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The Leasing Foundation is established,
the first new industry body for 20 years.
The Leasing Foundation
holds first board meeting.
May 2012 June 2012
The Leasing Foundation is
a terrific initiative that will
bring enormous benefit to
the sector in which I started
my career. I am excited
about the diversity and skills
development programmes
– removing the barriers that
prevent people fulfilling
their potential has been a
passion and focus for me
throughout my career.
Chris Sullivan
FORMER Deputy Chief Executive Officer
Royal Bank of Scotland
FOUNDING GOVERNOR AND PATRON OF THE
FOUNDATION
The Leasing
Foundation.
Supporting the
leasing and asset
finance industry
through education,
research and
philanthropy.
Our vision.
•	 research projects driven by industry needs.
•	Innovative education programmes to attract,
retain and develop talent.
•	A sustainable approach to giving that changes lives.
•	A global organisation that promotes industry
cooperation.
JULY 2012
Chris Sullivan becomes
Patron of the Foundation.
TWO
The Leasing Foundation,
with its focus on training
and career development,
research and philanthropy,
promotes the positive
contribution of asset
finance to customers and
to society. My hope is that
the Foundation can go
on to play a bigger part in
supporting the people who
work in asset finance and
the communities in which
they operate, by promoting
what is good about our
industry and encouraging
other talented people to
join the industry.
john hooper
FORMER Executive Director
National Australia Group Europe Limited
FOUNDING GOVERNOR AND FOUNDATION BOARD
MEMBER
Who we are.
A purpose-driven community
of exceptional leasing and
asset finance professionals.
The Leasing Foundation is unlike existing industry
bodies. It is made up of passionate people, our
Governors and Fellows, who are committed to
advancing the leasing and asset finance industry.
The Leasing Foundation is not-for-profit, driven by
and for industry professionals, and works to support
people and organisations across Europe, Africa
and Asia.
The Foundation is made up of Governors, Fellows and
Associates.
The Foundation’s Governors are a small group of
senior influencers who provide support by creating
access to resources, providing guidance and ensuring
that our objectives are being met.
The Foundation’s Fellows are a group of professionals
with a demonstrated record of thought leadership
and involvement in activities that nourish and grow
the industry.
The Foundation’s Associates are those at any stage
in their careers who want to work with a modern,
dynamic organisation to further develop their careers.
First Governors join
the Foundation.
August 2012
Inaugural Governors’ dinner. The Leasing Foundation
Founding Fellows appointed.
september 2012 october 2012
THREE
I was delighted to be
invited to become one of
the Founding Governors
of the Leasing Foundation.
It was even more satisfying
as the invitations are all
made on a personal level
and not linked to any
specific organisation or
current employment.
The Leasing Foundation’s
many initiatives significantly
outshine anything that
has been done previously
in Europe.
Bret thomas
Executive Vice President GlobalOperations
John Deere Financial
FOUNDING GOVERNOR
What we do.
We work with people
at every level in many
organisations across
the industry and around
the world.
The Foundation advances professionalism
through the Fellowship, enhances professional
competence through education, maintains a
healthy industry by supporting diversity, creates
knowledge through research and contributes to
good causes through giving.
Our activities include research projects to benefit
the entire industry that are created and performed
by the industry, a digital publishing platform that
is managed by the industry, a global innovation
forum and a programme of modern leadership
development that involves leading organisations
in leasing and asset finance.
December 2012December 2012
Charity Christmas Lunch
sponsored by the Foundation.
Charity Christmas Lunch
sponsored by the Foundation.
First 50 Leasing Foundation
Fellows appointed.
February 2013
FOUR
Research.
Research for the industry,
by the industry.
The Foundation’s research programme brings
together the expertise, insight and resources of our
Governors and Fellows to create challenging and
relevant research.
Our research uses modern research techniques
to address the real challenges that are facing
the industry.
Our aim is to enhance the industry’s reputation,
drive the creation of new products and services,
and help business, regulators and government to
understand the contribution of the industry to the
global economy.
The Asset Finance Observatory is a network
of industry researchers drawn from the Leasing
Foundation Governors and Fellows. They work
together to develop, perform and use research
driven by the industry’s needs. The Asset
Finance Observatory is supported by Siemens
Financial Services.
I am delighted to be involved
with an organisation that is
bringing together individuals
in the leasing andf asset
finance industry to embrace
diversity, philanthropy,
research and education. The
Foundation is becoming an
integral part of the leasing
and asset finance industry in
the UK and in europe and is
gaining in strength.
