27th Annual Fundraising Drive

Foundation’s 2017 Campaign Welcomes Individual Donations as well as Corporate Contributions

Foundation Senior Advisor, Charlie Johnson, is reaching out this month to all CFA Member firms reminding the Director that the 2017 Campaign is in full swing and asking each member firms to consider a contribution. “However, if a corporate contribution is not in your budget, please consider a fully tax deductible personal contribution.” Either will help the Foundation reach its goal and all contributions will be acknowledged immediately. Individual contributors will also receive recognition in The Secured Lender, at various CFA events, in this monthly Newsletter as shown below, and on the Foundation’s website at

Supporters of the advancement and knowledge of the commercial finance industry.

Anthony R. Callobre, Partner at Buchalter Nemer and Bobbi Acord Noland, Partner at Parker Hudson Rainer & Dobbs, campaign co-chair persons for 2017 have already begun assembling their fundraising team. Several members of last year’s “SWAT Team” have already signed up and are enthusiastically beginning to contact prospective contributions.

Just like last year, Tony, Bobbi and the Team will continue reminding all to pledge or contribute early so their contributions can be acknowledged often throughout the year. Contributor will be highlighted in The Secured Lender, on the Foundation’s website, at various CFA events, and, as seen below, in this monthly Newsletter.

“We are also continuing the theme of reminding Service Providers that a contribution to the Foundation is a great opportunity to give back and support the industry which has provided them with wonderful living,” said Bobbi Acord Noland.

Co- Chair, Tony Callobre, also advised that the 2017 campaign strategy is still to reach out to firms and individuals who contribute on a regular basis as well as those associated with the Commercial Finance Industry who have not previously contributed. “By focusing extra effort on prospective contributors, we will reach or exceed our 2017 goal of $380,000” said Tony.

Since its inception, the CFA Education Foundation has achieved unprecedented success and has now raised over $7 million. These funds are critical to CFA’s extensive education, research and development mission. CFA recognizes the tireless efforts of the Governing Board, Advisory Board and Founders Leadership Council Members who have exceeded their goals year after year through significant contribution of time and energy to the Foundation Campaign.


Particular thanks go to the following organizations which have continuously supported the Foundation during each of the past 26 years:
Goldberg Kohn Ltd.
Hahn & Hessen LLP
Otterbourg P.C.

Special thanks go to the following organizations whose contributions to the Foundation over the past 20 years have exceeded $100,000:
1ST•WEST Background Due DiligenceTM
Goldberg Kohn Ltd.
Greenberg Traurig, LLP
Otterbourg P.C.
Hahn & Hessen LLP
Katten Muchin Rosenman LLP
Latham & Watkins LLP
Skadden, Arps, Slate, Meagher & Flom LLP
Wells Fargo Capital Finance
Winston & Strawn LLP





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Current 2017 Contributors


Platinum Level

Goldberg Kohn,
Richard M. Kohn, Principal

Greenberg Traurig, LLP,
David Kurzweil, Shareholder

Otterbourg P.C.,
Jonathan N. Helfat, Partner and David W. Morse, Vice Chairman

Gold Level

Buchalter PC,
Farhad Bahar, Shareholder, Anthony R. Callobre, Shareholder, Shadi J. Enos, Shareholder, and William Schoenholz, Shareholder

Hahn & Hessen LLP,
Daniel Batterman, Partner, Daniel J. Krauss, Partner, Lee Podair, Partner and Steven J. Seif, Partner

Holland & Knight LLP,
James C. Chadwick, Partner, Christopher C. "Chris" Kupec, Partner, Michelle White Suárez, Partner

Morgan Lewis & Bockius LLP,
Marshall C. Stoddard, Jr., Partner and Practice Chair, Transactional Finance

Parker, Hudson, Rainer & Dobbs, LLC,
C. Edward Dobbs, Partner and Bobbi Acord Noland, Partner

