ABL Operations Bootcamp is a comprehensive three-day program covering every aspect of collateral monitoring, operations management and loan administration. Learn the questions you want to ask when detecting small inconsistencies that might mask deeper problems. Examine team roles and expectations. Clarify terminology (aging, vendor, debtor, etc.) that you will encounter time and time again. Understand documentation, trend analysis, verifications, field exams, and much more.
Tuesday, May 14 8:30 am - 5:00 pm
Wednesday, May 15 8:30 am - 5:00 pm
Thursday, May 16 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.
Sending multiple people? Contact Jeff Walsh for a group discount.
Ron Rossi, VP, ABL Operations Manager, MB Financial Bank
Dilution and advance rates
Red flags and problem loans
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
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.
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