CAROL ROBERTS
MANAGING DIRECTOR, BIBBY LEASING
FOUNDING GOVERNOR AND FOUNDATION
BOARD MEMBER
25 new
Fellows appointed.
Women in Leasing
established.
March 2013 April 2013
Mary McNamara appointed
as Chair of Governors.
JULY 2013
FIVE
Education.
Building a long-term
infrastructure for education,
training and development.
The Leasing Foundation is developing new
approaches to education, training and development
that attract and retain talented people.
Our education projects include the creation of new
routes into the industry through apprenticeships,
identifying current and future knowledge, skills
and competencies that leasing and asset finance
professionals need, an executive education
programme in partnership with higher education,
a modern global leadership programme and the
development of industry-wide shared technology
platforms for learning.
The Leasing Foundation Future Leaders
is a leadership programme that develops the next
generation of leaders who will sustain the industry by
being inclusive, innovative and imaginative.
The Leasing Foundation / University of Falmouth
MA in Leasing and Asset Finance is a modern,
blended learning postgraduate degree. Applications
open in late 2015.
The Foundation First annual
Conference hosted by RbS.
SepteMbeR 2013 OCtObeR 2013
The Leasing Foundation
Future Leaders established.
the asset Finance Observatory
first workshop.
nOveMbeR 2013
SIX
Giving.
Bringing focus
and organisation to
charitable giving.
The Leasing Foundation promotes the view that
giving back is a fundamental part of the fabric of
doing business that extends to more than financial
contributions.
At the same time as raising money for good causes,
we are identifying new and innovative ways to
support those who need help the most.
Our activities include support for major charities
such as Macmillan Cancer Support and also
directly supporting the leading scientists such as
Dr. Katie Sidle at the Queens Square Centre for
Neuromuscular Diseases, who are pushing the
frontiers of knowledge and treatment for disease.
The Leasing Foundation
has become a driving
force for modernising and
updating perceptions of
the leasing industry. It brings
a refreshing new dimension
to the industry’s issues and
opportunities in areas such
as research and innovation,
diversity, nurturing talent,
philanthropy and creating
new pathways for the
development of leasing
professionals. I am delighted
to be involved and contribute
to the journey to reshape
our industry.
Jonathan Andrew
Chief Executive Officer
Siemens Financial Services
FOUNDING GOVERNOR, PATRON OF THE
FOUNDATION AND FOUNDATION BOARD
MEMBER
March 2014 JUNE 2014
New Blood Asset Finance
Journalism internship launched.
SME and Asset Finance
Study Published.
Redefining the Leasing
Industry published.
JULY 2014
SEVEN
I am pleased that the
Leasing Foundation
has gained substantial
momentum since its
creation some eighteen
months ago in its efforts
to stimulate philanthropy,
education and research
activity in our industry.
We at Société Générale
Equipment Finance are
giving our support to
many of the initiatives of
the Foundation and we
wer delighted to hosts
the Foundation’s Second
Annual Conference in Paris.
Marie Christine Ducholet
Chief Executive Officer
Société Générale Equipment Finance
FOUNDATION BOARD MEMBER
Diversity.
Helping women to succeed
in leasing and asset finance.
The inclusion of women in the top ranks of company
leadership has a direct and positive impact.
Companies with the highest representation of
women in management teams have demonstrably
better financial performance.
The Leasing Foundation wants to ensure that the
leasing and asset finance industry is, and is seen
to be, a leading example of the commercial value
of gender diversity. We are achieving this through
innovative programmes of development, monitoring,
mentoring and support.
Women in Leasing is the Foundation’s programme
of networking and skills development that promotes
and enhances women’s contribution to the leasing
and asset finance industry.
The Gender Diversity Scorecard launched
industry-wide in 2015, is a tool for collecting
industry-wide information on diversity for the leasing
and asset finance industry.
Inaugural Innovation in
Finance Lecture.
Foundation Board adds new
members.
MAY 2015February 2015
First International Conference
hosted by Societe Generale.
NOVEMBER 2014
EIGHT
Foundation
Fellows and
Associates.
A community of exceptional
leasing and asset finance
professionals.
The Leasing Foundation Fellows are a group of
leasing and asset finance professionals from across
the industry and around the globe.
Fellowship is a recognition of personal commitment
to the leasing industry and an active participation in
the advancement of the industry that goes beyond an
individual’s current employer.
