National Equipment Finance Association (NEFA)

Our team is looking forward to seeing industry colleagues & friends at this great charity event, which leads into the 2024 NEFA Fall Conference.

Join us as we kick off the 2024 NEFA Fall Conference with the opportunity to give back at our charity event, "Monday Night Lights." It’s the perfect way to unwind while supporting two amazing causes - Folds of Honor - Indiana and the Chris Walker Education Fund. Enjoy a fun-filled evening with your peers as we watch the Monday Night Football game, savor delicious food and drinks, and compete in yard games, all for a great cause. Your participation will help make a meaningful difference, so throw on your favorite team's jersey and join us for a night of fun and philanthropy! . Still need to register for the Conference? Click here: https://cvent.me/l30E9Z . Thank you to our committee to helping us plan a great event! Sean Scampton, Shawn R. Smith, Laura Reed, Laura Carini, Danielle Dolloff, David Gruber, Jaimie Haver, CLFP, SHRM-SCP, Mikki Henkelman, CLFP, Freddy Jalilvand, CLFP, Tim McConnell, CLFP, Sean McKenna, Travis Melchior, Kim King, CLFP . #nefa #fallconference #nefagivesback #charity #foldsofhonor #veterans

Join us on September 17th to discuss accounting & finance! Our moderators, Anne Dalgaard, CPA, CLFP and Travis Whiting, will lead the discussion on accounting and finance issues that the equipment finance industry faces. Register Here: https://cvent.me/yyEmeq . A few main topics we will be covering will be: - Financial Prep: Audit vs Review vs Compilation - Impact of AI/Technology - Resources available - Staffing challenges  . Please note, this is available for NEFA members only. If you are interested in becoming a NEFA member to take advantage of this exceptional opportunity, please contact hkroll@nefassociation.org . #nefa #equipmentfinance #alwayslearning #accounting #finance

Join us tomorrow, September 12th at 11:00am ET to learn more about the NEFA discounts offered to member companies on group health insurance and retirement plans. Tucker Rohde and Holly Bloom will discuss Cannaday Bloom Wealth and Insurance's partnership with NEFA, results they've had in the past with current members, and their employee engagement services that set them apart.  . Register Here: https://lnkd.in/gDqP3F3R . #nefa #memberbenefits #cannadaybloom #equipmentfinance #healthplans #retirement

Join us for a fun-filled evening of bowling and networking at the Midwest Regional Event on September 19th! Whether you’re aiming for strikes or just looking to connect with fellow professionals, this is the perfect opportunity to enjoy some friendly competition and build valuable relationships. Don’t miss out — mark your calendar and roll into Kansas City with us! . Register Here: https://cvent.me/29QkRq . Thank you to all our sponsors! Pawnee Leasing Corporation, Great American Insurance Group, Solifi

The fourth and final course is now available in the four part series presented by Sudhir Amembal and Bob Rinaldi, CLFP. This series is designed to give background on the foundational information of equipment finance. All sessions are no cost to NEFA Members. For non-members, each course is $195. If you are interested in purchasing these courses or joining NEFA membership, please contact hkroll@nefassociation.org. . Course 4 is entitled How Equipment Finance Companies Make Money.  This course is broken down into four sections; types of leasing companies, credit models & processes, business models, and financial statement differences in income generation methods. . Follow the link to view the all four courses and download the corresponding workbooks in the NEFA Community. https://lnkd.in/ePRFcvZt . We hope you found this course valuable and look forward to providing more educational content in the future! . Thank you to our education committee! Skip Wehner, Kayla P., Beth McLean, CLFP, Robert Hornby, Anne Dalgaard, CPA, CLFP, John Pfister, CLFP, Tamara McCourt, CCE, CLFP

🗓 Due to unforeseen circumstances, we had to reschedule the Strategy Knowledge Exchange to August 27th. Our moderator, Scott Wheeler, will lead the discussion on strategy and solutions for the equipment finance industry. A few main topics we will be covering will be: - The State of the Industry - Introducing Brokers to Sales Strategies for 2024 and Beyond - Learn How to Adapt to the Evolving Landscape and Stay Ahead of the Competition in the Coming Years If you registered for the Knowledge Exchange last week, you are all set! If you want to join us, click here to register and save your spot! https://cvent.me/ez09Zo . Please note, this is available for NEFA members only. If you are interested in becoming a NEFA member to take advantage of this exceptional opportunity, please contact hkroll@nefassociation.org . #nefa #equipmentfinance #alwayslearning #sales #strategy

Did you miss out on the educational sessions that were provided at the 2024 Midwest Regional Meeting? The recording is now available in the NEFA Community. 🎉 https://lnkd.in/gd-mTsMS . The first session is entitled, "Broker to Discounter: Introductory Discussion and Operational Considerations". The second session begins at 44:33 and is entitled, "Broker to Discounter: Oakmont Capital Services - A Success Story". . #nefa #regionalmeeting #alwayslearning #equipmentfinance #brokertodiscounter

Join us on August 20th to discuss strategy! Our moderator, Scott Wheeler, will lead the discussion on strategy and solutions for the equipment finance industry. A few main topics we will be covering will be: - The State of the Industry - Introducing Brokers to Sales Strategies for 2024 and Beyond - Learn How to Adapt to the Evolving Landscape and Stay Ahead of the Competition in the Coming Years Click here to register and save your spot! https://cvent.me/ez09Zo . Please note, this is available for NEFA members only. If you are interested in becoming a NEFA member to take advantage of this exceptional opportunity, please contact hkroll@nefassociation.org . #nefa #equipmentfinance #alwayslearning #sales #strategy

The third course is now available in the four part series presented by Sudhir Amembal and Bob Rinaldi, CLFP. This series is designed to give background on the foundational information of equipment finance. All sessions are no cost to NEFA Members. For non-members, each course is $195. If you are interested in purchasing these courses or joining NEFA membership, please contact hkroll@nefassociation.org. Course 3 is entitled It’s About the Equipment.  This course is broken down into three sections; the role of equipment, the top 12 equipment types, and the attributes of each equipment type. . Follow the link to view the third course and download the corresponding workbook in the NEFA Community. https://lnkd.in/ePRFcvZt . The final course will be available the week of August 26th. We hope you find this content valuable! . Thank you to our education committee! Skip Wehner, Kayla P., Beth McLean, CLFP, Robert Hornby, Anne Dalgaard, CPA, CLFP, John Pfister, CLFP, Tamara McCourt, CCE, CLFP.