2020 Fall Account Management Level One

September 22 - 24, 2020

Date and Time

September 22nd-24th, 2:00PM - 3:30PM ET 




New relationship managers need a solid foundation to effectively manage secured credit facilities of all sizes. Account Management Level One will cover a variety of topics specifically related to managing asset-based lending relationships. Effective communication, both external and internal, is stressed.  This workshop will help you develop valuable technical skills to address loan restructures, anticipate credit issues and mitigate risk. You'll also learn the finer points of relationship management, such as negotiating credit provisions and leading a syndicate of lenders.

Course Objectives

Following this course attendees will be able to...
  • Describe the primary responsibilities of relationship managers and the importance of the role within their organization
    • Manage key internal and external relationships, including unique issues in leading a syndicate of lenders
    • Build effective communication skills, both external and internal, and avoid lender liability
  • Respond to the credit implications of a borrower’s request
    • Analyze a borrower’s collateral and financial trends to identify potential credit issues or fraud
  • Negotiate key provisions of a loan restructure
    • Recognize the credit implications of a borrower’s request and know how to respond appropriately
    • Recommend the terms of a loan restructure and negotiate key provisions
  • Respond appropriately to field exam recommendations
    • Understand the various facets of afield exam and how they are gathered and reported
    • Understand the implications of a field exam’s result in the loan agreement


Emily Carroll, SVP Regional Underwriting Manager, PNC Business Credit
Sam O'Donnell, Underwriting Manager-VP, PNC Business Credit
Shadi Enos Jahangir, Partner, Blank Rome LLP

Who should attend

Program Level: Beginners

Relationship managers with 0-4 years of experience in the role, and anyone who is interested in learning more about relationship management. Account executives, loan officers, portfolio managers and others in the asset-based lending industry with day-to-day responsibility for client accounts.

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: $695

Non-Member Price: $945




300 x 250 banner ad


SFNet Summer School Is in Session

  • Operations Level Two, August 11-13
  • Business Development Level One, Aug 26
  • Workout & Bankruptcy, On Demand
Learn More & Register