Speakers

Tina Cawthorn, CLFP, Orange Commercial Credit


Tina Cawthorn has over 30 years’ experience in the financing industry including equipment financing, ABL and invoice factoring platforms. Tina’s career began at GE Colonial Pacific Leasing before it was part of the GE family of companies and known only as Colonial Pacific Leasing Co. From there Tina spent 9 years with Textron Financial; first in their Vendor Finance Division and then their Asset Based Lending Division. While with these companies she held roles in Customer Service, Operations, Credit and Sales and Marketing. Since 2009 Tina has worked as a Business Development Officer with Orange Commercial Credit, which provides invoice factoring.

Brad Colehour, Equipment Leasing Group of American (ELGA)


Brad Colehour is the Vice President of Credit and Syndication for Equipment Leasing Group of American (ELGA). Prior to joining ELGA, Brad spent over 20 years in commercial banking with positions in relationship management and portfolio management in the Chicagoland area. He managed customers with needs from SBA lending all the way to mid-corp banking. In October 2018, Brad was honored to receive his Chartered Financial Analyst (CFA) designation.  He graduated from Iowa State University, where he earned his business degree with a finance major.

Steve Felt, Creative Business Finance


Since 1999, Steve Felt has been working in the residential and commercial finance industry specializing in bank fallout financing for residential investment property, commercial real estate, business equipment, and working capital. Originally from the suburbs of Philadelphia where he started Creative Business Finance, he moved to Denver in 2012 to enjoy the Rocky Mountains. When not working, he enjoys skiing, fishing, live music and hiking with his dog. 

Nancy Geary, CPA, CLFP, ECS Financial Services, Inc.

Nancy A. Geary is a CPA with over 37 years of accounting and tax experience with over 25 of those years serving the equipment leasing and finance industry. She has been a shareholder at ECS Financial Services, Inc. since 1990. Nancy's expertise includes accounting, portfolio management, and tax compliance services for equipment leasing companies, management consulting, financial statement compilations, reviews and audits, business and personal tax preparation, financial projections, and personal and corporate tax planning. She heads up the Lease Servicing Division of her firm, which offers consulting, accounting, tax, and portfolio management services to leasing and finance companies.

Hamilton Gilberg, CS, WSET 2, Moet Hennessy 

Hamilton Gilberg is the Moet Hennessy USA Market Manager for Maryland.  Hamilton’s love of all things food and drink was cultivated at early age and led him to work in England, Spain, Florida, and Las Vegas before settling down with his wife and 3 children in Maryland.  He earned a degree in Culinary Arts from The Culinary Institute of America in Hyde Park, NY as well as a BA in Business from Colorado State.  Hamilton enjoys spending time with his family outdoors and sharing a good conversation over a great glass of wine with friends.

Ken Greene, Law Offices of Kenneth Charles Greene

Kenneth C. Greene is an attorney based in Westlake Village, California. He has been representing lessors, brokers and others involved in the leasing and finance industry for almost 40 years. His practice entails documentation, licensing, compliance, litigation and bankruptcy. He is currently General Counsel to the American Association of Commercial Finance Brokers as well as an Advisory Board member of Leasing News. 

Stephanie Hall, CLFP, BankFinancial

Stephanie Hall, CLFP, currently serves as Executive Vice President of the Small-Ticket division of BankFinancial Equipment Finance. She was previously Executive Vice President at ACG Equipment Finance where she was responsible for syndication, portfolio sale, oversight of credit and funding, compliance and documentation. Prior to joining ACG, she was Vice President of Third-Party Originations for Bryn Mawr Funding for more than 10 years.  Stephanie earned her CLFP designation in 2014 and has been very involved in industry associations. She spent several years on the board of directors for the National Equipment Finance Association, culminating with her service as President/Chairman of the Board in 2016-2017.  She is currently serving on the board of the Chris Walker Education Fund and on the Standards and Ethics Committee for the National Equipment Finance Association.

John Hollender, TradeRiver USA


John Hollender is Director of Business Development for TradeRiver USA which provides Supply Chain Finance solutions for small to midsize US and Canadian companies. They fund the full length of the supply chain and bridge the cashflow cycle from Purchase Order Financing to Invoice Factoring. Clients gain access to their award winning digital platform to negotiate and fund complete purchase transactions directly with their Sellers anywhere in the world, with repayment secured by Invoice Factoring on the accounts receivable end. The process provides an injection of working capital, improves cash flow and the bottom line. TradeRiver provides Revolving Trade Facilities from $250,000 to $30 Million for well managed companies.

