Events

Principles of Equipment Leasing & Finance: June 2026

June 10-12, 2026
ELFA Headquarters, Washington, DC
Overview

The Cornerstone of an Equipment Leasing and Finance Career

Principles is a comprehensive introduction to personal property, commercial equipment leasing, and finance. It is designed for entry-level professionals and experienced business practitioners who want a complete, practical understanding of the industry.

This immersive workshop explores both the why and the how behind equipment leasing and finance, equipping participants with a strong foundation in how the business operates—from deal structure to execution. Attendees gain clarity on the full workflow and a deeper understanding of how their individual roles and responsibilities contribute to successful transactions.


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


Continuing Professional Education

Continuing Professional Education credits will be earned for attending this workshop. National Association of State Boards of Accountancy 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.