HOUSTON, TX – March 27th, 2025 –

Rinaldi Advisory Services (RAS) is excited to announce the launch of RAS Live, a new eight-part interactive open forum series designed to facilitate real-world discussions on key topics impacting the equipment leasing and finance industry.

This innovative monthly series, running from April through November 2025, will bring together industry professionals, expert panelists, and strategic partners for in-depth conversations on critical industry trends, challenges, and opportunities. Each 60-minute session will feature an expert-led overview, followed by open discussion and Q&A, allowing attendees to engage with peers in a no-sales, collaborative environment.

What makes this unique:

• Industry Expert Insights – Each session features thought leaders sharing market trends, best practices, and strategic guidance.
• Peer-to-Peer Collaboration – Open forum format encourages dialogue and shared experiences.
• Focused, Actionable Discussions – Covering everything from technology and risk management to regulatory changes and market shifts.
• Exclusive Access – Each session is limited to 22 industry leaders, ensuring meaningful engagement.

“Our goal with RAS Live is to create an open forum where leaders in the equipment leasing and finance space can engage in candid discussions, tackle industry challenges, and stay ahead of market trends,” said Liz Rinaldi, SVP of Rinaldi Advisory Services. “This series is designed to be interactive and insightful, providing real value to our industry peers.”

First Session – April 2, 2025 | 2:00 PM ET

Topic: Systems & Technology in Equipment Leasing & Finance

The first session of RAS Live will focus on the evolving role of technology and automation in equipment finance. As digital transformation accelerates, businesses must adapt to new systems, AI-driven tools, and automation trends to remain competitive.

Featured Speakers:

• • The RAS Team: Bob Rinaldi, Nancy Geary, Harry Kaplun, Chris Chiappetta, and Liz Rinaldi
  • Special Guest: Michael Varney, Strategic Alliance Partner at MAI Technology

🔹 Key Discussion Points:

• • Core system challenges in equipment leasing & finance
  • Emerging technology trends – AI, automation & digital transformation strategies
  • Best practices for system upgrades & integrations
  • Strategies for staying competitive in a tech-driven market
  • Cybersecurity in equipment finance – Protecting data, mitigating risks, and ensuring compliance in an increasingly digital world

Spots are limited—early registration is encouraged!

Register now: RAS Live: Session 1 – Systems and Technology

For more details on the RAS Live Series, including upcoming session topics and guest speakers, visit www.RinaldiAdvisory.com or contact Liz@RinaldiAdvisory.com