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