Commercial Lending Series:
Commercial Loan Documentation

(90-minute webinar – recording also available)

Tuesday, February 11, 2020

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

Go beyond the basics of commercial loan documentation and learn the safeguards and protections that should be put in place.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Identify the parties to the loan, including who owns, guarantees, and is authorized or required to sign
• Better comprehend the beneficial ownership rule
• Understand loan covenants and know when to use more than boilerplate language
• Perfect the security interest using different types of collateral
• Review title insurance policies, endorsements, and exceptions
• Correctly use subordination agreements
• Document commercial construction loans (a general liability policy does not cover subcontractors’ faulty workmanship)
• Ensure compliance with commercial lending hot spots

WEBINAR DETAILS

Commercial loans carry the most risk, the most technical requirements, and therefore receive the most examiner scrutiny. This webinar will go beyond the basics (what documents are needed for what types of business loans) and provide a better understanding of protections and safeguards that should be put in place when underwriting and drafting your loan and collateral security documents. Learn how to avoid many of the hazards with this must-attend webinar designed for commercial lenders who want more advanced training.

WHO SHOULD ATTEND?

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

TAKE-AWAY TOOLKIT

• Commercial loan documentation checklist
• Commercial real estate documentation checklist
• Beneficial ownership flowchart
• Employee training log
• Interactive quiz

    MEET THE PRESENTER

Ann Brode-Harner, Brode Consulting Services, Inc.

Ann Brode-Harner began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management. Ann is a well-respected presenter and has spoken to audiences across the country for over 30 years. She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools. Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel published by Bankers Publishing Company, and is well represented in numerous industry publications.

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.

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. 

2. 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. 

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

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE