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Welcome to the CLFP Blog where CLFPs in Good Standing can submit discussions and news articles.
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  • Mon, October 16, 2017 2:48 PM | Reid Raykovich (Administrator)

    The Certified Lease & Finance Professional (CLFP) Foundation is pleased to announce that 22 individuals who sat for the 8-hour web-based exam have passed. The CLFP Foundation anticipates breaking the 500-member mark prior to 2018 which is the highest it has ever been.  The newest CLFPs are:

    1.       Katherine Adams, CLFP - BancorpSouth Equipment Finance
    2.       Amber Deffert, CLFP - Financial Pacific Leasing, Inc., an Umpqua Bank Company 
    3.       Brian Friedly, CLFP - Ascentium Capital LLC
    4.       Buck Hemphill, CLFP - BancorpSouth Equipment Finance
    5.       Misty Johnston, CLFP - Financial Pacific Leasing, Inc., an Umpqua Bank Company 
    6.       Sara Leung, CLFP - First American Equipment Finance
    7.       Hugh Telford Lindsay, CLFP - BancorpSouth Equipment Finance
    8.       Aaron Loum, CLFP - Arvest Equipment Finance
    9.       Paul MacDonald, CLFP Associate - Ascentium Capital LLC
    10.   George Muhoray, CLFP - Customers Commercial Finance
    11.   Christine Nelson, CLFP - Ascentium Capital LLC
    12.   Michael Pulito, CLFP- First American Equipment Finance
    13.   William John Rawding, CLFP Associate - Ascentium Capital LLC
    14.   Janice Schawillie, CLFP - First American Equipment Finance
    15.   Taryn Schawillie, CLFP Associate - First American Equipment Finance
    16.   Richard Scheib, CLFP - Ascentium Capital LLC
    17.   Samuel Smith, IV, CLFP - Customers Commercial Finance
    18.   Benjamin Stehle, CLFP - Direct Capital a CIT company
    19.   Michael Van Ryen, CLFP - Thermo Fisher Financial Services
    20.   Jason Warren, CLFP - BancorpSouth Equipment Finance
    21.   Benjamin Watts, CLFP - Ascentium Capital LLC
    22.   Lisa Wollney, CLFP - ESC Financial Services, Inc.

    Mr. Muhoray, Vice President at Customers Commercial Finance attended the Academy for Lease & Finance Professionals hosted by Ascentium Capital and stated, “I chose to seek the CLFP designation for multiple reasons: brush up on my skills; learn about new topics and concepts; and audit the course to see if it is something to consider for other employees.  All goals were met.”

    The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the equipment finance industry. There are currently 495 active Certified Lease & Finance Professionals and Associates. For more information, call Executive Director Reid Raykovich, CLFP at (206) 535-6281 or visit http://www.CLFPfoundation.org.


  • Mon, October 09, 2017 3:16 PM | Reid Raykovich (Administrator)


    Atlanta, GA (October 8, 2017) – Equipment financial professionals from across the US and Canada met for lively networking, focused educational sessions, and meetings with leading edge exhibitors at the National Equipment Finance Association’s 2017 Funding Symposium from October 4th through October 6th, at the JW Marriott Atlanta Buckhead Hotel.

    Chairperson for this year’s Funding Symposium was Bob Fisher, CLFP, of Ascentium Capital.  “NEFA Members are a fun group but they’re also very serious about their businesses and constantly eager to learn more” said Fisher.  “They’re also very willing to share their ideas so putting together the education program gave me a chance to work with a wide cross section of members on a wide range of topics.  I really enjoyed doing it.”

    According to NEFA Executive Director & CEO, Gerry Egan, this year’s Symposium set several new records for the close-knit group.  “We registered the largest number of people we’ve registered for a Funding Symposium, we had the most exhibitors we’ve had, we had the largest number of first time attendees and new members and we booked the most room nights we’ve ever booked at our conference hotel” said Egan.  “And on top of that, we had the most number of people stay until the very end!” he added.

