ASSET BASED LENDING (ABL) TRAINING SEMINAR COURSE CATALOG

Welcome to the catalog of Asset Based Lending (ABL) on-line, self-paced, self-study training seminar courses.  Please read the See Course Outlne Heres to see what is included.  You will find that we deliver a education that uses mixed media training that includes self-paced learning, video, narration, a bit of humor, quizzes along the way and discussion board interaction for each lesson in the courses. 

SELECT ROWS BELOW TO SEE COURSE DETAILS



GENERAL ABL COURSES...

ProgramLevel:
Basic

Recommended CPE Hours: 9.0:

5.0 - Auditing, 0.5 - Business law, 0.5 - Computer Science, 3.0 - Specialized Knowledge and Applications

NASBA

Introduction to Asset Based Lending includes an overview of asset based lending and the primary elements of collateral, monitoring and borrower reporting.  This is an excellent choice for non-Asset-Based Lenders and a great starting point to learn more about ABL.  This course is designed for both non-ABL professionals and for those just entering the ABL profession.

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Be able to calculate a Borrowing Base

  • Identify ineligible collateral

  • Identify and classify elements of dilution

  • Explain the different job functions in ABL

  • Explain the mechanics of revolving loans

Objectives - For participants thinking of or who are about to enter the ABL industry, this course provides an overview of the key elements in the ABL industry.  Participants will be able to discuss the core elements of the up and down cash flows that make up a revolving loan and gain a working knowledge of the Borrowing Base that those loans are supported by.  This course provides a foundation for insights into the industry vocabulary, procedures and reports to allow the participant to participate and provide services to the ABL industry outsource firm sector.

Prerequisites - An understanding of accounting.  

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Introduction to ABL
Course Cost $160.00 USD

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Course Outline

Program Level:
Basic

Recommended CPE Hours: 2.5:

2.0 - Accounting, 0.5 - Auditing

NASBA

Basic Accounting is an entry level introduction to accounting concepts, debits, credits, assets, liabilities, equity revenues and expenses.  This course includes an overview of accounting terminology and posting methods.  Because accounting is the language of finance, an working knowledge of basic concepts and terminology is essential to all financial professionals and all department personnel.

Participants Will be Able to:

  • Learn basic accounting debit and credit concepts

  • Learn the normal balances of Assets, Liabilities, Revenues, Expenses and Equity

  • List the elements that make up a set of financial statements

  • Gain insight into accruals

  • Gain insight into fixed assets

Objectives - Students will learn the language of business - basic accounting and how that accounting feeds into financial statements.  Since almost all business activity uses financial accounting this will enable students without advanced degrees and for those that do not have any prior accounting training to participate in business discussions that use accounting data.

Prerequisites - A High School education  

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials. 

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.
 

Basic Accounting
Course Cost $52.00 USD
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Course Outline
 

BACK OFFICE / OPERATIONS...

Program Level:
Basic

Recommended CPE Hours: 12.0:

7.5 - Auditing, 0.5 - Business Law, 0.5 - Computer Science,  3.5 - Specialized Knowledge and Applications

NASBA

Back Office Monitoring Skills is the best choice to learn the fundamentals for Operations because it offers time-tested insights into collateral reporting and data gathering for the calculation of ineligible collateral amounts to arrive at a Borrowing Base, the foundation of Asset Based Lending monitoring.   This course provides an introduction to the collateral monitoring function that is often described as "The Back Office."

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Discuss the different reports that can come in and get used for collateral and financial statement analysis.

  • Be able to identify and calculate ineligible collateral

  • Gain a working vocabulary that is found in Asset Based lending

  • Be able to communicate their findings verbally and in writing

  • Explain the mechanics of revolving loans

Objectives - This course provides an overview of the key collateral elements and ineligible pieces of collateral found in the ABL industry.  Participants will know how to calculate ineligible receivable and inventory amounts, locate resources to assist them in those calculations and complete the calculations independently.  This course provides a foundation for the mechanics and of the movement of data that makes up a Borrowing Base and a revolving loan.

