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2023 Summer Field Exam Level One

June 7 to 9, 2023

Online

Date and Time

June 7th - 9th
1:30pm - 5:00pm ET each day

Description

If you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry, you want:

To know how to transition to an ABL lending environment or transition within the various ABL disciplines
To understand the collateral pledged to your loan
To evaluate the pitfalls of lending on various types of AR and Inventory across various industries
To interpret and assess what is on the field exam report
To develop your field exam knowledge Field Exam Level One is where you will gain the knowledge you need to excel.

This is a foundational program recommended for field examiners, relationship managers, underwriters, lenders and new business personnel.

Attendees are eligible for 14 CPE credits.

Curriculum

Financial statements / records / electronic data
Purpose of exams and role of the Examiner
Accounts Receivable systems, methodologies and ineligibles
Cash cycles, types of account and testing
Inventory cycles, valuation and ineligibles
Valuing, appraising and securing fixed assets
Liabilities and exposure on accounts payable
Fraud and how to detect and respond
Examination efficiencies
Report writing

Instructors

Vince Mancuso, VP, Business Development Officer, Goodman Capital Finance

Refund/Cancellation Policy

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