The Certified Lease & Finance Professional (CLFP) designation is the preeminent credential for equipment leasing and finance professionals who have demonstrated competency through testing of knowledge, continuing education and a commitment to their business practices and dedication to the industry. Every CLFP has at least two years in the equipment finance industry and has passed a rigorous 8-hour exam.
ON THIS PAGE YOU’LL FIND:
- Our Mission
- Our Vision
- Essential Roles and Practices
- CLFP Board of Directors
- CLFP Partnership Program
- CLFPs in Good Standing
Building a better commercial equipment leasing and finance industry by helping its individuals achieve exceptional standards of professional conduct and technical expertise.
Establish the Certified Lease & Finance Professional (CLFP) designation as the preeminent credential throughout the world for professionals who have demonstrated mastery of the CLFP Body of Knowledge, exceptional competency and a commitment to exemplary ethics through their business practices, continuing education and dedication to the industry.
Essential Roles and Practices
- Encourage attainment of superior levels of professional development through education, involvement in and contributions to the Industry.
- Define and promulgate industry standards for professionalism and ethical practices in the equipment leasing and financing industry.
- Propagate awareness, respect and trust throughout the industry, the general public and government, for the Foundation and its Professional Certification program.
- Build, maintain and distribute a core Body of Knowledge to properly present the full scope of industry policies, procedures and practices.
- Require CLFPs to expand and update their knowledge of the equipment leasing and financing industry through continuing education.
- Promote the “CLFP” designation as an enviable brand of professional achievement and peer recognition within the Industry.
- Serve as the governing body for CLFP certification and re-certification.
- Provide access to education, training and certification testing through strategic partner alliances.
- Stimulate general global awareness and interest in the Foundation and the CLFP designation through press relations, professional associations and other public relations activities.
CLFP Board of Directors
Marci Slagle, CLFP
Marci Slagle, CLFP is the Vice President of Originations for 36th Street Capital, LLC. She has been working in the industry for over 20 years. Marci started her career in leasing with Amembal Capital Corporation, who she was with for over eight years. In her tenure there she was a driving force behind the expansion and implementation of the Intermediary and Broker Funding Department. She moved to Tetra Financial Group in 2006 to help them promote and expand their presence in the broker community. In 2008, she left Tetra to move to VFI Corporate Finance, Inc. to start their third party/origination desk. In 2017, she took a position with SQN Capital Management to assist in bringing their funds to the US Market, before she made the move to 36th Street Capital. She is active in many of the Industry Associations and currently serves, as President on the executive committee for the CLFP Foundation and as a member of the Middle Market Steering Committee and on the Membership Committee for ELFA. She has also served as the Conference Chair for NAELB and on the board for NEFA (formerly UAEL) and WAEL. She is a current member of ELFA and NEFA. Marci donates significant time and effort working and/or serving on boards, panels and committees for these associations to promote the industry as a whole. In addition to her life in the leasing industry, Marci is married and has four beautiful daughters. When not working or traveling for industry business she spends her spare time trying to stay active with her family by skiing, cycling and running, or chasing her daughters around the country to watch them play soccer.
Phone: 201-503-2010 | Email: firstname.lastname@example.org
Andrew Eller, CLFP
Andrew Eller, CLFP, is the VP of Operational Risk Management for First American Equipment Finance (FAEF), An RBC / City National Bank Company. Prior to his current role, Andrew served as both an AVP, Finance as well as an AVP, Assistant Controller at FAEF. Andrew is also a member of the Risk Management Association. Prior to joining First American, Andrew worked in public accounting with Deloitte, player personnel for the Arena Football League in Chicago, Illinois, and the Buffalo Bills professional football team. Andrew earned his BS and MBA from Saint John Fisher College in Rochester, New York. Andrew, his wife Eileen and their two daughters reside in Pittsford, New York.
