Loan Documentation 101

Member Fee:  $265
Non-Member Fee:  $465

Speaker: Ancin Cooley, Synergy Bank Consulting 

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Topics include:

  • Navigate the loan documentation process
  • Avoid unintended commitments to lend
  • Identify borrowers and who has authority
  • Perform preliminary due diligence 
  • Select and prepare the necessary forms
  • Have a good working knowledge of the purpose of each document:
    • Who needs to sign what? Make sure you know who owns, guarantees, and is authorized or required to sign which documents.
    • When should you consider more than boilerplate loan agreement covenants?
    • Perfection of security interests for certain types of collateral (marketable securities, deposit accounts, life insurance policies, equipment and inventory, contracts or receivables, leases, etc.).
    • Understanding the lien process
When
2/19/2020 9:00 AM - 4:00 PM
Where
LBA/The Bankers Center 5555 Bankers Avenue Baton Rouge, LA 70808 UNITED STATES
 

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