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The Inventory Valuation Workshop is a three-day program, which focuses on the role of inventory as collateral in secured transactions from a variety of viewpoints. This program is the only one of its kind in the country, and the only place to get an all-encompassing view of what it takes to properly structure an inventory loan.

What will you learn?
-New tools to establish advance rates
-An all-encompassing view of what it takes to properly structure an inventory loan
-All about ineligibles, risks and "red flags"
-The audit process

“A better understanding of audit process/function relating to inventory testing & valuation. Will allow me to ask better questions and refine my risk related to underwriting inventory lending.” – BH Dyer, Summit Financial

Check back soon for 2013 program dates!


Program Level:
Basic/Intermediate
Who should attend?

Field examiners, loan officers, credit analysts and others with between six months and two years of experience.

Program Outline
Module 1:
- Introductions & Course Overview

Module 2:
- Flow of Due Diligence
Information Checklist
Case Study

Module 3:
- Descriptive Elements

Module 4:
- Testing of Inventory
- Adjustments
- Turnover
- Management Information Systems
- Physical Condition
- Obsolescence
- Ineligibles
- Work-In-Progress
- Conclusions
- Case Study

Module 5:
- Operations/Monitoring

Module 6:
- Appraisals vs. Field Examinations
- Case Study

Module 7:
- Tools of the Trade
- Review & Open Forum