2020 Summer Field Exam Level One

July 7 - 9, 2020

Online


Date & Time

July 7th-9th
11:00AM - 1:00PM ET & 3:00PM - 5:00PM ET

Please note: while this course was originally intended to be held in-person, it is moving to a virtual format due to COVID-19 concerns. The virtual course will be held in 2 daily sessions for 3 days. Recordings of each session will be available for all participants afterwards.

Meet the Instructors

 


 

Description

If you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry, you want:

  1. To know how to transition to an ABL lending environment or transition within the various ABL disciplines
  2. To understand the collateral pledged to your loan
  3. To evaluate the pitfalls of lending on various types of AR and Inventory across various industries
  4. To interpret and assess what is on the field exam report
  5. To develop your field exam knowledge

Field Exam Level One is where you will gain the knowledge you need to excel.

Curriculum

  • Financial statements / records / electronic data
  • Purpose of exams and role of the Examiner
  • Accounts Receivable systems, methodologies and ineligibles
  • Cash cycles, types of account and testing
  • Inventory cycles, valuation and ineligibles
  • Valuing, appraising and securing fixed assets
  • Liabilities and exposure on accounts payable
  • Fraud and how to detect and respond
  • Examination efficiencies
  • Report writing



Instructor

Donald Clarke, President, Asset Based Lending Consultants, Inc.
Jan Tammen, SVP – National Recurring Field Exam Manager, PNC Business Credit


Who Should Attend?

Program level: Foundational
Field examiners, relationship managers, underwriters, lenders and new business personnel.

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.

CPE / CLE

Recommended CPE Credits: 24

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

Registration

Member Price: $695

Non-Member Price: $945

Register




 

 

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SFNet Summer School Is in Session

  • Operations Level Two, July 28-30
  • Business Development Level One, Aug 26
  • Workout & Bankruptcy, On Demand
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