COMMUNITY BANKER UNIVERSITY

Lending Training

With more than 300 online training courses, dozens of seminars and certification programs, timely webinars and audio conferences, training manuals and access to on-demand content, you have the power to choose the Community Banker University learning experience that's right for you.

Lending Training
Certification

Consumer Lending Certification (CCBCL)

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Designation: Certified Community Bank Consumer Lender (CCBCL)

Requirement: Consumer Lending Institute; (15) Continuing Professional Education credits required every two years.

Consumer lending presents a unique set of challenges by combining credit risk process with regulatory process. This program addresses the consumer lending decision and making sense of each step by covering the application process, financial statement analysis, credit analysis, loan structure, compliance, documentation procedures and closing.

Lending Events and Webinars

Type of Event
Category
Find by Date
Name Type Date Info

Advanced Tax Return Analysis

Executive C-Suite Training ICBA Webinar Lending

Webinar Dec 13, 2022 Register

Troubled Loans and Credit Management Seminar

Lending Operations

Seminar - Virtual Feb 22, 2023 Register

Credit Analyst Institute

Auditing Credit Analyst Certification Executive C-Suite Training Lending

Seminar - Virtual Mar 28, 2023 Register

Commercial Lending Institute

Executive C-Suite Training Lending Lending Certification

Seminar - Virtual Apr 4, 2023 Register

Advanced Loan Review Seminar

Lending

Seminar - Virtual Apr 20, 2023 Register

Financial Statement Analysis Seminar

Auditing Lending

Seminar - Virtual May 16, 2023 Register

Compliance Institute

Compliance Compliance Certification Deposit/Operations/Payments Lending Operations

Seminar - Virtual Jun 6, 2023 Register
Event Type Date Info
Certification

Commercial Lending Certification (CCLO)

CBU_0710A19_Certification eBadging Icons_CCLO

Designation: Certified Commercial Loan Officer (CCLO)

Requirement: Commercial Lending Institute; (15) Continuing Professional Education credits required every two years.

Loans are the most significant risk in most bank portfolios. This program assists in developing the necessary credit skills to maintain and manage a commercial credit portfolio as well as the analytical processes needed to reach a conclusion about the borrower's repayment ability. 

Certification

Credit Analyst Certification (CCBCA)

CBU_0710A19_Certification eBadging Icons_CCBCA

Designation: Certified Community Bank Credit Analyst (CCBCA)

Requirement: Credit Analyst Institute; (15) Continuing Professional Education credits required every two years.

The role of a credit analyst has evolved into a critical function in today's community banks. This program focuses on the necessary financial analysis skills needed by today's credit analysts, and addresses the additional expertise vital to a community bank's overall lending success.

Order Past Webinars and Other Resources

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Webinar On Demand

Advanced Financial Statement and Cash Flow Analysis 2022 (MP4)

Attend this proactive webinar and learn a comprehensive approach to financial statement and cash flow analysis. The session will begin with analyzing the four financial statements- Income Statement, Statement of Retained Earnings, Balance Sheet, and Statement of Cash Flows.
ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Advanced Tax Return Analysis 2022 (MP4)

This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.
ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Agriculture Lending Risks (MP4)

A brief overview of the risks of agriculture lending which includes assessing farm management, review of the market impacts, what to look for on the balance sheet and schedule F as well as a quick run down of the various loan structures to be used.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

BaaS, Online Lending & Digital Banking (MP4)

In light of latent asset quality concerns and stock market valuations that have hammered the financial services sector, Bank M&A has slowed significantly. Moreover, COVID has dramatically increased the transformation to digital banking. Recorded March 29, 2022

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Online Training

Bank Secrecy Act: Lenders & Loan Operations

The Bank Secrecy Act (BSA) is one of the main tools the Federal Government uses to combat financial crimes and terrorist activity. The BSA requires banks to assist in preventing crime by enacting sound policies regarding reporting, recordkeeping, and monitoring of potentially criminal activity. This course is intended for those involved in all aspects of the loan process. This includes lenders, loan operations, lending assistants, and credit departments. 
ICBA Member - $179.00
Non-Member - $299.00
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Webinar On Demand

Basic Personal & Business Tax Return Analysis 2022 (MP4)

Recorded February 8, 2022
ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Basics of Banking: An Overview 2022 (MP4)

Recorded January 5, 2022

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

BSA Update 2022 - Part 1 (MP4)

During this one-hour webinar, your presenters, Kristen Ritter and Clint Jay from TIB Consulting Solutions, will provide a regulatory update and share common issues that have been creeping up in examination findings so that you can anticipate possible areas of concern and improve your procedures and controls. Recorded May 12, 2022

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

BSA Update 2022 - Part 2 (MP4)

During this 60 minute webinar, your presenters, Kristen Ritter and Clint Jay from TIB Consulting Solutions, will provide regulatory updates and share common issues that regularly come up. November 1, 2022

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Buy Now Pay Later - What Community Banks Need to Know (MP4)

In this quick "lunch and learn" video, Deborah Phillips, Senior Vice President, Payments & Technology Policy, ICBA and Senior Vice President, Industry Relations, ICBA Bancard breaks down the what, why, and how of Buy Now Pay Later (BNPL) with Scott Broughton, Senior Vice President, Marketing and Client Engagement, ICBA Bancard.

