Home > Events & Webinars > Event Detail

2025 Spring ABL Underwriting Level 2

May 6 to 8, 2025

Online

Date and Time

May 6-8, 2025
Online
3:00 p.m. - 5:00 p.m. ET each day

Step into a case study of underwriting a complicated ABL deal, initially working from the Business Development Officer’s Screening Memo to uncover the critical due diligence steps needed to underwrite the transaction fully, then gleaning the appropriate underwriting issues from the following information sources:

Borrower site visit
Background investigations on ownership/senior management
Financial statement analysis
Field exam
Industry Analysis
Appraisals on Inventory, Equipment, and Real Estate

We will not “write” the underwriting approval memo during this course. Rather, we will discern the multiple underwriting issues that emanate from each of the information sources listed above and discuss how and when to convey these issues to the Lender’s Senior Management/Investment Committee.

This program is geared towards participants with 3+ years in underwriting/portfolio management/risk management in secured lending. Participants should have either taken Underwriting Level I or have a solid underpinning in credit analysis/underwriting in secured lending.

Active “on-camera” participation is required for this highly interactive course.

Instructor

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.