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    2024-2026 NEFA Strategic Plan Executive Summary


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    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
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    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
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    Build a Better Borrower and Vendor Experience with Embedded Finance


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    Calvin Stovall - Keynote Presentation


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    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
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    Dr. Tana Session - DE&I Knowledge Exchange


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    Economic Update - Nov 2023

    Elliot Eisenberg, Ph.D. Webinar
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    Equipment Market Reports 2023 | Sandhills Global


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    Equipment Market Reports 2024 | Sandhills Global


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    Generational Competencies: Managing the Multigenerational Workforce

    Dr. Tana Session
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    Hold Onto Your Cowboy Hat, Section 1071 is Coming - Are You Ready?


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    Knowledge Exchange - Strategy


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    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.
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    Knowledge Exchange: Economic Update (2.20.25)

    Feb 2025 Knowledge Exchange
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    Knowledge Exchange: HR (4.22.25)

    Apr 2025 Knowledge Exchange
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    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
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    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"
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    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
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    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
    -
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    Leadership Flyby: Outlook & Trends for the Equipment Leasing & Finance Industry


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    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
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    Legal Update

    2025 Spring Conference
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    Maximizing the Employee Experience: Leadership's Participation and Contribution to their Team


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    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
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    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

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


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


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    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
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    US Economy: The Pause and the Pivot, When?


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