Full Year Course Calendar

Welcome to SFNet's Education Focus 20/20, supported by the Secured Finance Foundation. We have reshaped both course content and delivery to better serve the needs of our members and our industry.

Our courses serve a wide range of constituents. Some workshops are tailored to professionals just starting their career or moving into a new discipline. Others focus on expertise in advanced areas of practice. With this initiative, our curriculum provides a clear path for professional development, offering multilevel workshops in each of the following key industry areas: operations, underwriting, account management, business development, and field exam. We’re also offering a new leadership development program, tailor-made for our members. In all subject areas, SFNet is proud to present a teaching faculty made up of industry leaders with a passion for sharing their knowledge and experience. 

We welcome you to explore our calendar and start planning your workshop schedule today.

  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Spring Financial Statements Level 1
    May 14 to 16, 2024
    Online
    Our Financial Statements Level 1 curriculum provides participants with insight and knowledge to aid in effectively analyzing financial statements and testing key financial ratios against standardized benchmarks.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Spring Underwriting Level 2
    May 21 to 23, 2024
    This is an advanced level program that is heavy on interaction and participation. It is geared toward participants with 2+ years of experience in risk or collateral management. We strongly recommend completing ABL Underwriting Level 1 before participating in this curriculum.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Factoring Underwriting
    June 4 to 6, 2024
    Online
    Whether considering a career in Underwriting or seeking to expand your knowledge in collateral and risk management, Factoring Underwriting is an excellent curriculum to strengthen one’s skillset.
  • SFNet Icon for web Impactful Leadership for High Potentials
    June 11 to 12, 2024
    New York, NY
    The Secured Finance Foundation, in partnership with NYU Stern Executive Education, is offering a multi-faceted learning experience taught by NYU faculty coupled with real-world secured finance applications.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer ABL Portfolio Management Level 1
    June 17 to 20, 2024
    ABL Portfolio Management Level 1 is open to participants of all experiences who are interested in understanding the fundamentals of collateral and relationship management.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Introduction to Asset Based Lending
    June 24 to 26, 2024
    Our Introduction to Asset Based Lending curriculum provides participants a broad overview of the ABL industry, touching all key fundamental aspects of all roles responsible for sourcing, underwriting and managing a profitable loan.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Factoring Documentation
    July 9 to 11, 2024
    Factoring Documentation is recommended for more tenured industry members who seek to better understand the typical contractual expectations and requirements for both the factor and the seller/client.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer ABL Loan Documentation
    July 15 to 17, 2024
    Online
    ABL Loan Documentation is suitable for anyone responsible for directly or indirectly managing risk and interested in how relationships are properly memorialized and governed.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Factoring Level 1
    July 16 to 18, 2024
    Online
    Our Factoring Level One curriculum is designed to give you a full overview of factoring as a source of working capital financing.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Financial Statement Level One
    July 23 to 25, 2024
    Online
    Our Financial Statement Analysis Level One curriculum provides participants with insight and knowledge to aid in effectively analyzing financial statements and testing key financial ratios against standardized benchmarks.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Underwriting Level 1
    August 6 to 8, 2024
    Online
    Whether considering a career in Underwriting or seeking to expand your knowledge in collateral and risk management, ABL Underwriting Level 1 is an excellent curriculum to strengthen one’s skillset.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Business Development Level 1
    August 13 to 15, 2024
    This course is an excellent introduction into the origination process and is open to industry newcomers and veterans of all skillsets who are interested in learning more about sourcing and closing new business, using methods that are considered best practices.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Underwriting Level 2
    August 20 to 22, 2024
    Online
    Our Underwriting Level 2 curriculum offers a real-world look into multiple borrower relationships that ended in losses through multiple interactive case studies.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Introduction to Asset Based Lending
    August 20 to 22, 2024
    Online
    Our Introduction to Asset Based Lending curriculum provides participants a broad overview of the ABL industry, touching all key fundamental aspects of all roles responsible for sourcing, underwriting and managing a profitable loan.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Field Exam Level 1
    September 10 to 12, 2024
    Online
    Field Exam Level 1 is the curriculum to gain knowledge needed to effectively evaluate collateral and reporting of a borrower or prospective borrower. It has proven to be invaluable across every department, regardless of job title.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Factoring Portfolio Management
    September 10 to 12, 2024
    Factoring Portfolio Management is open to participants of all experiences who are interested in understanding the fundamentals of managing factoring relationships.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Fall Portfolio Management Level 2
    September 24 to 26, 2024
    Online
    Our ABL Portfolio Management Level Two curriculum is designed to take participants of our Level 1 curriculum deeper into the documentation that supports the underlying credits they may be managing.

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