conference delegate roster the road ahead. … · dsm leasing ltd. richard bell element financial...

Le Centre SheratonMontréal

September 21-23 Septembre

2011 CFLA

ACFL

conference

congrès

Capitaliser sur les possibilités.La voie est ouverte.

Capitalizing on opportunity.The road ahead.DELEGATE ROSTER

Répertoire des délégués

PREREGISTRATION DELEGATE ROSTER RÉPERTOIRE DES DÉLÉGUÉS

PRÉINSCRITS

CFLA National Conference Conférence Annuelle ACFL

September 21 – 23 2011 Le 21-23 septembre Le Sheraton Centre

Montreal

CANADIAN FINANCE & LEASING ASSOCIATION ASSOCIATION CANADIENNE DE FINANCEMENT ET DE LOCATION

Serving Canada’s asset-based financing, equipment and vehicle leasing industry.

+ Industry advocacy + Networking + Timely business-relevant information and data + Education

CFLA is the only organization advocating for your business interests.

“Membership in an association is like an insurance policy. You pay premiums for when you really need coverage.”

U.S. leasing veteran Jim Merrilees

“Together, we can accomplish more for everyone.”

Serge Mâsse

CFLA Chairman

ALPHA BY COMPANY

COMPAGNIE PAR ORDRE ALPHABÉTIQUE

*Non-members/non-membres

2011 CFLA National Conference

CAPITALIZING ON OPPORTUNITY. THE ROAD AHEAD ~ CAPITALISER SUR

LES POSSIBILITÉS. LA VOIE EST OUVERTE.Alpha Listing by Company ■ Liste d'Alpha par la Compagnie

Total Number of Registrants : 293

ADD Capital Corp.

Bill Patterson

Dave Ralph

Addison Leasing

Anthony Skerritt

Leonard Robert DiSalvia

Ravi Pathirane

Robert Holland

Robert Loucks

ADESA Canada

Steve Langdon

Aird & Berlis LLP, Barristers & Solicitors

Deborah Holbrook

Jill Fraser

Alliance Inspection Management Canada

Inc.

Andrew Snetsinger

Attila Oskoui

Ally Credit Canada Limited/Ally Crédit

Canada Limitée

Peter R. Andrew

Alta Group

David Wiener

Hugh Swandel

Murray Derraugh

Andriessen & Associates, Prof. Corps,

Barristers

Inga Andriessen

Arbutus Leasing Group

Michael Benda

Asset Appraisal Services, Inc

James Garner

Mylene Lussier

ATB Financial

Eugene Czuczman

Atticus Financial Group

Claude Lemay

Ray Salama

BAL Global Finance Canada Corporation

David Farrell

Doug McKenzie

Lisa Lussmyer

Paul Omohundro

Paul Stanislawzyk

Shaun Danton

Bank of Nova Scotia - Crédit-Bail Scotia,

Région du Québec Programme

Immigrants

Darlene Thibault

Bennett Jones LLP

Michael Clifford

Blake, Cassels & Graydon LLP

Michael E. Burke

Steve Weisz

Blue Chip Leasing Corporation

Larry Hachey

BMW Group Financial Services Canada, a

Division of BMW Canada Inc.

John Shapardanov

Pascal Orsolle

Robert Lurz

Bodkin Leasing Corporation

Raja Singh

Brome Capital

Mr. Jacques Chartrand

Pierre Therrien

Real Leclair





Canadian Black Book (Wm. Ward

Publishing Ltd.)

Josh Bailey

Canadian Finance & Leasing Association

Charlene Forde

David Powell

Lalita Sirnaik

Vanessa Foran

Canadian Western Bank

Jim Burke

Michael Docherty

Carproof Vehicle History Reports

Drew Forret

Holden Rhodes

Cars on Credit .ca Inc.

Chris McMunn

Christie Groom

Clary Laftsidis

Jolene Marriner

Kris Jeppesen

Mike Liddle

Carswell, a Thomson Reuters business

Gretchen Newman

Casitron Limited

Alex Cohen

Scott Davis

Cassels Brock & Blackwell LLP

David Budd

Joe Bellissimo

Jonathan Fleisher

Marlin Horst

Suhuyini Abudulai

CIT Financial Ltd.

