2020 Winter Business Development Level One

February 19, 2020 2:00 PM to 3:30 PM

Date and Time

February 19, 2020
2:00PM - 3:30PM ET




Receive a 25% discount on the Level Two course when you register for both levels at the same time. Click here for details on the Level Two class and contact nwalls@sfnet.com for further information.

Learn the secrets to new business development in Business Development Level One. Participants will have the chance to join in on a roundtable discussion about successful new business development with three ABL new business veterans. This 90-minute virtual course will cover:
  • Target Market identification
  • Direct calling
    • Market research
    • Data management
  • Building a referral network
  • Marketing
    • Web presence
    • Pitchbooks
  • Advocating for a prospect
    • Knowledge of credit
    • Loan structuring

Participants should have at least one year of ABL experience.

Course Objectives

Attendees will learn to...
- identify specific targets for prospecting
- network effectively in around the target market to increase referrals of prospects
- Drive the process of new business development within an organization, serving as a champion for new transactions and collaborating with those with approval authority
- Establish clear and consistent identify marketing, developing your organization's brand and communication to customers about who you are


Joe Accardi, Head of New Business Development, ABL Division, People's United Bank
Dan Stella, Senior Vice President, Bank of America Business Capital

Bill Benning, Senior Vice President, First Tennessee Bank


Members: $175
Non-Members: $275

Refund/Cancellation Policy

The Secured Finance Network reserves the right to cancel any program due to insufficient enrollment.

We recognize that plans can change due to business priorities, and we will work with you to find another workshop date that better suits your schedule. In order to receive a refund, you must submit written notification no less than five business days prior to the program start date.


SFNet is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org


Member Price: $175

Non-Member Price: $275


Upcoming SFNet Education Courses

  • Workouts & Bankruptcy
  • Business Development Level One
  • Loan Documentation
  • On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy 
Learn More & Register