The Certified Lease & Finance Professional (CLFP) designation is the preeminent credential for equipment leasing and finance professionals who have demonstrated competency through testing of knowledge, continuing education and a commitment to their business practices and dedication to the industry. Every CLFP has at least two years in the equipment finance industry and has passed a rigorous 8-hour exam.
ON THIS PAGE YOU’LL FIND:
- Our Mission
- Our Vision
- Essential Roles and Practices
- CLFP Board of Directors
- CLFP Partnership Program
- Current and Past Contributors
- CLFPs in Good Standing
Building a better commercial equipment leasing and finance industry by helping its individuals achieve exceptional standards of professional conduct and technical expertise.
Establish the Certified Lease & Finance Professional (CLFP) designation as the preeminent credential throughout the world for professionals who have demonstrated mastery of the CLFP Body of Knowledge, exceptional competency and a commitment to exemplary ethics through their business practices, continuing education and dedication to the industry.
Essential Roles and Practices
- Encourage attainment of superior levels of professional development through education, involvement in and contributions to the Industry.
- Define and promulgate industry standards for professionalism and ethical practices in the equipment leasing and financing industry.
- Propagate awareness, respect and trust throughout the industry, the general public and government, for the Foundation and its Professional Certification program.
- Build, maintain and distribute a core Body of Knowledge to properly present the full scope of industry policies, procedures and practices.
- Require CLFPs to expand and update their knowledge of the equipment leasing and financing industry through continuing education.
- Promote the “CLFP” designation as an enviable brand of professional achievement and peer recognition within the Industry.
- Serve as the governing body for CLFP certification and re-certification.
- Provide access to education, training and certification testing through strategic partner alliances.
- Stimulate general global awareness and interest in the Foundation and the CLFP designation through press relations, professional associations and other public relations activities.
CLFP Board of Directors
Kevin Prykull, CLFP
Immediate Past President
His other work experience includes: an independent finance company (Senstar Capital Corporation), global lease consulting firm (Amembal, Deane and Associates), a Fortune 500 manufacturer and captive lessor (Joy Manufacturing), and a local regional bank (Equibank). The majority of his background is in the area of risk, credit, equipment, leasing, teaching, and consulting.
Mr. Prykull holds an undergraduate degree in accounting (BSBA) from Duquesne University and a Masters in Business Administration (MBA) from Robert Morris University. Although he does not practice, Kevin has passed the Pennsylvania CPA exam.
Prykull is an active member of the Equipment Leasing and Finance Association (ELFA). Since 2008, he has served in various roles as chair, member and leader on the association’s Credit and Collections (C&C) Planning Committee and Conference. In addition Kevin is responsible for the Credit Manager Survey whose results are presented annually at the conference. He was the recipient of the ELFA Distinguished Service Award. The award honors individuals who have made significant contributions to the association and the equipment finance industry. Kevin is active on the ELFA’s Research Committee and is involved in the annual publication of the Summary of Equipment Finance Activity (SEFA). Kevin has been interviewed and quoted in numerous articles for the ELFA Leasing Today magazine and the Monitor.
Kevin has earned and maintains the Certified Lease and Finance Professional (CLFP) designation offered through the CLFP Foundation. Kevin is the current past President of the CLFP Foundation where he oversees all foundation matters. He chairs the Body of Knowledge Committee. Further he functions as the Subject Matter Expert (SME) for credit and is active in the re certification process. Kevin teaches at the CLFP Foundation’s Academy, including the newest “virtual” ones. Kevin is an Adjunct Professor in Finance at Duquesne University. A native of the Pittsburgh, PA area, Kevin resides in Peters Township with his wife Karen. He has three grown children and three grandchildren.
Phone: 412-337-0250 | Email: firstname.lastname@example.org
Nate Gibbons, CLFP
Nate is the Chief Operating Officer for Innovation Finance and is focused on leveraging automation to improve the customer experience.
Nate began his career at First American Equipment Finance where he became Vice President in the Operations department before being asked to help develop and manage the company’s learning and professional development strategy.
