Advanced Loan Review Seminar

Lending Paperwork

Advanced Loan Review Seminar

Apr 25 - Apr 26, 2024 | Livestream Seminar

This advanced session builds on the materials presented in the Loan Review Seminar to take your analysis skills to the next level. Learn about the common loan level challenges, such as the intricacies of computing global cash flows for businesses and their guarantors. Discuss portfolio topics such as concentrations, changes in loan terms, trends in the economy and their impact on your loan review. Engage in lively exchanges as we debate the pros and cons of lending to companies with strong cash flows and weak collateral versus organizations with weak cash flow and strong collateral.

Learning Objectives

  • Move beyond the calculations and gain a thorough understanding of credit administration review.

  • Analyze enhanced credit risk monitoring (stress testing, concentrations of credit).

  • Understand global cash flow analysis.

  • Review agricultural credit.

  • Perform collateral valuation updates.

  • Examine advanced problem loan management.

  • Navigate regulatory enforcement actions.

Use the discount code MULTI_LR and receive $100 off when you register for both the Loan Review and Advanced Loan Review sessions!

Date
Information (Central Time unless otherwise noted)
Thursday, April 25
Program

8:30 a.m. - 12:00 p.m.

  • Beyond the Calculations – Credit Administration Review

  • Enhanced Credit Risk Monitoring (Stress Testing, Concentrations of Credit)

Lunch

12:00 p.m. – 12:30 p.m

Program

12:30 p.m. - 4:30 p.m.

  • Global Cash Flow Analysis

  • Reviewing Agricultural Credit

Friday, April 26
Program

8:30 a.m. - 12:00 p.m.

  • Collateral Valuation Updates

  • Advanced Problem Loan Management

  • Navigating Regulatory Enforcement Actions

Pricing

ICBA Member Early Bird Price (Ends March 25, 2024): $595

ICBA Members: $695

Non-Members: $795

Non-Bankers* : $1,195

Bank Director Program Members: $495

Bank Director Program Non-Members: $595

Use the discount code MULTI_LR and receive $100 off when you register for both the Loan Review and Advanced Loan Review sessions!

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 any staff with loan review duties

Prerequisites: No previous experience and training necessary.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Live

CPE Credit Hours: 13

Erica Crain

Erica Crain

Managing Principal Value & Risk Services

CliftonLarsonAllen

group avatar horizontal

Dustin R. Morris

Director

CliftonLarsonAllen

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.