STUDENT COMMENTS

Clear Choice Seminars, Inc. Asset Based Lending ABL Audit Training Seminar Courses

"Learn What You've Been Missing"


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


 

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