ILP 2-Day Course Scheduled for June 2012

May 1, 2012 in Uncategorized

Tuesday, June 26, 2012 – Wednesday, June 27, 2012

Great American Ins Group Tower
301 E. 4th Street
Cincinnati, OH  45202
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The Institute for Leasing Professionals, (ILP), is an educational outreach of NEFA, and conducts training programs designed by and for equipment leasing and financing professionals.
Hosted at the state of the art training facilities in the Great American Insurance Group Tower, this Institute for Leasing Professionals, (ILP), course is a two-day class that will dramatically accelerate your professional growth and success. Whether you’re new to the industry or an experienced pro wanting to tune up and refresh your professional skills, this fast paced, comprehensive course gives you all the knowledge you need to make a difference.
If you plan on pursuing the prestigious Certified Lease Professional certification, this course is the perfect exam preparation!  In fact, if you qualify in all other respects, the optional CLP Certification Exam can be arranged on the day following the course if requested in advance.
ILP Course Schedule:
  • Lease history, classification & Terminology
  • Marketing/Sales & Lessor/Vendor relationships & Lease vs. Buy
  • Lunch Break
  • Lease Law & Documentation
  • Sources of Financing
  • Credit Financial Statements


  • Financial Accounting
  • Collections
  • Lunch Break
  • Pricing/Math
  • Portfolio Management
  • Lease Company Management

*Thursday, (Optional)

  • The CLP Certification Exam may be arranged for Thursday, the 28th, with prior arrangements.

Click Here to Register Now…

The ILP is a dynamic program that has been modified based on the needs and preferences of the Association Members. Each segment of the Institute has been vigorously tailored to keep up with the changes in the leasing world. The NEFA Education Committee is responsible for continually updating the content of the ILP, which is trademarked property of NEFA.

The location Host Sponsor for this ILP program is:

For more details about the ILP programs, call:

  • John Rosenlund at: 503-721-3211
  • David Normandin at: 949.291.8587

CLP Prep-Course Scheduled for Oct. 2011

October 6, 2011 in Uncategorized

October 18-19, 2011

Day 1 – 8:00 a.m. – 5:00 p.m.

Day 2 – 8:00 a.m. – 5:00 p.m.

Day 3 – CLP Exam (Optional) *Additional fee.

$395 per person

Hosted by:

Great American Insurance, 15325 SE 30th Place, Suite 100, Bellevue, WA 98007

Click here to register


New *Free* teleseminar series

July 6, 2011 in Uncategorized

ILP is offering a series of three, free teleseminars for brokers and lessors looking for ways to re-energize their sales efforts in this re-emerging economy.

Things may be different today but that means it’s more important than ever that sales plans be built on solid sales principles and this series focuses on exactly that.  One of the industry’s most popular and practical sales trainers, NEFA Executive Director, Gerry Egan, will share proven ideas that anyone from the smallest individual broker to the largest sales organization can adopt to make their sales efforts more productive and, of course, more profitable. 

Read more about them…

Mark these three dates on your calendar: July 20th; August 3rd; and August 10th; and make sure you’ve got 45 minutes to an hour at 1:pm Eastern time; 10:am Pacific time on each of those days to take in a little shot of sales adrenalin!

Looking forward to September

June 19, 2011 in Uncategorized

I’ve had a sneek peek at the content being planned for NEFA‘s 2011 Funding Symposium at the Marquette Hotel in Minneapolis, MN, September 15-17, and it’s power packed!

We’ve all heard there’s plenty of funding back online now but knowing how to access it and use it within today’s market realities is a whole other thing.   Much of the educational content at the Funding Symposium will be focused directly on that.

NEFA’s also picked up several brand new funding source members this year so, in addition to the stalwarts we’ve come to depend on, the Funding Symposium will also be a great opportunity to meet the new players and get familiar with their offerings.

I hope to see you there!