Nate is a strong advocate for the leasing and finance industry. He has served as Chair of the Emerging Talent Advisory Council for the Equipment Leasing and Finance Association (ELFA), is a member of the ELFA’s Academic Outreach Committee, Chair of the ELFA’s LeasePAC Committee, and he also serves on the ELFA’s Board of Directors. Nate has presented at national and international conferences – covering topics about leadership, diversity, employee engagement, personal & professional development, and innovation.
He resides in Webster, New York with his wife Keila and their two sons Noah and Micah.
Phone: 585-207-0114 | Email: email@example.com
Jenny Wood, CLFP
Jennifer (Jenny) Wood is currently the Senior Vice President of Client Services with Orion First Financial, LLC. Jenny “grew up” in the small commercial finance arena and wouldn’t have it any other way. Joining Orion First (from another Leasing Company) in its early stages has given her the opportunity to hold various rolls within the company including Portfolio Management, Taxes, Customer Service, Business Development and most recently her current position in Client Services. Jenny is responsible for identifying how to partner strategically with our clients and improve processes and procedures to increase productivity and profitability for both parties.
Jenny has been in the commercial finance space since 1998 and obtained her CLFP Certification in 2004. She is eager to reach out to the younger generation of the finance industry and really get them involved as they are our future.
Jenny resides in Tacoma, WA and in the Winter month you can always find her watching every football game possible, and in the Summer months practicing her dart game as she holds some high titles in the Pacific Northwest.
Phone: 253-857-9652 | Email: firstname.lastname@example.org
Lia Wax, CLFP
Lia Wax is the Vice President of Operations – Contract Management at Financial Pacific Leasing, Inc. Lia entered the industry in August of 1999, after relocating to the Pacific Northwest from Knoxville, Tennessee, upon completion of a master’s degree in music. She’s spent her entire 20 years in the industry at FP, working her way up from the file room, through supervising Customer Service and Titling, managing various Funding groups, to currently managing post-funding operations. She’s never met a problem that she hasn’t wanted to try and solve. She loves analyzing issues and finding creative ways to solve them. She believes in leveraging technology to create a better customer experience, while maintaining the human touch in places where it will have the most impact. She also believes strongly that knowledge is power, and that you should strive to learn something new every day. It was that desire to learn that drew her to the CLFP foundation initially. Lia earned the CLFP designation in 2004 and has been an active participant in supporting its growth and advocating for the designation ever since.
Phone: 253-568-6109 | Email: email@example.com
Todd Buzard, CLFP
Todd Buzard is a Senior Vice President of Finance for First American Equipment Finance (FAEF), An RBC/City National Bank Company. Todd joined FAEF in 2002 and has over 18 years of experience in the leasing and finance industry.
Prior to joining FAEF, Todd worked in public accounting for Arthur Andersen, LLP. Todd also taught accounting, finance, and business courses at the college level for over 10 years in his spare time.
Since becoming a CLFP in 2014, Todd has been active in the CLFP Foundation. Todd is an active instructor in FAEF’s internal CLFP program. Additionally, Todd has traveled to many Academy for Lease & Finance Professional sessions in order to help prepare aspiring CLFP’s for the CLFP exam.
Todd earned a B.S. in Accounting from Utica College and a M.B.A. in Finance from St. Bonaventure University.
Todd, his wife Kimberly, and their two children reside in Henrietta, NY.
Phone: 585-643-3289 | Email: firstname.lastname@example.org
Craig Colling, CLFP
Craig Colling – CLFP, Senior Vice President Sales at Ascentium Capital LLC, has 20 years of expertise in the equipment financing industry and is responsible for the leadership of a vendor sales team. Prior to joining Ascentium Capital, Craig was the Vice President of Sales at Paramount Financial Services.
Craig earned his CLFP designation in 2019 and has been active in the CLFP Foundation including organizing and hosting several CLFP exams. Craig actively promotes the CLFP Foundation and its mission of exceptional standards of professional conduct and technical expertise.
