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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
TBD

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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RMA BDO Panel Discussion: What is Working in Business Development?

March 21 @ 11:30 am - 3:30 pm
The Pacific Club, 4110 MacArthur Boulevard
Newport Beach, CA 92660 United States
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$65 - $75

LUNCHEON: "Trends in Lead Generation and Effective Sales Approach" Moderated by Steve Casselberry. Panelists will include: Missy Stern, Bank of the West Thomas Lowrey, Wells Fargo Kate Armado, Opus Bank Scott Jones, White Nelson Diehl Evans Our Banking Business Development Officers Panel will explore new tools and trends in lead generation, prospect research and pre-call planning, as well as effective approaches to the new client conversation. What is new, what still works and what does not in 2018. VIEW FULL…

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April 2018

TECHNOLOGY AND THE FUTURE OF WORK

April 19 @ 4:30 pm - 6:00 pm
UCI Cove, 5141 California Avenue
Irvine, CA 92697 United States
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$40

TECHNOLOGY AND THE FUTURE OF WORK HOSTED BY THE WOMEN IN FINANCE GROUP | RMA ORANGE COUNTY CHAPTER - OPEN TO EVERYONE! Join RMAOC for a thoughtful conversation with experienced leaders to gain insights to help navigate the technological changes occurring in the workplace. Topics will include Blockchain Technology, Artificial Intelligence, Predictive Analytics and the Digital World. Featuring Panelists from: Kinecta, Bank of America, Cisco, and DocuSign. DATE: THURSDAY, APRIL 19 Time: 4:30-6:00pm LOCATION: UCI COVE - Inside the Semtech…

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Cash Flow Analysis II: Applied Concepts

April 26 @ 8:30 am - April 27 @ 5:00 pm
TBD

Fees Associate Members: $695.00 Nonassociates from Member Institutions: $875.00 Professional Members: $875.00 Nonmembers: $1265.00 Course Description Cash Flow Analysis II: Applied Concepts teaches participants to link financial analysis generally and cash flow analysis specifically to industry, business, and management risk issues, and enables them to effectively review a loan request. More information to follow.

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May 2018

Advanced Real Estate Cash Flow and Valuation

May 11 @ 8:00 am - 5:00 pm
TBD

Fees Associate Members: $355.00 Nonassociates from Member Institutions: $495.00 Professional Members: $495.00 Nonmembers: $745.00 Course Overview This course explains the more complex issues encountered in commercial real estate lending, specifically for income-producing or investment properties. Topics include the lease review process, extraordinary rental arrangements, ground leases, advanced documentation issues, valuation using discounted cash flow models, and more complex projects. Who will benefit? Advanced Real Estate Cash Flow and Valuation is designed for practicing commercial loan officers and other lending or credit professionals who need to…

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Financial Statement Analysis (2-Day)

May 31 @ 8:30 am - June 1 @ 5:00 pm
TBD

Fees Associate Members: $695.00 Nonassociates from Member Institutions: $875.00 Professional Members: $875.00 Nonmembers: $1265.00 Course Description Financial Statement Analysis is designed to teach the analytical process and decision-making techniques that participants need in order to make sound credit decisions through the application of financial statement analysis. After completing this two-day course, participants will establish a foundation in the following areas of study: Business and industry risk analysis Management analysis Financial statement analysis Financial drivers Forecasting Loan structuring In addition to creating a framework for applying…

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