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Audience Branch managers Credit analysts Personal and private bankers Entry level lenders Mid-level lenders needing a refresher course Any employee assuming commercial lending responsibilities Topics Loan structuring Loan packages and business writing skills Loan policy concepts and risk ratings Loan pricing concepts Analyzing personal financial statements and tax returns Introduction to business financial statements and …
Audience Compliance Officers Internal Auditors BSA Officers Risk Managers COOs Other compliance personnel (regardless of prior training or experience) Enrollment will be limited to ensure greater interaction with the instructor case leaders and peers. CPE credit is available. Instructor Terri Thomas, J.D. Legal Department Director for the Kansas Bankers Association Terri Thomas, J.D. is Legal …
Who it’s for? Senior Lenders, Chief Credit Officers, Chief Lending Officers, Senior Credit Officers and other senior bankers/managers responsible for lending-related functions. Cost: $295 per bank with assets $2B and less $395 per bank with assets in excess of $2B What is it like? This is an all-virtual/on-denabd event. Great lectures, roundtable discussions, numerous case …
Audience Compliance Officers Internal Auditors BSA Officers Risk Managers COOs Other compliance personnel (regardless of prior training or experience) Pricing $495 – All Access $295 – Lending only $245 – Deposit/Operations/BSA/AML $165 – Deposit/Operations only $125 – BSA/AML only Instructor Terri Thomas, J.D. Legal Department Director for the Kansas Bankers Association Terri Thomas, J.D. is …
Cohort-based immersive bank simulation An On-Going Community of Peers and Mentors Meet other banking execs in similar situations Learning together across the diverse nature of topics associated with community bank management Live session in Memphis doing sim and discussions with subject matter experts. Virtual live sessions with other banking experts in weeks leading up to …
Employee Recruitment, Selection, and Placement In this section, participants will learn the importance of a proper recruiting process, how to select the best candidate for an open position, and finally placing the new hire into the best possible position based on their skill set. Specifically, participants will be exposed to the following in this section: …
Dudley Carter is an Economic Analyst for Vining Sparks, a fixed income broker/dealer serving institutional investors. Dudley writes daily commentary covering the U.S. and global financial markets, as well as foreign economic developments. He also assists with the projection and publication of Vining Sparks’ economic and interest rate forecasts and contributes to research articles for …
Barret School of Banking • 650 East Parkway South, Memphis, TN 38104
Phone: (901) 321-4000 • barret@barretbanking.org