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Master the necessary financial analysis skills needed by today's credit analysts and the additional expertise vital to a community bank's overall lending success.
Through group discussion, case studies, workout plans and more, our industry experts will teach you the most important skills needed to perform your duties and advance your career as a credit analyst.
To earn the Certified Community Bank Credit Analyst (CCBCA) certification, you will be required to attend this program in its entirety, complete all assignments, and achieve a passing score on the certification exam(s). If you decide to enroll in the certification testing after you register for the class, please contact an ICBA Education representative at 800-422-7285.
Learning Objectives:
Understand key functions such as financial analysis, overall business risk, and customer relationship needs.
Be aware of legal landmines and exposures in your credit memo.
Identify strategic strengths and weaknesses of a credit request.
Enrich your understanding of covenant tracking and loan file documentation requirements.
Learn to stay ahead of potential compliance exposures in your credit portfolio.
Develop financial, analytical, and business writing skills.
1:30 p.m. - 2:00 p.m.
2:00 p.m. - 5:00 p.m.
8:00 a.m. – 12:00 p.m.
12:00 p.m. – 1:00 p.m.
1:00 p.m. – 5:00 p.m.
8:00 a.m. – 11:30 a.m.
11:30 a.m. – 12:30 p.m.
12:30 p.m. – 5:30 p.m.
Documentation/Covenant Tracking & Monitoring/MIS Report Generation/Role of Credit Memo/Lender Liability Legal Compliance – Lender Liability/Documentation Overview/UCC Issues-File, Monitor, Preparation, etc./Compliance Overview-CX Considerations in Credit Analyst Role
8:00 a.m. – 11:00 a.m.
11:00 a.m. – 11:30 a.m.
10:00 a.m. – 11:15 a.m.
ICBA Members: $1,699
Non-Members: $2,199
Non-Bankers* : $2,699
Certification Testing Fee: $500
*Attendance may be subject to ICBA approval.
This event is not recorded. For more information, call 800-422-7285.
2401 Bass Pro Drive
Grapevine, TX 76051
ICBA's room block expires July 12, 2024. Please book your room in advance of this date to ensure accommodations.
Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.
Who should attend: Credit analysts, credit review professionals, lenders, branch managers, and small business lenders
Prerequisites: Basic knowledge skills of credit analysts.
Advanced Preparation: Recommended-Complete complimentary pre-recorded course sent upon registration.
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Live
CPE Credit Hours: 27.5
Certification Offered: Certified Community Bank Credit Analyst (CCBCA)
President
Stevens Risk Management LLC
Gerrish Smith Tuck
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.
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.