Effective Commercial Loan Write-Ups Mandatory 2 Part Series 8/15 & 8/22
Join us for this two-part webinar to learn the basics of crafting an effective commercial loan write-up and how to make a clear, concise and motivating presentation.

The first session will begin with a brief overview of loan write-ups or credit memorandums including types, styles and necessary component parts.

This session will also cover additional important loan write-up items including assessing the company’s strategic plan. The second session will review loan committee presentation skill building techniques that include the do’s & don’ts of the loan committee, reading the personalities of the committee members and exploring group dynamics.  This session will also cover the supporting disciplines of negotiation skill building, communications and personal marketing.


Session 1:

  • Review effective commercial loan write-ups
  • Discuss types, styles and components parts
  • Cover the financial analysis section
  • Assess the company’s strategic plan
  • Summarize the concepts by reviewing loan write-ups

Session 2:

  • Gain an understanding of effective presentation skills
  • Learn to make motivating presentations and conquer fear and intimidation
  • Analyze the “do’s and don’ts” of the loan committee, personality types & group dynamics
  • Review the related topics of negotiation skill building, communications and personal marketing
  • Summarize the concepts through case studies


Commercial lenders, relationship managers, credit analysts, private bankers and business development officers.


David L. Osburn , CPA, CCRA, NACM, is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides seminars, webinars and keynote speeches for bankers, CPAs, attorneys, and credit managers. Topics include banking/finance/credit, negotiation skills, marketing and management issues. His extensive professional background includes 16 years as a Business Trainer/Contract CFO and 16 years as a bank commercial lender. His banking credentials include, loan underwriting, loan “work-out,” management and business development.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $525.00 | Non member price $1050.00

On-Demand Webinar

Member price: $565.00 | Non member price $1130.00


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)

1516 Xavier St., Ste 500, Denver, CO 80204

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.