2024 Winter Field Exam Level One

March 19 to 21, 2024

Online


Date and Time

March 19-21, 2024
2:00 - 5:00 p.m. ET each day

Description

If you are an Underwriter, Account Executive, Portfolio Manager, Analyst or are considering a career in one of these roles, Field Exam Level One as a foundational curriculum will help you to understand the function of a field exam. In this course, you will learn:

  • The value of a field exam in Asset-Based Lending;
  • How a typical field exam is scoped;
  • The required reports needed to complete a field exam;
  • What is tested in a standard scope;
  • The required work papers for each test;
  • How to plan the field exam;
  • The importance of each test in a standard scope;
  • What we look at within the general ledger and why;
  • Flaws in logic and irregular patterns; and,
  • How to complete an exit interview
     
Field Exam Level One provides you the knowledge to effectively evaluate collateral and reporting of a borrower or prospective borrower. This has proven to be invaluable across every department, regardless of job title.

Instructor

Michael Ginsburg, Director of Field Exams, Cost Reduction Solutions 

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.

Registration

Member Price: $750

Non-Member Price: $1,015

Register


Contact Information

Contact: Denise Castagna

Email: dcastagna@sfnet.com





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