2017 Winter Advanced Collateral Control Workshop

Starts:  Dec 5, 2017 2:00 PM (ET)
Ends:  Dec 8, 2017 3:30 PM (ET)


Dial-in Instructions:
Dial-in instructions will be emailed to you prior to the first day of the workshop.


Advanced Collateral Control is a four-day virtual workshop covering every aspect of collateral monitoring, operations management and loan administration. The program will give you the opportunity to learn how experts think from various perspectives on operations. Participants will discuss a variety of topics, including trend analysis, cash analysis, debtor concentrations, risk analysis, documentation, and fraud detection.

For more information, click here.

Program Fee

$595 Members
$895 Non Members

Program Times

2:00-3:30 pm EST each day


Michael Boeheim, CFE, CIA, Director, Freed Maxick ABL Services
Sheri A. Fenenbock, National Program Manager, Wells Fargo Capital Finance
Rosemary O'Brien, Principal, Freed Maxick ABL Services
Alexander Sutton, Managing Director, Industrial Valuations, Gordon Brothers


Key terminology
Calculating ineligibles
Dilution and advance rates
Red flags and problem loans
Financial spreadsheet analysis techniques
Risk factors in various types of collateral
Cash analysis and accounts
Debtor concentration and verification
Documentation, UCC and insurance
Fraud prevention and detection
Role of loan administrator in supporting field examinations
Communication skills

Who Should Attend?

Program Level: Intermediate / Advanced

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.

Event Image


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

Chris James


Just joined chapter or YoPro? Please wait 30 min before registering.

Members and YoPro, make sure you get the right price: