Equipment Leasing and Finance Association - Equiping Business for Success

April Principles of Equipment Leasing and Finance Workshop

April 17, 2018 - April 19, 2018

BMO Harris Equipment Finance Company
Milwaukee, WI


Principles is designed to teach the fundamentals of personal property commercial equipment leasing and finance for entry-level personnel and/or individuals with business experience who have not had a complete overview of the leasing and finance business. Subjects address the "why" as much as the "how" to provide the participant with a strong foundation on how the leasing and finance business works and where their individual responsibilities fit in to the workflow.

Who Should Attend?

  • Newly-hired staff, generally
  • Operations and administration staff
  • Newly-hired sales staff
  • Marketing personnel
  • Vendors/Vendor sales staff
  • New ELFA members

After completing the workshop, participants will be able to:

  • Define industry terminology
  • Identify the tax, legal and accounting rules and regulations
  • List the types of leases and loans, including structure and pricing
  • Utilize a financial calculator to learn how pricing reflects the structure of a lease/financing
  • Explain the current accounting requirements and discuss upcoming changes to the lease accounting rules
  • Describe the benefits of equipment finance
  • Identify the types of lease structures and how they fit the lessee needs
  • Identify the types of equipment lease and finance institutions and how their requirements vary
  • Describe the different types of legal entities and identify the required legal forms to complete a transaction
  • Recognize and discuss fraud prevention and detections measures
  • Identify the purpose, paperwork and people involved in each step of the lifecycle

Attire

Business casual attire is appropriate for this workshop.

Refunds/Cancellations

To receive a refund of registration fees (minus $100 administrative fee), cancellations must be received no later than seven business days prior to the start of the workshop. Cancellations made by phone must be followed by a letter that includes the name of the ELFA staff person who accepted the cancellation.

Substitutions

Substitutions for the entire program can be made at any time, including on-site.

CPE Information

  • 19 CPE credits will be earned for attending this workshop.
  • NASBA fields of study: Finance (13), Accounting (1.5), Business Law (1.5), Taxes (1.5), Specialized Knowledge (1.5).
  • Program Level: Basic, no prerequisite education or experience required.
  • Delivery Method: Group live event

ELFA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the Nationa Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the website: www.learningmarket.org.


Registration Fees

Price Description Amount
Additional Attendee $990.00
Attendee (1st Person) $1200.00
Attendee - Non Member $2400.00

View cancellation and other policies

Workshop Schedule
 
Tuesday and Wednesday
8am-5pm
 
Thursday
8am - Noon

Available Functions

Speakers

R.A. Golden

CEO
The BoCon Group


Mr. Golden is the CEO of The BoCon Group, Inc., a training and consulting firm located in Boca Raton, FL. Mr. Golden has spent the last 40 years in the capital equipment leasing and financing industry. He has held positions in sales, sales management and senior management. In addition to a sales and marketing background, he has managed credit, collections and operations personnel, as well as the responsibility for maximizing profitability for his employers. He has worked for banks, insurance companies and independent Fortune 500 lessors.

With a Bachelor of Science in Marketing from Rider University (NJ) and, as a student of equipment leasing and financing, he has developed a thorough understanding and knowledge of the industry. He has conducted numerous training and development courses including financial statement analysis, customer service, sales management, sales motivation, as well as lease and finance structuring.

Mr. Golden has been involved with the Equipment Leasing and Finance Association (ELFA) and its predecessor, Equipment Leasing Association (ELA) throughout his career. He also is an avid photographer operating his studio in Florida.

Sponsors

Attendees are responsible for their own accommodations.  BMO Harris Equipment Finance Company is located at 770 North Water Street, 8th Floor, Milwaukee, WI 53202.  Hotels within walking distance are listed below.
 
InterContinental Milwaukee (4 minutes/.2 miles)
139 East Kilbourn Avenue
Milwaukee, WI 53202
414-276-8686
http://www.intercontinentalmilwaukee.com/
 
Pfister Hotel (5 minutes/.3 miles)
424 East Wisconsin Avenue
Milwaukee, WI 53202
414-273-8222
http://www.thepfisterhotel.com/
 
Marriott Milwaukee Downtown (6 minutes/.3 miles)
323 East Wisconsin Avenue
Milwaukee, WI 53202
414-278-5999
http://www.marriott.com/hotels/travel/mkedn-milwaukee-marriott-downtown
 
Hyatt Regency Milwaukee (9 minutes/.4 miles)
333 West Kilbourn Avenue
Milwaukee, WI 53203
414-276-1234
https://milwaukee.regency.hyatt.com/en/hotel/home.html

BMO Harris Equipment Finance Company
770 North Water Street, 8th Floor
Milwaukee, WI 53202

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