For Commercial Credit & Lending Staff, Senior and Executive Managers, and Board Members
This seminar is a starting point for commercial lending, credit, and support teams as they work to build an efficient and profitable underwriting function, effective and productive underwriting process, and greater and faster deal productivity.
Wednesday, October 5
01:00pm – 03:00pm EST
Virtual (Video) Event
Register
Program Description
It is not unusual to hear commercial lending organizations talk about profitability of their credit underwriting teams and operations. When they do, however, the tendency is i) to focus on some segments of costs but not key relevant costs and ii) to try to reduce costs without taking opportunity costs into account or focusing on productive cost reduction (cost reduction for the sake of cost reduction, but not for sustainable growth).
In the current times of constrained underwriting resources, shortage of quality talent, significant technology investment needs, and other challenges, the last things credit and lending managers have time to worry about are profitable operations, greatest value-add of their team members, highest ROI, and most effective and efficient credit & lending operations.
You will often hear: “Do you want us to get deals done OR do you want to worry about the greatest value-add of our team members and their profitability?”
Yet, the most successful commercial lending teams and organizations know that the highest and best use of their team members’ time is what powers their ability to produce more deals, in shorter time, with greatest efficiencies and effectiveness, and highest employee work satisfaction.
Where do you start? DNB Advisory’s seminar, What Every Commercial Lending Professional Has To Know, is that critical starting point for commercial lending teams, their managers, and even board members.
- Desire to be open-minded in objectively evaluating and challenging how you do business today
- Willingness to explore and understand how your daily behaviors and bad habits convert into cost, revenue and profit, and opportunity impact to your team and overall organization
- Open-mindedness to weave focus on cost, revenue and profit, and opportunity cost into your team’s daily operation
$149 per individual registration.
Note that this is a single participant license/registration. To sign up more participants, select appropriate quantity/number of participants in the payment screen.
Registration is fully refundable if cancelled 5 days prior to the event (minus ~3% transaction fee that we get charged and don’t get back, unfortunately). If cancelled within 5 days of the event, a credit will be issued toward next available seminar.
Contact DNB Advisory for group discounts OR for an impactful in-house seminar delivery.
Neil launched DNB Advisory in 2016 after a 20-year successful commercial banking and financial services career. During his financial services career, Neil worked at organizations such as Citizens Financial / RBS, Boston Private Bank, FleetBoston Financial, and Cambridge Trust. His commercial banking career covers roles in credit analysis and underwriting, portfolio management, relationship management and business development, credit review, mid and senior management roles within commercial lending space, and team build-out and turnaround. Prior to founding DNB Advisory, Neil headed Citizens Bank’s Commercial Banker Development Program (CBDP). It is a 12-month, full-time credit training program, one of only several programs of its caliber remaining in the country and the only one in New England. He was a key member of the founding team, responsible for program development, build-out, and growth, helping make the CBDP a national success story.
Neil is one of the Risk Management Association (RMA) national instructors. He is also a nationally recognized author, speaker, and talent developer. He wrote numerous articles for and was quoted or featured in regional and national publications such as the RMA Journal; LA Times; Boston Globe; Banker & Tradesman; American City Business Journals (MA, FL, MN, FL); Banking New England & New York; Inc.com; Entrepreneur.com; and Entrepreneur Magazine. Neil has published four books, largely focused on commercial credit management and general business topics.
Neil received an MBA from Babson College, a Graduate Certificate in Management from Harvard University, and a BA in English Linguistics from Turkmen State University with studies at Middlebury College.
Reviews from past attendees
Insightful and informative seminar
VP, Commercial Credit Manager, a top 10 commercial bank in the U.S. $5B-$10B in assetsOut of all training I attended during my banking career, this one is at the top of my list
VP, CCO, commercial bank $500MM - $1B in assets $500MM-$1B in assetsA really thought provoking seminar
VP, Credit Manager, commercial bank $5B - $10B in assets I found the seminar to be job-specific and plan to apply some of the principals or techniques learned to my job. Your presentation skills were excellent and kept the subject very interesting. I also appreciated your facilitation of the participants’ discussion.
EVP, CCO, FL $3B-$5B in assetsTremendous amount of actionable knowledge
Credit Manager, credit union $1B - $5B in assets >$20B in assets