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######## 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.

Balboa Capital Available Position
Program Manager II- Equipment Broker Sales

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It’s good for originators to be busy
It’s better for originators to be productive
But it’s essential for originators to generate profit
By Scott Wheeler, CLFP

The most successful originators understand that their core responsibility is to produce assets that maximize profitability—for themselves, their companies, and their funding partners.

For much of the past decade, the industry prioritized growth and compensated originators primarily based on volume. “Bigger is better” was the prevailing mindset. However, over the past 18 months—and definitively in 2025—the industry has shifted. We’ve returned to fundamentals and rediscovered a key truth: bigger is not always better. Sustainable success is driven by strong, high-performing assets that contribute meaningfully to the bottom line.

Here are three examples that illustrate different approaches and outcomes:

Originator A: The Hustler – Busy, but Questionably Profitable

This originator works long and hard hours every day. He leads the team in call volume and meetings. He’s enthusiastic about every opportunity and generates the most applications.

However, his funding-to-application ratio is low, and he consumes internal resources heavily. While he is an above-average producer by volume, his weighted average yield is slightly below the company average. His portfolio performance—with higher delinquency and write-offs—lags behind peers.

He is a valued team member, but his efficiency and profitability are inconsistent.

Originator B: The Relationship Builder – Efficient, but Yield-Challenged

This originator works with focus and intention. She nurtures her top relationships and is excellent at prequalifying opportunities.

Her application volume is strong, and her funding-to-application ratio is high. She is highly efficient with internal resources. She’s a top-tier producer—though not number one—and a strong cultural ambassador for the company.

However, her average yields are consistently below target, and while her portfolio is historically solid, recent performance has seen some issues. She is a key contributor, but profitability from her deals could be improved.

Originator C: The Strategist – High Performing and Highly Profitable

This originator is both strategic and efficient. He aligns his efforts with company goals, focusing on vendors and end-users that match his strengths. He maintains a strong book of business while continually prospecting for future opportunities.

His application volume is among the highest, and his funding-to-application ratio leads the company. A consistent top producer, he balances pricing decisions with market awareness and risk. He knows when to trim yields to win key accounts and when to price for risk, resulting in a wide but strategic yield spread. He achieves the highest weighted average yield in the company, and his portfolio is the most profitable.

He delivers true value, consistently contributes to the bottom line, and is a recognized leader within the organization.

Now more than ever, originators must go beyond just being busy or productive—they must be profitable. As a company, it’s time to recalibrate what we reward, recognize, and replicate. High volume alone does not drive sustainability. High-performing, well-structured, and profitable assets do.

Scott A. Wheeler, CLFP
Wheeler Business Consulting
1314 Marquis Ct.
Fallston, Maryland 21047
Phone: 410 877 0428
Fax: 410 877 8161

Email: scott@wheelerbusinessconsulting.com
Web: www.wheelerbusinessconsulting.com
Wheeler Business Consulting is working with individual originators and sales teams throughout the industry to ensure that they are well positioned in the market, capturing their fair share of business, and outperforming the competition. To schedule a one-on-one meeting contact Scott Wheeler at: scott@wheelerbusinessconsulting.com

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Looking for Broker Business
Updates or Changes, Contact kitmenkin@leasingnews.org

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.

We encourage companies who are listed to contact us for any change or addition they would like to make. We encourage adding further information as an "attachment" or clarification of what they have to offer would be helpful to readers.

