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  • CRE Appraisals: Regulations and the Review Process

    Overview of guidelines and issues critical to CRE appraisalsThe five minimum standards and what they really mean
    Types of reviews, as suggested by the guidelines
    Administrative/compliance review, plus a sample checklist
    Technical/internal review, plus a sample checklist
    Outside/third-party review, plus sample comments
    Ideas for setting dollar limits
    Ideas for screening for Uniform Standards of Appraisal Practice (USPAP) as of Jan. 1, 2020
    Appraisal review outcomes and when to request revisions

  • How to Craft an Effective Commercial Loan Write-Up

    Review effective commercial loan write-upsDiscuss types, styles, and components parts
    Cover the financial analysis section
    Assess the company’s strategic plan and management’s strengths/ weaknesses
    Analyze the risk assessment and mitigation section as a summary of the loan presentation
    Summarize the concepts by reviewing three loan write-ups

  • CRE Appraisals: Components, Approaches to Value & Cap Rates

    Types of appraisals by formatWhat to look for within the assumptions and limiting conditions
    Property ownership interests clarified (fee simple, leased fee, etc.)
    Highest and best use of the property
    Approaches to value
    Cost approach and information useful in the underwriting and loan structuring process
    Income approach options of discounted cash flow (DCF) and direct capitalization

  • Converting Accrual Financial Statements Into Cash Flow

    Obtain a good understanding of how to convert an accrual basis financial statement into cash flowKnow how to interpret and explain cash flow analysis to determine the debt repayment capability of the entity
    Know the types of companies prone to utilize cash basis financial statements and why
    Be able to compare various methods to calculate cash flow including the Uniform Cash Analysis (UCA) Method, EBITDA, and Traditional Methodologies, and their advantages/disadvantages
    Know the rules of cash flow required to perform the conversion from accrual to cash
    Be exposed to the Fast Cash Analysis method which can get you to the same results in less time

  • CRE Lending Training Program- Part 1

    Commercial loan officers, private bankers, junior commercial real estate lenders, and other banking professionals who need to understand the basic concepts of commercial real estate lending will benefit from this webinar.

  • Understanding Commercial Loan Documents

    This course is ideal for lenders, loan assistants, loan operations personnel, credit analysts, and personnel involved in loan review, internal audit, and compliance.

  • CRE Lending Training Program- Part 2

    Commercial loan officers, private bankers, junior commercial real estate lenders, and other banking professionals who need to understand the basic concepts of commercial real estate lending will benefit from this webinar.

  • Cash Flow Analysis (1 CPE Credit)

    This session is ideal for commercial lenders, credit analysts, small business lenders, middle market lenders, private bankers, loan review specialists, special assets officers, lending managers, and credit officers.

  • Commercial Construction Lending

    This session is ideal for commercial lenders, credit analysts, and support staff that deal directly with commercial construction loans, as well ass mortgage bankers, private bankers, small business lenders, loan review specialists, special assets officers, lending managers, and credit officers indirectly involved in the construction lending process.