Michael Hong, Taycor

Michael Hong is President, CEO & board member at Taycor Financial. He began his career in the equipment finance industry as a teenager in the mail room, and over the last 20-years has accumulated a lifetime of lessons by working for and with countless inspiring mentors.  At Taycor, Michael was responsible for the company’s development of several key technologies and process improvements that led to the organization's year over year record growth. He was promoted to President and CEO of Taycor in 2015 and has continued to grow and evolve the company’s capabilities and product offerings. When he has free time, he loves spending it with family, rock climbing, competing in Brazilian Jiu Jitsu or running.

John Igo, NewLane Finance

John Igo is Sr. Business Development Manager of Broker Service with NewLane Finance and is a 20+ year veteran in the Equipment Finance Industry. He began his finance career as an Account Executive in the Office Equipment Group at Marlin Leasing and went on to manage the Direct Commercial origination teams with Marlin, FirstLease, and LEAF Commercial Capital. John then migrated to the Indirect Broker market with Beneficial Equipment Finance and NewLane Finance. He has the distinction of being an award winning sales representative for eight straight years.

Jill Miller, CLFP, Marketing Design Mix

Jill Miller, CLFP serves as Co-Founder for Marketing Design Mix with creative design, development, and management of all direct and digital marketing clients. She brings over 16 years of marketing and management experience with companies such as CG Commercial Finance, Regents Capital, AAA, Ancestry.com, and as Creative Director for Hewlett-Packard Company. Jill is the author of three books with Random House and has 34 appearances to date on national television. She holds an MBA with Marketing emphasis, Bachelors in Graphic Design, and both CLFP and Financial Markets certifications. Her business partner, husband and best friend for over 32 years, John Miller call Southern California home along with their 3 sons, 3 cats, 1 dog and 1 parrot (as well as finches, bluebirds, towees, doves, bluejays, squirrels, hawks and owls in their backyard; just not all at once).

Taylor Moseley, General Financial

Taylor Moseley has a decade of management consultant experience, with over six years of experience dedicated to the equipment leasing and financing industries. He has a strong focus on SMB Manufacturer and Dealer programs through General Financial, (formally GE Leasing, 1987), leveraging decades of experience and wisdom to provide financial solutions to businesses throughout United States. Taylor is constantly rewarded through active volunteering his time to non-profit organizations. There is no better sense of accomplishment for him than helping others achieve their goals or expand their capabilities.

Thomas Nettesheim, Constant Contact

Thomas Nettesheim is Associate Account Manager for Constant Contact, an email marketing platform. He has been working at Constant Contact for 10 years with work specifically in the Franchise realm for six. He is a subject matter expert for Constant Contact and is often called upon to onboard partners and host webinars that give overviews of the product, best practices and why Constant Contact is a vital part of a business marketing strategy.

Mae Philpott, CLFP, Quality Leasing Co.

Mae Philpott is a Sr. Leasing Consultant at Quality Leasing Co., Inc. Working from Charlotte, NC, she has been with Quality for five years and has over 15 years of Sales & Marketing experience in the commercial equipment finance field. She maintains active membership in multiple industry organizations and prides herself on her extensive professional network. Mae earned her CLFP designation in February of 2016. In 2020, she was recognized as one of the Monitor’s Top 50 Women in Equipment Finance. Mae is a graduate of Tulane University with a BA in both Communication and Psychology, along with a minor in Business. Mae devotes her spare time to reading, baking, practicing yoga, and taking care of her two amazing children: Cabell (11) and Nancy Sage (8). 

