2020 Spring Account Management Level Two
May 19 - 20, 2020
Date and Time
8:30AM - 5:00 PM ET
Account Management Level Two is designed to assist the Account Manager in navigating complex issues pertaining to borrowers in asset based lending especially in a difficult economic climate. Topics such as analyzing key financial and collateral data and indices and using those as effective management tools will be discussed. The importance of interfacing and providing leadership with and to the Account Manager’s support structure will be discussed. In addition, exit planning strategies in difficult situations are discussed thus reducing loan losses will be emphasized.
Sending multiple people? Contact Jeff Walsh for a group discount.
Who should attend
Recommended for account executives, relationship managers, loan officers, portfolio managers and others in the asset-based lending industry with day-to-day responsibility for client accounts.
Participants should have from two to five years of account management experience.
Refund / Cancellation Policy
The Commercial Finance Association 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.
CPE / CLE
Commercial Finance Association 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: $845
Non-Member Price: $1195Register