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Event Date | Tue Mar 9 EST - Thu Mar 11 EST (almost 4 years ago) |
Location | Online |
Region | All |
If you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry, you want:
• To know how to transition to an ABL lending environment or transition within the various ABL disciplines
• To understand the collateral pledged to your loan
• To evaluate the pitfalls of lending on various types of AR and Inventory across various industries
• To interpret and assess what is on the field exam report
• To develop your field exam knowledge
Field Exam Level One is where you will gain the knowledge you need to excel.
Curriculum:
• Financial statements / records / electronic data
• Purpose of exams and role of the Examiner
• Accounts Receivable systems, methodologies and ineligibles
• Cash cycles, types of account and testing
• Inventory cycles, valuation and ineligibles
• Valuing, appraising and securing fixed assets
• Liabilities and exposure on accounts payable
• Fraud and how to detect and respond
• Examination efficiencies
• Report writing
Who Should Attend?
Program level: Basic
Field examiners, relationship managers, underwriters, lenders and new business personnel.
2021 Speakers
INSTRUCTORS:
Scott Mitchell
Managing Director, RedRidge Diligence Services
Justin Fahlfeder
Field Examiner, PNC Business Credit