ELFA Unveils Agenda for 2022 Lease and Finance Accountants Conference



The Equipment Leasing and Finance Association released the detailed agenda for the 2022 Lease and Finance Accountants Conference, which is scheduled for Sept. 12-14 in New Orleans. 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,” John Bober, chair of the ELFA’s financial accounting committee, said. “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 and 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 and Loan Pricing: Basics and Advanced
  • FASB Update featuring Gary Buesser, Board Member of the 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 diversity, equity and inclusion.

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.

The members of the ELFA’s 2022 financial accounting committee who are helping to plan the Lease and Finance Accountants Conference, include:

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


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