Training and Certification Seminars
West Coast Schedule and Information
East Coast Schedule and Information
The standard classes offered are:
Fundamentals of Equipment Finance for the Pricing Professional
SuperTRUMP Fundamentals
Intermediate SuperTRUMP
Advanced SuperTRUMP
SuperTRUMP Integration
Fundamentals of Equipment Finance for the Pricing Professional
Geared toward new SuperTRUMP users needing the finance background to learn
SuperTRUMP. For certification, students must demonstrate an understanding
of basic lease finance terms including yields, risks, residual and related
concepts, as well as cash, tax and accounting considerations.
SuperTRUMP Fundamentals
For finance professionals new to SuperTRUMP. Students are certified to
price basic leases and loans and to print out and use various reports.
Prerequisite: Basic knowledge of finance or completion of Fundamentals of Equipment Finance for the Pricing Professional.
Intermediate SuperTRUMP
For those currently using SuperTRUMP to price basic leases and loans and
print out and interpret various reports. Students will gain a broad, working
knowledge of the program and its uses. Prerequisite: Basic knowledge of
SuperTRUMP or completion of SuperTRUMP Fundamentals.
Advanced SuperTRUMP
Students can choose two or three classes from a variety of topics. Certification
is given upon completion of each class. Prerequisite: extensive experience
with SuperTRUMP or completion of Intermediate SuperTRUMP. The following
are a few of the most popular classes::
Advanced Cash Flow Screen
Learn advanced uses of the Rent, Loan and Periodic Expense and Income screens, complex step-up structures, locking and targeting for one-off structures, "Inflation Factors", variable interest rates, mid-period rate changes, etc.
Asset Breakout
Learn how to use one of SuperTRUMP's latest additions, the ability to breakout assets and associate them with each of the other parameters, such as rents, fees, etc. This allows for asset level accounting and for simplified analysis of terminations in a multi-asset transaction.
Custom Reports
Learn how to customize reports using SuperTRUMP and how to create custom Word templates incorporating results that can be printed directly from SuperTRUMP.
EBOs & Termination Values
A look at how SuperTRUMP calculates Termination Values and Schedules, and how to price an Early Buy Out structure.
Expense Modeling
Learn techniques to capture fixed and variable expenses in pricing models; discuss issues and possible solutions beyond just targeting a yield sufficient to recapture expenses.
Lease Classification
Learn the ins and outs of classifying leases for taxes (true lease vs. conditional sale) and for accounting (capital vs. operating).
Lease Purchase
Discuss the methods built into SuperTRUMP to handle interest and rent accrued prior to the purchase date; manually work through a lease purchase example.
Like Kind Exchange (LKE)
Use SuperTRUMP’s LKE features to model the benefit of a given LKE tax deferral on a qualifying pricing.
Modeling for Business Forecasting
Use SuperTRUMP as a powerful forecasting tool to model "what if" scenarios for business projections; create portfolios of leases to model expected sales over given periods to analyze yields and expenses.
Optimization
The basics of setting up saw-toothed rent and debt structures to drive down the present value of rent or to enhance a yield.
Portfolio
Combine individual transactions in portfolios, modify selected transactions in various ways, perform sensitivities, analyze for sale or purchase and print reports on the portfolio.
Shadow Pricing
Do you have existing runs you need to enter into SuperTRUMP? We show how to shadow price a pre-paid/deferred structure with an EBO and possibly even a 467 loan.
SuperTRUMP Integration
For sales and pricing managers interested in learning how integration can benefit them. The future of SuperTRUMP integration with other software and customer web sites will be discussed. A demonstration of the XML interface and SuperTRUMP server is provided. Members of the Ivory team will be available afterward to discuss user-specific integration projects.
Syndication
Accurate pricing for the syndication of loans used to require hours at a spreadsheet. Learn to use SuperTRUMP to create and modify even the most complex syndication scenario in a few minutes.
