Webinar, “The importance of a Dynamic Credit Policy”
May 29, 2024 3:00 PM to 4:15 PM (Eastern Daylight Time)
Online
This webinar will address:
- Why a dynamic credit policy crucial is for factoring and ABL companies (e.g., defined risk box, collateral types, dual controls, etc.)
- How factoring and ABL companies can balance the need for growth with maintaining sound credit practices (sales vs. credit)
- Key components in a credit policy (e.g., structuring deals and limits, approvals, risk ratings, financial and collateral analysis, and more)
- How technology can be leveraged to streamline credit policy implementation and monitoring
- Compliance and reporting requirements that are essential for factoring companies to consider (e.g., monitoring, follow-through, regulatory concerns, etc.)
- Best practices within a lending platform for credit policy implementation
- Red flags associated with a weak credit policy from a lender’s and/or investor’s standpoint
Moderator:
Gen Merritt-Parikh, president, Haversine Funding
Panelists:
Harley J. Gorter, Vice President, Business Development, First Horizon Bank
Tim Stute, Managing Director, Head of Specialty Finance, Hovde Group
Aharon Tarnavsky, Managing Director, Head of Originations – Commercial Vertical, Encina Lender Finance
Thank you to our webinar sponsors
Registration
Member pricing applies to employees of SFNet member organizations.
Member Price: $0
Non-Member Price: $95
Register
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