ELFA – September Principles of Equipment Leasing and Finance Workshop

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Date(s) - Sep 21, 2022 - Sep 23, 2022
All Day

ELFA Headquarters


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

Additional details can be found here.

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Terry Mulreany
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