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Equipment Finance Advisor has partnered with industry and subject matter experts to provide topical information to our readers in an interactive blog format. We encourage our readers to provide comments and stimulate an on-going conversation with peers.

Technology Blog - Current information on how technology is transforming business of all types in various industries.

Sales Blog - Insights into the evolving dynamics and tools used to effectively sell products/services in various industries.

Careers Blog - Tips of finding your next career, HR Tips and general career advice in multiple industries.

From The Sales Blog Michael A. Toglia Mentoring – Up for the Challenge? Mentoring is hard, personally draining and time consuming – and it’s also another seemingly lost art form. Read Full Blog April 24, 2013, 07:00 AM Daniel P. Katz The Science and Art within the Technology of Selling “CRM is a strategy, process and technology that lets your company make the most of every sale by optimizing revenue and getting a better understanding of the customer’s needs.” Read Full Blog May 06, 2012, 11:00 AM Michael A. Toglia Pick Up the Phone! Imagine a world if you will, with no Internet – and all the information you need is NOT at your fingertips; a world where relationships are built by people actually talking to each other. Read Full Blog March 22, 2012, 05:00 PM [ View All Blogs in Sales ›› ]

From The Technology Blog Scott Nelson AI in Microsoft Office – “I want a new drug!” Tamarack Technology’s Scott Nelson shares his insights on the Microsoft Office AI product announcement and the impact of AI on productivity. Read Full Blog August 30, 2023, 07:00 AM David Woodroffe VIDEO INTERVIEW: David Woodroffe of FIS Global on Maximizing Technology Investments David Woodroffe, VP Product Management, Risk, Credit and Lending, FIS Global explains the importance of creating a true foundational technology strategy. Read Full Blog April 24, 2020, 07:00 AM William Wagner William Wagner, VP of Marketing, Cloud Lending Solutions on Innovation Wagner, Vice President of Marketing, Cloud Lending Solutions discusses how the equipment finance industry is currently in the beginning of the innovation cycle and the biggest challenges faced by many companies is the actual adoption of technology. Read Full Blog June 24, 2019, 07:00 AM [ View All Blogs in Technology ›› ]

From The Careers Blog Robert J. (Bob) Rinaldi A Journey Through Life in the Equipment Leasing & Finance Industry Industry leader Bob Rinaldi’s personal journey in life and experiences in the equipment finance industry exemplifies ‘knowing when to hold ‘em, and when to fold ‘em.’ Read Full Blog October 06, 2016, 07:00 AM Gni Grossman To Manage or Not To Manage, That Is The Question… I’m sure you have heard “You need management experience on your resume…” or “You need to manage to be promoted." To be a successful professional, you need to manage. Is this really true? Read Full Blog June 18, 2013, 07:00 AM Gni Grossman Why Can’t I Get a Promotion? Have you been at your job for more than a year and are wondering why you aren’t being considered for a promotion? Read Full Blog January 24, 2013, 07:00 AM [ View All Blogs in Careers ›› ]

From The Accounting Blog Matt Tepfenhart A Guide to FASB Lease Accounting Changes The Financial Accounting Standards Board earlier this year provided updates related to its October 2020 Targeted Improvements Exposure Draft. Read Full Blog April 19, 2021, 05:00 AM Tobey Wilson, CPA, CLFP Checking Your Work: 3 Ways That Financial Statement Audits Can Benefit Leasing Companies Tobey Wilson, of ECS Financial Services, on why sound accounting practices are a critical tool for successful lessors. Read Full Blog May 03, 2017, 07:00 AM Sean Torr & James Barker Lease Accounting – Lessors, Are You Prepared? When it comes to lease accounting standards, suffice it to say that there are many changes coming down the pipeline. Yet, some organizations feel unprepared to comply... Read Full Blog November 23, 2016, 07:00 AM [ View All Blogs in Accounting ›› ]

From The Asset Management Blog Brian Noble Declining Asset Values, Default Trends and What to Do About Them Brian Noble, CEO of Asset Compliant Solutions, writes lenders and lease finance companies can take measures to help manage the increased risks in their loan/lease portfolios. Read Full Blog March 08, 2023, 05:00 AM Michael Levison Repossessing Collateral? Know Your Repossession Agent For finance companies, recovering collateral can be complex, but with the right partner by your side, it is manageable. Read Full Blog October 01, 2020, 05:00 AM Katerina Jones Strong Case for Upgrading Trucks: Soft Benefits of Replacing Aging Equipment Katerina Jones of Fleet Advantage explains that upgrading aging equipment has both "hard cost" savings and "soft cost" benefits. Read Full Blog January 22, 2020, 05:00 AM [ View All Blogs in Asset Management ›› ]

