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Roglieri Trial Delayed
By Ken Greene, Leasing News Editor and Emeritus

As previously reported in Leasing News, Kris Roglieri is facing federal wire fraud charges for allegedly stealing tens of millions of dollars from clients who retained him as a loan broker on behalf of Prime Capital Ventures and other commercial finance companies. Mr. Roglieri allegedly used that money to buy expensive sports cars, luxury watches, and other items, as well as to pay back other clients in a classic Ponzi scheme.

Mr. Roglieri has denied the charges which involve, among others, a $100 million loan to a Minnesota egg farm that never came to fruition. The allegations also include the purported use of a $5 million cash deposit to pay for an expensive gold watch and a family vacation on a private jet.

Apparently, the U.S. Attorney who is prosecuting this case believes the case is of such “complexity” that it requires more time for trial preparation. This makes sense considering the number of loan transactions that need to be analyzed so they can be made clear to a jury.

Trial was scheduled to begin this month but is now set for August 2025. As always, we will keep you posted.

Ken Greene
Law Office of Kenneth Charles Greene
5743 Corsa Avenue, Suite 208
Westlake Village, California 91362
Tel: 818.575.9095
Fax: 805.435.7464
ken@kengreenelaw.com
www.kengreenelaw.com

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Dext Capital Surpassed $1 Billion
in Securitized Assets

Lake Oswego, OR– Dext Capital announced the successful close of Dext ABS 2025-1, its fifth asset-backed securitization. The $489 million transaction is Dext’s largest to date and raises the company’s lifetime total of securitized assets to over $1 billion. The trade featured six classes of investment-grade notes, including a money market tranche beside two AAA classes, and was rated by Moody’s and S&P.

Conrad Nilsen, CLFP, Senior Vice President of Finance for Dext Capital, explained, ““Dext ABS 2025-1 represents many significant milestones for us: fifth transaction closed, over $1 billion securitized, and our first series of notes with AAA-ratings from Moody’s and S&P. Our story resonates well with investors – they appreciate our targeted approach to the market and our management’s extensive experience in lending. We are excited to continue to elevate our business and to further establish ourselves as a recurring ABS issuer"

The proceeds from this transaction will be used for Dext’s ongoing growth initiatives within the essential-use healthcare and technology space.

BofA Securities acted as Sole Structuring Agent, Truist Securities and Deutsche Bank Securities acted as Lead Bookrunner, and Regions Securities LLC served as co-manager.

For more information on Dext Capital, please visit www.dextcapital.com.

####### Press Release ##################

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CLFP Foundation Adds 17 New CLFPs
With Photos

Foundation is pleased to announce that 17 individuals who recently sat through the online proctored CLFP exam, have passed. They are:

Travis Apperson, CLFP
Underwriting Analyst,
Channel

Sara Beattie, CLFP
Credit Manager,
Geneva Capital, LLC

Gabrielle Burgin, CLFP
Funding Coordinator,
Channel

Braddon Calloway, CLFP
SVP, Equipment Finance Specialist
PNC Equipment Finance

Andrew Card, CLFP
Assistant Vice President
First American Equipment Finance

Cody Hastings, CLFP
Project Manager II,
LEAF Commercial Capital Inc.

Chad Johnson, CLFP
Accounting Manager,
Channel

Shelly Joseph, CLFP
Senior Account Manager,
Key Equipment Finance

John Kounalis, CLFP
Training & Development Coordinator
Trans Lease, Inc.

Alexandra Llorca, CLFP
Account Executive,
Key Equipment Finance

Nathan Lukasavitz, CLFP Associate
Account Manager
KLC Financial, Inc.

Patrick Marty, CLFP
Underwriting Analyst
Working Capital, Channel

Kellen Scanlan, CLFP
Order Processing Manager,
Impact Networking, LLC

Tyler Seeger, CLFP
Director of Accounting,
Channel

Vivian Skye, CLFP Associate
Default Management Support Specialist,
Channel

Casey Walsh, CLFP
Managing Director,
Brean Capital, LLC

Shiyue Zhong, CLFP Associate
Accounting Associate
Channel

John Kounalis said, “Earning this certification brings credibility. As I teach and mentor others about our industry, it helps reinforce the idea that I've been there and done that. I know what I'm talking about.

“I'll be able to share this knowledge with my teammates. It will give them a better understanding of the Lease & Finance world, making them better at their jobs. Sharing this experience and knowledge with our team (especially our young hires) will lift them up, keep them engaged, and give them a sense that working in our industry can be a full, rich, and successful career.”

Gabrielle Burgin attended the Channel ALFP this March and said, “I decided to take the CLFP to deepen my knowledge and understanding of the industry, elevate my expertise and distinguish myself as a committed professional. I also saw this as a personal challenge- a way to prove to myself that I can overcome any obstacle and achieve whatever I set my mind to.

“Earning this certification is a testament to my dedication, resilience, and passion for continuous growth.”

