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2025 Summer Factoring Portfolio Management

June 17 to 19, 2025

Online

Date and Time

June 17-19, 2025
Online
2:00 - 5:00 p.m. ET each day

Description

New portfolio management team members need a solid foundation to effectively manage factoring facilities. Factoring Portfolio Management will cover a comprehensive list of topics specifically related to portfolio and risk management responsibilities.

The curriculum offers a systematic overview of A/R eligibility and verification, as well as effective debtor credit analysis skills, that are consistent with industry best practices. This. Interactive curriculum also helps identify 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 client’s A/R to identify potential issues.
Recognize the implications of a client’s request and know how to respond appropriately.
Understand the importance of verification, notification and dominion of cash; and,
Interpret different industry nuances relative to A/R.

Instructors

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

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.