Full Year 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’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.
In This Section
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2024 Summer Factoring Portfolio Management
September 10 to 12, 2024Factoring Portfolio Management is open to participants of all experiences who are interested in understanding the fundamentals of managing factoring relationships. -
2024 Summer Field Exam Level 1
September 10 to 12, 2024OnlineField Exam Level 1 is the curriculum to gain knowledge needed to effectively evaluate collateral and reporting of a borrower or prospective borrower. It has proven to be invaluable across every department, regardless of job title. -
2024 Fall ABL Portfolio Management Level 2
September 24 to 26, 2024OnlineOur ABL Portfolio Management Level Two curriculum is designed to take participants of our Level 1 curriculum deeper into the documentation that supports the underlying credits they may be managing. -
2024 Fall Introduction to Asset Based Lending
October 1 to 3, 2024OnlineOur Introduction to Asset Based Lending curriculum provides participants a broad overview of the ABL industry, touching all key fundamental aspects of all roles responsible for sourcing, underwriting and managing a profitable loan. -
2024 Fall ABL Underwriting Level 2
October 22 to 24, 2024OnlineOur Underwriting Level 2 curriculum offers a real-world look into multiple borrower relationships that ended in losses through multiple interactive case studies. -
2024 Fall Leadership: Critical Leadership Strategies
October 22, 2024 12:00 PM to 3:00 PMBy the end of the session, participants will identify key takeaways and methods to measure their progress in applying leadership techniques. -
2024 Fall Factoring Underwriting Level 1
November 19 to 21, 2024Whether 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. -
2025 Winter Leadership: The Art of Delegation
January 14, 2025 12:00 PM to 3:00 PMAt the end of the session, participants will identify takeaways and ways to measure progress in applying leadership techniques. -
2025 Winter Financial Statements Analysis
February 25 to 26, 2025Our Financial Statement Analysis curriculum provides participants with insight and knowledge to aid in effectively analyzing financial statements and testing key financial ratios against standardized benchmarks. -
2024 Spring Factoring Documentation
March 11 to 13, 2025Factoring 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. -
2025 Winter Leadership: Overcoming Objections and Pushback
March 25, 2025 12:00 PM to 4:00 PMAt the end of the session, participants will identify takeaways and ways to measure progress in applying the techniques. -
2025 Spring Introduction to ABL
April 29 to May 1, 2025Our Introduction to Asset Based Lending curriculum provides participants a broad overview of the ABL industry, touching all key fundamental aspects of all roles responsible for sourcing, underwriting and managing a profitable loan. -
2025 Spring ABL Underwriting Level 2
May 5 to 7, 2025Our Underwriting Level 2 curriculum offers a real-world look into multiple borrower relationships that ended in losses through multiple interactive case studies. -
2025 Spring Financial Statements Analysis
May 20 to 21, 2025Our Financial Statement Analysis curriculum provides participants with insight and knowledge to aid in effectively analyzing financial statements and testing key financial ratios against standardized benchmarks. -
2025 Summer ABL Loan Documentation
June 24 to 26, 2025ABL Loan Documentation is suitable for anyone responsible for directly or indirectly managing risk and interested in how relationships are properly memorialized and governed. -
2025 Fall ABL Underwriting Level 2
September 23 to 25, 2025Our Underwriting Level 2 curriculum offers a real-world look into multiple borrower relationships that ended in losses through multiple interactive case studies.
Professional Development Courses
- Live online classes for ABL and Factoring professionals
- On Demand classes in Appraisals, Factoring, Legal, Workout & Bankruptcy