Adam Blackmore

Carol Stubits

Mike Mattina

Sandy Loserro

CLE Canadian Leasing Enterprise -

Crédit-Bail Clé

Daniel Durocher

Daniel Tessier

Gary Batchelor

Jack Marandola

Luc Robitaille

CoActiv Capital Partners Canada Inc.

John Maydanski

Concentra Financial

Terry Wensley

Constellation Financing Systems Corp.

Cha Loh

David Taylor

Owen Moher

Crelogix Credit Group Inc.

Mr. Nick Carter

CSI Leasing Canada Ltd.

Aaron Tanaka

Daniel Roberts

D&D Leasing

Bill Dost

Tony Mamone

D+H

Alan Norton

Cameron Jarrett

Clare Fishwick

Jamie Hertzman

Larry Mullins

Nofel Gewarges

Richard Evans

Steve Malone





DataScan Field Services

Barry Gould

Davis LLP

Diana L. Dorey

Eric Belli-Bivar

Robert Swift

De Lage Landen Financial Services

Canada Inc.

Peter Horan

Decisioning Solultions

Shane Mark

Decisioning Solutions

Jon Corrigan

Deloitte & Touche Chartered Accountants

LLP

David Dalziel

Loraine McIntosh

DSM Leasing Ltd.

Richard Bell

Element Financial Corporation

Bruce Smith

Steve Hudson

Steve Sands

Todd Hudson

EMKAY CANADA LEASING CORP

Andy Vella

Enable Capital Corporation

Marcelle Newstadt

Enable Capital Corporation/Blue Chip

Leasing Corp

Daniel Wittlin

Envision Leasing LTD.

A division of First West Credit Union

Catherine Dangerfield

Equifax Canada

Tim Ashby

Equirex Leasing Corp.

Kevin Bowman

Larry Mlynowski

Louisa Weiss

Excel Leasing Inc.

Marshall Miller

Sheldon Zipursky

Execucor Financial Limited

Eric Knight

Finloc 2000 Inc.

Marcel Blouin

Sebastien Blouin

FinTaxi, sec/lp

Michel Hebert

Serge Masse

First Capital Leasing Ltd.

Kent Pillott

Tina Panajott

Ford Credit Canada Ltd.

Paul Monjanel

Foss National Leasing

Jeffrey Hartley

John Thomas

FSS Financial Services

Mike Casey

Securefact is the leader in:

PPSA, RDPRM, UCC Cost-effective, high volume lien registration solutions for North American lenders/lessors.

LEV™ Legal Entity Validator

Meets credit, regulatory, risk, Anti-Money Laundering and other commercial requirements.

Cost effective real-time solution for KYC (Know Your Customer) and documentation requirements.

www.securefact.com

Cost-effective solutions Customer-focused technology

The Best Technology – Securefact’s modern platform uses XML and Web Services to deliver easier integration and better security at lower cost.

A Sustainable Cost Advantage – Efficient technology and more effective workflows allow Securefact to market its superior services with a sustainable long-term pricing advantage.

The Best Service & Know How – Securefact is the industry leader in customer service and subject matter expertise due to its comprehensive focus on the finance and leasing industry’s needs.

SECUREFACT® 350 Bay Street, Suite 300 Toronto, ON M5H 2S6

Gabor Horvath, CEO Direct: (416) 646-5560

Don Whitehead, VP Sales Direct: (905) 339-9472

Lien Registration & KYC Compliance Solutions





GE Capital

Derek Phundstein

Diane Brinker

Greg Côté

Jean-François Bertrand

Lou Vigliotti

Marc-Andre Lebel

GE Capital Fleet Services

Prithviraj Dasgupta

Global Change Leaders

Patrick Palerme

Globale FC

Martin Gagnon

Mathieu LeFebvre

Gold Key Sales and Lease LTD.

John Costelloe

Great American Insurance Company

Johanna Lester

Jeff Dicosola

Todi Garay

Harrison Pensa

Mike Ohler

Hav-A-Kar Leasing Ltd.

Terry Green

Heenan Blaikie

Eric Maldoff

Honda Canada Finance Inc.

Robert Hodge

Ted Evans

Yatendra Killer

ifinance Canada Inc.

Ann Kaplan

Infinity Leasing Inc.

Colleen Seetoo

Donald Laurin

Jim Pattison Lease

Gerry Corcoran

Mike Rusch, CMA

Steve Akazawa

Tom Simmons

Key Equipment Finance Canada Ltd.