Prerequisites - A High School education  

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Back Office Monitoring Skills
Course Cost $216.00 USD

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Course Outline

Program Level:
Intermediate

Recommended CPE Hours: 8.0:

5.5 - Auditing, 0.5 - Behavioral Ethics,  0.5 - Business Law, 1.5 - Specialized Knowledge and Applications

NASBA

Back Office Intermediate Skills move beyond the calculation of collateral ineligibles to spotting problems and data that are unusual or do not make sense.  These skills can prevent lender losses and tighten monitoring control.  This course focuses on the analytics of the reported data and improves collateral monitoring skills for the Back Office professionals.

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Calculate and discuss turnover calculations

  • Calculate and discuss what feeds the AR Statistics schedules

  • Identify and assess escalation of human risk factors

  • Develop better confirmation skills

  • Document and discuss how changes in the inventory balances from adjustments could impact collateral

  • Refine writing skills for problem loans

Objectives - The Back Office is the first line of defense and the daily contact with the Borrower and the reports from the Borrower can be more than data collection and ineligible calculations.  This course will raise the analysis skill levels through insights about the data that feeds the normal reports.  By learning about risk escalation factors, students will be able to use those analysis skills where appropriate and where appropriate, alert Lender management of unusual or inappropriate changes in the data.

Prerequisites - An understanding of accounting.  

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Back Office Intermediate
Course Cost $140.00 USD

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Course Outline

FIELD EXAMINATION / AUDIT...

Program Level:
Basic

Recommended CPE Hours: 15.0:

10.0 - Auditing, 1.0 - Business law, 0.5 - Computer Science, 3.5 - Specialized Knowledge and Applications

NASBA

Introduction to Asset Based Lending For CPAs and Accountants includes an overview of asset based lending and the primary elements of collateral, monitoring and borrower reporting.  CPAs that are considering entry into the ABL arena need to be prepared with a working knowledge of borrowing base concepts as well as report preparation content needs. This course is written by a 27+ year veteran of the field examination business with keen insights to both ABL and the needs of CPAs preparing prescribed procedure reports.

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Be able to calculate a Borrowing Base

  • Identify ineligible collateral

  • Identify and classify elements of dilution

  • Explain the elements of the field examination report

  • Define the key elements and importance of the engagement letter

  • Plan and conduct a Field Examination for the ABL industry

Objectives - Accountants entering into the ABL field will learn the core elements that define an ABL Field Examination report and engagement.  Participants will be able to provide focused services using prescribed field examination report procedures provided by the Lender.  This course provides a foundation for learning the industry vocabulary, procedures and client expectations to allow the participant to deliver a quality field examination product.

Prerequisites - An understanding of accounting.   Prior audit or analytical review experience is not necessary.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Introduction to ABL for CPAs
Course Cost $264.00 USD

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Course Outline

Program Level:
Basic

Recommended CPE Hours: 24.5:

19.0 - Auditing, 1.0 - Business law, 0.5 - Computer Science, 3.5 - Specialized Knowledge and Applications, 0.5 - Taxes

NASBA

Asset Based Lending Field Examination School Basics includes an overview of asset based lending and the primary elements of collateral, monitoring and borrower reporting.  This course offers a tour of the most common ABL tests and procedures, with tips to save time, do a better job and get started in ABL field examinations with insights from a 27+ year ABL field examination veteran.

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more. 

Participants Will be Able to:

  • Calculate a Borrowing Base

  • Identify ineligible collateral

  • Identify and classify elements of dilution and turnover

  • Identify and discuss the elements of a field examination report

  • Identify and discuss the basic workpapers used in ABL

  • Recognize strengths and weaknesses in monitoring methods and reports

  • Provide focused comments and recommendations

Objectives - New field examiners that are entering the ABL profession will learn the core elements of due diligence.  Participants will learn to combine analytical review procedures, trends and substantive testing methods to document collateral performance and liability exposure risks.  Participants will gain core skills to allow them to complete field examinations with confidence that the key elements that need to be tested have been covered with the limited procedures and time constraints that are common in the ABL industry.

Prerequisites - An understanding of accounting.   Prior audit or analytical review experience is not necessary.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Field Examination School Basics
Course Cost $436.00 USD

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Course Outline

Program Level:
Intermediate

Recommended CPE Hours: 22.5:

17.5 - Auditing, 0.5 - Auditing-Governmental, 0.5 - Behavioral Ethics,  1.0 - Business Law, 0.5 - Computer Science, 0.5 - Production, 1.0 - Specialized Knowledge and Applications, 0.5 - Statistics, 0.5 - Taxes

NASBA

Intermediate ABL Audit has been the #1 ABL Audit Course available anywhere in a live presenter lead format.  Now, in the on-line world, this course goes beyond that standard with more materials, less time constraints and dozens of examples.  This course is designed to make field examiners more effective with interview techniques, numerical analysis, alternative methods and overall underwriting skills in all field examination areas. 

