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2024-2026 NEFA Strategic Plan Executive Summary More Information
AI Virtual Series: Part 2 - AI and Equipment Finance AI Virtual Series: Part 2 - AI and Equipment Finance - Panelist: RJ Grimshaw Takeaways: - AI Foundations, Definitions, Lexicon - Examples using AI - High level overview of ChatGPT; Claude; Gemini; Perplexity; Copilot More Information
AI Virtual Series: Part 3 - CRIT (Context, Role, Interview, Task) AI Virtual Series: Part 3 - CRIT (Context, Role, Interview, Task) - Panelist: RJ Grimshaw Takeaways: - CRIT Framework - Lie Examples using CRIT More Information
Beyond Compliance: Practical Approaches to Section 1071 and Financial Disclosures More Information
Broker to Discounter - Documentation 2025 Spring Conference Broker to Discounter Series: Documentation - Panelists: Tamara McCourt, CLFP, Andy Alper, Jaimie Haver, CLFP Takeaways: - Legal considerations on documentation - Operational insights on documentation More Information
Broker to Discounter Educational Sessions 2024 Midwest Regional Meeting More Information
Build a Better Borrower and Vendor Experience with Embedded Finance More Information
Calvin Stovall - Keynote Presentation More Information
Calvin Stovall Webinar More Information
Collections Conversations: Unveiling Asset Valuation Trends for Operational Efficiency More Information
Course 1 - Industry Overview & Products Offered Video & Workbook Foundation of Equipment Finance: Course 1 - Industry Overview & Products Offered - Panelists: Sudhir Amembal; Bob Rinaldi Takeaways: - Educational overview of industry More Information
Course 2 - Equipment Finance Benefits Video & Workbook Foundation of Equipment Finance: Course 2 - Equipment Finance Benefits - Panelists: Sudhir Amembal; Bob Rinaldi Takeaways: - Educational overview of industry - Focus on benefits of financing equipment More Information
Course 3 - It's About the Equipment Video & Workbook Foundation of Equipment Finance: Course 3 - It's About the Equipment - Panelists: Sudhir Amembal; Bob Rinaldi Takeaways: - Educational overview of industry - Focus on importance of equipment More Information
Course 4 - How Equipment Finance Companies Make Money Video & Workbook Foundation of Equipment Finance: Course 4 - How Equipment Finance Companies Make Money - Panelists: Sudhir Amembal; Bob Rinaldi Takeaways: - Educational overview of industry - Focus on business models of in More Information
Crediting Big Picture: How to Avoid the Danger Zone & Fly High More Information
Data Creates Fertile Ground for Originators: Growth and Funding 2025 Fall Conference Data Creates Fertile Ground for Originators: Growth and Funding - Panelists: Scott Nelson; Ofer Horn; Quade Koffler; Justin Vogel Takeaways: - Importance of data with all aspects of lending (origination, credi More Information
Don't Bite the Dust in Portfolio Management More Information
Dr. Tana Session - DE&I Knowledge Exchange More Information
Economic Update - Nov 2023 Elliot Eisenberg, Ph.D. Webinar More Information
Equipment Market Reports 2023 \| Sandhills Global More Information
Equipment Market Reports 2024 \| Sandhills Global More Information
Establishing a Sales Strategy and Team for 2024 and Beyond More Information
From Broker to Discounter: Operational Considerations More Information
From Roots to Results: Growing Your Career in Equipment Finance 2025 Fall Conference From Roots to Results: Growing Your Career in Equipment Finance -Panelists: Scott Wheeler; Tom Williams; Josephine Henn Takeaways: - Opportunities - Industry involvement - Future More Information
Generational Competencies: Managing the Multigenerational Workforce Dr. Tana Session More Information
Hold Onto Your Cowboy Hat, Section 1071 is Coming - Are You Ready? More Information
Keynote - Jim McCann 2025 Spring Conference More Information
Keynote - Robert Christiansen 2025 Spring Conference More Information
Keynote Speaker: Chad Williams SEVEN: Battle-Tested SEAL Team Leadership Protocols - Panelists: Chad Williams Takeaways: - Motivation - Leadership protocols - Regaining composure - Executing under stress 4.2026 More Information
Knowledge Exchange - Strategy More Information
Knowledge Exchange: Asset/Portfolio Management (2026) Knowledge Exchange: Asset/Portfolio Management (2026) - Panelist: Gerry Weston, CLFP Takeaways: - Early term indicators - Portfolio Management team philosophies - Procedural examples More Information