Richard McAuliffe

Scott Benson

Knightsbridge Capital Group

Chris Froehlich

Dean Shillington

Lavery, de Billy S.E.N.C.R.L. Avocats

Benjamin David Gross

Étienne Brassard

Luc Thibaudeau

Pierre Denis

Lease Administration Corporation

Ginter Baca

Lease Corp Capital Inc.

Barry Johnston

Lease Link Canada Corp.

Mr. James C. Jang

Penny Thome

Lease-Win Limited

Ron Rubinoff





LeaseTeam, Inc.

Bryan Hunt

Jeff Van Slyke

Randy Haug

Russ Hallberg

Lionhart Capital Ltd.

Gerry Bevan

Manheim Canada

Don Wallace

Gerry Johnson

Maxium Financial Services Inc.

Andrew Sunn

John Barraclough

Neil Cruickshank

Miller Thomson LLP

Jennifer Babe

Money in Motion Inc.

Erin Chisholm

Kurtis Chisholm

National Equipment Finance Association

Gerry Egan

National Leasing

Chris Noonan

Michael Dubowec

Nick Logan

Tom Edward Pundyk

Nexcap Finance Corporation

Michael Kilkenny

Scott Lowes

Northstar Leasing Corporation

Bruce G. Collingwood

Phil Rubinoff

Steve Sperling

Wayne Gray

O'Regan's National Leasing

Bryan Beauvais

Michael Burke

Odessa Technologies Inc.

Jim Humphrey

Osler, Hoskin & Harcourt LLP

Brodie Swartz

Pacific & Western Bank of Canada

Moe Danis

Pacific and Western Bank of Canada

David Thoms

Michael Dixon

Terri Wilson

Patron West

Dean Tyliakos

Ryan Risling

PayNet Canada a division of PayNet Inc.

Anthony Zambon

PayNet Inc.

Andrew Kindsuater

Bill Phelan

Tom Ware

PBRS

Scott Bridges

Pfaff Leasing

Christopher Pfaff

Mr. Paul Hewitt

PHH Arval

Bob Sandler

Jim Halliday

Patricia Furgiuele

Troy Campbell

“Since we launched on uAdjudicate,

we have realized significant

measurable benefits in terms of

consistency and risk management.

Extending with Decisioning Solutions

was an easy decision to make.” - Gord

Mooney, COO of GBC

uAdjudicate Suite

• Instantly identify good customers from bad ones.

• Enforce your unique lending policies in an automated fashion.

• Minimize approval turnaround times.

• Provide unlimited flexibility in the design of decisioning workflows.

• Allow changes to be made by your risk managers without IT involvement.

• Gain easier access to securitization and funds due to consistent decisioning practices,

compliance reporting, and audit trails.

• Improve your look-to-book rates.

• Easily process more deals without additional headcount through automated workflow

management.

The uAdjudicate Suite consists of 3 independent, yet dynamically interconnected solutions:

uAdjudicate – a Feature-rich Loan Origination System (LOS) that allows

Lenders, Funders and Auditors to seamlessly work together throughout

the lifecycle of approving a loan.

• Provides decision assistance, allowing lenders to view configurable

decision details (e.g. TDSR is 3.75% less than required to approve deal;

requires $265 in additional monthly income or co-signer). • Display credit bureau, scores and summary details (collections, TDSR,

etc.).

• Push application through to 3rd party GL/backend system.

• History tracking and message center

uDecide - Real-time transaction based Decision Engine is fully integrated,

allowing automation at every step of the value-chain.

• Creates simple to complex strategies in minutes

• Use unlimited data sources as required throughout the decision strategy

• Host unlimited predictive models from simple logistic regression to neural networks

• Unlimited amount of decision outputs including dual and tri-score matrixing for blending multiple models

uOriginate - Easy to use, feature-rich solution for application submission and application management and is intended

for originating deals from internal or external dealer networks

• Robust search capabilities, lock, edit, save, “deal testing”, resubmission, copy

existing customer into a new application…

• Workflow queues for ease of managing the process from application to funding.

• Documentation creation - upload (Income verification, DL, etc.) and download (pre-

populated contracts, loan summaries, etc.).

For more information call 1-866-805-1470 or visit www.decisioningsolutions.com

What would make lenders

trust us for over $46

Billion worth of

automated decisions in

2010?





