Equipment Leasing and Finance Association - Equiping Business for Success

September Principles of Equipment Leasing and Finance Workshop

September 10, 2019 - September 12, 2019

Stonebriar Commercial Finance
Plano, TX


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 $995.00
Attendee (1st Person) $1250.00
Attendee - Non Member $2400.00

View cancellation and other policies

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

Available Functions

Speakers

Gary Anderson



Gary Anderson, CPA (inactive) is an Independent Consultant. He retired in 2016 from TCF National Bank in the capacity of Senior Vice President and Director of Finance for TCF's Lending companies and was an advisor to the Vice Chairman and President on a wide range of matters including finance, risk management and technology. Mr. Anderson was a former Chief Financial Officer of TCF's leasing companies, Winthrop Resources Corporation and TCF Equipment Finance, and also served in a Chief Technology Officer role during his 28 year career at TCF.

Mr. Anderson served on the Accounting Committee of the Equipment Leasing and Finance Association during the deliberations of the new lease accounting standard ASC 842--Lease Accounting, was a frequent conference speaker and also contributed articles to its publication Equipment Leasing & Finance. He also served as a CFO Roundtable Leader for the AICPA’s Healthcare annual conference for several years.

His community involvement includes service on St. Cloud State University’s Foundation Board of Trustees (currently Chair) and the Herberger School of Business Advisory Board. He has also served as Treasurer on the Board of Directors of Urban Boatbuilders, Inc., a 501(c) 3 organization whose mission is positive youth development through the building of boats.

He graduated from St. Cloud State University with a B.S. Accounting degree in 1977 and a M.B.A. degree in 1994.

Sponsors

Attendees are responsible for their own accommodations.

 
The workshop will be held at the offices of Stonebriar Commercial Finance, Granite Park Three, 5601 Granite Parkway, Plano, TX 75024.  DFW International Airport is a 20 minute (20 mile) ride to/from the workshop location.
 
The hotel closest to the workshop location is:
 
Hilton Dallas/Plano Granite Park (3 minutes/.1 mile on foot)
5805 Granite Parkway
Plano, TX 75024
469-353-5000
 
Attendees are responsible for their own accommodations.
 
The workshop will be held at the offices of Stonebriar Commercial Finance, Granite Park Three, 5601 Granite Parkway, Plano, TX 75024.  DFW International Airport is a 20 minute (20 mile) ride to/from the workshop location.
 
The hotel closest to the workshop location is:
 
Hilton Dallas/Plano Granite Park (3 minutes/.1 mile on foot)
5805 Granite Parkway
Plano, TX 75024
469-353-5000
 

Stonebriar Commercial Finance
5601 Granite Parkway
Plano, TX 75024

Get directions



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.