Phone: 585-643-3214 | Email: email@example.com
Kevin Prykull, CLFP
Kevin P. Prykull has worked at PNC in risk management and leasing for more than 29 years. He manages all of the credit underwriting and portfolio functions for PNC’s leasing and equipment financing subsidiaries. He is responsible for the credit and risk activities within leasing, equipment finance, vendor, Canada, alternative energy, and corporate aviation — including the underwriting and approval of new transactions, portfolio management, and related credit administration matters. PNC’s combined leasing and equipment finance portfolio exceeds $14 billion in assets making the firm the 3rd largest bank leasing company in the country. Kevin has over 38 years of work experience. He actually has worked twice for PNC and returned in 1999 to establish a credit function for PNC Leasing (predecessor of PNCEF). His other work experience includes: an independent finance company (Senstar Capital Corporation), national lease consulting firm (Amenbal, Deane and Associates), a Fortune 500 manufacturer and captive lessor (Joy Manufacturing), and a local regional bank (Equibank). The majority of his background is in the area of credit, equipment, leasing and consulting. Mr. Prykull holds an undergraduate degree in accounting (BSBA) from Duquesne University and a Masters in Business Administration (MBA) from Robert Morris University. Although he does not practice, Kevin has passed the Pennsylvania CPA exam. Prykull has been an active member of Equipment Leasing and Finance Association (ELFA) for more than 25 years. Since 2008, he has served as chair, member and leader on the association’s Credit and Collections (C&C) Planning Committee. In 2013 he was the recipient of the ELFA Distinguished Service Award. The award honors individuals who have made significant contributions to the association and the equipment finance industry. Recently Kevin was invited to join the Research Committee involved in the annual publication of the Summary of Equipment Finance Activity (SEFA). Kevin has earned and maintains the Certified Lease and Finance Professional (CLFP) designation offered through the CLFP Foundation. Kevin was elected to the Board of Directors of the CLFP Foundation originally in January of 2016 and has been active on the Body of Knowledge Committee and functions as the Subject Matter Expert (SME) for credit. He has volunteered time to teach at the CLFP Foundation’s Academy as well. He is as an Adjunct Professor in Finance at Duquesne University where he has taught for over 30 years. Kevin is a native of the Pittsburgh, PA area and resides in Peters Township with his wife Karen. He has three grown children.
Phone: 412-762-4978 | Email: firstname.lastname@example.org
Chris Enbom, CLFP
Chris Enbom is the founder and major shareholder of AP Equipment Financing Incorporated, a nationwide commercial equipment finance company based in Northern California. AP Equipment Financing funds commercial equipment financing transactions from $20,000 to $500,000 or more in cost. AP EF also owns Work Truck Direct, a nationwide vehicle dealer based in Oregon. Mr. Enbom is past President of the National Equipment Finance Association and served on the Board and Executive Committee of the Equipment Leasing & Finance Association. Mr. Enbom currently serves on the Board of the Certified Lease & Finance Professional Foundation and is on the Board of BluePath Finance LLC, a provider of upfront financing for the installation of energy efficient technologies.
Phone: 415-451-4041 | Email: email@example.com
Nate Gibbons, CLFP
Nate is the Chief Operating Officer at Innovation Finance and is responsible for overseeing the operational strategy of the company. With an emphasis on emerging technologies and automation, his energy is focused on operational design that results in dramatic improvements to the customer experience. Nate began his career in equipment leasing with First American Equipment Finance in 2006, where he spent his first several years as a Project Manager in First American’s Operations department. This was a unique role that afforded him the opportunity to become versed in many stages of the lease process. He was then promoted to Vice President and helped develop and manage the company’s learning and professional development strategy. Nate has continued to devote much of his attention to the long-term success of both the industry and its individual members. In addition to speaking at various industry events, he has served as the Chair of the Emerging Talent Advisory Council for the Equipment Leasing and Finance Association (ELFA). Nate resides in Webster, New York with his wife Keila and their two sons Noah and Micah.
Phone: 585-207-0114 | Email: firstname.lastname@example.org
Sudhir Amembal, CLFP
Sudhir Amembal is Chairman and CEO of Amembal & Halladay. He began his professional career in lease education, consulting and publications by co-founding the firm in 1978. Amembal & Halladay is the world’s most highly respected training and consulting firm in the field of equipment leasing. The firm has trained over 80,000 leasing professionals throughout the world. Mr. Amembal has conducted technical presentations on leasing in over 80 countries. As a government advisor, Mr. Amembal has spearheaded lease consultancy engagements conducted on behalf of over 20 governments including China, Indonesia, Korea and Russia. These engagements required him to review the overall leasing industry in each country and devise strategic recommendations to facilitate the growth of the industry. He has authored or co-authored 16 books on leasing, including: Winning With Leasing, Operating Leases: The Complete Guide, International Leasing: The Complete Guide, The Handbook of Equipment Leasing, Lease Securitization, A Guide to Accounting for Leases, and A Guide to Captive Finance Company Equipment Leasing. He is in the midst of authoring his 17th publication. He has appeared as a keynote speaker at numerous domestic and international conferences. He has addressed conventions held by all four of the global regional associations – African Leasing Association, Asialease, Leaseurope, and the Latin American Leasing Association. He chaired each of the annual World Leasing Conventions from 1993 until its discontinuance in 2013. Currently, he is the co-organizer and chair of the annual China Leasing Forum. In 2016, Mr. Amembal was inducted into the Equipment Finance Hall of Fame by the Equipment Leasing and Finance Association .The honor is bestowed on those who have made unique, significant and lasting contributions to the equipment finance industry. Mr. Amembal is the first non-lessor to have received this award since the Hall of Fame’s inception. Since January 2018, he has served as the Chief Advisor to Juxin International Leasing Co., Ltd., a prominent independent leasing company soon to be the first leasing company to issue an IPO on the Shanghai stock exchange in China. Since 2015, he has served in a similar capacity with CMIG Leasing Group, one of fastest growing independent leasing companies in China. He is member of the Board of Directors of Operadora de Servicios Mega, one of the most entrepreneurial independent leasing companies in Mexico. For a period of five years from 1997 to 2002, he was Chairman of Amembal Capital Corporation, a middle market leasing company. Prior to launching Amembal & Halladay, he was a member of the faculty at the College of Business, University of Utah prior to which he worked with Ernst & Young in New York City. He has a Bachelor of Commerce from the University of Bombay, an M.B.A. from the University of Utah and is a CPA qualified to practice in New York. He lives with his wife, Kiran, in San Miguel de Allende, Mexico and Salt Lake City.
Phone: 503-505-6653 | Email: email@example.com
Todd Buzard, CLFP
Todd Buzard is the SVP of Finance Business Support for First American Equipment Finance (FAEF), An RBC/City National Bank Company. Todd joined FAEF in 2002 and has over 16 years of experience in the leasing and finance industry. Prior to joining FAEF, Todd worked in public accounting for Arthur Andersen, LLP. Todd also taught accounting, finance, and business courses at the college level for over 10 years in his spare time. Since becoming a CLFP in 2014, Todd has been active in the CLFP Foundation. Todd is an active instructor in FAEF’s internal CLFP program. Additionally, Todd has traveled to many Academy for Lease & Finance Professional sessions in order to help prepare aspiring CLFP’s for the CLFP exam. Todd earned a B.S. in Accounting from Utica College and a M.B.A. in Finance from St. Bonaventure University. Todd, his wife Kimberly, and their two children reside in Henrietta, NY.
