Loan Structure, Documentation, and Compliance Training & Craft an Effective Loan Write-Up and Presentation Skills

August 13, 2026: Loan Structure, Documentation, and Compliance Training: A comprehensive approach

Attend this proactive seminar and receive a thorough overview of commercial lending requirements from a “loan” structure, documentation, and compliance perspective.

Basic “business” structure will be presented along with loan “structure” and loan “support.” Additionally, “commercial” lending issues relative to loan documentation will be reviewed. “Loan pricing” and “monitoring” will also be covered along with a review of current compliance issues.

April 14, 2026: Craft an Effective Loan Write-up and Presentation Skills

• Review effective commercial loan write-ups
• Discuss types, styles, and components parts
• Cover the financial analysis section
• Assess the company’s strategic plan
• Summarize the concepts by reviewing three loan write-ups
• Gain an understanding of effective presentation skills in loan committee
• Learn to make motivating presentations and conquer fear and intimidation
• Analyze the “do’s and don’ts” of loan committee, personality types, group dynamics
• Review the related topics of negotiation skill building, communications, and personal marketing
• Summarize the seminar concepts through case studies