Linda Kester tackles the cold call, a task that many sales people dread. She shares methods to develop a daily prospecting habit — such as scheduling and accountability — and outlines ways to guard against distractions and eliminate excuses.... read more

September/October 2015

Jud Snyder provides an overview of the equipment finance industry. While steady growth, new technology and young talent have increased opportunity, he says liquidity, competition and syndication have proved challenging. He points to several wild cards, including regulation and tax reform, which pose unknown outcomes for the future.... read more

September/October 2015

Lisa A. Miller catches up with four industry leaders who discuss the current economic environment, industry sentiment and pending regulations. They say discipline, strategy and customer relationships are essential to maintaining a profitable balance between risk and reward in a market where competition threatens to disrupt that balance.... read more

September/October 2015

Mystery writer Dexter Van Dango examines the events that shaped the industry in 2015 — perhaps a bit earlier in the year than he would’ve liked. He says this year’s business environment, economic conditions, state of the industry and competitive rivalry converged to create a memorable storm.... read more

September/October 2015

Bill Verhelle explains the importance of hiring and retaining “digital natives.” Verhelle says these young professionals are important to the survival of old-line businesses, and they are often the key to fostering innovation, agility and adaptability in a rapidly changing marketplace.... read more

September/October 2015

Kenneth P. Weinberg outlines the necessary components of well-drafted equipment lease and equipment financing agreements, including key aspects of both “casualty” and “event of loss” provisions. He also discusses the importance of including provisions that clearly outline expectations for equipment maintenance and application of insurance proceeds.... read more

July/August 2015

Monitor caught up with the leaders of five technology software companies to explore solutions to the resounding goal of this year’s Bank 50 participants: How to improve technology to enhance customer experience, create internal efficiencies and ease the burden of increased regulatory and compliance requirements.... read more

July/August 2015

Orchard Platform co-founder and CFO Angela Ceresnie explores marketplace lending — the trifecta of technology, data and services. She believes this new model can provide improved stability, fairness and greater resiliency for borrowers and lenders alike.... read more

July/August 2015

In a marketplace flush with borrowing options, a lender with sector expertise stands above the shoulders of generalists. Eric Miller, group head and managing director of CIT Capital Equipment Finance, examines the worthy approach of seasoned lenders — those who know the ins and outs of an asset class while understanding the importance of cyclicality and flexibility.... read more

Monitor 100 2015

As HP evolves from a technology company into two Fortune 500 companies, Irv Rothman, president and CEO of HP Financial Services, takes a look at the unique ability of a captive financing provider to help accelerate business transformation.... read more

Monitor 100 2015

This year’s Funding Source roundtable participants offer their insights on deal flow, funding sources and credit quality, as well as provide some tips on how brokers can improve the odds of getting a deal done in today’s lending environment.... read more

March/April 2015

Monitor mystery writer Dexter Van Dango looks back at his success — or lack thereof — predicting how 2014 would pan out, and takes a stab at what we can (possibly) expect in 2015, such as an uptick in M&A activity, as well as higher interest rates and more competition.... read more

Jan/Feb 2015

With a fresh start to the new year, Monitor’s 2015 roundtable discussion with five asset managers provides insights from a variety of perspectives encompassing practices that are likely to continue amid the ripple effect of uncertain North American oil and gas markets.... read more

Jan/Feb 2015

BBVA Compass VP/Director of Equipment Jim Noyes provides insights from his 30 years in equipment finance, including his "Seven Steps to Success" in leadership and leasing.... read more

FEB 2015

Monitor contributor Lisa Miller catches up with four industry leaders to get their take on the current economic environment, industry sentiment and pending regulations. Overall, despite excess liquidity, spread compression, increased regulation and other issues, our roundtable participants remain upbeat about future opportunities.... read more

Sep/Oct 2014