Free
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Webinar On Demand

Capital and Liquidity Opportunities for MDI’s (MP4)

Together we analyze the MDI industry’s competitive advantages and collective challenges. We also present suggestions for improvements for capital management and a complimentary, bank-specific study to aid management in evaluating investment opportunities for MDI’s.
Free
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Webinar On Demand

Commercial and Industrial (C&I) Lending in Today’s Competitive Market (MP4)

This webinar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Commercial Real Estate (CRE) Lending in Today's Economy (MP4)

This webinar will begin with a review of “commercial real estate” including types of properties and demand/supply in the “current” market. The session will then cover the entire “loan process” by which a commercial real estate (CRE) loan is marketed, underwritten, approved, documented, “closed,” and monitored.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Community Bank Capital Raising in Light of COVID-19 (MP4)

Recorded August 11, 2020 
ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Creating the Right ERM Program for YOUR Community Bank 2022 (MP4)

Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this 90-minute webinar is for you! Recorded May 3, 2022

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Credit Boot Camp Webinar Series

Recorded 2020

ICBA Members: $849
Nonmembers: $1349
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Credit Risk Basics (MP4)

An introductory primer on understanding the income statement and balance sheet of a commercial enterprise looking at four industries.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Credit Risk in Commercial Real Estate (MP4)

Rent rolls and cash flow are just the start in the risk of lending on commercial real estate. Whether it is owner occupied, investment or development, knowing what to look for will in terms of risk, will assist in avoiding headaches and losses in the future.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Financial Institution Security Update 2022 (MP4)

Topics covered: Crime Statistics, Working from Home Safeguards, Working from the Office Issues, New Banking Environment, COVID Fraud Developments, Risk & Vulnerability Assessments, Physical Security Assessments Recorded April 27, 2022

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Online Training

Harassment Prevention for Training Employees [US]

Sexual harassment and other forms of illegal discrimination are damaging to organizations, employees and society at large. This training will give employees a greater understanding of harassment and illegal discrimination, how they can be prevented, and the processes to follow when a complaint is made.
ICBA Member - $179.00
Non-Member - $299.00
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Webinar On Demand

How to Craft an Effective Commercial Loan Write-Up 2022 (MP4)

This webinar will cover the basics of how to craft an effective commercial loan write-up.This session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation).

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Online Training

Introduction to Consumer Lending

Consumer credit is an important element of the United States economy. A consumer’s ability to borrow money easily allows a well-managed economy to function more efficiently and stimulates economic growth. Typical purchases that are financed would include homes, cars, and recreational items. In this course we will discuss an overview of the different types of credit, the 5 C’s of credit, the loan process and consumer lending compliance.
ICBA Member - $179.00
Non-Member - $299.00
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Webinar On Demand

Introduction to Consumer Lending 2022 (MP4)

This webinar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit - capacity, capital, collateral, conditions, and character.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Online Training

Introduction to Lending Compliance

Banking laws and regulations have existed for decades however since the financial crisis beginning in 2008, the amount of regulations have grown significantly, mostly in part due to the enactment of the Dodd Frank Consumer Protection Act of 2010. It is imperative that lenders, loan operation staff, management and board of directors are aware the compliance rules when accepting and originating applications for credit at their banks. This course will provide an overview of the laws and regulations that affect the lending side of the bank. This course is intended for a variety of job whom work in the lending area of the bank, including loan assistants, credit departments, lenders, loan operations, management, and board of directors.
ICBA Member - $179.00
Non-Member - $299.00
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Webinar On Demand

Key Ratio Analysis: Calculating and Interpreting the Numbers Correctly! (MP4)

Ratios, ratios, and more ratios! What do they really mean? Many financial professionals, including bankers, use financial ratios on a regular basis. But do they always use the same ratios and more importantly, do they always interpret the ratios in the same manner?
 

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Loan Committee Presentation Skills Training 2022 (MP4)

How do you make an effective presentation to loan committee? How does it really work? How do you overcome the fear and intimidation factor? This session will also cover the “supporting” disciplines of negotiation skill building, communications, and “personal” marketing. The webinar concepts will be reinforced through a series of “mini” case studies.
 
ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Marijuana Banking Compliance 2020 (MP4)

Recorded: October 15, 2020

Length: 60 Minutes

Presenter: Kristen Ritter, TIB Bequeaith


ICBA Members: $219
Non-Members: $319
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Webinar On Demand

Negotiation Competence for Leaders in the Workplace

Leadership skills are critical to lead your own career; to lead others to greatness and to leave what’s “comfortable and safe” to move to new territory and adventure for yourself to flourish. Along with leadership comes courage…the courage to do all those things, plus negotiate for yourself in the workplace. Recorded June 9, 2022

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Strategic Planning for FI - It's All About Your Strategy (MP4)

Your institution is unique so your strategic plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, use strategies that no longer work, or just brainstorm based on emotion or intuition. November 29, 2022

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Tax Return Analysis (MP4)

Global cash flow analysis is a growing requirement in the commercial lending segment.  The hardest part of accurately calculating a borrower’s cash flow is the assessment of the tax returns.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

UCA Cash Flow Management (MP4)

This webinar introduces the attendee to the relationships that exist in the UCA cash flow model, picks out where the cash in the firm has been pooling, and assesses managements strengths and weakness in controlling cash.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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Webinar On Demand

Working with Troubled Credit (MP4)

Early identification of weakening credits is critical to managing credit risk. This overview defines the attributes of a declining credit, assists in determining exit or rehab as well as a brief look at action plans.

ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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