|
Our continuing education seminars are for relationship managers, risk managers, capital markets specialists, and portfolio managers at intermediate and advanced levels. Seminars we offer include:
Problem Credit Analysis
This seminar is designed for experienced relationship managers and risk managers, not problem loan specialists. It focuses is on identifying, analyzing, and managing problem credits before there is a payment default. It covers how to anticipate problems, evaluate risks, and protect against losses. It also deals with restructuring credit facilities for troubled companies and with monitoring and administering problem credits.
For a complete outline, click here…
Scenario Analysis
This seminar focuses on using financial statement projections to test the boundaries of borrower risk in a systematic way. It also deals with using projections to structure financings based on a company’s expected performance. It covers developing realistic assumptions for the key accounts that drive projected cash flows and checking projections for realism, accuracy, and consistency. And it covers using scenarios to set the size, maturities, and financial covenants of revolving credits and term loans.
For a complete outline, click here…
Financing Products and Markets
This seminar teaches how corporations finance themselves in the debt and equity markets. It examines issuer and investor objectives to determine how underwriters choose and structure financing products attractive to both parties. It also addresses the role of the financial intermediary, including how relationship managers, product specialists, and sales and trading professionals work together to execute a debt or equity financing.
For a complete outline, click here…
Credit Documentation
This seminar teaches how to structure and analyze covenants, defaults, and other debt terms and conditions, focusing on the risk management aspects of credit documentation. It makes the connections between company strengths and risks and loan terms. For those with little experience with documentation, the seminar covers basic loan mechanics, and for advanced practitioners it covers more complex topics, such as setting covenant levels and addressing intercreditor risks.
For a complete outline, click here…
|