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Managing Through a Downturn Cycle Webinar Session #1: Developing a downturn playbook: Is your institution ready? Identify the downturn, assess portfolios, determine a workout strategy, team, and process

List Price

$300

Member Price

$180

Event Id:

698154470

Product code:

642152-24

Format:

Seminar: Virtual

Date:

8/5/2024 - 8/5/2024

Registration Fees

Members $180
Nonmembers $300

Members qualify for savings.

Log in to see if you qualify for a lower rate, or  become a member to save as much as $120 or more.

Item Details

Session #1:  Developing a downturn playbook: 

Is your institution ready?  Identify the downturn, assess portfolios, determine a workout strategy, team, and process
Monday, August 5, 2024, 1PM-2PM EST (1 CPE)

 

Overview:
Identifying the type of downturn is critical in how a financial institution will prepare a strategy to handle distressed assets during the downturn cycle.  This session will stress how having a strong strategy and structured process in place will increase the financial institution’s ability to achieve the most effective workout results.

 

Learning Objectives: 
The objectives of this session are to:
• Outline all the factors that should be included in a solid downturn playbook
• What job functions, roles and responsibilities are part of the execution of the process outlined in the playbook
• What is a workout strategy and why is this important when a financial institution is experiencing borrower distress due to a downturn.

 

Who Would Benefit?
• Commercial Relationship Managers. 
• Commercial Portfolio Managers
• Commercial Underwriters
• Business Development Officers
• Credit Officers
• Internal Auditors, Legal, Compliance
• Credit/loan review
• Workout officers