2020 Fall Underwriting Level Two

September 22 to 24, 2020

September 22nd-24th
12:00PM - 1:30PM ET each day

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

Learn from case studies of real deals gone wrong. The cases in Underwriting Level Two will take a look at the assumptions at the beginning of the deal, including over-looked due diligence items, to the evolvement of the deal through loan work-out, which resulted in losses for the lender and shareholders. Take away invaluable lessons learned to make better credit decisions in the future. 

Attendees will....

• Discuss case studies of problem loans and how structural and other elements    could protect lenders
• Build effective skills in identifying weaknesses in the underwriting process
• Learn about key topics that commonly arise in more complex
  transactions, which could include: in-transit lending, e-tailing, current lien issues across multiple industries, split lien transactions, and pitfalls to be aware of by industry
• Learn to better identify challenges and areas of focus in new loan underwritings based on various topics
  

Instructors

Sanat Amladi, Regional Underwriting Manager, Wells Fargo Capital Finance
Anthony Lavinio, Underwriting Director, Siena Lending Group

Program level: Advanced

Underwriters with 2+ years of experience in commercial lending or private equity investing.

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.

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

Registration

Member Price: $695

Non-Member Price: $945