Industry and Management Evaluation for Lenders

Post

Before an institution reviews a borrower’s financials, an evaluation of the industry and management structure needs to be conducted to ensure long term repayment success. This webinar will show how various industries tend to create an economic bubble within and how their management is tasked with strategizing growth and being profitable. Even in troubled industries, there are always a few firms, e.g., Southwest Airlines and Jet Blue in the airline industry, who have been successful.  This session will show how to analyze the borrower’s industry and its impact on management’s ability to repay.

Who Should Attend: Chief Risk Officer, Chief Lending Officer, Credit & Lending Professionals, Risk Professionals

Learning Objectives

  • Learn the four phases of a business cycle and how credit needs shift from one phase to the next
  • Identify industries susceptible to recession and those less susceptible to recession and why
  • Learn how to evaluate management’s ability to be successful by examining skills and experience brought to the firm to plan, organize, lead, and control the enterprise
  • Describe and mitigate management red flags

Speaker

Dev Strischek
Principal
Devon Risk Advisory Group
As principal of Devon Risk Advisory Group, Dev Strischek specializes in credit risk and commercial banking management, training, and development. He is a frequent speaker, instructor, advisor, and writer for many different educational groups and associations. Dev is also recently retired from his role as SVP and senior credit policy officer at SunTrust Bank, Atlanta, where he was responsible for developing, implementing, and administering credit policies for SunTrust’s wholesale lines of business; including commercial, commercial real estate, corporate investment banking, capital markets, business banking and private wealth management.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.

Register

Click here to register online