Equipment Leasing and Finance Association - Equiping Business for Success

Cancelled-September Principles of Equipment Leasing and Finance Workshop

September 15, 2020 - September 17, 2020

Stonebriar Commercial Finance
Plano, TX


This event has been cancelled
 
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. 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  
   
Objectives
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 Nationa 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 and Wednesday
8am-5pm
 
 
Thursday
8am - Noon    

Available Functions

Speakers

Gary Anderson



Gary Anderson, CPA (inactive) is an Independent Consultant. He retired in 2016 from TCF National Bank in the capacity of Senior Vice President and Director of Finance for TCF's Lending companies and was an advisor to the Vice Chairman and President on a wide range of matters including finance, risk management and technology. Mr. Anderson was a former Chief Financial Officer of TCF's leasing companies, Winthrop Resources Corporation and TCF Equipment Finance, and also served in a Chief Technology Officer role during his 28 year career at TCF.

Mr. Anderson served on the Accounting Committee of the Equipment Leasing and Finance Association during the deliberations of the new lease accounting standard ASC 842--Lease Accounting, was a frequent conference speaker and also contributed articles to its publication Equipment Leasing & Finance. He also served as a CFO Roundtable Leader for the AICPA’s Healthcare annual conference for several years.

His community involvement includes service on St. Cloud State University’s Foundation Board of Trustees (currently Chair) and the Herberger School of Business Advisory Board. He has also served as Treasurer on the Board of Directors of Urban Boatbuilders, Inc., a 501(c) 3 organization whose mission is positive youth development through the building of boats.

He graduated from St. Cloud State University with a B.S. Accounting degree in 1977 and a M.B.A. degree in 1994.

Sponsors

Attendees are responsible for their own accommodations.

 
The workshop will be held at the offices of Stonebriar Commercial Finance, Granite Park Three, 5601 Granite Parkway, Plano, TX 75024.  DFW International Airport is a 20 minute (20 mile) ride to/from the workshop location.
 
The hotel closest to the workshop location is:
 
Hilton Dallas/Plano Granite Park (3 minutes/.1 mile on foot)
5805 Granite Parkway
Plano, TX 75024
469-353-5000
 

Stonebriar Commercial Finance
5601 Granite Parkway
Plano, TX 75024

Get directions



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.



If you would like information on exhibiting at this conference, please contact Steve Wafalosky at stevew@larichadv.com or 440.247.1060.

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