This workshop is one of the most popular offered by CBA during the past few years. It takes key financial principles back to the basics to provide bankers with the tools they need to be conversationally competent when interacting with business clients, prospects and senior lenders. As such it is a great training ground for a wide variety of bankers, who either directly or indirectly are engaged in the small business or commercial lending process.

Junior commercial loan officers, new relationship managers, business bankers, credit analysts, loan underwriters, loan support officers, loan review analysts, credit support officers, credit administrators, portfolio managers, business development officers, loan officer trainees, branch managers, financial services officers, client services officers and personal bankers will all benefit from this program.

Our instructor, David Kemp, is president of Bankers Management, Inc. (BMI), a nationally recognized company in financial services training and bank consulting. Prior to forming BMI, he served as vice president, director of credit services for Cannon Lending Schools, and vice president, corporate finance and senior credit officer with Citicorp North America. His areas of expertise include commercial lending, consumer lending, portfolio management, real estate lending, workouts, and director responsibilities. He is currently working with more than 20 state banking associations and numerous financial institutions across the country.

We will offer this course October 30 & 31 at the Hyatt Regency in Sacramento, where we’ve arranged for rates of $149 a night.

Register by September 30 and save $200. Click here for more information or to register for this program.

For questions on this or any other CBA program, please contact John Lingvall at (916) 438-4428 or jlingvall@calbankers.com.