Past Supporters


CFA Education Foundation 2016 Contributors

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

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

$20,000 - $24,999
Goldberg Kohn Ltd.

Richard M. Kohn, Principal

Greenberg Traurig, LLP
Andrew Cardonick and David B. Kurzweil, Shareholders

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

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

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

Buchalter Nemer PC
Anthony R. Callobre, Shareholder

Carl Marks Advisors
Robert C. Lau, III, Managing Director

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

McGuireWoods LLP
Wade M. Kennedy, Partner

Norton Rose Fulbright Canada LLP
David Amato, Partner, Michael Black, Partner, Arnold Cohen, Partner, Amanda Fortuna, Associate, and Serge Levy, Partner

Osler, Hoskin & Harcourt LLP

Kevin J. Morley, Partner, Financial Services

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

Rosenthal & Rosenthal, Inc.
J. Michael Stanley, Managing Director

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

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

BMO Harris Bank
Michael Scolaro, Managing Director

Conway MacKenzie
Greg Charleston, Senior Managing Director

Corporation Service Company
Paul Schultz, Vice President

Duane Morris LLP
James J. Holman, Partner

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

Hilco Global Valuation Services
Thomas A. Greco, CEO

Paul Hastings, LLP
Katherine Bell, Partner

Phoenix Management Services, Inc.
Michael E. Jacoby, Senior Advisor and Bayard B. Hollingsworth, Managing Director

Southeastern Commercial Finance, LLC
Patrick B. Trammell, President

Squire Patton Boggs
Guy F. Guinn, Partner

Vedder Price, P.C.
Thomas E. Schnur, Shareholder


Atlantic RMS Group
Richard Hawkins, Principal

Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Timothy M. Lupinacci, Shareholder

BDO Consulting
Baker A. Smith, Managing Director

Burr Forman
Graham Stieglitz, Partner

CFA Past Chairman
Charles G. Johnson & Jane C. Johnson

Michael Coiley, Managing Director

Cost Reduction Solutions
Denise Albanese, President

Commercial Finance Association
Robert Trojan, CEO

Dopkins ABL Consulting Services
Joseph A. Heim, Partner

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

Fifth Third Bank
Joseph Lehrer, Managing Director

Focus Management Group
J. Tim Pruban, President & CEO

GenConnect Recruiting & Consulting
Kerry Higley and Leigh Lones

Getzler Henrich & Associates LLC
Joel Getzler, Vice Chairman

J D Factors LLC
Stephen Johnson, President & Janalee Johnson

Jones Day
Gayle A. Berne, Of Counsel, Susan E. Siebert, Partner

Andrea Pipitone Beirne, Partner

Mayer Brown LLP
Massimo Capretta, Counsel

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

McGlinchey Stafford
R. Marshall Grodner, Member

McMillan LLP
Jeff Rogers, Co-Chair, Syndicated Finance

The PrivateBank
Bruce Denby, Managing Director

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

Rosenberg & Fecci Consulting LLC
Steven M. Rosenberg, Managing Partner

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

Santander Bank, N.A.
Joe Accardi, NY/NJ Market Leader

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

AloStar Business Credit
Andy McGhee, President of Commercial Banking

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

CFA California Chapter

CFA MidWest Chapter

Chapman and Cutler LLP
Daniel W. Baker, Partner

Deloitte Services LP
John Little, Advisory Principal

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

Far West Capital
Cole Harmonson, CEO

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

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

Hunton & Williams LLP
John Schneider, Partner

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

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

Sidley Austin LLP
H. Bruce Bernstein, Partner

TBK Bank
Dan Karas, EVP, Chief Lending Officer

The Keystone Group
Amar Shah

Utica Leaseco, LLC
David K. Levy, President

UP TO $999
Aegis Business Credit, LLC
James McArthur, Managing Director

Allied Financial Corporation
Steven C. Gold, President

CFA Chapter of the Carolinas, Inc.

CFA Minnesota Chapter

CFA New Jersey Chapter

CFA New York Chapter

CFA Past Chairman
Walter M. Einhorn

Downtown Capital Partners
Gary Katz, Managing Partner

FSW Funding
Robyn Barrett, Managing Member

Fundamental Financial
Vince Mancuso, Executive Vice President

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

JPMorgan Chase Bank
John E. Goldthorpe, Head-Business Credit

King Trade Capital
Edward King, Managing Partner

Magnolia Financial, Inc.
Marc D. Smith, President

MidCap Financial Services, LLC
Bradley S. Kastner, Director

Premier Trade Solutions, Inc.
Thomas W. Cavanaugh, President

RSS Robert S. Sandler, LLC
Robert S. Sandler, President

Sears Holdings
Sidney Lambersky

United Community Bank
David L. Shelnutt, SVP

Winstead PC
Nelson R. Block, Shareholder 

Special thanks go out to the following organizations that opened their doors to the CFA Education Department this year and hosted programs:
Goldberg Kohn Ltd.
Greenberg Traurig 
Hahn & Hessen 
Latham & Watkins 
Mayer Brown
Morgan, Lewis and Bockius
Otterbourg P.C.
Paul Hastings 
Squire Patton Boggs
Winston & Strawn, LLP

A special thank you to the following organizations who generously contributed to the Education Foundation by sponsoring the 40 Under 40 Awards:
Blank Rome, LLP
BNP Paribus
Bank of America Merrill Lynch
Buchalter Nemer PC
Choate Hall & Stewart LLP
Citibank, N.A.
Conway MacKenzie
Gerber Finance, Inc.
Goldberg Kohn Ltd.
Gordon Brothers
Greenberg Traurig, LLP
Hahn & Hessen LLP
K&L Gates LLP
Marquette Business Credit
MB Business Capital
Merchant Financial Corporation
MidCap Financial Services, LLC
Morgan Lewis & Bockius LLP
North Mill Capital LLC
Otterbourg P.C.
Paul Hastings LLP
People’s United Business Capital
PNC Business Credit
Regions Business Capital
Republic Business Credit
Rosenthal & Rosenthal, Inc.
Siena Lending Group
SunTrust Robinson Humphrey
Triumph Commercial Finance
U.S. Bank
Veritas Financial Partners
Wells Fargo Capital Finance
Winston & Strawn, LLP