2024 Winter Loan Documentation

January 16 to 18, 2024


Date and Time

January 16-18, 2024
2:00 - 5:00 p.m. ET each day


Loan Documentation is a comprehensive study of the asset-based loan documentation process, from the initial proposal to loan documentation, and all points in between. This curriculum spends a significant amount of time discussing the due diligence process and dissects, in detail, the typical sections of a loan and security agreement. Participants will understand the importance and significance of all primary and ancillary documents and gain confidence in discussing their contents with a prospect.

This curriculum is suitable for anyone responsible for directly or indirectly managing risk. 

Attendees are eligible for 14 CPE credits.


Kevin O'Malley, Partner Finance, Blank Rome LLP
Shadi Jahangir, Partner Finance, Blank Rome LLP

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.


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



Member Price: $750

Non-Member Price: $1,015


Contact Information

Contact: Denise Castagna

Email: dcastagna@sfnet.com

Upcoming SFNet Education Courses

  • Workouts & Bankruptcy
  • Business Development Level One
  • Loan Documentation
  • On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy 
Learn More & Register