Date: May 20 21, 2014
Location: Greenberg Traurig, LLP
The ABL Basics for Underwriters Workshop is a two day course created to help the underwriter hone his/her skills in setting up lending parameters on prospective deals by understanding how all the pieces fit together. A full discussion surrounding the interpretation of data and ratios will be had, and how they should influence how the new loan facility is structured. Drilling down on key data will be taught to get to core values for better interpretation and proper risk assessment.
What will you learn:
- How to drill down and ask the right questions
- How to maintain an ABL perspective when looking at financial statements
- How to minimize loan losses and maximize returns
- How to properly structure an asset-based loan
Accounts receivable analysis, including aging, ineligibles and advance rate structuring
Classification and analysis of inventory including advance rate calculations
Collateral reporting proposals
Lending on fixed assets and types of appraisal
Projections and forecasting
Financial statements spread and review
Balance sheet ratios and analysis
Borrowing base certificate
The program will meet at:
Greenberg Traurig, LLP
3333 Piedmont Rd NE
Atlanta, GA 30305
Tuesday May 20: 8:30 a.m. – 5:00 p.m.
Wednesday May 21: 8:30 a.m. – 1:00 p.m.
Continental breakfast will be served each day beginning at 8:30. The program will begin at 9:00am. Lunch will also be provided each day.
Program Level: Basic
Recommended for: Any individual involved in underwriting and new business loans.
Don Clarke, Asset Based Lending Consultants
Recommended CPE Credits: 19
There is no advance preparation required for this group-live offering.
Commercial Finance Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Career Services: $258
Career Services with Textbook: $285
Member with Textbook: $670
Non-Member with Textbook: $945
As a special offer, you may purchase the industry textbook, Asset-Based Finance - Proven Disciplines For Prudent Lending at the discounted price of $25 (regularly $49.95) for CFA members, and $50 (regularly $79.95) for non-members, if you do so with your registration.
The Commercial Finance Association reserves the right to cancel any program due to insufficient enrollment.
Refund/Cancellation policy: All cancellations must be received in writing and are subject to a 20% processing fee. No refunds will be made for cancellations received within 72 hours of schedule start of the program.