2023 Summer Field Exam Level One

June 7 to 9, 2023

Online


Date and Time

June 7th - 9th
1:30pm - 5:00pm ET each day

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.

This is a foundational program recommended for field examiners, relationship managers, underwriters, lenders and new business personnel.

Attendees are eligible for 14 CPE credits.
 

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

Instructors

Vince Mancuso, VP, Business Development Officer, Goodman Capital Finance

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

The Secured Finance Network 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

Sending four or more people? Contact Alexis Turner for a group discount.

Member Price: $750

Non-Member Price: $1015

Register


Contact Information

Contact: Alexis Turner

Email: aturner@sfnet.com





Upcoming Professional Development Courses

  • Intro to ABL
  • Factoring Documentation
  • ABL Loan Documentation
  • On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy 
Learn More

 
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