Consumer Lending Basics & Advanced Options 2022 | WVBankers | 7 November 2022 | Four Points by Sheraton Charleston, 600 Kanawha Blvd E, Charleston, WV 25301, USA

Sound credit decisions by community bank lenders require a high degree of perception and skill. To reach this level of sophistication, your lending personnel must constantly rethink existing approaches, research new ideas, and update their knowledge.

This educational program:
• Provides essential knowledge and skills to your lending professionals;
• Establishes a network of lenders for continued support by sharing experience with lending professionals.

Key Topics:
• Lending Compliance
• Introduction to Consumer Lending
• Taking the Loan Application and Interviewing
• Investigating the Application
• Risk Analysis
• Lending to Self-Employed Borrowers
• Business Development
• Loan Documentation
• Collections and Bankruptcy

2022 Speakers

PRESENTERS:

David L. Kemp
President, Bankers Management, Inc. (BMI)

Andrew Okolski
Director of Credit Union and Municipality Strategies, The Baker Group

Ann Thomas
Alexander & Associates, Judith Alexander Jenkins

Bernie Deem
Staff / AlignHR / Outsource HR, Society of Human Resources Management (SHRM)

Bob Mellinger
Founder and President, Attainium Corp.

Bob Newman
CFA/Managing Director, Financial Institutions

Charles Dunbar
Member, Jackson Kelly PLLC

Christopher Nice
Partner, Accounting and Auditing Department

Christopher J. Winton
Managing Member, Charleston/West Virginia law firm of Ray/Winton & Kelley PLLC

Chuck Stump
President/Author/Advisor, The Performance Group, Inc.

Clifton B. Clark
Member, Jackson Kelly PLLC

Dale Sheller
Financial Strategist/Senior Vice President, The Baker Group LP

Dana Sparkman, CFA
Vice President, Financial Strategies Group

Darlia Fogarty
President, Compliance Alliance

Dave DeFazio
Partner, StrategyCorps

David Battle
Financial Institution Security Consultant, DBR & Associates LLC

David Kemp
President, Bankers Management, Inc. (BMI)

David Osburn
Founder and Managing Member, David L. Osburn & Associates LLC

Dianne Barton
Founder and President, Performance Solutions Inc.

Drew Simmons
Senior Vice President, The Baker Group

Elizabeth Amandus
Attorney, Charleston

Flynt Gallagher
President, Newcleus Compensation Advisors

Greg Souther
Founder and CEO, oiTrain OnDemand (iTod)

James Craven
Vice President & Senior Consultant, ECM Solutions

Jason L. Ott
Member, Frost Brown Todd LLC

Jeffery Johnson
President, Bankers Insight Group

Jeffrey Caughron
Managing Director, The Baker Group

Jill Hall
Member, Jackson Kelly PLLC

Jim Rechel
President, Rechel Group

John Allevato
Member, Spilman Thomas & Battle, PLLC

John Barrickman
President, New Horizons Financial Group

Joshua S. Rogers
Office Managing Partner, Morgantown Office/Dinsmore & Shohl LLP

Justin Harrison
Member, Firm’s Labor and Employment Group

Karl Nelson
Founder and CEO, KPN Consulting

Lester F. Murray
Associate Partner, The Baker Group

Mark Mangano
Counsel Practicing, Banking Industry Group

Mark Swanson
President of New Markets and Community Affairs, Northside Bank

Mary Radford
Chair & Associate Professor/ Family Nurse Practitioner, The University of Tennessee at Martin

Mary Elisabeth Naumann
Member, Jackson Kelly PLLC

Matt Harris, CFA
Senior Vice President, The Baker

Michael Erhardt, CPA
Managing Director, Stifel

Michael Johnston

Patrice Konarik
President, Sunwest Training Corp.

Patrick Vernon
Senior Manager Advisory Services, Crowe LLP

Phil Stenseth, CFA
Managing Director, The Baker Group

Ryan Hayhurst
President, The Baker Group

Silvia Maggio
Deputy General Counsel, Compliance Alliance

Stacia Schacter
FS IA Operational Senior Manager, Crowe LLP

Suzette Jones
Managing Member, Training Resources Consulting LLC

Taylor Currie

Trina McCoy
Senior Consultant and Facilitator, Performance Solutions, Inc.

Victoria Stephen
Associate General Counsel, Compliance Alliance

Vincent DiCara
Owner and Founder, DiCara Training and Consulting LLC