & Collections ...Credit & Collections Management Conference Equipping Business for Success EQUIPMENT LEASING AND FINANCE ASSOCIATION PROGRAM HIGHLIGHTS:

June 3-5, 2012Hilton Baltimore, MD • Baltimore, MD

Credit & Collections Management Conference

Equipping Business for Success

E Q U I P M E N T L E A S I N G A N D F I N A N C E A S S O C I A T I O N

PROGRAM HIGHLIGHTS:

• Enterprise Risk Management –Current State of ERM and How it Impacts Equipment FinanceCompanies

• Achieving Growth Panel Discus-sion with Senior Management

• Regulatory Impact in FinancialServices with Increasing Regula-tions

• Best Practices Roundtables Discussing Credit, Collections,Legal, Talent Development, andTechnology

• Tips, Tricks & Strategies to Enhance Collections

• Participate in Multiple NetworkingOpportunities: National AquariumTour and Dinner, Hosted Recep-tions, Senior Management Break-fast, Women in Leasing Breakfast

Smooth Sailing…or Iceberg Ahead?

Who Should Attend?Senior vice presidents and vice presidents of credit, creditmanagers, chief credit and risk officers, credit analysts,documentation specialists, collection managers and serviceproviders to the industry.

Get Maximum Exposure for Your Company…Become an Exhibitor and/or Sponsor!Exhibiting and sponsoring events and functions at ELFAmeetings provides excellent exposure for your company.Contact Steve Wafalosky at (440) 247-1060 [email protected] if you are interested in becoming an exhibitor and/or sponsor of this important event.

KEVIN P. PRYKULL, Committee ChairSenior Vice President & Credit Executive PNC EQUIPMENT FINANCE

JOHN AZZOPARDIChief Financial OfficerTIP CAPITAL

DOUGLAS BERMANCredit ManagerCISCO SYSTEMS CAPITAL CORP.

KATHY BROWNVP Business DevelopmentBELL AND WILLIAMS ASSOCIATES

MITCHELL COHENShareholderVEDDER PRICE P.C.

ROBERT COHENPartnerMORITT HOCK & HAMROFF LLP

SALVATORE DISTEFANO, Past ChairSVP, Portfolio ManagementDE LAGE LANDEN FINANCIAL SERVICES

KIMBERLY ESPOSITOSenior Vice President & COOINDEPENDENT EQUIPMENT COMPANY

DANIEL GODERISPortfolio Management LeaderGREATAMERICA LEASING CORP.

JENNIFER D. GOULDShareholderSTARK & STARK, P.C.

DUSTIN JEFFRIESDirector of Operational RiskGREATAMERICA LEASING CORP.

KENNETH H. KATZSenior Credit ManagerWELLS FARGO EQUIPMENT FINANCE INC.

ERIC MCGRIFFChief Risk OfficerEVERBANK COMMERCIAL FINANCE

ANDREW G. MESCHESConsultantTHE ALTA GROUP

MIC MOUNTSVP, Chief Credit OfficerKEY EQUIPMENT FINANCE

DANA PACEVP, CollectionsPNC EQUIPMENT FINANCE

CHRIS PETERSEN Vice President - Director of Collections andAsset ManagementHITACHI CAPITAL AMERICA CORP.

BRADLEY E. SCHAFFERSVP Client ServicesCAINE & WEINER COMPANY, INC.

MICHAEL SMITHPresidentRTR SERVICES

NANCY TIPPETTNational Dealer Financial Services ManagerTOYOTA FINANCIAL SERVICES

THOMAS E. WARESVPPAYNET, INC.

ADAM WHITEScorecard ConsultantDE LAGE LANDEN FINANCIAL SERVICES

2012 ELFA Credit & Collections Management Committee

Credit & Collections Management ConferenceJune 3-5, 2012 • Hilton Baltimore, MD • Baltimore, MD

Sunday, June 3

11:00 amConference RegistrationHotel Card Keys sponsored by

12:30 pmWelcome Remarks

KEVIN P. PRYKULL, Committee ChairSenior Vice President & Credit Executive PNC EQUIPMENT FINANCE

12:45 – 2:00 pmWhat’s Hot, What’s Not in Equipment Leasingand Finance for 20122012 is shaping up to be a very interesting year, as worldeconomies face persistent headwinds from the Euro debtcrisis, a potential Middle East geopolitical shock, the slow-ing Chinese economy, and nagging high unemploymentthat is constraining growth. Receive answers to such ques-tions as, “Is the economy improving? How can my firmbenefit from changing conditions? What are the bestequipment types to lease or finance? Where is the risk?What types of equipment should be avoided and why?”These are just some of the topics to be addressed in thispresentation that will also highlight the results of a surveyof more than 150 equipment managers and industry ex-perts. Insights and outlooks for various equipment marketswill be discussed with an emphasis on: regulation; legisla-tion; technology; valuation issues; and various current andfuture residual challenges and opportunities. This sessionwill also summarize the opinions of survey participants re-lating to the economy and secondary market concerns.

