Full Year Course Calendar

Welcome to SFNet's Education Focus 20/20, supported by the Secured Finance Foundation. We have reshaped both course content and delivery to better serve the needs of our members and our industry.

Our courses serve a wide range of constituents. Some workshops are tailored to professionals just starting their career or moving into a new discipline. Others focus on expertise in advanced areas of practice. With this initiative, our curriculum provides a clear path for professional development, offering multilevel workshops in each of the following key industry areas: operations, underwriting, account management, business development, and field exam. We’re also offering a new leadership development program, tailor-made for our members. In all subject areas, SFNet is proud to present a teaching faculty made up of industry leaders with a passion for sharing their knowledge and experience. 

We welcome you to explore our calendar and start planning your workshop schedule today.

  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Winter Underwriting Level Two
    February 7 to 9, 2023
    Learn from case studies of real deals gone wrong.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Winter Field Exam Level Two
    February 21 to 24, 2023
    The Field Examiner Level Two Workshop is a "big-picture" program conducted for field examination managers and senior examiners/auditors.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Spring Financial Statements
    March 8 to 9, 2023
    The Financial Statement Analysis Seminar teaches how to properly analyze financial statements, focusing on liquidity and cash generation by doing vertical and horizontal analyses.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Spring Account Management Level One
    March 21 to 23, 2023
    Learn valuable technical skills to address loan restructures, anticipate credit issues and mitigate risk.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Spring Operations Level One
    April 4 to 6, 2023
    Operations Level One focuses on the daily duties of the Operations Specialist and how to glean important data from information submitted by the borrower.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Spring Field Exam Level One
    April 25 to 28, 2023
    If you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry, Field Exam Level One is where you will gain the knowledge you need to excel.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Spring Introduction to ABL
    May 9 to 11, 2023
    Our introductory ABL workshop is designed to give you a full overview of the ABL industry.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Spring Account Management Level Two
    May 23 to 25, 2023
    Account Management Level Two is a comprehensive course designed to assist the Account Manager in navigating complex issues pertaining to borrowers in asset based lending, especially in a difficult economic climate.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Summer Field Exam Level One
    June 6 to 9, 2023
    If you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry, Field Exam Level One is where you will gain the knowledge you need to excel.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Summer Operations Level Two
    June 20 to 22, 2023
    This workshop will help the student deepen awareness and understanding of assessing operational risks through techniques such as trend card analysis, develop deeper questioning skills to identify inconsistencies and potential fraud and increase awareness of the red flags that should be investigated further.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Summer Financial Statements
    July 12 to 13, 2023
    The Financial Statement Analysis Seminar teaches how to properly analyze financial statements, focusing on liquidity and cash generation by doing vertical and horizontal analyses.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Summer Field Exam Level Two
    July 25 to 28, 2023
    The Field Examiner Level Two Workshop is a "big-picture" program conducted for field examination managers and senior examiners/auditors.
  • sfnet-educationicon-(1) 2023 Summer Underwriting Level One
    August 8 to 10, 2023
    Online
    Underwriting Level One will help the underwriter hone his/her skills in setting up lending parameters on prospective deals by understanding how all the pieces fit together.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Summer Introduction to ABL
    September 6 to 8, 2023
    Our introductory ABL workshop is designed to give you a full overview of the ABL industry.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2023 Summer Account Management Level One
    September 19 to 21, 2023
    Learn valuable technical skills to address loan restructures, anticipate credit issues and mitigate risk.

Upcoming SFNet Education Classes 

  • Financial Statements
  • Underwriting Level Two
  • Field Exam Level Two
  • On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy
Learn More & Register