Knowledge Exchange: Legal Update (2026) Knowledge Exchange: Legal Update (2026) - Panelist: Marshall Goldberg; Hal Goldflam; Ken Greene; Andrew Voorhees Takeaways: - Legal based discussion regarding risks with AI - Liability; cyber security; fraud, SOP's, etc. More Information
Knowledge Exchange: Collections (5.20.25) May 2025 Knowledge Exchange More Information
Knowledge Exchange: Economic Update (2.20.25) Feb 2025 Knowledge Exchange More Information
Knowledge Exchange: HR (4.22.25) Apr 2025 Knowledge Exchange More Information
Knowledge Exchange: Human Capital & Culture Three C's for Leading in Turbulent Times - Panelists: Lori Frasier Takeaways: - Focus on the “3 C’s”— Connection, Candor, and Clarity - Leaders can drive trust and alignment through practical, immediately applicable communication s More Information
Knowledge Exchange: Industry Pulse (1.20.26) Industry Pulse: What Will 2026 Look Like for Equipment Finance? - Panelists: John Pfister CLFP; Kayla Perlinger CLFP; Brij Patel; Todd Wainwright Takeaways - 2025 insights - 2026 predictions More Information
Knowledge Exchange: Leadership (10.21.25) The Generational Shifts in Leadership Styles - Panelists: Cory Krogen; Nick Walker; Nate Ford; Ron Elwood Takeaways - Presented by Rising Professionals Committee - Leadership styles: Now vs Then - List of must read books More Information
Knowledge Exchange: Marketing (3.17.26) NEFA Marketing Toolkit Live: Practical Tactics for Busy Teams - Panelists: Erin Brown; Robyn Beltrand; Cori Drake; Iain Gomersall; Alice Rehm Takeaways: - Practical marketing tactics - Defining target audiences - A/B testing More Information
Knowledge Exchange: Marketing (3.18.25) Mar 2025 Knowledge Exchange More Information
Knowledge Exchange: Operations (2.17.26) Designing Operations for Change , Not Just Speed: - Panelists: Bradon Marshall; Stephanie Costa CLFP; Daryn Lecy CLFP; Ashley Cook CLFP Takeaways: - Project Management; Process Change; AI; Machine Learning; Adoption - Rethinking op More Information
Knowledge Exchange: Sales (7.15.25) Jul 2025 Knowledge Exchange The Power of the Conversation: Building Trust and Driving Sales - Panelists: Jaimie Haver, CLFP; Kit West Takeaways: - Sales prospecting - Building trust More Information
Knowledge Exchange: Strategy (9.16.25) From Overwhelmed to Empowered: Building Your Tech Strategy in Equipment Finance - Panelists: Rohan Marfatia; Frank Swann; Kent Rarick; Chris Johanneson Takeaways: - Practical guidance - Real world learning with demo" More Information
Knowledge Exchange: Technology (12.16.25) Empowered to Execute: Implementing Technology in Equipment Finance - Panelists: Rohan Marfatia; Nick Fong CLFP; Steven Holben CLFP; Chris Johanneson; Kent Rarick Takeaways - Takeaway plan for implenting technology - Examples and More Information
Knowledge Exchange: Workforce Dynamics (11.18.25) November 2025 Knowledge Exchange RISE Together: Building Stronger Teams Across Generations, Cultures, and Backgrounds - Panelists: Veronica Matthews Takeaways - Presented by RISE Committee - Generational differences - More Information
Leadership Flyby: Outlook & Trends for the Equipment Leasing & Finance Industry More Information
Legal Insights: Best Practices in AI, Bankruptcy, and Litigation Legal Insights: Best Practices in AI, Bankruptcy, and Litigation - Panelists: Andy Alper; Cory Simmons; Deirdre Richards; Michael Stephens Takeaways: - High level discussion on the impact of AI on a variety of legal topics More Information
Legal Update 2025 Spring Conference More Information
Marketing 101 Toolkit Looking for actionable insights and tools to master marketing in the equipment finance industry? You’re in the right place! This toolkit is modular and designed to help equipment finance professionals like you improve marketing skills, regardless of exper More Information
Marketing Value Prop 101 Marketing Value Prop 101 - Panelists: Erin Brown; Alice Rehm Takeaways: - Hands on marketing workshop with NEFA Marketing Committee - Value Proposition creation 4.2026 More Information
Maximizing the Employee Experience: Leadership's Participation and Contribution to their Team More Information
Module 1 - The Big Picture Video & PPT More Information
Module 2 - Credit Data & Scoring Video & PPT More Information
