Joyce Harden, Author at Bob Rinaldi

Rinaldi Advisory Services Announces the Launch of “RAS Live” – An Eight-Part Open Forum Series on Equipment Leasing & Finance

First Session Kicks Off April 2, 2025, Focusing on Systems & Technology in Equipment Finance

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

About Rinaldi Advisory Services®

Rinaldi Advisory Services (RAS) provides expert consulting services to independent leasing companies, OEMs and financial institutions. With years of industry experience and a commitment to excellence, RAS helps its clients achieve their business objectives through curated advisory services.

by Joyce Harden

Rinaldi article featured in NEFA Newsline: "Preparing and Positioning Your Equipment Finance Company to Secure Growth Capital"

Securing growth capital is crucial for equipment finance companies aiming to expand, but it requires careful preparation. This article provides a comprehensive roadmap to position your company as a credible and reliable borrower, offering actionable strategies to instill lender confidence and overcome challenges in today’s banking environment.

DOWNLOAD THE FULL ARTICLE

by Joyce Harden

Rinaldi Advisory Services and TomorrowZone Announce Strategic Alliance

Rinaldi Advisory Services® and TomorrowZone Announce Strategic Alliance

HOUSTON, TX, July 9th, 2024 — Rinaldi Advisory Services, LLC (“RAS”), renowned for its strategic expertise in exit strategy planning and mergers and acquisitions within the U.S. equipment finance marketplace, announces the addition of strategic alliance partner Deborah Reuben and TomorrowZone® to bolster its digital transformation capabilities.

This alliance enriches RAS’s service offerings, enabling the firm to guide banks and equipment finance companies not only through complex digital transformations but also in developing bank-ready postures that drive sale premiums during exits. Leveraging TomorrowZone’s deep equipment finance and business application strategy expertise, the two firms will work together to help equipment finance companies develop and implement digital strategies that will improve their efficiency, agility, and profitability.

Rinaldi Advisory Services, led by Bob Rinaldi, was founded in 2018 to provide CEOs and founders of firms in the industry with a very close advisor whom they can confide in on sensitive issues they face daily — providing true, no-nonsense feedback.

TomorrowZone was founded by Deborah (“Deb”) Reuben in 2013 as a boutique consulting company leading the visionary innovation conversation in the equipment finance industry. Pairing deep business and technical expertise with expert human-centered innovation practice, TomorrowZone helps companies to co-create strategic vision, and optimize business processes with a focus on long term value creation.

RAS’s and TomorrowZone’s services are complementary, and provide deep expertise in a wide range of functional areas within commercial equipment finance. With Reuben’s out-of-the-box thinking and specialized focus on the visionary front-end of transformations, RAS can offer a holistic suite of strategic guidance to equipment finance firms.

Deborah said of the opportunity to work with Bob and the RAS team, “I am thrilled to partner with Rinaldi Advisory Services to help equipment finance companies prepare for the future of work. Our combined expertise will provide our customers with the expertise and tools they need to thrive in the digital age. Bob is a legend in our space. I love the way he thinks. His stellar reputation and willingness to embrace true innovation, curiosity, and future readiness are a great fit for TomorrowZone. I look forward to our collaborations to make awesome happen for our customers.”

“Deb Reuben is exceptional,” says Bob Rinaldi, President of Rinaldi Advisory Services (RAS). “Her approach to business transformation, particularly in fostering a growth-oriented mindset, aligns perfectly with our philosophy. Deb begins by reshaping the CEO’s perspective and then guides the leadership team to envision and implement essential transformation processes. This collaboration with Deb and her team at Tomorrow Zone, combined with the expertise of the entire RAS team, will help our clients not only to adapt and thrive in a digital landscape but also prepare them for optimal exit strategies, enhancing their value in the equipment finance marketplace.”

About Rinaldi Advisory Services
RAS provides advisory services to independent lessors, financial institutions, industry service providers, and manufacturers. Primary services include strategic planning and confidential advisory services to principals / executives of equipment finance companies and regulated financial intuitions in the equipment finance industry.

To learn more about how RAS & TomorrowZone might help your business explore the art of the possible and chart a course for digital transformation success, please visit https://rinaldiadvisory.com/about/ or contact Bob at Bob@RinaldiAdvisory.com, or TomorrowZone at https://tomorrowzone.io/

by Joyce Harden