Credit Analyst Institute Winter 2021 - Virtual

Event Square

Jan. 26 - Jan 29

Prices Start At $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-1:00 p.m.: Lunch

1:00 p.m.-5:30 p.m.: Financial Statement Analysis / Common Sizing Exercise / Ratios Exercise / Homework / PFS Exercise / Case Study Exercise / Study for Exam #1

Wednesday, Jan. 27

8:00-9:00 a.m.: Exam #1*

9:00 a.m.-Noon: Cash Analysis Tools / Cash Drivers / Cash to Cash Cycle Exercise / Cash Cycle / Cash Flow Exercise

1:00-5:30 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

8:00-11:00 a.m.: Credit Analysis / Marketplace Analysis / Industry Analysis / Business Analysis / Management Analysis / Case Study Exercise

11:00 a.m.-Noon: Final Comments & Credit Memo Conclusion

Noon-1:00 p.m.: Exam #2*

Friday, Jan. 29

8:30-9:45 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.

28

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

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