Student feedback is one of the reasons that we are THE
CLEAR CHOICE.
Sample comments are based on course reviews from
students. Where applicable students that signed a name release are noted.
These and many other class review comments are on file at the Clear Choice
Seminars offices in Ellicott City, MD and may be reviewed in-person, at that
location, through appointment only.
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[DATA] “Joe Caplan brings an
excellent product to the market in a fun, practical and exciting way.
THANK YOU!”
Michael Albanese, Cost Reduction Solutions
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“Being new to this field of
auditing, I felt the past three days were very productive. I've
learned a lot about ABL and ABL audit and am eager to test my new skills in
the field”
Lisa P., First American Bank
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“The class was relevant to what ABL
auditing is about. Anyone starting out in this business should take
this class.”
G.E., Bank of Oklahoma
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“Excellent course that covered
important topics. Material was well thought out.”
Tom Gibbons, VP, FINOVA-IL
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“Well knowledged instructor &
committed to his field... Improved my auditing techniques... Taught how to
audit without blinders on... Learned to appreciate the whole process.”
N.V., Examiner, Unified Examiners of California
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“I have been in the industry for a
long time, however, I am never ceased to be amazed by new techniques or
methods...I will recommend this course to other members of our bank.”
R.B., Audit Manager, East West Bank, CA
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“I found the course to be
especially helpful in the time saving techniques, primarily when to limit
and expand the scope depending on the testing results.”
Rober K., Dopkins & Co.
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“Survey results look great. Thanks
again for an excellent seminar.”
Marcie Trump, Audit Manager, CoreStates/First Union
(now owner of Trump Examination Services, NJ)
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“Alot of detail was covered
throughout this course... Very good class.”
Brad T., NBOC
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“Really fantastic seminar with a
lot of valuable tools and techniques for ABL lenders and auditors alike.”
Kurt T., NBOC
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“Enjoyed the course, very well
done. It hit the target better than other courses due to thoroughness
of materials and instructor.”
Milton F. Blair, SVP, First American National Bank
“Most comprehensive and rewarding course on
auditing that I have taken to date.”
Michael Pons, VP, First American National Bank
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“Great Course! You manage to
keep it interesting for lenders while covering needed detail directed
specifically at auditors (a good balance).”
Anders E. Comerica Bank
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“I found this course
to be 99.99% applicable to my job...material and topics covered are useful
for my daily job...workbook will be used as a reference guide.”
Todd Colpitts, Analyst, Foothill Capital
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“Very informative and useful.
I'll recommend to everyone. In my opinion, this is a "must do" for any
auditor.”
Louis D. Compass Bank
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“Very informative”
Jamie E. Associates Transcap / Citi Capital
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“Course material was
relative, thorough, well presented and presentation kept my attention.”
R.P., VP-Operations, Douglas-Guardian, TX
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“Very helpful to
someone with audit experience that needs to learn ABL.”
K.C., CPA Sr. Examiner, Pienta & Company, CPA's
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“I wish I had the
opportunity to take this class a long time ago, because it opened my eyes to
some things I had never knew about, that are important to ABL and especially
riskier deals.”
J.E., CPA, Loan Analyst, Fleet Capital
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“Presentations are
excellent in promoting a clear understanding of the field.”
M.K., Auditor, National Bank of Canada
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“The most knowledgeable instructor
that gives students a new way to look at auditing and the overall process.”
Jason E. Foothill Capital
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“Great presentation
materials...keeps you interested...Joe conveys a knowledgeable and genuine
passion in the audit process.”
Jason Kaplan, Analyst, G.E. Capital
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“This course provided
great insight & strategies for various ABL issues. Instructor is very
knowledgeable!”
T.D., Examiner, Allfirst
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“Well knowledged instructor...
Improved my auditing techniques with ideas provided in every section...
Taught how to audit without blinders on... I learned to appreciate the whole
audit process.”
Nick Valencia, Unified Examiners
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“Course material was relative,
thorough and well presented. Kept my attention”
Ron P., Douglas Guardian
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“The best parts of the course are
where Mr. Caplan shares the various methods and techniques of analysis as
well as providing a good deal of information on sources of information for
analysis.”
Larissa M., FCC
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“Very good course and
mix of practical experience... Great software [reference manual] will be
very helpful”
S.R.T., Analyst, First National Bank, MD
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“I would recommend this course to
everyone! Besides being a great overall experience, it allows you to
hear stories and possibilities that someone normally might not be exposed
to. A real eye opener! Do not miss the chance to participate in
this seminar.”
Terry White, AmSouth Bank
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“Please offer more courses.
To date, this course will be the greatest contribution to my success in this
career...Very Informative!”
A.J., Senior Examiner, Dopkins & Co.
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“This course was very informative
and should be taken by all auditors (ABL or not). It teaches you to
become a better and more diligent auditor...The class was EXCELLENT!”
Name withheld by request.
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“Extremely helpful... I learned
a ton. Concepts were clearly explained, questions answered
concisely, etc. ”
Mary Robson, Fleet Capital
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“I really felt that the course gave
great insight into what will be one of the most important aspects of my new
position in charge of "monitoring," with this point driven home well.”
C.M., Vice President, Comerica Business Credit
Great Job!
B.H., Vice President, Comerica Business Credit
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“Joe was able to relate to everyone
in the class. He's always in the field and understands our job. He used
great examples that helped us understand how to deal with situations we
might encounter.”
