Member Talk Why I became a CLP. One Major Word>>> CREDIBILITY Being the Best of the Best in the Leasing Industry. Similar to the CFP designation in the Financial Planning Industry. Many Financial Plan
Tuesday
September 7, 2010
| Setting the Standard for Leasing & Finance Professionals the World Over |
President
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Chris Walker, CLP 319-261-4031 319-261-6031 Fax cwalker@galc.com |
GreatAmerica Leasing 625 First St. SE Cedar Rapids, IA 52401 http://www.galc.com |
Chris Walker, CLP is Vice President, Business Development at GreatAmerica where he originates and manages broker relationships. He is a veteran of 30 years in the small ticket leasing business with an expertise in originating national vendor and broker relationships. Chris serves on the Board of Directors of The National Equipment Finance Association and the Certified Lease Professional Foundation. |
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Vice President
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John "Jack" Harvey, CLP 501-375-2822 501-375-2551 Fax jharvey@efsolutionsinc.com |
Enterprise Financial Solutions Inc. 1818 N. Taylor St. #354 Little Rock, AR 72207 http://www.efsolutionsinc.com |
Jack grew up in Mississippi and graduated from the University of Mississippi with a degree in Electrical Engineering. After spending seven years in computer sales with IBM in Memphis, TN, he joined ITEL in 1977, a tax leveraged leasing company out of San Francisco, to manage the Memphis, TN office. He then joined Econocom, a computer leasing company based in Memphis and after seven years became President. After Econocom was sold, he was recruited to Minneapolis, MN to run Bell Atlantic Computer Products, a telecom and computer engineering and leasing company owned by Bell Atlantic. After he sold this company for Bell Atlantic and twenty plus years in the leasing business, Jack returned to the South to open his own leasing company, Enterprise Financial Solutions, Inc. located in Little Rock, AR. Enterprise Financial focuses on vendor programs in the Southeast and Southwest regions of the US. Jack is married to Jennifer, has two stepchildren, and has been a member of NAELB for 10 years and is currently Past President of the Board of Directors. |
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Secretary
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Vicki Shimkus, CLP 425-373-4731 888-488-4702 Fax vshimkus@bsbleasing.com |
BSB Leasing 6 Inverness Ct East Ste 125 Englewood, CO 80112 http://www.bsbleasing.com |
| Vicki Shimkus, CLP has eighteen years experience in the equipment leasing industry. She started her career as Vicki Meier at Colonial Pacific Leasing in 1991 where she worked her way from an entry level position to a sales representative before leaving the company in 1998. She has held various positions including credit and sales at MetLife/GE and Financial Pacific Leasing. Vicki is currently the Western US Broker Relations Manager for BSB Leasing. Vicki resides in Washington state and is married with two young daughters. Vicki earned her CLP designation in 1998 and feels it has been an important tool in her finance career. She gets involved in promoting the CLP Foundation as much as possible and looks forward to continuing her support and service to the Board of the CLP Foundation. | ||
Treasurer
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John Rosenlund, CLP 503-721-3211 503-274-0439 Fax jrosenlund@pfsc.com |
Portfolio Financial Servicing Company 2121 SW Broadway, Suite 200 Portland, OR 97201 http://www.pfsc.com |
John has 29 years experience in Financial Services, with 25 years spent in small ticket and middle market equipment leasing with Colonial-Pacific, FirstCorp, MetLife Capital, Financial Pacific Leasing and most recently, Radiance Capital LLC as Chief Operating Officer. His primary responsibilities included management of the credit, underwriting, portfolio and marketing groups. John recently 8/2010, moved to Portfolio Financial servicing group in Portland,OR as director of Risk Management. John currently serves on the NEFA Board of Directors and served as Chairman of the ELA Credit & Collection Committee from 2002-2004 as well as Treasurer of the CLP Foundation. He has been a speaker and panelist at numerous industry conferences on collection techniques, equipment and legal account management and fraud prevention and is a seasoned instructor for with the Institute for Leasing Professionals. John has also authored several notable articles, including two published by the Monitor: Collection Best Practices—Good or just average? - and Client-Lawfirm Relationships—are they as productive as they should be? John was also a contributing author for the Certified Lease Professionals’ Handbook and the Handbooks most recent edition. |
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Past President
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Theresa Kabot, CLP 206-301-9960 206-301-9886 Fax tkabot@lease-it.com |
K2 Funding PO Box 17382 Seattle, WA 98127 http://www.k2fundinggroup.com |
Theresa began her career in commercial equipment financing and leasing at a Pitney Bowes subsidiary, Colonial Pacific Leasing, where she worked the funding side of the industry from credit and documentation to sales and marketing. She then went onto establish her own leasing company in 1996, located Seattle and earned her CLP designation that same year. She is an active member NAELB and NEFA, has served on the UAEL Board of Directors, volunteered on numerous committees with NEFA, UAEL and NAELB, instructed for the Institute for Leasing Professionals as well as NEFA education videos, and presents across the United States on “The Key to Cash Flow”. |
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Director
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Joseph G. Bonanno, Esq., CLP 781-391-7800 781-827-0866 Fax law@jgbesq.com |