    NEFA Officers and Directors Elected

    The Funding Symposium also serves as the official annual business meeting for NEFA and during the business lunch on Thursday, officers and directors were elected for the coming year.

    Elected as President and Board Chairperson was Mike Coon, of AMUR Equipment Finance.  “I am honored and privileged to have the opportunity to serve the National Equipment Finance Association as its President and Board Chairperson.  I look forward to working with the Board of Directors, the Executive Committee, Gerry Egan and the entire membership as we continue our impressive momentum as a first-class industry association” said Coon.

    Other officers elected were Marc Keepman, CLFP, of KLC Financial, Inc., as Vice President; Dennis Dressler, of Dressler & Peters, LLC, as Treasurer; and Daryn Lecy, CLFP, of Stearns Bank, as Secretary.  Stephanie Hall, CLFP, of BlackRiver Business Capital, will stay on as Immediate Past President.

    Elected as Directors were Joe Leonard, CLFP, of Oakmont Capital Services, LLC; Eric Alley, of LeaseTeam, Inc.; Kristian Dolan, CLFP, of Tamarack; Laura Carini, CLFP, Financial Pacific Leasing, Inc.; James Jackson, of The Alta Group; Guy Selinka, CLFP, of Streamline Financial; Scott Lipka, of Beneficial Equipment Finance Corp; and Adam Peterson, of Channel Partners Capital.

    Recognized for their Board service as their terms came to a close were Past President, Gary Souverein, of Pawnee Leasing Corporation; Gabe Jarnot, CLFP, of Northland Capital; Shane Davis, of Dedicated Commercial Recovery Inc; and Nick Ross, CLFP, of Western Equipment Finance.

    Outgoing President and Board Chairperson, Stephan Hall spoke to the attendees about how much the personal friendships she’s made, as well as the professional contacts have meant to her and thanked the group for the opportunity to have served in a leadership capacity.

    Chris Walker Memorial Member of the Year Award

    Named in honor of the late Chris Walker, a popular and passionate volunteer with NEFA, the Member of the Year Award is bestowed by the Executive Committee of the Board of Directors of NEFA to individuals whose service to the Association exemplifies the volunteer driven spirit of Chris and the whole group.

    This year, the Executive Committee honored NEFA Member, Kayla Perlinger, CLFP, of Stearns Bank, as the Member of the Year for her enthusiastic support and leadership in helping other members both contribute to and benefit from NEFA’s new Online Learning Center.

    “I am honored to receive the Chris Walker Member of the Year award” said Perlinger.  She added, “The sharing of ideas that NEFA offers, and learning from other members, continues to energize my volunteer efforts. I truly enjoy being a part of the creation and adoption of the Online Learning Center. Education is one of NEFA's core values, and the efforts of all members will be instrumental in making the platform effective.”

    NEW CLFP’s Introduced

    Reid Raykovich, Executive Director of the Certified Lease & Finance Professional Foundation, (CLFP), introduced a number of professionals who had earned their CLFP designation and presented them with their certificates at the business luncheon, too.

    NEFA Executive Director to Retire in 2018

    Also at the business luncheon, after reporting on the current strong condition of NEFA, Gerry Egan, the Executive Director & CEO, announced that he would be retiring next year.  “I agreed to step in to lead the association coming out of the recession because one of its predecessor associations and so many of the members individually had been so helpful to me in my own business before I retired from that” said Egan, whose wife, Jamie Egan, has also been a critical part of NEFA’s success as the Conference Manager.  “My wife and I are now calling this ‘retirement 2.0” he added.  “I think most people know this was never my career.  It was my goal, though, to get this organized and on track and in excellent financial condition and then turn it over to someone who can take it to even greater heights.  NEFA’s ready for that now” he said, “and Jamie and I are ready to spend more time traveling the country a bit more leisurely in our motorhome again.”

