Course Calendar

Factoring Documentation takes an immersive look at a typical recourse factoring agreement and the ancillary documents, providing participants with the opportunity to become fluent in the contractual aspects of a recourse factoring relationship.

Reverse Mentoring inverts the traditional mentoring model by pairing young professionals as mentors to senior executives to share insights into culture, innovation, technology, and communication across generations.

This factoring underwriting course helps participants establish stronger eligibility parameters on prospective deals by managing and mitigating known and perceived risks more effectively.

Our Business Development Level 1 curriculum provides a comprehensive look into originating business through intermediaries and is a great resource for participants of all levels.

Our Introduction to Asset Based Lending course 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.

This course is designed for portfolio managers, underwriters, field examiners, collateral analysts, credit officers, and other secured finance professionals seeking to expand their expertise in lending against inventory in transit.

By the end of the session, participants will identify key takeaways and methods to measure their progress in applying leadership techniques.

Introduction to Secured Finance (6 CLE credits) is designed for legal professionals and service providers working with lenders, borrowers, and finance providers engaged with asset-based lending and factoring transactions.

Factoring Portfolio Management is open to participants of all experiences who are interested in understanding the fundamentals of managing factoring relationships.

ABL Loan Documentation is suitable for anyone responsible for directly or indirectly managing risk and interested in how relationships are properly memorialized and governed.

Our 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.

Introduction to Secured Finance (6 CLE credits) is designed for legal professionals and service providers working with lenders, borrowers, and finance providers engaged with asset-based lending and factoring transactions.

Learn 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.

If you're new to commercial lending or private equity, this course gives you the real-world frameworks and industry best practices to start making confident decisions from day one.

Field Exam Level 1 is the course 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.

Advance 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.

Financial Statements Level 2 builds on core accounting fundamentals to equip secured finance professionals with advanced tools for credit analysis, cash flow evaluation, and risk identification. Through real-world case studies and lender-focused frameworks, participants learn how to assess earnings quality, interpret cash flow sustainability, analyze ratios, and identify early warning signals that impact credit decisions.

ABL Portfolio Management Level 1 is open to participants of all experiences who are interested in understanding the fundamentals of collateral and relationship management.

Field Exam Level 2 is a 3-day immersion into the human nature of financial abuse and fraud and finishes with two interesting case studies for the participants to discuss.

If you're new to commercial lending or private equity, this course gives you the real-world frameworks and industry best practices to start making confident decisions from day one.