Module 3 - Credit Package More Information
Module 4 - Exploring the Intricacies of Financial Statements and Tax Returns More Information
NEFA's Executive Experience "An Update on US Banks presented by Bill Moreland, BankRegData" NEFA's Executive Experience "An Update on US Banks presented by Bill Moreland, BankRegData" - Panelist: Bill Moreland - FDIC data - Bank analysis More Information
Plenary - Commercial Equipment Finance - Past, Present, Future 2025 Spring Conference More Information
Plenary Session: From Seed to Summit (Fall Conference 2025) Plenary Session: From Seed to Summit - Panelists: Paul Fogle, CLFP, Alecia Kramer, Josh Power, Brylee Horning, CLFP Takeaways - Paths taken in careers - Experiences gained, lessons learned, pivotal moments More Information
Plenary Session: The US Economy - Remarkably Resilient (4.2026) The US Economy - Remarkably Resilient (4.2026) - Panelists: Elliot Eisenberg, Ph.D Takeaways: - Overview and outlook of US Economy More Information
Practical AI and Technology for Small Business 2025 Spring Conference Practical AI and Technology for Small Business - Panelists: RJ Grimshaw, Josh Power, John Sokol Takeaways: - Practical AI/Tech solutions for small biz - Focus on affordability and impact More Information
Regulatory Roots: How Today's Legislation Shapes Tomorrow's Results (legal update) 2025 Fall Conference Regulatory Roots: How Today's Legislation Shapes Tomorrow's Results (legal update) Panelists: Sara Costanzo; Andrew C Voorhees; Joshua A Hasko; Andrew Alper; Mark W Stout Takeaways: - Bankruptcy impact More Information
Revolutionizing Equipment Finance Sales with AI Tactical Tools in Action 2024 Fall Conference More Information
Rodeo Talk: AI - What is it and how do I get started? More Information
Rooted in Process: How Modern Lenders Work 2025 Fall Conference Rooted in Process: How Modern Lenders Work -Panelists: Joe Franco; Tim Appleget; Quentin Cote; Kristian Dolan Takeaways: - What dealers want from lenders - Customer portals (self service) - Data and More Information
Saddle up & Settle In for Best Practices for Preventing & Detecting Fraud More Information
Smart Spending, Big Impact: Maximizing Marketing on a Budget More Information
Soaring to New Heights - Takeoff of State Commercial Financial Disclosures Law More Information
Success Stories - Chris Enbom/AP Equipment Financing Success Story: Chris Enbom and AP Equipment Financing - Panelist: Chris Enbom, CLFP Takeaways: - Story arc of Chris Enbom and the AP Equipment Financing history More Information
Success Stories - Oakmont 2024 Regional Meeting More Information
The Authenticity Formula - Hilary Bilbrey 2025 Spring Conference More Information
The Next Generation of Marketing Navitas Credit Corp. Webinar More Information
The Next Thing: The Process (and Art) of Finding Opportunity 2025 Spring Conference More Information
The Professional Broker/Lessor Education Series - Session 2 of 7: Originations and Sales The Professional Broker/Lessor Education Series - Session 2 of 7: Originations and Sales - Panelists: Scott Wheeler, CLFP Takeaways: - Industry overview - Origination channels - Originator/Funder relationship 4.2026 More Information
The Professional Broker/Lessor Education Series - Session 3 of 7: Structure & Pricing The Professional Broker/Lessor Education Series - Session 3 of 7: Structure & Pricing - Panelists: Scott Wheeler, CLFP Takeaways: - Pricing overview - Pricing and Structuring importance - Pricing and Structure examples More Information
The Professional Broker/Lessor Education Series - Session 4 of 7: Overcoming Objections The Professional Broker/Lessor Education Series - Session 4 of 7: Overcoming Objections - Panelists: Scott Wheeler, CLFP Takeaways: - Personal Value Proposition - Opening Statement - Talking points (examples) More Information
This Ain't Our First Rodeo - NEFA Masterclass Series: Credit Module 3 More Information
Thriving in the Age of Disruption - Strategic Planning that Creates Value and Lasting Impact (2.11.26) Strategic Planning and Panel Discussion - Panelists: Travis Whiting CLFP; Brent Hall CLFP; Adam Peterson; Shannon Smith CLFP Takeaways: - Strategic thinking and process - Panel discussion by industry leaders and how they think abou More Information
US Economy: The Pause and the Pivot, When? More Information

