Commercial Lending Institute

11/01/2009 - 11/06/2009

Phoenix, AZ

Develop the necessary lending skills to manage and maintain a successful, healthy commercial loan portfolio. This program covers the analytical processes needed to reach a conclusion about the borrower’s repayment ability. Prior cash flow analysis and financial statement analysis training is helpful.

Included in the price of the Institute is a highly recommended online training course entitled Finance Basics and Financial Statements. All participants are encouraged to take advantage of this free course prior to attending the Commercial Lending Institute.

Sunday, November 1

1:00 - 2:00 pm 2:00 - 5:00 pm 5:30 - 7:00 pm	Registration Welcome, Introductions and Program Reception

Topics Covered:

• Commercial Bank Overview
  • Commercial Lending Overview
  • IASM Framework Overview
  • Case Study

Monday, November 2

8:00 - Noon Noon - 1:00 pm 1:00 - 5:00 pm	Program Lunch Program

Topics Covered:

• IASM—Information
  • Qualifying the Customer
  • Decision Making Information
• IASM—Analysis
  • Industry Risk
  • Marketplace Risk
  • Business Risk
  • Management Risk
• Case Study

Tuesday, November 3

8:00 - 9:00 am 9:00 am - Noon Noon - 1:00 pm 1:00 - 5:00 pm	Certification Exam* Program Lunch Program

Topics Covered:

• Cash-to-Cash Cycle
• IASM—Analysis
  • Financial Statements
  • Ratios
  • Cash Flow
• Case Study Exercise

Wednesday, November 4

8:00 am - Noon Noon - 1:00 pm 1:00 - 5:00 pm	Program Lunch Program

Topics Covered:

• IASM—Structure
  • Collateral
  • Covenants
  • Pricing
• IASM—Monitoring
  • Loan Management
  • Relationship Development
• Case Study

Thursday, November 5

8:00 am - Noon Noon - 1:00 pm 1:00 - 5:00 pm	Program Lunch Program

Topics Covered:

• Legal Issues
  • Loan Documentation
  • Lender Liability
  • Collateral
• Case Presentation Preparation

Friday, November 6

8:00 - 9:00 am 9:00 am - Noon Noon	Certification Exam* Program Adjourn

Topics Covered:

• Final Case Preparation
• Loan Case Study Presentations

*Exam given to those enrolled in the Certified Commercial Bank Loan Officer program.

Instructor: Jeff Judy

Who should attend: Personnel who have less than five years' commercial lending experience, are assuming commercial lending responsibilities, or are looking to refresh their commercial lending skills

FEES
ICBA Member: $1,795
Nonmember: $2,395

CERTIFICATION TESTING FEE
ICBA Member: $50
Nonmember: $100

42 CPE Credits
Program Level: Basic-Intermediate

Hotel Information:
To make your hotel reservations, contact Embassy Suites Hotel Phoenix-Scottsdale at (602) 765-5800.
Rate: $169.00
Reservation Deadline: 10/9/2009

For more information, call 800-422-7285.

Register online now! Online payment now accepted! If you do not wish to pay online, please use the printable registration form.

 

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