2018 Spring Operations Bootcamp

Starts:  May 15, 2018 8:30 PM (CT)
Ends:  May 17, 2018 1:00 PM (CT)

Location

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

Description

Operations Bootcamp is a three-day program covering every aspect of collateral monitoring, operations management and loan administration. Participants discuss a variety of topics including trend analysis, cash analysis, debtor concentrations, risk analysis, documentation, fraud detection and more. Attending this workshop can transform the role of operations from routine processing to excellence in risk management.

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 - 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

Ron Rossi, SVP, ABL Operations Manager, MB Business Capital

Curriculum

Key terminology
Calculating ineligibles
Dilution and advance rates
Red flags and problem loans
Loan documentation
Financial spreadsheet analysis techniques
Risk factors in various types of collateral
Cash analysis and accounts
Debtor concentrations and verification
Documentation, UCC and insurance
Fraud prevention and detection
Role of loan administrator in supporting field examinations
Communication skills

 For more info, click here.

Who Should Attend?

Program Level: Basic/Intermediate

Operations professionals, collateral analysts and management, loan administration personnel. Also, underwriters and relationship managers who want to learn how operations departments function.

Program Fee

$745.00 Members
$1045.00 Non-Members

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

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: 19

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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Jeff Walsh
646-839-6084
jwalsh@cfa.com

 

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