Please send company name, contact/email or telephone number as well as a URL to attach or description to kitmenkin@leasingnews.org

Alphabetical list - click on company name to view more details

1st Enterprise Bank Leasing
360 Equipment Finance
Balboa Capital Corp.
Bankers Capital
Baystone Government Finance/
KS StateBank
Blue Bridge Financial
Boston Financial & Equity Corp.
BSB Leasing, Inc.
Calfund, LLC
Celtic Bank

C.H. Brown Company
Clicklease
Dakota Financial
Dedicated Funding
Dext Capital
First Federal Leasing
First Midwest Equipment
Finance Co.
Financial Pacific Leasing
Forum Financial Services, Inc.
Gonor Funding
Global Financial & Leasing Services, LLC

International Financial Services
Corporation
Maxim Commercial Capital, LLC
Navitas Credit Corp.
NewLane Finance
NFS Leasing, Inc
North Mill Equipment Finance
SLIM Capital, LLC
Targeted Funding Co., LLC
TEAM Funding Solutions
TimePayment

Leasing Associations: All non-profit leasing associations are abbreviated. To see the full name and learn more about the association, please click here.

BBB - Better Business Report | CBB - Leasing News Complaint Bulletin Board
| CNI - Current News Information

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

N/R (not reported)
* (no response---these listing do not come from the company directly, but from our research from many sources. It is our policy not to put anything in this section without confirmation.)

