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.
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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 |
| Monday, August 29 |
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10:00 a.m.-11:30 p.m.
Certification Exam - Held via ICBA online portal for those enrolled in CCLO certification program |
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
The Commercial Lending Institute will be held at the:
7901 34th Ave S.
Bloomington MN 55425
952-854-1000
If making your reservation by phone, mention the ICBA group name and code: ICBA Commercial Lending Institute/Group Code: CLD to secure the ICBA preferred room rate of $164. ICBA’s room block expires after July 30, 2022.
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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 once the bank has received event materials or 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.
