2017 Winter Advanced Collateral Control Workshop

Tuesday, December 5 - Friday, December 8, 2017

Location

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

Description

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

Instructors

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

Curriculum

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.

CPE / CLE

Recommended CPE Credits:

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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Chris James
(212)792-9397
cjames@cfa.com

 

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