Phone: 585-643-3289 | Email: firstname.lastname@example.org
Joe Leonard, CLFP
Joe Leonard, CLFP is the Managing Member of Oakmont Capital Services, LLC, an independent commercial finance firm with offices in West Chester, PA and Albany, MN. Oakmont Capital Services operates in several verticals and employees 35+, including 7 CLFP’s. Joe is responsible for formulating and implementing strategic goals and tactical planning for all divisions of the company. Prior to forming Oakmont Capital in 1998, Joe was owned and operated Can-Am Absorbents Co., Inc., Spring Hope Water, Inc. and Canadian American Packaging Co., Inc. Additionally, Joe was the Regional Sales Manager for Mita Leasing Corp, managing their equipment finance and fleet leasing operations. Joe previously served on the board of the National Equipment Finance Association and is active in many business organizations in Pennsylvania and Delaware. Joe also enjoys his occasional opportunities to be an ALFP instructor, however, the attendees may feel differently. A graduate on Penn State University, Joe resides in Delaware with his wife Sharon. He enjoys spending time with his adult children, a granddaughter and the rare game of golf to ensure that he remains humble.
Phone: 877-701-2391 Ext. 113 | Email: email@example.com
Tamara McCourt, CCE, CLFP
Tamara McCourt is the Director of Operations with LendSpark in Carlsbad, CA. Previously, McCourt was Head of Marketplace, Currency Capital (2015-2017); Director of Credit, Innovative Lease Services (2012-2015); Director of Operations and Leasing, Five Point Capital (2009-2012); Western Region Credit Manager, Pentech Financial Services (2008); Credit Manager, Pinnacle Business Finance (2004-2007); Credit Manager, Tacoma Electric Supply (1998-2002); Sales Executive, The Money Source (1995-1997); Executive Assistant, Cascade Leasing (1992-1995). McCourt served on the Board of Directors for NACM Business Credit Services (2004-2007) and served as the President of the Tacoma CFDD (credit and financial development division of NACM) (2004). She had the distinct pleasure of attending the GSCFM, credit & financial analysis program at Dartmouth Tuck Business School (2004-2005). She obtained her Certified Credit Executive designation in 2001, and her CLFP in 2004.
Phone: 760-683-8098 | Email: firstname.lastname@example.org
Dan Nelson, CLFP
Daniel Nelson is founder and President of Tamarack Consulting, a leading technology solution provider to the equipment finance and commercial lending industry. With over 30 years of industry experience, Nelson leads Tamarack’s product and service offerings for portfolio management solutions. An active member since 2002, Nelson currently serves on the ELFA board of directors. In addition to participation in Capital Connections for the past 6 years, Nelson has served on Service Provider Business Council Steering Committee and Operations & Technology Conference committee. Prior to starting Tamarack in 2001, Nelson held IT management, conversion and consulting positions at International Decision Systems. He holds a Certified Lease & Finance Professional (CLFP) designation and a B.A. in Mathematics.
Phone: 651-731-1875 | Email: email@example.com
Nick Ross, CLFP
Nick Ross is a Vice President at Western Equipment Finance responsible for Indirect Originations. He is focused on building and maintaining relationships with third party originators who build finance programs for their manufacturer and vendor partners. Nick is a former board member of the National Equipment Finance Association and still active with the association. Nick earned his CLFP designation in 2010 and is grateful for the contribution the knowledge makes to his daily interactions with customers. Western Equipment Finance is a national full service commercial equipment finance company that provides both lease and conventional finance options in all 50 states. Western Equipment Finance is a subsidiary of Western State Bank (formed in 1902) with over 27 years experience delivering competitive and creative solutions with the highest level of integrity. Customers appreciate the difference in the people and service that Western Equipment Finance delivers each day.
Phone: 701-665-1613 | Email: firstname.lastname@example.org
Pete Sawyer, CLFP
Pete Sawyer is the President and founder of Sun South Equipment Leasing Inc., based in Lakeland, Florida. Sun South funds equipment leases in Florida and places transactions with lenders outside the State for small to large firms nationwide as needed. Pete has been active with NAELB for over 20 years serving on committees, the Board of Directors and past President (2016). He has been a Certified Leasing and Finance Professional, CLFP since 1998 and is a firm believer in fair and straightforward business practices. He is also a past / current board member of the CLFP Foundation. Pete is a current board member and past President of the Boys and Girls Club of Lakeland, member of Kiwanis and has served on other non-profit boards in the Lakeland area. Pete is married and has two grown children. Interests include golf, RV camping, theater business and being with family.
