ELFA April Principles of Equipment Leasing and Finance Workshop

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Date(s) - Apr 07, 2020 - Apr 09, 2020
All Day



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.

CPE Information
19 CPE credits will be earned for attending this workshop.

For more information, visit the ELFA event page.

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Terry Mulreany
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Susie Angelucci
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