2019 Winter Underwriting Fundamentals

Starts:  Feb 12, 2019 2:00 PM (ET)
Ends:  Feb 28, 2019 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 12 - Financial Statement Essentials
Thursday, February 14 - Collateral and Cash Flow Statement Essentials
Tuesday, February 19 - Due Diligence Essentials
Thursday, February 21 - Exits and Inventory Essentials
Tuesday, February 26 - Essentials of the Role
Thursday, February 28 - Credit Report Essentials

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

For more information, click here.


Jim Campbell, First Vice President, Cathay Business Capital
Mignon Winston, Managing Director, White Oak Commercial Finance, LLC
Nelson Jimenez, Executive Director, Hilco Global
Stephen d'Aquila, Appraiser, Hilco Global
Kristin Martin, VP - National Underwriting Manager, Triumph Commercial Finance

Program Fee

Members $895.00 full series, $176.00 individual module
Non-Members $1,295.00 full series, $250.00 individual module

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

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

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    Jeff Walsh


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