The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the commercial equipment finance industry. “

There are Certified Lease & Finance Professionals and Associates located throughout the United States (including Puerto Rico), Canada, India, Pakistan, Africa, and Australia. For more information, visit http://www.CLFPFoundation.org

Mel Vinson, CLFP
VP of Marketing & Development
CLFP Foundation
Mel@clfpfoundation.org

Mel posts a photo of the Channel sponsored Academy Class on Linkedin.

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Academy for Certified Lease & Finance Professionals
2025 Schedule To Date

The Academy for Lease and Finance Professionals (ALFP) is a three-day event designed to fully prepare an individual to sit for the CLFP exam assuming the attendee has already self-studied. A trend has begun in having virtual online sessions.

During the first two days, all of the required sections of the CLFP exam are covered in-depth. On the third day, the exam is offered but is not mandatory and may be taken on another day.

Students are strongly advised to have read and studied The Certified Lease & Finance Professionals' Handbook prior to attending the class in order to ensure success.

There also is a “Mentor Program” for individuals.
DLL Private, Online ALFP
April 15 – 16, 2025

NMEF Hosted, Public, Online
Aoril 23 – 24, 2025

Online, Public ALFP Hosted by US Bank Equipment Finance
May 5 – 7, 2025

Private, In-Person ALFP Hosted by FCL
May 12 – 13, 2025

Huntington In-Person Private ALFP
May 14 – 15, 2025

DEXT CAPIAL, Private, In Person ALFP
June 5 – 6, 2025

Northland Capital, Public, Online
June 12 – 13, 2025

Wintrust Commercial Finance, Public, In-Person
August 13 – 14, 2025

Stearns Bank, Public, In-Person
September 23 - 24, 2025

DLL, Online , Private
October 6-7, 2025

NEMF, Online, Public ALFP
October 9 – 10, 2025

GreatAmerica Financial Services, Private, In-Person
October 20 – 21, 2025

Tel, Public, In-Person
November 4-5,l 30

Private, In-Person ALFP Hosted by GreatAmerica Financial Services
October 20 – 21, 2025
TEL, Public, In-Person
November 4-5, 2025

How to Become a CLFP
https://clfpfoundation.org/how-to-become-a-clfp/

Mel Vinson, CLFP, Director of Academies, VP of Marketing and Development
Mel@clfpfoundation.org https://clfpfoundation.org

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Balboa Capital Available Position
Program Manager II- Equipment Broker Sales

Top Ten Most Read
March 24 - March 28

(1) North Mill Equipment Finance Receives Court
Approval to Acquire Pawnee Leasing & Tandem finance
https://leasingnews.org/archives/Mar2025/03_26.htm#nm

(2) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Mar2025/03_24.htm#hires

(3) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Mar2025/03_26.htm#hires

(4) Correction:
Originally appeared on Monitordaily
North Mill Equipment Finance Receives Court Approval
to Acquire Pawnee Leasing & Tandem Finance
https://leasingnews.org/archives/Mar2025/03_26.htm#nm

(5) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Mar2025/03_28.htm#hires

(6) Cash Flow is King
By Scott Wheeler, CLFP
https://leasingnews.org/archives/Mar2025/03_24.htm#cash

(7) Trustee Moves To Sell Roglieri Mansion
Ken Greene, Leasing News Editor and Emeritus
https://leasingnews.org/archives/Mar2025/03_28.htm#hires

(8) Pawnee Leasing 30th Year Anniversary
30 Year History
https://leasingnews.org/archives/Mar2025/03_26.htm#pawnee

(9) CLFP Academies for the Next Three Months
Plus Information on Programs
https://leasingnews.org/archives/Mar2025/03_24.htm#clfp

(10)) Keep It Simple
By Scott Wheeler, CLFP
https://leasingnews.org/archives/Mar2025/03_26.htm#keep

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Commercial Finance/Leasing Finance
Conferences and Forums - Updated

Commercial Finance/Leasing Finance
April 9–11: NVLA Conference, Clearwater Beach, Florida
Conference Details 2025 NVLA Annual Conference - National Vehicle Leasing Association (NVLA)
This year's conference will feature Keynote Speaker, Michelle "MACE" Curran, Women in Leasing Poolside Social, informative education sessions, and ample networking opportunities. Attend the next NVLA Women in Leasing meeting on March 19, 2025 at 9 a.m. PT / 11 am CT / 12 pm ET.

Sloan Schickler, Esq., Schickler & Schickler, PLLC., Leasing News advisor and writer, will be covering the conference for Leasing News readers

April 9-11: AACFB Annual Conference, Las Vegas, Nevada https://myemail.constantcontact.com/Don-t-Miss-Brokering-Essen
The deadline to get the AACFB group rates for the 2025 AACFB Annual Conference in Las Vegas is fast approaching. The block at the Paris Hotel is oversold, making some nights only available at a higher rate. However, the group rate is still available at the Horseshoe Hotel next door to the Paris. Book NOW! https://conta.cc/4kmi84u Conference MDetails List of Exhibitors .

