Loan Review Seminar Bundle

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Loan Review Seminar Bundle

Apr 22 - Apr 25, 2025 | 8:30 am - 12:00 pm CT | Livestream Seminar

Save $100 when you register for the bundled Loan Review and the Advanced Loan Review Seminars.

The Loan Review Seminar and Advanced Loan Review Seminar are essential for mastering the loan review process in community banks. In the foundational Loan Review Seminar, you'll learn how to structure an effective loan review process, establish policies and procedures for identifying problem credits, and apply consistent loan classification guidelines.

Building on this foundation, the Advanced Loan Review Seminar takes your skills further. This session addresses complex challenges like computing global cash flows for businesses and guarantors, analyzing portfolio concentrations, and understanding economic trends. Participants will engage in discussions on lending decisions, comparing companies with strong cash flow but weak collateral versus those with weak cash flow but strong collateral.

Learning Objectives

Loan Review Seminar

  • 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.

Advanced Loan Review Seminar

  • 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.

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

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

  • Introductions

  • Elements of an Effective Loan review Process

  • Risk Rating Systems

Lunch

2:00 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)

Thursday, April 24
Advanced Loan Review Seminar

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.

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

  • Global Cash Flow Analysis

  • Reviewing Agricultural Credit

Friday, April 25

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

  • Collateral Valuation Updates

  • Advanced Problem Loan Management

  • Navigating Regulatory Enforcement Actions

Pricing

ICBA Members: $1,290

Non-Members: $1,490

Non-Banker* : $2,290

Bank Director Program Members: $890

Bank Director Program Non-Members: $1,090

Pricing includes $100 discount.

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. 
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA. 

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.  
  • 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.  

* View CPE Credit Hours in the “Who Should Attend” section.  

This event is not recorded. For more information, call 800-422-7285 or email [email protected]

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 or training required.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Live

Continuing Professional Education (CPE) Credit Hours: 24

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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.