This program has been changed to a virtual program via Zoom. 

Member Fee Virtual Live Seminar (via Zoom) OR Virtual Seminar Recording:  $265
Non-Member Fee Virtual Live Seminar (via Zoom) OR Virtual Seminar Recording:  $465

Speaker: Ancin Cooley, Synergy Bank Consulting 

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Please note: If you participate in the live virtual seminar, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you opt for the recording, we will not be able to provide a certificate because we will not be able to track attendance.

Upon completion of this program, you will be able to:

• 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.