This two-day conference focused on helping senior leasing industry professionals combat margin compression through technology and business process optimization. Attendees would learn how applications can help control costs, make better decisions, and comply with regulations. Speakers from lessors, software companies, and consulting firms would discuss trends in leasing IT strategies, assessing inefficiencies, functionality demonstrations, and managing successful implementations. The conference aimed to provide insights into using existing tools and applications to manage risk and maintain a competitive advantage.

1. Combating Margin Compression
Proving Functionality!
August 20-21, 2008
Chicago 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 by
The Professional Development Division of
The Alta Group
presents

2. 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
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 Pillar
Joseph Franco, Oracle
Andrew Denton, CHP
Tom 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 Demo
Oracle 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
Combating Margin Compression
August 20-21, 2008 ♦ Chicago Marriott Oak Brook ♦ Oak Brook,
Illinois
Wednesday, August 20

3. 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 Matlon
Mark Belec
3:00 – 3:15 Break
3:15 – 5:00 Functionality Demo
ALFA – 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.
Mark Belec – Third Pillar
Charlie Stuard – Third Pillar
Mike 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 Consulting
Larry 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, PriceWaterhouseCoopers
Rick Reekie, Partner, PriceWaterhouseCoopers
David 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 Matlon
Mark Belec
Shawn 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 Denton
Tom Matlon
Deborah Reuben
Alan Zeppenfeld, Portfolio Servicing Company
3:45 – 4:00 pm Conference Conclusion and
Wrap-up
Thursday, August 21

4. 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__________________________________
Address___________________________________
Address 2 ________________________________
City/State/Zip_______________________________
Telephone/FAX_____________________________
Email _____________________________________
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
___MasterCard ___VISA
__________________________________________
Card number Expiration date
__________________________________________
Name on Card (please print)
__________________________________________
Signature
Hotel reservations: The Combating Margin Compression conference is being held at:
Chicago Marriott Oak Brook Hotel
1401 West 22nd
Street
Oak 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 310
Salt Lake City, UT 84111
801-322-4499
801-322-5454
www.thealtagroup.com
Combating Margin Compression
August 20-21, 2008 ♦ Chicago Marriott Oak Brook ♦ Oak Brook, Illinois