Webinars

This course is designed to demonstrate the factors required to consider in establishing the proper loan amount for short-term needs, and not rely solely upon a formula-driven approach. This is the essence of short-term loan structuring. During this session, the participant will learn how to calculate the length of the financing gap, which is the time between receipt of cash from the operating cycle and the time required to pay creditors.

Often times, a commercial banker may want to control their commercial borrowers’ business without taking control in an effort to protect the bank’s investment. It is never advisable for any bank to dictate the day-to-day decisions of any organization otherwise; the bank may face lender liability if the borrower follows the banks instructions but fails during the process. So, how can you control a commercial borrower without taking control of their business?

How sound is your commercial lending training program and how do you manage it? This unique training program will equip your lenders with the comprehensive credit skills they need to analyze a commercial lending request and prepare a highly effective credit write-up. The program emphasizes the competencies needed to identify, interpret, and analyze risk.

Attend this proactive webinar and learn how banks make lending decisions based on the five (5) C’s of credit - capacity, capital, collateral, conditions, and character!

Can you trust that the opportunities in your sales team’s pipeline are real? The pipeline should be an accurate indicator of future revenue, but more often than not, it is nothing more than a wish list or a pipe dream.

This webinar will help you untangle the intricacies of numerous fee disclosure requirements.

Structuring credit facilities for short-term loans and lines of credit is more challenging for financial institutions compared to structuring long-term loans. This course is designed to demonstrate the factors required to consider in establishing the proper loan amount for short-term needs, and not rely solely upon a formula-driven approach. This is the essence of short-term loan structuring.

Ready to enhance your expertise in loan-related Call Report Schedules? This two-part webinar is specifically designed for Call Report preparers, reviewers, and auditors who want to master the complexities of loan reporting. With a focus on accuracy, compliance, and efficiency, this series will provide the insights you need to ensure loan data is reported flawlessly.

Today’s business structure environment is very complex. You will open many types of business accounts with multiple layers of ownership.