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Learning Objective:
Participants will develop the skills to use AssetReader
data download and analysis software to perform
Operations or Field Examination work. The course provides the proper
procedures for setting up a new import template and
performing a borrowing base setup. The course
cases are designed to illustrate problem imports and
thus allow the users to work on complex files with an
understanding of the techniques needed to import, debug
and process data for the performance of their job
functions.
CPE Credit:
16 Hours
Prerequisites:
Students should be familiar with the calculation of
ineligible collateral.
Advanced
Preparation: AssetReader must be
installed and licensed on the student's computer.
User must have Administrator Rights to allow
installation of course files.
Delivery Method:
Group Internet (Webinar) Group Live upon request
Course Level:
Basic.
Field of Study:
Computer & Software Applications
Updates and Review: FinSoft releases
updates at least quarterly for all software products.
The internal review process in ongoing and all software
is release with extensive regression testing and review
by programmers, accountants and reviewers. Release
notes are available to all licensed users on the
download page. These updates are incorporated into
the training as new features or significant screen
layout are added so that the course is based on the most
recent release of the software.
Registration:
Contact Clear Choice Seminars, Inc. at
www.ccsiweb.com
(see Contact page)
or by phone at 410 747-7994 for more information and
group pricing.
This course is taught by Clear Choice Seminars, Inc with the instructor
being Mr. Caplan, one of the FinSoft, LLC owners. The course teaches students the
fundamentals of using AssetReader and builds the skills needed to
import documents and analyze them for Asset Based Lending purposes.
Field examination and back-office operations time is reduced with AssetReader and
reports that once took days can be imported in minutes. This course
leverages the benefits of the time saving features that AssetReader
provides by highlighting the core features used for ineligible calculation and
analysis of inventory, sales, cash, GL, customer address lists, vendor address
lists and more.
The course is open to licensed users of AssetReader.
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