Name In Business Since Contact Website Leasing Association	Employees	Geo Area	Dollar Amount	A	B	C	D	E
Clicklease 2018 info@clicklease.com 888-509-5582 www.clicklease.com ELFA, NEFA (see footnote)	274	National	$5,00 to $25,000	Y	N	N	N	Y
Balboa Capital Corp. 1988 A Division of Ameris Bank since December 2021 Robert J. Rasmussen Chief Operating and Risk Officer 949-399-6344 robertjr@balboacapital.com https://www.balboacapital.com AACFB, ELFA, NEFA	229	USA	$3,000 - $5,000,000	Y	Y	N	N	Y
TimePayment Burlington, Massachusetts 1989 Caitlin Keefe Broker Channel Manager caitlin.keefe@timepayment.com 855-259-1034 Broker Desk brokerdesk@timepayment.com 866-994-7260 https://timepayment.com/brokers AACFB, ELFA, NEFA (Footnote)	200	National	$500 to $1 million+	Y	N	N	Y	Y
Financial Pacific Leasing A subsidiary of Umpqua Bank 1975 Terey Jennings CLP, 800-447-7107 tjennings@finpac.com www.finpac.com ELFA, NAELB, NEFA (click here for further description)	140	USA and Canada	$5,000-$500,000	Y	Y	Y	Y	Y
North Mill Equipment Finance 1959 David C. Lee DLee@northmillef.com 203-354-6001 www.nmef.com AACLB, ELFA, NEFA	110	National	App Only: $15k to $250k App Plus: $250k - $1M	Y	Y	Y	Y	N
NewLane Finance Philadelphia, Pennsylvania 2017 George Pelose, Pesident 267-768-3301 gpelose@newlanefinance.com www.newlanefinance.com AACFB, ELFA, NEFA (more)	75	Nationwide	$25,000 to $500,000	Y	N	N	Y	Y
Blue Bridge Financial, LLC 2009 Steven Elbridge seldridge@bluebridgefinancial.com www.bluebridgefinancial.com AACFB, NEFA, ELFA (more)	35	United States	$20,000-$500,000 avg. size: $85,000	Y	Y	Y	Y	Y
First Midwest Equipment Finance Co. a subsidiary of First Midwest Bank (F/K/A National Machine Tool Financial Corp.) 1986 Rick Lang, CLFP Senior Vice President, Sales Director (847) 871-4253 rick.lang@firstmidwest.com www.netlease.com ELFA (click here for further description )	33	48	App Only Machine Tools $100,000 to $500,000 Financial Statement Transaction $100,000 to $10 Million	Y	Y	N	Y	Y
Maxim Commercial Capital, LLC 2009 Dana Freeman, Director Broker Relations 213-425-3163 Dana@maximcc.com https://maximcc.com AACFB, CLFP, ELFA, NEFA	30	Nationwide	$5,000 - $3 million	Y	Y	Y	N	Y
Navitas Credit Corp. - Partner Funding 2011 Ron Elwood 800-516-0761 partnerfunding@navitascredit.com pf.navitascredit.com AACFB, ELFA, NAELB	200	National	$10,000 plus	Y	Y	N	Y	Y
Dext Capital Portland, Oregon 2018 Kyin Lok (971) 708-6100 www.dextcapital.com ELFA, NEFA (more)	24	United States	$20,000 - $500,000	Y	Y	N	N	Y
1st Enterprise Bank Leasing 2006 Los Angeles, California Robert Selway Relationship Manager rselway@1stenterprisebank.com 213-430-7061 Cell: 213-500-0181 (click for more info)	21	CA only- Los Angeles, Orange County, Inland Empire	$100,000	Y	Y	N	N	Y
C.H. Brown Company a Subsidiary of Platte Valley Bank Wheatland, Wyoming Kit West Business Development Director/Broker Relations (307) 241-7005 kwest@chbef.com www.chbef.com AACFB, NEFA, & NAFA (National Aircraft Financing Association) (click for more info)	23	National	$15,000 Minimum*	Y	N	Y*	N	N
National Equipment Finance Norwalk, Conneticut 2010 Michael B. Tornichia Vice President – Business Development T 201-248-0496 F 415-520-5535 mtornichia@nationsequipmentfinance.com www.nationsequipmentfinance.com *Will work with other lenders/lessors (see footnote for more information)	20	USA and Canadal	500k-25mm +	Y	N	N	N	Y
First Federal Leasing 1989 Kristi S Herig President, First Federal Leasing Sr. Vice President, First Bank Richmond kherig@firstbankrichmond.com 765-962-3881 x 526 www.firstfederalleasing.com NAELB (Q)	18	Nationwide	$5,000 min.	Y	N	N	N	N
BSB Leasing, Inc. 1992 Colorado, Hawaii Don Meyerson, Pres. DMyerson@bsbleasing.com Vicki Shimkus,CLFP West Coast Brokers vshimkus@bsbleasing.com www.bsbleasing.com NAELB (click here for further description)	16	National	$10,000 Minimum Application Only to $250,000 Financial Statement Transaction Up to $1MM Business Loans Up to $500K	Y	N	N	Y	Y
NFS Leasing, Inc. Beverly, Massachusetts 2001 Dean Oliver deano@nfsleasing.com 978-767-2353 www.nfsleasing.com NEFA (Footnote)	15	US and Canada	$50,000 to $3MM	Y	Y	N	N	Y
Targeted Lending Co., LLC 2015 Brian Gallo bgallo@targetedlending.com Renee Hazard rhazard@targetedlending.com 716-266-6700 www.targetedlending.com ELFA, NEFA	15	National	$5,000 to $250,000	Y	Y	N	Y	N