Presenters:CARL C. CHRAPPAPresidentINDEPENDENT EQUIPMENT COMPANY

2:00 – 2:15 pmBreak

2:15 – 3:15 pmLegal UpdatePresenters:ROBERT COHENPartnerMORITT HOCK & HAMROFF LLP


ANDREW ALPERFRANDZEL ROBINS BLOOM& CSATO, L.C

3:15 – 3:20 pmBreak

3:20 – 4:30 pmBest Practices RoundtablesThis highly interactive session will give attendees the op-portunity to ask questions of their colleagues in smallgroup settings about a variety of business issues & chal-lenges. Attendees will be able to hear best practices andparticipate in discussions including: • Credit (both small ticket and mid/large ticket)• Collections (both small ticket and mid/large ticket)• Legal• Talent Development • Technology issuesAdditional topics may be added, depending on resultsfrom a 2012 ELFA survey of Risk leaders. Attendees willbe able to move between two discussion groups. Note:Pick your two roundtables of your choice on the confer-ence registration form.

Discussion Leaders: ROBERT COHENPartnerMORITT HOCK & HAMROFF LLP

MIC MOUNTSenior Vice President / Credit ExecutiveKey Equipment Finance


CHRIS PETERSEN Vice President - Director of Collections and Asset ManagementHITACHI CAPITAL AMERICA CORP.


ANTHONY L. LAMMPartnerLAMM RUBENSTONE LLC

ROBERT COHENMORITT HOCK & HAMROFF LLP

KATHY BROWNBELL AND WILLIAMS ASSOCIATES

Schedule of Events

4:30 – 6:30 pmHosted ReceptionExhibits Open

7:00 – 10:00 pmNational Aquarium Tour and DinnerThe National Aquarium venues together hold living collec-tions that include more than 16,000 animals from morethan 660 species of fish, birds, amphibians, reptiles andmarine mammals living in award-winning, naturalistichabitats. Note: Preregistration required.

Sponsored by

Monday, June 4

7:00 – 8:15 amWomen in Leasing BreakfastAn opportunity to network with women in the equipmentleasing and finance industry. Note: Preregistration re-quired.

Sponsored by

Moderators:JENNIFER D. GOULDShareholderSTARK & STARK, P.C.



7:00 – 8:15 amContinental BreakfastExhibits Open

8:15 – 8:20 amWelcome Remarks

Presenter:KEVIN P. PRYKULLSenior Vice President & Credit Executive PNC EQUIPMENT FINANCE

8:20-8:45 amState of the Industry Report

CRIT DEMENT Chairman and Chief Executive OfficerLEAF COMMERCIAL CAPITAL, INC.

WILLIAM G. SUTTON, CAEPresident and CEOEQUIPMENT LEASING AND FINANCE ASSOCIATION

8:45 – 10:00 amEconomic Outlook for 2012

BETH ANN BOVINOSenior EconomistSTANDARD & POOR’S

10:00 – 10:15 amBreak

10:15 – 11:45 amAchieving Growth With the Great Recession behind us, many finance compa-nies have rebuilt their capital to satisfactory levels, andleaders are anxious to put that capital to good and prof-itable use by financing equipment acquisitions and leases.Panelist will discuss the various methods to successfullygrow portfolios. Topics will include, but not be limited to,entering new markets, developing new products, assessingbulk portfolio purchases, and/or achieving growth organi-cally or by acquisition. Attendees are strongly encouragedto share their experiences and strategic risk and rewardconsiderations associated with growth strategies.

