This event is currently being hosted on a separate registration page. Click here to be redirected to the appropriate page.
Fundamentals of Commercial Lending
September 24, 2024 - September 26, 2024
Program Overview
Mass Bankers and New Horizons Financial Group present the 2024 Fundamentals of Commercial Lending program. This 3-day workshop covers the fundamentals of credit analysis including a review of the basics of determining creditworthiness, how to review and analyze financial statements, and common tools used to analyze borrowers. Participants will have the opportunity to review case studies of common lending situations and practice calculations and analyzing financial statement.
Dates & Time
September 24 - September 26
8:30AM Registration, 9:00AM Program Start, 3:00PM Program Concludes
What You Will Learn
- Framework of credit analysis,
- Credit analysis tools,
- Accounting for business operations,
- Component, ratio, and cash flow analysis,
- Reading financial statements & tax returns,
- Commercial loan structure,
- And more!
Click HERE to Read Detailed Curriculum and Agenda.
Who Should Attend?
New Credit Analysts, New Commercial Lenders, New Commercial Lending staff, and any Accounting/Finance staff seeking a refresher on credit analysis
Fees
Registration includes all instruction, casebook, supplemental materials, and meals.
Mass Bankers has a room block at the Courtyard Boston Marlborough. See the Hotel tab for more information.
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
|
John Barrickman
<p>John R. Barrickman has extensive experience teaching and lecturing on economics, credit analysis and commercial lending. He is the author of the Commercial Lending Curriculum used in the week-long New England School of Commercial Lending, a contributing author to the RMA Journal and co-author of books on commercial lending, loan pricing and customer profitability analysis. Mr. Barrickman is president of New Horizons Financial Group in Amelia Island, Florida.</p>
|
New Horizons Financial Group | All Sessions |
Sponsors
Continuing Education
Hotel
The Courtyard Boston Marlborough, 75 Felton St, Marlborough, MA 01752 is the host hotel for the conference. The room rate will be $159/per room, per day, plus tax for single or double occupancy.
Hotel accommodations can be secured by clicking HERE. Rooms will be available at 4:00 p.m. on October 28. Check out time is 11:00 a.m.