“Sudhir is a legend in our industry and it was great to attend this seminar.”
“I have been in the industry for 35 plus years. The seminar exceeded my expectations.”
Winning With Leasing!
A Full-Day Virtual Seminar Instructed by Sudhir Amembal
Monday, February 8th, 2027
9:30am - 4:30pm (Mountain Time)
Registration Fee: $295
Seminar Outline
Introduction and Objectives
Distinction Between Capital & FMV Leases from a Product, Accounting & Tax Viewpoint
Other Types of Leases
Factors Contributing to the Resurgence of FMV Leases
The Accounting Impact of Leases
The Tax Impact of Leases
The Extraordinary Benefits of Leasing
Details
A Template to Understand Customer Needs
Logical Counters to Common Objections
Catering to the Four Types of Customers
Significance of Product Differentiation
Possessing Ideal Attributes to Win Over the Customer and Outsmart Competition
What Makes a Few Outperform
Winning the Deal!
What you will gain from attending:
An accompanying workbook which will serve as a perpetual reference guide.
Grasp the substantial benefits of capital and FMV leases.
Know the accounting and tax impact of leases on the customer.
Gauge the impact of recent tax legislation on equipment finance products.
Learn how best to understand variedcustomer motivations.
Arrive at deal-clinching responses to common objections.
Understand the significance of product differentiation.
Possess all the ideal attributes to outsmart competitors.
Comprehend why only a few outperform.
All of the above to help in winning incremental transactions!
Who Should Attend:
Newcomers will learn; those from sales and marketing, even with substantial experience, will be provided with knowledge, approaches and tools to win incremental transactions; and, those from the back-office and service providers will gain a bird’s-eye view of our vibrant industry.
To reserve multiple spaces, contact Sudhir Amembal at sudhir@amembalandhalladay.com
Mastering Finance, Accounting, and Tax Essentials in Equipment Finance
The Perfect Prerequisite or a Standalone Masterclass | A Two-Hour Virtual Seminar Instructed by Sudhir Amembal
Tuesday, February 2nd, 2027
9:30am - 11:30am (Mountain Time)
Registration Fee: $165
Finance
Modes of Cash Flow
Present Value
Internal Rate of Return
Nominal Versus Effective Rates
Real-World Practical Applications
Seminar Outline
Accounting
Essential Terminology
The Two Types of Leases
Accounting Treatment of EFAs, Capital Leases & FMV Leases
Tax
Essential Terminology
Depreciation Versus Instant Expensing
The Two Types of Leases
Tax Treatment of EFAs, Capital Leases, & FMV Leases
Difference Between Accounting & Taxable Income
Many equipment professionals lack a formal background in finance, accounting and tax--the three core disciplines of our industry. Traditional training options are painfully long, often requiring two full days. This laser focused 90-minute session delivers the exact knowledge you need, stripped of generic fluff and tailored strictly to equipment finance.
The Perfect Prerequisite or a Standalone Masterclass
Amembal's flagship seminar " Winning With Leasing!" builds directly upon the three core disciplines. This 90-minute session is a vital prerequisite for anyone needing a baseline understanding of these concepts, ensuring you get the most out of our flagship seminar. Alternatively, the seminar offers exceptional standalone value. Professionals who do not plan on attending " Winning With Leasing!" will still walk away with practical high-impact foundational knowledge.
Who Should Attend:
The seminar, as stated above, is either for those who wish to attend prior to registering for our flagship " Winning With Leasing!" seminar or those who simply want to grasp the essential aspects of finance, accounting and tax and learn how these three disciplines impact the world of equipment finance.
Details
To reserve multiple spaces, contact Sudhir Amembal at sudhir@amembalandhalladay.com
Lease Pricing & Structuring
A Half-Day Virtual Seminar Instructed by Sudhir Amembal and Shawn Halladay.
Tuesday, February 9th, 2027
9:30am - 1:30pm (Mountain Time)
Registration Fee: $375
Details
What you will gain from attending:
Attendees will gain a deep understanding of the following topics with a multiplicity of illustrations:
Pre-tax pricing considerations
Varied approaches to arrive at IRR in the lease
Factors impacting pre-targeted yield
Pre-tax structuring approaches
Structuring to the lowest present value
After-tax pricing considerations
Varied yields (MISF, ROA, ROE)
Integrating tax timing
Impact of bonus depreciation
Passing the value of bonus depreciation to the customer
Who Should Attend:
The seminar is ideally suited for those who are involved in the actual pricing and structuring of transactions as well as those who present quotes to customers. As technical as the topics may seem, the marketplace objective of the seminar is to maximize lessor yield along with meeting varied customer needs.
To reserve multiple spaces, contact Sudhir Amembal at sudhir@amembalandhalladay.com
Accounting for Leases: A Lessor Perspective
A Half-Day Virtual Seminar Instructed By Shawn Halladay
Wednesday, February 10th, 2027
9:30am - 1:30pm (Mountain Time)
Registration Fee: $295
Accounting distinctions between types of leases
Tax and accounting correlation of sales-type, direct financing and operating leases
Equipment as a Service features
Sales-type leases with and without selling profit
Booking each lease type
The earning process
Residual value insurance
Seminar Outline
Accounting for end-of-lease
Gain on sale treatment for transfers of receivables
Residual value impairments
Captive issues
Depreciation alternatives
Balance sheet and income statement presentations
What You Will Learn by Attending
Differences between direct financing and sales-type leases
How to book each lease type
Best practices for depreciating operating leases
Revenue recognition for vendor lessors
Balance sheet and income statement presentations
Approaches to blended income
Considerations in transferring lease receivables
Assessing residual impairment
Who Should Attend:
Accounting professionals will benefit from enhanced knowledge and insights into how ASC 842 requirements are applied, while CFOs and other business leaders will cement their understanding of what drives company KPIs and other metrics. The capital markets team will better understand the financial reporting consequences of the various funding mechanisms available. The increased awareness into system inputs and processes will create the ability of back-office personnel to better utilize the functionality of the lease management system.
Details
To reserve multiple spaces, contact Sudhir Amembal at sudhir@amembalandhalladay.com
Accounting for Leases—A Customer Perspective
A Half-Day Virtual Seminar Instructed by Sudhir Amembal and Shawn Halladay
Thursday, February 11th, 2027
9:30am - 1:30pm (Mountain Time)
Registration Fee: $295
Frameworks and Terminologies
Criteria Distinguishing the Two Types of Leases
Accounting Treatment of the Finance and Operating Lease
Seminar Outline
Product Benefits to the Customer
Structuring Off-Balance Sheet Financing
Managed Services, Synthetic Leases, ETOs
Sale-Leasebacks
What You Will Gain by Attending
Use proper terminology
Understand the correlation between marketplace products and their accounting impact
Learn the criteria distinguishing the two types of leases
Identify the difference between leases and service contracts
Grasp how the two types of leases are reflected on the financial statements of the customer and what benefits each type offers
Structure off-balance sheet financing
Understand the accounting impact of creative products and structures such as subscriptions, EBO's , ETO's, and sale-leasebacks
Who Should Attend:
The seminar will be of substantial benefit to all. Newcomers will definitely learn; while seasoned professionals will gain not just a refresher, but practical tips on how to win incremental transactions with customers who are financially reporting conscious. Back-office personnel will obtain a birds-eye view which will enable them to grasp an important facet within the world of equipment leasing.
Details
To reserve multiple spaces, contact Sudhir Amembal at sudhir@amembalandhalladay.com