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Commercial Lending School

The Commercial Lending School is a long-standing, comprehensive, credit training program designed exclusively for the financial services industry.

Locations

SPRING CLASS – St. Louis, Missouri
FALL CLASS – Jamestown, New Jersey

Who should attend?

The school appeals to a wide range of students who need intensive and formal lending and credit training.  Recent classes have included junior lenders new to banking, experienced bankers—from non-lending backgrounds—whose careers now focus on commercial lending, and officers and specialists from non-bank organizations who perform lending and credit-type activities.

Curriculum and Instruction

The Commercial Lending School curriculum is used by banking schools across the United States.  It delivers in-depth training in all facets of commercial banking, with an emphasis on financial analysis, cash flow versus profit, and loan structure.  Cases emphasizing small and medium-sized companies are featured.  The instruction will be led by a team of senior bankers and consultants.  Case studies are used extensively, and active participation by the students is essential.  The work will require study, documentation, analysis and decision making, often in small teams that will interact intensively with the instructors, both during the day and in the evening.

This popular program includes five days of classroom instruction, student manual and reference guide, continental breakfast, lunches, breaks, and a light supper on Tuesday night.  A complimentary welcome dinner will be held for in-residence students arriving on Sunday evening.

Schedule

The school commences with a Student Assessment and advanced reading.

SUNDAY  (4 pm – 7 pm)

The Typical Business; Company Strategy – Part 1; Dinner

MONDAY  (8:30 am – 5 pm)

Company Strategy – Part 2; Effective Management; Loan Investigation; Case Study

TUESDAY  (8:30 am – 5 pm)

Historical Financial Analysis; Case Study; Case Presentation

WEDNESDAY  (8:30 am – 5 pm)

Personal Financial Statement Analysis; Projecting Financial Performance and Sensitivity Analysis; Case Study; Case Presentation

THURSDAY  (8:30 am – 6:30 pm)

Negotiating, Packaging and Selling; Case Study; Problem Loans; Dinner

FRIDAY   (9:00 am – 12 noon)

Credit Discipline; Summary; Post-School Student Assessment

Admission Requirements

A minimum of three years in banking with at least one year in commercial lending, or related experience.  Final approval of all applications will be determined solely by the Commercial Lending School Admissions Committee.  Registration will be limited to 25 students and considered on a first-come, first-served basis.

The Faculty

George W. Connors, President and Chief Lending Officer, WashingtonFirst Bank, brings 28 years of commercial banking and lending experience to the School.  His specialty is lending to small and medium size corporations, not-for-profit organizations, and professional firms.

Terrence S. Kenny, Market President, TD Bank, MetroWashington/Baltimore.  Terry brings 29 years of commercial banking experience to the School.  He began his career with the former Maryland National Bank and joined SunTrust in 1982, where he served as senior commercial lending officer for Montgomery County, Maryland and as the bank’s senior credit officer for the Washington metropolitan area.

Joseph W. May is the former Executive Vice President, Credit Administration for Whitney National Bank, New Orleans, Louisiana.  After more than 36 years holding senior and executive credit and lending positions with banks in Washington, Baltimore, Detroit, and New Orleans, Joe retired from Whitney National Bank and is now a full-time consultant and instructor.

Vincent DiCara is co-founder of Development Finance Training and Consulting, Inc., Brunswick, Maine. He has been evaluating and meeting the credit needs of small and medium-sized businesses for more than twenty-eight years as a business advocate, lender, credit analyst and trainer in the public, non-profit, and private sectors.


Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

Delivery Type Start Date End Date Start Time End Time Location Tuition
School 210/21/1210/26/12Monroe NJ $2,550.00Register
School 204/29/1205/04/12St Louis MO $2,550.00Register
In-House Any Submit Request