Panelists:JOHN AZZOPARDIChief Financial OfficerTIP CAPITAL

KENNETH KATZSenior Credit ManagerWELLS FARGO EQUIPMENT FINANCE

MIC MOUNTSVP/Credit ExecutiveKEY EQUIPMENT FINANCE


MICHAEL KINKADirector of SalesDE LAGE LANDEN FINANCIAL SERVICES

11:45 am – 12:45 pmHosted Luncheon

12:45 – 1:45 pmConcurrent Sessions

• Credit Culture Presenters will give attendees a better understanding of therole of a strong credit culture within a financial organiza-tion and how to implement concrete improvementsthrough the utilization of quantitative goals (proxy meas-ures). Through audience interaction an outline will be cre-ated regarding credit culture development. This outlinewill then be e-mailed to each of the session participantsafter the conference.

Questions addressed include:- What is a credit culture and what are its benefits?- What are the critical steps to enhancing a credit culture?- How do you ensure the credit culture extends beyondthe credit department, and that the culture is an enduringone?- How do you measure credit culture?

Presenters:DUSTIN JEFFRIESDirector of Operational RiskGREATAMERICA LEASING CORP.

KENNETH H. KATZSenior Credit ManagerWELLS FARGO EQUIPMENT FINANCE

ERIC MCGRIFF Chief Risk OfficerEverBank Commercial Finance, Inc.

• Tips, Tricks & Strategies to Enhance CollectionsLearn how to do more with less through strategies to maxi-mize your employees’ skills and productivity, improve effi-ciency and reduce overhead. Learn tips and tricks in usingsocial media to enhance collections while avoiding pitfallsand running afoul of the law.

Presenters:MITCHELL COHENShareholderVEDDER PRICE P.C.

DANIEL GODERISPortfolio Management LeaderGREATAMERICA LEASING CORP.



MICHAEL SMITHPresidentRTR SERVICES

1:45 – 1:50 pmBreak

1:50 – 3:00 pmThe Broad Impact of New Regulation A wide range of new financial regulation has recently beenenacted, and the details of these regulations and the devel-opment of processes to comply with them, is underway.Most of these regulations apply to bank subsidiaries (in-cluding equipment finance subsidiaries), and many of theseregulations apply to all lenders and lessors, including inde-pendents and captives. The first half of this session will bean overview of the most relevant provisions of Dodd-Frank,the Consumer Financial Protection Board, and other newregulation. The second half of the session will focus on theStress Testing, which was originally required of only the 19largest banks, but which is now being expanded to includeall banks with assets over $10 billion, and which seemslikely to be further expanded to include smaller banks aswell as non-bank financial institutions. These presentationsare meant to be interactive, with the objective of answeringquestions from the audience.

Presenters: PAUL BENTSenior Managing DirectorTHE ALTA GROUP

MARC BRAMMERSenior DirectorMOODY’S ANALYTICS



3:00 – 3:05 pmBreak

3:05 – 4:30 pmHow Would You Do the Deal? This session will break attendees into three groups to re-view three middle to large ticket transactions. The transac-tions will involve varying degrees of complexity regardingcredit quality, transaction structure and documentation. Avariety of “what if” scenarios will be introduced to eachtransaction highlighting additional considerations that im-pact the process from initial credit review through a worstcase workout scenario. Come prepared to roll up yoursleeves and contribute in the breakout groups and in thecombined read out at the end of the session.

Presenters:SALVATORE DISTEFANO, Past ChairSVP, Portfolio ManagementDE LAGE LANDEN FINANCIAL SERVICES

ERIC MCGRIFF Chief Risk OfficerEVERBANK COMMERCIAL FINANCE


4:30 – 4:35 pmBreak

4:35 – 5:35 pmIndustry RoundtablesThis interactive session will allow attendees to discuss a va-riety of financing industries including alternative energy;cloud computing/ hosted technology; gaming and casino;government (federal and municipal); and healthcare.

Attendees will be able to move between discussion groupsin order to participate in multiple roundtable topics. Note:Select the two Industry Roundtables you would like to par-ticipate in the on the conference registration form.

Discussion Leaders:DOUG BERMANCredit ManagerCISCO CAPITAL

KIMBERLY ESPOSITOSenior Vice President & COOINDEPENDENT EQUIPMENT COMPANY

DUSTIN JEFFRIESDirector of Operational RiskGREATAMERICA LEASING CORP.

ERIC MCGRIFFChief Risk OfficerEVERBANK COMMERCIAL FINANCE


CHRIS PETERSEN Vice President - Director of Collections and Asset ManagementHITACHI CAPITAL AMERICA CORP.

