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Commercial Lending School
Starts March 12, 2012 in Sacramento & April 9, 2012 in Newport Beach

The most comprehensive, hands-on commercial lending program in California!

As a result of our members lamenting the shortage of trained commercial business lenders, CBA has developed a comprehensive six-month program: six one-week sessions, one week per month. This highly concentrated, 32-day instructional program is designed for junior commercial lenders, credit analysts, business development officers and branch managers.

It is the same type of program the larger banks used to maintain internally, but is focused on the needs of our community bankers. If you are concerned about the shortage of trained lenders, get ahead of the curve and send your qualified applicants to the 2012 school.

The program is approved by the Institute of Certified Bankers for 212.25 credits toward Certified Lender Business Banker (CLBB) certification.

2012 Schedule

Sacramento

Week Start End

1

Mar 12 Mar 16
2 Apr 16 Apr 20
3 May 28 Jun 1
4 Jul 9 Jul 13
5 Aug 20 Aug 24
6 Sep 24 Sep 28
7(exam) Oct 15 Oct 17

Newport Beach

Week Start End
1 Apr 9 Apr 13
2 May 7 May 11
3 Jun 11 Jun 15
Jul 30 Aug 3
5 Sep 10 Sep 14
Oct 22 Oct 26
7 (exam) Nov 12 Nov 14

Who Should Attend?

This program is designed for junior commercial lenders, credit analysts, business development officers and branch managers.

Tuition

Contact John Lingvall at (916) 438-4428 for group registration information and save $500 per person!

CBA Member: $8,990.00 per student
Non-Member: $10,990.00 per student

Program Outline

Sessions run from 8:30 AM to 4:30 PM, with breakfast provide at 8:00 and lunch at noon.

  • Session 1

Mastering Accounting Principles
Mastering Financial Statement & Tax Return Analysis

  • Session 2

Analyzing Business & Personal Financial Statements, including Identifying Industry Risks

  • Session 3

Developing Financial Projections
Making Effective Business Calls – Capturing

  • Session 4

Business Law & Regulatory Compliance, including Understanding Leases

  • Session 5

Assessing Risks & Preparing Credit Memorandums, including Dealing with Problem Loans

  • Session 6

Commercial Real Estate Lending
Business & Real Estate Appraisal Techniques
Business Ownership Succession Issues

Locations

Sacramento

Courtyard Sacramento Midtown
4422 Y Street
Sacramento, CA 95817

CBA has arranged a special rate with the hotel of $109/night.  Please contact the hotel directly at (916) 455-6800 and ask for TRACEY to make reservations and reference the California Bankers Association or GROUP CODE CLSC.

To make your room reservations online, please use the following links:

March Room Block

April Room Block

May Room Block

July Room Block

August Room Block

September Room Block

October Room Block

Newport Beach

Hyatt Regency Newport Beach
1107 Jamboree Road
Newport Beach, CA 92660
(949) 729-1234

CBA has arranged a very special rate of $119 per night. Room rate includes complimentary guest room internet, and overnight self-parking.

To make your room reservations online, please use the following links:

June Room Block

August Room Block

September Room Block

October Room Block

November Room Block

Faculty

Instruction Provided By Hipereon, Inc.

Over the last twenty years, there has been a considerable amount of consolidation in the financial industry, which has led to a reduction of in-house training curriculum and qualified instructors. Ultimately, this has created a large need within the financial services industry for training of its employees. This is why Hipereon was formed – to provide training to the financial industry and others business seeking to educate their employees about the essential financial aspects of their business.

Based in Redmond, Washington, Hipereon professionals have been successfully serving financial services firms, corporations and trade associations with their unique, hands-on approach to training for over 25 years. The principals of Hipereon possess over half a century of experience collectively and their work has been executed worldwide.

For more information on Hipereon, Inc., please see their website including biographies on the instructors.

Frequently Asked Questions

What do I need to bring?

Breakfast and lunch are provided each day. You only need to bring yourself, sharp pencils, and a calculator. All reference materials will be provided onsite.

How much study time does the Commercial Lending program take outside of the classroom?

Typically there will be some homework assigned during the 5-day sessions in the evening and depending on the ebb and flow of the actual class sessions, there may be a need to finish a case study exercise in between sessions. We do have cumulative testing that goes on throughout the program as well as daily quizzes so the students have to review their cumulative class materials as we move through the class in preparation for the testing activities. The case study activities between sessions would require a couple of hours of time to address but not much beyond that in terms of between session time commitments. And of course we have the comprehensive closed book final exam that they will have to prepare for at the end of the program which will take some committed study time.

Other Questions?

Please contact John Lingvall, VP, director of education at 916/438-4428

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