Craig earned his degree in Marketing (BSBA) from the University of Arizona in Tucson, AZ. Craig resides in Phoenix, AZ with his wife Asia, son Jack and daughter Dylan.
Phone: 281-902-1444 | Email: email@example.com
Theresa Kabot, CLFP
Theresa Kabot, CLFP is a graduate of Colorado State University and began her career in commercial equipment financing in Portland at a Pitney Bowes subsidiary, Colonial Pacific Leasing. There she worked the funding side of the industry from credit and documentation to sales and marketing.
In 1996 she went on to establish her own equipment finance company located Seattle, Kabot Commercial Leasing LLC. Demonstrating her commitment to continuing education and professional development, Theresa earned her CLFP designation in October, 1996.
In 2014 Kabot Commercial Leasing expanded beyond being a third-party originator and began billing and collecting a portfolio of transactions in house. This division of the company is known as K2 Funding.
Theresa is an active member of the National Equipment Finance Association, NEFA and the American Association of Commercial Finance Brokers, AACFB. She currently serves on the CLFP Foundation Board of Directors and the 2021 Monitor Editorial Board. She is a past president of the CLFP Foundation, has served on the UAEL Board of Directors, volunteers on numerous committees with NEFA, AACFB as well as numerous industry associations in which her company specializes. Theresa has been an instructor for the Institute for Leasing Professionals, NEFA education videos and presents across the United States to her clients on “The Key to Cash Flow”.
In her spare time Theresa enjoys biking the numerous trails throughout Puget Sound, sketching in charcoal, yoga and playing with her Bernese Mountain Dog, Chewbacca. Theresa and her husband Frank have a ranch in the mountains of Colorado and look forward to retiring there one day.
Phone: 206-301-996 | Email: firstname.lastname@example.org
Larry LaChance, CLFP
Larry has been an entrepreneur for more than 30 years, owning and managing several successful businesses, primarily in the finance Industry. He has been in the equipment leasing industry since 1983, financing commercial equipment for small start-up, privately-owned companies up to Fortune 500 corporations.
Larry has advised, consulted and provided financing for many different businesses who could not get conventional financing or who needed to get alternative financing for privately-owned businesses. Larry’s experience dealing with banks spans over 30 years. He has borrowed and loaned millions of dollars over that period of time.
As a business professional, Larry has been on both sides of the table. He understands what a business owner needs and how to prepare a business for the appropriate financing based on their particular situation. Larry is the President of Bankers Capital, located in Northborough MA. Bankers Capital has been in business 30 years funding Non-Bankable, Non-Conventional Equipment Lease Transactions in all 50 states. Bankers Capital is self-funded and holds all of their transactions for their own portfolio. Half of its business is repeat business and the other half of it is originated through 3rd party Broker Originations.
Larry was a previous Board Member of UAEL, predecessor of NEFA, previous Board Member of the CLFP Foundation, previous Board Member of a local Credit Union. He is a Current Board member of the Marlborough Regional Chamber of Commerce for over 20 years and Board Member of the Marriott Boston Custom House Homeowners Association for 15 years. Larry has held the CLP/CLFP Designation for approximately 25 years.
Larry Resides in Grafton with his wife Sandra of 40 years. Has a Daughter Melissa, Son-in-law James and two beautiful grandchildren which is where he spends his time when he is not doing deals.
Phone: 508-351-6000 | Email: email@example.com
Joe Leonard, CLFP
Joe Leonard, CLFP is the Managing Member of Oakmont Capital Services, LLC, an independent commercial finance firm with offices in West Chester, PA and Albany, MN. Oakmont Capital Services operates in several verticals and employees 35+, including 20+ CLFP’s. Joe is responsible for formulating and implementing strategic goals and tactical planning for all divisions of the company.
Prior to forming Oakmont Capital in 1998, Joe was owned and operated Can-Am Absorbents Co., Inc., Spring Hope Water, Inc. and Canadian American Packaging Co., Inc. Additionally, Joe was the Regional Sales Manager for Mita Leasing Corp, managing their equipment finance and fleet leasing operations.
