C Level Application Conference (Objective review of Vendors)

Combating Margin CompressionProving Functionality!

August 20-21, 2008Chicago Marriott Oak Brook Hotel

Benefits of attending this conference:

Identify how to use your applications to create a competitive advantage rather than just putting them into production

See how featured applications actually help control costs, make better business decisions, and integrate emerging regulatory concepts such as Basel II

Examine technology trends and whether your legacy application or a new enterprise solution is most appropriate for your operations

Learn to maximize the income tax value of your assets

Investigate applications that optimize the utility of your operating data

Explore the issues and challenges of competing in a mature industry

Listen to the latest thoughts on developing an IT strategy in response to the new accounting paradigm as the FASB and IASB converge

Presented byThe Professional Development

Division ofThe Alta Group

presents

Why Should You Attend?How can I best assist my organization in maintaining a competitive edge through its leasing applications? Should I be buying or building a new system, outsourcing, or optimizing my legacy systems? The answers depend on your ability to manage the company’s business processes. See how specific applications can help control costs, which applications best reflect your business processes, how to mine value from existing applications, and how to avoid unnecessary compliance costs.

This advanced application summit is for senior personnel. Actual lease transactions and business requirements will drive the demonstrations – no infomercials here! An open review of applications and how they assist lessors to stop margin erosion provide invaluable insights. An invitation-only policy for presenters and software providers will minimize distractions from outside third parties.

Who Should Attend?

The sessions are designed for senior personnel with responsibility for implementing, managing, and maximizing the value of company information systems and processes. This would include COOs, CFOs, CIOs, IT managers, portfolio/equipment managers, conversion specialists, auditors, and quality teams.

Who are the speakers?

Conference presenters represent experts from all aspects of the leasing industry, with hundreds of years experience in these topics. Come listen to speakers who have successfully made numerous conversions, achieved operational efficiencies, successfully met compliance requirements, and helped lessors account for and track tens of billions of dollars of equipment leases.

Schedule of Events

Combating Margin CompressionAugust 20-21, 2008 ♦ Chicago Marriott Oak Brook ♦

Oak Brook, Illinois

7:30 – 8:00 Continental Breakfast

8:00 – 8:15 Conference Welcome Shawn Halladay, The Alta Group

8:15 – 9:30 Determining an IT Strategy

What are the components of a successful IT strategy? How do I ensure that my new application delivers a competitive advantage? What are the technology trends influencing these decisions? This open forum will discuss challenges and outline how a contemporaneous implementation and process redesign approach to new applications delivers value to the business. The ELFF Business Technology Performance Index also will be discussed.

Mike Zoretich, Third PillarJoseph Franco, Oracle Andrew Denton, CHPTom Matlon – Consultant

9:30 – 10:00 Assessing the Impact of Inefficiency

How much can I really affect the overall profitability of my company? What is the effect on ROE of the cost savings I create? How does this affect the company’s ability to raise funds and its long-term outlook?

Shawn Halladay

10:00 – 10:15 Break

10:15 – 12:00 Functionality DemoOracle Lease Management (Invited)

Vendors will demonstrate how their applications create a competitive advantage by controlling costs, increasing productivity, assessing risk, supporting reporting and audit requirements, and maintaining operational flexibility.

12:00 – 1:00 Lunch

1:00 – 1:30 Surviving in a Mature Industry

What lessons can I learn from other industries? What are the factors contributing to shrinking

margins within the leasing industry? Where and how should companies be positioning themselves? What is the impact on business operations and IT?

James Johnson, PhD., Northern Illinois University

1:30 – 2:15 pm Vendor viability

Should you be concerned about the consolidations and ownership changes going on in the market? What happens if a vendor changes business direction? This frank and lively format will discuss the potential risks and business consequences surrounding this issue.

Shawn Halladay

2:15 – 3:00 pm Solving the Toughest Business Challenges

What is the best way to avoid the challenges and flawed concepts that oftentimes get translated into code/software and/or operational procedures/flows? Join the panel in discussing lessons learned, potential operational solutions, and the manner in which these problems are typically solved, along with the models used.

