Commercial and Industrial Lending in Today’s Competitive Market

Monday, November 22nd, 2021 - 1:30 pm Central Time Zone

A BankWebinars.com Program

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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

Faculty

David L. Osburn

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.