Joe previously served on the board of the National Equipment Finance Association and is active in many business organizations in Pennsylvania and Delaware. Joe also enjoys his occasional opportunities to be an ALFP instructor, however, the attendees may feel differently.
A graduate on Penn State University, Joe resides in Delaware with his wife Sharon. He enjoys spending time with his children and grandchildren, and the rare game of golf to ensure that he remains humble.
Phone: 877-701-2391 Ext. 113 | Email: firstname.lastname@example.org
Mike McDonald, CLFP
Mike McDonald, CLFP is a Senior End of Term Specialist with Flex Financial at Stryker. As an End of Term specialist, Mike oversees the process of closing out old agreements and ensures a smooth transition to the new. His role requires a thorough understanding of how leases can be interconnected and big picture thinking. Prior to his current role in Portfolio Management, Mike has worked at a variety of institutions in pricing, sales, and credit.
Mike obtained his MBA with a concentration in Finance at Arizona State University and Bachelors of Science from Michigan State University. Mike and his wife Lauren reside in Mattawan, MI.
Phone: 269-389-1487 | Email: email@example.com
Daniel Nelson, CLFP
Daniel Nelson is founder and President of Tamarack Consulting, a leading technology solution provider to the equipment finance and commercial lending industry. With over 30 years of industry experience, Nelson leads Tamarack’s product and service offerings for portfolio management solutions. An active member since 2002, Nelson currently serves on the ELFA board of directors. In addition to participation in Capital Connections for the past 6 years, Nelson has served on Service Provider Business Council Steering Committee and Operations & Technology Conference committee. Prior to starting Tamarack in 2001, Nelson held IT management, conversion and consulting positions at International Decision Systems. He holds a Certified Lease & Finance Professional (CLFP) designation and a B.A. in Mathematics.
Phone: 651-269-7680 | Email: firstname.lastname@example.org
Kathy Nordendahl, CLFP
Katherine (Kathy) Nordendahl is Vice President of 3rd Party Originations Manager with Dedicated Funding, LLC. She focuses on building and maintaining relationships with 3rd party originators. Dedicated Funding LLC specializes in application only transactions up to $250,000 for differing credit profile and provide risk base pricing. Previously she worked with Bank of the West for 19 years in the Equipment Leasing Division. Kathy earned her CLFP designation in May 2006. Her career has been primarily in sales but over the year’s she has also assisted in credit, documentation, systems, and operations. She believes that her CLFP designation provided the information she needed to be a strong contributor. She is a member of the AACFB and NEFA organizations. Kathy is married with 2 grown children. Interests includes Mountain Biking, Scuba Diving, and hiking.
Phone: 801-293-1539 | Email: email@example.com
Candace Reinhart, CLFP
Candace Reinhart leads Operations and Syndications at CoreTech Leasing, an independent technology and equipment lessor, and drives client value to enhance CoreTech’s leadership in the industry.
Candace achieves this for CoreTech by relentlessly pursuing what is best in the lease and finance industry with a singularity of focus that is unmatched. She leads with an infectious passion for learning, which is one reason it comes as no surprise to anyone who knows Candace that she has risen to the top in her field. Her proactive management style and strong work ethic set the standard for diligence at every organization she has led.
Candace has worked in every element of the lease life cycle; she knows first-hand the challenges and responsibilities that come with each position and is uniquely able to encourage creative solutions and outside-the-box thinking. This insight into each role within the organization enables her to bring empathy to build an empowered team that delivers unparalleled service and responsiveness to clients.
From the get-go, Candace deliberately set her sights on raising the bar on industry ethics and standards. She pursued her CLFP on her own and not only proudly accomplished this goal but has now been elected to the 2021 CLFP Board and has also been selected as one The Monitor’s Top 50 Women in Equipment Finance.
Candace takes tremendous pride in her CLFP certification and in upholding the standards of the lease and finance industry. Her focus has always been in playing the long game and never being satisfied with expedient answers or self-interested deals. Rather, Candace has cultivated a very strong sense of integrity, one which she has never betrayed.
