Business Entities for Lenders

Characteristics, Requirements, Creation, Advantages and Disadvantages of Corporations, LLCs, Partnerships and Other Entities for Lenders .

Essential legal principles underlying creation and operation of borrower entities are significant issues for lenders concerned with creating effective and enforceable loan documents. It is estimated that 30% of UCC filings do not have the correct name of the entity or identify the correct type of entity.


  • Corporations
  • Subchapter S Corporations
  • Partnerships-General and Limited
  • Limited Liability Companies
  • Professional Corporations
  • Trusts
  • Associations 


The program has been created for lenders, relationship managers, loan assistants, credit analysts, loan reviewers, loan administration personnel and loan operations personnel who are involved in documenting loans that comply with both credit and lien requirements.


Bob Ullom, a nationally recognized banking educator, began his career as a CPA who came to banking in 1970 to establish a credit analysis function. Bob has been president of two start-up banks and led both fast-growing institutions to profitable, sound status. Since 1989, Bob has provided relevant, “real world” training in over 35 states for bankers associations and individual banks. He is currently presenting a wide variety of seminars dealing with all areas of lending and credit management, management in a changing banking environment, bank directors and compliance.

Credit Information

Institute of Certified Bankers: Visit aba.com/icb/membercereview for instructions regarding self-reporting. Estimated credits: 2.5 hours CLBB/CPB/CCSR relevant instruction.


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

4434 W. 29th St., Denver, CO  80212

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.