Director Series: The Board's Rule with the Loan Committee
Date: November 7, 2012
Time: 2:00 PM- 3:30 PM CST
Live Webinar- $200
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
On Demand Web Link & CD- $200
Can’t attend the live webinar? The ON-DEMAND WEB LINK is a recording of the live event including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.
Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)- $250
Includes options 1 and 2 above
Special Registration Option for member credit unions under $20 million-$169
On-demand link only (does not include CD or live webinar)
Lenders rely on directors for their input on loan decisions. In turn, directors rely on the credit union’s lenders to provide pertinent information that will support good loan decisions. This doesn't have to be a vicious circle. This webinar will provide information and tools to assist directors in receiving the right amount of information to make informed decisions. Directors will learn the type of analysis they need to perform to fulfill their responsibilities. The credit union’s ultimate goal is strong loan decisions coming from the Loan Committee.
> Developing a committee charter that defines roles/responsibilities
> Setting macro-risk parameters, such as desired product mix, concentration limits, etc., in tandem with management
> Reviewing loan production, asset quality reports, and trends on a more in-depth level than the full board
> Exceptions to policy (individually with credit approvals and in the aggregate to assess overall lending within established risk tolerance)
> Good questions directors should ask when a loan is presented
> Tools provided with the manual: samples of loan presentation summaries that make it easier to quickly understand the credit request, sample committee charter, sample exceptions reports, and more
|Ann Brode began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management. Ann is a well-respected presenter and has spoken to audiences across the country for over 25 years. She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools. Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel, published by Bankers Publishing Company, and is well represented in numerous industry publications.|