Fellowship is by invitation and is offered to individuals
at any point in their career who demonstrate high
professional and ethical standards, an established
track record of achievement, a wide knowledge of
the industry and involvement in activities that develop
the industry. Fellows are individuals who are willing to
challenge current thinking and be active advocates for
the industry.
The Leasing Foundation Associates are those who
wish to work with the Foundation and who do not yet
feel ready to become part of the Fellowship. Anyone
can apply to be an associate, regardless of their
specialism and industry segment, and at any point in
their careers.
Foundation Associates
Programme launched.
Third Annual Conference
hosted by Siemens.
JuLY 2015 SEPTEMBER 2015
October 2015
MA in Leasing and Asset
Finance Launched.
Patrons
Jonathan Andrew, Siemens Financial Services
Chris Sullivan, Sullivan Associates
Board Members
Jonathan Andrew, Siemens Financial Services
Andrew Denton, CHP Consulting (CEO)
Marie-Christine Ducholet, Société Générale Equipment Finance
Rich Green, CIT Group (Chair of Fellows)
John Hooper, independent
Mary McNamara independent (Chair of Governors)
Tarun Mistry, Grant Thornton UK LLP (CFO)
Carol Roberts Bibby Leasing
Professor Peter Thomas, Manifesto Group (COO)
Governors
Jonathan Andrew, Siemens Financial Services
John Bennett, Independent
Richard Carter, HSBC Bank
Cormac Costelloe, Dell Financial Services
Professor Iwan Davies, University of Cardiff
Andrew Denton, CHP Consulting
Marie-Christine Ducholet, Société Générale Equipment Finance
Carmen Ene, 3 Step IT
Sam Geneen, Star Asset Finance
Andy Hart, independent
John Hooper, independent
John Howland-Jackson, independent
Ian Isaac, Lombard
Nils Jaeger, Volvo Financial Services
Patrick Jelly, Pitney Bowes Global Financial Services
Neeraj Kapur, Secure Trust Bank
Alan Leesmith, IAA-Advisory
Elliot Lennick, MAN Finance
Professor Robert Macredie, Brunel University
Mary McNamara, Independent
Lisa Marks, Stephenson Harwood LLP
Tarun Mistry, Grant Thornton UK LLP
Mike Oxby, Santander Asset Based Finance
Andrew Page, CHP Consulting
Carol Roberts, Bibby Leasing
Derek Soper, IAA-Advisory
Chris Sullivan, Sullivan Associates
Ashley Sylvester, Motability Operations
Peter Tegg, Cat Financial Services
Bret Thomas, John Deere Financial
Professor Peter Thomas, Manifesto Group
Denis Watson, Barclays

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The-Leasing-Foundation-Guide-2015

  • 1.
  • 2. ONE The Leasing Foundation is established, the first new industry body for 20 years. The Leasing Foundation holds first board meeting. May 2012 June 2012 The Leasing Foundation is a terrific initiative that will bring enormous benefit to the sector in which I started my career. I am excited about the diversity and skills development programmes – removing the barriers that prevent people fulfilling their potential has been a passion and focus for me throughout my career. Chris Sullivan FORMER Deputy Chief Executive Officer Royal Bank of Scotland FOUNDING GOVERNOR AND PATRON OF THE FOUNDATION The Leasing Foundation. Supporting the leasing and asset finance industry through education, research and philanthropy. Our vision. • research projects driven by industry needs. • Innovative education programmes to attract, retain and develop talent. • A sustainable approach to giving that changes lives. • A global organisation that promotes industry cooperation. JULY 2012 Chris Sullivan becomes Patron of the Foundation.
