The registration period is from Mar 26, 2019 12:00 to Nov 23, 2019 12:00
Advanced Commercial Loan Documentation - Details
Registration for this event is open from: Mar 26, 2019 12:00 to Nov 23, 2019 12:00

Where: Webinar, Recorded, Both Live/Recorded

Date: May 23, 2019

 
Add to calendar /education-events/event/1043/Advanced-Commercial-Loan-Documentation?Itemid114= 2019-05-23 14:00:00 2019-05-23 15:30:00 0 Advanced Commercial Loan Documentation Advanced Commercial Loan Documentation  Webinar OR Recorded Webinar + Free ... - US - YYYY/MM/DD

Event description:

Advanced Commercial Loan Documentation

 Webinar OR Recorded Webinar + Free Digital Download

Thursday, May 23, 2019

12:00 pm – 1:30 pm Pacific

  1:00 pm – 2:30 pm Mountain

  2:00 pm – 3:30 pm Central

  3:00 pm – 4:30 pm Eastern

Commercial loans carry the most risk and technical requirements, and therefore receive the most examiner scrutiny. This session will go beyond the basics and provide a better understanding of protections and safeguards to use when drafting loan and collateral security documents and underwriting loans. This is a must-attend webinar for commercial lenders seeking more advanced training, including how to avoid hazards.

HIGHLIGHTS

  • Identifying the parties to the loan – beneficial ownership rule
    • Ensure you know who owns, guarantees, and is authorized or required to sign which documents
  • Loan agreement covenants and when to consider using more than boilerplate covenants
  • Perfection of security interest, including different types of collateral (marketable securities, deposit accounts, life insurance policies, equipment and inventory, contracts or receivables, leases, etc.)
  • Title insurance policies, including endorsements and exceptions
  • Subordination agreements – when to get them, what is being subordinated (repayment priority, lien position), and when to ask for subordination of loans to shareholders
  • Documenting commercial construction loans
    • A general liability policy does not cover a subcontractor’s faulty workmanship
  • Commercial lending compliance hot spots
  • TAKE-AWAY TOOLKIT
    • Commercial loan documentation checklist
    • Commercial real estate documentation checklist
    • Employee training log
    • Quiz to measure staff learning and a separate answer key

WHO SHOULD ATTEND?

This informative session is designed for commercial lenders and support staff, loan review staff, and auditors.

DON’T MISS THIS RELATED WEBINAR!

Required Compliance for Commercial Loans Secured by Real Estate

on Wednesday, March 20, 2019

All webinars are available for six months after broadcast

Please note:  The live webinar option allows you to have one internet connection (from a single computer terminal).  You may have as many people as you like listen and watch from your office computer.

Doug Blay     ABOUT THE PRESENTER – Doug Blay, Brode Consulting Services, Inc.

Doug Blay began his banking career in 1985 and has continued his service to regional and community financial institutions through a wide range of areas, including strategic planning, lending, deposits, marketing, training, and management. He has 33 years of experience in commercial lending, specializing in commercial real estate, commercial and industrial (C&I), and agricultural lending. Doug is vice president of Sutton Bank in Ohio and provides consulting for Brode Consulting Services, Inc.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

  1. LIVE WEBINAR

The live webinar option allows you to have one internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com. 

  1. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date. 

  1. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

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