5:35 – 7:35 pmHosted ReceptionExhibits Open

Tuesday, June 5

7:30 – 8:30 amSenior Management Breakfast (For Credit and Collections Executives only) Note: Preregistration required.

Moderators:ANDREW G. MESCHESConsultantTHE ALTA GROUP

KEVIN P. PRYKULLSenior Vice President & Credit Executive PNC EQUIPMENT FINANCE

7:30 – 8:30 amContinental BreakfastExhibits Open

8:30 – 9:30 amEnterprise Risk ManagementThis session will provide the attendees with a comprehen-sive understanding of the current state of enterprise riskmanagement and why this is a topic that is becoming in-creasingly important to bank and non-bank equipment fi-nance firms.

Issues discussed include:• History of enterprise risk management and events lead-

ing to its emergence• Regulatory perspective and positioning• Current state of enterprise risk management• Implication and impacts for the equipment finance in-

dustry• What risk managers in the equipment finance industry

should be doing today• What does the future hold

Presenters:ERIC MCGRIFFChief Risk OfficerEVERBANK COMMERCIAL FINANCE


9:30 – 9:35 amBreak

9:35 – 10:35 amConcurrent Sessions

•Credit and Collections Management Conference SurveyThe panel will share with attendees the results from thesecond annual Credit and Collections Management Survey.Find out what your peers think about the state of the econ-omy; is it better than last year? What is the economic out-look for next year and will it impact new business? Is therelationship between credit and sales better or worse? Iscompetition for new business impacting credit quality? Didcollateral values as forecast in last year’s survey continue toimprove? Do we remember the lessons learned from the“Great Recession”? Find out the answers to these ques-tions and more.

Presenters:DOUGLAS BERMANCredit ManagerCISCO SYSTEMS CAPITAL CORP.

BILL CHOIVP, Industry ServicesEQUIPMENT LEASING AND FINANCE ASSOCIATION

KEVIN P. PRYKULLSenior Vice President & Credit Executive PNC EQUIPMENT FINANCE


• Collections Survey/Benchmarking This session will address the strategies and procedures thatcollections departments need to have in place to stay aheadof the curve. The results of the collections effectivenesssurvey will provide industry benchmarks and collections“best practices” to help attendees manage their collectionsdepartments, and improve their overall performance.

Raffle sponsored by

Presenters: KATHY BROWNVP Business DevelopmentBELL AND WILLIAMS ASSOCIATES

BILL CHOIVP, Industry ServicesEQUIPMENT LEASING AND FINANCE ASSOCIATIONSALVATORE DISTEFANOSVP, Portfolio ManagementDE LAGE LANDEN FINANCIAL SERVICES

ANDREW KINDSVATERAnalytical ServicesPAYNET, INC.

ADAM WHITEScorecard ConsultantDE LAGE LANDEN FINANCIAL SERVICES

10:35 - 10:50 amBreak

10:50 am – 12:00 NoonAccounting Standards – update and expectations

Presenters:JOHN AZZOPARDIChief Financial OfficerTIP CAPITAL

JOHN BOBER Managing DirectorGE ENERGY FINANCIAL SERVICES

12:00 pmConference Concludes

Please register as far in advance as possible. Use one formper registrant: copy form for additional registrations. Toensure your name appears on the list of attendees ELFAmust receive your registration form and payment no laterthan Wednesday, May 23, 2012. Note: You may also register for this conference online at theELFA website http://www.elfaonline.org/events/2012/CC/.

Registration fees:ELFA Member (1st Person): $1,145Each additional ELFA Member representative: $1035Nonmembers: $2,290Spouse/Companion Fee: $250C&C Committee Member or Speaker Fee (attending entire conference): $575

Speaker Fee (if attending day of presentation/one day only): waived

Non-Members: Please read carefullyNon-members are welcome to attend this conferenceand must register at the non-member rate. However, ifyou are employed by a company that was a member ofthe ELFA in 2011 that has not renewed its member-ship in the ELFA in 2012, you must wait until 2013 toattend this conference as a non-member.

Speaker/Committee Registration Fee and Fee Policy All speakers and committee members must complete andreturn the registration form. Speakers attending the entireconference pay half the registration fee (In this case $575).The fee is waived for speakers who are attending only onthe day of their presentation. Committee members, regard-less of length of stay at the conference, pay half the regis-tration fee ($575). Please make sure you check theappropriate box on the registration form. If you havequestions regarding these policies, please contact LisaRamirez at (202) 238-3414 [email protected].

