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Commercial Credit Workflow Forum

List Price

$899

Member Price

$700

Event Id:

697633287

Product code:

371552-24

Format:

Forum: Virtual

Date:

9/16/2024 - 9/17/2024

Registration Fees

Members $700
Nonmembers $899

Members qualify for savings.

Log in to see if you qualify for a lower rate, or  become a member to save as much as $199 or more.

Item Details

Session Dates and Times: September 16, 2024 10:30AM to 1:30PM ET & September 17, 2024 10:30AM to 1:30PM ET

Once you have registered through the RMA website you will receive an email to complete your registration for this event in Zoom.

The Commercial Credit Workflow Forum, formerly the Credit Department Management Forum, focuses on structuring, organizing, and effectively managing the credit function. The session is presented from a managerial and operational perspective and helps increase efficiency when organizing credit responsibilities. Concepts of functional structure, service quality, and the use of technology are included in the discussions. Because the role of the credit department varies widely among banks, the number of different activities housed within the function and the challenge of limited staff resources are also discussed. The forum presents a unique opportunity for participants to meet and discuss common challenges with their peers whose asset size is generally under $50 billion. This forum is of particular value to new or recently appointed credit managers and assistants at community and regional banks interested in organizing and improving the functions of their credit departments. However, credit professionals from various size banks routinely attend the forum. Many participants find value in the problem-solving techniques discussed by their peers— regardless of the size of the particular bank. In order to accommodate various participant backgrounds and interests, our dual-facilitator format offers several breakout sessions tailored to participant selected topics. Participants share information, ask questions, and exchange ideas to broaden their knowledge and understanding of the issues discussed. They leave the program with a variety of ideas on credit structure and the role the credit department plays in banking. Best of all, they have a network of peers to draw on in the future.

Learning Objectives:
1. You will benefit from the problem solving techniques discussed by your peers, regardless of the size of your institution.
2. Expect to share information, ask questions, and exchange ideas to broaden your knowledge and understanding of the issues discussed.
3. The forum presents an excellent opportunity for you to meet and discuss common challenges with your peers.

Who will Benefit?
1. New or recently appointed credit managers and assistants at community and regional banks interested in organizing and improving the functions of their credit departments.
2. Experienced credit professionals interested in peer exchanges and best practices related to credit department management
2. Credit professionals from various size banks routinely attend the forum.  Generally, asset sizes of participating institutions is under $50 billion.