WEBINAR

Loan Documentation for “Secured” Commercial Lending Transactions Webinar

CFT Credits: 0.25

Basic “business” structure, loan “structure,” and loan “support” will be highlighted along with a review of “secured” loan documentation including promissory notes (signature requirements, authority & capacity, confession of judgment clause, jury waiver, and arbitration agreement).

Webinar Description and Intended Audience

Attend this proactive seminar and receive a thorough overview of commercial lending “loan documentation” with an emphasis on “secured” transactions.

Basic “business” structure, loan “structure,” and loan “support” will be highlighted along with a review of “secured” loan documentation including promissory notes (signature requirements, authority & capacity, confession of judgment clause, jury waiver, and arbitration agreement).

This portion of the seminar will also cover business loan agreements, security agreements, UCC financing statements (Article 9), Small Business Jobs Act certificates, and other supporting documents including corporate resolutions, guarantees, and Reg B notices.

Additionally, the related concept of Commercial & Industrial (C&I) lending will be covered including documenting secured working capital lines, ABL facilities, and equipment financing (loans/leases). This section will further review the Borrowing Base Certificate (BBC) and the valuation and quality of accounts receivable, inventory and equipment.

The seminar will also analyze the use of the BSA Loan Rating Matrix, Collateral Rating Matrix, and C&I Borrower Rating Matrix.

The session will be summarized through a “hands-on” comprehensive “loan documentation” case study.

Course Objectives:

1.Be introduced to secured commercial loan documentation
2.Review basic “business” structure, loan structure, and loan support
3.Highlight “secured” loan documentation including promissory notes, security agreements, and guarantees
4.Discuss related concept of C&I lending including “secured” working capital lines, ABL facilities, and equipment financing and also cover the BBC and inventory and equipment issues
5.Analyze the Loan, Collateral, and Borrower Matrixes
6.Explore a comprehensive “loan documentation” case study

Who Should Attend?

Commercial lenders, credit analysts, loan documentation specialists, relationship managers, branch managers, private bankers, and business development officers

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
09/11/17Archived Six Month On-Demand Recording$295.00Order
09/11/17Archived CD-ROM Video Recording$345.00Order
AnyIn-HouseRequest