Spouse/Companion FeeA spouse/companion attending any portion of the confer-ence or social functions must be registered and must paythe spouse/ companion fee ($250). Please mark the appro-priate box on the registration form. If your spouse/com-panion is employed in the equipment leasing and financeindustry and wishes to attend any portion of the confer-ence, the full attendee (ELFA member) registration fee isdue.

Mail-In-Address – Please Review Carefully1) For check or credit card payments, mail to:Equipment Leasing and Finance Association, Inc.PO Box 34733, Alexandria, VA 22334-0733

2) If you are using express mail to register for this confer-ence, please mail to: ELFA, 1825 K Street, NW, Suite 900,Washington, DC 20006-1203

Register On-LineVisit ELFA Online at www.elfaonline.org for informationabout this and other educational programs. Go to theEvents & Training section for details on the agenda, speak-ers, location and registration information. You can registerdirectly on-line via American Express, MasterCard, Dis-cover, Diners Club or VISA on our secure server. You willreceive a confirmation from the website.

Register By FaxYou may also fax your completed registration form to ELFAat (202) 478-0980. Please be sure to include the appropri-ate credit card information. An email confirmation will besent to you.

Registration and General Information

Cancellations & SubstitutionsCancellation Policy• Refund minus $100: Should you need to cancel, refundswill be processed less a $100 administrative fee.• No refund: No refunds of registration fees will be givenfor cancellations received on or after Friday, May 25, 2012• ELFA regrets that refunds will not be given for no-shows.Please Note: Cancellations by telephone will be accepted,but must be followed up with a letter that includes thename of the ELFA staff member who accepted the cancella-tion.

This letter may be:a. mailed to Janet Fianko at ELFA Headquarters:

1825 K Street, NW, Suite 900Washington, DC 20006-1203

b. faxed to (202) 478-0980, Attn: Janet Fianko, orc. emailed to Janet Fianko at [email protected]

SubstitutionsSubstitutions for the entire program may be made at anytime including on-site registration.

Photographs Taken at the Conference – Please Note the FollowingPhotographs of speakers and attendees may be taken atthis conference. These may appear in ELFA publications oron the ELFA website. By registering for this conference,you authorize ELFA the right to use any photographstaken of you during the course of the Credit & CollectionsManagement Conference and Exhibition.

Membership InformationIf you are interested in joining ELFA, please call ELFAMember Services at (202) 238-3429, or check the appro-priate box on the registration form.

National Aquarium Tour and Dinner: Networking EventEnjoy fantastic exhibits at the world renowned NationalAquarium! The National Aquarium venues together holdliving collections that include more than 16,000 animalsfrom more than 660 species of fish, birds, amphibians,reptiles and marine mammals living in award-winning,naturalistic habitats.

The National Aquarium is looking forward to serving theattendees of the 2012 Credit & Collections ManagementConference & Exhibition. Please note the National Aquar-ium is 6 blocks (within walking distance) from our hotel toPier 3. There are also cabs available at the hotel. The $75fee includes: access to the main aquarium, a buffet dinnermenu, and an open bar.

National Aquarium Tour and Dinner is sponsored by: Paynet

Hotel InformationA block of rooms is being held for attendees of the 2012Credit & Collections Management Conference and Exhibi-tion at the Hilton Baltimore, 401 W. Pratt Street, Baltimore,MD 21201. A special conference rate of $189 + 15.5% taxsingle/double occupancy is offered to attendees. Please callthe hotel directly at (443) 573-8700 before May 16, 2012to ensure the group rate. Be sure to tell the reservationsclerk the group name, Equipment Leasing and Finance As-sociation, in order to get the group rate. Reservations madeafter the May 3rd cutoff date are based on availability andmay be at a higher rate. You may also make your hotel ac-commodations online at the Hilton Baltimore website:http://www.hilton.com/en/hi/groups/personalized/B/BWICCHH-ELF-20120602/index.jhtml?WT.mc_id=POG

Getting ThereThe Baltimore Hilton is 25 minutes from the Baltimore In-ternational Airport – taxi $40.00, SuperShuttle is $15.00from the airport to the hotel, Light Rail train runs from theairport to the Convention Center (directly across from thehotel) for a fee of $1.60.For further information about this hotel, check out theirwebsite:http://www.hilton.com/en/hi/groups/personalized/B/BWIC-CHH-ELF-20120602/index.jhtml?WT.mc_id=POG

Membership InformationIf you are interested in joining ELFA, please call ELFAMember Services at (202) 238-3400, or check the appro-priate box on the registration form.

