RMA Commercial Lending 2021

This comprehensive lending school has been designed to serve the fundamental commercial credit analysis training needs of community bankers. 6 days of professional training offered 2 days per week for 3 consecutive Tuesdays & Wednesdays May 4, 5, 11, 12, 18, 19. Class time: 9:00am to 11:30am; 1:30pm to 4:00pm each day.

Sponsored by Vermont RMA Chapter 
in cooperation with
New Hampshire Bankers Association and Vermont Bankers Association, Inc.

Designed specifically as a “boot camp” level training experience, this comprehensive lending school has been designed to serve the fundamental commercial credit analysis training needs of community bankers. It is ideal for recently hired staff who may be new to the commercial lending underwriting process. The course consists of a review of basic financial accounting concepts and the presentation of basic financial statement credit analysis theory rooted in banking industry adopted “best practices”. The use of specifically designed case studies enables course participants to take a “hands-on” approach when applying the analytical concepts discussed.

“Small Business Financial Statement and Cash Flow Analysis” begins with a review of the needed foundation in financial accounting for those individuals who have had no previous formal financial accounting classroom instruction, or as a refresher for those who have had previous financial accounting training. That is followed by a curriculum which focuses on interpreting information typically contained in accountant prepared financial statements, personal financial statements, and U.S. federal income tax returns.

Who Should Attend?

  • Commercial Credit Analysts
  • Commercial Lenders
  • Small Business Development Officers
  • Branch Managers involved in small business lending
  • Loan Review Staff
  • Commercial Loan Administrative Assistants
  • Other Credit Staff who face the underwriting challenges associated with self-employed individuals and closely held companies
REGISTRATION FEE:
$2,125.00 Member Rate: NH Bankers, VBA, or RMA
$2,325.00 Non-Member Rate: NH Bankers, VBA, or RMA

More Information and Registration

Vermont Bankers is administering this program.  Please complete the registration form found in the link below and contact them directly at 802.229.0341. You may also reach out to Sandy Tracy with questions.  Registration deadline is Friday, April 16, 2021.

Cancellation Policy 
A full refund will be made for any cancellation received prior to April 16, 2021. After that time, there will be no refunds. However, substitutions may be made. If a registrant needs to drop out of the school after it has begun, a pro-rated credit will be given towards the cost of a future lending school being taught by Phil Hatch which must be used within a one-year time frame.

Consent to Use of Photographic Images
Registration and attendance at, or participation in, NH Bankers meetings and other activities constitutes an agreement by the registrant for use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities by NH Bankers Association.

When
5/4/2021 - 5/19/2021
Where
VIRTUAL UNITED STATES
To register for an event, you must sign in. When registering, please remember to include your title.
Not sure if you have an account? There's a good chance you do if you've ever attended any of our events. 
Existing members should sign in or use the Forgot my password or Forgot my username links rather than creating a new account.
If you still have issues, please reach out to bbeaulac@nhbankers.com for assistance. 

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Download a copy of our 2021 Professional Development events here.

This document is a full list of 2021 events by occupation and general career development. It is current as of today's date.

Note: Registration is not complete until "Submit Order" button on checkout page is clicked.