TD Bank executives interpret data from TD’s Annual CFO Survey, which reports increased confidence in the U.S. economy and plans to increase capital expenditures. Though optimism is high, CFOs expressed concern regarding data security and the outcome of the presidential race.... read more

January/February 2016

Since its inception in April of 2015, Wintrust Commercial Finance has made major waves in the equipment finance industry. President and CEO Kirk Phillips details the company’s growth both in terms of volume and personnel, while outlining the exciting things on the horizon for the new venture.... read more

March 2016

Credit managers — the unsung heroes of our industry — are more likely to be found at their desks than under the spotlight, but in this issue, Monitor editor Rita E. Garwood checks in with three underwriting executives to hear their thoughts on regulatory compliance, competition, how the credit risk management process has evolved and what keeps them up at night.... read more

January/February 2016

As Ralph Petta sets out on his first year as president and CEO of the Equipment Leasing and Finance Association, we take a look at his rise to the top of the association, his relationship with predecessor Woody Sutton and what he hopes to accomplish now that he’s in charge.... read more

January/February 2016

Despite a slight dip in the optimism quotient, Wells Fargo’s annual construction survey indicates that optimism is rampant in the industry. John Crum, the national sales manager of Wells Fargo Equipment Finance’s Construction group, took some time to discuss the survey and the meaning behind the numbers. ... read more

February 2016

Monitor contributor Lisa A. Miller sits down with four asset management executives to discuss the essential role they play in the sales and decisioning process and their never-ending quest to balance risk and reward, manage regulatory compliance and achieve growth despite “fierce” competition.... read more

January/February 2016

Mystery writer Dexter Van Dango reviews the accuracy of his 2015 predictions, which weren’t miles away from the mark. Dusting off his crystal ball for the top picks of 2016, he foresees a major security breach, flat profitability, the emergence of the next 800-pound gorilla, a merger that results in a super duper bank and a lending landscape shaped by fintech.... read more

January/February 2016

In the final installment of a three part series, Monitor editor, Rita E. Garwood, sits down with members of the ELFA’s Financial Accounting Committee — Bill Bosco, John Bober and Rod Hurd — as well as ELFA President and CEO Ralph Petta to discuss the ELFA’s Lease and Finance Accountants Conference as well as the association’s role in the lease accounting project. ... read more

2016

In part two of a three part series, Monitor editor, Rita E. Garwood, sits down with members of the ELFA’s Financial Accounting Committee — Bill Bosco, John Bober and Rod Hurd — at the ELFA’s 2015 Lease and Finance Accountants Conference to discuss the implications of the new revenue recognition standard.... read more

All potential leasing customers are not the same, which is why Linda Kester says labeling prospective accounts as a “make” or a “take” will help sales reps increase their volume. She explains the characteristics of each label and the best methods to transform these prospects into customers.... read more

November/December 2015

In the first installment of a two part series, Attorney Kenneth Weinberg explores the unique nature of bundled and PPA transactions, and outlines how these transactions differ from more traditional equipment leasing and finance structures. Additionally, he provides a list of questions that will inevitably arise when equipment leasing and finance companies decide to invest in these situations.... read more

November/December 2015

As businesses have shifted into the third platform, marked by an inter-dependency between social, mobile, analytics (big data) and cloud, IDC’s Susan Middleton shares IT spending trends and says innovative programs and IT consumption models are necessary to solidify a financing company’s role as a trusted advisor.... read more

November/December 2015

As the Internet of Everything continues to grow, the next generation of IT solutions will require more structured financing capabilities to be successfully developed. Cisco Capital’s Kristine A. Snow anticipates that captives will not only serve as a financial foundation but — more importantly — will evolve to become trusted advisors to organizations.... read more

November/December 2015

Wells Fargo’s John Crum takes a look at the construction industry environment, including information from a survey of construction industry executives who expressed a sense of optimism during the first three quarters of 2015. The last five years have witnessed slow but steady growth, and he sees significant opportunities for equipment financing and leasing in 2016.... read more

November/December 2015

With a new speaker in the House and a presidential election on the horizon, Christian Klein says Associated Equipment Distributors are elevating the voice of equipment distribution in the political process. He outlines key items on the association’s agenda, including the surface transportation bill, tax reform, investment in water infrastructure programs and energy independence.... read more

November/December 2015