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Calendar of Events

The CLFP Foundation is present at events across the country and throughout the year.

Please reference this section frequently to find out about Training Events in your area as well as Conferences at which the CLFP Foundation will be exhibiting. If you are already a CLFP, or if you are finance professional considering certification, please be sure to stop by our booth.

Examinations are held on the third day of the Academy for Lease & Finance Professionals.  Examinations are also held in various parts of the country, however with enough advance notice, the Foundation can assist in scheduling an exam proctored by a CLFP at a location close to the candidate. 

CLFPs are encouraged to obtain additional education and consistently strive to improve their professional competency. Although CLFPs should remain active in the leasing industry and earn CPE credits toward recertification, there are additional ways to earn CPE credits. Some examples are: conducting the CLFP Master Review Class, participation in the Mentor Program, industry training, industry association membership, participation in industry associations (such as being active on association committees, serving as an officer/director of an industry association, making literary contributions to industry publications, etc.).

Upcoming events

    • Thu, August 16, 2018
    • 8:00 AM (EDT)
    • Sat, August 18, 2018
    • 4:00 PM (EDT)
    • Hosted by Great American Insurance. Class Location: Great American Insurance, Queen City Square, 301 E. 4th Street, 23rd Floor, Cincinnati, OH 45202. Guests will check-in at lobby security for access to the 23rd floor.
    • 2
    Register

    The 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 The Certified Lease & Finance Professionals' Handbook . During the first two days, all of the required sections of the CLFP exam are covered in-depth and on the third day, the exam is offered, but not mandatory.

    Hotel recommendation:

    Residence Inn, 506 East 4th Street, Cincinnati, OH 45202 (contact Michelle Noyes (mmnoyes@gaig.com), Great American Insurance  if you would like assistance with a corporate rate).

    The cost to attend the class is $750 and the cost of the exam is $695.  When purchased together, the total is discounted to $1400. Current CLFPs are offered a discounted price of $395 and class attendance satisfies the Recertification requirement.

    Dress code:
    Business casual

    For more information, please contact Reid Raykovich, CLFP at: reid@CLFPFoundation.org

    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. Due to the number of repeated cancellations, only one cancellation per attendee, however, a credit may be used for that individual or another employee of the same company toward a future Academy.

    • Tue, August 21, 2018
    • 7:00 PM - 10:00 PM
    • Seattle Mariners Baseball & Networking
    Register

    Join your fellow CLFPs at:

    Seattle Mariners Baseball & Networking
    Online registration is available until: 8/21/2018

    https://www.nefassociation.org/events/EventDetails.aspx?id=1098125&group=

    Safeco Park
    1250 1st Ave S
    Seattle, Washington 98134

    BATTER UP WITH NEFA AT SAFECO PARK!

    SEATTLE MARINERS VS. HOUSTON ASTROS

    LIMITED # OF TICKETS! GET YOURS TODAY!

    Watch the game in comfort and style on the exclusive Terrace Club Level of the ballpark and enjoy a relaxing and casual experience. View the game from your seats or step inside the Terrace Club Lounge complete with plasma TVs, full bars and specialty concession stands.

    Your ticket includes:

    Access to the Terrace Club Level
    Food & Soft drinks
    2 Drink Tickets

    First-pitch is at 7:05 pm. Pre-game it as early as 6:15 pm!

    Please register so that we know how many people to expect.

    Just an FYI that this is a non-hosted event.

    We look forward to seeing you there!  


    For information contact:

    Reid Raykovich, CLFP
    reid@clfpfoundation.org



    • Thu, August 23, 2018
    • NBC Sports Arena
    Register

    Join your fellow CLFPs at:

    NBC Sports Arena (the center area of Xfinity Live) within the Philadelphia stadium complex. 

    Details to be determined.

    Please register so that we know how many CLFPs to expect.  

    Just an FYI that this is a non-hosted event.

    We look forward to seeing you there!  


    For information contact:

    Rob Boyer, CLFP
    rboyer@bbandt.com



    • Thu, August 23, 2018
    • 9:00 AM - 10:00 AM (CDT)
    • Starbucks
    Register

    Join your fellow CLFPs at: 

    Starbucks
    920 N. Water Street
    Milwaukee, WI 53202

    Time:  9:00am - 10:00am

    Please register so that we know how many CLFPs to expect!

    We look forward to seeing you there!  


    For information contact:

    Jason Seitz
    jason.seitz@bmo.com


    • Thu, August 23, 2018
    • 10:00 AM (CDT)
    • Community Services Clearinghouse and Lunch at Cheddars
    Register

    Join your fellow CLFPs for Community Services Clearinghouse and lunch at Cheddars.