    Egan introduced a Transition Planning Committee he’s had working on this for over six months.  In addition to the NEFA Executive Committee, and Board Member, Joe Leonard, the planning team included from among the NEFA Membership Scott Wheeler, CLFP, of Wheeler Business Consulting; and William (Bill) Verhelle, of Harvard Partners LLC.  “I particularly want to thank Scott Wheeler and Bill Verhelle for helping us with this critical project” said NEFA Executive Director & CEO, Gerry Egan.  He added, “Scott Wheeler has such a great understanding of our membership, and, from his experiences running First American and his experiences working with other associations, Bill Verhelle has been a huge help to us.”

    NEFA, with the help of a professional consultant group, will be conducting a thorough search for its next Executive Director & CEO over the next few months.

    Fund Raiser for the Chris Walker Education Fund

    In addition to all the business, about 150 attendees went to a dueling piano bar one evening as part of a fund raiser for NEFA’s Chris Walker Education Fund.  All net proceeds go to the fund, which supports industry education efforts both within NEFA and throughout the industry.

     

    About National Equipment Finance Association

    The National Equipment Finance Association (NEFA) is a national association serving small to mid-sized independent equipment finance companies, lessors and brokers.  NEFA is a strong association offering enhanced educational programs and premium networking opportunities with broad geographic and industry segment diversity.  The mission of NEFA is to provide a forum for members to pursue personal and professional growth and promote ethical business practices through advocacy, networking and industry involvement.  For more information, visit: www.NEFAssociation.org or call: 847-380-5050.


  • Mon, October 09, 2017 9:22 AM | Reid Raykovich (Administrator)

    The Certified Lease & Finance Professional (CLFP) Foundation is very pleased to announce the 2018 CLFP Board of Directors.  They are:

    • ·        Rob Boyer, CLFP – BB&T Commercial Equipment Capital Corp. (ELFA-Appointed)
    • ·        Eric Bunnell, CLFP – Arvest Equipment Finance (NEFA-Appointed)
    • ·        Andrew Eller, CLFP – First American Equipment Finance (Elected)
    • ·        Chris Enbom, CLFP – Allegiant Partners (Elected)
    • ·        Nathan Gibbons, CLFP – First American Equipment Finance (Elected)
    • ·        Kevin Prykull, CLFP – PNC Equipment Finance (Elected)
    • ·        Pete Sawyer, CLFP – Sun South Equipment Leasing (NAELB-Appointed)
    • ·        Jason Seitz, CLFP – BMO Harris Equipment Finance (Elected)
    • ·        Marci Slagle, CLFP – SQN Capital (Elected)
    • ·        Amy Spragg, CLFP – Pacifica Capital (Elected)

    Jason Seitz, CLFP stated, " It’s an honor to have been selected by my peers to serve on the Board of the CLFP.  I’m very excited about the opportunity to build on the successes the Foundation has already accomplished.  I look forward to working with other members of the Board to ensure that the CLFP designation remains the most respected certification within the Finance industry.”

    The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the equipment finance industry. There are currently 482 Certified Lease & Finance Professionals and Associates throughout the world. For more information, call Executive Director Reid Raykovich, CLFP at (206) 535-6281 or visit www.CLFPfoundation.org.


  • Wed, August 30, 2017 6:00 AM | Reid Raykovich (Administrator)

    On August 24, 2017, Certified Lease & Finance Professionals (CLFPs) across the country gathered to celebrate their designation. The celebration kicked off earlier in the month when First American Equipment Finance prepared and served a meal at the American Cancer Society’s Hope Lodge.  Other events were held in Fort Smith, Houston, Bend, Milwaukee, Los Angeles, Minneapolis, Portland, Seattle, and Walnut Creek on August 24th and one more celebration is scheduled for next month in Chicago, IL.

