April Principles of Equipment Leasing and Finance Workshop

When:  Apr 7, 2020
NOTE: This workshop has been postponed. Should you have any questions, please contact Alexa Carnibella at acarnibella@elfaonline.org.

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.

Business casual attire is appropriate for this workshop.

To receive a refund of registration fees (minus $100 administrative fee), cancellations must be received no later than seven (7) business days prior to the start of the workshop. Cancellations made by phone must be followed by a letter that includes the name of the ELFA staff person who accepted the cancellation.

Substitutions for the entire program can be made at any time.

CPE Information

19 CPE credits will be earned for attending 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.

ELFA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the website: www.learningmarket.org.

Registration Dates

Early Registration Ends Tuesday, April 7, 2020


161 N. Clark Street
Chicago, IL 60601