Credit Portfolio Management for Bankers Seminar

Credit Card Spending

Credit Portfolio Management for Bankers Seminar

Jun 6, 2024 | Livestream Seminar

For individual bankers and lenders, taking ownership of their portfolio is essential to success. This includes being able to communicate the level of credit risk in their individual portfolio, monitoring their portfolio, and uncovering ways to recognize the early indicators of change in the portfolio.

Learning objectives:

  • Understand your core credit priorities and credit culture.
  • Recognize the credit risk in your portfolio.
  • Utilize the tools to build the right portfolio for you and your bank.
  • Learn techniques for measuring your portfolio to quickly and appropriately react.

Information (Central Time unless otherwise noted)
Thursday, June 6
Program information coming soon!

1:00 p.m.- 5:00 p.m.

  • Understanding Your Banks Credit Culture and Policy, What They Really Want!
  • Reviewing Core Credit Principles
  • Picking The Right Prospects, Key Practices on Building Your Portfolio
  • Maintaining Portfolio Diversification, Treating Your Portfolio as it is Your Business
  • Navigating the Approval Process
  • Managing Credit Risk, Prospect to Last Payment
  • Culling the Herd When Necessary
  • Measuring Your Portfolio


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: Credit analysts, credit review professionals, lenders, branch managers and small business lenders.

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

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.