UCC Portfolio Management for Lenders  

Webinar Details

Don’t miss this essential webinar for lenders! Learn how to strengthen your secured lending practices with a comprehensive approach to UCC portfolio management. We’ll cover the fundamentals of UCC Article 9, common pitfalls to avoid, best practices for filing and renewals, and how to leverage technology for greater efficiency.

This session provides a comprehensive overview of Uniform Commercial Code (UCC) portfolio management tailored for lenders. It will also touch briefly on using federal tax information in portfolio management.

Learning Objectives:

• Definition of UCC portfolio management
• The fundamentals of UCC Article 9 and its relevance to secured lending
• Definition of UCC portfolio management
• Common pitfalls in UCC management and how to avoid them
• Best practices for filing, tracking and renewing UCC-1 financing statements
• Importance of being aware of hidden tax debt
• Leveraging technology and third-party services for portfolio efficiency
• Regulatory considerations and Key Performance Indicators (KPIs)
• Action plan for lenders 

Meet the Host

Wendy Burbidge

SVP of Product Management

Wendy Burbidge is a Vice President of Product Management at Cogency Global Inc. specifically focusing on due diligence services for lenders.  Ms. Burbidge has extensive secured transactions experience and has been in the UCC service industry since 1996. She began her career servicing UCC search and filing requests and eventually because Vice President over Operations at Unisearch, Inc.  She has worked with countless lenders to customize their due diligence services and has provided the tools needed for them to be successful in accomplishing their requirements.  In December of 2022, when Unisearch was purchased by Cogency Global, Ms. Burbidge joined the Product Management team.  She has provided content for several Cogency Global blog articles and has covered tax transcripts in lending, UCC fixture filings, UCC terminations and purchase money security interests.

Read Full Bio

Wendy Burbidge

SVP of Product Management

Wendy Burbidge is a Vice President of Product Management at Cogency Global Inc. specifically focusing on due diligence services for lenders.  Ms. Burbidge has extensive secured transactions experience and has been in the UCC service industry since 1996. She began her career servicing UCC search and filing requests and eventually because Vice President over Operations at Unisearch, Inc.  She has worked with countless lenders to customize their due diligence services and has provided the tools needed for them to be successful in accomplishing their requirements.  In December of 2022, when Unisearch was purchased by Cogency Global, Ms. Burbidge joined the Product Management team.  She has provided content for several Cogency Global blog articles and has covered tax transcripts in lending, UCC fixture filings, UCC terminations and purchase money security interests.