Douglas V. Cannaliat, Analyst, G.E. Capital
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“Tricks of the trade shared are
excellent. The time saving techniques allow an examiner to cover more
in an exam and more thoroughly.”
J.C., Auditor, First Tennessee Bank
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“Excellent course for Intermediate
examiners.”
W.J.C., Field Examiner, NationsBank
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“Highly recommend this course for
every ABL auditor as a tool to enhance professional growth.”
Robert Gilhem, Sr. Examiner, Norwest Business Credit
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“Mr. Caplan's course is very
comprehensive.”
John C. Floyd, VP Audit Mgr., Compass Bank
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“I would recommend this course
to everyone!... Besides being a great overall experience, it allows you to
hear [share] stories and possibilities that someone normally might not be
exposed to... A real eye opener!... Do not miss the chance to participate in
this seminar!”
T.W., Examiner, AmSouth
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“Mr. Caplan is a very energetic
instructor that makes the class interesting. The testing techniques
are very helpful and I personally cannot wait to implement what I learned.”
Riccardo Tagliavia, Field Examiner, USTrust
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“Overall class was great and I
gained great insight.”
R.G., Auditor, Compass Bank
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“This truly is the "Greatest
Profession on Earth" and the ABL audit course was 200% relative to my job...
I will improve greatly in the audit function at my bank.”
J.N., Examiner, National Bank of Commerce.
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“Highly recommended for over 6
month beginner or intermediate auditors. Informative and well done.”
Debra Wilson, Ops Manager, Fidelity Funding Factoring Group
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“This course is great for
those who have been in the industry for about a year+ and have examples to
share... The presenter is a wealth of knowledge & experience which is
impressive... He is also open to learning from his students.”
C.L., Examiner, Dopkins & Company, LLP
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“I enjoyed the seminar very
much. Real life examples made the course interesting... I will recommend
that some of the more seasoned auditors attend this seminar.”
A.W., Field Examiner, Norwest Business Credit
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“The course is both detailed
and educational. Intermediate ABL Auditing reflects a high level of course
information....Course material is great.”
Brenda Czekaj, National Audit Manager, National Bank of Canada
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“The class was very
informative. Joe encouraged class interaction which was helpful and
informative. For an experienced auditor, the class reinforced what a good
auditor should
be doing.”
Julie D. Kline, Sr. ABL Auditor, First Merit-OH
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“Provides in-depth insight to
auditing procedures and practices in addition to covering a vast array of
critical topics. The seminar is a must for account officers.”
O.K.L., AVP, Comerica Bank-IN
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“Overall a very complete
course for an examiner with 1-5 years of experience... Not only teaches
examiners how to gather facts, but teaches what the facts are saying”
R.P., Sr. Examiner, Associates Trans Capital Services
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“We all benefited
greatly...More experienced auditors were challenged to be more
creative...Joseph Caplan was well versed, articulate...extremely
knowledgeable.”
Staff and Team Leader letters from Comerica Bank-Texas
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“Mr. Caplan's course is very
good at keeping one's attention and therefore learning increases.”
Marcia Zebaneh, Field Examiner, Princeton Capital
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“Extremely helpful, even
though I've been doing this for years already. I learned a ton... Very
easy to follow & very well taught... Concepts were clearly explained,
questions answered concisely, etc... I'm going to keep the materials as a
reference guide.”
M.R., CPA, Sr. Examiner, Fleet Capital
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“Even though I have been
auditing for five years, this course provided me with more ABL concepts...
By far the best auditing course I have attended... Great insight into new
ways of looking at the way to complete an audit.”
P.J.M., Sr. Auditor, Dopkins & Company, LLP
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“I plan to use the course book to
establish more comprehensive spreadsheets and for future reference...A
wealth of information in a quick reference format.”
Gina Finn, VP, First National Bank of Commerce
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“Well structured, organized
and presented. Quite informative with the extensive use of cases and
experience.”
P.S., Sr. Field Auditor, Transamerica Business Credit
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“Great examples to make you
think about what is going on behind the numbers. I would recommend sending
all of your auditors.”
Susan Meyer, Examiner, FNBC / Bank One-Louisiana
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“Materials were well
documented via computer slides and real life situations. It was enjoyable to
learn new techniques. Thanks a lot!”
R.F.R., Senior Field Examiner, National Bank of Canada
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“Excellent course for any ABL
Examiner looking for a sound base in auditing.”
Leroy Gayle, Field Examiner, USTrust
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“Concise information combined
with anecdotal experience helps reinforce the important points. Both
informative and interesting.”
Mark LaMendola, Field Auditor, AT&T Commercial Finance
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“A great job organizing,
compiling and presenting this course...The animated slides, case studies and
tales from the job, all contributed to making the learning fun...a
worthwhile and cost justified experience.”
Judy Higgins, First Commerce Corp. |
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“I thought the program
materials, presentation and knowledge of Joe Caplan were excellent.”
M.B., Auditor, Commercial Capital |
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“This [Intermediate ABL
Auditing] course is most informative. The instructor shared valuable
tools that the auditors will benefit greatly from applying.”
J.G., Auditor, Compass Bank
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“Instructor is very
knowledgeable and delivered an informative & effective
presentation...Enjoyed the discussion and interaction--the relaxed
atmosphere of the class.”
B.P., Examiner, Fidelity Funding Financial Group |