CAPLAN SPEAKS AT CFCC LUNCHEON

On March 6, 1998, FinSoft's cofounder, Joe Caplan, was the guest speaker at a luncheon hosted by the Commercial Finance Chapter of California - Audit Group. The topic: Maximizing Technology for Field Examinations and Underwriting. The session was held at the downtown Los Angeles Athletic Club, with arrangements made by Gary Janes of Fremont Financial Corp. Approximately 60 people were in attendance.

The following topics were discussed in the 45 minute presentation:

I. Introduction & Objectives:

Provide an overview of available tools and time saving ideas to improve productivity for ABL underwriting and field examinations.

II. Internet Tools for Underwriting:

Getting Started

Trade Associations

Commodity Prices

Year 2000 Checklists

Training

III. Road Warrior Tips:

The Real Mouse

Power Tips

The Lightest Printer - Part 1

The Lightest Printer - Part 2

Zip Tools

IV. Fidget Factors that slowdown the report:

Formatting

Printing (batches and macros)

Borrowing Base Setup (multiple divisions)

Word Processing

Consolidating Divisions / Multi-Examiner Exams

It takes a system, it takes money too

V. Graphs:

A sea of Numbers

Being Seen

VI. Budget Battles:

Maximizing Budget Dollars on Technology

Information Users

Efficiency - The three great Computer Lies of the 1990’s
   i. Office Suites
   ii. Hardware and Intel
   iii. Overhead

A Mechanism Approach - This is the Year!

Balancing Budget Decision Ownership - The IS Department as support

VII. Questions and Answers

Additional Support and Materials for the Presentation:

Travel arrangements paid for by FinSoft, LLC. The seminar slides and layouts were prepared by Clear Choice Seminars, Inc. An LCD Projector was provided by the accounting firm of Altschuler, Melvoin & Glasser, LLP, CPA's. All reference materials, examples and course materials were printed and provided by Clear Choice Seminars, Inc.

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