Tennessee Bankers

Training the Credit Analyst

August 31 & September 1: Online

This program is a virtual-only event. Contact Monique White for more information.

 

This two-day, virtual program will be held using Zoom and gives lenders and analysts the tools required to understand and use financial information provided by borrowers. The key to producing high-quality analysis is being able to understand the actions or inactions of your borrower’s management team. You then must ask the borrower just the right questions. The goal is to measure risk, develop loan structure, and assure the borrower’s capacity to repay the loan. The loan officer/analyst must communicate that information to the loan committee and the customer. Ultimately, good loan officers are able to offer value-added information allowing their borrowers to make better business decisions.

Program highlights

  • Review of accounting
  • Ratio analysis
  • Borrowing causes
  • Cash flow analysis
  • Projections

 

Program Speaker

David Kemp, Bankers Management, Inc. (BMI)

 

Schedule (Central Time)

Monday, August 31
9:00 a.m.—Program begins
Noon—Break for lunch
12:30 p.m.—Program resumes
3:30 p.m.—Adjourn for the day

Tuesday, September 1
9:00 a.m.—Program begins
Noon—Break for lunch
12:30 p.m.—Program resumes
3:00 p.m.—Adjourn

 

Virtual Learning

TBA’s Virtual Live Training option allows for one participant per paid registration. The paid registration gives access to program resources for effective learning. If additional attendees would like access to the program resources (including but not limited to online link/connection, program manuals, and interaction with the facilitator/speaker) an additional paid registration is required. We appreciate your assistance in ensuring that each event participant is registered with TBA and all applicable fees are paid. This will help our organization continue to provide exceptional resources to its members. CPEs and attendance records are kept for all programs. In order to receive documentation for completion of TBA programming, participants must be registered and complete the interactive activities during the Virtual Live program. For more information on virtual attendance or TBA’s procedures for social distancing and sanitization, contact Monique White at mwhite@TNBankers.org.

 

Who Should Attend

This seminar was developed for credit analysts, commercial lenders, loan review officers, credit administrators, branch managers, and management trainees.

 

Continuing Education Credit

11.5 hours CPE credit

This program has not been pre-approved for ICB CE credits. Attendants who require ICB credits should go to http://www.aba.com/Training/ICB/Pages/default.aspx for further instructions.

 

Program Fees

TBA Members / Associate MembersNonmembers
Registration $530$1060

TBA Contact

Monique White - mwhite@TNBankers.org
Director of Education
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org

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Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations.

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