WR Seminar: Commercial Lending Institute
05/05/2013
- 05/10/2013
San Francisco, CA
Develop the necessary assessment skills to build, manage and maintain a successful, healthy commercial credit portfolio. This program covers the commercial credit decision-making process needed to reach a conclusion about the borrower's repayment ability. Prior cash flow analysis and financial statement analysis training is helpful.
Included in the price of the Institute is a highly recommended online training course entitled Finance Basics and Financial Statements. All participants are encouraged to take advantage of this free course prior to attending the Commercial Lending Institute.
Schedule:
| Sunday, May 5 |
| 1:30 - 2:00 pm |
Registration |
| 2:00 - 5:00 pm |
Welcome, Introductions and Program |
| 5:30 - 7:00 pm |
Reception |
Topics Covered:
- Commercial Bank Overview
- Commercial Lending Overview
- IASM Framework Overview
- Case Study
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| Monday, May 6 |
| 8:00 - Noon |
Program |
| Noon - 1:00 pm |
Lunch |
| 1:00 - 5:00 pm |
Program |
Topics Covered:
- IASM-Information
- Qualifying the Customer
- Decision Making Information
- IASM-Analysis
- Industry Risk
- Marketplace Risk
- Business Risk
- Management Risk
- Case Study
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| Tuesday, May 7 |
| 8:00 - 9:00 am |
Certification Exam* |
| 9:00 am - Noon |
Program |
| Noon - 1:00 pm |
Lunch |
| 1:00 - 5:00 pm |
Program |
Topics Covered:
- Cash-to-Cash Cycle
- IASM-Analysis
- Financial Statements
- Ratios
- Cash Flow
- Case Study Exercise
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| Wednesday, May 8 |
| 8:00 am - Noon |
Program |
| Noon - 1:00 pm |
Lunch |
| 1:00 - 5:00 pm |
Program |
Topics Covered:
- IASM-Structure
- Collateral
- Covenants
- Pricing
- IASM-Monitoring
- Loan Management
- Relationship Development
- Case Study
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| Thursday, May 9 |
| 8:00 - Noon |
Program |
| Noon - 1:00 pm |
Lunch |
| 1:00 - 5:00 pm |
Program |
Topics Covered:
- Legal Issues
- Loan Documentation
- Lender Liability
- Collateral
- Case Presentation Preparation
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| Friday, May 10 |
| 8:00 - 9:00 am |
Certification Exam* |
| 9:00 am - Noon |
Program |
| Noon |
Adjourn |
Topics Covered:
- Final Case Preparation
- Loan Case Study Presentations
*Exam given to those enrolled in the Certified Commercial Loan Officer program.
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Instructor: Jeff Judy
Jeff Judy is a bank organizational management consultant. His focus is increased institutional performance through strategic analysis of bank activities. Jeff has an extensive background in lending and credit administration, providing the basis for his experience and expertise. Jeff is a frequent instructor at the Pacific Coast Banking School.
Who should attend: Community bank personnel who have less than five years commercial lending experience, are assuming commercial lending responsibilities, or are looking to refresh their commercial lending skills.
Member: $1,795
Nonmember: $2,395
CERTIFICATION TESTING FEE
Member: $50
Nonmember: $100
42 CPE Credits
Program Level: Basic-Intermediate
Certification Designation: Certified Community Bank Commercial Lender (CCLO)
Hotel Information:
DoubleTree by Hilton San Francisco Airport
835 Airport Boulevard
Burlingame, CA 94010
Room rate: $159 plus tax
Phone: (650) 344-5500
Cutoff date: April 30
For more information, call 800-422-7285.
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