Nancy A. Geary is a CPA with over 22 years of accounting and tax experience. Ms. Geary has been a partner at ECS Financial Services, Inc. (formerly Edwin C. Sigel, Ltd.), a 25-person accounting firm in Northbrook, Illinois since 1990. Ms. Geary's expertise includes financial statement compilations, reviews and audits, financial projections, business and personal tax preparation, management consulting, accounting and portfolio management services for equipment lessors and brokers, and personal and corporate tax planning.
PROFESSIONAL EXPERIENCE:
ECS Financial Services, Inc. (Formerly Edwin C. Sigel, Ltd.), Northbrook, Illinois - April 1984 to present - Partner since 1990
COLLEGE DEGREE:
Bachelor Degree in Accountancy, University of Illinois, Champaign/Urbana, IL 1982
EXPERT WITNESS ENGAGEMENTS:
Pulte Home Corporation v. Skipco, Inc, Toshiba America Business Solutions, Inc., Lyon
Financial Services, Inc. d/b/a US Bancorp Office Equipment Finance Services, et. al.;
Clark County, NE District Court, Case No. A463726, 2006
J. Christopher Stuhmer, Inc. v. Skipco, Inc. and Lyon Financial Services, Inc. d/b/a US
Bancorp Office Equipment Finance Group; Clark County, NE District Court, Case No.
A459429, 2006
Farm Credit Leasing Services Corporation v. Farmco Partners et.al., Superior Court of
Arizona, Maricopa County, Case No. CV2003-010108, 2005
Phil Tolkan Leasing v. Peter J. Kivlin, et al., State of Wisconsin Circuit Court,
Milwaukee County, Case No. 02-CV-011741, 2005
First National Bank of Lucendale v. J. Dan Stephens, Jr., Hinds County Circuit Court,
Cause No. 251-02-1141CIV, 2004
Noritsu America Corporation v. Kmart Corporation, U.S. Bankruptcy Court, Northern
District of Illinois, Adversary Proceeding No. 02-A00609, 2003
Larry Ramirez, et al., vs. The Nutrasweet Company, U.S. District Court, Northern District of Illinois, No. 95 C 0130, 1997
Mario C. Yu, M.D., S.C. vs. Elmhurst Clinic, 18th Judicial Circuit Court, County of
DuPage, Wheaton, Illinois, No. 95 CH 0356, 1997
PROFESSIONAL MEMBERSHIPS:
American Institute of Certified Public Accountants
Illinois CPA Society
Equipment Leasing Association
United Association of Equipment Lessors
National Association of Equipment Lease Brokers
Certified Lease Professional Foundation
OFFICES/POSITIONS HELD:
2006 - United Association of Equipment Lessors, Board Member
2004 - Certified Lease Professional (CLP) Foundation, Vice President
2003, 2004 - Certified Lease Professional Exam Rewrite Committee Chairperson
2004 - Equipment Leasing Association, Business Council Steering Committee
2003 - Certified Lease Professional (CLP) Foundation, Treasurer
2002, 2003 - United Association of Equipment Lessors, Chicago Regional Director
PUBLICATION AND PROFESSIONAL EDUCATION:
2004 - Authored the Equipment Leasing Handbook, Chapter 14 - Financial and Tax
Accounting for Leases
2003, 2004 - Accounting Instructor, Equipment Leasing Association's Principles of
Leasing II Workshops
2004 - Instructor, Certified Lease Professional Foundation's CLP Exam Review Course