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Perform their assigned field examination tasks with more insight into potential risk areas.

  • Reduce fraud through more detailed analysis and analytics.

  • Assess collateral risk areas with more knowledge of where the numbers can be manipulated.

  • Know when to gather more information to perform deeper analysis.

  • Have the skills to perform alternative analysis when some of the data is not available.

  • Learn to focus on risk assessment in each field examination area

  • Provide focused comments and recommendations

Objectives - Performing deeper analysis and identifying risk signs can provide comfort that things are actually OK or lead to insights about problems that could affect Lender assets.  This course is designed to provide the skills and techniques to evaluate those risks and mitigate factors that can impair asset values used as collateral.  Participants will enhance their skills in data acquisition and interpretive methods to allow for better questions and answers to changing conditions at a Borrower.

Prerequisites - An understanding of accounting and one year or more of field examination experience is recommended.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Intermediate ABL Audit
Course Cost $448.00 USD

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Course Outline

ACCOUNT EXECUTIVES / ACCOUNT OFFICERS...

Program Level:
Basic

Recommended CPE Hours: 22.5:

17.0 - Auditing, 1.0 - Business law, 0.5 - Computer Science, 3.5 - Specialized Knowledge and Applications, 0.5 - Taxes

NASBA

Introduction to ABL For Account Executives includes an overview of asset based lending and the primary elements of collateral, monitoring and borrower reporting, but it is presented with elements that are important to the Account Officer's position.  An excellent starting point for new Account Officers to learn more about ABL. 

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Be able to calculate a Borrowing Base

  • Identify ineligible collateral

  • Identify and classify elements of dilution

  • Discuss the field examination report elements

  • Identify and advise on the key areas to monitor

  • Have a working knowledge of ABL specific calculations

Objectives - New Account Officers will learn the core elements that define an ABL transaction.  Participants will be able to use a working knowledge of Borrowing Base concepts and gain an insights to the key elements of collateral to monitor.  This course provides a foundation for using and discussing the industry vocabulary, procedures and loan dynamics found in a typical ABL transaction. 

Prerequisites - An understanding of accounting.  

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Introduction to ABL for Account Executives (Account Officer's)
Course Cost $392.00 USD

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Course Outline

Program Level:
Intermediate

Recommended CPE Hours: 21.0:

16.5 - Auditing, 0.5 - Behavioral Ethics,  1.0 - Business Law, 0.5 - Production, 1.5 - Specialized Knowledge and Applications, 0.5 - Statistics, 0.5 - Taxes

NASBA

Analysis Skills for Account Executives uses many of the same skill sets as the Intermediate ABL-Audit course.  The focus here is for the Account Executive to be able to acquire and assess more complex data and results.  Analysis skills are a vital part of the exceptions that come up in ABL transactions and better inquiry skills are critical to both asset monitoring and loan loss prevention.

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Evaluate changes in performance statistics and gather additional information to document and safeguard lender assets.

  • Monitor key collateral issues in more detail.

  • Gain skills to perform alternative analysis when some of the data is not available.

  • Know how to assign field examiners to gather more data.

  • Dig deeper when risk indicators are elevated.

  • Provide focused comments and recommendations

Objectives - Performing deeper analysis when risk signs appear can provide comfort that things are actually OK or lead to insights of problems that could affect Lender assets.  This course is designed to provide the skills and techniques to evaluate those risks and mitigate factors that can impair asset values used as collateral.  Participants will enhance their skills in data acquisition and interpretive methods to allow for better questions and answers to changing conditions at a Borrower.

Prerequisites - An understanding of accounting.   Prior account officer experience is recommended.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Analysis Skills For Account Executives
Course Cost $420.00 USD

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Course Outline

SPECIALIZED ABL COURSES(Audit and AE/AO)...

