Course Calendar
Welcome to SFNet Professional Development courses, supported by the Secured Finance Foundation.
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 also offer 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 professional development schedule today.
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2025 Winter Introduction to Factoring
December 16 to 17, 2025If you are just starting out in factoring or are interested in better understanding factoring as a financing alternative, this course will provide you with a strong overall foundation to support your training goals. -
2026 Winter Workouts & Bankruptcy
January 6 to 7, 2026OnlineOur Workouts and Bankruptcy curriculum provides participants strategies and protocols for managing distressed borrower relationships including those that seek protection under bankruptcy.
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2026 Winter Introduction to Secured Finance
January 13 to 14, 2026SFNet’s Introduction to Secured Finance 2025 is a practical course designed for legal professionals advising clients in Asset-Based Lending (ABL) and Factoring transactions. It provides the foundational knowledge and legal tools needed to navigate, structure, and protect client interests in these essential working capital solutions. Key topics include UCC perfection, documentation, collateral monitoring, and risk mitigation.
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2026 Winter ABL Underwriting Level 1
January 15 to 16, 2026OnlineWhether considering a career in Underwriting or seeking to expand your knowledge in collateral and risk management, ABL Underwriting Level 1 is an excellent curriculum to strengthen one’s skillset.
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2026 Winter Leadership: How to Be the Trusted Advisor
January 15, 2026Learn what it takes to become a trusted advisor by understanding the key traits of trust, the behaviors that build (and break) it, and practical tools you can apply right away.
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2026 Winter Financial Statement Analysis Level 1
January 20 to 21, 2026OnlineOur Financial Statement Analysis course provides participants with insight and knowledge to aid in effectively analyzing financial statements and testing key financial ratios against standardized benchmarks.
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2026 Winter Factoring Documentation
January 21 to 22, 2026OnlineFactoring Documentation is recommended for more tenured industry members who seek to better understand the typical contractual expectations and requirements for both the factor and the seller/client.
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2026 Winter Business Development Level 2
February 4 to 5, 2026OnlineBusiness Development Level 2 builds on foundational selling techniques by focusing on long-term client value, strategic collaboration, and the skills needed to advocate effectively both externally and within your organization. Designed for experienced BDOs, this course encourages participants to step into a trusted advisor role, enhancing their ability to drive results, deepen relationships, and contribute meaningfully to their company’s growth.
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2026 Winter Factoring Underwriting
February 25 to 26, 2026OnlineWhether considering a career in Underwriting or seeking to expand your knowledge in collateral and risk management, Factoring Underwriting is an excellent curriculum to strengthen one’s skillset.
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2026 Spring ABL Underwriting Level 2
March 10 to 12, 2026OnlineAdvance your skills through a hands-on case study experience Who Should Attend: This program is designed for professionals with 3+ years of experience in underwriting, portfolio management, or risk management in secured lending. Participants should have completed Underwriting Level 1 or possess a strong foundation in credit and underwriting principles.
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2026 Winter Factoring Portfolio Management
March 25 to 26, 2026Factoring Portfolio Management is open to participants of all experiences who are interested in understanding the fundamentals of managing factoring relationships.
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2026 Spring Leadership: Overcoming Objections and Pushback
April 21, 2026OnlineAt the end of the session, participants will identify takeaways and ways to measure progress in applying the techniques. -
2026 Summer ABL Underwriting Level 2
June 9 to 11, 2026OnlineAdvance your skills through a hands-on case study experience Who Should Attend: This program is designed for professionals with 3+ years of experience in underwriting, portfolio management, or risk management in secured lending. Participants should have completed Underwriting Level 1 or possess a strong foundation in credit and underwriting principles.
