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Equipment Finance Advisor Blogs


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.

Michael A. Toglia
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
“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
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

Scott Nelson
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
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
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

Robert J. (Bob) Rinaldi
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
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
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

Matt Tepfenhart
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
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
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

Brian Noble
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
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
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

Lori Frasier
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
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
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

William Phelan
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

Shane Davis
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
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
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

Richard Ryan
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’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
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

Al Davis
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
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.
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

Rick Borosky
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
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

James B. Freund
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
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

Sue Bury
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
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
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

Andrew Pace
Wrongful repossessions are costly as lenders often assume their repossession partners and agencies meet all the appropriate licensing requirements. Unfortunately, these lenders are wrong. Read Full Blog
June 17, 2024, 10:00 AM

RJ Grimshaw
RJ Grimshaw, CEO of ABLE LEADERSHIP discusses the valuable and challenging role of Intrapreneurs in a challenging economic environment. Read Full Blog
June 11, 2024, 07:00 AM

RJ Grimshaw
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

Susan Carol
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

RJ Grimshaw
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
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
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

Sam Giffin
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
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
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

Len Neuhaus, CPA
Leasing will proliferate in the new COVID-19 environment businesses are facing. Read Full Blog
May 04, 2020, 07:00 AM

Barry Kastner
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
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

Shawn Halladay
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 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

RJ Grimshaw
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
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, 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

Joseph Richman
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
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
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

Michael A. Toglia
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
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
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

RJ Grimshaw
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
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
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

Frank Peretore, Robert L. Hornby & Ryan O’Connor
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
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
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

Michael A. Toglia
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
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

Gary Amos
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

Amy Gross
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

Susan Koss
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

Michael A. Toglia
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

Bob Rinaldi, CLFP
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

Sera Oliver and Mark Thomas
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