2019 Foundations of Account Management

Starts:  Sep 24, 2019 2:00 PM (ET)
Ends:  Sep 26, 2019 3:30 PM (ET)


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


New relationship managers need a solid foundation to effectively manage secured credit facilities of all sizes. Emily Carroll, SVP, Regional Underwriting Manager at PNC Business Credit and Brandi Whittington, VP, Relationship Manager at Wells Fargo Capital Finance have created this workshop to help you develop valuable technical skills to address loan restructures, anticipate credit issues and mitigate risk. You'll also learn the finer points of relationship management, such as negotiating credit provisions and leading a syndicate of lenders.

Program Fee

$595.00 Members
$895.00 Non-Members

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

Program Times

Tuesday, September 24  2:00 p.m. - 3:30 p.m. ET
Wednesday, September 25 2:00 p.m. - 3:30 p.m. ET
Thursday, September 26 2:00 p.m. - 3:30 p.m. ET


Emily Carroll, SVP, Regional Underwriting Manager, PNC Business Credit
Brandi Whittington, VP, Relationship Manager, Wells Fargo Capital Finance


After attending this course, participants will be able to:

  • Describe the primary responsibilities of relationship managers and the importance of the role within their organization
  • Analyze a borrower’s collateral and financial trends to identify potential credit issues or fraud
  • Recognize the credit implications of a borrower’s request and know how to respond appropriately
  • Recommend the terms of a loan restructure and negotiate key provisions
  • Respond appropriately to field exam recommendations
  • Manage key internal and external relationships, including unique issues in leading a syndicate of lenders
  • Avoid lender liability

To learn more, click here.

Who should attend

Program Level: Beginners

Relationship managers with 0-4 years of experience in the role, and anyone who is interested in learning more about relationship management.

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.


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

Use "Active Registration" link above to edit a partial registration.
Jeff Walsh


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