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2015 ACPEN Signature Series

ACPEN Signature courses are the flagship CPE events of ACPEN, and the top of the line in CPE programing. 

Signature courses, begin in May each year, continue monthly throughout the year, and are replayed for live credit several times, including in December and January. 

Each showcases important and timely CPE topics, using enhanced production techniques, and are delivered by panels of national experts, practitioners, and representatives of regulatory and standard setting bodies.

To see what courses are included in this year, please click on the ACPEN Signature category below. 

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Preview


Banking Relations and Debt Restructuring

Description

  • Length: 1 Credit Hour
  • This course provides an update of today's credit markets and will help you navigate through loan originations and renewals.  It focuses on debt restructuring including: when to restructure, the best process for restructuring, issues faced by lenders, potential pitfalls and key success factors in debt restructuring, and action steps.

Basic Course Information

  • CPE Credits: 1
  • Program Level (Basic, Update, Intermediate, Advanced, Overview): Intermediate
  • Prerequisites: Some knowledge and experience with financial monitoring and decision making
  • Advanced Preparation: None
  • Designed For: CPAs and financial managers in business and industry and CPAs with small business clients.
  • Producer: Florida Institute of CPAs
  • Field of Study 1: Finance (1 hours)

Learning Objectives

  • Learning Objectives: *Recognize the need to initiate a business debt restructuring *State the differences between a typical and recommended business debt restructuring process *Describe issues faced by lenders on a business debt restructuring *Describe potential pitfalls and key success factors in successful business debt restructurings

Major Subjects

Faculty

  • Course Developer: Florida Institute of CPAs
  • Faculty and Production Information
    • Lunelle Siegel, EDFP, Lending Manager, Corporate Funding
    • Lunelle Siegel is Lending Manger at Corporate Funding (www.corporatefunding.us), which was established in 2008 to address the needs of business during the credit freeze. Corporate Funding assists companies seeking capital obtain it through its extensive database of sources.  Sources include debt and off balance sheet financing including: lines of credit secured by receivables, inventory, purchase order, real estate, and equipment. Corporate
      Funding also assists banks assess payoff options for problem loans, including facilitating note sales.

      For over 25 years Lunelle has assisted small and medium sized companies obtain capital, not only at major regional commercial banks including First Union and Barnett but also at national finance companies including GE Capital and Textron Financial. She has worked in the areas of conventional lending, SBA lending, import/export finance, factoring, asset based lending, and real estate construction lending on commercial, investment and residential projects.

      Lunelle is accredited as an Economic Development Finance Professional through the
      National Development Council. She earned her B.S. in Finance from Florida State University.  Lunelle is a tenacious advocate for America’s small businesses and is a frequent speaker, panelist and moderator at business assistance events, professional
      development meetings and conferences. Recent appearances include the 2009 and 2011 FICPA FAB Expo, and “loan sale update’ at the Turnaround Management Association Florida Chapter.

      Lunelle has served in numerous capacities on the International and Chapter level of the Turnaround Management Association (TMA), including past President of the Florida Chapter. She is a member of the Association for Corporate Growth.

      Lunelle currently serves on the Loan Committee of Gulf Coast Business Finance, the St.
      Petersburg based SBA 504 Certified Development Company. “Save Our Economy Save Jobs” is her community project, which was created as part of her participation in the Self Expression and Leadership Program of Landmark Education.

Course Materials

  • Course Materials
    • Course Manual (22)
    • CPE Credit Instructions_Read Before Webcast (1)

Additional Information

  • Course Registration Requirements: Online Registration
  • Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
  • Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
  • Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
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