Loading Events
  • This event has passed.
Date:February 21, 2024
Location:TBA Barrett Training Center, Nashville
Early Registration Ends:February 7, 2024
In-Person Event

Whether completed in-house or outsourced, loan review is a function that bank management relies on to monitor the loan portfolio. This seminar identifies common shortfalls and provides best practices to enhance your institution’s loan review program.


Program Highlights

  • Essential Loan Review Elements: Uncover the core components of an effective loan review system.
  • Regulatory Insights: Learn about loan review expectations during regulatory examinations.
  • Avoiding Pitfalls: Identify common loan review errors and how to sidestep them.
  • Best Practices Unveiled: Master the art of targeted reviews and other top strategies.
  • Interactive Learning: Engage in case studies and real-world scenarios for practical understanding.


Learning Objectives

  • Navigating Annual Reviews: Answers to pressing questions, including the ‘why’ and ‘how’ of annual reviews.
  • Deep-Dive Discussions: Explore various facets of the loan review process, from identifying loans to tracking repayment sources.
  • Risk Grade Validation: Learn to reassess and adjust risk profiles accurately.
  • Post-Seminar Expertise: Gain insights into recent accounting and regulatory changes impacting loan reviews.


Learn From Experts

Eddie Maynard, executive vice president and chief credit officer of Fourth Capital Bank in Nashville

Brian Huggins, senior vice president and director of Credit Portfolio Risk and Analytics for FirstBank Nashville.


Who Should Attend

This presentation is intended for personnel involved with the origination, underwriting, portfolio management and approval of non-consumer credits as well as banks contemplating initiating or ongoing performance of the loan review function.


Delivery Method and Program Level/Content

This group-live, overview workshop will focus on the many aspects of the loan review process. During this program, the instructor will take the time to answer questions and will assist participants in working through common problems. Case studies are part of the overall training process.


Continuing Education Credit
Attendees qualify for 6.5 hours of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge and MUST be sure to sign in and out on the CPE attendance tracking sheet in order to receive credit.


Program Fees

Program fee covers instruction, reference materials, refreshment breaks, and lunch. Please register early. The TBA office must receive early registrations by close of business February 7. Day-of-program registrations include an additional $50 late registration fee—no exceptions! No written confirmation of seminar registration will be sent from the TBA. Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.