Leasing News - information, news, education and entertainment for the commercial bank, finance and leasing industry

######## surrounding the article denotes it is a press release, it was not written by Leasing News nor has the information been verified, but from the source noted. When an article is signed by the writer, it is considered a byline. It reflects the opinion and research of the writer.

New Hires/Promotions in the Leasing Business
and Related Industries

Forrester Faia was hired as Vice President of Business Development, Loeb, New York City, New York. He is located in the Greater Chicago, Area. Also, Principal, Forrester Financial, LLC (Jan 2010 – Present). Previously, he was Senior Account Executive, Canon Solutions America, (April, 2022 - February, 2024). He joined Vendor Capital Finance, LLC, Senior Vice President (June, 2014 - April 2022), Director of Sales and Business Development (2014 - April, 2022). Full Bio: https://www.linkedin.com/in/forrester-faia-535939/details/experience/
https://www.linkedin.com/in/forrester-faia-535939/

Tom Flynn was promoted to Senior Strategic Partnership Manager, BlueVine, Jersey City, New Jersey. He is located in Hoboken, New Jersey. He joined Bluevine March, 2020, Business Development Representative promoted February, 2022, Team Lead, Strategic Partnerships, promoted August, 2022:, Business Development Sales Manager; Sales, Business Development & Content Marketing (2020 -January 2022); Sales, Business Development & Content Marketing, LendEDU (2015 - 2019).
https://www.linkedin.com/in/tom-flynn-/

Michael Lefkowitz, CLFP, was hired as Leasing Credit Manager, Civista Leasing and Finance, Pittsburgh, Pennsylvania. He is located Pad in Swedesboro, New Jersey. Previously, he was Senior Credit Analyst, Summit Funding Group (March, 2013 - February, 2024); Small Business Credit Manager, WSFS Bank, (March, 2018 - October, 2020). He joined Marlin Business Services Corp. June, 2013, promoted May, 2016, Credit Manager, promoted AVP, Mid-Ticket Credit Leader (January, 2018 - March, 2019). Full Bio:
https://www.linkedin.com/in/michaellefkowitzclfp/details/experience/
https://www.linkedin.com/in/michaellefkowitzclfp/

Kyle Richardson was hired as Chief Credit Officer, Vantage Financial, Greater Minneapolis. He joined DLL July, 2021, Structuref Credit Manager, promoted Regional Risk Officer (September, 2023 - January, 2024). Previously ,he was at Winthrop Resources, staring April, 2020, Vice President, Credit Manager, promoted Senior Vice President, Credit Manger (September 2020 - July, 2021). He began his career at First Bank June, 2005, Banking Officer, North Denver Market, promoted January, 2010, Vice President, Loan Review, promoted Senior Vice President, Summit County Market (January, 2012 - March, 2016).
Full Bio: https://www.linkedin.com/in/kyle-richardson-92a6596/details/experience/
https://www.linkedin.com/in/kyle-richardson-92a6596

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Funder List "A"
Please Update Your listing

This list was created a number of years ago and when a business changes, merges, or goes out of business, it is deleted.

Leasing News relies primarily on the companies themselves to keep the list current of who to contact, email, telephone numbers, and other information provided on the list, including:

A -Accepts Broker Business | B -Requires Broker be Licensed | C -Sub-Broker Program |
D -"Private label Program" | E - Also "in house" salesmen

There is no advertising fee or charge for a listing. They are “free.” Leasing News makes no endorsement of any of the companies listed, except they have qualified to be on this specific list.

To qualify for this list, the company must be a "funder" and not a "Broker/Lessor" or "Super Broker/Lessor." The company may sell off its portfolio from time to time, but the definition is for a company or financial institution where 50% or more of its business is from actually "funding" transactions themselves, where they are on "recourse." Every non-public company's banker and/or investor(s) are contacted to verify this.

Leasing News reserves the right to not list a company who does not meet these qualifications.

You are encouraged to email kitmenkin@leasingnews.org to update information in your listing.

