ICBA's Commercial Lending Institute teaches you to efficiently identify and analyze opportunities, assess, and mitigate risks, and structure and manage commercial loans.
Leave the institute with new insights that will ensure you are prepared to build strong relationships and conduct credit-focused, high-value conversations with commercial clients.
This institute will be held in-person. The location is to be announced.
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All times stated are Central Time. |
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| Sunday, Aug. 21 |
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1:30 p.m. – 2:00 p.m. Registration 2:00 p.m. – 5:00 p.m. Program
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| Monday, Aug. 22 |
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8:00 a.m.– Noon Program Noon – 1:00 p.m. Lunch 1:00 p.m. – 5:00 p.m. Program Congratulations! You’re Our New Commercial Loan Officer
Loan Underwriting & Analysis Basics
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| Tuesday, Aug. 23 |
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9:00 a.m. – Noon Program Noon – 1:00 p.m. Lunch 1:00 p.m. – 5:00 p.m. Program Credit Analysis & Building the Loan Package • Basics and Structure of a Loan Request • Key facts for Customer, Industry, Strengths & Weaknesses • Business Financial Analysis • Guarantor Financial Analysis Group Case Studies on Loan Requests |
| Wednesday, Aug. 24 |
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8:00 a.m. – Noon Program Noon –1:00 p.m. Lunch 1:00 p.m. – 5:00 p.m. Program • Collateral Pricing • Loan Covenant • Commitment Letters • Loan Management & Monitoring |
| Thursday, Aug. 25 |
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8:00 a.m. – Noon Program Noon –1:00 p.m. Lunch 1:00 p.m. – 5:00 p.m. Program Legal Issues
Case Study Presentation
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| Friday, Aug. 26 |
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8:00 a.m. – Noon Program Noon – Adjourn
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ICBA Member: $1,995 (with testing fee $2,195)
Nonmember: $2,595 (with testing fee $2,895)
Nonbanker: $3,495 (with testing fee $3,895)
Certification Testing Fees:
ICBA Member: $200
Non-Member: $300
Non-Banker: $400
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Designation: Certified Commercial Loan Officer (CCLO)
Requirement: Commercial Lending Institute; (15) Continuing Professional Education credits required every two years.
Loans are the most significant risk in most bank portfolios. This program assists in developing the necessary credit skills to maintain and manage a commercial credit portfolio as well as the analytical processes needed to reach a conclusion about the borrower's repayment ability.
Delivery Method: Group Live
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.
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image and/or voice in photographs, videos, digital media, electronic reproductions and audio files/recordings of and at such events and activities.
