2023 Winter Underwriting Level Two

February 7 to 9, 2023

Date and Time

February 7th - 9th
3:00PM - 5:00PM each day


Learn from case studies of real deals gone wrong. The cases in Underwriting Level Two will take a look at the assumptions at the beginning of the deal, including overlooked due diligence items, to the evolvement of the deal through loan work-out, which resulted in losses for the lender and shareholders. Take away invaluable lessons learned to make better credit decisions in the future. In addition, examine current trends in the changing retail industry, and how to structure around some of the pitfalls when lending to retailers.

Attendees will....

  • Discuss case studies of problem loans and how structural and other elements    could protect lenders
  • Build effective skills in identifying weaknesses in the underwriting process
  • Learn about key topics that commonly arise in more complex
    transactions, which could include: in-transit lending, e-tailing, current lien issues across multiple industries, split lien transactions, and pitfalls to be aware of by industry
  • Learn to better identify challenges and areas of focus in new loan underwritings based on various topics

Attendees are eligible for 6 CPE credits.

Who Should Attend?

Program level: Advanced

Underwriters with 2+ years of experience in commercial lending or private equity investing.



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: $960

Non-Member Price: $1225








Upcoming SFNet Education Courses

  • Financial Statements
  • Underwriting Level Two
  • Field Exam Level Two
  • On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy 
Learn More & Register