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Loan Officer Clinic: A Focus on Key Issues that Challenge Lenders Daily - Sessions 1 & 2
Session 1 is on July 12th and Session 2 is on July 14th
• The Audio and Slides for this course are through your computer. 2.0 Total Credits |
| Note: This tele-web seminar will begin on Monday, July 12, 2010 at 12:30 PM to 2:30 PM Mountain Time. |
Click here for more information and/or to register online.
This new program has been developed to provide tools, information and guidance to meet the professional needs of new loan officers, experienced lenders and "will-be" lending personnel. The primary focus is commercial lending. Content and topics have been selected by the instructor based upon frequent questions and misunderstandings observed teaching bankers on a nationwide basis over the past 20 years.
This risk management program is low on theory and high on "how to!" It will be highly conversational with questions and answers being the order of the day. Materials and case studies will compliment and support use of improved lending tools for better loan decisions. Participants will return to their banks with immediately useful information.
Highlights
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Your bank`s risk-to-reward ratio and other lending parameters;
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Brief discussion on the role and importance of loan policy in credit decision making - Risk Management;
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Personal financial statement analysis, which should be considered exercises in creative writing;
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Proper cash flow analysis - Net income plus depreciation and/ or EBITDA are not cash flow;
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Proper loan structuring - amount, type, term, repayment program and sources, requirements, etc.;
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Loan pricing and profitability analysis - tools and techniques;
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Calling skills - brief discussion of importance, correct perspective, and proven techniques.
Please bring a calculator
Note: This program is presented as a single four-hour seminar divided into two sessions. Your registration covers your webinar hookup or webinar replay purchase fee for both the July 12 and 14 broadcasts along with the corresponding written materials.
Audience
Credit analysts, loan review and loan administration personnel are encouraged to participate.
CE Applied: 4 hrs. CRCM/CLBB/CPB w/the Institute of Certified Bankers
CE Awarded: 4 hrs. w/the Texas State Board of Public Accountancy
Presenter
Bob Ullom, seminar leader, veteran banker and nationally known banking educator, brings the benefit of experiencing the problems, issues and solutions of thousands of bankers to this lively program. Bob emphasizes a practical, “real world” approach in his many seminars using a dynamic, humorous teaching style. Bob provides financial education to more than 12,000 bankers yearly in over 38 states. Prior to forming R.V. Ullom & Company, he served as founding president of two fast-growing, sound and profitable start-up banks, and he brings 20 years of bank lending and lending leadership experience to this seminar.
What is a Webinar?
A webinar is an online seminar featuring live audio and PowerPoint slides. Everything is delivered through your PC. No special hardware is needed; however, speakers or headphones are required. The program consists of 90 minutes instruction and 30 minutes live Q&A. Each webinar registration provides 1 connection to the live webinar, written materials and access to the On-Demand Webinar for 30 days following the broadcast. You may have unlimited listeners on your connection by PC. You will receive a PIN, written materials and instructions prior to the seminar. If you do not receive a confirmation at least 2 days prior to the event call 888-262-7701.
Transmission, retransmission or republishing of the webinar is prohibited. Your registration entitles you to 1 connection at 1 location with permission to copy materials for participants. Complete one registration per location.
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