TEAM Funding Solutions 1992 Ted Reynolds – Owner and President Jeff Deskins – Credit Manager App Submittal: Lynn Smith – Senior Broker Development Manager 888-457-6700 x115, Bill Baskerville – Broker Development Manager 888-457-6700 x114, Funding: Stephen Stuesser – CFO Jamie Moore – Marketing Manager Phone: 888-457-6700 x109, Enrollment Fax: 512-258-2322 www.teamfundingsolutions.com NAELB, NEFA (click here for further description)	13	48 States	$20,000-$200,000	Y	Y	Y	N	N
360 Equipment Finance Austin, Texas 2001 Ann Smithson ann@360equipmentfinance.com 512-263-7235 x110 www.360equipmentfinance.com AACFB, NEFA (More)	12	48 States, Except Hawaii, Louisiana	$5,000 - $50,000 / $5,000 - $75,000 for Construction Equip.	Y	N	N	N	N
Boston Financial & Equity Corporation 1968 Debbie Monosson debbie@bfec.com www.bfec.com EAEL, NEFA	12	National	$100,000 to $1,500,000 Does Subprime Leases (click here for further description)
Global Financial & Leasing Services, LLC 2008 Jerald Collens Broker Relationship Mgr. 480-478-7402 Jerald@gfrservices.com www.gfrservices.com AACFB, ELFA	12	National	$25,000 to $1 Million	Y	N	N	Y	Y
Dedicated Funding 2017 Salt Lake City, Utah Kathy Nordendahl kathy.nordendahl@dedicatedfunding.com 801-293-1539 www.dedicatedfunding.com NEFA (click here for more info)	10	National	$15,000 to $250.000 "A" Application Only Stuctured "B" $10,000 - $150,000	Y	Y	Y	Y	Y
Calfund, LLC 2000 Harry Saghian harry@calfundllc.com calfundllc.com (click here for further description)	10	Western States	$15K Minimum Does Subprime Leases
International Financial Services Corporation dba IFS 1981 Dara Dietmeyer Vice President & Syndications 8477-932-0912 ddietmeyer@ifsc.com 847-932-0912 www.ifsc.com AACFB, ELFA, NEFA (More)	10	Nationwide	$100,000 - $3 million	Y	N	Y	N	Y
Dakota Financial 2001 Charla Laird Sales & Marketing Manager 310-432-2935 Direct 858-212-4994 Cell 310.696.3035 fax charla@dakotafin.com www.dakotafinancial.com NAELB, NEFA	9	Nationwide	$10,000 to $1MM	Y	N	Y	N	N
Forum Financial Services, Inc. 1996 Tim O'Connor 972-690-9444 ext. 225 tim@forumleasing..com 275 West Campbell Road Suite 320 Richardson, Texas 75080 Fax: 972-690-9464 www.forumleasing.com NAELB & NEFA	7	Nationwide	$50,000 to $1.0 million. Our average size transaction is $250,000. Preferred Range $100,000 to $500,000 Does Subprime Leases
Bankers Capital 1990 James Aiksnoras President 508-351-6000 Jamesa@bankers-capital.com www.bankers-capital.com AACFB, NEFA (footnote)	6	Nationwide	$40,000 +	Y	Y	N	N	N
Celtic Bank Leasing & Equipment Finance Group 2015 Eric Helit 1-855-203-8634 Direct 1-801-362-6500 Office ehelt@celticbank.com www.celticbank.com (Footnote)	5	Contiguous US	$100,000 to $2 million	Y	N	N	N	N
SLIM Capital, LLC 2016 Shervin Rashti, CLFP, CEO (310) 499-2506 Main: (310) 499-2562 x108 www.slimcapital.com AACFP. NEFA, CLFP (Footnote)	<5	Nationwide	$25,000 to $2 million(Avg $200,000)	Y	Y	Y	N	N
Standard Professional Services, LLC 1976 Mr. Raphael Lavin, CLFP JWhalen@spsllc.net 847-291-7858 www.spsllc.net EAEL, NAELB, NEFA (click here for further description)	4	Nationwide & some offshore	$10,000 - 250,000 ($25,000 - $150,000 desired)
Gonor Funding 2001 Norman J. Gonor ngonor@gonorfunding.com 818.784.5444 Jason Gonor 818.402.6999 www.gonorfunding.com (click here for further description)	3	USA	USA Does Subprime Leases
Northwest Leasing Company, Inc. Bellevue, Washington 1992 Tad Rolfe 425-827-8386 tad@nwleasing.com www.nwleasing.com (more info)	3	Washington, Oregon, and Idaho	$10,000 to $75,000 (Avg. $25K)	Y	N	N	N	Y
Mesa Leasing, Inc. 2000 David Watt dave@mesaleasing.com 850-641-1002 www.mesaleasing.com NAELB (Notes)	3	California	$10,000 to $100,000	Y	N	N	N	N
Allegheny Valley Bank Leasing Pittsburgh, Pennyslyvania P. 412.781.1465 C. 412.475.1727 www.avbpgh.com (click here for further description)	2 (plus bank assistance)	PA, OH, WV, MD, Western NY	$5K to $50K " app only" Over $50k to $3M full financials	Y	N	N	Y	Y
Baystone Government Finance/ KS StateBank 1987/1969 Linda J. Tiers, Vice President phone 800-752-3562 fax 785-537-4806 ltiers@ksstate.bank www.baystone.net NEFA, NAELB, ELFA and AGLF (click for more info)	2	Nationwide	$5,000 to $2 million	Y	N	N	N	Y