  • 3. TWO The Leasing Foundation, with its focus on training and career development, research and philanthropy, promotes the positive contribution of asset finance to customers and to society. My hope is that the Foundation can go on to play a bigger part in supporting the people who work in asset finance and the communities in which they operate, by promoting what is good about our industry and encouraging other talented people to join the industry. john hooper FORMER Executive Director National Australia Group Europe Limited FOUNDING GOVERNOR AND FOUNDATION BOARD MEMBER Who we are. A purpose-driven community of exceptional leasing and asset finance professionals. The Leasing Foundation is unlike existing industry bodies. It is made up of passionate people, our Governors and Fellows, who are committed to advancing the leasing and asset finance industry. The Leasing Foundation is not-for-profit, driven by and for industry professionals, and works to support people and organisations across Europe, Africa and Asia. The Foundation is made up of Governors, Fellows and Associates. The Foundation’s Governors are a small group of senior influencers who provide support by creating access to resources, providing guidance and ensuring that our objectives are being met. The Foundation’s Fellows are a group of professionals with a demonstrated record of thought leadership and involvement in activities that nourish and grow the industry. The Foundation’s Associates are those at any stage in their careers who want to work with a modern, dynamic organisation to further develop their careers. First Governors join the Foundation. August 2012 Inaugural Governors’ dinner. The Leasing Foundation Founding Fellows appointed. september 2012 october 2012
  • 4. THREE I was delighted to be invited to become one of the Founding Governors of the Leasing Foundation. It was even more satisfying as the invitations are all made on a personal level and not linked to any specific organisation or current employment. The Leasing Foundation’s many initiatives significantly outshine anything that has been done previously in Europe. Bret thomas Executive Vice President GlobalOperations John Deere Financial FOUNDING GOVERNOR What we do. We work with people at every level in many organisations across the industry and around the world. The Foundation advances professionalism through the Fellowship, enhances professional competence through education, maintains a healthy industry by supporting diversity, creates knowledge through research and contributes to good causes through giving. Our activities include research projects to benefit the entire industry that are created and performed by the industry, a digital publishing platform that is managed by the industry, a global innovation forum and a programme of modern leadership development that involves leading organisations in leasing and asset finance. December 2012December 2012 Charity Christmas Lunch sponsored by the Foundation. Charity Christmas Lunch sponsored by the Foundation. First 50 Leasing Foundation Fellows appointed. February 2013
  • 5. FOUR Research. Research for the industry, by the industry. The Foundation’s research programme brings together the expertise, insight and resources of our Governors and Fellows to create challenging and relevant research. Our research uses modern research techniques to address the real challenges that are facing the industry. Our aim is to enhance the industry’s reputation, drive the creation of new products and services, and help business, regulators and government to understand the contribution of the industry to the global economy. The Asset Finance Observatory is a network of industry researchers drawn from the Leasing Foundation Governors and Fellows. They work together to develop, perform and use research driven by the industry’s needs. The Asset Finance Observatory is supported by Siemens Financial Services. I am delighted to be involved with an organisation that is bringing together individuals in the leasing andf asset finance industry to embrace diversity, philanthropy, research and education. The Foundation is becoming an integral part of the leasing and asset finance industry in the UK and in europe and is gaining in strength. CAROL ROBERTS MANAGING DIRECTOR, BIBBY LEASING FOUNDING GOVERNOR AND FOUNDATION BOARD MEMBER 25 new Fellows appointed. Women in Leasing established. March 2013 April 2013 Mary McNamara appointed as Chair of Governors. JULY 2013
  • 6. FIVE Education. Building a long-term infrastructure for education, training and development. The Leasing Foundation is developing new approaches to education, training and development that attract and retain talented people. Our education projects include the creation of new routes into the industry through apprenticeships, identifying current and future knowledge, skills and competencies that leasing and asset finance professionals need, an executive education programme in partnership with higher education, a modern global leadership programme and the development of industry-wide shared technology platforms for learning. The Leasing Foundation Future Leaders is a leadership programme that develops the next generation of leaders who will sustain the industry by being inclusive, innovative and imaginative. The Leasing Foundation / University of Falmouth MA in Leasing and Asset Finance is a modern, blended learning postgraduate degree. Applications open in late 2015. The Foundation First annual Conference hosted by RbS. SepteMbeR 2013 OCtObeR 2013 The Leasing Foundation Future Leaders established. the asset Finance Observatory first workshop. nOveMbeR 2013