PNC Equipment Finance, a division of

PNC Bank Canada Branch

Bill Badgio

Bruce Schruder

John Merritt

Rob MacFarlane

Theresa Provencher

Polaris Leasing Ltd.

Charlie Weppler

Michael Casey

PPSA Canada Inc.

Don Larkin

Gavin Clifton

Gerry Bellinger

Mark Wolfstadt

Preferred Credit Resources (a subsidiary

of) Squaretwo Financial Canada

Christopher Walker

Prime Capital Consulting and Forest

Leasing (2008) Inc.

Angela Armstrong

QUESTOR FINANCIAL

Ezio Traunero

RBC Capital Markets/National Client

Group

Paul Redmond

RBC Equipment Finance Group

Aldo Nocella

Bruce Pennington

Frank Suppa

Rosie Caputo

RCAP Leasing

Aaron Johnson

Carl Crechiolo

Eugene Basolini

Grant D. Damery

Ritchie Bros. Auctioneers

Jerilyn Nicholsen

Riverin Law Firm

Marie-Josée Riverin

Rousseau Automotive Communication

Jean Boutzis

Jean-Luc Rousseau

Rousseau Marketing

Remy Rousseau

Roynat Lease Finance

Bob Mormina

Joseph Laleggia

Lui Spizzirri

Mark Cannon

Mark Furlong

Yves Dessureault

Savoie Joubert, g.p.

Alicia Brulotte

Francois Joubert

Marc Savoie

Michael Redmond

Scotia Leasing

Alan Morgan

Doug Reeve

Michelle Massingham

Scott Capital Group Inc.

Brian Jagt

Securcor Corporation

Tom Howse

Securefact

Don R. Whitehead

Gabor Horvath

Gord Hough





Shaw Lease & Truck Rentals

Dan Smith

Nate Clarke

Rick Romeril

Sofico

Gemar Hompes

Somerville National Leasing & Rentals

Ltd.

Doug Moore

Squaretwo Financial

Paul Larkins

Stonebridge Financial Corporation

Franca Albernaz

John Estey

Robert Colliver

TD Bank Commercial Finance

Bruce Tuckey

Darren Cooke

Grant McDonald

Michael Riley

The Canada Life Assurance Company*

Michael Schroeter

TIP Capital

Hub Casselman

Thomas Rutherford

TLS Fleet Management

Louis Trudelle

Paul Turner

Torkin Manes LLP

David Chaiton

Trademark Capital Finance Corporation

Tom Panoulias

Transcourt Inc.*

Bruce Daccord

Varion Capital Corp.

Darren Brooks

Geoff Smiley

VW Credit Canada Inc.

David Wicks

Mr. Patrick Lefebvre

Wells Fargo Equipment Finance

Company

Allan Campbell

Byron Payne

Daniel Devries

David Cuthbert

Joseph Fantauzzi

Laks Swaminathan

White Clarke North America

Art Yeames

Wilson Vukelich LLP

Andy Ayotte

WONGA CANADA INC

Brian Simmons

WS Leasing Ltd.

John Gowans

Business Description of Companies (As provided by the companies themselves)

Déscription de activités commerciales des enterprises

(telles que fournies par le enterprises memes)

*Non-members/non-membres

HigHer service standards. Faster response time. Better results.

We’re committed to providing real-time legal support services that exceed your expectations, helping you achieve better results for your clients.

From business registration filings and corporate information retrieval to court filing and process serving, we offer a complete range of corporate and litigation support services. No matter what your business requirement or area of practice, our services will help you be more productive than ever.

Corporate ServiCeS• Corporate and Business Searches• Security Searches and Due Diligence • PPSA Searches and Registration• NUANS® Names Searches• Enhanced Name Search• Articles of Incorporation• Corporate Supplies • Business Registrations and Renewals• Representation Services• Corporate Information Filings• Monitoring Services• Corporate Database Management Software• Incorporations

Litigation ServiCeS• Court Filings • Process Serving• Real Estate Searches and Registrations• Address Searches and Police Reports• Document Acquisition

ask aBout our oFFerings in your jurisdictionCall toll-free 1-800-267-0183, option 4 Visit www.cyberbahngroup.com

Business Description of Companies (As provided by the companies themselves)

Déscription des activités commerciales des enterprises

(telle que fournies par les enterprises elles même) ADD Capital Group Specializes in Revenue Generating Equipment;

Provides commercial and public sector financing

Aird & Berlis LLP Barristers & Solicitors

Law Firm

Alta Group Provides merger and acquisition advisory services to equipment leasing companies worldwide.

