Recorded:
July 14,
2020
Length: 90 Minutes
This webinar will begin with a brief overview of Commercial and Industrial (C&I) loan products including
working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure.
This session will also cover underwriting C&I loans including accounts receivable assessment and the use of a “Borrowing Base Certificate” (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the webinar will also cover the proper evaluation of the borrower’s financial statements.
Additionally, this session will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The webinar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.
Learning Objectives:
- Review C&I lending
- Discuss C&I loan products and their typical structure
- Explore underwriting C&I loans including accounts receivable, inventory, and equipment financing
- Analyze the Borrowing Base Certificate (BBC)
- Evaluate the borrower’s financial statements
- Review the documentation, collateral, pricing, and managing of C&I loans
- Develop the marketing of C&I loans in today’s economy
Suggested Audience:
Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and
business development officers
Presenter: David Osburn, Osburn & Associates
Pricing:
ICBA Members: $219
Nonmembers: $319
1.5 CPE Credit
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