Skip to main content
CNC Chapter Board of Directors Monthly Meeting May | B1020519
May 28, 2019
San Luis Obispo
Add to Cart
Redirecting to cart, please wait...
has been added to the cart.
items(s) in your cart.
My Activities (NEW)
My CPE Tracker
My Certificate of Completion
My Communication Preferences
My Transactions / Discounts
My Membership / Open Invoices
Who We Are
CPA Career Center
Committees & Sections
Products and Services
New! Find CPE
New! CPE Wizard
Contact Your Legislators
Advocating for CPAs
California CPA Magazine
Financial Leadership Forum
Peer Review: Firm Resources
Peer Review Reports
Peer Review: Reviewer Resources
CPA Job Board
Search for Ads
Place an Ad or Résumé
Find a CPA
Ask a CPA
CPA License Lookup
Governmental Accounting White Papers
Events and Programs
LA Business and Industry Committee: Due Diligence: What to do When the Bank Pulls Out | G2220519
May 15, 2019 8:00 AM - 9:00 AM
West Los Angeles
Level of Difficulty :
CPE Credits :
Things happened. Be prepared. What occurs when the lender that you were relying upon withdraws during due diligence? What, if anything, could you have done to prevent this? Learn how to structure deals. Learn how to protect your self. Understand how to prepare for the initial meeting.
Learn from an advisor with more than 30 years of experience in secured lending and commercial banking. Marshall will share his knowledge with you.
Recognize how to quickly structure a new deal with a new lender.
Identify how to find and approach a new lender.
Determine the approach to handle a new lender.
Reaction if a lender pulls out during due diligence
Mitigating lender risks of rejection
Dealing with lenders: What can go wrong in the moment
New approaches to structure loans
Preparation, preparation, preparation. How to prepare for your meetings
Options to find a new lender
Registration opens at 7:30 am.
Fees: $25/member, $65/nonmember.
Add $5 for same day and at door registration.
Parking is free.
Address: Spitfire Grill, 3300 Airport Ave, Santa Monica, CA 90405.
Level of Difficulty:
Field of Interest:
Some knowledge of business and industry.
CPAs and other professional staff
Marshall Lebovits has over 25 years of experience in the secured financing industry. Marshall advises on a wide variety of asset based funding solutions for businesses throughout the USA.
No Agenda or Materials posted.
Powered by Azure Servers