Andriessen & Associates Business lawyers with 18 years experience in leasing litigation – including repossession of assets.

Arbutus Leasing Group ATB Financial Oil and gas lender Atticus Financial Group Atticus Financial Group specializes in originating

leases for small & mid-ticket equipment and vehicles

BAL Global Finance Canada Corporation

BAL Global is the Canadian arm of Bank of America Leasing. A mid to large ticket vendor origination equipment finance company.

Bennett Jones LLP Law Firm

Blake, Cassels & Graydon LLP Securitization and asset-based lending and leasing transactions

Blue Chip Leasing Corporation Small ticket prime credit equipment leasing company.

BMW Group Financial Services Canada, a Division of BMW Canada Inc.

Financial Services Canada is one of the core business activities of BMW Group and generates sustainable results for the group. By providing a comprehensive portfolio of flexible leasing and financing programs. Financial Services makes a major contribution to acquiring new customers for the company and ensuring their long term-loyalty to the Group. As a globally active financial services provider, we are the first choice for BMW Group business partners and customers. The driving forces of our partnership-oriented company are: 1) a future-oriented entrepreneurial spirit, 2) a desire for innovation and 3) a passion for customer service.

The Canada Life Assurance Private Debt investment

Canadian Western Bank Banking and financial services.

Carproof Vehicle history reports

Casitron Limited Providers of a comprehensive lease/loan accounting solutions for managing portfolio’s, tracking assets & handling accounts

Cassels Brock & Blackwell LLP Financial services lawyer

CIT Financial Ltd. CIT is a lending, advisory and leasing services provider to small and middle market businesses.

CLE Canadian Leasing Enterprise – Crédit-Bail Clé

Established in 1979, CLE Leasing is a leading company offering the best financing option to very small, small and medium businesses and self-employed workers who want to acquire equipment

CoActiv Canada Small & Mid ticket equipment leasing

Concentra Financial Commercial equipment lessor.

Constellation Financing Systems

Provides financial systems to finance and leasing companies.

Crelogix Credit Group Inc. A non-bank Canadian financial services provider.

DataScan Field Services DataScan Field Services is the largest floor plan inventory verification and vehicle inspection company in the automotive industry.

Davis LLP Davis LLP is an international law firm, established in 1892, currently has 250 lawyers with offices in Vancouver, Calgary Toronto, Montreal, Whitehorse, Yellowknife, Edmonton, and Tokyo.

DBRS Rating Canadian structured finance products. De Lage Landen Financial Services Canada Inc.

A global provider of leasing, business and consumer finance solutions, including vendor finance and factoring.

Deloitte and Touche Chartered Accountants LLP

Restructuring Services.

DSM Leasing Ltd. Equipment financing – mid through large ticket transactions.

Element Financial Corporation Asset based leasing.

Emkay Canada emkay.com

Enable Capital Corporation Asset based finance & equipment leasing

Equifax Canada Equifax Commercial Information Solutions provides the information necessary for companies to best understand their business customers, prospects and suppliers. In addition to best-in-class commercial credit risk data, we offer business linkage and firmographics to help companies gain greater visibility into their supply chain and improve the precision of their sales and marketing efforts. www.equifax.ca/commercial

Equirex Leasing Corp. Focused in commercial and industrial equipment leasing, servicing the sub-prime and near-prime segments of the Canadian Market.

First Capital Leasing Ltd. One of the largest Equipment Brokerage Finance Company in Canada. Have dealt with numerous industries and have an extensive repeat client base and have established relationships with most underwriters in Canada.

Foss National Leasing Foss National Leasing provides fleet leasing and management services on a national basis. Management services include fuel and maintenance management, accident services, licensing, taxable benefits and fleet management outsourcing.

GE Capital Solutions Canada With more than 20 offices across Canada, GE Capital Solutions offers innovative financial products and services that can help take your business to the next level.

GE Capital Fleet Services Vehicle leasing & fleet management

Globale FC Well established brokerage company, Financière Globale is a Canadian leader in corporate financing. Financière Globale aims to offer the business world the finest financing conditions on the market, together with the personalized service. Whether you require equipment financing, conventional financing or mortgage financing. Financière Globale has the ideal financial solution.

