Loan Review Seminar

troubled-loans

Loan Review Seminar

Apr 22 - Apr 23, 2025 | Livestream Seminar

The loan review process is critical to the success of any community bank. This process must be structured and requires policies and procedures to ensure timely identification of problem credits, asset quality, and accuracy. The process must also include well-defined classification guidelines to ensure consistent loan ratings.

This fast-paced course will challenge your understanding of credit review in today's banking environment.

Learning Objectives:

  • Identify the elements of an effective loan review process.

  • Gain familiarity with risk rating systems.

  • Know how to conduct basic cash flow analysis.

  • Understand and improve credit write-ups.

  • Learn how to conduct appraisal reviews.

  • Know the hallmarks of problem loans.

Receive $100 off when you register for both the Loan Review and Advanced Loan Review sessions!

Date
Information (Central Time unless otherwise noted)
Tuesday, April 22

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

  • Introductions

  • Elements of an Effective Loan Review Process

  • Risk Rating Systems

Lunch

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

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

  • Basic Cash Flow Analysis

  • Understanding and improving credit write-ups

  • Loan Review Case Studies

Wednesday, April 23

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

  • Appraisal Review

  • Problem Loans

  • Transitioning from Allowance to Loan and Lease Losses (ALLL) to Current Expected Credit Losses (CECL)

Pricing

ICBA Members: $695

Non-Members: $795

Non-Bankers* : $1,195

Bank Director Program Members: $495

Bank Director Program Non-Members: $595

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

  • 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.

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

 Continuing Professional Education (CPE) Credit Hours: 12


Continuing Professional Education Credit (CPE) Requirements

To receive full CPE credit for ICBA livestream event you must meet the following requirements: 

  • Enter your full name when joining the event in Zoom. Your Zoom session must display your full name and match the registration. 
  • Attend the livestream session with camera on for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.  
  • Participate in all group activities and breakout rooms.  
  • If the program is canceled by ICBA, ICBA’s liability is limited to the registration fee.
  • Answer all poll questions displayed during the session. If you are unable to answer the poll questions within the poll feature, submit your answer in the chat.

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 website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

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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.


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.