2022 NEFA Funding Symposium

2022 NEFA Funding Symposium

November 2, 2022 – November 4, 2022

Tune in to learn more about the upcoming NEFA Funding Symposium


Eliminating risks and ensuring compliance through automation

Eliminating risks and ensuring compliance through automation

Oct. 25, 1 to 2:30 p.m. Eastern

Business disruption, eliminating risks, and ensuring compliance are the top challenges facing our industry. Learn how automation can help you adapt to disruptions, better manage and predict risk, and comply with new legislation. Our panelists will share best use cases on how technology can transform these challenges into opportunities to help you remain competitive and futureproof your business. We’ll also address what you need to know about the new disclosure requirements for lenders that go into effect Dec. 9, 2022 in California and New York.


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Are you ready for the new California and New York disclosure requirements?

Thursday, October 6, 2022, 1 p.m. CDT

Registration for this event is now closed. If you are interested in attending this event or learning more, please email Dani Cluff for more information at dcluff@tamarack.ai.

Over the last few months, Tamarack has been fielding inquiries about the new California and New York disclosure requirements. Many finance leaders did not fully recognize the impact that the new California regulations would have on their business. They also did not realize what they needed to do in order to be compliant with the new laws by December 9, 2022 or even how to get started.

To help support the finance community and share knowledge on the subject, Tamarack is hosting an invite-only “Disclosure Prep” webinar on October 6 from 1-2pm (Central) to answer any questions you may have about the new disclosure requirements and help you prepare. Even if you don’t do business in California or New York, consider joining the discussion as many states are also working through similar legislation that is expected to pass in the coming year.

Tamarack founder and CEO Daniel Nelson will be joined by Ray Wizbowski, chief marketing officer from Solifi. Together, they will go over the latest legal, operational and system integration information you need to know to prepare for these new requirements. They will also provide attendees with an opportunity to ask questions and share ideas with their colleagues in what is expected to be an informative discussion.


Ray Wizbowski

Ray Wizbowski is chief marketing officer at Solifi, a leading provider of mission-critical software for the secured finance industry. Wizbowski has more than 20 years of global marketing and management experience focused on technology, digital transformation, and software-as-a-service (SaaS)-based solutions. This includes executive marketing and business development roles at Entrust, Gemalto (now Thales), and ForeScout Technologies.

Ray Wizbowski

Founder and CEO of Tamarack Technology, Daniel Nelson is well-versed in the challenges and opportunities facing lessors and lenders. A recognized industry expert, Nelson has spent his entire career working exclusively within the equipment finance and commercial lending industry.

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ELFA to Hold Webinar on New Disclosure Requirements in California and New York

Thursday, July 28, 2022 1-3 p.m. EST

The ELFA announced a second webinar designed to help the equipment finance industry prepare for financial disclosure regulations scheduled to take effect in California and New York. The webinar “Operational Preparedness: Are You Ready for the New CA and NY Disclosure Requirements?” will take place on July 28, 1-3 p.m. EST.

The webinar will provide the latest legal, operational and system integration information concerning commercial financing disclosure laws that are slated to take effect on Dec. 9, 2022 in California and what is expected to be shortly thereafter in New York. The webinar will also touch on overlaps and inconsistencies among state regulations that could require redundant, tedious and/or cumbersome investments in technology, software and training to comply with the subtle and material differences between the state laws.

This event will feature an experienced panel and attendees will be invited to ask questions during an interactive Q&A session. Speakers will include: Scott Riehl, vice president of state government relations at the ELFA, Troy Kepler, corporate counsel at Channel, Daniel Nelson, CEO at Tamarack Technology, Moorari Shah, partner at Sheppard Mullin Richter & Hampton and Robert S. Cohen, partner at Moritt Hock & Hamroff.

“As state legislators introduce consumer-like enhanced finance disclosure requirements for commercial transactions, ELFA’s state government relations team is focused on protecting the interests of our members and the equipment finance industry,” Ralph Petta, president and CEO at ELFA, said. “It is critical for members to be aware of the potential impact of the California and New York regulations on their businesses and steps they can take to prepare. We encourage members to participate in this important webinar.”

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ELFA Ops & Tech: Next generation innovation in payments

September 12-14, 2022

This year’s ELFA Operations & Technology Conference and Exhibition in New Orleans on Sept 12-14 promises to stimulate discussion on today’s most pressing technology trends. One of the most talked about topics is the use of technology to transform the payments world. On Wednesday, Sept 14 from 8 to 9:15 a.m., Tamarack’s Scott Nelson will join a panel of industry leaders and experts to unpack the possibilities technology provides to the worlds of accounts receivable and accounts payable. If you would like to discuss this topic before the conference, contact Scott Nelson at snelson@tamarack.ai.

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Tamarack at the 2022 ELFA Annual Convention

October 9-11, 2022

The theme for the 61st ELFA Annual Convention on Marco Island, Florida (Oct. 9-11), is “Welcoming Change as Opportunity.” This topic is one Tamarack has championed for several years. At this year’s conference, President and Chief Digital Officer Scott Nelson will participate in the following two panel discussions:

  • Change is on the Horizon: Is Equipment Finance Ready for Standardization? Monday, Oct. 10 from 10:45 to 11:45 a.m.
  • The Future of Risk Management is Precision. Tuesday, Oct. 11 from 11 a.m. to noon.

If you are attending the ELFA convention, mark your calendars for these engaging discussions. If you are unable to attend and would like to learn more about these topics, contact Scott Nelson at snelson@tamarack.ai.

Scott Nelson moderates a livestream by Monitor

Thursday, March 3, 2022 1:00 pm EST

Monitor Live+ Innovation: Creating a Future for Your Company
This livestream will address:
  • A practical definition of innovation and what it can mean to your company
  • Real-world examples of innovation inside and outside of equipment finance
  • Understanding the importance of empathy to change behaviors and create innovation
  • Focusing innovation on your organization and customers
  • Key actions and cultural characteristics that foster innovation in your organization

Irrefutable Inspiration

  Without data, you're just another person with an opinion.  

W. Edwards Deming, Data Scientist

  If you can’t measure it, you can’t manage it.  

Peter Drucker

  If you can’t measure it, you can’t improve it.  

Lord Kelvin

  There is nothing so useless as doing efficiently something that should not have been done at all.  

Peter Drucker

  Improved productivity means less human sweat, not more.  

Henry Ford

  Strategy is about setting yourself apart from the competition.  

Michael Porter

  Strategy is about making choices, trade-offs; it's deliberately choosing to be different.  

Michael Porter

  The only sustainable competitive advantage is an organization’s ability to learn faster than the competition.  

Peter Senge

  People don’t buy what you do. They buy why you do it.  

Simon Sinek

  The best way to predict the future is to create it.  

Peter Drucker

  What good is an idea if it remains an idea? Try. Experiment. Iterate. Fail. Try again. Change the world.  

Simon Sinek

  A learning organization is an organization that is continually expanding its capacity to create its future.  

Peter Senge

  Anyone who has never made a mistake has never tried anything new.  

Albert Einstein


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