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Loan Structuring Basics - Webinar

Loan Structuring Basics - Webinar

by Deb Rondeau -
Number of replies: 0

Center for Financial Training
Webinar - Live and Recorded Options Available

Loan Structuring Basics

Friday, April 19, 2019
11:00 AM - 1:00 PM (Eastern Time)

 

CFT Webinars are purely educational. Instructors are not permitted to sell any products or services during the presentation.

Program Content:

The principal goal of this course is to enable you to appropriately structure credit exposures, matching loan type, terms and conditions to the borrower’s identified primary and secondary loan repayment sources and underlying credit risks.

Covered Topics:

  • Show how loan structuring fits into the lending decision process.
  • Explain the purpose and objectives of loan covenants
  • Identify specific examples of financial covenants that would be used for each of the four major loan types Identify and describe seasonal borrowing needs
  • Profile seasonal repayment sources and their related risks
  • Identify and describe permanent working capital borrowing needs
  • Profile repayment sources and their related risks
  • Formulate a loan structure, including consideration of collateral support, to minimize those risks
  • Identify and describe long-term borrowing needs
  • Profile repayment sources and their related risks
  • Formulate a loan structure, including collateral and third-party support, to minimize risks.

Who Should Attend?:

Commercial lenders, credit analysts, small business lenders, middle market lenders, private bankers; loan review specialists, special assets officers, lending managers and credit officers. Please forward email to appropriate person(s).

Instructor:

An authority on financial and credit risk, Thomas Carlin is a Managing Partner at Eensight. He has worked with major banks, insurance companies and regulatory agencies over the last twenty years, designing and teaching financial topics including: basic, intermediate and advanced credit and financial statement analysis, business lending for branch bankers, accounting for bankers, basic intermediate and advanced cash flow analysis, loan structuring, consumer lending and trade finance. His audiences include business bankers, recent graduates going through the organizations basic credit training program, senior management personnel that need to know the basics of accounting and financial statement analysis, middle market lenders with many years of experience and regulatory agency personnel. Each program he designs and teaches is tailored to the individual customer with the products, procedures and culture of the organization incorporated into the course design. The complexity and intensity of the programs are adjusted to reflect the needs of the participants and the logistical training issues faced by the organization. He is the author of “Financial Statement Analysis” published by the American Bankers Association in 1994. He is also the author of “Consumer Lending”, published by The Center for Financial Training in 2015. He has designed and taught programs in risk analysis for Citibank, Wells Fargo, American International Group, Capital One, Chase Manhattan Bank, First Tennessee, M & T, Union Bank, and The Bank of China. He has also taught the “Credit Risk Analysis Program” at the Federal Reserve Bank. Prior to Eensight, Mr. Carlin was a Regional Director for Omega Performance Corporation. He was also a Vice President with Bankers Trust in New York. He was responsible for marketing credit and trade finance products to corporate clients and correspondent banks worldwide. Mr. Carlin has a Masters of International Management degree from The Thunderbird School of Global Management and a Bachelor of Arts Degree from Villanova University.

What Is A Webinar?:

A webinar combines the clarity of an audio teleconference with the interactivity and visual presentation of the internet. All you need to participate is a telephone and an internet connection. Even if you don't have an internet connection, you can still participate in the audio session. Listening to the program over the telephone and following the written materials is an effective alternative!

Unable To Attend?:

No problem. You can purchase a recording of the webinar for future use. You can choose from either an On-Demand Web Link (Good for 6 months from the webinar date, unlimited use) or a CD-ROM (includes a paper copy of the PowerPoint slides).

Viewing Options (all options include applicable handouts):

All options include applicable handouts. You can choose to pay by credit card or be billed. Additional Live Webinar connections are $75 each.

Option 1: Live Webinar and 7 Days OnDemand Video Playback - $265

Option 2: OnDemand Video (six months access) - $295

Option 3: Live and 6 Months of OnDemand Video - $365

Option 4: CD-ROM Video (Includes OnDemand Video) - $345

Option 5: Entire Package (all of the above) - $395

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Recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Questions?

Please contact Scott Briggs at
800-795-5242 X1180 or scott@cfteducation.org

 

Looking for in depth commercial lending training? Check out the 2019 Commercial Lending School!: Click Here