The Certified Lease & Finance Professionals' Handbook 6th Edition

It was an honor to be chosen by the CLFP Foundation to author and produce this new resource for commercial equipment finance and leasing professionals.



The Certified Lease and Finance Professionals' Handbook Sixth Edition is now available. An essential guide to the industry for professionals seeking CLFP certification.


Framework for Understanding Equipment Finance Software


So many options, so many choices. 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.