    Joe Schmitz, CLFP, President at F.I.T. Leasing and Director of the CLFP Board of Directors stated, “We had an exciting CLFP Day in Southern California!  A mixed group of individuals from big and small companies came together to share stories, information and just plain have fun.  Amy Spragg, CLFP President, gave some great information on the growth of the Foundation and the plans for the future.  It was a wonderful time spent with some great people.”

    Added Lisa Genereux, CLFP, Account Executive for Dell Financial Services, “It was a wonderful gathering with Portland-area CLFPs.  It’s a great event that I look forward to every year.”

    The Foundation has added 88 CLFPs and Associates this year and there are still two Academies for Lease & Finance Professionals scheduled for 2017.  With 475 CLFPs and Associates, the Foundation’s membership will easily surpass 500 by the end of the year.

    The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the equipment finance industry. There are currently 475 active Certified Lease & Finance Professionals and Associates throughout the world. For more information, call Executive Director Reid Raykovich, CLFP at (206) 535-6281 or visit http://www.CLFPfoundation.org.


  • Tue, August 15, 2017 12:33 PM | Reid Raykovich (Administrator)

    The Certified Lease & Finance Professional (CLFP) Foundation is pleased to announce that David Gill has become the first Australian CLFP.  Mr. Gill is the CEO of the Commercial Asset Finance Brokers Association of Australia (CAFBA) and has been working with the CLFP Foundation with hopes to offer a comparable designation in Australia.

     

    Mr. Gill stated, “CAFBA sees education as the key to professionalism, and the pathway to a career as an equipment finance professional. After being introduced to the CLFP Foundation at a recent ELFA conference and reviewing the content it became immediately apparent that we needed to introduce it to Australia and become part of the international designation.  To view this firsthand I recently attended an Academy for Lease & Finance Professionals and came away extremely impressed with the content and learning objectives. CAFBA looks forward to working with the CLFP Foundation and adapting the program to local laws and conditions in Australia.”

     

    Amy Spragg, CLFP, President of the CLFP Board of Directors added, “The CLFP Foundation is thrilled to be expanding internationally and working with the CAFBA in creating a credential program for our Australian peers.  We look forward to consulting with them and modifying our current body of knowledge and exam to reflect their specific regulations, laws and products.  We truly believe that this is the beginning of a great collaboration between two organizations and a productive and positive new direction for the CLFP Foundation as it continues to thrive and grow.”

    The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the equipment finance industry. There are currently 464 active Certified Lease & Finance Professionals and Associates. For more information, call Executive Director Reid Raykovich, CLFP at (206) 535-6281 or visit http://www.CLFPfoundation.org.

  • Tue, August 01, 2017 3:37 PM | Reid Raykovich (Administrator)

    The Certified Lease & Finance Professional (CLFP) Foundation is pleased to announce that 17 individuals who attended the last two Academies for Lease & Finance Professionals (ALFP) have passed the 8-hour exam.  The first ALFP was in June and was co-hosted by Ivory Consulting Corporation and AP Equipment Financing in Walnut Creek, CA. The second ALFP was hosted by Orion First Financial LLC in Gig Harbor, WA in July.  The newest CLFPs are:

