2019 Winter Loan Documentation Workshop

Starts:  Jan 15, 2019 2:00 PM (ET)
Ends:  Jan 17, 2019 3:30 PM (ET)


Dial-in Instructions:
Dial-in instructions will be emailed to registrants 1 day prior to the start date.


The Loan Documentation Workshop is a three-day course specifically designed for asset-based lenders. Participants will learn how to become active partners with their legal representatives in structuring and documenting transactions.

Program Times

Tuesday, January 15 - Thursday, January 17
2:00-3:30 pm each day

Program Fee

$595 Members
$895 Non-Members

Sending multiple people? Contact Jeff Walsh for a group discount.


Daniel Ford, Partner, Business Finance, Hahn & Hessen LLP
Sarah Gilbert, Partner, Business Finance, Hahn & Hessen LLP
Lee Podair, Partner, Hahn & Hessen LLP


  • How to effectively supervise and evaluate the performance of your legal representatives
  • How to create and perfect security interests and liens
  • How to become an active partner with your legal representatives in structuring and documenting transactions
  • How to identify and respond to negotiating points commonly raised by the borrower's counsel

For more info, click here

Who Should Attend?

Program Level: Intermediate/Advanced

Loan officers, account executives, and others who negotiate or supervise asset-based loans with at least one year of management responsibility in the negotiation or administration of loan portfolios.  

Refund / Cancellation Policy

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

All cancellations must be received in writing and are subject to a 20% processing fee. No refunds will be made for cancellations received within 3 business days of the scheduled start of the program.


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

#In Person
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Jeff Walsh


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