Skadden, Arps, Slate, Meagher & Flom, LLP,
Seth E. Jacobson, Partner

Winston & Strawn LLP,
William Brewer, Partner, Mats Carlston, Partner, Pat Hardiman, Partner, and Ron Jacobson, Partner

Silver Level

McGuireWoods LLP,
Wade M. Kennedy, Partner

Realization Services Inc.,
Barry L. Kasoff, President

Wells Fargo Capital Finance,
 Andrea L. Petro, Executive Vice President

Bronze Level

Blank Rome, LLP,
Lawrence F. Flick, II, Partner

Choate Hall & Stewart LLP,
John Ventola, Practice Group Leader

Conway MacKenzie,
Greg Charleston, Senior Managing Director

Corporation Service Company,
Paul Schultz, Account Manager

Duane Morris LLP,
James J. Holman, Partner

Freed Maxick ABL Services,
Howard Rein, President, and Michael A. Boeheim, Director

Norton Rose Fulbright Canada LLP,
Arnold Cohen, Partner

Osler, Hoskin & Harcourt LLP,
Kevin J. Morley, Partner, Financial Services

Sidley Austin LLP,
H. Bruce Bernstein, Partner, Thomas W. Albrecht, Angela Fontana, Michael Gold, Craig A. Griffith, Teresa Wilton Harmon, Anny Huang, Mark Kirsons, Robert J. Lewis, Patricia Ann Murphy, Tracey Nicastro, Richard S. Petretti, Allison J. Satyr

Squire Patton Boggs (US) LLP and Squire Patton Boggs (UK) LLP,
Guy Guinn, Partner and Paula Laird, Partner

Vedder Price P.C.,
Thomas E. Schnur, Shareholder, John T. McEnroe, Shareholder, and Michael A. Nemeroff

Benefactor Level

AloStar Business Credit,
Andy McGhee, President of Commercial Banking

Alston & Bird LLP,
Michael G. Parisi, Partner

Bennett Jones LLP,
Steve Lutz, Partner and David Rotchtin, Senior Associate

BDO Consulting,
Baker A. Smith, Managing Director

Bennett Jones LLP,
Steve Lutz, Partner and David Rotchtin, Senior Associate

BMO Harris Bank,
Michael Scolaro, Managing Director

CBIZ, & Mayer Hoffman McCann, CPAs,
Katelynn Aubrey, Senior Marketing Specialist 

Bruce Denby, Group Head, Asset Based Lending

Chapman and Cutler LLP,
Daniel W. Baker, Partner

Burt M. Feinberg, President

Cost Reduction Solutions,
Denise Albanese, President

John M. DePledge,
CFA Management Committee

Dopkins ABL Consulting Services,
Joseph A. Heim, CFE, CPA, Partner

Express Trade Capital,
Mark Bienstock, Managing Director

Faegre Baker Daniels, LLP,
David A. Foster, Partner, Jennifer D. Miernicki, Partner, Jennifer A. Pearcy, Partner, James M. Pfau, Partner, Michael R. Stewart, Partner

Fidelity National Financial UCC / Plus,
Gary M. Zimmerman, SVP Chief Underwriting Counsel

Focus Management Group, J.
Tim Pruban, President & CEO

Getzler Henrich & Associates LLC,
Joel Getzler, Vice Chairman

GlassRatner Advisory & Capital Group LLC,
Ronald Glass, Principal and Ian Ratner, Principal

