2017 Spring ABL & Factoring Basics Workshop

Tuesday, March 28 - Wednesday, March 29, 2017

Location

Holland & Knight
200 Crescent Court
Dallas

Description

The ABL & Factoring Basics Workshop is a two-day program designed to give a soup to nuts overview of the ABL & factoring industries. The workshop will explore the sales process including understanding the borrower's business needs, determining the advance, financial analysis and due diligence, and working with the prospect through this process. The workshop provides a systematic foundation for those who have pieced together their learning on-the-job, and those just starting out. It has been prepared by experts in both ABL and factoring and has proven valuable to hundreds of attendees over several years.

Program Times

Tuesday, March 28   8:30 am - 5:00 pm
Wednesday, March 29   8:30 am - 5:00 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.

Instructor

Jimmy Gables, Southeastern Commercial Finance LLC
Stewart Chesters, Republic Business Credit, LLC

Curriculum

  • Cash flow cycle for typical borrower
  • Basic credit skills
  • Evaluating the borrower's financial statements
  • Due diligence
  • Salesmanship
  • Operations
  • Enforcement – introduction to the basic concepts

For more information, click here.

Who Should Attend?

Program Level: Basic

Anyone who is new to ABL and factoring, or wishes to enhance their experience with a systematic review of industry practices.

Program Fee

$645.00 Member
$995.00 Non-Member

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

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



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

 

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