Categories

  • All Products
  • Business Functions
  • Fundamentals
  • Personal Growth
  • Marketing
  • Operations
  • Originations

    • Hover over the tiles to view additional information about each session 

    Establishing a Sales Strategy and Team for 2024 and Beyond


    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
    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
    More Information

    Revolutionizing Equipment Finance Sales with AI Tactical Tools in Action

    2024 Fall Conference
    More Information
    More Information

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

    2025 Spring Conference
    More Information
    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
    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
    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
    More Information