Rma Lending School Brochure 2014- Word Document Page 2
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1
2Accountant, Lending Programs, Statements, and
Who Should Attend This Program?
Projections
Commercial Lending School Program
1. Credit Underwriters with 6 months to 2 years of
Mike Alerding, CPA
experience
Date
Time
Activity
Managing Director, Alerding & Co., LLC
2. Junior Lending Officers
Monday
Registration/
Session discusses what an accountant expects from a banker and
3. Individuals with a need and desire to learn some of
July 21, 2014
7:30 - 8:00
Breakfast
vice-versa, government supported lending programs, statement
8:00- 12:00
Classes
the aspects of commercial lending and analysis that
composition, and projections.
12:00- 1:00
Lunch
are only gained through years of on the job training.
1:00- 5:00
Classes
(A luxury in the financial world of today).
Commercial Loan Structuring
5:30
Dinner Downtown
4. Portfolio managers, Relationship Officers, Lenders
Erik Miner, EVP, Regions Bank
moving from one business segment to another.
Loan structuring, an overview of covenants definitions and
Tuesday
considerations.
July 22, 2014
7:30- 8:00
Breakfast
8:00- 12:00
Classes
The Registration form is located on the back page and
12:00- 1:00
Lunch
Introduction to Business Valuations
will also serve as the receipt. Please make a copy of the
1:00- 5:00
Classes
Dan Sailer, CPA, CFA, Senior Analyst, Katz, Sapper & Miller
form for yourself and for your employers’ records.
Introduction course on how businesses are valued.
Please direct all questions to Sharon Ketner (317) 261-
Wednesday
9718 or Amy Losh (317) 767-8306. Registrations will
July 23, 2014
7:30- 8:00
Breakfast
Common Sense Cash Flow
not be held without full payment. We are now able to
8:00- 12:00
Classes
Steve McGlothlin, EVP, Old National Bank
accept Credit Cards if you register online.
12:00- 1:00
Lunch
1:00- 5:00
Classes
Learn about operating cash flow, an extensive study of a company’s
ability to generate cash to repay the loan.
Commercial Lending School Curriculum
Commercial Real Estate Lending
Bob Minardo, US Bank
Registration Deadline is July 4th, 2014.
Alternate Lending Sources
Tom Urick, BMO Harris Bank
The School is limited to 35 participants; register as soon as
Outline of the critical differences between a normal commercial loan
Sandy McCleese, Cambridge Capital Management Corp.
possible to ensure a seat.
and a commercial real estate loan.
Charles Kennedy, Cambridge Capital Management Corp.
Stacy Poynter, SBA
Mark Beckman, US Department of Agriculture
Loan Documentation
Madalyn Kinsey, Partner, Kroger, Gardis & Regas, LLP
Panel discussion which includes a general overview of SBA programs
and Mezzanine financing.
Documentation essentials, whether a real estate loan or a commercial
loan, inside software or outside counsel.
Client Profiling
Red Flags, Remedies of Problem Loans
Scott Thiems, EVP, Regions Bank
Learn the differences in the client base including
Overview of key indicators that a client is heading in the wrong
Private Client, Small Business, Middle Market,
direction, how does specialized asset department proceed once the
Large Corporate, and Specialty Finance
problem is identified.
clients.
Sales Relationships
Compliance Issues
Joe Breen, Huntington Bank
Sonja Kriegsmann, Bankers
An overview of building, managing, and sustaining lasting
General overview of regulatory issues facing all
relationships with your clients.
types of banks today.
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