Documentation & Regulatory Compliance Presentations
- “State Licensing Requirements” 2014 ELFA Legal Forum (pdf)
- “Truck and Transportation Financing” (pdf)
- “Basics of Multi-State Leasing and Finance” ELFA (pdf)
- “The Barbarians Are at the Gate: Factors to Distinguish Your Commercial Equipment Lease Agreement from a ’Consumer’ Transaction.” ELFA Legal Forum. Loews Don CeSar Hotel, St. Petersburg Beach. May 7-8, 2017
- “ECOA’s Reg. B” M&T Bank, NEFA Equipment Finance Summit. Hotel Monteleone, New Orleans. March 3, 2016 (pdf)
- “Regulation B, Equal Credit Opportunity Act – Recent Developments.” Fulton Bank. Buffalo, NY. November 6, 2015 (pdf)
- “Equipment Credit Opportunity Act (Regulation B).” ELFA Legal Forum. Sheraton Nashville Downtown, Nashville. May 15, 2015 (pdf)
- “Dodd-Frank Act: Impact on Equipment Leasing and Finance.” NEFA Funding Symposium. Hyatt Regency San Antonio River Walk, San Antonio. September 9, 2014
- “Best Practices & Regulatory Expectations.” M&T bank, Buffalo, NY. December 17, 2013 (pdf)
- “State Specific Issues for Truck and Transportation Financing.” NEFA (pdf)
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“Similarities between the purchase money security interest creditor…” (pdf)
