2024 Summer Factoring Portfolio Management

September 10 to 12, 2024

Date and Time

September 10-12, 2024
2:00 p.m. - 5:00 p.m. ET each day


New portfolio management team members need a solid foundation to effectively manage factoring facilities. Factoring Portfolio Management will cover a comprehensive list of topics specifically related to portfolio and risk management responsibilities. 

The curriculum offers a systematic overview of A/R eligibility and verification, as well as effective debtor credit analysis skills, that are consistent with industry best practices.  This. Interactive curriculum also helps identify 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 client’s A/R to identify potential issues.
  • Recognize the implications of a client’s request and know how to respond appropriately.
  • Understand the importance of verification, notification and dominion of cash; and,
  • Interpret different industry nuances relative to A/R.


Tina Capobianco, Senior VP, Operations, J D Factors LLC

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: $750

Non-Member Price: $1,015


Contact Information

Contact: Denise Castagna

Cell Number: 917-881-2565

Email: dcastagna@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