2018 Summer Field Examiner School

Starts:  May 15, 2018 8:30 AM (CT)
Ends:  May 18, 2018 1:00 PM (CT)

Location

Goldberg Kohn
55 East Monroe St., Suite 3300
Chicago, IL 60603

Description

If you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry, you want:

  1. To know how to transition to an ABL lending environment or transition within the various ABL disciplines
  2. To understand the collateral pledged to your loan
  3. To evaluate the pitfalls on lending on various types of AR and Inventory across various industries
  4. To interpret and assess what is on the field exam report
  5. To develop your field exam knowledge

This class is where you will gain the knowledge you need to excel. 


Program Fee

$845.00 Member
$1,195.00 Non-Member

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

Program Times

Tuesday, May 15   8:30 am - 5:00 pm
Wednesday, May 16   8:30 am - 5:00 pm
Thursday, May 17   8:30 am - 5:00 pm
Friday, May 18   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.

Instructor

Nelson Jimenez, Executive Director, Hilco Global

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



#InPerson #FieldExamination
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Jeff Walsh
646-839-60814
jwalsh@cfa.com

 

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