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ELFA Releases Agenda for Lease and Finance Accountants Conference, Recognizes Committee

August 24, 2022, 07:22 AM

The Equipment Leasing and Finance Association released the detailed agenda for the 2022 Lease and Finance Accountants Conference, scheduled for Sept. 12-14 in New Orleans, LA. The three-day event will provide the latest information on accounting and financial reporting issues affecting the $900 billion equipment finance sector. Industry leaders responsible for financial reporting activities and professionals who need to be familiar with the impact of accounting on their transactions are encouraged to attend.

“If you’re an equipment finance accounting professional, you’re being challenged to navigate fast-changing business environments and regulations like never before,” said John Bober, Chair of ELFA’s Financial Accounting Committee. “Make sure you stay on top of what’s new and what’s coming by attending the Lease and Finance Accountants Conference on Sept. 12-14. There’s nowhere else you’ll find this level of operational and accounting information you need to succeed—along with the opportunity to network and exchange best practices with other industry leaders.”

Highlights from the Lease & Finance Accountants Conference agenda include:

  • Pre-Conference Workshops: CFO Roundtable, Introduction to the Leasing and Finance Industry and Taxation of Leases and Service Contracts
  • Definition of a Lease / Lease vs. Service Discussion / Multiple Element Arrangements
  • Accounting for Leases Acquired in Business Combinations and Asset Acquisitions Under ASC 842
  • Transitioning to ACS 842: What You Need to Know
  • ASC 842: Navigating the “Day 2” Accounting Considerations for Lessees
  • Capital Markets Update   
  • How the “E” in ESG May Affect Your Lease Accounting
  • Lease & Loan Pricing: Basics and Advanced
  • FASB Update featuring Gary Buesser, Board Member, Financial Accounting Standards Board
  • Sale Leaseback, Built to Suit, Who Owns the Asset?
  • CECL Changes and Lessons Learned
  • Tax Update   
  • ISSB
  • Next Generation Innovation in A/R and A/P?
  • Business Trends That Impact Your Business Model
  • Ask the Accountant: Addressing Those Burning Accounting and Audit-Related Questions!

The agenda also includes a Newcomers Reception and a People Power Breakfast discussion around DEI.

Attendees also will have access to a host of technology-related sessions at the ELFA Operations & Technology Conference, which will be held concurrently at the Sheraton New Orleans Hotel in New Orleans. Attendees may participate in both conferences at no extra cost. Both conferences will share an exhibit featuring lease and finance accounting software and other technology-related processes and systems.

Planning Committee
ELFA recognized the members of the 2022 Financial Accounting Committee who are helping to plan the Lease and Finance Accountants Conference, including:

  • John Bober, IXL Lease Advisory Services, LLC (Committee Chair)
  • David Abplanalp, COO, BMO Harris Equipment Finance
  • Deborah A. Brady, Senior VP & CFO, Key Equipment Finance
  • Eileen Chan, Executive Director, Ernst & Young LLP
  • Kyle Elken, Controller, DLL
  • Matt Esposito, Partner in the Accounting Advisory Services, Grant Thornton LL
  • Joseph Guage, Chief Financial Officer, First American Equipment Finance, an RBC / City National Company
  • Shawn Halladay, CLFP, Chief Financial & Operating Officer, Pitney Bowes Global Financial Services
  • Marc Jerusalem, Director, Accounting & Consulting Services, PricewaterhouseCoopers LLP
  • Gary Kabureck, Retired Board Member, IASB Former Corporate VP and Chief Accounting Officer, Xerox Corporation
  • Tim Kolber, Managing Director | Accounting Advisory & Transformation Services, Deloitte
  • Jeffrey Lezinski, SVP Solution Architecture, Odessa
  • Herbert J. Lohmann, Global Leasing Controller - HFS, Healthcare Financial Services, GE Healthcare
  • Scott Muir, Partner - Department of Professional Practice, KPMG LLP
  • Steven Pinamonti, Senior Technical Accounting Manager, IBM Global Financing
  • Derrick Prine, Controller US & Canada, John Deere Financial
  • Sumeet Puri, Caterpillar Financial Services Corporation
  • Joseph P. Sebik, Director of Tax, Siemens Financial Services, Inc.
  • Charlie Shannon, Partner, Moss Adams LLP
  • Mamta Shori, CFO, Wells Fargo Equipment Finance
  • Amie Sweeney, Vice President, CBRE
  • Vincent Tesoriero, Vice President, Corporate Controller, Marlin Business Services Corp
  • Jay Wilensky, VP-Accounting & Finance, Sasser Family Companies
  • Brian Wilson, Director- Leasing, Bank of America Global Leasing

More Information
The agenda and registration details for the Lease and Finance Accountants Conference are available at www.elfaonline.org/events/2022/LAC/.







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