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 1990s
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.