Tom MatlonMark Belec

3:00 – 3:15 Break

3:15 – 5:00 Functionality DemoALFA – CHP Consulting

Vendors will demonstrate how their applications provide a competitive advantage and reduce costs

Cocktail Reception

8:00 – 8:30 Continental breakfast

8:30 – 10:15 Using Available Tools and Applications to Manage Risk

How does a data and process driven approach improve front-office ROE? How do I align my pricing with the attendant collateral and residual risk? How does the organization of asset categories, trees and attributes contribute to the improvement of operational efficiency and ‘better data’? Learn from the panel of experts how a fully version-capable document generation and management approach offers straight through processing benefits.

Thursday, August 21

Wednesday, August 20

Mark Belec – Third PillarCharlie Stuard – Third PillarMike Zoretich – Third Pillar

10:15 – 10:30 Break

10:30 – 11:30 Managing a Successful Implementation

What steps should I take? What are the pitfalls of which I should be aware and how are they best handled? What is the best way to control the process? What are the best practices that I can apply to optimize the process and maximize company ROI?

Deborah Reuben, Reuben ConsultingLarry Duer, US Bank BEFG

11:30 – 12:30 Creating Higher Yields

without Risk through Depreciable Assets

How can an LKE program improve my vendor business and relationships? How do I identify the appropriate assets? What is the value for lessors based on their portfolio/product mix? How will the new bonus depreciation affect my tax base?

Jeff Nelson, Partner, PriceWaterhouseCoopersRick Reekie, Partner, PriceWaterhouseCoopersDavid Fowler, Partner, PriceWaterhouseCoopers

12:30 – 1:30 Lunch

1:30 – 2:45 Aligning Software to Support Complex Contract Provisions and Lease Agreements

How do I approach issues such as income recognition methods, floating rate functionality, subsidies with vendors/dealers, and managing fees? How can I provide both a business solution and a simple operational solution in building out my applications? What is the best way to convince my auditors that my reporting aligns with the contractual agreements? What tools are available to provide audit/test libraries, etc? Is there a certification process available?

Tom MatlonMark BelecShawn Halladay

2:45 – 3:45 pm Choosing the Right Approach

Does it make sense to build/buy a new system, optimize my legacy system, or outsource the process? Learn the pros and cons from the

experiences of those who already have made these decisions, including an examination of a recent white paper on Letting Go of Legacy Systems.

Andrew DentonTom MatlonDeborah ReubenAlan Zeppenfeld, Portfolio Servicing Company

3:45 – 4:00 pm Conference Conclusion and Wrap-up

Combating Margin Compression

August 20-21, 2008 ♦ Chicago Marriott Oak Brook ♦ Oak Brook, Illinois

Registration Form

Fees: Early bird price (paid registration by July 20) – $1,295. Fees are $1,495 per person after this date.

To register:

Call us at 801-322-4499

Mail your completed registration form and check made payable to The Alta Group at:

The Alta Group 124 South 400 East, Suite 310 Salt Lake City, UT 84111

Fax completed form to 801-322-5454

Name_____________________________________

Title______________________________________

Company__________________________________

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Confirmations will be sent after payment is received.

Cancellation policy: Cancellations received 4 weeks or more prior to the conference will receive a 100% refund. Cancellations received 2-4 weeks prior will receive a 50% refund. No refunds will be made for cancellations made after August 4, 2008.

Substitutions may be made at any time

For Credit Card payment:

Fax this form to Kaye Reeder at (801) 322-5454

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Hotel reservations: The Combating Margin Compression conference is being held at:

Chicago Marriott Oak Brook Hotel1401 West 22nd StreetOak Brook, IL 60523 630-573-8555

A rate of $159/single or double is available to attendees. Reservations can be made by calling 630-573-8555 or Marriott Reservations 1-800-228-9290.

Hotel reservation requests received after July 31, 2008, will be based on availability at the hotel’s prevailing rates.

Professional Development Division

124 South 400 East, Suite 310Salt Lake City, UT 84111

801-322-4499801-322-5454

www.thealtagroup.com