Equipment Leasing and Finance Association - Equiping Business for Success

September Principles of Equipment Leasing and Finance Workshop

September 19, 2017 - September 21, 2017

Grand Hyatt Denver
Denver, CO


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

Andrew Mesches

Director
The Alta Group LLC


Andrew G. (Andy) Mesches, a director at The Alta Group, helps companies increase the growth and profitability of leasing and finance operations by improving their credit risk management strategies. He has extensive expertise in credit underwriting, credit policy, portfolio management, compliance, and collections. He has worked in the financial services industry for four decades, including three in the highly regulated banking industry. Mesches particularly enjoys working with organizations to institute proven and effective approaches to mitigate risk.

Prior to joining Alta, Mesches was executive vice president and chief risk officer at Key Equipment Finance in Superior, Colo., from 1995-2010. There, he was responsible for the management of the company's $10 billion loan and lease portfolio. Preceding Key, Mesches was senior vice president for credit and operations at BancOne Leasing Corporation in Columbus, Ohio. His BancOne responsibilities included management of a $5 billion loan and lease portfolio, various equipment management activities and human resources.

Mesches is a long-time member of the Equipment Leasing and Finance Association and has served on the association's Credit/Collections and Basel II Advisory committees. He received ELFA's Distinguished Service Award in 2012 for his work on behalf of the industry.

Additionally, he is a member of the Advisory Board for the Center of Human Capital located at the University at Buffalo. He received a B.A. Degree in Economics from the State University of New York at Buffalo and also did graduate work at the State University of New York - Albany.

Sponsors

A block of rooms has been reserved at the Grand Hyatt Denver for attendees of the workshop from September 19-21 with the room rate of $219/night (plus tax). To make your reservation, go to: https://aws.passkey.com/go/principlesworkshop.  The cut-off date for attendees to make reservations is Monday, August 28th.  
 
You are welcome to make hotel reservations at the hotel of your choice.  
 
www.travelocity.com      
 
www.expedia.com
       
       
       

Grand Hyatt Denver
1750 Welton Street
Denver, CO 80202

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