From The Careers / Human Resources Blog Lori Frasier Lori Frasier of Key Equipment Finance on Career Development in Equipment Finance Lori Frasier, SVP of Strategy and Performance Management of Key Equipment Finance discusses the need to dedicate resources toward talent development in the equipment finance industry. Read Full Blog January 04, 2017, 07:00 AM RJ Grimshaw The Art of Mentoring Millennials in the Workplace Mentoring young guns takes an artist’s touch, and given the right information, mentoring Millennials will come as naturally as training Baby Boomers. Read Full Blog December 06, 2016, 07:00 AM Samuel N. Oliva, CPA, CMA, CLFP Automated Analytics and the Hiring Process: Big Data Comes to HR Metrics are transforming the business world and has even grown to include the human resources function, which is evolving before our eyes. Read Full Blog September 20, 2016, 07:00 AM [ View All Blogs in Careers / Human Resources ›› ]

From The Credit Underwriting Blog William Phelan William Phelan of PayNet on How Accurate Credit Data Aids in Defining Risk Tolerance William Phelan, President of PayNet on the importance of accurate credit data and the impact the credit gap among private businesses is having on the economy. Read Full Blog September 06, 2017, 07:00 AM [ View All Blogs in Credit Underwriting ›› ]

From The Collections Blog Shane Davis Where is the Fire Extinguisher? July 2015 isn’t a bad time to be in equipment finance. Sales are up, portfolios are growing at a record pace, delinquencies are down, and the small business sector is exploding... Read Full Blog July 07, 2015, 07:00 AM Anthony Lamm Readiness Strategies for a Downward Spiral of Delinquencies We all know that delinquencies are at an all time low. This doesn’t mean that there aren’t steps for your asset recovery and collection departments to take. Read Full Blog June 08, 2015, 07:00 AM Brett Boehm You Want to Pay Me Money for That? Seriously? Understanding how buyers determine the value of charged-off leases and non-performing loans can provide new opportunities Read Full Blog November 12, 2013, 07:00 AM [ View All Blogs in Collections ›› ]

From The International Blog Richard Ryan Europe -- Poised for Recovery? After being battered by recession and other crises, it’s easy to write Europe off as a spent force. Despite the gloom, there are grounds for optimism. Read Full Blog March 04, 2014, 03:00 PM Rafael Castillo-Triana Latin America: Independents Drive Growth With Leadership and Innovation Latin America’s leasing industry is on the edge of innovation and leadership with opportunities unfolding in several markets. Read Full Blog December 04, 2013, 07:00 AM Jonathan L. Fales Keeping Your Eye on China ... Why It’s Worth Watching The Alta Group’s Jonathan Fales has been fascinated by the Chinese equipment financing market for a number of years… Read Full Blog September 03, 2013, 07:00 AM [ View All Blogs in International ›› ]

From The Legal Issues Blog Al Davis Understanding the New Small Business Reorganization Act The Chapter V subsection of Chapter 11, known as the Small Business Reorganization Act, was designed to let smaller companies take advantage of bankruptcy restructuring laws in a way that is both faster and less expensive. Read Full Blog October 29, 2020, 05:00 AM Brett P. Garver Commercial Finance Licensing Legislation in New York State Merits Watching Brett Garver of Moritt Hock & Hamroff LLP writes that a proposed NY State law would create a licensing requirement for non-bank lenders and leasing companies. Read Full Blog February 07, 2020, 05:00 AM Robert S. Cohen, Esq. Documentation Changes for the Information Age Constantly changing technology and laws require updates to your lease and finance documents to ensure they meet current requirements, explains Robert S. Cohn, Esq., of Moritt Hock & Hamroff LLP. Read Full Blog September 19, 2019, 05:00 AM [ View All Blogs in Legal Issues ›› ]

