2022 Spring Introduction to ABL

May 10 to 12, 2022

Date and Time

May 10th-12th
2:00PM - 4:00PM each day

Please register at your earliest convenience. Registrations received within 7 days of the class start date will be subject to a 10% late fee (late fee begins May 3rd).

Description

Our introductory ABL workshop is designed to give you a full overview of the ABL industry. Instructors explore the sales process including understanding the borrower's business needs, determining the advance, financial analysis and due diligence, and working with the prospect through this process. If you have pieced together your learning on-the-job or are just starting out, this workshop will provide the systematic foundation you need to succeed.
This session of the course will also include a discussion of the current environment and the impact of COVID-19 on the industry

We recommend anyone early in their career take this course before moving onto the intermediate and advanced courses offered in operations, underwriting, account management, field exam, and business development.

Course Objectives
- Explain all intricacies and nuances of Asset-Based Lending, enabling attendees to properly identify potential ABL transactions

- Attendees will understand the life cycle of an ABL deal and functional roles and responsibilities and work and fund flow

- Discuss the nuances of AR Lending, Factoring (recourse/non-recourse), AR & Inventory Lending, Purchase Order Finance

- Attendees will understand asset turns with respect to Inventory & AR

Attendees are eligible for 7 CPE credits.

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

Instructors

Daniel Roman, Senior Field Analyst, Asset Based Lending Consultants
Jan Tammen, SVP-National Recurring Field Exam Manager, PNC Business Credit
with an introductory statement by Don Clarke, President, Asset Based Lending Consultants

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.

CPE/CLE

The Secured Finance Network 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