Phone: 863-583-3000 | Email: email@example.com
Jason Seitz, CLFP
Jason Seitz is a Vice President at BMO Harris Equipment Finance Company. He started with the Company in 2006 and is responsible for leading their Middle Market Credit Underwriting Team. Jason obtained his BS in Finance from the University of Wisconsin-La Crosse in 2005 and Certified Lease & Finance Professional (CLFP) designation in 2017. He has played an active role in the Equipment Finance industry and was a former member of the Emerging Talent and Advisory Council for the Equipment Leasing & Finance Association. Jason and his wife Sarah, along with their two sons, reside in New Berlin, Wisconsin.
Phone: 414-765-7991 | Email: firstname.lastname@example.org
Jenny Wood, CLFP
Jennifer (Jenny) Wood is currently the Senior Vice President of Client Services with Orion First Financial, LLC. Jenny “grew up” in the small commercial finance arena and wouldn’t have it any other way. Joining Orion First (from another Leasing Company) in its early stages has given her the opportunity to hold various rolls within the company including Portfolio Management, Taxes, Customer Service, Business Development and most recently her current position in Client Services. Jenny is responsible for identifying how to partner strategically with our clients and improve processes and procedures to increase productivity and profitability for both parties. Jenny has been in the commercial finance space since 1998 and obtained her CLFP Certification in 2004. She is eager to reach out to the younger generation of the finance industry and really get them involved as they are our future. Jenny resides in Tacoma, WA and in the Winter month you can always find her watching every football game possible, and in the Summer months practicing her dart game as she holds some high titles in the Pacific Northwest.
Phone: 253-857-9652 | Email: email@example.com
Reid Raykovich, CLFP
Reid Raykovich, CLFP has been the Executive Director of the Certified Lease & Finance Professional Foundation since April 2012. Reid resides in Seattle, Washington with her daughter Milla, and their dog Sophie and cat Toonces. In her spare time, she enjoys crafting, home improvement and authoring her blog: www.peachesmcgee.com Reid began her equipment finance career at Great American Insurance (formerly Premier Lease & Loan Services) in April 2003 and obtained her CLFP designation in 2005. She has been active with the NEFA (formerly UAEL) as a Regional Director, and was the Conference Chair Person for the Fall 2009 Super Regional Exposition. “When I received word that the Executive Director position was available, I knew it was for me. It was the right job and the right time; just what I needed after staying at home during my daughter’s first two years of life. I am so passionate about the CLFP designation and can’t wait to share that passion with others!”
Phone: 206-535-6281 | Email: firstname.lastname@example.org
Sandy is a native of the Pacific Northwest. Born and raised in the Seattle area, she has experienced several diversified positions within many companies. Prior to the CLFP Foundation, she worked at Vivien Maier and Associates for eleven years as the Executive Administrator. She began her career in the legal industry, working for attorneys on Mercer Island, WA. The majority of her experience has been as the Executive Assistant to company presidents, sales managers, and large corporations’ executives. She was employed for more than 10 years as the Lead Section Assistant in a Northwest engineering firm where she supported 35 engineers in the wastewater department and received the “Pathfinders Program of Excellence Award.”
Phone: 206-535-6281 | Email: email@example.com
CLFP Partnership Program
The Certified Lease & Finance Professional Foundation is a not-for-profit organization and we are grateful to those companies and individuals who have graciously donated not only their time, but money as well. Please contact our Executive Director, Reid Raykovich, CLFP via reid@CLFPfoundation.org or call (206) 535-6281 to discuss your generous donation.
If you are a corporation interested in donating to the Foundation, you can learn more about the benefits of our Annual Partnership Program below.
The committees and task forces below are responsible for generating new ideas and the support to see them become reality. A committee may, depending upon its charter and specific needs, have a number of subcommittees to help divide the activities into more manageable chunks. CLFPs are encouraged to take the opportunity to get involved and help advance the CLFP Vision. Are you a CLFP in Good Standing? Email today to get involved with your Foundation!