From The Portfolio Management Blog Rick Borosky Navigating Regulatory Risk Across Jurisdictions: A Guide for Asset-Based Equipment Lenders Regulatory compliance is crucial for equipment finance companies. However, navigating the nuances between federal, state and local jurisdictions can be challenging and requires vigilance. Read Full Blog January 29, 2024, 07:00 AM Brett Boehm Selling and Buying Commercial Debt: An Industry Evolves Featured blogger Brett Boehm, of TBF Financial, on why equipment finance firms should be keeping an eye on the evolving commercial debt market. Read Full Blog March 14, 2018, 07:00 AM [ View All Blogs in Portfolio Management ›› ]

From The Sales/Business Development Blog James B. Freund Identifying Top Performing Sales People...Surprising Findings To assemble a team of Top Performers, start by forgetting everything you think know about hiring for sales Read Full Blog March 23, 2017, 07:00 AM Cramer Owen Life Cycle Economics & Full Service Leasing In the world of equipment financing, if you ask ten people to define the term “Life Cycle Economics”, you’re likely to get ten different answers... Read Full Blog April 02, 2014, 07:00 AM [ View All Blogs in Sales/Business Development ›› ]

From The Miscellaneous Topic Blog Sue Bury Social Fabrication: The New Normal? In today’s world, everybody has a story. Your gut may be your litmus test early on, but the only way to be certain in the search for truth is with a background check. Read Full Blog August 16, 2016, 07:00 AM Michael A. Toglia Act! Action Will Delineate and Define You Equipment finance professionals must exercise their constitutional right to be heard to secure the future of our industry. But in order to be heard, you need to take action… Read Full Blog June 01, 2016, 07:00 AM Michael A. Toglia The Year as Chairman of the ELFA for Bob Rinaldi Equipment Finance Advisor catches up with Bob Rinaldi who speaks about his experiences as Chairman of the ELFA in 2015. Read Full Blog February 17, 2016, 07:00 AM [ View All Blogs in Miscellaneous Topic ›› ]

From The Industry Insights Blog RJ Grimshaw Unveiling the Power of Mentorship: A Comprehensive Insight RJ Grimshaw provides a unique view of the long-term benefits creating and implementing mentoring programs in any organization. Read Full Blog January 16, 2024, 07:00 AM Jeff Lezinski Four Use Cases for AI in Asset Finance Jeff Lezinski of Odessa outlines some ways asset finance professionals can use AI to bolster their businesses. Read Full Blog January 05, 2024, 05:00 AM Tim Yalich How Much of the Equipment Finance Industry Has Digitized Its Back Office Entering the Final Stretch of 2023 Tim Yalich explains that adopting more digitalization in contracting and back-office workflow processes is away to achieve greater efficiencies. Read Full Blog December 07, 2023, 05:00 AM [ View All Blogs in Industry Insights ›› ]

From The Business Communications Blog Susan Carol Let Your Personality Emerge in Business Communications When striving to find your voice in social media, it’s important to have a grasp of the big picture. Read Full Blog March 26, 2013, 07:00 AM [ View All Blogs in Business Communications ›› ]

From The Professional Development Blog RJ Grimshaw Why Aren’t Companies Developing the Next Generation? RJ Grimshaw explains it is necessary to develop the next generation of leaders in order to have a sustainable business. Read Full Blog September 23, 2022, 05:00 AM Michael A. Toglia Teaming Up to Create a CEO Financial Benchmarking Service In March, Rinaldi Advisory Services and ECS Financial Services announced the rollout of a new innovative financial tool for CEOs and principals of equipment leasing and finance companies. Read Full Blog March 31, 2021, 05:00 AM RJ Grimshaw The Cost of NOT Including "Intrapreneurs" in Your Company Featured blogger R.J. Grimshaw offers the latest perspectives on fostering innovation by targeting employees with the character traits suited for intrapreneurship. Read Full Blog June 04, 2018, 07:00 AM [ View All Blogs in Professional Development ›› ]

From The Appraisals Blog Sam Giffin The Case for Orderly Liquidation Value Standards Informa’s Sam Giffin on the pros and cons of using the Orderly Liquidation Value (OLV) metric for heavy equipment valuations Read Full Blog July 06, 2017, 07:00 AM Joseph Santora, ASA Choose Your Equipment Appraiser Wisely Why is it so important to hire a qualified appraiser? When it comes to appraising, there is no room for error. Therefore it is critical to choose your equipment appraiser wisely. Read Full Blog May 20, 2015, 07:00 AM Jeff Tanenbaum Pharma vs. Nutraceutical: Different Sectors, Different Needs Understanding equipment use is as important as its specs when it comes to market recovery. Pharma vs. nutraceutical sectors offer a case in point. Read Full Blog March 19, 2014, 07:00 AM [ View All Blogs in Appraisals ›› ]

