2026 Summer Factoring Portfolio Management

August 19 to 20, 2026

Date and Time

August 19-20, 2026
2:00 p.m. - 5:00 p.m. ET each day

Description

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.

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

 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. 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.

Registration

Member Price: $650

Non-Member Price: $750

Register