ABA National Commercial Lending School

April 28 – May 4, 2018; Southern Methodist University, Dallas, TX

 
Application | In association with Southwestern Graduate School of Banking
 

Build a core foundation of expertise

Enrollment is limited. Applications are accepted on a first-come, first-serve basis. Previous schools have reached capacity, so plan to reserve your seat early.

For those in the earlier stage of their career, this is the school for you. The ABA Commercial Lending School: Foundational strikes the perfect balance, teaching core lending mechanics as well as their impact on big picture market trends. Coursework will address cutting-edge topics and trends, with students customizing their learning experience through timely electives. 

Managing your loan portfolio is increasingly more challenging. Heightened competition from new players, economic changes, ever-changing regulations and rising risks are a few of the factors that make attending the ABA Commercial Lending School essential to lending officers who desire to improve their skills and advance their careers. 

Curriculum

A solid understanding of commercial lending is just the beginning. The ABA Commercial Lending School’s highly interactive learning activities and classroom instruction offers you the opportunity to find solutions to the challenges and issues you face daily. Here you will learn how to:

  • Identify and maximize sales opportunities
  • Improve your return on investment
  • Identify and minimize the cost of problem loans
  • Improve your portfolio quality
  • Build leadership skills
  • Develop and refine lending strategies

The ABA National Commercial Lending School provides a thorough understanding of the most important issues. The first-class curriculum, designed and delivered by a prestigious faculty of bankers, academics and industry experts. And by attending the school, you’ll have the opportunity to build a nationwide network of industry peers – a resource that will continue to help you succeed.

Classes include: Banking, Credit and the Economy; Evaluating the Borrower’s Loan Request; Evaluating the Borrower’s Business Strategy; Evaluating and Assessing Credit Quality; Underwriting the Loan Request; Developing the Credit Memo; Loan Underwriting Case Study – C&I Loan or CRE Loan; Monitoring Your Loan Portfolio; Bank Loan Simulations.

 

TUITION FEES

  • ABA Member – $2,395 |  Non-member – $3,395
    Fees include tuition, lunch, instructional materials, and certificate of completion.  Housing is extra. Hotel Accommodations are $139/night for a single/double.

  • Team Discount 
    Send a team of two or more employees and take advantage of the following team discounts:
    • 2-3 attendees receive a 5% tuition discount
    • 4-10 attendees receive a 10% tuition discount
    • 11+ attendees receive a 15% tuition discount

Who Should Attend

The ABA National Lending School: Foundational is for lending officers with 1 to 5 years commercial lending experience. It is also applicable for lenders who have been away from commercial lending for a while or whose training has not been consistent.

  • Lending Officers
  • Credit Managers
  • Credit Analysts
  • Loan Review Officers
  • Branch Managers
  • Bank Calling Officers
  • Business Development Officers
  • Examiners

 

NOTE: Those enrolling in the ABA Commercial Lending School: Foundational are assumed to enter the school having a familiarity with and an understanding of the following: 

  • Contents of the balance sheet and the operating statement; 
  • Auditor’s reports; 
  • Cash flow statements; 
  • Ratio analysis; 
  • Working Capital; and 
  • Commercial Collateral 

If you need a refresher of one or more of these topics, it is recommended that you consider attending the Financial Statement Analysis workshop on the weekend before the school.

 

Additional Information

 
SCHOOL TRANSCRIPTS
Transcripts and Verification of Attendance for the ABA National Commercial Lending School are available from 1990 to present.  To request either document, please e-mail Daisy Johnson with the following information:

Name 
School Attended 
Year of Attendance 
Location

WHAT OUR ATTENDEES SAY…
“The ABA National Commercial Lending School is one of the most valuable learning sessions that I have attended. Having access to the instructors outside of the classroom was invaluable – as was the time spent with classmates. I was able to discuss issues and gain many perspectives. The loan simulation was a great experience and the ability to get feedback on your loan decisions in such a short time frame was very enlightening.”

— Doug Eakin, Commercial Credit Analyst, First Bank Richmond, NA, Richmond, IN

“An investment in knowledge always pays the best interest.”  Benjamin Franklin

The New York Bankers Association is a Local ABA Training Provider.

Questions: NYBA Professional Development at (212) 297-1679 or education@nyba.com.