She envisions herself as someone helping the industry to grow and evolve into a more digital future. In an industry that has been somewhat slow to adopt change, she looks to herself and her peers as being pivotal in driving the human-powered capabilities our digitized future will need.
Candace is an avid sailor, who enjoys trips to Catalina with her husband on their sloop, and she is also proud to have run her first marathon at the beginning of 2020. Her greatest source of pride, however, is her family and being a mom to her 12-year old daughter, Jackie.
Phone: 949-679-6483 | Email: firstname.lastname@example.org
Deborah Reuben, CLFP
Deborah “Deb” Reuben, CLFP, is CEO and Founder of TomorrowZone and the Beyond Convention EF Innovators UnConference, a platform inspiring fresh ideas and collaborations to shape the future of equipment finance. She inspires new thinking to explore the art of the possible through her extensive technical knowledge, equipment finance experience, and passion for challenging the status quo. Her expertise will enhance and broaden your company’s products and services and create efficiencies that will produce a competitive advantage for your business.
Her broad background includes system design and development in financial services (Wells Fargo and TCF) and the software industry (HCL and Linedata Capitalstream). Specializing in industry trends and strategic direction, her approach is holistic and relatable to help clients understand potential impacts and discover new opportunities for advanced technology. Additionally, she provides experiential virtual workshops that help leaders clearly understand current state realities and future possibilities.
A member of ELFA’s Board of Directors, Reuben chairs the ELFA’s Technology Innovation Working Group and serves on the Monitor Editorial Board, co-founded the Disrupted+ conference series with Monitor. She authored The Certified Lease and Finance Professionals’ Handbook, 6th and 7th and 8th editions. She is the recipient of both the CLFP Foundation Cindy Spurdle Award of Excellence and the ELFA Michael J. Fleming Distinguished Service Award. Monitor Magazine honored her as one of the 50 Most Powerful Women Leaders in Equipment Finance. Learn more at tomorrowzone.io.
Phone: 612-201-4010 | Email: email@example.com
Jason Seitz, CLFP
Jason Seitz is a Vice President at BMO Harris Equipment Finance Company. He started with the Company in 2006 and is responsible for leading their Middle Market Credit Underwriting Team. Jason obtained his BS in Finance from the University of Wisconsin-La Crosse in 2005 and Certified Lease & Finance Professional (CLFP) designation in 2017. He has played an active role in the Equipment Finance industry and was a former member of the Emerging Talent and Advisory Council for the Equipment Leasing & Finance Association. Jason and his wife Sarah, along with their two sons, reside in New Berlin, Wisconsin.
Phone: 414-765-7991 | Email: firstname.lastname@example.org
Reid Raykovich, CLFP
Reid Raykovich, CLFP has been the Executive Director of the Certified Lease & Finance Professional Foundation since April 2012.
Reid began her equipment finance career at Great American Insurance (formerly Premier Lease & Loan Services) in April 2003 and obtained her CLFP designation in 2005. She then held various positions within the industry at McCommon Leasing, Irwin Commercial Finance and Financial Pacific Leasing. She has been active with the NEFA (formerly UAEL) as a Regional Director, and was the Conference Chair Person for the Fall 2009 Super Regional Exposition.
Recently, Reid was honored as a Pioneer Icon by Monitor Magazine as well as one of the Top 50 Most Influential Women in Leasing. Additionally, Financial Pacific Leasing honored her with the Above and Beyond Leadership Award.
Reid resides in West Seattle, Washington with her daughter Milla, and their dog Sophie and cat Toonces. In her spare time, she enjoys crafting, home improvement and authoring her blog: www.peachesmcgee.com
Phone: 206-535-6281 | Email: email@example.com
Sandy is a native of the Pacific Northwest. Born and raised in the Seattle area, she has experienced several diversified positions within many companies. Prior to the CLFP Foundation, she worked at Vivien Maier and Associates for eleven years as the Executive Administrator. She began her career in the legal industry, working for attorneys on Mercer Island, WA. The majority of her experience has been as the Executive Assistant to company presidents, sales managers, and large corporations’ executives. She was employed for more than 10 years as the Lead Section Assistant in a Northwest engineering firm where she supported 35 engineers in the wastewater department and received the “Pathfinders Program of Excellence Award.”
