ELFA - Equipment Leasing and Finance Association - Equipping Business for Success

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, IL

April Principles of Equipment Leasing and Finance Workshop

April 07 - April 09, 2020

Accenture, Chicago, IL



NOTE: 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

View cancellation and other policies

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

Available Functions

Speakers

R.A. Golden

Principles Workshop Instructor


Mr. Golden is the CEO of The BoCon Group, Inc., a training and consulting firm located in Boca Raton, FL. Mr. Golden has spent the last 40 years in the capital equipment leasing and financing industry. He has held positions in sales, sales management and senior management. In addition to a sales and marketing background, he has managed credit, collections and operations personnel, as well as the responsibility for maximizing profitability for his employers. He has worked for banks, insurance companies and independent Fortune 500 lessors.

With a Bachelor of Science in Marketing from Rider University (NJ) and, as a student of equipment leasing and financing, he has developed a thorough understanding and knowledge of the industry. He has conducted numerous training and development courses including financial statement analysis, customer service, sales management, sales motivation, as well as lease and finance structuring.

Mr. Golden has been involved with the Equipment Leasing and Finance Association (ELFA) and its predecessor, Equipment Leasing Association (ELA) throughout his career. He also is an avid photographer operating his studio in Florida.

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
312-920-6666
 
Cambria Hotel Chicago
32 W. Randolph Street
312-763-3822
 
 

Accenture
161 N. Clark Street
Chicago, IL 60601

Get directions