    Arvest Equipment Finance will be participating in this year’s CLFP DAY on August 23rd.  We will volunteer some time from 10:00 am – 12:00 noon and then go to lunch together. 

    We will be helping the Community Services Clearinghouse pack lunch bags for the school meal program.  They are located @ 4420 Wheeler Ave. Fort Smith AR 72902-1522.

    Lunch will be held at Cheddars 3907 Phoenix Avenue, Fort Smith, AR.

    Please register so that we know how many CLFPs to expect.  Just an FYI that this is a non-hosted event.

    We look forward to seeing you there!  


    For information contact:

    John Bradford
    jbradford@arvest.com

     


    • Thu, August 23, 2018
    • 12:00 PM - 1:00 PM (EDT)
    • FAEF Cafeteria, 255 Woodcliff Drive, Fairport, NY 14450
    Register

    Join your fellow CLFPs for lunch at:


    FAEF Cafeteria, 255 Woodcliff Drive, Fairport, NY 14450 from 12:00 pm-1:00 pm.

    Please register so that we know how many CLFPs to expect.  

    Just an FYI that this is a non-hosted event.

    We look forward to seeing you there!  


    For information contact:

    Andrew Eller, CLFP
    andrew.eller@faef.com



    • Thu, August 23, 2018
    • 11:30 AM - 1:00 PM (CDT)
    • Boulder Tap House
    Register

    Join your fellow CLFPs for lunch at:

    Boulder Tap House
    3950 2nd Street S.
    St. Cloud, MN 56301

    Time: 11:30 am - 1:00 pm

    Please register so that we know how many CLFPs to expect.  Just an FYI that this is a non-hosted event.

    We look forward to seeing you there!  


    For information contact:

    Beth McLean, CLFP
    bmclean@northlandcapital.com

    • Thu, August 23, 2018
    • 3:00 PM - 6:00 PM
    • The Westgate Bourbon Bar & Taphouse, 3800 SW Cedar Hills Blvd., Beaverton, OR 97005
    Register

    Join your fellow CLFPs at:

    The Westgate Bourbon Bar & Taphouse. They have over 50 microbrews, a great wine selection, and they serve lunch and dinner (burgers, sandwiches, pasta dishes and lots more). 

    Mark it on your Calendars now!

    The Westgate Bourbon Bar & Taphouse
    3800 SW Cedar Hills Blvd.
    Beaverton, OR 97005
    http://www.thewestgatepdx.com/

    Please register so that we know how many CLFPs to expect.  

    Just an FYI that this is a non-hosted event.

    We look forward to seeing you there!  


    For information contact:

    Rosanne Wilson, CLFP
    rosanne@1stindependentleasing.com



    • Thu, August 23, 2018
    • 5:30 PM - 7:00 PM
    • RA Sushi Bar & Restaurant
    Register

    Join your fellow CLFPs at:

    RA Sushi Bar & Restaurant, 2401 Park Avenue, Tustin, CA 92782

    Date: August 23, 2018
    Time: 5:30 – 7:00 pm

    Appetizers and drinks hosted by: Hanmi Bank Commercial Equipment Leasing Division

    Educational opportunity: Eric Roy with DocuSign – hear how you can implement DocuSign into your business and build better efficiencies through expedited documentation and increased security.

    Questions can be directed to Amy Spragg at amys@pacificacapital.com or Jaimie Haver jaimie.haver@hanmi.com .

    Please register so that we know how many CLFPs to expect.  

    We look forward to seeing you there!  

    Amy Spragg, CLFP                                                                 Jaimie Haver

    949-727-3711, ext. 231                                                           949-825-8940
    amys@pacificacapital.com                                                     jaimie.haver@hanmi.com


    • Thu, August 23, 2018
    • 6:00 PM - 10:00 PM
    • The California Academy of Science: Nightlife Exhibits
    Register

    Join your fellow CLFPs for a fun evening at:

    The California Academy of Science: Nightlife Exhibits  https://www.calacademy.org/nightlife

    We will keep it pretty informal. Anyone who wants to come can grab their own $15 ticket or we can buy a batch once we have confirmed attendees and just set up a meeting place beforehand.

    Please register so that we know how many CLFPs to expect.  Just an FYI that this is a non-hosted event.

    Time: 6:00pm – 10:00pm

    We look forward to seeing you there!  


    For information contact:

    Nick Fong, CLFP
    nick@apfinancing.com

    Christine Underwood, CLFP
    christine@apfinancing.com





    • Fri, August 24, 2018
    • 3:00 PM (EDT)
    • Mastermind Escape Games - Escape Room
    Register

    Hey CLFPs of the South,

    You’re cordially invited to a CLFP Day event in Atlanta on Friday, August 24th!

