April Principles of Equipment Leasing and Finance Workshop
April 07 - April 09, 2020
Accenture, Chicago, IL
April Principles of Equipment Leasing and Finance Workshop
April 07 - April 09, 2020
Accenture, Chicago, ILNOTE: This workshop has been cancelled. Should you have any questions, please contact Alexa Carnibella at acarnibella@elfaonline.org.
ELFA Coronavirus Update
Due to growing health concerns related to the COVID-19 coronavirus, ELFA has postponed or cancelled a number of upcoming events. These changes are in keeping with guidance from the Centers for Disease Control and Prevention, which as of March 16 is urging a nationwide halt to gatherings of more than 50 people for the next eight weeks. We are monitoring health professional advice and updates from the CDC and WHO regarding the COVID-19 coronavirus and following the guidelines from these agencies and local health departments, and will make any necessary modifications to our event schedule as needed to ensure the health and safety of our members, staff, vendors and others. For questions regarding ELFA events, please email meetings@elfaonline.org.See details here
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. The participant will gain a strong foundation on how the leasing and finance business works and where their individual responsibilities fit in the workflow.
Who Should Attend?
*Newly-hired staff, generally
*Operations and administration staff
*Vendors/Vendor sales staff
*Marketing personnel
*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
*Utilize a financial calculator to learn how pricing reflects the structure of a deal
*Explain the current accounting requirements and discuss the upcoming changes
*Describe the benefits of equipment finance
*Recognize and discuss fraud prevention and detection 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 (7) 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.
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.
Registration Fees
Price Description | Amount |
---|---|
Additional Attendee | $1000.00 |
Attendee (1st Person) | $1280.00 |
Attendee - Non Member | $2500.00 |
Workshop Schedule
Tuesday-Wednesday
8am-5pm
Thursday
8am - Noon
Available Functions
Speakers
Sponsors
Attendees are responsible for their own accommodations. Accenture is located at 161 N. Clark Street, Chicago, IL 60601. Hotels within walking distance include:
Hilton Garden Inn Chicago
66 East Wacker Place
https://www.hilton.com/en/hotels/chinlgi-hilton-garden-inn-chicago-downtown-riverwalk/?SEO_id=GMB-GI-CHINLGI?SEO_id=GMB-GI-CHINLGI
312-920-6666
Cambria Hotel Chicago
32 W. Randolph Street
312-763-3822
161 N. Clark Street
Chicago, IL 60601