Full Year Course Calendar
Welcome to SFNet's new initiative Education Focus 20/20, supported by the Secured Finance Foundation. We are reshaping both course content and delivery to better serve the needs of our members and our industry.
We have structured our courses to 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 new 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.
2021 Fall Operations Level Two
September 28 - 30, 2021OnlineA comprehensive three-day program covering every aspect of collateral monitoring, operations management and loan administration.
2021 Fall Syndicated ABL Workshop
October 19 - 20, 2021, OnlineThis program covers all aspects of ABL syndication, including formation of the syndicate, lender group “democracy”, and dealing with problems that lender groups encounter.
2021 Fall Field Exam Level One
November 1 - 3, 2021Phoenix, AZThis is a foundational program recommended for field examiners, relationship managers, underwriters, lenders and new business personnel.
2021 Winter Introduction to ABL
December 7 - 9, 2021OnlineOur introductory ABL workshop is designed to give you a full overview of the ABL industry.
2022 Winter Financial Statements Workshop
January 18 - 19, 2022Online, NY
2022 Winter Underwriting Level Two
February 8 - 10, 2022Learn from case studies of real deals gone wrong.
2022 Winter Operations Level Two
February 22 - 24, 2022This 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.
2022 Spring Field Exam Level One
March 8 - 10, 2022If 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.
2022 Spring Financial Statements Workshop
April 5, 2022 1:00 AM - 10:00 PM (Eastern Daylight Time)The Financial Statement Analysis Seminar teaches how to properly analyze financial statements, focusing on liquidity and cash generation by doing vertical and horizontal analyses.
2022 Spring Account Management Level Two
April 19 - 21, 2022Account 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.
2022 Spring Introduction to ABL
May 10, 2022 2:00 PM - 4:00 PM (Eastern Daylight Time)OnlineOur introductory ABL workshop is designed to give you a full overview of the ABL industry.
2022 Summer Operations Level One
June 7 - 9, 2022OnlineOperations Level One focuses on the daily duties of the Operations Specialist and how to glean important data from information submitted by the borrower.
2022 Summer Underwriting Level One
June 21 - 23, 2022OnlineThe Underwriting Level One Workshop will help the underwriter hone his/her skills in setting up lending parameters on prospective deals by underwriting how all the pieces fit together.
2022 Summer Financial Statements
July 19, 2022OnlineThe Financial Statement Analysis Seminar teaches how to properly analyze financial statements, focusing on liquidity and cash generation by doing vertical and horizontal analyses.
2022 Fall Account Management Level One
September 13 - 15, 2022OnlineLearn valuable technical skills to address loan restructures, anticipate credit issues and mitigate risk.
2022 Summer Introduction to ABL
September 27 - 29, 2022OnlineOur introductory ABL workshop is designed to give you a full overview of the ABL industry.