2023 Fall ABL Portfolio Management Level One

October 10 to 13, 2023

Online


Date and Time

October 10-13
2:00 - 5:00 p.m. ET each day

Description

New portfolio management team members need a solid foundation to effectively manage asset-based loans of all sizes. ABL Portfolio Management Level One will cover a variety of topics specifically related to portfolio and risk management responsibilities.

The curriculum offers a systematic overview of collateral eligibility and monitoring, as well as effective borrowing base reconciliation techniques. This interactive curriculum also helps identify portfolio and client management red flags and how to handle them.

After attending this course, participants will be able to:

  • Describe the primary responsibilities of portfolio management team members.
  • Analyze a borrower’s collateral and financial trends to identify potential issues.
  • Recognize the credit implications of a borrower’s request and know how to respond appropriately.
  • Understand the importance of financial covenants and credit enhancements. 
  • Interpret and respond appropriately to loan modification requests.

Attendees are eligible for 14 CPE credits.

Instructor

Tina Capobianco, Senior VP, Operations, J D Factors LLC
Vince Mancuso, Managing Director, Strategy, Garrington Capital

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

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
NASBA_CPERegistry_logo_blue

Registration

Member Price: $750

Non-Member Price: $1,015

Register


Contact Information

Contact: Denise Castagna

Email: dcastanga@sfnet.com





Upcoming Professional Development Courses

  • Financial Statements Level One
  • Underwriting Level Two
  • Portfolio Management Level One
  • On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy 
Learn More

 
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