From The Economy Blog Len Neuhaus, CPA Economic Uncertainty Drives Changes to Leasing of Long-Lived Assets Leasing will proliferate in the new COVID-19 environment businesses are facing. Read Full Blog May 04, 2020, 07:00 AM Barry Kastner The ABC’s of Interest Rate Hikes Bibby Financial Services’ Barry Kastner explains how equipment finance companies can weather interest-rate uncertainties with a few simple steps. Read Full Blog June 09, 2017, 07:00 AM Adam Karson U.S. Economy: A Balancing Act of Tailwinds and Headwinds As we enter the Q3 2013, KeyBridge Research economist Adam Karson tells us how competing macro forces will affect the equipment sector… Read Full Blog July 17, 2013, 07:00 AM [ View All Blogs in Economy ›› ]

From The Staff Training Blog Shawn Halladay Pathways to the Future -- Assessing Training Needs for 2014 The Alta Group’s Shawn Halladay outlines some of the steps in preparing an effective professional development program. Read Full Blog October 30, 2013, 07:00 AM Shawn Halladay The Growing Knowledge Gap The way Shawn Halladay sees it, e-learning can be effective. Its results, however, must be monitored and assessed and the learners made accountable for their success. Read Full Blog August 21, 2013, 07:00 AM [ View All Blogs in Staff Training ›› ]

From The Marketing Blog RJ Grimshaw The Amazing Stamina of Social Media RJ Grimshaw explains social media is neither dead nor dying. It remains vibrant, growing and a key way for businesses to grow. To be successful, a company needs a long-term plan and a long-term commitment to using social media. Read Full Blog October 17, 2019, 03:00 PM Susan Carol Are You Ready to Automate Marketing? Susan Carol discusses the growing importance of automation of marketing, and the key factors to consider when looking at automation programs. Read Full Blog February 20, 2019, 11:00 AM Michelle Speranza Michelle Speranza, of LEAF Commercial Capital on Aligning Marketing and Sales Teams Michelle Speranza, SVP, Chief Marketing Officer, LEAF Commercial Capital discusses why building a company culture where marketing is absorbed into every facet of an organization is essential. Read Full Blog August 07, 2018, 07:00 AM [ View All Blogs in Marketing ›› ]

From The Sector Outlooks Blog Joseph Richman Gloomy Forecast: Oil Industry Bankruptcies Increase 471% While it comes as no surprise that low oil prices cause bankruptcies, the data on these bankruptcies yields surprising conclusions about the industry and its future. Read Full Blog March 16, 2016, 07:00 AM Len Baccaro Commercial Lending and Franchise Success in 2015 As Ascentium Capital’s Len Baccaro sees it, the overall outlook remains very positive for the franchise vertical in 2015. Read Full Blog January 07, 2015, 07:00 AM Cramer Owen Specialty Vehicle Financing Trends: Back to the Future? Cramer Owen notes uncertainty over the proposed changes in lease accounting rules and the like are resulting in changing demand for financing products for specialty vehicles. Read Full Blog November 18, 2014, 07:00 AM [ View All Blogs in Sector Outlooks ›› ]

From The Personnel Headlines Blog Michael A. Toglia Professionals On The Move... Equipment Finance Advisor’s exclusive summary of personnel headlines covered in the Daily eNews Blast during the month of June. Read Full Blog June 30, 2014, 07:00 AM Michael A. Toglia Finance Professionals On the Move... Equipment Finance Advisor presents the equipment finance industry’s exclusive summary of personnel headlines covered in the Daily eNews Blast during the month of May Read Full Blog May 30, 2014, 07:00 AM Michael A. Toglia April Personnel Headlines Equipment Finance Advisor presents its exclusive monthly Personnel Headlines Blog. Across all sectors, April was another busy month. Read Full Blog April 30, 2014, 07:00 AM [ View All Blogs in Personnel Headlines ›› ]

