The Commercial Finance Association is once again looking for the best and brightest in our industry.

Do you know a rising star? Been impressed by a dedicated young professional? Have a true go-getter in your office? Nominate them for the Third Annual CFA 40 Under 40 Awards! It’s affirmation that their hard work is getting noticed – and a career-boosting professional achievement as well.

The CFA 40 under 40 Awards celebrate the achievements of young professionals in the commercial finance industry — movers and shakers who exemplify true excellence in their careers and who bring a strong voice and commitment to the industry at large.

Online nominations are open February 1, 2018 and those chosen will be honored in the September issue of The Secured Lender and celebrated at our 40 Under 40 Awards celebration on September 20th in New York City.


Hear Peter Schwab's Keynote Address on Leadership During the 2nd Annual 40 Under 40 Awards.

Peter Schwab, Former Chairman & CEO,  Wells Fargo Capital Finance
Peter Schwab was the chairman and CEO of Wells Fargo Capital Finance. Wells Fargo Capital Finance is the leading provider of traditional asset -based lending, specialized senior secured financing, accounts receivable financing, factoring, and purchase order financing to companies nationwide. Peter also served on the Management Committee of Wells Fargo Bank.

CFA 40 Under 40 Awards: A New Tradition

We want to recognize Jeffrey Goldrich of North Mill Capital and Kate Lepak of People’s United Business Capital for graciously volunteering to be Chair and Vice Chair respectively of the 2018 CFA 40 Under 40 Awards Committee. 

Jeffrey Goldrich
North Mill Capital
40 Under 40 Chair

Jeffrey Goldrich is president and CEO of North Mill Capital LLC. He has been in the asset-based lending and factoring business for over 40 years. He co-founded North Mill Capital LLC with its management group in 2010. In 1995 he co-founded and was the COO of Business Alliance Capital Corp (BACC), a commercial finance company headquartered in Princeton, New Jersey. BACC was sold to Sovereign bank in 2005. Prior to that, Goldrich was a senior vice president and asset-based lending division manager at First Fidelity Bank in Newark, NJ where he was for ten years.

Kate Lepak,
People’s United Business Capital
40 Under 40 Vice Chair

Kate Lepak currently serves as the ABL business director for People’s United Business Capital, managing the business, including the portfolio, underwriting, and sales teams.  Kate is responsible for growing the business in the Northeast, as an important component in the banks’ business strategy to grow its middle-market presence. Kate has been an asset-based lending professional for her entire 30+ year career, holding sales management and executive positions with Wells Fargo Business Credit, GE Capital and Citigroup, managing growth and transition in the ABL businesses of these Fortune 500 companies. 

See The Event Video

The inaugural 40 Under 40 Event will forever represent the start of a new tradition for our commercial finace community, it's a passing of the baton to new leadership and recognizing that the NextGen of industry leadership is rising among us to take the industry into the future. We thank all the sponsors, our CFA Leadership & Event Committee for helping set the bar high and supporting both the CFA Education Foundation and the CFA overall.

Our CFA Community: A Brief About Us

From CFA members to chapters to networking and education, we are the CFA community and we represent a strong membership of ABL and Factoring leaders that come to network, learn and contribute to the advancement of the industry, see how we positively impact the economy and see what the CFA is all about.

Joye Lynn of Wells Fargo Capital Finance discusses the importance of The CFA

Jordan Klein of Winston & Strawn talks about being part of the 40 Under 40 Awards

Alexa Kolodny of Merchant Factors offers insights on how the Commercial Finance Community impacts the economy

Charlie Johnson, CFA's Education Foundation Advisor on the Critical Importance of the CFA Education Foundation


Developing the NextGen of Industry Leadership