Unlimited Webinar Pass
One price for the whole bank
| Date: | Information: Livestream events are Central Time / In-person events are location's local time. |
|---|---|
| Monday, Aug 16 |
1:30 p.m. – 2:00 p.m. Registration 2:00 p.m. – 5:00 p.m. Financial Analysis and Review of Case Studies |
| Tuesday, Aug 17 |
8:00 a.m. – 11:30 a.m. Financial Analysis cont./ Discuss Case Study Exercise 11:30 a.m. – 12:30 p.m. Lunch 12:30 p.m. – 5:30 p.m. Legal Considerations:
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| Wednesday, Aug 18 |
8:00 a.m. – 12:00 p.m.
12:00 p.m. – 1:00 p.m. Lunch 1:00 p.m. – 5:00 p.m. Cash Analysis Tools - Cash Drivers/Cash to Cash Cycle Exercise/Cash Cycle/Cash Flow Exercise |
| Thursday, Aug 19 |
8:00 a.m. – 11:00 a.m. Credit Analysis - Marketplace Analysis/Industry Analysis/Business Analysis/Management Analysis/Case Study Exercise 11:00 a.m. – 11:30 a.m. Credit Memo Conclusion & Final Comments |
| Monday, Aug 23 |
10:00 a.m. – 11:15 a.m. Certification Exam - Held via ICBA online portal for those enrolled in the Certified Community Bank Credit Analyst (CCBCA) certification program. The certification exam will be available following the conclusion of the institute. You will be able to access and complete the exam any time after the institute adjourns. However, you must complete the exam no later than the exam time shown above. The exam is timed, and you will be allotted the same amount of time to complete the exam no matter when you choose to take it. Note - If you do not pass the exam, you will have the opportunity to retake the exam on a future retake date. |
| Audience | Price |
|---|---|
ICBA Member |
$ 1,899.00 |
Non-Member |
$ 2,399.00 |
Non-Banker* |
$ 2,999.00 |
*Attendance may be subject to ICBA approval.
For attendance and cancellation policies see Disclaimers
Barnsley Gardens
597 Barnsley Gardens Road Adairsville GA
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Who should attend: |
Lending, Ag Lending, Business Banking, Consumer Lending, Commercial Lending, Credit Administration, Mortgage Lending, Operations - Loan, Chief Finance: i.e. CFO, Controller |
|
Prerequisites: |
Basic knowledge of credit analysis. |
|
Advanced Preparation: |
None |
|
Program Level: |
Intermediate |
|
Field of Study: |
Specialized Knowledge |
|
Delivery Method: |
Group |
|
Continuing Professional |
25.50 hrs |
Brad StevensOpens in a new tab
President
Stevens Risk Management LLC
Cliston 'Doc' BodineOpens in a new tab
Managing Director
Gerrish Smith Tuck
Attendance and Cancellation Policy
- Full payment is required prior to event attendance.
- Registration fee is valid for only the individual registered. Each attendee must register.
- A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed.
- 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.
- No refunds will be issued once the bank has received event materials or after the event start date.
- If the program is canceled by ICBA, ICBA’s liability is limited to the registration fee.
- 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 or email education@icba.org.
Continuing Professional Education Credit (CPE) Requirements
To receive full CPE credit for the in-person event you must meet the following requirements:
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Sign in daily. The sign-in sheet will be located on the registration table outside of the conference room.
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Attend the session in its entirety.
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Participate in all group activities and projects.
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In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.
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 PolicySuitcasing 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.
Recording Disclaimer
Live courses are for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.
Consent to User 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.
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 web site: www.NASBARegistry.org.