The March Workshop is now full. To be added to the waitlist, please contact Alexa Carnibella at acarnibella@elfaonline.org.
The Cornerstone of an Equipment Leasing and Finance Career
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.
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 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 the website: www.learningmarket.org.
Cancellation & Other Policies
Cancellation Policy
No refunds of registration or exhibit fees will be given for cancellations received later than 10 days prior to the event. If you need to cancel, please email Janet Fianko (jfianko@elfaonline.org).
ELFA regrets that refunds will not be given for no-shows.
Substitutions
Substitutions for the entire program may be made at any time including on-site registration.
Non-Member Conference Attendance Policy
Non-Members: Please Read Carefully
- A non-renewing, Regular Member organization will be permitted to attend one ELFA conference as a non-member and pay the applicable non-member registration fee. If the company wishes to attend another ELFA conference thereafter, it must join as a Regular Member.
- An organization that has never been a member of the ELFA, and is qualified to be a Regular Member, is subject to the same attendance policy that applies to the non-renewing ELFA Regular Member: i.e., it will be permitted to attend one ELFA conference as a non-member and pay the applicable non-member registration fee. If the company wishes to attend another ELFA conference thereafter, it must join as a Regular Member.
- New members will receive a discount (the difference between the non-member and member registration fee) towards their dues if they attend a conference as a non-member, pay the non- member registration fee, and subsequently join the ELFA within 60 days.
To learn more about ELFA membership and its benefits, contact Julie Benson at jbenson@elfaonline.org or 202-238-3432.
Special Registration Fees
Speaker and Planning Committee Registration Policy
All speakers and committee members must complete and return the registration form, or register online. Speakers attending the entire conference pay half the registration fee. The fee is waived for speakers who are attending only on the day of their presentation. Committee members, regardless of length of stay at the conference, pay half the registration fee. Please make sure you check the appropriate box on the registration form. If you have questions regarding these policies, contact Emily Winkler at (202) 238-3415, ewinkler@elfaonline.org.
The exception to this policy is the ELFA Annual Convention. Speakers attending the entire Annual Convention pay the full regular member first person registration fee. The convention fee is waived for speakers who are attending only on the day of their presentation.
Spouse/Companion Registration Policy
A spouse/companion attending any portion of the conference or social functions must be registered and must pay the spouse/companion fee. Please mark the appropriate box on the registration form. If your spouse/companion is employed in leasing and wishes to attend any portion of the conference, the full attendee (member/nonmember) registration fee is due.
Continuing Education Credits
Attendees of qualifying conferences may obtain credit for attendance. Learn more about Continuing Education Credits.
- CLE Credits: Some of ELFA Conferences qualify for CLE credits. We will note on the conference page if a particular conference qualifies for CLE credits.
Prior to the conference date, please inform ELFA of the state you are seeking to obtain CLE credits. Please contact Janet Fianko at (202) 238-3420 or jfianko@elfaonline.org with this information. - CPE Credits: The Equipment Leasing & Finance Association (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 credits. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417 or (615) 880-4200, website: www.nasba.org.
Conference Compliance
Attendee Contact Information
By registering for this conference, attendees authorize ELFA to share your contact information, including but not limited to email address and telephone number with other registered attendees, sponsors, and exhibitors. For more information please contact Janet Fianko at jfianko@elfaonline.org.
Health & Wellness Policy: Release and Assumption of Risk
As we continue taking important steps to provide for the health and safety of our attendees, we ask that you review our COVID-19 information, well-being protocols, and policies below. By registering for this event you agree to adhere to the below policies to sustain a healthy and safe environment for our attendees. It’s important that we all respond responsibly and transparently to these health precautions. Any and all private health and personal data will be treated with confidentiality and sensitivity.
Because COVID-19 is extremely contagious and is spread mainly from person-to-person contact, Equipment Leasing and Finance Association (“ELFA”) has adopted preventative measures to reduce the spread of the COVID virus at its conferences and events in accordance with guidance published by the U.S. Centers for Disease Control and Prevention for events and gatherings, in coordination with event host properties. ELFA will comply with all applicable requirements imposed by state, provincial, and local health authorities for the locality in which the conference or event takes place. However, ELFA cannot guarantee that conference attendees will not become infected with COVID-19.
Individuals who fall within either of the categories listed below should not attend ELFA conferences or events:
- Individuals who are experiencing, or within the 14 days prior to the conference or event have experienced, symptoms associated with COVID-19; or
- Individuals who believe that they may have been exposed to a confirmed or suspected case of COVID-19 or have been diagnosed with COVID-19 and are not yet cleared as non-contagious by state or local public health authorities or the health care team responsible for their treatment.
Conference and event attendees should self-monitor for signs and symptoms of COVID-19 and are asked to contact ELFA at meetings@elfaonline.org if experiencing symptoms of COVID-19 within 14 days after participating in an ELFA conference or event.
ELFA Code of Conduct
Thank you for choosing to enhance your professional development by attending this ELFA conference. One of our goals is to ensure that we promote a safe and productive environment for all conference attendees. We invite you to help us make each ELFA-sponsored conference and live event a place that is welcoming and respectful to all participants, regardless of race, gender, gender identity and expression, age, sexual orientation, disability, physical appearance, national origin, ethnicity, political affiliation, or religion. We do not condone, nor will we tolerate harassment of our participants, including ELFA and facility staff, in any form—in person or online.
Examples of harassment include offensive comments, verbal threats or demands, sexualized images in public spaces, intimidation, stalking, harassing photography or recording, sustained disruption of sessions or events, and unwelcome physical contact or sexual attention.
We expect all participants—attendees, speakers, sponsors, volunteers, and staff—to follow the Code of Conduct during the conference. This includes conference-related social events at off-site locations and in related online communities and social media. Participants asked to stop any harassing behavior are expected to comply immediately. Conference participants violating this Code of Conduct may be expelled from the conference without a refund, and/ or prohibited from attending future ELFA events, at the discretion of ELFA.
Please bring any concerns to the immediate attention of the event staff, or contact Lisa Ramirez, ELFA Vice President of Business and Professional Development, at lramirez@elfaonline.org. You may also report violations by calling call +1 202-238-3414. Thank you for your help in keeping this and all ELFA events professional, welcoming, and respectful to all.
Photographs Taken at Conferences
Photographs of speakers and attendees may be taken at ELFA conferences. These may appear in ELFA publications or on the ELFA website. By registering for a conference, you authorize ELFA the right to use any photographs taken of you during the course of the conference.
Questions?
If you have a question about this conference not related to registration, please call ELFA Professional Development at (202) 238-3400.
Email jfianko@elfaonline.org for registration inquiries.
(Note: No registrations can be made by telephone)