J D Factors, LLC,
Stephen P. Johnson, President

Charles G. Johnson, 
CFA Past Chairman

Jones Day,
Gayle A. Berne, Of Counsel, and Aldo L. LaFiandra, Partner

Andrea Pipitone Beirne, Director

Marquette Business Credit,
Ron Vanek, President

MB Business Capital,
William A. Stapel, SVP Director of ABL Portfolio Management

McMillan LLP,
Jeff Rogers, Co-Chair, Syndicated Finance

Marquette Business Credit,
Ron Vanek, President

Riemer & Braunstein LLP,
Donald E. Rothman, Senior Partner

Ruskin Moscou Faltischek, P.C.,
Jeffrey A. Wurst, Partner

Scherzer International,
Jessica Staheli, Sr. Vice President

Tiger Valuation Services, LLC,
Jack Rapp, Executive Managing Director

Torys, LLC,
Darien G. Leung, Partner

Troutman Sanders LLP,
Harris B. Winsberg, Partner and Justin A. Wood, Partner

Webster Business Credit Corp,
Warren K. Mino, President & CEO

Women In Commercial Finance Committee,
Katherine Bell

Wolters Kluwer Lien Solutions,
Robert Zurek, Marketing Manager


1STWEST Background Due Diligence,
Suzanne Bury, CEO

Amerisource Funding,
D. Michael Monk, Managing Director

Bibby Financial Services, Inc.,
Ian Watson, CEO North America

Buchanan Ingersoll & Rooney PC,
William H. Schorling, Shareholder

CFA Atlanta Chapter

Citizens Bank, 
Christopher Carmosino, Partner

Clear Thinking Group, LPP,
Lee Diercks, Partner

Robert D. Katz, CTP, MBA, CPA, Robert D. Katz, Managing Director, Edward Phillips, Partner, Allen Wilen, Partner

FGI, Sami Altaher,
Executive Director

First Business Capital Corp.,
Charles H. Batson, President & CEO

Sami Altaher, Executive Director

GenConnect Recruiting & Consulting,
Kerry Higley and Leigh Lones

Howe, Keller & Hunter, PC,
J. Craig Howe, President

MidCap Business Credit, LLC,
Steven Samson, President

North Mill Capital LLC,
Jeffrey K. Goldrich, President & CEO

People’s United Business Capital,
Michael J. Maiorino, Jr., President

Republic Business Credit,
Stewart Chesters, CEO

TBK Bank,
Dan Karas, EVP & Chief Lending Officer

The Keystone Group,
Amar Shah, Managing Director

Virginia Commercial Finance, Inc.,
John McCauley, President


Up To $999

A/R Funding, Inc.,
Brian Keith Holden, Chairman and CEO

Allied Financial Corporation,
Steven C. Gold, President

Buchanan Ingersoll & Rooney PC,
William H. Schorling, Shareholder

Cahill Gordon & Reindel LLP,
Michelle Murray, Director of Marketing & Communications

Camel Financial, Inc.,
Helena Sopwith, Managing Partner

David Drogos, Managing Director, CS Business Finance

CNH Finance LP,
Timothy Peters, Partner

Context Business Lending,
John Giangiulio, Managing Director

Coral Capital Solutions,
Einat Steklov, Director

Downtown Capital Partners,
Gary Katz, Managing Partner

Dwight Funding,
Ben Brachot, Managing Director

Einhorn Group LLC,
Walter M. Einhorn, Managing Director and CFA Past Chairman

Entrepreneur Growth Capital, LLC,
Dean I. Landis, President

Far West Capital,
Cole Harmonson, CEO

Flexible Funding,
Steve Capper, Partner

FSW Funding,
Robyn Barrett, Managing Member

Gateway Acceptance Co.,
Robert Curtis, President

Goodman Factors, a Division of Independent Bank,
Bret Schuch, VP-Business

HPD Software, Inc.,
Tony Smith, CEO - Americas

InCapital Financiera, S.A.,
Juan Antonio Lovera, President

King & Spalding,
Alan J. Prince, Attorney, Managing Partner

King Trade Capital,
Edward King, Managing Partner

Lenders Funding, LLC,
Harvey Friedman, Chief Operating Officer

Merchant Financial Corporation,
Neville Grusd, President

RB International Finance (USA) LLC,
Christoph Hoedl, First Vice President

Robert S. Sandler, CFA Past Chairman

Southeastern Commercial Finance, LLC,
Patrick B. Trammell, President

United Community Bank,
David L. Shelnutt, SVP 


1 Includes contributions received through September 30, 2017








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