Seminar Description
Every loan or credit presentation written in a bank for the purpose of initial approval, renewal, or periodic review tells a story. Well told stories have a beginning, a developed plot and a clear ending.
Too often the loan presentation format used in a bank was developed piecemeal over a long period of time without complete thought being given to creating a fully informative, organized presentation.
Your loan presentations are the “window” into your underwriting and credit risk administration. Loan presentations that lack focus, ignore crucial factors or that are incomplete, leave a negative impression about your credit risk management. Once that impression is created, it can be difficult to change. This is particularly important in a regulatory environment where examiners are highly focused on the lender credit risk process.
The Wisconsin State RMA Chapter is pleased to present a one day work shop on the Essential Elements of Credit Presentations. Topics covered will include:
The objective of this course is to provide informative, practical information related to the creation of more effective written loan presentations.
Included in the material will be case studies and examples.
Speaker - Gary D. Maples
President, River Edge Consulting LLC, Sheboygan Falls, Wisconsin
Gary currently provides
Previously Gary was a District Bank President with thirty years experience in commercial lending, credit analysis, loan and credit administration, loan workouts and bank management. Gary is currently a Board Director for a local community bank.
Other Teaching Experience includes: WI, IA, IL, KS, KT, MI, MN, NY, OH, and PA Bankers Assoc.; KS/NE Schools of Banking; Pacific Coast Banking School; Stonier Graduate School of Banking; Graduate School of Banking at the UW; Czech and Romanian Banking Institutes; ABA’s National Graduate Lending School.
General Information
Attire - Business Casual
8:30 - 9:00 Registration
9:00 - 12:00 Seminar
12:00 - 1:00 Lunch Break
1:00 - 4:00 Seminar