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

June Principles of Equipment Leasing and Finance Workshop

June 11 - June 13, 2025
ELFA Headquarters, Washington, DC

June Principles of Equipment Leasing and Finance Workshop

June 11 - June 13, 2025
ELFA Headquarters, Washington, DC

June Principles of Equipment Leasing and Finance Workshop

June 11 - June 13, 2025

ELFA Headquarters, Washington, DC



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.

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 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, including on-site.

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) $1380.00
Attendee - Non Member $2500.00

View cancellation and other policies

Workshop Schedule  
 
Wednesday-Thursday
8:30am-5:00pm
 
Friday
8:30am - 1:00pm    

Available Functions

Speakers

Sponsors

Attendees are responsible for their own accommodations.

For directions and hotels, go to: https://www.elfaonline.org/about/directions-hotels

ELFA Headquarters
1625 Eye Street, NW, Suite 850
Washington, DC 20006

Get directions