We all have goals of projects coming in on time and under budget, and while there is no secret recipe for that, these key concepts, when embraced and fully supported, will set you up for success.

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In March, Tamarack celebrated Tim Appleget and Kevin Gjersvig earning their Certified Lease & Finance Professional (CLFP) designation from the CLFP Foundation. Tim and Kevin were among 20 individuals who sat through the 8-hour online proctored CLFP exam which tests knowledge of business practices within the equipment finance industry.

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In her role as a senior consultant on Tamarack’s professional services team, Theresa Eichten guides the successful implementation of client projects. But Theresa has an adventurous globe-trotting side as well.

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For this Trail Mix installment, we are sharing a number of knowledge tidbits for users of Solifi’s Lease and Loan Portfolio Management Software (formerly InfoLease).

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On February 15, I shared insights with members of the American Association of Commercial Finance Brokers (AACFB) on how to “Get ahead with data.” AACFB’s Monica Harper hosted Allen Jones of Copernicus and me for a discussion regarding data-centric technologies that can help brokers improve operations, grow faster, and transform into companies with broader offerings.

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Recently, we helped several customers update their systems to be compliant with 80% Bonus Depreciation regulations that went into effect on January 1, 2023.

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