Webinar: How to Craft an Effective Commercial Loan Write-Up
September 10, 2019
Time: 11:00 am Eastern | 10:00 am Central | 9:00 am Mountain | 8:00 am Pacific
Length: 90 Minutes
Presenter: David Osburn, Osburn and Associates
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
1.5 CPE Credits
Program Level: Basic
Prerequisites: No previous experience and training necessary.
Delivery Method: Group-Live
Field of Study: Specialized Knowledge & Applications
ICBA Members: $199
Community Banker University Unlimited Webinar Pass
For more information, call 800-422-7285.
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Mr. David L. Osburn
Organization: Osburn & Associates LLC
David Osburn is the founder of Osburn and Associates, LLC. The firm specializes in providing seminars, webinars and keynote speeches to CPA’s, bankers, attorneys, credit managers and business owners on topics such as banking, finance and credit, negotiation skills, marketing, and management. His extensive professional background includes 15 years as both a business trainer and contract CFO, 16 years in banking including the position of vice president and senior banking officer, and he is also a college professor.