Law Office of Joseph Bonanno 15 New England Executive Park Burlington, MA 01803 http://www.equipmentleasingexpertwitness.com |
Mr. Bonanno is in his fifth consecutive term as a Director of the CLP Foundation. He is one of only three Attorneys in the United States to have earned the CLP designation and is legal counsel to the National Association of Equipment Leasing Brokers. He has conducted workshops for the NAELB, Eastern Association of Equipment Lessors, the United Association of Equipment Leasing and taught the legal, documentation and collection portion of the master CLP review course. He has also been an instructor in leasing and commercial law for Massachusetts Continuing Legal Education. He has participated in instructional series for leasing executives from the former Soviet Union and the Kosovo Bankers Association, through The World Bank. He has written numerous industry related articles for Leasing Logic, The Monitor and World Leasing News. He has been an expert witness in equipment leasing litigation and has been named one of the 25 most influential people in the leasing industry by Leasing News online magazine. |
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Director
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Lawrence LaChance, CLP 508-351-6000 508-351-6095 Fax llachance@bankers-capital.com |
Bankers Capital 203 Southwest Cutoff Northborough, MA 01532 http://www.bankers-capital.com |
| Larry LaChance is the President of Bankers Capital located in Northborough, Massachusetts. Since 1983 Larry has been financing commercial equipment for small start-up privately owned companies all the way up to Fortune 500 corporations. His expertise is in creative, non conventional, custom tailoring his equipment financing to meet the cash flow needs of the individual business. Since Bankers Capital is located in Massachusetts, 50% of the clients are located in the New England area, but has provided financing to clients in 45 of the 50 states as well as Mexico. In 2006 Larry was named Business Person of the Year by the Marlborough Chamber of Commerce. He has served on the Board of Directors of the United Association of Equipment Lessors and previously a director on the Board of Directors for a local Credit Union for 10 years. Currently Larry serves n the Board of Directors of the Marlborough Regional Chamber of Commerce and The Marriott Custom House in Boston, he is also a member of the Marlborough Chapter of BNI International. Larry resides in the Worcester Massachusetts area with his wife Sandra. | ||
Director
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D. Paul Nibarger, CLP 310-541-8609 310-377-1574 Fax nibarger@cox.net |
Nibarger Associates 7310 Via Marie Celeste Rancho Palos Verdes, CA 90275-4405 |
| D. Paul Nibarger, CLP is Managing Director of Nibarger Associates, an investment banking firm that specializes in providing commercial borrowers with advice and services regarding project and equipment financing. Since its founding in 1983, Nibarger Associates has provided its clients with creative solutions for various traditional and difficult-to-finance projects. Using its broad base of experience in equipment leasing and debt markets, Nibarger Associates delivers the capital its clients need for profitable expansion. The firm is a member of ELFA and NAELB with a CA Finance Lender/Broker license, # 603-8622. Paul serves on the boards of the CLP Foundation and NAELB. | ||
Director
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Donna Wesemann, CLP 877-969-7252 800-786-0023 Fax donna.wesemann@susquehanna.net |
Susquehanna Commercial Finance, Inc. 1566 Medical Drive, Suite 201 Pottstown, PA 19464 http://www.susquehanna.net |
Donna M. Wesemann is Vice President of Sales for Susquehanna Commercial Finance, Inc. She has strong business and marketing experience with accountability and responsibility for business development and the hiring, training and expansion of the sales team for Susquehanna Commercial Finance, Inc. She has over 25+ years in the leasing industry. Since joining Susquehanna Commercial Finance, Inc., in 1999 and being promoted to the position of Vice President, she has held the position of Director of Broker Services, National Account Manager and Sales Manager. Before joining Susquehanna Commercial Finance, Inc., she served as the Director of Sales, Asset Based Lending Group for National Penn Bank. Prior to that, she was the Vice President of American Business Leasing. She was hired to form a leasing division for American Business Financial Services and launched ABFS into the leasing market. Major career accomplishments include:
Donna served on the Small Ticket Business Council Steering Committee and the Membership Marketing Committee for the ELA and has had affiliation in the past with the EAEL and NAELB Associations. |
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Director
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Rosanne Wilson, CLP 503-626-3486 503-626-1631 Fax rosanne@1stindependentleasing.com |
1st Independent Leasing, Inc. 3800 S.W. Cedar Hills Blvd. Ste. 165 Beaverton, OR 97005 http://www.1stindependentleasing.com |
Rosanne Wilson, CLP, began her leasing career in 1975 with Trans America Financial Services. In 1990, after gaining confidence and experience, she founded 1st Independent Leasing, Inc. in Beaverton, OR. Her company is a full service national leasing brokerage and handles all types of equipment leasing markets, as well as provides SBA Loan assistance. Always active in the leasing industry, 2009 marks Rosanne's fifth year as Treasurer on the Board of Directors of the NAELB. Leasing News recognized her with a nomination for the “Most Influential Women In Leasing” Award in 2009. |
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Director
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Joe Woodley, CLP 760-668-3520 714-389-0501 Fax jwoodley@westovercapcorp.com |
Westover Capital Corporation 78-365 Hiway 111 #307 La Quinta, CA 92253 http://www.westovercapcorp.com |
Effective January 8, 2010 | ||