2026 Summer Factoring Portfolio Management
August 19 to 20, 2026
Description
New portfolio management team members need a solid foundation to effectively manage factoring facilities. Factoring Portfolio Management covers a comprehensive range of topics specifically related to portfolio and risk management responsibilities. This course provides a systematic overview of A/R eligibility and verification, debtor credit analysis, and red flag identification, all grounded in industry best practices.
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.
Eligible as a part of the 4 class Factoring Series registration. Member price $500 per class or $2000 for series, Non-Member price $600 per class or $2,400 for series. If interested, please contact Denise Castagna at dcastagna@sfnet.com.
Instructor
Tina Capobianco, Senior VP, Operations, J D Factors LLC
This event is eligible for SFNet's Continuing Education (CEU) credits in order to maintain a Secured Finance Certified Professional (SFCP) certificate. SFCPs must remain active in the industry and 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.
Registration
Member Price: $650
Non-Member Price: $750
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