Commercial and Industrial (C&I) Lending in Today’s Competitive Market

This webinar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure.

The training session will also cover underwriting C&I loans including accounts receivable assessment and the use of a “Borrowing Base Certificate” (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the webinar will also cover the proper evaluation of the borrower’s financial statements.

Additionally, the webinar will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The webinar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.

Objectives:
Review C&I lending
Discuss C&I loan products and their typical structure
Explore underwriting C&I loans including accounts receivable, inventory, and equipment financing
Analyze the Borrowing Base Certificate (BBC)
Evaluate the borrower’s financial statements
Review the documentation, collateral, pricing, and managing of C&I loans
Develop the marketing of C&I loans in today’s economy

Who Should Attend?
Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers.

Presenter
David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners.

His extensive professional background of over 30 years includes 21 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. Mr. Osburn has also been an adjunct college professor for over 30 years including College of Southern Nevada.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
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Date

Nov 21 2022

Time

1:30 pm - 3:30 pm

Cost

$265.00

More Info

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