Recorded: September 10, 2019

Length: 90 Minutes

This webinar will cover the basics of how to craft an effective commercial loan write-up.

The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation).

The financial analysis section will highlight “liquidity, activity, leverage, operating performance, and cash flow analysis.” Additionally, the “Z-score” bankruptcy predictor will be reviewed.

The session will also cover additional important loan write-up items including assessing the company’s strategic plan- “marketing, financing, and management.”

Three “standard” commercial loan write-ups will be presented in order to illustrate the concepts

Presenter: David Osburn, Osburn and Associates

Pricing:
ICBA Members: $219
Nonmembers: $319

1.5 CPE Credit

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