In CFA’s underwriting Fundamentals
program that starts on May 6, you can sit
at your desk and learn how some of the industry leaders think through credit issues
and manage risk. Underwriting is far more
than gathering data and calculating ratios.
You need to make judgments about how
to manage risk, and these are best when
based in experience.
We are bringing you the very best experience, and our experts will show you how
they work through practical examples.
The highlights of the program include
senior ABL executives taking you through
credit committee reports and explaining
their thought processes. It’s tough to get
all these incredible folks in one spot, and
that’s why we are using distance learning
technology to provide you a very special
learning experience. If you are just starting
in underwriting, or if you interested in
learning from the best. This program is offered as a full set of six virtual workshops,
or sold individually. These programs are
also recorded so you will be able to view
them if you miss one.
Workouts and Bankruptcy, held May
19 – 21 in Chicago, is a three-day overview
of the workouts and bankruptcy process.
This program focuses on what’s important
in documents in downside scenarios and
helps take the mystery out of bankruptcy
terms. This program focuses on: how to uti-
lize your lawyers effectively and efficiently
in workouts and restructurings; financing
opportunities in bankruptcy/debtor-in-
possession financing; understanding
bankruptcy buzz words including cram up,
encountered during the careers of the
course leaders. The course follows through
a structured in-depth curriculum carefully
prepared by CFA’s expert committee, but
be prepared to learn far more than the
basic facts through your engagement with
the experience of both the leader and
This is an essential core component of
professional development in the secured
lending business and we look forward to
you joining us.
For more detailed information on these
programs, please click here.
cram down, adequate protection and DIP
financing and how to tell what’s important
in your documents and critical aspects of
loan documents in a downside scenario.
Field Examiner School, held on May 19 – 22
in Chicago, is a four-day comprehensive
program that has been attended by a
generation of field examiners and is taught
by some of the most experienced and
respected professionals in the field.
Many other professionals have also attended to learn how to work more effectively
with field examiners, to recognize the
difference between good and the best, and
to be able to understand field examination
reports in more depth.
The program explores every aspect of
field examination techniques through
participation in case-studies and discussions about the challenges and situations
We recently made the decision to
invest in the CFA Fundamentals
program for our operations staff.
From all accounts, it has been one of
the best investments we have ever
made as a company. Since complet-
ing the Program, our associates are
more engaged, inquisitive, and feel
much more like a member of the
team. I would strongly recommend
the Program for any organization,
especially those who are pursing
best practices in operations.
Howard A. Rein,
716.847.2651 | 800.777.4885
Fraud & forensic
Portfolio due diligence
Quality of earnings studies
and collateral with
high level expertise.