2017 Spring Operations Fundamentals

Wednesday, May 3 - Wednesday, June 7, 2017

Location

Dial-in Instructions:
Will be emailed to you one day before the scheduled workshop.

Description

We often hear that Operations professionals want to attend our educational programs, but they can't leave the office for several days to attend a workshop.

So we are bringing the very best of operations learning to your desk.

Operations Fundamentals features six 90-minute virtual workshops delivered once per week for six consecutive weeks from 2:00pm - 3:30pm. Each workshop involves presentations of detailed case-studies and discussions, and includes a high-quality 30-minute e-learning module to be viewed prior to the workshop.

To register for the full program, click the Register Now button. To register for an individual module, click the module title (members only).

May 3 - Borrowing Base Essentials
May 10 - Trend Card and Risk Analysis Essentials
May 17 - Cash Management Essentials
May 23 - Fraud Prevention Essentials
May 31 - Loan Documentation Essentials
June 7 - Field Examination Essentials

For more information, click here.

Program Fee

$895.00 Members
$1295.00 Non-Members

What You Will Learn

  • A thorough and systematic overview of the key aspects of ABL operations such as borrowing base calculation, verifications, and cash management
  • How to deepen awareness and understanding of assessing operational risks through techniques such as trend card analysis
  • How to develop deeper questioning skills to identify inconsistencies and potential fraud
  • How to increase awareness of the red flags that should be investigated further
  • How to supplement and enhance on-the-job learning and internal training programs

Who Should Attend

  • Professionals during their first 2-3 years in an Operations or Collateral Analyst role
  • Individuals with a few years of experience who want to deepen their skills

REFUND / CANCELLATION FEE

The Commercial Finance Association reserves the right to cancel any program due to insufficient enrollment.

We recognize that plans can change due to business priorities, and we will work with you to find another workshop date that better suits your schedule. In order to receive a refund, you must submit written notification no less than five business days prior to the program start date.

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Use "Active Registration" link above to edit a partial registration

Katie Valenti
(212) 792-9397
KValenti@cfa.com

 

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  • Operations
  • Virtual