BEGIN:VCALENDAR VERSION:2.0 PRODID:-//wp-events-plugin.com//7.4.5//EN TZID:America/New_York X-WR-TIMEZONE:America/New_York BEGIN:VEVENT UID:84@monitordaily.com DTSTART;TZID=America/New_York;VALUE=DATE:20261118 DTEND;TZID=America/New_York;VALUE=DATE:20261121 DTSTAMP:20251205T200412Z URL:https://www.monitordaily.com/events/november-principles-of-equipment-l easing-and-finance-workshop/ SUMMARY:November Principles of Equipment Leasing and Finance Workshop DESCRIPTION:The Cornerstone of an Equipment Leasing and Finance Career\nPri nciples is designed to teach the fundamentals of personal property commerc ial equipment leasing and finance for entry-level personnel and/or individ uals with business experience who have not had a complete overview of the leasing and finance business. Subjects address the "why" as much as the "h ow" to provide the participant with a strong foundation on how the leasing and finance business works and where their individual responsibilities fi t in to the workflow.\nWho Should Attend?\n\n Newly-hired staff\, general ly\n Operations and administration staff\n Newly-hired sales staff\n Ma rketing personnel\n Vendors/Vendor sales staff\n New ELFA members\n\nAft er completing the workshop\, participants will be able to:\n\n Define ind ustry terminology\n Identify the tax\, legal and accounting rules and reg ulations\n List the types of leases and loans\, including structure and p ricing\n Utilize a financial calculator to learn how pricing reflects the structure of a lease/financing\n Explain the current accounting requirem ents and discuss upcoming changes to the lease accounting rules\n Describ e the benefits of equipment finance\n Identify the types of lease structu res and how they fit the lessee needs\n Identify the types of equipment l ease and finance institutions and how their requirements vary\n Describe the different types of legal entities and identify the required legal form s to complete a transaction\n Recognize and discuss fraud prevention and detections measures\n Identify the purpose\, paperwork and people involve d in each step of the lifecycle\n\nAttire\nBusiness casual attire is appro priate for this workshop.\nRefunds/Cancellations\nTo receive a refund of r egistration fees (minus $100 administrative fee)\, cancellations must be r eceived no later than seven business days prior to the start of the worksh op. Cancellations made by phone must be followed by a letter that includes the name of the ELFA staff person who accepted the cancellation.\nSubstit utions\nSubstitutions for the entire program can be made at any time\, inc luding on-site.\nCPE Information\n19 CPE credits will be earned for attend ing 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.\n\nELFA is registered with the National Associat ion of State Boards of Accountancy (NASBA) as a sponsor of continuing prof essional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual course s for CPE credit. Complaints regarding registered sponsors may be submitte d to the National Registry of CPE Sponsors through the website: www.learni ngmarket.org.\n\nLearn More ATTACH;FMTTYPE=image/jpeg:https://www.monitordaily.com/wp-content/uploads/ 2025/12/principles-of-equipment-leasing-and-finance-2.png CATEGORIES:Equipment Leasing & Finance Association END:VEVENT BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:STANDARD DTSTART:20261101T010000 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST END:STANDARD END:VTIMEZONE END:VCALENDAR