Lending School
Community bank lenders require specialized skills to make sound credit decisions and grow business for the bank. This school provides the guidance and training they need to excel in today’s competitive market. It delivers instruction in all facets of lending, with an emphasis on loan policy, financial analysis, loan structure, risk management and calling skills.
When
Where
Hotel Information
Sonesta Bee Cave Austin
12525 Bee Cave Pkwy
Bee Cave, TX 78738
Rate: $179/night
Deadline: January 14 (or until sold out, whichever comes first)
About
This school provides lenders with the guidance and training they need to excel in today’s competitive market. It delivers in-depth instruction in all facets of lending, with an emphasis on loan policy, financial analysis, loan structure, risk management and calling skills.
Two Fundamental Purposes
- To help lenders understand the role that policy plays in effective loan decision-making
- To help lenders develop or refresh credit perspectives, skills and tools so they may return to their banks more capable and confident in their ability to effectively manage risk and generate new business
The Lending School is led by experienced teachers with extensive realworld and relevant banking experience. All speakers have served the Texas Bankers Association and the banking industry nationwide for many years.
The learning environment includes lecture and class discussion. Each session is highly conversational with Q&A being the order of the day. A regulatory panel will provide up-to-date perspectives and answer questions.
Schedule
FAQ
Loan Policy
• Risk Management
• Essential Lending Principles
• Personal Financial Statement Analysis
• Consumer Lending
• Business Financial Statement Analysis
• Cash Flow Analysis
• Loan Structuring
• Loan Documentation
• Calling Skills
• Customer Service Skills for Lenders
• Lending Compliance
• Regulatory Panel
• Case Studies
Texas State Board of Public Accountancy — 35.5 CPE credits
At least one year of lending experience or three years of general banking experience is recommended.
Students are required to attend all classes and participate in class discussions and case studies to receive a certificate of completion.
For less experienced lenders, completion of TBA’s Financial Statement and Cash Flow Analysis Boot Camp, January
23-24, 2024, (or similar training) will help students prepare for this school.
Register online or complete the attached form. If you would prefer to email or fax your registration we will be happy to invoice your bank. Registering early is encouraged to secure your seat.
A confirmation will be emailed to you upon receipt of registration. See registration form for more details and registration fees.
Registration fee includes program materials, daytime meals, online behavioral assessment tool, plus a welcome reception (guests invited).
Note: For IRS reporting purposes, the food cost portion of your registration is approximately $665.
Sonesta Bee Cave Austin Hotel
12525 Bee Cave Pkwy
Bee Cave, Texas 78738
512-483-5900
Reserve your hotel room for the dates of February 4-8 at the discounted rate of $179 per night. Make reservations below . The group rate will be available until January 14, 2024, or until the group block is sold out, whichever comes first.
A notebook with course materials will be provided onsite for each student.
The hands-on curriculum features an indepth case study project and class exercises (please bring a calculator). Students will also be asked to complete an online behavioral assessment tool prior to attending to participate in the Wednesday afternoon sales skills
session. This session will help you build on your strengths and increase personal effectiveness when interacting with others and growing business for the bank.
Faculty members have been chosen based upon their education, banking experience and teaching expertise.
All faculty encourage and welcome questions and interaction so that important concepts and tools are fully presented and clearly explained.
Faculty Members Include:
David Kemp, Bankers Management, Inc.
Robin Russell, Hunton Andrews Kurth LLP
Vicki Kraai, InterAction Training
Compliance Alliance
Compliance Regulatory Panel, FDIC, OCC, Texas Department of Banking and Federal Reserve Bank
Registration and attendance at, or participation in, this meeting constitutes an agreement by the registrant to TBA’s use and distribution (both now and in the future) of the registrant’s or attendee’s image or voice in photographs, video, electronic reproductions and audio of such event.
Because networking is a key benefit of participating in TBA events, email addresses are included on the registration lists provided to attendees. If you would like to exclude your email address from the registration list, please complete this form.
Questions: email education@texasbankers.com or call (512) 472-8388