Training the Credit Analyst

 

March 30, 2010

Wynfrey Hotel

1000 Riverchase Galleria

Birmingham, AL  35244

For directions please click here

 

Registration

$295/member $395/nonmember 

Your registration fee includes instruction, materials, continental breakfast and refreshments.

 

Click here to register

(If you do not have a login and password for our registration section please call our office

at 1-800-239-7338)

 

The following link contains detailed instructions for MyCBAA's members only registration process.

 

MyCBAA Online Registration Instructions

 

9:00 a.m. - 3:00 p.m.

Registration begins at 8:30 a.m.

 

Speaker - David Kemp

 

David L. Kemp is President of Bankers Management, Inc. (BMI), formerly The Management Group.  BMI is a nationally recognized company in financial services training and bank consulting.  Prior to forming BMI, he served as Vice President, Director of Credit Services for Cannon Lending Schools, as well as through Banking Association sessions for individual financial institution.

 

Seminar Overview

 

This one day program is designed to provide lenders and analyst 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. We then must be able to ask the borrowers the “Right”

questions. The goal is to measure risk, develop loan structure, and the capacity to repay

the loan. The Loan Officer/Analyst must be able to communicate that information to

Loan Committee and the customer. Ultimately, good Loan Officers are able to provide

value-added information that allows their borrowers to make better business decisions.

 

Seminar Topics:

• Review of Accounting
• Ratio Analysis
• Borrow Causes
• Cash Flow Analysis
• Projections

 

BENEFITS OF ATTENDENCE

• A better understanding of risk factors
• The ability to identify the business activities that cause the need for cash
• The skills to write better credit memos
• The ability to provide consulting services for your clients

 

Who Should Attend

 

• Credit Analysts
• Commercial Lenders
• Loan Review Officers
• Credit Administrators
• Branch Managers
• Management Trainees

 

More Information

Dress for the seminar is business casual.  To ensure your comfort, please bring a jacket or sweater.  If you need additional information please contact Debbie Pharr at 334-244-9456 or email dpharr@cbaaonline.com.  Location is subject to change.  We will notify you if a change is made after your registration. 

 

Cancellation Policy

There will be a $50.00 fee for any cancellation.