2021 Spring Account Management Level One

May 18 to 20, 2021

Date and Time

May 18th-20th, 2:00PM - 3:30PM ET 

Please register at your earliest convenience. Registrations received within 7 days of the class start date will be subject to a 10% late fee (late fee will begin May 11th).

Description

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.

Instructors:
Emily Carroll, SVP, Regional Underwriting Manager, PNC Business Credit
Sam O'Donnell, Regional Underwriting Manager and SVP, PNC Business Credit

Curriculum

After attending this course, participants will be able to:

• Describe the primary responsibilities of relationship managers and the importance of the role within their organization
• Analyze a borrower’s collateral and financial trends to identify potential credit issues or fraud
• 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
• Manage key internal and external relationships, including unique issues in leading a syndicate of lenders
• Avoid lender liability
  

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.

Sending multiple people? Contact Jeff Walsh for a group discount.

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

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