Breaking into Banking 101: Fundamentals of Commercial Lending

Virtual via Zoom

Wednesday, February 25th ~~ 7:30 am to 3:00 pm MT

Commercial banking can be intimidating because of its complexity and the risk-oriented nature of the work. This course is a clear and thorough introduction to the key concepts, terminology, and processes involved in credit and lending. It doesn’t assume much prior knowledge of the topic, so it’s ideal for those in their first year in the industry. Learners will walk away with a clear understanding of their job and how their specific role fits into the bank’s overall profitability goals. 4-minute class promo video.

REGISTRATION FEE

Registration $TBA
Non-Member fee $TBA

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Cancellation Policy

• 100% refund if canceled on or before February 1st 
  
• Substitutions allowed at any time.

SCHEDULE

8:30 a.m. – 4:00 p.m. CDT
7:30 a.m. – 3:00 p.m. MDT
Zoom link will be sent out a week prior
This session will be recorded.

THE SEMINAR WILL COVER

SEMINAR PRESENTER

 Andy Keusal is passionate about using his teaching gift to help others reach their God-given potential. After earning his B.A. in psychology from the University of Notre Dame, he spent 18 years in commercial banking, during which he interviewed, hired, and trained hundreds of new bankers. He also helped build and run one of the nation’s premier credit training programs at a large Midwest regional bank. He left his corporate career in 2015 to found Keusal Learning, where he now helps people master the basics of banking. Many of his trainees have moved on to prosperous careers in banking, private equity, and even business ownership.

WHO SHOULD ATTEND

New credit analysts, lenders, underwriters, as well as bankers who don’t do credit analysis but need a working knowledge of the process. This may include statement spreaders, loan processors and closers, treasury management associates, administrative support for credit or lending officers, branch managers, and interns.   

Duration

Zoom workshop: One day (6 hours of facilitation plus breaks)

Online self-paced videos: Nine 20-minute modules, total of three hours of instruction, plus exercises and self-checks