From The Business Planning Blog RJ Grimshaw The Difference Between Mission, Vision and Values RJ Grimshaw explains the importance of a Mission Statement and a Vision Statement to companies. Read Full Blog July 06, 2022, 05:00 AM Bill Lawrence We Should Have Listened! Bill Lawrence of Revitalization Partners discusses the importance of businesses having a “Plan B” in preparation for the unknown. Read Full Blog September 15, 2020, 05:00 AM Cheryl A. Gifford Strategies to Preserve Momentum, Reignite Growth During a Downturn Research that shows how companies survived the Great Recession, and thrived after it, can provide lessons for the current pandemic. Read Full Blog June 01, 2020, 05:00 AM [ View All Blogs in Business Planning ›› ]

From The Taxation Topics Blog Frank Peretore, Robert L. Hornby & Ryan O’Connor Lessors Beware of the Enforceability of Stipulated Loss Value Tables A recent ruling in Bankruptcy Court may indicate that Stipulated Loss Value tables are more at risk than is commonly believed in the equipment finance industry. Read Full Blog February 16, 2018, 07:00 AM Brian Holland How Tax Changes Will Affect New Equipment Strategy & Procurement Brian Holland, of Fleet Advantage, on why changing tax implications can have a consequential impact on the leasing and finance sector. Read Full Blog January 08, 2018, 07:00 AM Shawn Halladay Will Tax Leases Remain Viable When Reform Eliminates GPTD? In our second installment of the impact of proposed GOP tax reform on equipment finance, The Alta Group’s Shawn Halladay discusses what to expect if the Gross Profit Tax Deferral goes away. Read Full Blog September 11, 2017, 07:00 AM [ View All Blogs in Taxation Topics ›› ]

From The Best of Featured Blogs Blog Michael A. Toglia Best of Equipment Finance Advisor 2016 -- Featured Blogs As 2016 draws to a close, the staff of Equipment Finance Advisor takes a moment to reflect and present this year’s Blogs that captured our readers’ interest the most. Read Full Blog December 21, 2016, 07:00 AM Michael A. Toglia Best of Equipment Finance Advisor 2014 -- Blogs Since this is the time of year in which we look back on the happenings of the last twelve months, the staff of Equipment Finance Advisor takes this occasion to do the same. Read Full Blog December 22, 2014, 07:00 AM [ View All Blogs in Best of Featured Blogs ›› ]

From The Healthcare Blog Gary Amos Financing a Digital Shift in Healthcare Gary Amos, of Siemens Financial Services, offers a case study on how the right financing solutions can help healthcare organizations keep pace with today’s digital industry shift. Read Full Blog December 04, 2017, 07:00 AM [ View All Blogs in Healthcare ›› ]

From The Government Finance Blog Amy Gross Amy Gross, of Key Government Finance on the State of Government Lending Amy Gross, SVP, Key Government Finance discusses how small- and medium-sized cities are planning significant infrastructure changes and the challenges faced in financing these changes. Read Full Blog March 23, 2018, 07:00 AM [ View All Blogs in Government Finance ›› ]

From The Risk Management Blog Susan Koss Uncovering M&A Red Flags: The Art of Due Diligence Guest blogger Susan Koss, of O’Keefe CPA, on why due diligence during the M&A process must take a multi-dimensional approach or risk leaving important stones unturned. Read Full Blog May 01, 2018, 07:00 AM [ View All Blogs in Risk Management ›› ]

From The Association News Blog Michael A. Toglia ELFA’s Capitol Connections Delivers Virtually On May 19, 2021, the ELFA successfully held its first virtual Capitol Connections with over 150 participants taking part in this important advocacy event. Read Full Blog May 27, 2021, 09:00 AM [ View All Blogs in Association News ›› ]

From The ELFA Blog Bob Rinaldi, CLFP The 2022 ELFA Convention – One Word: INCREDIBLE! Bob Rinaldi provides his observations of the 2022 ELFA Convention. As Bob describes, the conference was an incredible success and he tips his hat to the ELFA for successfully moving the convention in light of the hurricane in Florida. Read Full Blog October 19, 2022, 07:00 AM [ View All Blogs in ELFA ›› ]

From The Vessels / Marine Blog Sera Oliver and Mark Thomas Key Equipment Finance Enables Pasha Hawaii’s Fleet Expansion with Second LNG-Powered Container Ship Key Equipment Finance describes how its specialized team helped Pasha Hawaii expand its fleet of LNG-powered container ships. Read Full Blog October 20, 2023, 07:00 AM [ View All Blogs in Vessels / Marine ›› ]