C.H. Brown Company

Application +Banks to $150,000
Over $150,000 Full Financials to $325,000 Max Funding
Average Deal size is $60,000 to $70,000
B/C credits w/%10 to %23 interest rates
Zero Down and Startup Programs

in the list, for C, Yes w/established relations

Kit West added to sub-broker, "with establishedd relations. We also only do EFA's so the disclosures put an end to that.

1st Enterprise Bank Leasing We are a pure business bank focusing on privately held companies solely in Southern California with annual revenues of $2MM to $200MM. From Santa Barbara to San Diego. Basically, if there is a deal in CA that’s worth the driving distance for one of our Relationship Managers; because we meet each client in person at the very least once or twice.- Robert Selway

Allegheny Valley Bank Leasing
"We are looking for some new business avenues. We are like everyone today… cautious yet we are somewhat optimistic about the future. We presently have 6 approved regional brokers and a 4 direct vendor programs. 2 small ticket and 2 larger ticket (average ticket size of $250k). We like medical business of all types and can be very responsive to brokers / vendors that work with us closely. We are looking for relationships not just transactions."
"Out of Market transactions must be at or near Investment Grade."

Boston Financial & Equity Corporation, most of our leases are venture capital backed startups and turnarounds. We require full financial disclosures, CPA and internal statements, no tax returns. We do not required additional collateral, no PG's or RE needed. Do not send deals with large tax liens, especially if they are payroll taxes. Broker Qualify - A deal in hand and a full package

BSB Leasing, Inc is a direct funding source. In addition we offer an experienced Syndication Desk that can place transactions that fall outside of credit, equipment, geographic or dollar amount appetite.

Calfund, LLC finances 18 wheelers and some trailers for owner operators with substandard credit.

Exchange Bank Leasing--We are an "A" credit lender working with professional lease brokers who originate leases and loans for companies located in California. We are credit driven and our list of industries and list of equipment we will not lease for a qualified client is very short. Our credit managers are available to the lease professionals we work with. We like to know the lease professionals we work with very well - visiting with them often.

Financial Pacific Leasing is a subsidiary of Umpqua Bank. FinPac has been in business since 1975, and supports a nationwide network of Third Party Originators. Our small ticket group funds transactions ($5,000 - $100,000) "A" to "C" credits. Our commercial group funds transactions ($100,000 - $500,000) for “A” credits. We are a strong and stable company committed to the Third Party channel. A relationship with Financial Pacific can enhance your vendor/origination relationships by broadening your credit window. To Qualify - Please Call or see "Prospective Third Party Originators" section on www.finpac.com.

Forum Financial Services, Inc., prefer venture capital backed start-ups and middle market to large corporate turnaround companies including companies in bankruptcy and post bankruptcy. Our absolute minimum sales for an established business with financial problems are $10.0 million. (this does not include venture capital backed start-ups). Broker Qualify - Please visit our website at www.forumleasing.com or call 972-690-9444 ext. 225

Gonor Funding specializes in hard to fund leases with D credit. Collateral based with good rates and commission program. Broker Qualify - Please Call

First Midwest Equipment Finance Co.

Provides financing, leasing, and lending services to businesses and municipalities with “A” through “D” credit profiles throughout the United States, Canada, Mexico, and South America. Since inception, FMEF has provided nearly $1 billion in financing to over ten thousand customers. Also seeks third party originations.