Full Listing:
https://leasingnews.org/Funders_Only/Funders.htm

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Leasing and Finance Industry Help Wanted

Business: An Adventure of Innovation, Risk, and Growth
By Ken Lubin, ZRG Partners, Managing Director

Where creativity meets strategy and ambition intertwines with challenges, running a business is more than just a profession – it's an adventure. Just like an explorer setting out on a quest to uncover hidden treasures, entrepreneurs embark on a journey filled with excitement, uncertainty, and the promise of growth.

The Call to Adventure
Every business begins with an idea – a spark of inspiration that sets the stage for the journey ahead. Similar to the hero's call to adventure in classic literature, entrepreneurs hear the beckoning of opportunity. This initial concept, whether it's a revolutionary product, a unique service, or an innovative solution to a problem, ignites the entrepreneurial spirit.

Navigating Uncharted Waters
Like explorers venturing into uncharted territories, entrepreneurs often face uncertainty and ambiguity. The business landscape is constantly evolving with technological advancements, changing consumer behaviors, and market fluctuations reshaping the playing field. This uncertainty can be daunting but it's also what makes the adventure exhilarating. Just as explorers adapt to new environments, entrepreneurs must adapt to changing market dynamics.
Conquering the Dragons

In any adventure, challenges and obstacles are par for the course. These obstacles are the dragons that entrepreneurs must face and conquer. Whether it's securing funding, dealing with fierce competition, or managing unforeseen crises, these challenges test an entrepreneur's mettle. Just as heroes grow stronger by overcoming adversity, businesses can learn, evolve, and improve through these trials.

The Thrill of Innovation
A key aspect of any adventure is the pursuit of innovation. Entrepreneurs are the trailblazers of the business world, constantly seeking new ways to disrupt industries, improve lives, and create value. Innovation is the compass that guides them through uncharted waters, helping them discover opportunities others might have missed.

Rewards and Setbacks
Just as explorers find treasures and suffer setbacks along their journeys, businesses experience both triumphs and failures. Achieving a major milestone, winning over a key client, or seeing a product positively impacting people's lives are the treasures that make the adventure worthwhile. On the flip side, setbacks and failures provide valuable lessons that help refine strategies and build resilience.

Growth and Evolution
Every adventure, whether it's a story of exploration or a business journey, is marked by growth and evolution. Businesses expand their horizons, refine their processes, and scale their operations as they navigate the twists and turns of the marketplace. This growth isn't just about financial success; it's also about personal and professional development.

Business is indeed an adventure – a thrilling expedition filled with twists, turns, challenges, and opportunities. Just like explorers who forge new paths, entrepreneurs bring novel ideas to life and navigate through uncharted territories. By embracing the adventurous spirit of entrepreneurship, individuals can approach their business endeavors with resilience, curiosity, and a willingness to embrace the unknown. So, whether you're a seasoned business owner or an aspiring entrepreneur, remember that every decision you make, every challenge you face, and every innovation you create contributes to the epic adventure of business.

Ken Lubin, Managing Director
ZRG Partners, LLC
Americas I EMEA I Asia Pacific
C: 508-733-4789
https://www.linkedin.com/in/klubin

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ZRG Partners Honored in Newsweek's Excellent 1000
Named by The Best Practice Institute

Larry Hartmann, CEO and President, ZRG Partners, Global Talent Advisory firm, said, "We are honored to have been named to the Newsweek/Best Practice Institute Excellence 1000 Index for 2024.

“We are one of only three talent advisory firms to receive this honor. Congratulations to all the team members who have made this recognition possible, and here's to even greater heights to come!”

