Show Notes:

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace welcomes Donna Yanuzzi, Executive Vice President at 1st Equipment Finance and recipient of the ELFA’s 2024 Michael J. Fleming Distinguished Service Award. With nearly 30 years of industry experience, Donna unpacks the leadership principles, market foresight, and people-first mindset that have shaped her legacy—and continue to fuel her passion for mentoring the next generation of equipment finance professionals.

Guest:

Donna Yanuzzi, EVP, 1st Equipment Finance

Key Topics Discussed:

  • Attracting and retaining talent in a competitive hiring landscape
  • Building culture in entrepreneurial vs. institutional environments
  • Donna’s 5-day outreach strategy to manage delinquency and risk
  • Transportation and construction sector insights, including tariffs and rentals
  • Why vocational vehicles and used construction assets are outperforming
  • Shifts in small business leasing and the decline of the TRAC lease model
  • Succession planning, college outreach, and industry mentorship programs
  • The integration of AI tools in finance without losing the human touch

Executive Takeaways:

“Culture is everything. You have to build a place where younger people feel ownership and impact—like they’re running their own business.”

“We don’t wait for a 30-day delinquency to act. We start outreach at day five. It’s about relationships, early insight, and helping the customer avoid escalation.”

“Vocational vehicles and used equipment with wheels are outperforming. That mobility gives us flexibility—and better risk management.”

“AI isn’t about replacing people. It’s about scaling smarter so our people can do more meaningful, high-impact work.”

“I came out of retirement because I wasn’t done helping others grow. If I can make a difference in someone’s life or career, that’s the success of my career.”

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