2017 Fall Field Examiner School

Tuesday, September 12 - Friday, September 15, 2017

Location

Holland & Knight LLP
200 Crescent Ct.
Dallas, TX

Description

CFA’s Field Examiner School has been attended by a generation of field examiners and is taught by some of the most experienced and respected professionals in the field. Many other professionals have also attended to learn how to work more effectively with field examiners, to recognize the difference between good and the best, and to be able to understand field examination reports in more depth.
 
The program is an in-depth four-day workshop exploring every aspect of field examination techniques through participation in case studies and discussions about the challenges and situations encountered during the careers of the course leaders. The course follows through a structured in-depth curriculum carefully prepared by CFA’s expert committee, but be prepared to learn far more than the basic facts through your engagement with the experience of both the leader and other attendees.

This is an essential core component of professional development in the secured lending business and we look forward to you joining us.

Program Fee

$845.00 Member
$1,195.00 Non-Member

Program Times

Tuesday, Sept 12   8:30 am - 5:00 pm
Wednesday, Sept 13   8:30 am - 5:00 pm
Thursday, Sept 14   8:30 am - 5:00 pm
Friday, Sept 15   8:30 am - 1:00 pm

 
A continental breakfast will be served each morning at 8:30 am. The program will begin at 9:00 am.  Lunch will be provided.

Instructors

Andrew Swanson, Crestmark Bank

Curriculum

Financial statements / records / electronic data
Purpose of exams and role of the Examiner
Accounts Receivable systems, methodologies and ineligibles
Cash cycles, types of account and testing
Inventory cycles, valuation and ineligibles
Valuing, appraising and securing fixed assets
Liabilities and exposure on accounts payable
Fraud and how to detect and respond
Examination efficiencies
Report writing

For more information, click here.

Who Should Attend?

Program level: Basic

Field examiners, relationship managers, underwriters, lenders and new business personnel.

Refund / Cancellation Policy

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.

CPE / CLE

Recommended CPE Credits: 27

Commercial Finance Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org



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

 

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