Great American Insurance Company

Great American provides equipment leasing and finance businesses with products and services to help manage risk, create revenue opportunities, and ensure customer satisfaction. Our unique,

http://www.equifax.ca/commercial

http://www.gecapitalsolutions.ca/





proven path to success provides everything needed to help clients achieve maximum advantages and benefits from their insurance program. Customizable insurance products, dedicated in-house service, fast claims handling, personalized training and marketing support – and, personal assistance every step of the way.

Honda Canada Finance Inc. Automotive captive finance company.

Infinity Leasing Inc. Provides commercial financing of equipment, company financial consulting and restructuring, as well as accounting and bookkeeping service.

Jim Pattison Lease Celebrating our 50th year, Jim Pattison Lease is Canada’s leader in customized fleet management solutions. Specialists in both open and closed ended leasing; we are experts at helping organizations set up and effectively manage their fleet of vehicles.

Key Equipment Finance Canada Ltd.

Key Equipment Finance Canada Ltd. partners with vendors of technology and capital asset equipment providing lease financing to their business customers. They also provide direct financing solutions to corporate and commercial clients for equipment acquisitions.

Knightsbridge Capital Group Independent financial services company specializing, offering specialized corporate financing solutions.

Lease Corp Capital Inc. Equipment lending brokerage specializing in the mid-ticket market place.

Lease Link Canada Corp. Small and mid-ticket commercial equipment lease broker

LeaseTeam, Inc. End to end software service provider for equipment leasing companies.

Lease-Win Limited Established in 1970 to provide vehicles for either fleets or personal use. They service what they lease with no charge courtesy cars.

Lionhart Capital Ltd. Equipment and vehicle lease broker since 1990

Manheim Canada Wholesale automobile auction serving new and used auto dealers, finance companies, banks, corporate fleets and rental companies, etc.

Maxium Financial Services Inc. Maxium Financial Services Inc. provides structured lease financing and asset management services to Canada's leading businesses.

Miller Thomson LLP National business law firm

National Leasing Setting the standard in North America for fast, efficient and attentive financing services.

Nexcap Finance Corporation Nexcap provide equipment leasing and structured financing supply chain. Financing small, medium and large companies as well as to government based entities.

Northstar Leasing Corporation Northstar is a Canadian leader in providing lease financing through its channel of brokers and vendors. Well established (1983), Northstar has the programs to find any and all business requirements.

Pacific and Western Bank of Canada

Finance public sector and investment grade entities. Finance leasing companies and capital corporations.

Patron West Equipment finance brokerage

PayNet Inc. PayNet, Inc. is expanding its services into the Canadian marketplace to provide credit risk management solutions tailored specifically to the Canadian commercial equipment finance industry. PayNet, Inc. is a company that provides risk management tools and market insight to the commercial credit industry.PayNet is constructing a proprietary database of term debt data that will enable Canadian lenders to better assess how Canadian businesses are paying on comparable credit obligations. Members who contribute payment history data have access to credit history summaries for individual borrowers that is compiled from the pooled data of multiple lenders.

Pfaff Leasing Leasing of high end vehicles

PHH Arval A full service provider of fleet management solutions with international expertise, strong customer focus and award-winning technology.

PPSA Canada Inc. PPSA processing and corporate and land title search specialist.

Prime Capital Consulting and Forest Leasing Inc.

Provider of equipment lease financing for enterprises located in western Canada. Helps finance projects for companies that need equipment for their own use or, equipment suppliers helping clients to acquire new equipment, using a lease finance solution.

RBC Equipment Finance Group Full service equipment leasing.

Ritchie Bros. Auctioneers The world's largest auctioneer of used and unused equipment.

Riverin Law Firm Law Firm. Scotia Leasing General equipment leasing and financing.

Scott Capital Group Inc. Equipment Lessor specializing in true leases.

Securefact The leader in Lien Registration and Legal Entity Validation services and technology. Securefact’s superior technology, subject matter expertise and singular focus means a sustainable cost advantage for CFLA members.

Sofico Software for Leasing.

Squaretwo Financial Squaretwo Financial is a leader in the $100 billion asset recovery & management industry. Through its award-winning technology and unique partners network, Squaretwo Financial creates a more effective way for companies and consumers to resolve their debt commitments.