  • 7. SIX Giving. Bringing focus and organisation to charitable giving. The Leasing Foundation promotes the view that giving back is a fundamental part of the fabric of doing business that extends to more than financial contributions. At the same time as raising money for good causes, we are identifying new and innovative ways to support those who need help the most. Our activities include support for major charities such as Macmillan Cancer Support and also directly supporting the leading scientists such as Dr. Katie Sidle at the Queens Square Centre for Neuromuscular Diseases, who are pushing the frontiers of knowledge and treatment for disease. The Leasing Foundation has become a driving force for modernising and updating perceptions of the leasing industry. It brings a refreshing new dimension to the industry’s issues and opportunities in areas such as research and innovation, diversity, nurturing talent, philanthropy and creating new pathways for the development of leasing professionals. I am delighted to be involved and contribute to the journey to reshape our industry. Jonathan Andrew Chief Executive Officer Siemens Financial Services FOUNDING GOVERNOR, PATRON OF THE FOUNDATION AND FOUNDATION BOARD MEMBER March 2014 JUNE 2014 New Blood Asset Finance Journalism internship launched. SME and Asset Finance Study Published. Redefining the Leasing Industry published. JULY 2014
  • 8. SEVEN I am pleased that the Leasing Foundation has gained substantial momentum since its creation some eighteen months ago in its efforts to stimulate philanthropy, education and research activity in our industry. We at Société Générale Equipment Finance are giving our support to many of the initiatives of the Foundation and we wer delighted to hosts the Foundation’s Second Annual Conference in Paris. Marie Christine Ducholet Chief Executive Officer Société Générale Equipment Finance FOUNDATION BOARD MEMBER Diversity. Helping women to succeed in leasing and asset finance. The inclusion of women in the top ranks of company leadership has a direct and positive impact. Companies with the highest representation of women in management teams have demonstrably better financial performance. The Leasing Foundation wants to ensure that the leasing and asset finance industry is, and is seen to be, a leading example of the commercial value of gender diversity. We are achieving this through innovative programmes of development, monitoring, mentoring and support. Women in Leasing is the Foundation’s programme of networking and skills development that promotes and enhances women’s contribution to the leasing and asset finance industry. The Gender Diversity Scorecard launched industry-wide in 2015, is a tool for collecting industry-wide information on diversity for the leasing and asset finance industry. Inaugural Innovation in Finance Lecture. Foundation Board adds new members. MAY 2015February 2015 First International Conference hosted by Societe Generale. NOVEMBER 2014
  • 9. EIGHT Foundation Fellows and Associates. A community of exceptional leasing and asset finance professionals. The Leasing Foundation Fellows are a group of leasing and asset finance professionals from across the industry and around the globe. Fellowship is a recognition of personal commitment to the leasing industry and an active participation in the advancement of the industry that goes beyond an individual’s current employer. Fellowship is by invitation and is offered to individuals at any point in their career who demonstrate high professional and ethical standards, an established track record of achievement, a wide knowledge of the industry and involvement in activities that develop the industry. Fellows are individuals who are willing to challenge current thinking and be active advocates for the industry. The Leasing Foundation Associates are those who wish to work with the Foundation and who do not yet feel ready to become part of the Fellowship. Anyone can apply to be an associate, regardless of their specialism and industry segment, and at any point in their careers. Foundation Associates Programme launched. Third Annual Conference hosted by Siemens. JuLY 2015 SEPTEMBER 2015 October 2015 MA in Leasing and Asset Finance Launched.
  • 10. Patrons Jonathan Andrew, Siemens Financial Services Chris Sullivan, Sullivan Associates Board Members Jonathan Andrew, Siemens Financial Services Andrew Denton, CHP Consulting (CEO) Marie-Christine Ducholet, Société Générale Equipment Finance Rich Green, CIT Group (Chair of Fellows) John Hooper, independent Mary McNamara independent (Chair of Governors) Tarun Mistry, Grant Thornton UK LLP (CFO) Carol Roberts Bibby Leasing Professor Peter Thomas, Manifesto Group (COO) Governors Jonathan Andrew, Siemens Financial Services John Bennett, Independent Richard Carter, HSBC Bank Cormac Costelloe, Dell Financial Services Professor Iwan Davies, University of Cardiff Andrew Denton, CHP Consulting Marie-Christine Ducholet, Société Générale Equipment Finance Carmen Ene, 3 Step IT Sam Geneen, Star Asset Finance Andy Hart, independent John Hooper, independent John Howland-Jackson, independent Ian Isaac, Lombard Nils Jaeger, Volvo Financial Services Patrick Jelly, Pitney Bowes Global Financial Services Neeraj Kapur, Secure Trust Bank Alan Leesmith, IAA-Advisory Elliot Lennick, MAN Finance Professor Robert Macredie, Brunel University Mary McNamara, Independent Lisa Marks, Stephenson Harwood LLP Tarun Mistry, Grant Thornton UK LLP Mike Oxby, Santander Asset Based Finance Andrew Page, CHP Consulting Carol Roberts, Bibby Leasing Derek Soper, IAA-Advisory Chris Sullivan, Sullivan Associates Ashley Sylvester, Motability Operations Peter Tegg, Cat Financial Services Bret Thomas, John Deere Financial Professor Peter Thomas, Manifesto Group Denis Watson, Barclays