Shervin Rashti, CLFP, SLIM Capital, LLC

Shervin Rashti has 20 years of experience in forming, capitalizing, operating and exiting start-up ventures. Shervin started in the leasing business in 2004, when one of his investors for his digital media distribution company offered him the opportunity to manage a leasing portfolio. After surpassing funding capacity for the fund, Shervin used his experience and ability to underwrite and sell full package transactions to launch a commercial division for CapNet Financial Services. Shervin served as VP of Commercial Lending for CapNet and was able to succeed in placing commercial transactions for the multitude of deals being originated. He then co-founded a direct sub-prime specialty finance company, Maxim Commercial Capital in 2008. After nearly 10 years, in 2017, Shervin chose to sell his interest in Maxim and launch SLIM Capital, LLC as a direct, independent equipment lease and finance company specializing in both credit-based and structured, collateral based transactions. Shervin earned his BS from University of California at Riverside.

Doug Richters, Accord Financial Group

Doug Richters is President of Accord Financial Group, a small-ticket equipment leasing and finance company in Ohio.  Accord was founded in 1992 and specializes in agriculture and hard-collateral equipment. Doug also maintains a small portfolio of contracts in house.  He has a BS in Finance from Miami of Ohio and an MBA in Finance from Indiana University.  His wife Carmen teaches first grade and he has two daughters. 

Bob Rinaldi, Bob Rinaldi Advisory Services

Bob Rinaldi is President of Bob Rinaldi Advisory Services, serving independent lessors, financial institutions, manufacturers, and entities entering the USA equipment finance market. He has started two independent leasing companies in the USA and has sold successfully both to banking institutions. Bob has served as Past-Chairman and Director of the Equipment Leasing and Finance Association (ELFA), member of the Equipment Leasing & Finance Foundation’s (ELFF) Research Subcommittee, and a member of the ELFF Development Committee.

Shawn Smith, Dedicated Commercial Recovery, Inc.

Shawn Smith is the CEO and founder of Dedicated Commercial Recovery Inc. He will soon celebrate his 20-year anniversary working in the commercial collections industry. Prior to launching Dedicated, he worked at various agencies where employees were devalued and unappreciated, which fueled his passion for justice and equality both in business and in life. Shawn is passionate about establishing and following industry best practices, focusing on people before profit, and using business to provide a sustainable way forward to those who are in need. Shawn believes that businesses have the largest capacity to change in the world, and he has embraced a multi-stakeholder approach to leadership. His company partners with non-profit organizations and plans company service trips, and he encourages and inspires fellow business leaders to do the same.

Scott Wheeler, CLFP, Wheeler Business Consulting

Scott A. Wheeler has over thirty-eight years of commercial financing and leasing experience. He has held executive positions with private and public companies. Scott's experience includes: leading executive teams, portfolio management, sales/marketing, and comprehensive consulting services to small and large corporations. Scott has held leadership positions on association boards and industry task forces. His well-rounded and vast experiences allow Scott to engage with his clients on multiple levels to improve productivity, profitability, and corporate development.

Buddy Zarbock, Commercial Funding Partners

Buddy Zarbock is the Founder and President at Commercial Funding Partners (CFP). There he guides small to mid-market sized businesses construct business models to accommodate today’s fluctuating markets. During his tenure at CFP, Buddy has been able to harness his business expertise allowing the company to see success not seen in the past. These actions have created a loyal customer, broker and vendor following. He currently resides in Utah with his wife and five children enjoying skiing, mountain biking, and coaching.

Amanda Zeken, CLFP, Smarter Equipment Finance, LLC

Amanda Zeken is the Credit Manager and Corporate Liaison for Smarter Equipment Finance, LLC, an equipment financing brokerage based out of Las Vegas, NV. She first got into the equipment finance industry in 2014 while working in vehicle titling for a sub-prime direct lender that specialized in IRP tractor-trucks and trailers. Amanda has a deep background in vehicle titling and has used that unique skill set to set herself apart as a credit manager. Since being with Smarter, she has refined and expedited their internal credit processes to increase growth and the department’s capacity. In October of 2019, Amanda became a CLFP, making Smarter Equipment Finance one of the few equipment financing brokerages that employs two or more CLFPs. 

Myra Zomer, Zomer Commercial Credit

Myra Zomer is President and Owner of Zomer Commercial Credit, specializing in transportation and construction equipment. She first started in the Equipment Leasing industry in 1996 working for a company in Michigan and fell in love with the business. She moved back home to South Dakota and started her own company.  She grew her company the last 20 years by word of mouth and is proud to have many long almost lifetime customers.  Her daughter, Cierra joined the business a couple of years ago and is part of the plan to grow and expand the business.