Somerville National Leasing & Rentals Ltd.

An independent vehicle leasing company with offices in Toronto and Calgary. National car rental licensee in Woodbridge, Bolton, Richmond Hill, Newmarket and Oshawa.

Stonebridge Financial Corporation

A prominent Canadian financial services company, well known for its ability and expertise in structuring financings for syndication in the institutional market. Stonebridge provides highly specialized services in project finance, structured finance, bulk lease finance, and financial advisory.

TD Equipment Finance Lease financing.

TIP Capital Independent Leasing Co.

Torkin Manes LLP Law Firm.

Transcourt Inc.* Tank trailer leasing and rental. Varion Capital Corp. Commercial equipment finance and leasing

company. VW Credit Canada Captives – Automotive Financing

Wells Fargo Equipment Finance Company

Equipment lessor

Wilson Vukelich LLP A boutique law firm specializing in financial services, corporate, tax and commercial litigation

Wonga Canada Wonga is an online lender providing short-term loans to consumers.

WS Leasing Ltd. WS Leasing Ltd. is a vehicle and truck lessor in Western Canada. WS Leasing is wholly owned subsidiary of westminister savings credit union.

CANADIAN LEASE EDUCATION ON-DEMAND AVAILABLE 24 /7at www.c�a-ac�.ca

Enhancing and expanding professional knowledge within the Canadian asset-based �nancing, equipment and vehicle leasing industry

What is CLEO?Canadian Lease Education On-demand (CLEO) is series of pre-taped educational webinars designed to enhance your general understanding of the asset-based �nancing, equipment and vehicle leasing business in Canada. Whether you are new to the leasing industry or a seasoned professional interested in an aspect of the business outside your expertise, CLEO provides:

A comprehensive leasing education. The CLEO program takes individuals through the life of a lease from marketing and pricing to collections and lease company management. Participants can also learn about the key legal, insurance and accounting issues that a�ect the leasing industry.

Excellent instructors. CLEO instructors are veterans of the leasing industry practicing in today’s market. Based on participant evaluations, more than 80 per cent of respondents agreed that CLEO instructors were knowledgeable about their course content and e�ective presenters.

A �exible and convenient way to learn. All you need is a quiet room and a computer with high-speed internet. Take CLEO sessions from home, work or anywhere you wish, at a time that’s most convenient for you. You can take all of the sessions in short time to get a comprehensive picture of the leasing business in Canada or take sessions one at a time, in any order.

An opportunity to ask questions – Even though the CLEO sessions are pre-taped, you can still ask the instructors questions.

Employees, managers and owners of leasing companies who want to expand their knowledge of the leasing industry.

Upwardly mobile employees who, with exposure to the overall workings of a leasing company, will provide a stronger contribution to their employers.

Leasing industry service providers who would like to increase their industry knowledge to better serve their clients.

Who Should Register? CLEO Sessions Sessions consist of pre-reading materials, the on-line webinarand test and evaluation to complete the course.The complete CLEO programme is made up of the following sessions:

Marketing & Sales and the Selling Process Lease PricingVendor Relationships & the Lease vs. Buy Decision Making Process The Credit Process Financial Statements Collections & Portfolio Management Lease Company Management & Sources of Financing for a Leasing Company Legal Session I - Lease DocumentationLegal Session II - Leasing Law Financial and Tax Accounting for Leases - Updated to includeIFRS + HSTInsurance for Leasing Companies

Although these sessions were developed primarily with business-to-business transactions in mind, much of the learning related to common business functions applies equally to consumer �nancing as well.

CostMember: $125 per session plus GST/HST Non-members: $225 per session plus GST/HST

For more information about Canadian Lease Education On-demand, click on the CLEO icon on CFLA’s web site at www.c�a-ac�.ca or contact: Charlene Forde, Manager, Events & Member Services at charlene@c�a-ac�.ca or 416-860-1133 ext 25/toll-free: 1+ 877-213-7373, ext 25

CLEOCanadian Lease Education On-demand

CF&LAAC

FL

TO OUR GENEROUS SPONSORS

" F O C U S E D O N S O L U T I O N S "

R

TM

Canada’s Leader in Customized Fleet ManagementJim Pattison Lease

THANK YOU

conference delegate roster the road ahead. … · dsm leasing ltd. richard bell element financial...

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