Stonebriar Commercial Finance, Granite Park Three
Stonebriar Commercial Finance, Granite Park Three, 5601 Granite Parkway, Plano, TX 75024, USA

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Event Date Tue Sep 10 CDT - Thu Sep 12 CDT (about 2 years ago)
In your timezone (EDT): Tue Sep 10 9:00am - Thu Sep 12 1:00pm
Location Stonebriar Commercial Finance, Granite Park Three
5601 Granite Parkway, Plano, TX 75024, USA
Region Americas

Principles is designed to teach the fundamentals of personal property commercial equipment leasing and finance for entry-level personnel and/or individuals with business experience who have not had a complete overview of the leasing and finance business. Subjects address the "why" as much as the "how" to provide the participant with a strong foundation on how the leasing and finance business works and where their individual responsibilities fit in to the workflow.

Who Should Attend?
• Newly-hired staff, generally
• Operations and administration staff
• Newly-hired sales staff
• Marketing personnel
• Vendors/Vendor sales staff
• New ELFA members

After completing the workshop, participants will be able to:
• Define industry terminology
• Identify the tax, legal and accounting rules and regulations
• List the types of leases and loans, including structure and pricing
• Utilize a financial calculator to learn how pricing reflects the structure of a lease/financing
• Explain the current accounting requirements and discuss upcoming changes to the lease accounting rules
• Describe the benefits of equipment finance
• Identify the types of lease structures and how they fit the lessee needs
• Identify the types of equipment lease and finance institutions and how their requirements vary
• Describe the different types of legal entities and identify the required legal forms to complete a transaction
• Recognize and discuss fraud prevention and detections measures
• Identify the purpose, paperwork and people involved in each step of the lifecycle

Business casual attire is appropriate for this workshop.


2019 Spekaers

Gary Anderson
Independent Consultant