Financing programs, leases, and loans for equipment costing from $10,000 to $10,000,000+. “Application only” programs (No financials or tax returns required) for equipment up to $350,000 and we generally make a credit decision on these transactions within 24 hours.

www.netlease.com

National Equipment Finance---Summary NEF
Target Transaction: Individual transaction size: $500k - $25MM+ Structures: Term Loan, (True) Lease, Sale Leaseback
Collateral: Generally critical use equipment such as manufacturing, construction, transportation, energy/mining, marine, aircraft, and up to $2MM of owner occupied real estate. No: FF&E, telecomm, IT, high tech.
Term: 2 – 7 years
Advance rates: Generally 75% -> 100% of OLV/FMV
Club Deals: We will work with other lenders/lessors Books $36 Million First Six Months in Business http://www.nationsequipmentfinance.com/article3.html

Standard Professional Services. LLC is a non-cookie cutter funder who does not credit score.

Summit Leasing consider ourselves to be primarily "B" credit lenders, working almost exclusively through brokers. Broker Qualify - Contact us

TEAM Funding Solutions is a C-credit funder that provides a unique alternative to credit scoring. We fund new business start-ups and older businesses with weaker credits when we roll up our sleeves to understand “their story.” Equipment leases are approved and funded based on common sense, the Lessee’s ability to pay and the Broker’s input.

Northwest Leasing Company, Inc.
We focus on transportation and construction industry equipment leasing.

Business Reports: Companies listed may make any netiquette comment about their company or reports or other information in the footnote section of their listing. Leasing News recommends readers also view the footnote as well as the section itself or searching reports on the business.

It also should be noted that if a BBB report listing is found by a reader, as there may not have been one when this was last up-dated, please send the link to kit@leasingnews.org so Leasing News may up-date this section.

Leasing Associations: All non-profit leasing associations are abbreviated. To see the full name and learn more about the association, please click here.

BBB - Better Business Report | CBB - Leasing News Complaint Bulletin Board
| CNI - Current News Information

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

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(March 31, 2025) - After years of seemingly defying inflation and driving U.S. GDP growth, U.S. consumer spending showed signs of weakness in the first two months of 2025. After dropping more than 0.6 percent in January, real personal consumption expenditure barely bounced back in February, edging up just 0.1 percent or $16 billion on a seasonally adjusted, annualized basis.

The weaker-than-expected spending increase was driven by a decline in service spending - the first since January 2022 -and a warning sign that consumers may be starting to cut back on discretionary spending. At the same time, consumers increased spending on durable goods, possibly making purchases earlier than planned to avoid higher prices widely expected as a consequence of new tariffs.

The latest report on Personal Income and Outlays also revealed that personal saving increased sharply for the second month in a row, as the personal saving rate, i.e. savings a s a percentage of disposable income, climbed to 4.6 percent in February from 3.3 percent in December.. While high personal savings can be a sign of excess disposable income, they can also be a sign of growing uncertainty. Consumers wary about the short-term economic outlook are more likely to postpone big purchases and shore up their savings, while confidence typically boosts spending.

By Felix Richeter, Statista

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Leasing News Advisor/Legal Editor
Marshall Goldberg

Marshall Goldberg
Glass & Goldberg, A Law Corporation
22917 Burbank Blvd.
Woodland Hills, CA 91367-4203
(818) 474-1532 Direct
(818) 888-2220 Main
(818) 888-2229 Facsimile
mgoldberg@glassgoldberg.com
www.glassgoldberg.com

Marshall F. Goldberg is the Managing Partner and a founder of Glass & Goldberg. He has served as lead counsel in well over one hundred major trials. He has been an active member and leader for over 40 years in financial institution associations, including the Equipment Leasing and Finance Association ("ELFA"), the National Vehicle Leasing Association ("NVLA"), The Alternative Finance Bar Association, and the National Equipment Finance Association (“NEFA”), and its predecessors.

Marshall has been selected for the past fourteen (14) consecutive years for inclusion in “Super Lawyers Magazine,” which represents only 5 percent of the lawyers in the State of California. Super Lawyers is a listing of outstanding lawyers, chosen from a rigorous, multiphase process, who have attained high peer recognition and professional achievement.

