2023 Spring Account Management Level Two

June 27 to 29, 2023


Date and Time

June 27-29
3:00pm - 5:00pm ET each day


Account Management Level Two is a comprehensive course designed to assist the Account Manager in navigating complex issues pertaining to borrowers in asset based lending, especially in a difficult economic climate. Using a series of case studies, the instructor will walk participants through multidoc deals, including split lien, unitranche, and 1st/2nd lien deals, highlighting key considerations for each. Participants will also learn to understand atypical collateral, handle problem loans, and comprehend legal implications in multidoc loans.

Attendees are eligible for 6 CPE credits.

Course objectives

  • Discussion of effective management tools (collateral considerations)
    • The support structure available to the Account Manager/RM

    • Implications of the current pandemic crisis, especially as it impacts common borrowers for ABL lenders, and what an account manager should expect and do

  • Overview of multidoc deals and pandemic considerations
    • Implications of the current pandemic crisis, especially as it impacts common borrowers for ABL lenders, and what an account manager should expect and do.

    • Understanding atypical collateral and enterprise value lending in a Multidoc deal along with financing gaps

  • Structural and legal details of various Multidoc deals, including unitranche, split lien, and 1st and 2nd lien deals
    • Key considerations at origination and closing of Multidoc deals and the positives and downsides of each, as well as legal nuances and practical management tips

    • Understanding complexity of deals such as Acquisitions; Taking debt private; Dividend recapitalization and other factors.

  • The intercreditor agreement and complex structures arising from non-traditional assets (EV lending)
    • Agreement among lender (AAL) about setting basis points and other differences from various lender perspectives.

Who should attend

Recommended for account executives, relationship managers, loan officers, portfolio managers and others in the asset-based lending industry with day-to-day responsibility for client accounts.

Participants should have from two to five years of account management experience. 


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.


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


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

Member Price: $960

Non-Member Price: $1225


Contact Information

Contact: Alexis Turner

Email: aturner@sfnet.com



Upcoming SFNet Education Courses

  • Field Exam Level One
  • Operations Level Two
  • Account Management Level Two
  • On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy 
Learn More & Register