| Contact us

Independent, non-profit Foundation studying markets, trends and operations to illuminate the future of the equipment finance industry.

| Connect: Facebook Twitter LinkedIn RSS Feed

Teaching Case Studies

Case studies are an excellent way to achieve understanding of equipment leasing issues in the corporate training setting and the class setting. The Foundation has funded case studies, developed and published by the Darden Graduate School, University of Virginia. The Case Studies have been very well received in the corporate training setting and the academic community.

Cases Studies available for you

Interested in the market of intellectual property leasing? Want to learn some lessons from those that have entered this market and have been successful, and not so successful? The Foundation's newest case studies are available for you to use in the corporate training and classroom teaching. For more information about the case studies and the available teaching notes, contact foundation@elfaonline.org.

Case Study: Lease vs. Buy Decision
This Case study was conducted by Darden School, University of Virginia, in cooperation with BNY Capital Funding LLC and examines the lease vs. buy decision Amtrak considered to operate the Acela Regional Service with their new Acela Trains. Three funding options were available for Amtrak to gain use of the equipment:

  1. borrow money to fund the purchase;
  2. lease the equipment from a financial institution such as BNYCF;
  3. rely on federal sources for funding.

This case study investigates each option Amtrak considered to begin its Acela Regional Train Service. Visit Darden Case Collection for teaching material.

The Darden Case Collection

  1. National Railroad: Acela Financing (Case UVA-F-1363)
  2. Burlington Northern Railroad Company: Equipment Leasing (Case UVA-F-0969)
  3. Eli Littly and Company: Globalization, Foreign Tax Credits, and Equipment Leasing (Case UVA-F-1008)
  4. AVNET Computer (Case UVA-F 1125)
  5. AMBANK International (Case- QA-0531)
  6. The CIT Group (Case UVA - QA-0530)

Top top


Interactive Case Studies:

Students can choose from two case studies, depending on their level of expertise and experience. Students engage in interactive simulations of actual credit analysis scenarios. They gather information, make virtual client visits, screen leases for policy exceptions, assess the risk of payment default and loss, structure credit facilities and then price them to determine if profitability is sufficient to warrant a "go" decision. Finally, they compare their steps and decisions with those of an "expert analyst" to see how they could have performed better.

  • Garcia Case Study

    Course length: 1 to 1.5 hours
    Credit Personnel: Recommend 1 year of credit experience
    Sales Personnel: Recommend the completion of the Financial Statement Analysis course

  • Softex Case Study

    Course length: 3.5 to 4 hours
    Credit Personnel: Recommend 3 years of credit experience
    Sales Personnel: Requires the completion of the Financial Statement Analysis course

Interactive Case Studies area available through ELFA Academy. For more information visit: http://www.elfaonline.org/pub/events/elearning/

Top top