Exhibitor OpportunitiesVisit the ELFA website to obtain additional details aboutexhibiting at this event http://www.elfaonline.org/events/2012/CC/or contact Steve Wafalosky at (440) 247-1060 [email protected].

Sponsorship OpportunitiesSponsoring events and functions at ELFA meetings pro-vides excellent exposure for your company. Contact SteveWafalosky at 440) 247-1060 or [email protected] if youare interested in becoming a sponsor for this importantevent. Below is a list of the remaining sponsorship oppor-tunities at the ELFA Credit & Collections ManagementConference and Exhibition:

Electronic MaterialOnline Attendee Handouts $3,000 Attendee Roster $3,000Conference bags (eco-friendly) $3,000Lanyard with company logo $3,000 Hotel Card Keys with logo SOLDKeynote Speaker $3,000Harbor Cruise SOLD

BreakfastWomen In Leasing Breakfast SOLDMonday Continental Breakfast $2,500Tuesday Continental Breakfast $2,500Sr. Management Breakfast $2,000Monday Luncheon $2,500

ReceptionSunday Reception $3,000Monday Reception $3,000

InquiriesIf you have a question about this conference not related toregistration, please contact ELFA’s Business & ProfessionalDevelopment at (202) 238-3400.

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

Email for conference brochure: [email protected]

CLE CreditsIf you are an attorney, and would like to obtain CLE Cred-its for attending the ELFA Credit & Collections Manage-ment Conference, please contact Janet Fianko at (202)238-3420 or [email protected]. Prior to the conference’sdate, please inform Janet Fianko which state you’re seekingto obtain CLE credits.

CPE CreditsELFA is registered with the National Association of StateBoards of Accountancy (NASBA) as a sponsor of continu-ing professional education on the National Registry of CPESponsors. State boards of accountancy have final authorityon the acceptance of individual courses for CPE credits.Complaints regarding registered sponsors may be ad-dressed to the National Registry of CPE Sponsors, 150Fourth Avenue North, Nashville, TN 37219-2417 or (615)880-4200. Website: www.nasba.org. Individuals will receive13 Management credit hours for attending the Credit & Collections Management Conference and Exhibition.For further information, please go to ELFA’s website:http://www.elfaonline.org/pub/events/cec/ or contact Janet Fianko at (202) 238-3420 or [email protected].

AttireBusiness casual is appropriate for this meeting.

Please register as far in advance as possible. Use one form per regis-trant: copy form for additional registrations. To ensure your name ap-pears on the list of attendees ELFA must receive your registration formand payment no later than Wednesday, May 23, 2012. Note: You mayalso register for this conference online at the ELFA websitehttp://www.elfaonline.org/events/2012/CC/.

You may also complete and return this registration form and mail withpayment to: Equipment Leasing and Finance Association, Inc. PO Box34733, Alexandria, VA 22334-0733. If you are registering using Ex-press Mail, send completed conference registration form and check toELFA, 1825 K Street NW, Suite 900, Washington, DC 20006.

Registration fees:ELFA Member (1st Person): $1,145Each additional ELFA Member representative: $1035Nonmembers: $2,290Spouse/Companion Fee: $250C&C Committee Member or Speaker Fee (attending entire conference): $575

Speaker Fee (if attending day of presentation/one day only): waived

Speaker/Committee Registration Fee and Fee Policy All speakers and committee members must complete and return theregistration form. Speakers attending the entire conference pay half theregistration fee (In this case $575). The fee is waived for speakers whoare attending only on the day of their presentation. Committee mem-bers, regardless of length of stay at the conference, pay half the registra-tion fee ($575). Please make sure you check the appropriate box on theregistration form. If you have questions regarding these policies, pleasecontact Lisa Ramirez at (202) 238-3414 [email protected]

Non-Members: Please read carefullyNon-members are welcome to attend this conference and must reg-ister at the non-member rate. However, if you are employed by acompany that was a member of the ELFA in 2011 that has not re-newed its membership in the ELFA in 2012, you must wait until2013 to attend this conference as a non-member.

