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October 2017

Analyzing Business Tax Returns

October 16, 2017 @ 8:30 am - 5:00 pm

Registration Fees Associate Members: $355.00 Non-associates from Member Institutions: $495.00 Professional Members: $495.00 Nonmembers: $745.00 Course Description Analyzing Business Tax Returns teaches the participant how to understand tax concepts related to various business entities and how to use tax returns to help estimate the customer's ability to service debt. This basic course presents several aspects of analyzing tax returns, including estimating cash flow from tax returns and determining how taxes influence cash flow and the customer's operations. The course addresses all…

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December 2017

Commercial Loan Documentation (2-Day)

December 5, 2017 @ 8:30 am - 5:00 pm
Pacific Arts Plaza, 611 Anton Blvd
Costa Mesa, CA 92626 United States
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Fees Associate Members: $695.00 Nonassociates from Member Institutions: $875.00 Professional Members: $875.00 Nonmembers: $1265.00 Course Description Commercial Loan Documentation provides commercial lending and credit professionals with the skills to ensure legal compliance in the lending arrangement. Participants will strengthen customer relations by demystifying the legal process and will protect their organizations from unnecessary losses caused by incomplete documentation. This course includes the latest revisions to Article 9 of the Uniform Commercial Code. For additional details on the class including registration, learn more here.

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March 2018

Lending to Wealthy Individuals

March 16 @ 8:00 am - 5:00 pm

Fees Associate Members: $355.00 Nonassociates from Member Institutions: $495.00 Professional Members: $495.00 Nonmembers: $745.00 Course Description Financial institutions that identify and meet the needs of wealthy individuals, and that can analyze the risks involved, have the opportunity to build profitable long-term relationships with these clients and their referrals. Lending to the wealthy is somewhere in the middle of the commercial side and the retail side of banking. Wealthy clients aren't looking for the restrictions of consumer lending or for commercial lending based on corporate…

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