New! The Certified Lease & Finance Professionals' Handbook

The Certified Lease & Finance Professional (CLFP) designation is the preeminent credential for equipment leasing and finance professionals throughout the world who have demonstrated competency through testing of knowledge, continuing education and a commitment to their business practices and dedication to the industry. 

This book provides an in-depth analysis of the topics covered in the CLFP Body of Knowledge and exam for CLFP certification.


Framework for Understanding equipment finance technology

Finally, a box top for all of the pieces of the Equipment Finance Software Puzzle. For years, I have been drawing the same picture on client whiteboards to help them see and understand how the software pieces fit together in leasing and lending businesses.

In collaboration with Kristian Dolan of Tamarack Consulting, we created this guide to demystify the technology needed to operate an Equipment Finance (“EF”) company by providing a foundational framework for understanding equipment finance technology.  This guide will help you make informed decisions about your technology investments.


Expand your thinking about the future of the Industry

A mind expanding experience, I had the pleasure of helping a group of equipment finance industry executives to stretch their thinking about the future of the industry through design and facilitation of the 2017 Industry Future Council (IFC) as well as significantly contributing to the IFC report for the Equipment Leasing & Finance Association. 

"Successful industry leaders won’t use 2017 thinking to plan for 2025."

You can download the full IFC report for free here.