The Advanced Collateral Control Virtual Workshop is a four-day virtual program covering every aspect of collateral monitoring, operations management and loan administration.
Participants discuss a variety of topics, including trend analysis, cash analysis, debtor concentrations, risk analysis, documentation, fraud detection and many others. The goal of the program is to promote sound practices in operations management.
Program Fee
$595.00 Members
$895.00 Non-Members
Program Times
Tuesday, Nov 29 2:00 p.m. – 3:30 p.m. EST
Wednesday, Nov 30 2:00 p.m. – 3:30 p.m. EST
Thursday, Dec 1 2:00 p.m. - 3:30 p.m EST
Friday, Dec 2 2:00 p.m. - 3:30 p.m.EST
Instructor
Michael Boeheim, Freed Maxick ABL Services
Rosie O'Brien, Freed Maxick ABL Services
Sheri Fenenbock, Wells Fargo Capital Finance
Alex Sutton, Gordon Brothers
Curriculum
Key terminology
Calculating Ineligibles
Dilution & advance rates
Red flags and problem loans
Financial spreadsheet analysis techniques
Risk factors in various types of collateral
Cash analysis and accounts
Debtor concentrations & verification
Documentation, UCC and insurance
Fraud prevention and detection
Role of loan administrator in supporting field examinations
Communication skills
For more information, click here.
Who Should Attend
Program Level: Intermediate/Advanced
Operations, collateral analysts and management and loan administration personnel with a minimum of 12 months of experience. Also underwriters and relationship managers with collateral knowledge.
Refund / Cancellation Policy
The Commercial Finance Association reserves the right to cancel any program due to insufficient enrollment.
All cancellations must be received in writing and are subject to a 20% processing fee. No refunds will be made for cancellations received within 3 business days of the scheduled start of the program.
CPE / CLE
Recommended CPE Credits:
Commercial Finance Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
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