Name

Nickname for badge

Title

Company

Address

City/State/Zip

Telephone

Fax

E-Mail Address

Spouse/Companion Option:� Yes, I would like to bring a Spouse/Companion for an additional feeof $250.Spouse Name ______________________________________________

Spouse Nickname for Badge __________________________________

Special Networking Events

National Aquarium Tour & Dinner� Yes, I will be attending the National Aquarium Tour & DinnerNetworking Event on Sunday, June 3rd, from 6:30 – 9:30 pm. Additional fee is $75 to attend this networking event. Please seeRegistration & General Information section of the brochure formore details.

Best Practices RoundtablesPlease check TWO boxes for the roundtable(s) you would like toparticipate in. For more information, please refer to the Scheduleof Events� Credit (both small ticket and mid/large ticket)� Collections (both small ticket and mid/large ticket)� Legal� Talent Development � Technology

Industry RoundtablesPlease check TWO boxes for the roundtable(s) you would like toparticipate in. For more information, please refer to the Scheduleof Events� Alternative Energy� Cloud Computing/Hosted Technology� Gaming and Casino� Government (Federal and State Municipal) � Healthcare

Women in Leasing Breakfast� Yes, I will be attending the Women in Leasing Breakfast on Mon-day, June 4th at 7:00 – 8:15 am.

Senior Credit & Collections Management Breakfast� Yes, I will be attending the Senior Credit & Collections Manage-ment Breakfast on Tuesday, June 5th at 7:30 – 8:30 am. (Executivesonly).

Please contact me: � Yes, I’m interested in serving on the Credit & Collections Manage-ment Planning Committee. � Yes, I’m interested in becoming a sponsor at this conference. � Yes, I would like information about my company becoming a mem-ber of ELFA.

Please note the following:By registering for this conference you authorize ELFA the right touse any photographs taken of you during the course of the Credit& Collections Management Conference and Exhibition. Photo-graphs may be used in promotional materials or stories that appearin professional publications.

Credit & Collections Management ConferenceJune 3-5, 2012 • Hilton Baltimore, MD • Baltimore, MD

CONFERENCE REGISTRATION FORM

For Credit Card Reservations:FAX this form to (202) 478-0980 Attn: Meetings Dept.

� VISA � MasterCard � Amex � Discover � Diners Club

Total Amount to be charged $__________________________________

Card Number_______________________________Exp. Date________

Name & Address as it appears on billing statement (PLEASE PRINT)__________________________________________________________

__________________________________________________________

__________________________________________________________

Signature _________________________________________________

Help Us Understand What You Want From Your Association!To ensure that ELFA focuses its efforts and resources on what you do,please complete the following two sections. Note: Registration for thisconference cannot be completed without this information.

Section I.I am primarily involved in the following market (choose one)� Small Ticket – Transactions under $250,000 either individually orthrough lines� Middle Market – Transactions between $250,000 and $5 million either individually or through lines� Financial Institutions – Financial services companies (commercialbanks, investment banks, multi-line finance companies) engaged inmiddle market and large ticket sectors

� Captive & Vendor Program – Vendor and manufacturer support activities either as a third party or captive organization� Service Provider – All Associate members of ELFA. Primarily involvedin providing legal, accounting, software and systems support, as well asother specialized professional services

Section II.My Primary Job Function and Areas of Interest (Choose no more than three)

For Office Use Only:Date ________ Approval Code _________Amount ______ Account #4110-0304000

� AC – Accounting and Finance (Controller, Treas-

urer)

� AM – Asset Management (Appraiser/

Equipment Remarketing

� CE – Business Head or C-level Executive

� CM – Capital Markets (Securitization/

Funding/Investing)

� CO – Collections and Workouts

� CT – Consulting and Research

� GR – Government (State and Federal)

� HR – Human Resources (Recruiting/Training)

� IT – Information Technology

� LG – Legal

� MK – Marketing (Public Relations/

Communications)

� OP – Operations (Administrative/

Documentation)

� PR – Pricing and Underwriting

� RM – Risk Management (Credit/Insurance)

� SA – Sales and Business Development

(Broker/Municipals)

� SN – Syndications

� TX – Tax

� UN – Academic (Student/ Educator)

Documents

Equipping Business for Success Credit & Collections ...Credit & Collections Management Conference Equipping Business for Success EQUIPMENT LEASING AND FINANCE ASSOCIATION PROGRAM HIGHLIGHTS: