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02/2023 Breaking into Banking 101: Fundamentals of Commercial Lending - Virtual Workshop

February 23, 2023 9:30 AM - 5:00 PM (EST)

Description

Commercial banking can be intimidating because of its complexity and the risk-oriented nature of the work. This course is a clear and thorough introduction to the key concepts, terminology, and processes involved in credit and lending. It is ideal for those in their first year in the industry. Learners will walk away with a clear understanding of their job and how their specific role fits into the bank’s overall profitability goals.

New credit analysts, lenders, and underwriters, as well as bankers who don’t do credit analysis but need a working knowledge of the process will all benefit from this full day training. This may also include statement spreaders, loan processors and closers, treasury management associates, administrative support for credit or lending officers, branch managers, and interns. This full day Fundamentals of Commercial Banking virtual Workshop will take place on Thursday, February 23rd beginning at 9:30a.m. and running until 5:00p.m.

THE WORKSHOP WILL INCLUDE:

The Business of Banking

Why customer relationships matter
Identifying and managing risk
Net interest income vs. fee income

Why Businesses Borrow Money

Working capital financing
Real estate and capital expenditures
Start-ups, buyouts

The Art of Underwriting - Part l

Industry considerations
Life cycle stage of your borrower
Analyzing quality of management

The Art of Underwriting - Part ll

Four levels of quantitative analysis
Balance sheet: liquidity and leverage
Income statement: margins and coverage

Loan Structuring - Part l

Types of loan facilities
How loan pricing really works
Tenor and amortization

Loan Structuring - Part ll

Analyzing your collateral
What loan covenants do for you
The value of guarantees

The Credit Approval Process

Courtship and the "life of a loan"
Selling the deal twice - bank and customer
Loan documentation

Loan and Portfolio Monitoring

Understanding "Expected loss"
Loan grading - regulatory definitions
Asset performance and loan loss provisions

The Complex Lending Machine

Internal relationships
Introduction to twelve key banking groups
Critical partnership: Credit and Lending

Test Drive your Job

A day in the life of a credit analyst
Prerequisite traits for success
Career advice and how to love your job

FACILITATOR
Andy Keusal, Founder and President, Keusal Learning - Andy Keusal is passionate about using his teaching gift to help others reach their full potential. After earning his B.A. in Psychology from the University of Notre Dame, he spent eighteen years in commercial banking, during which he interviewed, hired, and trained hundreds of new bankers. He also helped build and run one of the nation’s premier credit training programs at a large Midwest regional bank. He left his corporate career in 2015 to found Keusal Learning, where he now helps people master the basics of banking. Many of his trainees have moved on to prosperous careers in banking, private equity, and even business ownership.

Pricing

CBA Member - $ 295.00

Non-Member - $ 590.00

REFUND/CANCELLATION POLICY Please note that you will be billed and no refunds will be made for cancellations received within three business days of the program. Registrants may send a substitute to the program without loss of program fees. Registrants who do not attend the scheduled program will not receive a refund of program fees but may request program materials.

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Contact Information

Connecticut Bankers Association
Name: Kimberly M Tuttle

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02/2023 Breaking into Banking 101: Fundamentals of Commercial Lending - Virtual Workshop

February 23, 2023 9:30 AM - 5:00 PM (EST)

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02/2023 Breaking into Banking 101: Fundamentals of Commercial Lending - Virtual Workshop

February 23, 2023 9:30 AM - 5:00 PM (EST)

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