2017 Fall ABL Operations Bootcamp

Tuesday, September 12 - Thursday, September 14, 2017

Location

Holland & Knight LLP
200 Crescent Ct.
Dallas, TX

Description

ABL Operations Bootcamp is a comprehensive 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, Sept 12, 8:30 am - 5:00 pm
Wednesday, Sept 13, 8:30 am - 5:00 pm
Thursday, Sept 14, 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

Ronald C. Rossi, MB Financial Bank
Jay Heckerd, KeyBank 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

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

 



#Operations #InPerson
Event Image

  

Use "Active Registration" link above to edit a partial registration

Katie Valenti
(212)792-9397
KValenti@cfa.com

 

Just joined chapter or YoPro? Please wait 30 min before registering.

Members and YoPro make sure you get the right price? 

CHECK PROFILE NOW