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    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
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    Broker to Discounter Educational Sessions

    2024 Midwest Regional Meeting
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    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
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    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
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    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
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    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
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    From Broker to Discounter: Operational Considerations


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    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
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    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
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    Plenary - Commercial Equipment Finance - Past, Present, Future

    2025 Spring Conference
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    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
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