Virtual Credit Analyst Development Program
Hosted by the Washington Bankers Association, in partnership with the Wisconsin Bankers Association and several other states, this 6-part virtual workshop series will help credit analysts, credit officers, commercial loan officers, and anyone in the credit department build new skills and knowledge to tackle new career goals.
Who Should Attend?
The Credit Analyst Development Program is designed for credit analysts, credit officers, credit administrators, commercial loan officers/managers, loan review officers, branch managers and
management trainees. In order to obtain the greatest benefit from this course, participants should have a general understanding of accounting and have a basic understanding of financial statement and credit analysis.
Program Dates & Workshop Topics:
- October 7, 10:30 a.m. – 5:30 p.m. CT: The Role of a Credit Analyst Within the Bank – Jeffery Johnson
- October 11, 10:30 a.m. – 5:30 p.m. CT: Accounting Basics/Refresher – Jeffery Johnson
- October 28, 10:30 a.m. – 5:30 p.m. CT: Employing Basic Financial Analysis Tools – Richard Mayeda
- October 29, 10:30 a.m. – 5:30 p.m. CT: Basic Personal & Business Tax Return Analysis – Richard Mayeda
- November 20, 10:30 a.m. – 5:30 p.m. CT: Loan Structure, Documentation, and Compliance – David Osburn
- November 21, 10:30 a.m. – 5:30 p.m. CT: Basics of C&I Lending and CRE Lending – David Osburn
Available Live & On Demand – This course is offered LIVE and will remain available on-demand through January 17, 2025. Perfect for catching up on any missed sessions!
Download the brochure to review the session descriptions and more details.
Speaker Profiles:
Jeffery Johnson teaches actively for 15 state banking associations in the United States, Risk Management Association (RMA) and individual banks nationwide. He is an experienced WBA training professional having worked for the Association for a number of years, including for the CADP and EDP.
Richard Mayeda is the first vice president and senior credit officer at First Financial Northwest Bank. He has over 35 years of banking experience, almost all of it in commercial lending. He calls himself an all-around Pacific Northwest banker as he has worked for seven different institutions over the years, of all different sizes, in the states of Washington, Idaho and Oregon. He has experience first as a credit analyst, a small business lender, before moving to commercial banking and finally to credit administration. For the past five years, he has also served as a Research Report Advisor for Pacific Coast Banking School.
David L. Osburn is the founder of Osburn & Associates, a business training and contract CFO firm that provides seminars, webinars, and keynote speeches for bankers. His extensive professional background of over 30 years encompasses 21 years as a trainer and contract CFO and 16 years as a bank commercial lender. His banking credentials include loan underwriting, loan “work-out”, management, and business development. David has been an adjunct college professor for over 30 years including the College of Southern Nevada.
Homework and Mentors:
Participants are required to complete 6-8 hours of homework. This prepares them to best understand the topics, challenges them to be proactive in their learning, and to seek out the advice of key individuals within their own institution when needed. After completing their individual assignments, participants then discuss within their class to compare notes and learn how their peers approached the questions. Each student is also paired with an executive-level mentor from their bank, who works with them to reinforce the classroom learning experience. Mentors are a required part of the program, and act as a sounding board to assist in understanding new concepts.
Registration Information:
Registration for this 6-part virtual workshop series is $2,275/attendee (increases to $2,775 after September 6, 2024). Registration will be managed by the Washington Bankers Association online.
Recommended Prerequisites:
Before joining the CADP, we strongly recommend several courses to help you prepare and be successful. These courses are offered through WBA, your local ABA online training provider, and are available online at your convenience. Please visit the WBA branded portal of ABA’s online learning management system and click on “Member” and then click on the “Lending” header to expand the offerings. The following self-paced courses are suggested:
- Loan Structuring, Documentation, Pricing, and Problem Loans – includes 5 mini-courses, estimated 7.5 hours for completion
- Analyzing Business Financial Statements and Tax Returns – includes 7 mini-courses, estimated 7 hours for completion
- Understanding Business Borrowers – includes 5 mini-courses, estimated 6.5 hours for completion
