Home > Events > Event Detail

2025 Winter ABL Portfolio Management Level 1

March 26 to 28, 2025

Online

Date and Time

March 26-28, 2025
2:00 p.m. - 5:00 p.m. ET each day

Description

New portfolio management team members need a solid foundation to effectively manage asset-based loans of all sizes. ABL Portfolio Management Level 1 covers a comprehensive list of topics specifically related to portfolio and risk management responsibilities.

The course offers a systematic overview of collateral eligibility and monitoring, as well as effective borrowing base reconciliation techniques, that are consistent with industry best practices. This interactive curriculum also helps identify portfolio and client management red flags and how to handle them.

After attending this course, participants will be able to:

Describe the primary responsibilities of portfolio management team members;
Analyze a borrower’s collateral and financial trends to identify potential issues and recommend structures and advance rates;
Recognize the credit implications of a borrower’s request and know how to respond appropriately;
Understand the importance of financial covenants and credit enhancements; and,

Interpret and respond appropriately to loan modification requests.

Instructor
Vince Mancuso, Haversine Capital

CSFP-bagde

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.