2024 Summer Underwriting Level 2

August 20 to 22, 2024


Date and Time

August 20-22, 2024
3:00 p.m. - 5:00 p.m. ET each day


Underwriting Level 2 explores three case studies individually. An emphasis is placed on identifying strengths and weaknesses of each, along with determining, through class participation, any structural changes that could have been addressed in underwriting to better manage the risks within each case. Participants will also explore ways each credit may have been managed ineffectively and discuss what protocols could have been put in place to contain any potential exposure. Through post-mortem review of these three case studies, participants can strengthen their approach to borrower and collateral pitfalls and more quickly identify patterns found in problem accounts to more proactively manage their risk.  

We recommended that participants first complete Underwriting Level 1 before moving on to this curriculum.


Discuss case studies of problem loans and how structural and other elements could protect lenders
Build effective skills in identifying weaknesses in the underwriting process
Learn about key topics that commonly arise in more complex transactions, which could include: in-transit lending, e-tailing, current lien issues across multiple industries, split lien transactions, and pitfalls to be aware of by industry
Learn to better identify challenges and areas of focus in new loan underwritings based on various topics
Who should attend?
Program level: Advanced
Underwriters with 2+ years of experience in commercial lending or private equity investing.


Mignon Winston, VP Underwriting, Great Rock CapitalUnderwriting is far more than gathering data and calculating ratios. Underwriters need to make judgments about how to manage risk, and these are best when based in experience and when incorporating industry standards and best practices. Underwriting Level 1 will help participants in setting up lending parameters on prospective deals by managing and mitigating known and perceived risks more effectively. Learn how industry leaders think through credit issues and manage risk.

What participants will learn:

• A thorough and systematic overview of the key aspects of ABL underwriting;
• How to deepen awareness and understanding of assessing risks; 
• How to develop deeper questioning skills to identify inconsistencies and potential fraud; and, 
• How to develop a stronger ability to propose strategies to minimize the key risks for that client and report effectively to a credit committee.

Mignon Winston, VP Underwriting, Great Rock Capital

This event is eligible for SFNet's Continuing Education (CEU) credits in order to maintain a Secured Finance Certified Professional (SFCP) certificate. SFCP s are expected to remain active in the industry and to complete at least 18 units of continuing education ("CEUs") for each 2-year reporting period. To learn more about SFNet's Secured Finance Certified Professional Program click here and start your journey of becoming a certified CSFP today.

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.


Member Price: $960

Non-Member Price: $1,225


Contact Information

Contact: Denise Castagna

Email: dcastagna@sfnet.com

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