The Account Management Workshop is a comprehensive three-day program covering a variety of issues and topics specifically related to managing asset-based lending relationships. Effective communication, both external and internal, is stressed. Subjects include the account manager's role within a lending organization; due diligence; loan documentation; risk assessment and management; monitoring and managing cash and collateral; relationship management; participations and problem loans. By enhancing their awareness of all pertinent information regarding loan performance and client activity, participants are better prepared to make prudent lending decisions.

Account executives, relationship managers, loan officers, portfolio managers and others in the asset-based lending industry with day-to-day responsibility for client accounts. Participants should have from six months to two years of account management experience.