National Equipment Finance Association's Education Committee Launches The NEFA Masterclass Series: Credit

July 26, 2023

National Equipment Finance Association's Education Committee Launches The NEFA Masterclass Series: Credit

The National Equipment Finance Association's (NEFA) Education Committee is proud to announce the successful presentation of the first module of the NEFA Masterclass Series: Credit on July 19th. The module was presented by Bob Rinaldi, CLFP, President of Rinaldi Advisory Services, and saw an overwhelming response with nearly 200 registrants.

The first module of the NEFA Masterclass Series: Credit aimed to provide participants with a comprehensive understanding of the fundamental concepts of credit, establishing a strong foundation for the forthcoming modules that will delve into all aspects of the credit universe. Throughout the session, participants gained valuable insights into various topics, including "The Big Picture of Credit," "What is the Risk?," "Understanding the Impact of a Loss," and "Conclusion of Credit." To view the recording of this webinar, click here.

Bob Rinaldi, an esteemed professional in the industry, delivered an engaging and insightful presentation, sharing his expertise and experience to equip attendees with the knowledge necessary to navigate the intricacies of credit in the equipment finance domain.

Building upon the success of the first module, the NEFA Masterclass Series: Credit will continue with Module 2 on Credit Scoring. This in-person event will take place at both the Lake Minnetonka and Angels Baseball Game Regional Events, promising an interactive and collaborative learning experience for participants.

Module 3 of the series, titled "Implementing a Credit Policy & Credit Package," will take place in-person at the highly anticipated 2023 NEFA Funding Symposium. This session will provide attendees with practical strategies to implement effective credit policies and develop comprehensive credit packages.

Concluding the series, Module 4, "Tax Returns & Financial Statements," will be presented through a webinar in November, offering participants the opportunity to enhance their understanding of crucial financial aspects relevant to credit evaluation.

Chad Sluss, NEFA’s CEO, shared “The association is excited to offer this four-part series for our members. Special thanks to the Education Committee for their hard work in developing the curriculum and our volunteer speakers.”

The NEFA Masterclass Series: Credit represents an initiative by NEFA's Education Committee to empower professionals in the equipment finance industry with in-depth knowledge and best practices related to credit. By providing a platform for industry experts to share their insights, NEFA aims to foster continuous learning and professional growth within the community.

NEFA encourages all professionals and organizations within the equipment finance sector to take advantage of this exceptional educational opportunity. Whether you are new to the industry or a seasoned veteran, the NEFA Masterclass Series: Credit promises to deliver valuable knowledge that will enhance your expertise and contribute to your long-term success.

For more information and to register for upcoming modules, please visit the NEFA website at

About National Equipment Finance Association (NEFA):

The National Equipment Finance Association (NEFA) is a national trade association comprised of professionals serving the equipment leasing and finance industry. Our member companies are diverse and include independent and bank-owned lessors and funding sources, commercial finance brokers, specialty lenders, and various specialized service/product providers serving the needs of these equipment finance specialists.