Marshall has served on the Equipment Leasing and Finance Association Legal Committee and the Credit and Collections Management Committee. He also served as a member of the Editorial Review Board of the Journal of Equipment Lease Financing. He has been the Chairman of the Professional Development, Education and Information Sub-Committee for the ELFA Legal Committee. He was responsible for developing, organizing, managing and editing the Legal Website, which includes an online compendium of legal issues pertaining to the 50 States, "What's New in the Law", and the "Catalogue of Legal Information".

With the assistance of the ELFA staff, Marshall developed, chaired and monitored the Legal Listserve, an online forum for attorneys to discuss pertinent legal issues on a daily basis. Marshall is co-author and co-editor of the Executive Guide to Remedies, and the Executive Guide to Lease Documentation. Marshall also serves on the ELFA Legislative and Regulatory Subcommittee.

He is the recipient of the annual “Edward A. Groobert Award for Legal Excellence” presented on behalf of the ELFA Lawyers. This is the highest award given to an attorney by a peer group of hundreds of both in house and outside counsel.

Marshall is married to Patti for 45 years, who is also an attorney and is now the administrator of Glass & Goldberg. They name and they have three boys, Daniel, a partner and chair of the privacy department for the law firm of Frankfurt Kurnit, Justin, an executive consultant for IBM and Ethan, a software engineer for Samsara, an Internet of Things company that develops objects with sensors, processing ability, software and other technologies to connect and exchange data with other devices and systems over the Internet.

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

NEFA Charity Glow Golf Event Raises Over $28,000 at 2025 Spring Conference

The National Equipment Finance Association (NEFA) Foundation Committee is proud to announce that its 2025 Spring Conference charity event raised more than $28,000 in support of the Tam Kỳ Project’s fire recovery efforts in Los Angeles and the Chris Walker Education Fund.

Originally planned as an outdoor glow golf experience, the event was quickly adapted to an indoor format due to inclement weather. But that didn’t stop over 110 participants from showing up ready to compete, connect, and contribute. The evening featured a lively mix of mini-golf, music, food, and drinks.

This impactful fundraiser was made possible thanks to the generous support of NEFA members including: Dakota Financial, LLC, Asset Compliant Solutions (ACS), Dedicated Financial GBC, Wintrust Specialty Finance, North Mill Equipment Finance, LTi Technology Solutions, InstaCOVER, LLC, First Commonwealth Equipment Finance, Hanmi Bank, Oakmont Capital Services, Channel Partners, Alliance Funding Group, Leasepath, Northland Capital, Dressler & Peters, LLC, APEX Commercial Capital, Navitas Credit Corp, Star Hill Financial LLC, and Universal Finance Corp.

Chad Sluss, CEO of NEFA, remarked, “The commitment of our members and sponsors to come together for a greater cause is what makes NEFA truly special.” said.

Dave Gruber, Chair of the NEFA Foundation Committee, added, “It was incredible to see our community rally around these two meaningful causes. The funds raised will have a real and lasting impact, not just for those recovering from the devastating fires in Los Angeles, but also for future leaders of our industry through the Chris Walker Education Fund. We are deeply grateful to everyone who made this possible.”

NEFA extends heartfelt thanks to all who participated, donated, and helped make the evening a glowing success—rain or shine

About the National Equipment Finance Association
The National Equipment Finance Association (NEFA) is a professional organization dedicated to serving the equipment finance industry through education, advocacy, and networking opportunities. The NEFA Foundation supports initiatives that promote education, professional development, and community engagement.

About Tam Kỳ Project
Tam Kỳ Project improves the quality of life for children and families in need — victims of natural disasters, extreme poverty, and those with disabilities. When the wildfires struck in California, the Tam Kỳ Project sprang into action to help provide for people who lost everything.

About the Chris Walker Education Fund
The Chris Walker Education Fund honors the legacy of Chris Walker, a dedicated NEFA member and industry advocate for education and professional development in the equipment finance industry. Established to continue his passion for supporting others, the fund provides grants to NEFA members seeking educational opportunities.

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

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