Bank Credit Portfolio Management for Senior Managers Seminar

Business Credit Accounting

Bank Credit Portfolio Management for Senior Managers Seminar

Jun 6, 2024 | Livestream Seminar

Essential for anyone who oversees their bank’s credit portfolio. The foundation for effectively managing your bank’s credit portfolio is understanding your bank’s core credit priorities as well as recognizing the credit culture that is needed and maintained in your bank.

Learning objectives:

  • Understand your core credit priorities and managing the credit culture.
  • Direct the approval process from initial contact to closing.
  • Measure the portfolio through accessing the right reports as well as the use of tolerance bands.

Information (Central Time unless otherwise noted)
Thursday, June 6
Addressing Your Policy, The Intersection of The Core Credit Priorities and Your Credit Culture Process, Systems, People, Efficient Credit Flow

8:00 a.m. - 12:00 p.m.

Measuring What You Have with What You Want

  • Addressing Pipelines
  • Your Role in Site Visits
  • Gate Keeping
  • Proper Approval Etiquette
  • Controlling Credit Committee

Monitoring The Portfolio

  • By Lender
  • By Loan Type
  • By Industry
  • By Tolerance Bands

When Things Tip

  • Early Warning Signs
  • Bandwidths
  • Options

Lender Relations


ICBA Member Early Bird Price (Ends May 6, 2024): $395

ICBA Members: $495

Non-Members: $595

Non-Banker* : $695

Bank Director Program Members: $295

Bank Director Program Non-Members: $395

Printable Registration Form

*Attendance may be subject to ICBA approval.

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to event attendance.
  • 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.
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.

This event is not recorded. For more information, call 800-422-7285.

Livestream Seminar

Upon registration you will receive an email from ICBA confirming your registration, the dates of the event and a calendar invitation for the event. Approximately 1-2 weeks prior to the event start date, you will receive an email from an ICBA representative containing detailed information including event times and the meeting link.

Who should attend: CEO, President, CFO, CLO, Senior Lenders, Senior Credit Managers

Prerequisites: Basic knowledge of credit issues

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Live

CPE Credit Hours: 4.5

brad stevens
Brad Stevens


Stevens Risk Management LLC

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy

Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.