Program Level:
Advanced

Recommended CPE Hours: 11.5:

8.0 - Auditing, 0.5 - Behavioral Ethics, 1.0 - Business Law, 1.5 - Specialized Knowledge and Applications, 0.5 - Taxes

NASBA

Fraud Prevention For ABL is all about bad behavior and dishonest schemes to defraud lenders.  These issues have been around for centuries, but we now have an educated population of Borrowers that have sophisticated accounting, electronic assistance and other tools to attempt to hide what they are up to.  Lenders need to be smarter too and awareness is not enough, it takes analytics and skepticism to find and prevent fraud that could lead to asset losses.

Note that many elements of this course are covered in the Intermediate ABL Audit Course

ABL-Help ABLHelp  - Comes with ABL-Help Pro reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.  The Pro version includes alternative mathematical formulas, additional fishbone diagrams for dilution and trends and risk factors that affect examiners, operations and account officer analytics to help prevent fraud and detect fraud earlier.

Participants Will be Able to:

  • Discuss and list the motivating factors that drive fraud

  • Reduce fraud through more detailed analysis and analytics.

  • Assess collateral risk areas with more knowledge of where the numbers can be manipulated.

  • Increase fraud awareness to identify core collateral risks from misrepresentation

  • Know when to gather more information to perform deeper analysis.

  • Have the skills to perform alternative analysis when some of the data is not available.

  • Identify human risk factors that can lead to willful misconduct and fraud

  • List core elements to deal with in a worse case scenario

  • List common lender liability issues

  • Be able to use  ABL-Help-Pro as an ongoing reference

Objectives - To prevent and catch fraud now from a broader look at what motivates misrepresentations and other driving factors that lead to Borrower fraud.  Participants will gain analytical skills that include numerical and human risk factor elements that will spot willful misconduct and fraud at the earliest possible time.  Awareness is not enough and this course will provide analytical skills that safeguard lender assets.

Prerequisites - An understanding of accounting and one year or more of field examination or account officer, credit officer or loan monitoring experience is recommended.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Pro is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help Pro reference file is provided via download.
 

Fraud Prevention For ABL
Course Cost $232.00 USD

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Course Outline

Program Level:
Intermediate

Recommended CPE Hours: 11.5:

10.5 - Auditing, 1.0 - Specialized Knowledge and Applications

NASBA

Asset Based Lending Receivables Workshop is a subset of the Intermediate ABL Course with a focus that is centered on only Accounts Receivable. 

Note that this course is not as in-depth as the Intermediate ABL Audit Course

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Perform their assigned field examination tasks in the Receivable testing area with more insight into potential risk areas.

  • Reduce fraud in the receivable area through more detailed analysis and analytics.

  • Assess receivable collateral risk areas with more knowledge of where the numbers can be manipulated.

  • Know when to gather more receivable information to perform deeper analysis.

  • Have the skills to perform alternative receivable analysis when some of the data is not available.

  • Learn to focus on receivable risk assessments

  • Provide focused comments and recommendations for accounts receivable

Objectives - Performing deeper receivable analysis and identifying risk signs can provide comfort that receivable amounts are actually OK or lead to insights of problems that could affect Lender assets.  This course is designed to provide the skills and techniques to evaluate those receivable risks and mitigate factors that can impair receivable asset values used as collateral.  Participants will enhance their skills in data acquisition and interpretive methods to allow for better questions and answers to changing receivable conditions at a Borrower.

Prerequisites - An understanding of accounting and one year or more of field examination experience is recommended.  Participants that have taken the Intermediate ABL Examinations Course should not take this course.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Receivables Workshop
Course Cost $200.00 USD

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Course Outline

Program Level:
Advanced

Recommended CPE Hours: 6.0:

3.0 - Auditing,  2.5 - Auditing-Governmental, 0.5 - Business Law

NASBA

Government & Contract Receivable Testing and Monitoring is a specialized focus on contracting and government rules.  Written by examiners with hundreds of government contractor financings, this course provides insights and special practice advise for those seeking to become more proficient when dealing with contractors and government contractors.

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Master the nuances of the percentage completion calculation

  • List the components of contractor billings

  • Learn some of the core concepts and dangers with Assignment of Claims filings

  • Perform a billing test for contract receivables

  • Identify the risks associated with bonded jobs.

