“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, September 14th, 2026
9:30am - 4:30pm (Mountain Time)
Registration Fee: $245
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 90-Minute Virtual Seminar Instructed by Sudhir Amembal
Wednesday, September 2nd, 2026
1:00pm - 2:30pm (Mountain Time)
Registration Fee: $150
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, Chris Ivory and Shawn Halladay.
Tuesday, September 15th, 2026
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 Customer Perspective
A Half-Day Interactive Virtual Seminar Instructed by Sudhir Amembal and Shawn Halladay
Wednesday, September 16th, 2026
9:30am - 1:30pm (Mountain Time)
Registration Fee: $295
Use of Appropriate Terminology
The Two Types of Leases
Criteria Distinguishing the Two Types
The Accounting Treatment and Impact
Financial Reporting Benefits Offered by the Two Types
Seminar Outline
Financial Reporting Benefits Offered by the Two Types
Techniques to Structure Partial Off-Balance Sheet Financing
Creative Structures :ETOs, EBO's, subscriptions and their accounting impact
Sale-leasebacks: requirements and accounting impact
Who Should Attend
Lease accounting is so complex and cumbersome that even accountants have difficulty understanding its intricacies. While those in the front office do not need to grasp every accounting complexity, they must have sufficient knowledge to intelligently liaise with their customers. Back- office personnel will obtain a birds-eye view enabling them to grasp an important facet within the world of equipment finance.
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
Thursday, September 17th, 2026
9:30am - 1:30pm (Mountain Time)
Registration Fee: $295
The Seminar
Lessor accounting is complex and ever evolving. In addition to the accounting team’s ongoing responsibilities for meeting reporting requirements and properly recording transactions like terminations and modifications, the increasing demand for FMV leases adds a new dimension to the accounting requirements and practices that they must understand. This two-hour seminar will expand and increase the depth of attendees’ understanding of ASC 842’s technical requirements and expose them to best practices in managerial reporting.
Details
Attendees Will Learn:
Differences between direct financing and sales-type leases
How to book each lease type
Depreciation best practices
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 new to the industry will learn how ASC 842 requirements are applied, while seasoned accountants will enhance their existing knowledge. CFOs and other business leaders can cement their understanding of what drives company KPIs and other metrics, while the capital markets team can better appreciate the financial reporting consequences of various funding mechanisms. 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.
To reserve multiple spaces, contact Sudhir Amembal at sudhir@amembalandhalladay.com
Equipment as a Service (EaaS)
A Two-Hour Virtual Seminar Instructed by Shawn Halladay
Friday, September 18th, 2026
9:30am - 11:30am (MT)
Registration Fee: $175
The Seminar
Equipment as a Service, known as EaaS, shifts equipment utilization from ownership to a subscription model by offering lessees predictable costs, immense flexibility, and total off-balance sheet financing. As a result, lessors, vendors, and service providers will have to work together more closely to meet this need. This two-hour seminar will expose attendees to the varied customer needs that drive the product and the techniques, structures and risk mitigants lessors need to embrace to respond in a forward-looking and effective manner.
Details
What you will gain from attending:
Evolution and elements of managed services
Customer motivations
Vendor issues and how to address them
Documentation considerations
Qualifying for service contract treatment
Funding challenges and mechanisms
Overcoming pricing obstacles
Managing and mitigating risks
Who Should Attend:
Sales professionals will gain an understanding of the unique motivations and challenges in meeting their customers’ evolving needs in this space. Vendor program managers will obtain the critical knowledge necessary to structure the managed service model, while vendors will discover tools to better meet revenue goals. The operations team will be exposed to insights into implementing these complex solutions and accounting teams and other back-office personnel will become better prepared to act as value-added advisors.
To reserve multiple spaces, contact Sudhir Amembal at sudhir@amembalandhalladay.com