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Top Ten Leasing News Read by Readers
February 5 - February 9

(1) Commercial Finance/Leasing Finance Conferences
2024 – UPDATED with Current Information
Note Leasing News Writers Covering the Event
https://leasingnews.org/archives/Feb2024/02_09.htm#conf

(2) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Feb2024/02_09.htm#hires

(3) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Feb2024/02_07.htm#hires

(4) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Feb2024/02_05.htm#hiress

(5) License and Registration Updated
A State-by-State Analysis of License Requirements
for Lenders and Brokers
https://leasingnews.org/archives/Feb2024/02_07.htm#lic

(6) Employer deals earn BofA more than
$10 billion in deposits, investments
https://www.reuters.com/business/finance/employer-deals-earn-bofa-more-than-10-bln-deposits-investments-2024-02-08/

(7) Funders Taking "New" Broker Business List
Four Do Not Require that Brokers Be Liken
https://leasingnews.org/archives/Feb2024/02_07.htm#takingsed

(8) Part II -Great Time to be a True Independent or an
Equipment Finance company that Acts Independent
By Randy Haug, LTi
https://leasingnews.org/archives/Feb2024/02_05.htm#part2

(9) Leasing News Advisory Board Vice Chair
Paul Menzel, CLFP
https://leasingnews.org/archives/Feb2024/02_09.htm#menzel

(10) ELFA Launches Interactive State Map
to Track Financial Disclosure Regulation Activity
Free to Non-Members
https://leasingnews.org/archives/Feb2024/02_07.htm#elfa-

Leasing News Advisor
Terri McNally

President/Founder Global Capital Limited
205 W Wacker Dr. Ste. 730
Chicago, IL, 60606-1468
312-846-6918 x 202
terri@globelease.com
http://www.globalcapitalltd.com

Terri McNally is President and Founder of Global Capital, Ltd. Global Capital will celebrate 25 years in business November, 2024. Terri started GCL after leaving the corporate world of equipment financing. She is active in many associations, has won several awards and recognitions, and has served as a speaker at conferences all over the world for over 35 years. She is a member of The Chicago Network, other female business organizations and is a former member of the Board of Directors for the Women’s Business Enterprise Council (WBENC).

Terri is one of only 26 women to be named “Women of Distinction” by WBENC. She’s engaged in efforts to train and mentor female business owners in the U.S. In 2023, Terri was recognized as one of the Top 50 Notable People in Finance with Crains Chicago. In December, she was recognized as one of the Top Women in Equipment Leasing by The Monitor.

On her own, Terri is a frequent speaker around the world on the topics of mentoring female entrepreneurs, developing diverse business communities, entrepreneurship, and finance. Some previous speaking engagements include summits in Mexico City, Dubai, Berlin, and the United Kingdom. In 2010, Terri co-founded Women for Wounded Warriors to help spouses and caregivers of military personnel to receive training, mentorship, and ultimately, economic empowerment. Terri serves on the Board of Directors for the American Cancer Society, North Central Region

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

Sudhir Amembal Free Webinar on “Winning with Leasing!”
Tuesday, February 13, 12 pm ET, 9 am PT

Sudhir Amembal
Amembal and Halladay

The free webinar is an extract from Amembal & Halladay’s flagship.

The approximately 60-minute webinar will enable attendees to understand all the benefits of finance and operating leases; learn how best to gauge customer needs; prepare deal-clinching responses to commonly encountered objections; and, strategize on possessing the ideal attributes to win incremental transactions.

Newcomers will gain valuable insight; the experienced will refresh their skills; sales personnel will get practical tips to win incremental transactions; marketing professionals will learn how to improve marketing collateral; and, back-office personnel will obtain a high-level understanding of the products.

Amembal has been serving the global equipment finance industry since 1978. Firms under his stewardship have trained over 80,000 equipment finance professionals throughout the world, over 50,000 in the U.S. He has co-authored, authored and published 18 industry publications. He was inducted into ELFA's Hall of Fame in 2016 and was a nominee for "The Legend" as well as "MVP Behind the Scene" awards at the Monitor Converge 2023. He was the first person to be awarded an honorary CLFP credential by the CLFP Foundation.

For registration information:
https://us06web.zoom.us/webinar/register/WN_zwKDJWAhSeefaFqdzmb29w#/registration

For questions, please contact: sudhir@amembalandhalladay.com

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