Best Western Plus Grantree Inn
Best Western Plus Grantree Inn, 1325 N 7th Ave, Bozeman, MT 59715, USA

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Event Date Thu Oct 20 MDT - Fri Oct 21 MDT (in 5 months)
In your timezone (EDT): Thu Oct 20 2:00am - Fri Oct 21 2:00am
Location Best Western Plus Grantree Inn
1325 N 7th Ave, Bozeman, MT 59715, USA
Region Americas

This seminar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure.

The training session will also cover underwriting C&I loans including accounts receivable assessment and the use of a “Borrowing Base Certificate” (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the seminar will also cover the proper evaluation of the borrower’s financial statements.

Additionally, the seminar will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The seminar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.

• Review C&I lending
• Discuss C&I loan products and their typical structure
• Explore underwriting C&I loans including accounts receivable, inventory, and equipment financing
• Analyze the Borrowing Base Certificate (BBC)
• Evaluate the borrower’s financial statements
• Review the documentation, collateral, pricing, and managing of C&I loans
• Develop the marketing of C&I loans in today’s economy

This seminar will begin with a review of “commercial real estate” including types of properties and demand/supply in the “current” market.
The session will then cover the entire “loan process” by which a commercial real estate (CRE) loan is marketed, underwritten, approved, documented, “closed,” and monitored. The process will include a discussion of CRE underwriting techniques and loan documentation issues.

Additionally, strategies to handle a problem CRE loan will be addressed.

• Review commercial real estate including types of properties and demand/supply in the current market
• Gain an understanding of how banks process CRE loans
• Learn the steps of marketing, underwriting, approving, documenting, closing, and monitoring a CRE loan
• Cover CRE loan underwriting techniques and documentation issues
• Address problem CRE loan issues


Commercial lenders, credit analysts, loan documentation specialists, relationship managers, branch managers, private bankers, and business development officers


2022 Speaker


David Osburn
Founder and Managing Member of David L. Osburn & Associates Llc