Body of Knowledge Task Force
This committee supports the ongoing update of the Body of Knowledge which is reviewed and edited annually.
Kevin Prykull, CLFP (Chair)
Sudhir Amembal, CLFP
Todd Buzard, CPA, CLFP
Exam Task Force
This committee reviews sections of the exam and suggests questions that may be used. Questions will be removed or revised as we see pass/fail percentages on the new exam.
Andrew Eller, CLFP (Chair)
Tamara McCourt, CCE, CLFP
Jason Seitz, CLFP
Recertification Task Force
This committee determines the subject and comprises the content for the annual industry knowledge review.
Marci Slagle, CLFP (Chair)
This committee supports the strategic initiatives for the Foundation each year which are determined by the Board of Directors.
Reid Raykovich, CLFP (Chair)
Rachel Chesley, CLFP
Roberta Condidorio, CLFP
Responsible for choosing nominees among those CLFPs in Good Standing to stand for election to open positions on the CLFP Board of Directors for the current year.
Joe Leonard, CLFP (Chair)
Jill Brothers, CLFP
Brian Link, CLFP
Daniel Nelson, CLFP
Jenny Wood, CLFP
Future Strategic Planning Committee
This committee will set key performance goals, perform a risk assessment and determine the potential market for the Foundation.
Nate Gibbons, CLFP (Chair)
Andrew Eller, CLFP
Daniel Nelson, CLFP
Pete Sawyer, CLFP
This committee identifies and recruits companies and/or individuals for potential CLFP involvement and helps develop membership retention policies.
Nick Ross, CLFP (Chair)
Craig Colling, CLFP
Joe Leonard, CLFP
This committee will determine partnership levels and recruit both corporate and personal partnerships and fundraising events.
Chris Enbom, CLFP (Chair)
Austin Law, CLFP
Global Expansion Committee
This committee will determine viable international opportunities to introduce the CLFP certification.
Sudhir Amembal, CLFP (Chair)
Nathan Gibbons, CLFP
CLFPs in Good Standing
This is a comprehensive list of all Certified Lease & Finance Professionals who are currently in Good Standing and are granted the right to use the CLFP letters (except those noted as an Associate).
If you feel there are any errors, please contact Reid Raykovich, CLFP reid@CLFPfoundation.org or call (206) 535-6281.
David T. Schaefer, CLFP, Orion First Financial
I wanted to set myself apart from others early on in my career and obtaining my CLFP certification certainly helped to distinguish myself within the lease and finance industry. When I founded Orion First Financial I wanted our management team to be well rounded, experienced and talented individuals committed to our industry. All but one of our senior managers is a CLFP. Our junior managers also see the value of certification and some have already obtained their CLFP certification. I expect that all of our managers will strive to achieve and become Certified Lease & Finance Professionals once they are eligible.
Nancy A Geary, CPA, CLFP ECS Financial Services, Inc
I believe the CLFP designation gives ECS Financial Services, Inc. an additional level of credibility. While our CPA designation says we know accounting, the CLFP designation tells clients and prospects that we also understand the leasing industry. Obtaining the CLFP designation was a great start to establishing a reputation of expertise in the industry, which I believe is critical to the success of any service provider.
Theresa Kabot, CLFP, Kabot Commercial Leasing
When I first entered the industry I understood CLFP stood f#or knowledge, credibility and integrity – the characteristics I want for myself and my company. For the last 13 years the CLFP designation has played a major role in our success in establishing relationships with banks and funding sources. Better business means doing business with a CLFP.
Kevin Clune, CLFP, Clune & Company LC
We decided to make the CLFP program the centerpoint of an employee continuing education and training program. While not specifically designed for that purpose it is a great way to train employees and expose them to all of the facets of the leasing and financing industry. Each of our employees had the option to participate or not. Whether or not they decided to sit for the test, all involved gained a broader and deeper knowledge of the industry as well as a higher level of confidence in their job skills.