$1395 - Early Bird Discount: Save $100 before 12/21/18 Monday, February 18, 2019 9:00 AM Wintergreen Resort, 60 N. Gasser Road, Wisconsin Dells Register

The five-day Commercial Lending School curriculum includes in-depth, "hands-on" training in all facets of commercial lending with an emphasis on cash flow, financial analysis, and structure.  

The 2019 Commercial Lending School will be held February 18-22 at the Wintergreen Resort & Conference Center in Wisconsin Dells. Classes will begin at 9:00 a.m. on Monday and conclude at approximately 3:00 p.m. on Friday. 

Topics in each module follow a logical progression:

  • The External Environment
  • Understanding the Borrower's Business
  • Assessing the Borrower's Competitive Position
  • Evaluating Management
  • Assessing the Borrower's Financial Performance
  • Personal Financial Statements and Tax Returns Analysis
  • Projecting Future Performance
  • Loan Structure & Support
  • Responsible Commercial Real Estate Lending
  • Effective Relationship Management
  • Identifying and Managing Problem Loans
  • Establishing Credit Discipline

Multiple case studies will be used throughout the week to reinforce learning concepts.  

The WBA Commercial Lending School will use the nationally recognized curriculum developed and maintained by John R. Barrickman, President, New Horizons Financial Group. Contributors to case studies and additional resources include Ann Kovich, John McCarter, and Gary Maples.

Admission Recommendations:
Due to the intensity of the school, each student should have completed coursework in Analyzing Financial Statements and should have the following:

  1. Formal training that includes course work in the area of basic accounting and basic economics.
  2. A minimum of two years experience in full time commercial lending or credit analysis, OR, attendance at either the WBA Introduction to Commercial Lending School or Analyzing Financial Statements School and one year of full time commercial lending or credit analysis experience.

This course assumes a working knowledge of commercial lending. This is not an introductory course.

Who Should Attend:
Financial institution employees who want to improve their existing understanding of credit and financial analysis; commercial lenders who desire to expand and refine their commercial lending skills and learn how to apply this knowledge in profitable commercial lending situations.

The student fee of $1,395 includes program registration, instruction and materials, and most meals.

EARLY BIRD REGISTRATION: Register by Friday, December 21 and save $100 on your registration!

Lodging is available for an additional $65/night. Enrollment limit: 30.

Click Register for more information on the school and to register online.

$1395 - Early Bird Discount: Save $100 before 12/21/18 Monday, February 18, 2019 9:00 AM Wintergreen Resort, 60 N. Gasser Road, Wisconsin Dells Register