October 23rd, 2019
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This seminar continues a series of nationally-recognized programs unique to and developed by DNB Advisory that focus on building high performance commercial lending and credit teams. This course contains must-know information for every commercial credit and lending professional, including credit analysts or underwriters, RMs, and credit and lending team leaders.
A significant part of every commercial credit and lending team’s work revolves around annual reviews. Yet, many commercial lending organizations find that they are consistently past due on annual reviews and renewals due to the lack of capacity as well as inefficient and inconsistent review processes. Credit teams face a number of challenges such as the inability to increase production and volume throughput, to focus annual reviews on what’s truly relevant, and to reduce the cost of annual reviews. There are numerous options on how to structure your annual reviews process and how to right-staff your team. In the meantime, inefficiencies result in hundreds of thousands of dollars lost annually, even at smaller community banks.
This exclusive to DNB Advisory seminar is designed to help you take better control of your annual review process, production and turnaround times as well as to create additional underwriting capacity by working smarter. Its credit and lending tracks focus on a range of topics, including:
- Identifying what’s most relevant to an effective and profitable annual review process
- Focusing on the greatest value-adding components of annual review work
- Understanding what behaviors and process elements result in significant waste of time and working to eliminate them
- Understanding the cost and bottom line impact of various current inefficiencies
- Developing approaches to implement the knowledge acquired and ensure successful improvements
- Developing relevant skills among credit and lending team members to ensure more efficient and effective annual cycles
- Commercial credit analysts and underwriters
- Commercial relationship managers
- Credit and lending team leaders
- Commercial banking managers and executives interested in improving their deal flow, reducing costs, and increasing revenue and profitability of their commercial lending teams
- Desire to be open-minded in objectively evaluating and changing how we do business today
- Willingness to convert inefficiencies into numbers to understand the revenue, cost, and profit impact
Wednesday, October 23, in Boston, MA
- Two-hour training program, includes lunch; 12:00pm – 02:00pm
- $175 per attendee (prorated typical full-day course pricing); includes lunch and materials
- No cancellation within 3 weeks of the seminar date, unless DNB Advisory is able to fill in your spot; transferrable to a similar session at another location
Please contact us if you’d like to host an in-house session for your credit and lending staff (wholesale pricing) at neil[at]dnbadvisory.com or 617-233-1405.
Neil is one of the Risk Management Association (RMA) national instructors. He is also a nationally-recognized author and speaker. 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
Awesome Class! Great materials. Thank you for all your support.
I thought the class was excellent! I’m looking forward to implementing some of the ideas you discussed and I’ll let you know how it goes. Everything feels very overwhelming as I transition and start to dig into what I inherited. I’ll get through it though! Thanks!
I found great value in the seminar… I am sending my other CO to another session in May.
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.
I thought that the seminar was very worthwhile and I got a lot out of it.
I found the seminar to be really helpful in provided me some thought provoking situations and ideas.