Credit Analyst Institute Winter 2021 - Virtual

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Jan 26 - Jan 29, 2021

$1,395

The role of a credit analyst has evolved into a critical function at today's community banks. We have taken unprecedented steps to develop this certification program for credit analysts which will focus on the necessary financial analysis skills needed by today's credit analysts, but will also address the additional expertise vital to a community bank's overall lending success.

Industry experts will present information in an engaging and tangible manner for all attendees. As a participant you will:

  • Discuss key functions including financial analysis, overall business risk, and customer relationship needs.
  • Enhance your knowledge of legal landmines and exposures in your credit memo.
  • Identify strategic strengths and weaknesses of a credit request.
  • Enrich your understanding of covenant tracking and loan file documentation requirements.
  • Learn to stay ahead of potential compliance exposures in your credit portfolio.
  • Develop financial, analytical, and business writing skills.

If you decide to enroll in the certification testing after you register for the class, please contact a Community Banker University representative at 800-422-7285.

All times stated are Central Time.

Tuesday, Jan. 26

8:30 a.m.-Noon: Financial Analysis - Introductions/Case Study Exercise

Noon-12:30 p.m.: Lunch

12:30 p.m.-5:30 p.m.: Financial Statement Analysis / Common Sizing Exercise / Ratios Exercise / Homework / PFS Exercise / Case Study Exercise

Wednesday, Jan. 27

8:30 a.m.-Noon: Cash Analysis Tools / Cash Drivers / Cash to Cash Cycle Exercise / Cash Cycle / Cash Flow Exercise

Noon-12:30 p.m.: Lunch

12:30-5:30 p.m.: Legal Considerations / Documentation / Covenant Tracking & Monitoring/ MIS Report Generation / Role of Credit Memo / Lender Liability Legal /Compliance Lender Liability / Documentation Overview / UCC Issues - File, Monitor, Preparation, etc. / Compliance Overview - CX Considerations in Credit Analyst Role

Thursday, Jan. 28

8:30 a.m.– Noon: Credit Analysis / Marketplace Analysis / Industry Analysis / 

Noon –12:30 p.m.: Lunch

12:30 p.m.– 4:30 p.m.: Business Analysis / Management Analysis / Case Study Exercise Final Comments & Credit Memo Conclusion

Friday, Jan. 29

8:30 a.m. – 9:45 a.m.: Certification Exam*

*Exam given to those enrolled in the Certified Credit Analyst program.

ICBA Member: $1,395 (with testing fee $1,545)
Nonmember: $1,795 (with testing fee $2,045)
Nonbanker: $2,195 (with testing fee $2,445)

Certification Testing Fees:
ICBA Member: $150
Nonmember: $250

NOTE: Registration fee is valid for one connection, only for the individual registered. For more information, call 800-422-7285.

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Credit Analyst Certification (CCBCA)

CBU_0710A19_Certification eBadging Icons_CCBCA

Designation: Certified Community Bank Credit Analyst (CCBCA)

Requirement: Attend Credit Analyst Institute; obtain (15) Continuing Professional Education credits every two years thereafter.

The role of a credit analyst has evolved into a critical function in today's community banks. This program focuses on the necessary financial analysis skills needed by today's credit analysts, and addresses the additional expertise vital to a community bank's overall lending success.

Brad Stevens

Stevens Risk Management LLC

Doc Bodine

Gerrish Smith Tuck

Who should attend: Credit analysts, credit review professionals, lenders, branch managers, and small business lenders.

Program Level: Intermediate

Prerequisites: No previous experience and training necessary.
Delivery Method: Group-Live
Printable Registration Form

REGISTRATION CANCELLATION
If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. A substitute registration will be accepted. No refunds will be issued after the event start date.

Attendance at all ICBA programs will be considered on a first come, first served basis. If the program is cancelled, ICBA’s liability is limited to the registration fee. For additional questions contact ICBA at 800-422-7285.

CONSENT TO USE OF PHOTOS & VIDEO CONTENT
Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions and audio files/recordings of and at such events and activities.

This live digital course is for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.