Credit Department Management Forum
List Price
$1,795
Member Price
$1,250
Event Id:
698478834
Product code:
304101-25
Format:
Forum: In-Person
Date:
3/11/2025 - 3/12/2025
Registration Fees
| Members | $1,250 |
|---|---|
| Nonmembers | $1,795 |
Members qualify for savings.
Log in to see if you qualify for a lower rate, or become a member to save as much as $545 or more.
Item Details
Site Information:
The Westin Tempe
11 E. 7th Street
Tempe, AZ 85281
Booking Link:
The Westin Tempe
Reserve by: Monday, February 10, 2025
Session Dates and Times: March 11, 2025 7:30AM to 6:30PM MT & March 12, 2024 7:30AM to 11:00AM MT
Check out last year’s agenda
Commercial Credit Work Flow Forum Agenda-March 12 & 13, 2024
Boost Your Department’s Performance...Improve Your Managerial Skills
The Credit Department Management Forum focuses on structuring, organizing, and effectively managing the credit function. When joining the forum, you will have the opportunity to share experiences, learn from others about what is working well and processes/practices that could be improved. This is an interactive forum led by a facilitator where you can share information, ask questions, and exchange ideas to broaden your knowledge and understanding of the issues discussed. In addition, you’ll gain a network of peers to connect with in the future.
This forum is for credit department managers/individuals managing the commercial credit support function involving:
- Spreading Financial Statements
- Analyzing/Underwriting commercial loan requests
- Working with relationship managers, portfolio managers, and credit officers to meet loan request deadlines and provide quality service in a timely manner.
- Creating or implementing quality developmental programs for the staff
- Working on process efficiencies through use of technology (software programs) as well as resource tools – such as industry analysis.
- Focused on financial institutions under $20 billion in assets
Forum 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
3. Credit professionals from various size banks routinely attend the forum. Generally, asset sizes of participating institutions are under $20 billion.