2018 Winter Underwriting Fundamentals

Starts:  Feb 6, 2018 2:00 PM (ET)
Ends:  Feb 22, 2018 3:30 PM (ET)


Dial-in Instructions:
Dial-in instructions will be emailed to you one day before the scheduled workshop.


Underwriting is far more than gathering data and calculating ratios. You need to make judgments about how to manage risk, and these are best when based in experience. Join the CFA Underwriting Fundamentals program from your desk and learn how industry leaders think through credit issues and manage risk.

Highlights of the program include senior ABL executives taking you through credit committee reports and explaining their thought processes. If you are just starting in Underwriting, or if you interested in learning from the best, now is the time!

To register for the full program, click the Register Now button. To register for an individual workshop, click the workshop title.

Tuesday, February 6 - Financial Statement Essentials
Thursday, February 8 - Collateral and Cash Flow Statement Essentials
Tuesday, February 13 - Exits and Inventory Essentials
Thursday, February 15Due Diligence Essentials
Tuesday, February 20 - Essentials of the Role
Thursday, February 22 - Credit Report Essentials

All workshops are 90 minutes, from 2:00 - 3:30 PM EST.

For more information, click here.

Program Fee

Full Series   $895.00 Members   $1,295.00 Non-Members

Individual Modules   $176 Members   $250 Non-Members


Jim Campbell, Wells Fargo Capital Finance (Financial Statement)
Jonathan Parker, PNC Bank (Collateral and Cash Flow)
Nelson Jimenez, Hilco Global (Due Diligence)
Stephen d'Aquila, Hilco Global (Exits and Inventory)
Joseph Sum, PNC Business Credit (Essentials of the Role)
Bill Elliott, TBK Bank (Credit Approval Requests)

What You Will Learn

  • A thorough and systematic overview of the key aspects of ABL underwriting
  • How to deepen awareness and understanding of assessing risks
  • How to develop deeper questioning skills to identify inconsistencies and potential fraud
  • How to develop a stronger ability to propose strategies to minimize the key risks for that client and report effectively to a credit committee
  • How to supplement and enhance on-the-job learning and internal training programs

Who Should Attend

Program Level: Basic

Recommended for professionals starting in an underwriting role, underwriters, credit professionals, business development officers, and other asset-based lending professionals.

    Refund / Cancellation Fee

    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

    #Underwriting #Virtual
    Use "Active Registration" link above to edit a partial registration.
    Chris James
    (212) 792-9397


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