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2020 Spring Field Exam Level Two

March 24 to 26, 2020

Date and Time

March 24th-26th
11:00AM - 1:00PM and 3:00PM - 5:00PM ET

Location

Virtual

Please note: while this course was originally scheduled to be held in person, we have shifted to a virtual format in response to concerns surrounding COVID-19.

Description

Field Exam Level Two is an advanced level course targeted at senior Field Examiners and Managers to allow them to do better macro analysis of existing relationships and assist in the underwriting of prospective borrowers.

The course revisits the review of pledged collateral performance metrics, focusing on vertical and horizontal analyses over comparable periods. The course also focuses on the borrower's liquidity and the role the pledged assets provide in the process and seeks to eliminate those "non-performing assets" in the equation.

Finally, the Advanced course focuses on Quality of Assets and Earnings to provide an honest assessment of the borrower's liquidity. The course will teach how to create availability projections along with in-depth break even sales analyses, earnings before interest, taxes, depreciation and amortization ("EBITDA") and debt service coverage ratios ("DESCR") to determine where a borrower stands financially, and its possibility of continued success or failure.

We strongly recommend completing Field Exam Level One before attending this course.

Instructor

Donald Clarke, President, Asset Based Lending Consultants
Foster Fegarsky, ABL Field Examination Manager, TD Bank
Scott Mitchell, Managing Director, RedRidge Diligence Services

Pricing

Members: $695
Non-Members: $945

Sending multiple people? Contact Jeff Walsh for a group discount.

Refund/Cancellation Policy

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.

CPE/CLE

SFNet 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