Current Attendees

Christopher Bakos – Univest Capital, Inc. 

Russ Bass – Ivory Consulting Corporation 

Jeff Elardo – H&A Barrel Management 

Lisa Hartley – Univest Capital, Inc. 

Nathalie Hebrard – H&A Barrel Management 

Timonthy Kehoe – Presidio Technology Capital 

Tim McConnell – Navitas Credit Corp 

Nicole Miller – NewLane Finance 

Cody Sanguinetti – Great American Insurance Group 

Linda Schenkel – The Pitney Bowes Bank, Inc.

The Fine Print

Please note that the exam fee is non-refundable but the test may be taken any time at a later date.  Written notice of cancellation for the class must be received by the CLFP Foundation no later than three weeks prior to the Academy, less a $75 processing fee.  There will be no refunds after this date, however, the credit may be used toward a future Academy.