Improving Your Credit Committee Presentations, Effective Communication of the Risk

Risk Management Square

Improving Your Credit Committee Presentations, Effective Communication of the Risk

Dec 7, 2023 | 11:00 am ET • 10:00 am CT | Webinar

Presenting before your credit committee does not have to be a daunting task. All strong credit committee presentations begin with a comprehensive write-up. You need to understand the reason for the borrower's cash shortfall, the self-liquidating asset that will repay the financing, as well as the risks that are central to the repayment capability.

Learn how to find the source of the cash shortfall, the true reason for the loan request, the repayment source, and how to describe it. Then, discover how to make and present a smooth presentation for your committee that will assure the decision makers that you know your client well and are truly managing the credit risk associated with the relationship.

Learning Objectives

  • Learn how to find the source of the cash shortfall, the true reason for the loan request, and understand the repayment source.
  • Discover how to explain a credit presentation to your committee.
  • Gain confidence when presenting the credit risk to the decision makers.

Duration: 60-minutes

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Pricing

ICBA Members: $199

Nonmembers: $299

Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Attendance & Cancellation Policy:

  • Full payment is required prior to live webinar attendance. Digital products will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

Who should attend: Commercial Lenders, Credit Analysts, Loan Documentation Specialists, Relationship Managers, Branch Managers, Private Bankers, Business Development Officers

Prerequisites: None

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

CPE Credit Hours: 1

Continuing Professional Education Credit (CPE) Requirements (if applicable)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

For more information, call 800-422-7285 or email education@icba.org.

NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

brad stevens
Brad Stevens

President

Stevens Risk Management LLC

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