iconCanadian Lease Education On-demand (CLEO)

Canadian Lease Education On-demand (CLEO) is series of pre-taped educational webcasts designed to enhance your general understanding of the asset-based financing, equipment and vehicle leasing business in Canada. Whether you are new to the leasing industry or a seasoned professional interested in an aspect of the business outside your expertise, CLEO provides:

A comprehensive leasing education. The CLEO program takes individuals through the life of a lease from marketing and pricing to collections and lease company management. Participants can also learn about the key legal, insurance and accounting issues that affect the leasing industry.

Excellent instructors. CLEO instructors are veterans of the leasing industry practicing in today’s market. Based on participant evaluations, more than 80 per cent of respondents agreed that CLEO instructors were knowledgeable about their course content and effective presenters.

A flexible and convenient way to learn. All you need is a quiet room and a computer with high-speed internet. Take CLEO sessions from home, work or anywhere you wish, at a time that’s most convenient for you. You can take all of the sessions in short time to get a comprehensive picture of the leasing business in Canada or take sessions one at a time, in any order.

An opportunity to ask questions – Even though the CLEO sessions are pre-taped, you can still ask questions of the instructors.

The Sessions

Marketing & Sales and the Selling Process

Angela Armstrong

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Lease Pricing

Judy Smiley

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Vendor Relationships & the Lease vs. Buy Decision Making Process

Kevin Bowman

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

The Credit Process

Kevin Bowman

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Financial Statements

Michel Lévesque

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Collections & Portfolio Management

Stuart Sherman

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Lease Company Management & Sources of Financing for a Leasing Company

Hugh Swandel

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Legal Session I – Lease Documentation

Michael Burke
Steven Weisz

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Legal Session II – Leasing Law

Michael Burke
Steven Weisz

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Financial and Tax Accounting for Leases

Jason Cooper
Michael Stewart

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Insurance for Leasing Companies

Robin Wilks

Members:

$125 plus GST/HST

Non-Members:

$225 plus GST/HST

Who Should Register?

  • Employees, managers and owners of leasing companies who want to expand their knowledge of the leasing industry.
  • Upwardly mobile employees who, with exposure to the overall workings of a leasing company, will provide a stronger contribution to their employers.
  • Leasing industry service providers who would like to increase their industry knowledge to better serve their clients

How does Canadian Lease Education On-demand work?

The program is built around a series of eleven, one-two hour on-line sessions using a five step process.

Step 1.

Register for a session. You may register for one session or for as many sessions as you wish, in any order.

Step 2.

You will then receive a confirmation email that contains a link to the materials for the course and any activities you have to complete before you begin the session. The confirmation also contains the test to complete the session and pin codes to access the webcast.

Step 3.

Once you have read the materials and completed any activities, use the pin codes in the confirmation email to access the webcast.

Step 4.

At the end of the webcast, fill out the on-line evaluation survey.

Step 5.

Once you have finished viewing the webcast, use the link in your confirmation email to access the test for the session. Results will be sent to you within 10 business days.

Costs & Cancellation Policy

CLEO - Live Sessions

Member: $225 per session plus GST/HST
Non-members: $295 per session plus GST/HST

No refund will be given for cancellations or no-shows for Live CLEO Sessions. Refunds will be granted if written notification is submitted at least ten days before a session to Charlene Forde by fax at 416-860-1140 or by email at Charlene@cfla-acfl.ca.

CLEO On-demand Sessions

Member: $125 per session plus GST/HST
Non-members: $225 per session plus GST/HST

Once registered, there is a no-refund policy for Canadian Lease Education On-demand sessions.

Frequently Asked Questions

Q. When you say that CLEO provides a general leasing education, what do you mean?

A. We distinguish between lease education and training. Education teaches you about the leasing business; training shows you how do to a particular job. CLEO is designed to provide participants with a general education, an overview of each area of a leasing business. CLEO is not an in-depth training program to teach a leasing professional how to do specific functions within a leasing company.

Q. How much do I have to know about leasing to take these sessions?

A. CLEO is an introductory level education program. While some sessions may be more technical than others, a general familiarity with the leasing industry is all that is required.

Q. What is the time commitment?

A. Each session will take approximately four - five hours, including preparatory reading the background material and completing possible exercises, viewing a one to two-hour on-line webcast and taking the post-session test.

Q. What will I receive at the end of a session?

A. Once you have viewed the webcast, you are expected to complete an on-line test. Once graded, CFLA will send you the results for your records and/or to share with your employer.

Q. Can staff sign up as a group and take the session together?

A. No. The program is designed to be delivered to individuals, not groups. Each session includes a post-session test designed to be completed by individuals.

Contact

For more information, contact:

Charlene Forde
CFLA Director, Events & Member Services
Charlene@cfla-acfl.ca
416 860-1133 x 21
1-877-213-7373