    This will be the most important networking event of 2018.

    Here’s the plan so far:

    Since we are all so very smart, I am looking at an escape room starting around 3/3:30pm in the Dunwoody-Sandy Springs area: https://mastermindescapegames.com/about-us/

    And since we are all in this industry, I figured we could follow it up with a happy hour starting around 5-ish

    Drinks and grub in a location TBD (somewhere near the escape room)

    I know Atlanta may be far for a lot of you, but I at least wanted to extend the invite… TX and AR, looks like y’all have a decent amount of CLFPs in your state, so no offense here if you want to plan your own events… Also, I know that last year our plans didn’t quite work out, but this year, Guy and I are definitely in… so I hope everyone else can join us!

    Please let me know if you will or will not be part of the best networking group in the country… I need to nail down some numbers for the venues in the next week or two.

    Please register so that we know how many CLFPs to expect.  

    Just an FYI that this is a non-hosted event.

    We look forward to seeing you there!  


    For information contact:

    Mae Philpott, CLFP
    mphilpott@qualityleasingco.com



    • Thu, September 06, 2018
    • Fri, September 07, 2018
    • Dallas/Plano Marriott at Legacy Tower Center, Dallas, TX
    Learn more about the coveted CLFP designation by stopping by to visit the CLFP Exhibitor's booth. The Certified Lease & Finance Professionals Handbook will be available for purchase.
    • Thu, September 13, 2018
    • 3:30 PM (CDT)
    • Sportsman's Golf Course
    Register

    Join your fellow CLFPs for mini-golf at:

    Sportsman's Golf Course
    Northbrook, IL

    Drinks and appetizers afterwards.

    Start Time: 3:30 PM

    Hosted/sponsored by ECS and Beacon Funding  

    Please register so that we know how many CLFPs to expect.  

    We look forward to seeing you there!  

    For information contact:

    Lisa Wollney, CLFP
    lwollney@ecsfinancial.com



    • Mon, September 17, 2018
    • Wed, September 19, 2018
    • Loews Philadelphia Hotel, Philadelphia, PA

    Learn more about the coveted CLFP designation by stopping by to visit the CLFP Exhibitor's booth. The Certified Lease & Finance Professionals Handbook will be available for purchase.

    • Wed, October 03, 2018
    • Fri, October 05, 2018
    • Charlotte Marriott City Center, Charlotte, NC
    Stop by and visit the CLFP Exhibitor's booth and learn more about the coveted CLFP designation. The Certified Lease & Finance Professionals' Handbook will be available for purchase. 

    • Sun, October 14, 2018
    • Tue, October 16, 2018
    • JW Marriott Phoenix Desert Ridge Resort & Spa, Phoenix, AZ

    Learn more about the coveted CLFP designation by stopping by to visit the CLFP Exhibitor's booth. The Certified Lease & Finance Professionals Handbook will be available for purchase.