    1.       Douglas Czajkowski, CLFP – Senior Software Engineer, Ivory Consulting Corporation
    2.       Scott Thacker, CLFP – Chief Executive Officer, Ivory Consulting Corporation
    3.       Michael Brant, CLFP – Software Engineer, Ivory Consulting Corporation
    4.       Craig de Koning, CLFP – Finance Director, Tristate Machinery Equipment Finance, Inc.
    5.       Todd Benson, CLFP – Vice President, First American Equipment Finance
    6.       Eric Wanberg, CLFP Associate – Marketing Associate, AP Equipment Financing
    7.       William Mennesson, CLFP – Senior Credit Analyst, AP Equipment Financing
    8.       David Jueschke, CLFP – Senior Manager, Portfolio Servicing, AP Equipment Financing
    9.       Debra Wu, CLFP Associate – Accounting Operations manager, AP Equipment Financing
    10.   Chris Ivory, CLFP – Founder, Ivory Consulting Corporation
    11.   Raul Harnasch, CLFP – National Account Manager, AP Equipment Financing
    12.   Ben Nikbakht, CLFP – Software Engineer, Ivory Consulting Corporation
    13.   Stephen Brown, CLFP Associate – Accounting Specialist II, Orion First Financial LLC
    14.   Rachel Chesley, CLFP Associate – Business Development Coordinator, Western Equipment Finance
    15.   Quentin Cote, CLFP – Product Manager, Orion First Financial LLC
    16.   David Gill, CLFP – Chief Executive Officer, Commercial Asset Finance Brokers Association of Australia (CAFBA)
    17.   Kris Stellflug, CLFP – Partner, Corporate Financial Services, LLC

    Ivory Consulting Corporation now employs 12 CLFPs and their Founder, Mr. Ivory stated, “The CLFP over the last few years has become a very well recognized and honorary designation in our industry. As an industry leader, it is only natural that I become a CLFP - one leader supporting another leader. I'm so impressed, and I believe so much in the CLFP that I'm encouraging every employee of Ivory Consulting to become a CLFP.  

    Scott Thacker, CEO at Ivory Consulting Corporation and Vice Chair of the Equipment Leasing and Finance Foundation also added, “As a leader in the equipment finance industry, I believe one of my roles is to demonstrate my knowledge and support of the industry. Encouraging others to showcase their knowledge by studying for and passing the CLFP exam will not only strengthen the caliber of the people working in the industry, but will make it an attractive career option for others.

    The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the equipment finance industry. There are currently 462 active Certified Lease & Finance Professionals and Associates. For more information, call Executive Director Reid Raykovich, CLFP at (206) 535-6281 or visit http://www.CLFPfoundation.org.


  • Tue, May 30, 2017 1:58 PM | Reid Raykovich (Administrator)

    The Certified Lease & Finance Professional (CLFP) Foundation is pleased to announce that 25 individuals who sat through the 8-hour online CLFP exam during the month of May, have successfully passed.  They are:

    • Mark Belanger, CLFP – Executive Vice President/Chief Operating Officer, Beacon Funding Corporation
    • Chase Collins, CLFP Associate – Assistant Vice President, First American Equipment Finance
    • Roberta Condidorio, CLFP – Assistant Vice President, Marketing, First American Equipment Finance
    • Patrick Dolan, CLFP Associate – Senior Audit & Accounting Manager, ECS Financial Services, Inc.
    • Mazen Elrayes, CLFP – Senior Credit Analyst, First American Equipment Finance
    • Jed Evans, CLFP – Account Manager, Wells Fargo Equipment Finance
    • Drew Feller, CLFP – Senior Credit Analyst, BMO Harris Equipment Finance
    • Rebecca Gabor, CLFP Associate – Staff Accountant, Beacon Funding Corporation
    • Nathan Jakway, CLFP Associate – Assistant Vice President, Equipment Finance Specialist, First American Equipment Finance
    • Mike Jez, CLFP – Vice President, BMO Financial Group
    • Daniel Leis, CLFP – Senior Accountant, ECS Financial Services, Inc.
    • Nancy Maynard, CLFP – Senior Vice President, First American Equipment Finance
    • Toby McDonough, CLFP – President, Beacon Funding Corporation
    • Jenni Mott, CLFP – Portfolio Monitor, BMO Harris Equipment Finance
    • Greg Nicoll, CLFP – Supervisor, ECS Financial Services, Inc.
    • Ina Pantelejeva, CLFP – Senior Accountant, ECS Financial Services, Inc.
    • Steven Pearce, CLFP Associate – Staff Accountant, ECS Financial Services, Inc.
    • Stephanie Richards, CLFP – Business Development Consultant, Beacon Funding Corporation
    • Jason Seitz, CLFP – Vice President, BMO Harris Equipment Finance
    • Megan Trutt, CLFP – Assistant Vice President, First American Equipment Finance
    • Natalie Udvare, CLFP – Accounting Manager, Vice President, BMO Harris Equipment Finance
    • Sanjay Wadhwani, CLFP Associate – Senior Tax Manager, ECS Financial Services, Inc.
    • Dale Wallner, CLFP – Chief Financial Officer, Beacon Funding Corporation
    • Jenny Yan, CLFP – Staff Accountant, Beacon Funding Corporation
    • Carlie Yeandle, CLFP – Assistant Vice President, BMO Harris Equipment Finance

    “I wanted to take the CLFP to set myself apart from others in the Industry. With the CFLP being the only certification in our industry I couldn’t think of a better a way to do it,” states Mr. Seitz.  “Also, I think sometimes we all get caught up in our specific roles within our own Company, whether it be Credit, Documentation, Accounting, and don’t take the time to realize the importance of all the other roles within an Equipment Finance Company.  This certification really brings it all together.”  Mr. Seitz was one of seven individuals from BMO Harris Equipment Finance who attended the Academy for Lease & Finance Professionals in Chicago which they co-sponsored along with ECS Financial Services. 

    The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the equipment finance industry. There are currently 444 active Certified Lease & Finance Professionals and Associates. For more information, call Executive Director Reid Raykovich, CLFP at (206) 535-6281 or visit http://www.CLFPfoundation.org.


  • Wed, May 10, 2017 10:31 AM | Reid Raykovich (Administrator)

    Washington, D.C. – The Equipment Leasing and Finance Association (ELFA) has selected Robert Boyer, President of Susquehanna Commercial Finance, Inc. (soon to be renamed BB&T Commercial Equipment Capital Corp), to receive its 2017 David H. Fenig Distinguished Service in Advocacy Award. The award, named for ELFA’s former Vice President of Federal Government Relations, honors individuals who have made significant contributions to the association’s advocacy efforts to promote sound public policies for the equipment finance industry. Boyer will be formally recognized during a ceremony at ELFA’s Capitol Connections event on Wednesday, May 17, in Washington, D.C.

    ELFA President and CEO Ralph Petta said, “As the leading advocate for the equipment finance industry, ELFA plays a critical role in representing our industry before federal and state policymakers, regulators and standards-setting bodies. We wouldn’t be successful without the outstanding efforts of members like Rob Boyer. For more than a decade, Rob has worked tirelessly to help educate lawmakers about issues of concern to our industry, advancing the ELFA advocacy agenda and raising awareness of the value of the $1 trillion equipment finance industry to the U.S. economy. It is an honor to present this well-deserved award to Rob.”

     

    Boyer said, “It’s with honor and gratitude that I accept the David H. Fenig Distinguished Service in Advocacy Award. Government regulations and laws have profound impacts on our businesses. I believe that acting as an ambassador for our industry, clients and associates is a critical function of my role as a leader. Engaging in this process over the years with other leaders and our ELFA Government Relations team on state and federal issues has shown me that collectively and collaboratively, we are capable of shaping policy and orchestrating change. I would like to commend the ELFA and our Government Relations team for their dedication to continually enhancing our advocacy program. They truly punch above their weight-class.”

    • Boyer has worked in the equipment finance industry since 1995. He has been an active participant in ELFA and has supported the industry’s policy objectives in a number of ways. He has served as a member of LeasePAC, ELFA’s nonpartisan federal political action committee, working to increase member contributions to the PAC and consistently contributing to the PAC at the Chairman’s Club level. He also has been a steadfast participant in and promoter of ELFA’s annual Capitol Connections advocacy event in Washington, D.C., attending every year since 2004. At this event, Boyer has met with members of Congress and executive branch agencies, highlighting the value of equipment finance to the U.S. economy and the impact of legislative and regulatory proposals on the industry.
    • Boyer has also been active on the local level in his home district in Malvern, Pennsylvania, consistently nurturing relationships with his elected representatives. He has participated in local area industry roundtables with members of Congress and has hosted members of Congress at the offices of Susquehanna Commercial Finance. He also has attended fundraisers for his members of Congress on behalf of LeasePAC

    Currently Boyer serves as an Officer and Treasurer of ELFA and is a member of the association’s Executive Committee. Previously, he chaired the ELFA Membership and Small Ticket Business Council Steering Committees.

