1 to 10 of 27
Sort by

Webinar: Getting in Touch with Intangibles: IP Collateral

Lending in intellectual property (IP) collateral – even if it is “side collateral” – requires special tasks and skills. One must understand the nature of the IP, its relation to the associated enterprise, any limitations on its use, and the special methods that may be involved in perfecting a...

 09-04-2019 | 14:00 - 15:00 ET

Webinar: Nuts and Bolts of Leveraged ESOP Finance

This program will cover the “Nuts and Bolts of Leveraged ESOP Finance”, whereby an Employee Stock Ownership Plan (“ESOP”) is used to enable company owners to monetize their investment, while providing continuity for the business and enabling employees to themselves become owners. There are...

 08-28-2019 | 14:00 - 15:00 ET

Webinar: The Life Cycle of an Appraisal

Whether it’s for lending support, financial reporting, tax planning, or an acquisition, an appraisal is a key requirement for many different transactions. Gordon Brothers’ inventory, machinery & equipment, and business and intangible asset valuation experts will take attendees through a deep...

 06-26-2019 | 14:00 - 15:00 ET

Webinar: Healthcare Finance

The healthcare industry is one of the fastest-growing areas of opportunity for lenders, but healthcare borrowers present some unique requirements and challenges. As a heavily regulated industry at both the state and federal levels, the industry is characterized by a heavy concentration of...

 06-19-2019 | 14:00 - 15:00 ET

What You Need to Know About the Latest Secured Finance Industry Reports

FREE Members-Only Webinar Don’t miss our panel of data specialists who will analyze the results of the landmark CFA Education Foundation 2019 Secured Finance Market Sizing & Impact Study as well as our Annual ABL and Factoring Surveys. The group will highlight important insights and...

 05-02-2019 | 13:30 - 14:30 ET

A Bad Bill with Good Intentions: What Lenders Need to Know About CA SB 1235

A Bad Bill with Good Intentions: What Lenders Need to Know About CA SB 1235 Free - CFA Members only CA SB 1235 was signed into law by Governor Brown of California on September 30, imposing new and potentially challenging disclosure requirements on certain commercial financing transactions in...

 11-15-2018 | 12:30 - 13:30 ET

2019 Summer Operations Fundamentals

We bring the best of operations learning to your desk. Operations Fundamentals comprises six 90-minute virtual workshops delivered twice per week for three consecutive weeks, from 2:00pm - 3:30pm EST. Each workshop has two components: a 30-minute e-learning module to be viewed prior to the...

 07-15-2019 14:00 - 07-31-2019 15:30 ET

2019 Summer Underwriting Fundamentals

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...

 07-09-2019 14:00 - 07-25-2019 15:30 ET

2019 Summer ABL Basics Workshop

Our ABL Basics Virtual Workshop is designed to give you a full overview of the ABL industry at your desk . Instructors explore the sales process including understanding the borrower's business needs, determining the advance, financial analysis and due diligence, and working with the prospect...

 06-11-2019 14:00 - 06-12-2019 16:00 ET

2019 Summer Field Examiner School AT YOUR DESK

NEW! FIELD EXAMINER SCHOOL AT YOUR DESK! 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...

 06-04-2019 14:00 - 06-06-2019 15:30 ET