Phone: 206-535-6281 | Email: firstname.lastname@example.org
CLFP Partnership Program
The Certified Lease & Finance Professional Foundation is a not-for-profit organization and we are grateful to those companies and individuals who have graciously donated not only their time, but money as well. Please contact our Executive Director, Reid Raykovich, CLFP via reid@CLFPfoundation.org or call (206) 535-6281 to discuss your generous donation.
If you are a corporation interested in donating to the Foundation, you can learn more about the benefits of our Annual Partnership Program below.
The committees below are responsible for generating new ideas and the support to see them become reality. A committee may, depending upon its charter and specific needs, have a number of subcommittees to help divide the activities into more manageable chunks. CLFPs are encouraged to take the opportunity to get involved and help advance the CLFP Vision. Are you a CLFP in Good Standing? Email today to get involved with your Foundation!
Body of Knowledge Committee
This committee supports the ongoing update of the Body of Knowledge which is reviewed and edited annually.
Kevin Prykull, CLFP (Chair)
Lia Wax, CLFP
This committee reviews sections of the exam and suggests questions that may be used. Questions will be removed or revised dependent upon pass/fail percentages on the exam.
Todd Buzard, CPA, CLFP
Andrew Eller, CLFP
Jason Seitz, CLFP
This committee determines the subject and comprises the content for the annual industry knowledge review.
Marci Slagle, CLFP (Chair)
This committee supports the strategic initiatives for the Foundation each year which are determined by the Board of Directors.
Keara Piekanski (Chair)
Rachel Chesley, CLFP
Roberta Condidorio, CLFP
Nick Ross, CLFP
Allison Taylor, CLFP Associate
Responsible for choosing nominees among CLFPs in Good Standing to stand for election to open positions on the CLFP Board of Directors for the current year.
Joe Leonard, CLFP (Chair)
Daniel Nelson, CLFP
Jenny Wood, CLFP
This committee is working on bringing the ALFP to an online platform and building a bench of instructors for all ALFPs.
Mike McDonald, CLFP (Chair)
Andrew Eller, CLFP (Chair)
Nathan Gibbons, CLFP
Tamara McCourt, CCE, CLFP
Mike McDonald, CLFP
Daniel Nelson, CLFP
Reid Raykovich, CLFP
Lia Wax, CLFP
This committee identifies and recruits companies and/or individuals for potential CLFP involvement and helps develop membership retention policies.
Craig Colling, CLFP
Kathy Nordendahl, CLFP
Nick Ross, CLFP
Global Expansion Committee
This committee will determine viable international opportunities to introduce the CLFP certification.
Sudhir Amembal, CLFP (Chair)
Nathan Gibbons, CLFP
Joe Leonard, CLFP
Reid Raykovich, CLFP
CLFPs in Good Standing
This is a comprehensive list of all Certified Lease & Finance Professionals who are currently in Good Standing and are granted the right to use the CLFP letters (except those noted as an Associate).
If you feel there are any errors, please contact Reid Raykovich, CLFP reid@CLFPfoundation.org or call (206) 535-6281.
David T. Schaefer, CLFP, Orion First Financial
I wanted to set myself apart from others early on in my career and obtaining my CLFP certification certainly helped to distinguish myself within the lease and finance industry. When I founded Orion First Financial I wanted our management team to be well rounded, experienced and talented individuals committed to our industry. All but one of our senior managers is a CLFP. Our junior managers also see the value of certification and some have already obtained their CLFP certification. I expect that all of our managers will strive to achieve and become Certified Lease & Finance Professionals once they are eligible.
Nancy A Geary, CPA, CLFP ECS Financial Services, Inc
I believe the CLFP designation gives ECS Financial Services, Inc. an additional level of credibility. While our CPA designation says we know accounting, the CLFP designation tells clients and prospects that we also understand the leasing industry. Obtaining the CLFP designation was a great start to establishing a reputation of expertise in the industry, which I believe is critical to the success of any service provider.
