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.
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2020 Summer Operations Level Two
August 18 - 20, 2020onlineA comprehensive three-day program covering every aspect of collateral monitoring, operations management and loan administration. -
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2020 Impactful Leadership for Secured Finance Professionals
August 31 - September 2, 2020Live onlineIn this 2 ½ day interactive online workshop, Ann M. Butera, CRP, Founder and President of The Whole Person Project, Inc., will help you understand your preferred leadership style and provide insight into successfully influencing outcomes. -
2020 Summer Business Development Level One– Business Development in the New Environment
September 10, 2020 2:00 PM - 3:30 PM (Eastern Daylight Time)Join in on a roundtable discussion about successful new business development with three ABL new business veterans.
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2020 Fall Introduction to ABL
September 15 - 17, 2020OnlineOur introductory ABL workshop is designed to give you a full overview of the ABL industry.
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2020 Fall Account Management Level One
September 22 - 24, 2020Learn valuable technical skills to address loan restructures, anticipate credit issues and mitigate risk.
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2020 Fall Underwriting Level Two
September 29 - October 1, 2020OnlineLearn from case studies of real deals gone wrong. -
2020 Fall Operations Level One
October 27 - 29, 2020The Operations Level One Workshop focuses on the daily duties of the Operations Specialist and how to glean important data from information submitted by the borrower. The extrapolation and analysis of key indices will be taught to the analysts so that emerging situations can be effectively analyzed and risks properly managed.
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2020 Fall Field Exam Level Two
November 16 - 18, 2020OnlineThe Field Examiner Level Two Workshop is a "big-picture" program conducted for field examination managers and senior examiners/auditors. -
2020 Winter Business Development Level Two
December 2, 2020 2:00 PM - 3:30 PM (Eastern Standard Time)Business Development Level Two offers attendees a chance to learn from experts in the field about identifying new business opportunities, building relationships, and overcoming roadblocks along the way.
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2020 Winter Underwriting Level One
December 8 - 10, 2020The 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.
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2021 Winter Account Management Level Two
January 19 - 21, 2021OnlineThe Account Management Level Two Workshop is designed to assist the Account Manager in navigating complex issues pertaining to borrowers in asset based lending especially in a difficult economic climate.
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2021 Winter Introduction to ABL
January 26 - 28, 2021Our introductory ABL workshop is designed to give you a full overview of the ABL industry.
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2021 Winter Operations Level Two
February 9 - 10, 2021A comprehensive three-day program covering every aspect of collateral monitoring, operations management and loan administration.
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2021 Winter Underwriting Level Two
February 23 - 24, 2021Los Angeles, CALearn from case studies of real deals gone wrong.
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2021 Spring Field Exam Level One
March 9 - 11, 2021Chicago, ILIf you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry... -
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2021 Spring Business Development Level One
April 7, 2021 2:00 PM - 3:30 PM (Eastern Daylight Time)Join in on a roundtable discussion about successful new business development with three ABL new business veterans. -
2021 Spring Introduction to ABL
May 4 - 5, 2021Our introductory ABL workshop is designed to give you a full overview of the ABL industry.
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2021 Spring Account Management Level One
May 18 - 20, 2021Learn valuable technical skills to address loan restructures, anticipate credit issues and mitigate risk. -
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2021 Summer Underwriting Level One
June 8 - 10, 2021The 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. -
2021 Summer Level One Operations
June 22 - 24, 2021The Operations Intermediate Workshop focuses on the daily duties of the Operations Specialist and how to glean important data from information submitted by the borrower. The extrapolation and analysis of key indices will be taught to the analysts so that emerging situations can be effectively analyzed and risks properly managed.
