Brendan Gleeson

White Clarke Group, CEO

Brendan joined White Clarke Group in 2001. With over 25 years’ experience in the financial services sector, including several board level appointments, Brendan’s expertise is in creating and delivering strategic change initiatives. Under his leadership, the business has grown to become a global force in the auto and asset finance industry.

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Charles Callahan

National Equipment Leasing, President & Founder

Charles (Bud) Callahan, Jr., CLFP is President & Founder, National Equipment Leasing

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Diane Croessmann

The Alta Group, Director

Diane Croessmann deploys leasing and managed solutions programs world- wide and develops early strategy for captive, vendor leasing and managed solutions programs, executing these programs and restructuring sales operations.

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Eric Bicknase

Amur Equipment Finance, Senior Account Manager

Eric Bicknase, CLFP is Senior Account Manager at Amur Equipment Finance.

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James Jackson

The Alta Group, co-CEO & Merger and Acquisition Advisory Practice Leader

James (Jim) Jackson is co-CEO of The Alta Group and leader of its merger and acquisition advisory practice. Jackson has more than 30 years of experience in the equipment leasing and finance industry and has served as a senior financial executive at MicroFinancial/ TimePayment, Deutsche Financial Services, AT&T Capital Corporation — Leasing Services and Signal Capital Corporation. He currently serves as board president of the National Equipment Finance Association.

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Jena Morgan

KLC Financial, Vice President of Operations

Jena K. Morgan, CLFP, is Vice President of Operations at KLC Financial.

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Jennifer Booth

LeaseQuery, VP Accounting

Jennifer Booth is the VP of Accounting at LeaseQuery, a purpose-built, CPA-approved lease accounting software solution for the most comprehensive regulatory reform in 40 years. For more information, visit

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John Flynn

Fleet Advantage, Founder & CEO

John Flynn, founder and CEO of Fleet Advantage, a leasing and technology company that specializes in truck fleet business analytics, equipment financing and lifecycle cost management, has more than 30 years of experience in the Class 8 truck industry.

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Kyin Lok

Dext Capital, CEO

Kyin Lok is a 25-year veteran and leader in the equipment leasing industry. His deep knowledge in healthcare and technology expanded in his roles managing and developing businesses such as GE Capital, US Bank and TCF Bank. Lok has managed both direct originations and vendor-oriented businesses establishing a track record for successful growth at every business he has led, including GE Capital’s Asia Healthcare Platform, US Bank’s Middle Market Vendor business with a focus on healthcare and technology and several diversified business lines for TCF Bank. Lok is well respected and known as one of the brightest minds in the industry and brings a humble leadership style to Dext Capital. Lok has an undergraduate degree from Northeastern University, and earned a MBA from Columbia Business School. He is happily married with two kids. During his free time he enjoys golfing, rooting for his hometown Boston teams, serving on boards for non profits and spending time with his family.

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Pat Trammell

Southeastern Commercial Finance, President & Founder

Patrick Trammell is a principal of Southeastern Commercial Finance, LLC. He has written and lectured on C&I and asset-based lending topics both nationally and internationally.

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Ray Ellingsen

Corcentric, Senior Vice President, Syndications & Operation

Ray Ellingsen is Senior Vice President, Syndications & Operation at Corcentric. He has more than 25 years of experience in the syndication, equipment lease finance and commercial banking industry. At Corcentric, he is responsible for growing and maintaining national funding source relationships with complementary valued-added financial institutions and equipment finance organizations, as well as developing customized, customer-focused, life-cycle fleet management financing programs.

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Richard Mattison

S&P Global, CEO

Richard Mattison is the CEO of S&P Global.

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Rita Garwood

Monitor, Editor in Chief

Rita E. Garwood is editor in chief of Monitor.

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Steve Sherman

CrestMount Advisors, Managing Director

Steve Sherman is managing director at CrestMount Advisors. Headquartered in Madison, New Jersey, with offices in Pennsylvania and California, CrestMount Advisors specializes in mergers and acquisitions debt and private equity financing, and strategic advisory services. Their seasoned management team has significant financial transaction expertise and operating experience. They understand the commercial finance business as operators and pride themselves in satisfying all of their clients’ goals and objectives by executing transactions that achieve the desired results.

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Vince Borst

Robbins, Salomon & Patt, Ltd, Attorney, Shareholder

Vincent T. Borst is a highly skilled litigator with over 30 years of experience representing clients in a variety of corporate and transactional matters and in complex litigation matters in state and federal courts throughout the country at both the trial and appellate levels. He represents plaintiff and defendant clients in diverse litigation matters relating to Civil RICO, fraud, fraudulent conveyances, equipment leasing, secured lending, mortgage foreclosures and aviation. Vince has substantial experience counseling clients during all stages of litigation, including investigations, pleadings, discovery, pre-trial matters, trial, and if appropriate, settlements and/or appeals of trial decisions. Vince was recently appointed as Vice President, Secretary and General Counsel for Deutsche Leasing North America, Inc., Deutsche Leasing USA, Inc., Deutsche Leasing Canada (DEL), Inc. and Deutsche Leasing Canada, Corp. He also serves as general counsel to the Illinois Railway Museum. As an extension of his practice, Vince is an active member of the American Bar Association Section of Litigation and Air & Space Law Forum. He has an AV Preeminent Peer Review-rated by Martindale Hubbell, its highest level of peer recognition for legal ability and ethical standards. Vince is a member of the Aircraft Owners and Pilots’ Association legal panel. He also holds a commercial pilot certificate with airplane single engine land and sea, multi-engine land helicopter and instrument airplane ratings. Additionally, he holds a flight instructor certificate with airplane single and multi-engine and instrument airplane ratings.

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