If you decide to enroll in the certification testing after you register for the class, please contact a Community Banker University representative at 800-422-7285.
The role of a credit analyst has evolved into a critical function at today's community bank. Community Banker University has developed this certification program for credit analysts to not only focuses on the necessary financial analysis skills needed by today's credit analysts, but to also address the additional expertise vital to a community bank's overall lending success. Industry experts present information in an engaging and tangible manner for all attendees. As an attendee you will:
- Discuss key functions including financial analysis, overall business risk, and customer relationship needs,
- Enhance your knowledge of legal landmines and exposures in your credit memo,
- Identify strategic strengths and weaknesses of a credit request,
- Enrich your understanding of covenant tracking and loan file documentation requirements,
- Learn to stay ahead of potential compliance exposures in your credit portfolio,
- Develop financial, analytical, and business writing skills.
1:30 p.m. - 2:00 p.m.: Registration
2:00 p.m. - 5:30 p.m.: Financial Analysis: Introductions / Case Study Exercise
8:00 a.m. - Noon: Financial Analysis cont'd / Discuss Case Study Exercise
Noon - 1:00 p.m.: Lunch
1:00 p.m. - 5:30 p.m.: Financial Statement Analysis / Common Sizing Exercise / Ratios Exercise /
Homework / PFS Exercise / Case Study Exercise / Study for Exam #1
8:00 a.m. - 9:00 a.m.: Exam #1
9:00 a.m. - Noon: Cash Analysis Tools / Cash Drivers / Cash to Cash Cycle Exercise / Cash Cycle / Cash Flow Exercise
1:00 p.m. - 5:30 p.m.: Legal Considerations / Documentation / Covenant Tracking & Monitoring/ MIS Report Generation / Role of Credit Memo / Lender Liability Legal /Compliance Lender Liability / Documentation Overview / UCC Issues - File, Monitor, Preparation, etc. / Compliance Overview - CX Considerations in Credit
8:00 a.m. - 11:00 p.m.: Credit Analysis / Marketplace Analysis / Industry Analysis / Business Analysis / Management Analysis / Case Study Exercise
11:00 a.m. - Noon: Final Comments & Credit Memo Conclusion
Noon - 1:00 p.m.: Exam #2
1:00 p.m.: Adjourn
*Exam given to those enrolled in the Certified Credit Analyst program.
Certification Designation: Certified Community Bank Credit Analyst (CCBCA)
Who should attend: Credit analysts, credit review professionals, commercial lenders, small business lenders and branch managers.
ICBA Member: $1,395 (with testing fee $1,545)
Nonmember: $1,795 (with testing fee $2,045)
Nonbanker: $2,195 (with testing fee $2,445)
Certification Testing Fees:
28 CPE Credits
Program Level: Intermediate
Prerequisites: No previous experience and training necessary.
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
Room Rate: $165.00
Cutoff Date: 9/27/2020
To make your hotel reservation and secure the negotiated room
Embassy Suites by Hilton Bloomington Minneapolis
Call 952-884-4811 or 1-800-Embassy.
Please reference ICBA: Credit Analyst Institute or Group Code: CA1 when making your reservation to secure the negotiated room rate.
Printable Registration Form
For more information, call 800-422-7285.
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