2024 Fall Factoring Underwriting Level 1

November 19 to 21, 2024

Date and Time

November 19-21, 2024
Online
2:00 - 5:00 p.m. ET each day

Description

Underwriting is far more than gathering data and reviewing invoices. Factoring underwriters need to make judgments about how to manage collateral risk, debtor risk and client operational risk, and these are best when based in experience and when incorporating industry standards and best practices.

Factoring Underwriting will help participants better establish eligibility parameters on prospective deals by managing and mitigating known and perceived risks more effectively. Learn how industry leaders think through credit issues and manage risk, by studying:

• A thorough and systematic overview of the key aspects of Factoring underwriting;
• Taking control of the underwriting process and managing the expectations of both prospects and internal customers like the sales team;

• How to deepen awareness and understanding of accounts receivable and relevant support;
• How to develop deeper analytical skills to identify inconsistencies and potential problems;
• How to develop a stronger ability to propose strategies to minimize the key risks for a Prospect or Client; and,
• Report effectively to decision makers.

 

Instructors

Tina Capobianco, Senior VP, Operations, J D Factors LLC

This event is eligible for SFNet's Continuing Education (CEU) credits in order to maintain a Secured Finance Certified Professional (SFCP) certificate. SFCP s are expected to remain active in the industry and to complete at least 18 units of continuing education ("CEUs") for each 2-year reporting period. To learn more about SFNet's Secured Finance Certified Professional Program click here and start your journey of becoming a certified CSFP today.

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.

Registration

Member Price: $750

Non-Member Price: $1,015

Register