Categories

Hover over the tiles to view additional information about each session

2024-2026 NEFA Strategic Plan Executive Summary

AI Virtual Series: Part 2 - AI and Equipment Finance

AI Virtual Series: Part 3 - CRIT (Context, Role, Interview, Task)

Beyond Compliance: Practical Approaches to Section 1071 and Financial Disclosures

Broker to Discounter - Documentation

Broker to Discounter Educational Sessions

Build a Better Borrower and Vendor Experience with Embedded Finance

Calvin Stovall - Keynote Presentation

Calvin Stovall Webinar

Collections Conversations: Unveiling Asset Valuation Trends for Operational Efficiency

Course 1 - Industry Overview & Products Offered

Course 2 - Equipment Finance Benefits

Course 3 - It's About the Equipment

Course 4 - How Equipment Finance Companies Make Money

Crediting Big Picture: How to Avoid the Danger Zone & Fly High

Data Creates Fertile Ground for Originators: Growth and Funding

Don't Bite the Dust in Portfolio Management

Dr. Tana Session - DE&I Knowledge Exchange

Economic Update - Nov 2023

Equipment Market Reports 2023 | Sandhills Global

Equipment Market Reports 2024 | Sandhills Global

Establishing a Sales Strategy and Team for 2024 and Beyond

From Broker to Discounter: Operational Considerations

From Roots to Results: Growing Your Career in Equipment Finance

Generational Competencies: Managing the Multigenerational Workforce

Hold Onto Your Cowboy Hat, Section 1071 is Coming - Are You Ready?

Keynote - Jim McCann

Keynote - Robert Christiansen

Keynote Speaker: Chad Williams

Knowledge Exchange - Strategy

Knowledge Exchange: Asset/Portfolio Management (2026)

Knowledge Exchange: Legal Update (2026)

Knowledge Exchange: Collections (5.20.25)

Knowledge Exchange: Economic Update (2.20.25)

Knowledge Exchange: HR (4.22.25)

Knowledge Exchange: Human Capital & Culture

Knowledge Exchange: Industry Pulse (1.20.26)

Knowledge Exchange: Leadership (10.21.25)

Knowledge Exchange: Marketing (3.17.26)

Knowledge Exchange: Marketing (3.18.25)

Knowledge Exchange: Operations (2.17.26)

Knowledge Exchange: Sales (7.15.25)

Knowledge Exchange: Strategy (9.16.25)

Knowledge Exchange: Technology (12.16.25)

Knowledge Exchange: Workforce Dynamics (11.18.25)

Leadership Flyby: Outlook & Trends for the Equipment Leasing & Finance Industry

Legal Insights: Best Practices in AI, Bankruptcy, and Litigation

Legal Update

Marketing 101 Toolkit

Marketing Value Prop 101

Maximizing the Employee Experience: Leadership's Participation and Contribution to their Team

Module 1 - The Big Picture

Module 2 - Credit Data & Scoring

Module 3 - Credit Package

Module 4 - Exploring the Intricacies of Financial Statements and Tax Returns

NEFA's Executive Experience "An Update on US Banks presented by Bill Moreland, BankRegData"

Plenary - Commercial Equipment Finance - Past, Present, Future

Plenary Session: From Seed to Summit (Fall Conference 2025)

Plenary Session: The US Economy - Remarkably Resilient (4.2026)

Practical AI and Technology for Small Business

Regulatory Roots: How Today's Legislation Shapes Tomorrow's Results (legal update)

Revolutionizing Equipment Finance Sales with AI Tactical Tools in Action

Rodeo Talk: AI - What is it and how do I get started?

Rooted in Process: How Modern Lenders Work

Saddle up & Settle In for Best Practices for Preventing & Detecting Fraud

Smart Spending, Big Impact: Maximizing Marketing on a Budget

Soaring to New Heights - Takeoff of State Commercial Financial Disclosures Law

Success Stories - Chris Enbom/AP Equipment Financing

Success Stories - Oakmont

The Authenticity Formula - Hilary Bilbrey

The Next Generation of Marketing

The Next Thing: The Process (and Art) of Finding Opportunity

The Professional Broker/Lessor Education Series - Session 2 of 7: Originations and Sales

The Professional Broker/Lessor Education Series - Session 3 of 7: Structure & Pricing

The Professional Broker/Lessor Education Series - Session 4 of 7: Overcoming Objections

This Ain't Our First Rodeo - NEFA Masterclass Series: Credit Module 3

Thriving in the Age of Disruption - Strategic Planning that Creates Value and Lasting Impact (2.11.26)

US Economy: The Pause and the Pivot, When?