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2021 Winter Field Exam Level One

March 9 to 11, 2021

Online

Program Times

March 9-11
11:00 AM-1:00PM and 3:00PM-5:00PM ET each day

Please note this class is now full. To register for the next available session, please email nwalls@sfnet.com.

Description

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

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

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

Instructor

Scott Mitchell, Managing Director, RedRidge Diligence Services
Justin Fahlfeder, Field Examiner, PNC Business Credit

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

Who Should Attend?

Program level: Basic
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