2023 Fall Underwriting Level Two

October 17 to 19, 2023

Date and Time

October 17-19
3:00 p.m. - 5:00 p.m. ET each day

Description

Underwriting Level 2 explores three case studies individually. An emphasis is placed on identifying strengths and weaknesses of each, along with determining, through class participation, any structural changes that could have been addressed in underwriting to better manage the risks within each case. Participants will also explore ways each credit may have been managed ineffectively and discuss what protocols could have been put in place to contain any potential exposure. Through post-mortem review of these three case studies, participants can strengthen their approach to borrower and collateral pitfalls and more quickly identify patterns found in problem accounts to more proactively manage their risk.  

We recommended that participants first complete Underwriting Level One before moving on to this curriculum.

Attendees are eligible for 6 CPE credits.

Curriculum

• 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
  

Who should attend?

Program level: Advanced
Underwriters with 2+ years of experience in commercial lending or private equity investing.

Instructor

Mignon Winston, VP Underwriting, Great Rock Capital

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

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: $960

Non-Member Price: $1,225

Register