NYIC/CFA JOINT EVENT
               

The New York Institute of Credit
 is Pleased to Announce the

3rd ANNUAL NYIC/CFA JOINT EVENT

Wednesday, October 16, 2013
11:00 am - 3:00 pm

Arno's Ristorante - 141 W. 38th St. New York, NY

PANEL 1 - Where is the ABL Market Trending for 2014?

Panelists:
Moderator,
Jonathan N. Helfat, Partner, Otterbourg, P.C
Charles Garoklanian, Senior Vice President and Northeast Manager, PNC Business Credit
David Grende, Chief Executive Officer, Siena Lending Group
Joseph Nemia, Executive Vice President/ Head of Asset Based Lending, TD Bank, N. A.
Peter DeMaria, Senior Vice President/Regional Manager, Chase Business Credit
David McIlroy, Senior Business Development Officer, Bank of America Business Capital

PANEL 2 -Current Transactional Issues in Commercial Lending

  • Types of Structuring
  • Due Diligence
  • Financial Reporting and Covenants

Panelists:
Moderator,
Paul H. Shur, Partner, Windels Marx Lane & Mittendorf, LLP
Joseph A. Accardi, NY/NJ Market Leader – ABL Division, Sovereign Bank, N.A.
Stephen M. Leavenworth, Sr. Vice President, Sterling National Bank
Andrew H. Moser, President, Salus Capital Partners
Abby E. Parsonnet, Regional President- Metro New York, Webster Bank
Cyntra Trani, Managing Director - ABL, TD Bank, N.A.

PANEL 3 - Legal Issues for Consideration

  • Lenders
  • Borrowers

Panelists:
Moderator, Paul H. Shur, Partner, Windels Marx Lane & Mittendorf, LLP
Jonathan N. Helfat, Partner, P.C
Jonathan Bodner, Associate, Ruskin Moscou Faltischek, PC

AGENDA:
11:00am -11:30am Registration & Networking
11:30am -12:20pm Panel 1
12:30pm - 12:50pm Lunch
12:50pm - 2:00pm  Panel 2
2:00pm   - 3:00pm  Panel 3

3 CPE Credits will be available

Please contact NYIC at 917-338-7000 or www.instituteofcredit.org to learn more about sponsorship opportunities and other membership benefits
NYIC • 405 Lexington Avenue, 26th Floor• New York, NY 10174 • 917-338-7000