CEMP Webinar 02 Recording Strategic Portfolio Management: Enhancing Value Through Comprehensive Analysis

Webinar Description

An in-depth webinar on Web Portfolio Management, where we will explore the critical components of effectively managing and monitoring your portfolio. This session is designed for finance professionals, asset managers, and anyone involved in portfolio oversight who seeks to enhance their understanding of key processes and best practices.

Key Topics:

1. Reporting Requirements: Understand the essential reporting protocols and how to ensure compliance with industry standards.
2. Residual Realization Analysis: Gain insights into analyzing and maximizing the residual value of assets within your portfolio.
3. Annual Impairment Review: Learn the nuances of conducting annual impairment reviews, including assessments under CECL, ASC 360, and ASC 842 standards, with a focus on end-of-term values.
4. Credit Downgrades: Explore strategies for assessing and managing the impact of credit downgrades on current asset values.
5. Portfolio Risk Analysis: Delve into comprehensive risk analysis techniques to safeguard your portfolio against potential downturns.
6. Monitoring Portfolio Concentrations: Discover how to effectively monitor and manage portfolio concentrations across industries, equipment types, and customer segments to mitigate risks and optimize returns.

Whether you're looking to refine your existing portfolio management practices or gain new insights, this webinar will provide valuable knowledge and actionable strategies.

Learning Objectives

1. Understand Reporting Requirements Participants will be able to identify and apply essential reporting protocols to ensure compliance with industry standards in portfolio management.
2. Analyze Residual Value of Assets Participants will gain the ability to conduct residual realization analysis and maximize the residual value of assets within their portfolio.
3. Conduct Annual Impairment Reviews Participants will learn how to perform annual impairment reviews in alignment with CECL, ASC 360, and ASC 842 standards, with a focus on assessing end-of-term asset values.
4. Manage Credit Downgrades Participants will develop strategies to assess and mitigate the impact of credit downgrades on the current value of portfolio assets.
5. Perform Portfolio Risk Analysis Participants will be able to execute comprehensive risk analysis techniques to protect their portfolios against potential market downturns.
6. Monitor and Manage Portfolio Concentrations Participants will learn methods for effectively monitoring and managing portfolio concentrations across industries, equipment types, and customer segments to minimize risks and maximize returns.

These objectives will help attendees gain practical knowledge and tools to optimize portfolio management strategies.

Course Audience

Leasing companies, credit officers, banks, attorneys, management associations, ELFA, equipment managers

Continuing Education (CE) Information

This webinar will award 2.4 CE hours.

If you are a designated member of the American Society of Appraisers, CE credit will automatically be entered into your record ONLY if you participate in the live webinar. Please allow approximately 2 weeks post-webinar for ASA to notify participants via email regarding a certificate of completion.