Theresa Kabot, CLFP, Kabot Commercial Leasing
When I first entered the industry I understood CLFP stood for knowledge, credibility and integrity – the characteristics I want for myself and my company. For the last 13 years the CLFP designation has played a major role in our success in establishing relationships with banks and funding sources. Better business means doing business with a CLFP.
Kevin Clune, CLFP, Clune and Company LC
We decided to make the CLFP program the centerpoint of an employee continuing education and training program. While not specifically designed for that purpose it is a great way to train employees and expose them to all of the facets of the leasing and financing industry. Each of our employees had the option to participate or not. Whether or not they decided to sit for the test, all involved gained a broader and deeper knowledge of the industry as well as a higher level of confidence in their job skills.
Donna Wesemann, CLFP, BB&T Commercial Capital Equipment Corp
During a troubling time in our industry when “leasing” was experiencing some negative media and our industry was misunderstood, I felt it important for vendors and customers to know they were working with a qualified and credible expert. I was also looking for a way to take my career up to the next level and pursue job advancement. The President of our company at that time, Ken Collins, had suggested taking the CLFP courses and exam. Studying and taking the exam has made me more confident and positive. It has had a major impact on my professional progress by having my level of expertise understood and recognized. During my many years in leasing and finance, my job responsibilities required the evaluation and decisions on choosing the right indirect business partners to develop a funding relationship with. Prospects that displayed the CLFP designation, distinguished themselves as individuals and companies with a reputation of integrity, expertise and a higher standard of ethical practices. These were the individuals and companies that I choose to focus on and work with.
Jack Harvey, CLFP, Enterprise Financial Solutions, Inc
I wanted to obtain my CLFP status for several reasons. First and foremost, I believe that to serve your customers well one must have superior product knowledge. I believe in customer relationships and one significant value that we can add to the customer relationship is knowledge to help our customers with their financial decisions. Also, the CLFP status and the knowledge that it brings, gives me the confidence to talk to knowledgeable customers about their companies’ financial opportunities. Finally, it was a personal challenge and goal to be the best that I can be in my industry. I believe that EVERY broker in our industry should have the CLFP Handbook in their library and a goal to be a CLFP. Our industry would be a better place to work for all.
Bruce Winter, CLFP, FSG Leasing Inc
By earning the CLFP designation, an individual demonstrates they have not only mastered a comprehensive knowledge base reflecting all aspects of the equipment leasing and financing industry but they also have proven they possess solid work and study habits necessary to pass the CLFP exam. When I see the letters “CLFP” on a business card, I see a person who was willing to undertake a challenge and accomplish a significant professional goal. Only those that have truly absorbed the many facets of our industry can reasonably expect to earn their certification. In my eyes, those individuals recognized as CLFP’s have proven they have a comprehensive skill set that will undoubtedly serve them well throughout their career.
Rosanne M Wilson, CLFP, 1st Independent Leasing, Inc
Carrying those 4 little letters (CLFP) after my name on all my business cards and correspondence has given me a vote of confidence by my Vendors and Lessees. They have told me they feel a real sense of security knowing they are dealing with the best of the breed.
David A. Normandin, CLFP, Wintrust Speciality Finance
The CLFP designation is our industry standard of excellence. I believe that this designation makes the statement that Banc of California is committed to being the best in class lessor within our industry. Additionally, the designation is a differentiating factor with our vendors and customers that distinguishes us from our competitors. Finally, the CLFP network is full of the brightest minds in our industry and is an invaluable resource to help grow my business.
Spencer Richman, CLFP, AFN Equipment Leasing & Financing Services
I use my CLFP designation as a means of differentiating myself from the rest of my competition. I find that I can effectively use my CLFP designation, along with my other professional association service and recognition, to show potential vendors and lessees that my company is something different. I explain to them that what it all means is that they can TRUST us to treat them (or their clients) professionally, honestly, and ethically. It means that we have competitive pricing, and thorough industry knowledge with which to serve them and their clients.