    In his current position as President of Susquehanna Commercial Finance, Inc. a wholly owned subsidiary of Branch Banking and Trust Company (BB&T), Boyer is responsible for developing and executing the strategic plan for the organization and has managerial responsibility for the Sales, Acquisitions and Syndications, Credit, Operations, Client Services and Support areas of the company. Since joining Susquehanna in 1998, Boyer has held positions of increasing responsibility, including Sales Executive, Syndications Manager, Senior Vice President of Acquisitions and Syndications and Executive Vice President.

    Boyer has spoken on behalf of the equipment finance industry and Susquehanna Commercial Finance at various events and interviews for published articles. He holds a bachelor’s degree from LaSalle University.

    About ELFA

    The Equipment Leasing and Finance Association (ELFA) is the trade association that represents companies in the $1 trillion equipment finance sector, which includes financial services companies and manufacturers engaged in financing capital goods. ELFA members are the driving force behind the growth in the commercial equipment finance market and contribute to capital formation in the U.S. and abroad. Its 580 members include independent and captive leasing and finance companies, banks, financial services corporations, broker/packagers and investment banks, as well as manufacturers and service providers. For more information, please visit www.elfaonline.org.

    ###


  • Tue, May 09, 2017 10:10 AM | Reid Raykovich (Administrator)

    Washington, D.C.—The Equipment Leasing and Finance Association (ELFA) has awarded Barry S. Marks, founding shareholder of Marks & Associates, P.C., the Edward A. Groobert Award for Legal Excellence. Mr. Marks received the award on May 8 at the ELFA Legal Forum in St. Pete Beach, Florida. ELFA Legal Committee Chair Allan Umans, VP & General Counsel at Pacific Rim Capital, Inc., presented the award to Mr. Marks in recognition of his significant contributions to the Association and the equipment leasing and finance industry.

    Since 1977, Mr. Marks has concentrated his legal practice in the areas of equipment leasing and finance and commercial lending and he has been an active member of ELFA for more than 30 years. He has served as a member of the association’s Legal Committee, which is a member and staff resource on a wide range of national and international legal issues impacting the equipment finance industry. He also has made many presentations and participated on numerous panels at the ELFA Legal Forum, an annual event for attorneys serving the equipment finance industry, and other ELFA events.

    In addition, Mr. Marks is an active member of ELFA’s LegalTalk, an e-mail discussion group where members post questions and exchange commentary on legal topics, sharing his industry expertise, insights and analysis on a wide range of legal issues important for equipment leasing and finance lawyers.

    A prolific author, Mr. Marks publishes a monthly newsletter and maintains the informative leaselawyer.com website.  He authored chapters in Matthew Bender’s Equipment Leasing and the Practicing Law Institute’s Equipment Leasing - Leveraged Leasing treatises and co-authored Power Tools for Successful Leasing, Technology Leasing: A Lessee Toolkit and Power Tools for Small Ticket Leasing, available from Leasing Power Tools Press. In addition, Mr. Marks serves on the Editorial Review Board for the Equipment Leasing & Finance Foundation’s Journal of Equipment Lease Financing as well as the review board for the LJN Equipment Leasing Newsletter and has contributed to numerous industry publications, including ELFA’s Executive Guide to Lease Documentation.

