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2025 Commercial and Industrial (C&I) Lending in Today's Competitive Market
Program Agenda
June 23, 2025
June 23, 2025
9:00 a.m. - 3:00 p.m. CST
This webinar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure.
The training session will also cover C&I loans including accounts receivable assessment and the use of a "Borrowing Base Certificate" (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the webinar will also cover the proper evaluation of the borrower's financial statements.
Additionally, the webinar will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The webinar will conclude with a review of how to identify and market to new C&I loan prospects in today's competitive market.
The training session will also cover C&I loans including accounts receivable assessment and the use of a "Borrowing Base Certificate" (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the webinar will also cover the proper evaluation of the borrower's financial statements.
Additionally, the webinar will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The webinar will conclude with a review of how to identify and market to new C&I loan prospects in today's competitive market.
Training Topics:
- Review C&I lending
- Discuss C&I loan products and their typical structure
- Explore underwriting C&I loans including accounts receivable, inventory, and equipment financing
- Analyze the Borrowing Base Certificate (BBC)
- Evaluate the borrower's financial statements
- Review the documentation, collateral, pricing, and managing of C&I loans
- Develop the marketing of C&I loans in today's economy
Program Presenter
David Osburn, MBA, CCRA
David is the founder and managing member of David L. Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminar/keynote speeches for various groups including CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and business owners.He also serves as a contract CFO for several clients including constructions companies, medical practitioners, and real estate developers, co-manages a bank education program with the University of Nevada Las Vegas, and is a board member of North Star Business Services, a commercial lending company (commercial real estate and equipment financing). His extensive professional background encompasses over 24 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan work-out experience.
**Program fees are based on bank asset size. There is no limit on the number of people that can attend the virtual session from your financial institution. Please login and register one person from your bank and pay based on your bank’s asset size. Then email all other attendees (include attendee’s first and last name, bank location and e-mail) to Natalie Wareham at nwareham@ksbankers.com so that additional attendees can be registered free of charge to receive their own link and login information for the session.
*We understand circumstances arise requiring cancellation - if you cancel up to 5 business days before the program, your registration fee will be refunded.
*Any transmission, retransmission or republishing of the audio or video portion of the seminar is strictly prohibited.
Live purchase includes 30-day replay access. All options will include the written materials.
Live purchase includes 30-day replay access. All options will include the written materials.