Melissa (Mel) Vinson, CLFP, VP of Marketing & Development, CLFP Foundation will be covering the conference for Leasing News Readers.

April 15-17: ELFA 36th Annual National Funding Conference, Chicago, Illinois
Conference Details
Don't miss your chance to connect with over 600 industry professionals at the ELFA Funding Conference. Funding is the lifeblood of the equipment leasing and finance industry – this event is your opportunity to secure the partnerships you need to drive success. Register and view hotel information

Randy Haug, EVP/Co-Founder LTi Technology, member of the Leasing News Advisory Board, will cover the ELFA National Funding Conference for Leasing News readers.

May 19: Broker Fair, New York City The Best is Yet to Come
https://brokerfair.org
https://brokerfair.org/register/ Now is the time to book your room for discounted rate: https://brokerfair.org/hotel-2025/

Don Cosenza, 17-year Public Relations and spokesman for North Mill Equipment Finance and past National Equipment Finance Association past board member, writer for Leasing News, will cover the Broker Fair.

September 10-12: AACFB Commercial Financing Expo, Austin, TX
Conference Details Coming Soon

October 14-16: National Equipment Finance Association Fall Conference, Renaissance Hotel, Minneapolis, Minnesota
Conference Details Coming Soon

October 26-28: ELFA 64th Annual Convention, Marco Island, Florida
Conference Details

To be listed or update: kitmenkin@leasingnews.org

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U.S. workers are losing confidence in their ability
to improve their financial situations in the near future

American workers are feeling worse about their financial futures than they have in years, according to the latest findings of LinkedIn’s Workforce Confidence survey. The findings show workers' confidence in their ability to improve their financial situations in the next six months was lower in February than it has been since the survey began in April 2020 — including during months of pandemic-driven economic instability.

Workers' confidence in their career growth and job prospects also dropped to never-before-seen lows last month. The pessimism comes amid new economic policies, a slowing job market and predictions that AI advancements could disrupt most professions.

Do these findings line up with what you’d expect? In the face of economic uncertainties, what have you been doing to fortify your finances?

LinkedIn News

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Leasing News Associate Editor
Ralph Mango

ralphmango@hotmail.com

Ralph is semi-retired, but serves as associated editor and proofreader for Leasing News. He also contributes ideas, viewpoints, and is involved in every issue.

Gerald "Jerry" Parrotto (left) receiving 2018 Leasing News Person of the Year Award from Leasing News Advisor/Associate Editor (volunteer), Ralph Mango. (photo by David Bara)

Ralph Mango nominated Jerry Parrotto, therefore it is fitting that he present the award.
Ralph said at the time, "The Monitor Magazine became the leading magazine of the leasing and finance industry, as well as popular with banks and other lenders. It is read by almost everyone in the industry. His articles demonstrated his knowledge of the industry and trust with its leaders.”
Ralph joined the Advisory Board June 26, 2013. As a reader of Leasing News, Ralph has been a long-time contributor and a resource of history. In July, 2013, he was named Leasing News Associate Editor, responsible for proofreading and editing each news edition as well as contributing content. He serves as a volunteer as do many of the Leasing News writers and contributors. In that role, Ralph sees the written news edition version first, before graphics are added, reviewing all articles. He has become the editor's right hand in producing each Leasing News edition, each early evening right before it is set in HTML.

During his leasing industry career, he has consulted on multiple business necessities that include internal control processes for sales, sales support, documentation, verification, funding, and MIS; integration of CRM into sales processes toward reducing administrative tasks, strengthening forecast reliability and pipeline veracity, and pricing authority delegation to eliminate revenue leaks, among others.

His nearly 40-year equipment leasing career included stops as VP-General Manager, SVP of Sales and Sales & Marketing, and Region management with several industry leaders. He has broad and successful business unit general management experience in both indirect and direct equipment leasing as a captive lessor and vendor provider that began as a credit manager.

His career zenith was as Sr. Vice President, Sales & Marketing, Newcourt Financial when he piloted the proposal team through which he became Co-founder, Vice President and General Manager, Dell Financial Services in 1997. He also was VP Broker Services, Marlin Leasing. Ralph (New Brunswick, ’74) is a member of the Alumni Mentoring program for Rutgers University, mentoring soon-to-be Rutgers graduates on their career aspirations and providing editing and proofreading services to them as well. He is also part of ACP. The ACP, American Corporate Partners (www.acp-usa.org), provides similar guidance to our returning military, assisting them in identifying and translating their skills that were executed in a military structure into concepts and language that resonate in the private sector.

During 2019, an outgrowth of his Associate Editor responsibilities resulted in his co-editing “A Moment in Paradise; Collaborative Thoughts on Empathy,” by former colleague Paul Jackson. All profits from the book go to Opportunities, Inc. He is available for proofreading and editing on a contract basis.

Ralph and Beth enjoy living in northern Virginia, near their three daughters, four grandchildren, and two sons-in-law.

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