Past events

Thu, August 02, 2018 2018 Academy for Lease & Finance Professionals - Philadelphia, PA Hosted by Odessa
Thu, July 12, 2018 2018 Academy for Lease & Finance Professionals - Chicago, IL Hosted by BMO Harris Equipment Finance Company
Mon, June 04, 2018 2018 ELFA Credit & Collections Management
Thu, May 17, 2018 2018 Academy for Lease & Finance Professionals - Kansas City Hosted by Arvest Equipment Finance
Thu, May 03, 2018 2018 Academy for Lease & Finance Professionals - Southern California Hosted by First Foundation Bank
Thu, April 26, 2018 2018 NAELB Annual Conference
Thu, April 12, 2018 2018 Academy for Lease & Finance Professionals - Burlington, MA Hosted by LeaseQ
Wed, March 14, 2018 2018 NEFA National Equipment Finance Summit
Sun, February 25, 2018 2018 ELFA - Equipment Management Conference & Exhibition
Fri, November 17, 2017 2017 NAELB Western Regional
Thu, November 16, 2017 Academy for Lease & Finance Professionals - Philadelphia Area - Hosted by BB&T Commercial Equipment Capital
Sun, October 22, 2017 2017 ELFA - 56th Annual Convention
Thu, October 12, 2017 Academy for Lease & Finance Professionals - Southern California Hosted by First National Capital
Wed, October 04, 2017 2017 NEFA Funding Symposium
Thu, September 28, 2017 2017 CLFP Day - Chicago Area
Thu, September 14, 2017 2017 NAELB Eastern Regional
Mon, September 11, 2017 ELFA - Lease and Finance Accountants Conference/Operations and Technology Conference
Thu, August 24, 2017 2017 CLFP Day - Southern California Area
Thu, August 24, 2017 2017 CLFP Day - Houston Area
Thu, August 24, 2017 2017 CLFP Day - Seattle Area
Thu, August 24, 2017 2017 CLFP Day - San Francisco Area
Thu, August 24, 2017 2017 CLFP Day - Portland Area
Thu, August 24, 2017 2017 CLFP Day - Bend Area
Thu, August 24, 2017 2017 CLFP Day - Fort Smith, AR
Thu, August 24, 2017 2017 CLFP Day - Milwaukee Area
Thu, August 17, 2017 Academy for Lease & Finance Professionals - Dover, NH hosted by Ascentium Capital
Thu, July 20, 2017 Academy for Lease & Finance Professionals - Seattle area hosted by Orion First Financial
Thu, June 22, 2017 Academy for Lease & Finance Professionals - San Francisco, CA hosted by AP Financing and Ivory Consulting Corp.
Thu, May 04, 2017 Academy for Lease & Finance Professionals - Chicago, IL hosted by BMO Harris and ECS Financial Services - SOLD OUT
Thu, March 23, 2017 Academy for Lease & Finance Professionals - Atlanta, GA hosted by Patriot Capital
Wed, March 15, 2017 2016 NEFA Spring Finance Summit
Thu, February 23, 2017 Academy for Lease & Finance Professionals - Minneapolis, MN hosted by IDS and KLC Financial
Fri, November 11, 2016 2016 NAELB Western Regional
Thu, November 03, 2016 Academy for Lease & Finance Professionals - Denver Area
Sun, October 23, 2016 2016 ELFA Annual Convention
Thu, September 22, 2016 Academy for Lease & Finance Professionals - Philadelphia Area - SOLD OUT!
Thu, August 25, 2016 CLFP Day! Houston Area - Hosted by Ascentium Capital
Thu, August 25, 2016 CLFP Day! Southern California - Hosted by Banc of California and First Foundation Bank
Thu, August 25, 2016 CLFP Day! Puget Sound Area
Thu, May 12, 2016 Academy for Lease & Finance Professionals - San Francisco Area - SOLD OUT
Thu, February 04, 2016 Academy for Lease & Finance Professionals - Southern California
Thu, January 07, 2016 Academy for Lease & Finance Professionals - Minnesota
Fri, November 13, 2015 2015 NAELB Western Regional
Thu, November 05, 2015 Academy for Lease & Finance Professionals - Midwest
Wed, October 07, 2015 2015 NEFA Fall Funding Symposium
Thu, August 13, 2015 Academy for Lease & Finance Professionals - Northeast
Tue, July 28, 2015 CLFP Puget Sound Power Hour
Thu, June 18, 2015 Academy for Lease & Finance Professionals - Texas
Thu, May 07, 2015 Academy for Lease & Finance Professionals - Southern California
Thu, April 30, 2015 2015 NAELB Annual Conference
Wed, March 18, 2015 2015 NEFA Spring Finance Summit
Fri, November 07, 2014 NAELB Western Regional
Sat, October 11, 2014 Institute for Leasing Professionals - Maryland
Tue, August 12, 2014 Institute for Leasing Professionals - Pacific Northwest
Fri, August 08, 2014 Institute for Leasing Professionals - Southern California
Wed, July 23, 2014 Institute for Leasing Professionals - Chicago
Thu, May 01, 2014 Master Review Class at NAELB Annual Conference
Thu, May 01, 2014 2014 NAELB Annual Conference
Wed, April 02, 2014 Master Review Class at NEFA Finance Summit
Wed, April 02, 2014 2014 NEFA Finance Summit
Thu, December 12, 2013 Pacific Northwest NEFA Holiday Party
Thu, December 05, 2013 Southern California NEFA Holiday Party
Thu, October 10, 2013 Master Review Class at NEFA Fall Funding Symposium
Thu, October 10, 2013 2013 NEFA Fall Funding Symposium
Fri, September 27, 2013 Why Should I Become a CLP and What Will It Do For Me?
Fri, September 27, 2013 NAELB Western Regional
Fri, August 16, 2013 Institute for Leasing Professionals - Southern California
Thu, April 18, 2013 Master Review Class at NAELB Annual Conferece
Thu, April 18, 2013 2013 NAELB Annual Conference
Sat, March 16, 2013 Master Review Class at NEFA Finance Summit
Thu, March 14, 2013 2013 NEFA Finance Summit
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