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

"Learn What You've Been Missing"

Learning Objective: Participants will develop the skills to use AssetReader data download and analysis software to perform field examinations.  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.

Contact Clear Choice Seminars, Inc. at (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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