Commercial Lending School
The Commercial Lending School curriculum is used by banking schools across the United States. This commercial credit training program delivers in-depth instruction in all facets of commercial lending, with an emphasis on financial analysis, cash flow versus profit, and loan structure. Cases emphasizing small and medium-sized companies are featured (see complete description below).
Click Here for School Curriculum and Schedule
The Commercial Lending School curriculum is used by banking schools across the United States. It delivers in-depth training in all facets of commercial lending, with an emphasis on financial analysis, cash flow versus profit, and loan structure. Cases emphasizing small and medium-sized companies are featured. The instruction will be led by a team of senior bankers and consultants. Case studies are used extensively, and active participation by the students is essential. The work will require study, documentation, analysis and decision making, often in small teams that will interact intensively with the instructors, both during the day and in the evening.
This popular program includes five days of classroom instruction, student manual and reference guide, continental breakfast, lunches, breaks, and a light supper on Thursday night. A complimentary welcome dinner will be held for in-residence students arriving on Sunday evening.
Schedule and Topics (click here for a detailed outline)
The school commences with a Student Assessment and advanced reading.
SUNDAY (4 pm – 7 pm)
The Typical Business; Company Strategy – Part 1; Dinner
MONDAY (8:30 am – 5 pm)
Company Strategy – Part 2; Loan Investigation; Case Study
TUESDAY (8:30 am – 5 pm)
Historical Financial Analysis; Effective Management; Case Study; Case Presentation
WEDNESDAY (8:30 am – 6:30 pm)
Personal Financial Statement Analysis; Case Study; Loan Support and Documentation; Case Presentation
THURSDAY (8:30 am – 7:00 pm)
Negotiating, Packaging and Selling; Case Study; Problem Loans; Dinner
FRIDAY (8:30 am – 2:00 pm)
Credit Discipline; Summary
Click Here for School Locations
Missouri – April 23-28, 2017
Sheraton Westport Plaza
900 Westport Plaza
St. Louis, Missouri
Students are responsible for their own hotel accommodations. Please call the hotel at 888-627-7066 for discounted room reservations.
Connecticut – May 14-19, 2017
Sheraton Hotel at Bradley International Airport
1 Bradley International Airport
Windsor Locks, Connecticut
Students are responsible for their own hotel accommodations. Please call the hotel at 860-627-5311 for discounted room reservations, or CLICK HERE to book online. FREE ONSITE PARKING!
New Jersey – October 29-November 4, 2017
Crowne Plaza Hotel
390 Forsgate Drive
Jamesburg, New Jersey
Students are responsible for their own hotel accommodations. Please call the hotel at 609-655-4775 for discounted room reservations.
Click Here for Intended Audience
The school appeals to a wide range of students who need intensive and formal lending and credit training. Recent classes have included junior lenders new to banking, experienced bankers—from non-lending backgrounds—whose careers now focus on commercial lending, and officers and specialists from non-bank organizations who perform lending and credit-type activities.
A minimum of three years in banking with at least one year in commercial lending, or related experience. Final approval of all applications will be determined solely by the Commercial Lending School Admissions Committee.
Click Here for Faculty Info
George W. Connors, President and Chief Lending Officer, WashingtonFirst Bank, brings 31 years of commercial banking and lending experience to the School. His specialty is lending to small and medium size corporations, not-for-profit organizations, and professional firms.
Terrence S. Kenny, Market President, TD Bank, MetroWashington/Baltimore. Terry brings 32 years of commercial banking experience to the School. He began his career with the former Maryland National Bank and joined SunTrust in 1982, where he served as senior commercial lending officer for Montgomery County, Maryland and as the bank’s senior credit officer for the Washington metropolitan area.
Joseph W. May is the former Executive Vice President, Credit Administration for Whitney National Bank, New Orleans, Louisiana. After more than 36 years holding senior and executive credit and lending positions with banks in Washington, Baltimore, Detroit, and New Orleans, Joe retired from Whitney National Bank and is now a full-time consultant and instructor.