The National Equipment Finance Association (NEFA) has launched two new educational series for the industry. These two series were formed and developed based upon feedback received from the members and industry at large.
“I’m excited for these two series that will launch this year. Our members, and in industry, deserve cutting edge educational programs,” Chad Sluss, CEO of NEFA, said.
The Professional Broker/Lessor Education Series
This educational series, facilitated by Scott Wheeler, CLFP of Wheeler Business Consulting, is a seven-part series focused on the originator’s role within the equipment finance industry. The curriculum will cover the full transaction lifecycle—origination, underwriting, documentation, collections, ethics and relationship management. Below are the dates and topics to be covered:
- March 3 – Virtual: Series Overview & Market Landscape
- April 1 – Spring Conference: Origination & Sales
- May 6 – Virtual: Structure & Pricing
- June 3 – Virtual: Overcoming Objections
- August 5 – Virtual: Leverage & Liquidity
- September 29 – Fall Conference: Full Transaction Lifecycle
- November 3 – Forward Looking and Lessons Learned
AI Virtual Series (with RJ Grimshaw, The AI CEO)
This series, presented by RJ Grimshaw of The AI CEO, will offer the membership a four-part virtual series covering with the following dates and topics:
- April 16 – Prompting Workshop
- May 12 – Build a Customer GPT
- June 9 – MASTER Framework (with Rose Beverly)
- July 7 – Executive Workflow Session
