Equipment Leasing and Finance Association - Equiping Business for Success

June Principles of Equipment Leasing and Finance Workshop

June 05, 2018 - June 07, 2018

Dilworth Paxson
Philadelphia, PA


 

Registration for the June Workshop is now closed. For questions, please contact Alexa Carnibella at acarnibella@elfaonline.org.  
Principles has been 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 into the workflow.

Who Should Attend the Principles of Leasing and Finance Workshop

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

After completing the workshop, attendees 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 lease accounting rules
  • Describe the benefits of leasing/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 understand the the required legal forms needed to complete a transaction.
  • Recognize and discuss fraud prevention and detection measures
  • Identify the purpose, paperwork and people involved in each step of the lifecycle of the lease/financing.

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 selected workshop. Cancellations made by telephone must be followed by a letter that includes the name of the ELFA staff member who accepted the cancellation.

Substitutions

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

 

CPE Information

ELFA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National 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 its website: www.learningmarket.org.


20 CPE credits will be earned for attending this workshop.


NASBA fields of study: 18.5 Finance and 1.5 Specialized Knowledge and Apps. Program Level: Basic, no prerequisite education or experience required. Delivery method: Group live event


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
7:30am-5pm  
 
Thursday
7:30am - 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 accommodations.  
 
The meeting will take place at the offices of PwC, located at 45 South 7th Street, Minneapolis, MN 55402
 
Attendees of the Tax Roundtable may book a room at the Radisson Blu using the PwC corporate rate (for Standard, Premium and Business Class rooms). The number of available rooms with the PwC corporate rate is limited and once all are reserved, the rate will no longer be available. To reserve a room at the PwC corporate rate, go to:
 
The rate can also be booked by calling the hotel directly at (612) 339-4900 and asking for the PwC Corporate Rate.
 
Radisson Blu Minneapolis Downtown (connected by Skywalk)
35 South 7th Street
Minneapolis, MN 55402
612/339-4900
 
 
Alexa Carnibella
Director of Professional Development
Equipment Leasing and Finance Association (ELFA)
1625 I (Eye) Street NW, Suite 850
Washington, DC 20006
202/238-3416
 
 

Dilworth Paxson
1500 Market Street
Philadelphia, PA 19102

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