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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
In an
unprecedented interest rate environment, we will share strategies that
allow lenders to address these essential questions: How can I offer a
longer fixed rate loan when competing with a national bank? How can I make
my loan instantly profitable through an additional source of non-interest
income? How can I embed a prepayment penalty so my prospect does not have
to come out of pocket? How can I offer a construction loan with a committed
fixed-rate takeout? How can I offer borrowers the most value while
maximizing relationship retention rates for the bank?
What
You Will Learn:
- Learn how to win loans in a highly competitive
environment while maximizing yield for the bank.
- Understand the key differences in a community
bank's potential value proposition versus national and regional banks
with fragmented business units.
- CenterState Bank will share internal strategies
that have boosted ROA by 100 bps and diminished relationship runoff by
80%.
Who
Should Attend?:
CEO,
CFO, Full lender track from Chief Lending Officer to business development
officers. Please
forward email to appropriate person(s).
Instructor:
Mr.
Ed Kofman
is the Managing Director and Head of Loan Trading and Hedging at
CenterState Bank of Florida NA. Mr. Kofman served as Managing Director at a
bankers' bank. Mr. Kofman has over 20 years of experience in the financial
services industry. He served as Financial Risk Manager of Wells Fargo
Bank's Capital Markets group. He was responsible for the production of
capital allocation tools and risk-adjusted return on capital models at Bank
of America. He served as a Credit Loan Officer and Director of Corporate
Finance Group at Scotia Capital and Bank of Nova Scotia. He has corporate,
securities and tax law experience and practiced corporate/commercial law.
He is also a co-author of a book titled Successful Lender's Field Guide.
Mr. Kofman has Bachelor of Science from the University of Toronto and has
joint MBA/JD from York University. He holds a CFA designation.
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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