FREE SUBSCRIPTION Includes: The Advisor Daily eBlast + Exclusive Content + Professional Network Membership: JOIN NOW LOGIN
Skip Navigation Links

EFA Advisor Video Series

The Equipment Finance Advisor Video Series features exclusive interviews with leading and highly respected professionals from the equipment finance industry, providing opportunities for colleagues and friends to share their personal and professional experiences and insights as they navigate changing industry dynamics. If you are interested in being featured in a future video, contact Michael Toglia, Publisher or for video sponsorship opportunities, please contact Denise Finegan, Director of Sales & Marketing using our contact form.

Kristie Kosobuski, Senior Director of Product Management for Solifi, explains how automation and SaaS technology can help equipment lenders/lessors eliminate risk and ensure regulatory compliance.
December 1, 2022

 

Dr. Scott Nelson, President and Chief Technology Officer, Tamarack Technology and Dr. Timothy Chou, Lecturer, Stanford University, discuss the benefits of implementing artificial intelligence (AI) and machine learning (ML) in any organization. Drs. Nelson and Chou discuss the many factors impacting why companies often delay adopting these technologies, as well as the short and long-term impact of being a “late adopter”...
October 12, 2022
John Carroll, Chief Risk Officer, ENGS Commercial Finance discusses the economic and market variables impacting the commercial transportation equipment finance market...
August 23, 2022

 

Tom Meredith, Chief Commercial Officer and Member of the Executive Board, DLL, provides his insights into the current state of the vendor finance market both domestically and globally...
June 15, 2022
In this webinar, wholesale finance industry expert from Solifi, Kurt Ruhlin, shares why equipment finance providers should consider adding floorplan finance to their portfolio of products...
April 22, 2022

 

Lisa Nowak, Director of Platform Program Management at Solifi, walks us through why platforms are a lever to modernization and the right path forward as the equipment finance industry navigates through constant change and business disruption...
May 24, 2022
In this webinar, wholesale finance industry expert from Solifi, Kurt Ruhlin, shares why equipment finance providers should consider adding floorplan finance to their portfolio of products...
April 22, 2022

 

Quentin Cote, President and Chief Operating Officer, Orion First, shares his unique insights into the importance of building a responsive and adaptive equipment finance company...
January 22, 2022
Bill Stephenson, Chief Executive Officer, HPS Global Leasing, discusses his new role leading HPS’ Global Leasing Platform and shares his vision for building a new global leader in the commercial equipment finance industry...
January 10, 2022

 

Joseph Lane, Vice Chairman and Chairman of Management Committee, Napier Park Global Capital speaks with Michael Toglia, Publisher, ABL Advisor providing his unique insights into the impact rising inflation, supply chain issues and other factors are having on the financing environment for long-lived, critical-use assets...
January 6, 2022
Adam Warner, President, Key Equipment Finance discusses the importance of identifying future leaders from emerging talent within an organization, takeaways from the lessons learned during the pandemic, and much more...
December 10, 2021

 

Bob Rinaldi, CLFP, President of Rinaldi Advisory Services discusses the current environment for buying and selling equipment finance companies, and the motivations driving buyers and sellers...
October 25, 2021
Jesse Johnson, Founder of Equipment Finance Cares, and Lovern Gordon, President of Love Life Now Foundation, discuss the origins of the Equipment Finance Cares initiative and the group’s mission to help those in need...
September 12, 2021

 

Bill Stephenson, CEO and Chairman of the Executive Board, DLL reflects on his highly successful career in the equipment finance industry and provides his perspectives on leadership, company culture, and the importance of meeting customers’ needs...
September 3, 2021
In this exclusive interview, Cindy Fleck, SVP and General Manager of Equipment Finance, Channel, provides a hands-on view of how working with third-party originators has evolved over the past year...
August 23, 2021

 

Valerie Gerard, Co-Chief Executive Officer, The Alta Group discusses the importance of engaging in Environmental, Social, and Governance (ESG) and how the equipment finance industry is applying these non-financial factors as part of their process to identify risks and growth opportunities...
August 3, 2021
Randy Haug, Executive Vice President Vice Chairman, Co-Founder, LTi Technology Solutions, provides a unique view of the equipment finance industry, reflecting on lessons learned over the past year and what the future may hold, from the perspective of a leading service provider working with independent equipment finance companies, bank-owned lessors and captive leasing companies...
June 29, 2021

 

Kirk Phillips, President & CEO of Wintrust Commercial, Phillips reflects on lessons learned during a challenging year and how the Wintrust team succeeded in 2020 despite a quickly evolving environment impacted by the pandemic...
June 4, 2021
Bill Verhelle, CEO of QuickFi by Innovation Finance discusses his views on the challenges equipment finance companies face when attempting to innovate their business models, and the benefits of starting with a clean slate...
May 20, 2021

 

Lisa Nowak, Lead Product Manager with IDS | Secured Finance Technology provides prudent advice for equipment finance leaders considering a migration to a SaaS technology solution and dispels some misconceptions related to a SaaS integration...
May 6, 2021
Tony Golobic, Chairman, and CEO of GreatAmerica Financial Services provides his insights into the keys to building and leading a top independent equipment finance company, the resilience of the industry, and the biggest challenges ahead...
April 22, 2021

 

Eldon Richards, Chief Technology Officer of IDS | Secured Finance Technology discusses how rapid advancements in technology including AI and Machine Learning can advance agility in the equipment finance industry and positively impact the customer experience...
April 7, 2021
 
 
 
 
Sponsored By: