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ABA Commercial Lending School - Foundational

April 26 - May 1, 2020 • Southern Methodist University, Dallas, TX

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Curriculum

2019 Course Catalog  |  Advisory Board

The ABA Commercial Lending School - Foundational teaches the fundamentals of credit analysis, pricing and strategy.

Take part in a computerized bank loan simulation that models real-life bid sessions. This unique learning tool is a highlight, enabling students to hone their credit decision accuracy, credit selection, and relationship pricing as they set goals and develop a loan portfolio. As the simulations progress, gain vital skills in a fun, risk-free practice environment. Rake in deposits, generate new loans and enjoy the thrill of competing with fellow students.

Students return to their banks with career enhancing, professional skills that deliver results.

Learning Objectives

  • Develop and refine your lending strategies
  • Improve your return on investment
  • Identify and minimize the cost of problem loans
  • Increase the size of your bank's loan portfolio
  • Identify and maximize sales opportunities
  • Build your leadership skills

​​​2019 Schedule

Download PDF Schedule

Sunday, April 28
12:00 pm - 2:30 pm
School Registration
2:30 pm - 3:00 pm
Orientation
3:00 pm - 5:00 pm
Banking, the Economy & Credit Outlook
5:30 pm - 6:30 pm
Reception
Monday, April 29
8:00 am - 9:30 am
The Importance of Cash Flow
9:45 am - 11:15 am
The Importance of Cash Flow
11:30 am - 12:15 pm
The Importance of Cash Flow
12:15 pm - 1:15 pm
The Importance of Cash Flow
1:15 pm - 2:15 pm
The Importance of Cash Flow
2:30 pm - 3:15 pm
Bank Loan Simulation Orientation
3:30 pm - 4:45 pm
Simulation Breakout 1
4:45 pm - 5:30 pm
Simulation Bid Session 1
Tuesday, April 30
8:00 am - 9:30 am
Evaluating the Commercial Borrower's Business Strategy
9:45 am - 12:00 pm
Underwriting the Loan Request
12:00 pm - 1:00 pm
Lunch
1:00 pm - 2:30 pm
Developing the Credit Memo
2:45 pm - 3:45 pm
Communication Skills for Client Relationship Building
4:00 pm - 5:15 pm
Simulation Breakout 2
5:15 pm - 5:45 pm
Simulation Bid Session 2
Wednesday, May 1
8:00 am - 10:00 am
Specialized Lending: CRE
10:15 am - 12:15 pm
Presentation Skills for Lenders
12:15 pm - 1:15 pm
Lunch
1:15 pm - 3:30 pm
An Introduction to Credit Risk Management: Credit Policy and Credit Culture
3:45 pm - 4:45 pm
Simulation Breakout 3
4:45 pm - 5:15 pm
Simulation Bid Session 3
Thursday, May 2
8:00 am - 10:00 am
Fundamentals of Asset Based Learning
10:15 am - 12:15 pm
Underwriting Case Study
12:15 pm - 1:15 pm
Lunch
1:15 pm - 3:15 pm
Underwriting Case Study
3:30 pm - 4:30 pm
Simulation Breakout 4
4:30 pm - 5:15 pm
Simulation Bid Session 4
Friday, May 3
8:00 am - 10:00 am
Monitoring your Commercial Loan Portfolio
10:15 am - 11:30 am
Simulation Review/Debrief
11:30 am
School Adjourns

Schedule and course offerings subject to change.

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​Program questions? Please contact Susan Bonney for more information.
 

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