Fall Account Management Level Two 2021 | Secured Finance Network (SFN) | 14 September 2021 | Online - Atlanta, GA

Account Management Level Two is a comprehensive course designed to assist the Account Manager in navigating complex issues pertaining to borrowers in asset based lending, especially in a difficult economic climate. Using a series of case studies, the instructor will walk participants through multidoc deals, including split lien, unitranche, and 1st/2nd lien deals, highlighting key considerations for each. Participants will also learn to understand atypical collateral, handle problem loans, and comprehend legal implications in multidoc loans.

Course objectives:
• Discussion of effective management tools (collateral considerations)
- The support structure available to the Account Manager/RM
- Implications of the current pandemic crisis, especially as it impacts common borrowers for ABL lenders, and what an account manager should expect and do

• Overview of multidoc deals and pandemic considerations
- Implications of the current pandemic crisis, especially as it impacts common borrowers for ABL lenders, and what an account manager should expect and do.
- Understanding atypical collateral and enterprise value lending in a Multidoc deal along with financing gaps

• Structural and legal details of various Multidoc deals, including unitranche, split lien, and 1st and 2nd lien deals
- Key considerations at origination and closing of Multidoc deals and the positives and downsides of each, as well as legal nuances and practical management tips
- Understanding complexity of deals such as Acquisitions; Taking debt private; Dividend recapitalization and other factors.

• The intercreditor agreement and complex structures arising from non-traditional assets (EV lending)
- Agreement among lender (AAL) about setting basis points and other differences from various lender perspectives.

Who should attend?
Recommended for 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 two to five years of account management experience.

2021 Instructor

Kevin Gimber
VP, Underwriting Regional Manager, PNC