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Calendar of Events: Advanced Loan Documentation

Meeting Number

 

Event Title

Advanced Loan Documentation 

Start Date

 

End Date

 

Place

Webinar 

Event Details

Who Should Attend?
Loan officers, credit analysts, note and credit department personnel, internal auditors, loan review and compliance personnel, or any banker involved in the lending function.

CE Approved:  2.5 hours CRCM/CLBB/CPB with the Institute of Certified Bankers

Agenda
2:30 p.m.  Seminar Begins
4:00 p.m.  Questions & Answers
4:30 p.m.  Seminar Adjourns

Highlights
An intensive, practical, "real world," review of critical loan documentation issues, best practices, proper lien creation and monitoring under the requirements of the Revised Article 9.

This webinar has been created for bankers who have a basic understanding of loan documentation obtained by training or experience and wish to further develop, refine, confirm or polish those skills.  It deals with all types of collateral except real estate.

Program content is based on questions most frequently asked during seminars presented by the instructor on a nationwide basis.  The program is not a theory lesson.  Participants will receive a practical, "real world," intensive review of critical loan documentation issues, best practices, proper lien creation and monitoring under the requirements of the Revised Article 9 of the Uniform Commercial Code.  Questions and special situations brought forth by participants will help deepen participants' understanding.

Highlights:

  • Effective collateral description language for the security agreement and financing statement
  • Purchase money security interests
  • Perfecting liens on collateral not owned by the borrower
  • Importance of and new techniques for the UCC lien search
  • Required documentation for ensuring proper creation of "perfected," first lien security interests for all kinds of collateral except real estate;
  • Security agreements, notes, and UCC financing statement forms;
  • UCC filing requirements for each type of collateral;
  • How, when and why of Guarantees and Co-signers;
  • Signature requirements and supporting documentation requirements for all types of borrowers, including individuals, corporations, partnerships, LLCs and assumed names.
Presenter
Bob Ullom, a nationally known banking educator, has taught loan documentation for 30 years. His presentations are low in theory and high in practical, "how to" information in a teaching style that is dramatic, humorous and well balanced as to education and keeping participant attention. Seminar participants will gain a substantial amount of ready to use information, techniques and procedures.

Cancellation Policy
Refunds will be given only for cancellations received in written form 3 business days prior to the program.  If your bank is unable to participate after registering, you can also select to receive an audio CD plus a special password to see the information online of the seminar at no additional charge.  For assistance, please call Courtenay Pope at (404) 420-2015.

Event Type

Seminar 

Delivery Channel

Webinar 

Focus Area

Lending; Operations / Technology 

Registration Link

Register For This Event 

Self Paced?

No 
Attachments
Created at 2/2/2008 12:52 PM  by AITSWEB02\aits_jeremy 
Last modified at 3/22/2010 3:00 PM  by AITSWEB02\lthomas