  • Discuss the different billing methods and related rules used in contracting

Objectives - Students will learn the different billing methods and calculations used in contracting industries while also learning about the risks and documentation needs of the contracting industries.  Students will obtain the insight and skills to both perform the calculations and identify the correct reports and concepts to monitor collateral.

Prerequisites - An understanding of accounting.   One year of prior audit or analytical loan responsibility is suggested.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Government & Contract Receivable Testing and Monitoring
Course Cost $100.00 USD

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Course Outline

Program Level:
Intermediate

Recommended CPE Hours: 13.5:

10.0 - Auditing,  1.0 - Business Law, 0.5 - Production, 1.5 - Specialized Knowledge and Applications, 0.5 - Statistics

NASBA

Asset Based Lending Inventory Workshop is a subset of the Intermediate ABL Course with a focus that is centered on only Inventory analysis and valuation.  

Note that this course includes Inventory basics covered in the Introduction to ABL Courses and all of the materials used in the Inventory section of the  Intermediate ABL Audit Course.  This is the most complete inventory course in the ABL industry and has been consistently rated to be superior to any other Inventory Valuation Workshop offered.  We've even trained some of their instructors.

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Perform their assigned field examination tasks in the Inventory testing area with more insight into potential risk areas.

  • Reduce fraud in the inventory area through more detailed analysis and analytics.

  • Assess inventory collateral risk areas with more knowledge of where the numbers can be manipulated.

  • Know when to gather more inventory information to perform deeper analysis.

  • Have the skills to perform alternative inventory analysis when some of the data is not available.

  • Learn to focus on inventory risk assessments

  • Provide focused comments and recommendations for inventory

Objectives - Performing deeper inventory analysis and identifying risk signs can provide comfort that receivable amounts are actually OK or lead to insights of problems that could affect Lender assets.  This course is designed to provide the skills and techniques to evaluate those inventory risks and mitigate factors that can impair inventory asset values used as collateral.  Participants will enhance their skills in data acquisition and interpretive methods to allow for better questions and answers to changing inventory conditions at a Borrower.

Prerequisites - An understanding of accounting and one year or more of ABL experience is recommended.  Participants that have taken the Intermediate ABL Examinations Course should not take this course.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Inventory Workshop
Course Cost $252.00 USD

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Course Outline

Program Level:
Intermediate

Recommended CPE Hours: 5.5:

4.5 - Auditing, 1.0 - Taxes

NASBA

Asset Based Lending Payables Workshop is a subset of the Intermediate ABL Course with a focus that is centered on only Accounts Payable.  

Note that this course includes Payables basics covered in the Introduction to ABL Courses and all of the materials used in the Payables section of the  Intermediate ABL Audit Course

ABL-Help ABLHelp  - Comes with ABL-Help Classic reference program, THE industry standard for Ineligibles, definitions, fishbone diagrams, math formulas and more.

Participants Will be Able to:

  • Perform their assigned field examination tasks in the payable testing area with more insight into potential risk areas.

  • Reduce fraud in the payable area through more detailed analysis and analytics.

  • Assess payable collateral risk areas with more knowledge of where the numbers can be manipulated.

  • Know when to gather more payable information to perform deeper analysis.

  • Have the skills to perform alternative payable analysis when some of the data is not available.

  • Learn to focus on payable risk assessments

  • Provide focused comments and recommendations for accounts payable

Objectives - Performing deeper payable analysis and identifying risk signs can provide comfort that payable amounts are actually OK or lead to an insights of problems that could impair Lender assets.  This course is designed to provide the skills and techniques to evaluate those payable risks and mitigate factors that could impair lender assets.  Participants will enhance their skills in data acquisition and interpretive methods to allow for better questions and answers to changing payable conditions at a Borrower.

Prerequisites - An understanding of accounting and one year or more of field examination experience is recommended.  Participants that have taken the Intermediate ABL Examinations Course should not take this course.

Advanced Preparation - Each Lesson has a printout to take notes and some Lessons have documents, examples and course case materials.  A copy of ABL Help Classic is provided and it can be downloaded and installed at the start of the Course.

Delivery Method - QAS Self Study - PC Computer Self Study with self assessments and some case study Quizzes, printed examples, video examples and stories.  ABL-Help reference file is provided via download.
 

Payables Workshop
Course Cost $88.00 USD

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Course Outline

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