    Mr. Marks received a B.A. from Emory University (magna cum laude); a J.D. from the University of Florida (with high honors); and an LLM degree in Taxation from Emory University. He is a member of the Alabama State Bar, the Florida Bar and the State Bar of Georgia. Mr. Marks was the first lawyer to earn the Certified Lease & Finance Professional (CLFP) designation and has been active in promoting leasing education and ethical conduct for lawyers, business executives and others in the industry. He is a Director Emeritus of the National Association of Equipment Leasing Brokers and in 1999 he received the NAELB Bill Granieri Award for Education in Equipment Leasing.

    In addition, Mr. Marks is past President of the Alabama State Poetry Society, has been on the Board of Directors of the Alabama Writers Conclave and has published three award-winning books of poetry as well as numerous poems and short stories.

    The Edward A. Groobert Award for Legal Excellence is named for ELFA’s long-time Secretary and General Counsel Edward A. Groobert, who was active in the legal affairs of the association from the mid-1960s until his retirement in 2010.

    About ELFA

    The Equipment Leasing and Finance Association (ELFA) is the trade association that represents companies in the $1 trillion equipment finance sector, which includes financial services companies and manufacturers engaged in financing capital goods. ELFA members are the driving force behind the growth in the commercial equipment finance market and contribute to capital formation in the U.S. and abroad. Its 580 members include independent and captive leasing and finance companies, banks, financial services corporations, broker/packagers and investment banks, as well as manufacturers and service providers. For more information, please visit www.elfaonline.org.

    ###


  • Wed, April 19, 2017 5:34 PM | Reid Raykovich (Administrator)

    The Certified Lease & Finance Professional (CLFP) Foundation is pleased to announce that the 15 individuals who recently sat through the 8-hour online CLFP exam, have successfully passed.  Six attended the most recent Academy for Lease & Finance Professionals hosted by Patriot Capital Corporation in Atlanta, GA late last month.

    • 1.       Kim Adair, CLFP – Vice President of Finance and Accounting, Amur Equipment Finance
    • 2.       Mike Borelli, CLFP – Vice President of Sales, Patriot Capital Corporation
    • 3.       Alexander Goyins, CLFP – Director of Market Development, DLL
    • 4.       Michele Hiscock, CLFP – Lead Account Representative, Northland Capital Financial Services
    • 5.       Angie Jensen, CLFP – Collections Manager, Amur Equipment Finance
    • 6.       Bill King, CLFP – Vice President/Equipment Finance Specialist, Bancorp South Equipment Finance
    • 7.       Zack Miller, CLFP – Assistant Vice President – Project Manager, First American Equipment Finance
    • 8.       Mary Jo McCormick, CLFP – Lead Account Representative, Northland Capital Financial Services
    • 9.       Greg Pabich, CLFP – Director of Business Development, Northland Capital Financial Services
    • 10.   Jason Peryea, CLFP – Senior Financial Analyst, First American Equipment Finance
    • 11.   Chris Santy, CLFP – President, Patriot Capital Corporation
    • 12.   Ellyn Schueller, CLFP – Account Representative, Northland Capital Financial Services
    • 13.   Christopher Shifflet, CLFP – Senior Financial Analyst, First American Equipment Finance
    • 14.   Cassandra Smith, CLFP – Account Representative, Northland Capital Financial Services
    • 15.   Brooke Thompson, CLFP – Financial Analyst, First American Equipment Finance

    Ms. McCormick, one of nine CLFPs at Northland Capital Financial Services stated, “Being in the industry over 20 years, I knew there was much more to learn. Taking the CLFP course has provided me better insight to the many aspects that drive our business. I have full appreciation of the CLFP designation and am excited to share my experience, commitment and added value with my customers, partners and co-workers.”

    The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the equipment finance industry. There are currently 410 active Certified Lease & Finance Professionals and Associates. For more information, call Executive Director Reid Raykovich, CLFP at (206) 535-6281 or visit http://www.CLFPfoundation.org.


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