If you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry, you want:
- To know how to transition to an ABL lending environment or transition within the various ABL disciplines
- To understand the collateral pledged to your loan
- To evaluate the pitfalls of lending on various types of AR and Inventory across various industries
- To interpret and assess what is on the field exam report
- To develop your field exam knowledge
This class is where you will gain the knowledge you need to excel.
Note: SFNet has a block of rooms reserved at the Kimpton Gray Hotel, near the course venue, where course attendees can book rooms at a discounted rate. You will receive a link to book a room upon registering for the course. The deadline to book a room at the discounted rate is August 2nd.
Program Fee
$845.00 Member
$1,195.00 Non-Member
Sending multiple people? Contact Jeff Walsh for a group discount.
Program Times
Monday, August 26th 8:30 am - 5:00 pm
Tuesday, August 27th 8:30 am - 5:00 pm
Wednesday, August 28th 8:30 am - 1:00 pm
Breakfast will be served each morning at 8:30 am. The program will begin at 9:00 am. Lunch will be provided.
Instructor
Donald Clarke, President, Asset Based Lending Consultants, Inc.
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
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