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Senior Lenders Forums

CBAI is pleased to introduce the Senior Lenders Forums. The Forums provide an opportunity for community bank lenders to discuss important issues with non-competing community bankers. The Senior Lender Forums are designed to be a rewarding experience where you can grow professionally, as well as personally.

How Do the Forums Work?

  • CBAI organizes the Forums to ensure that senior lenders have as much in common as possible without being competitors.
  • The groups remain small (no more than 12 participants). Because each participant must trust other Forum members, no substitutes are permitted unless by unanimous consent of the remaining members.
  • Other consultants from a variety of firms may be invited to address the group. This expertise would cost thousands of dollars if you had to pay for it on a “real-time” basis.
  • Forums meet quarterly on a date and location determined by the Forum members.
  • Four to six issues are usually discussed at each session. Participants are contacted for agenda items approximately two weeks prior to each meeting.
  • A manual based on Forum topics is compiled.

 

Benefits of the Forums

  • Improve the profitability of your loan portfolio
  • Reduce the risk in your loan portfolio
  • Increase your understanding of regulatory issues
  • Form lasting relationships with non-competing senior lenders
  • Solve your most pressing problems
  • Obtain access to highly respected banking experts
  • Grow professionally as well as personally

 

Meet Your Facilitator

Richard Hamm with Advantage Consulting & Training has been training bankers for 26 years, designing and delivering courses specializing in commercial lending and credit, including portfolio and risk management, commercial real estate (CRE) and appraisals, plus selling and negotiating skills, and director training. His clients include national associations such as The Risk Management Association (RMA); regional banking schools such as the Barret School of Banking – Memphis, the Graduate School of Banking – Wisconsin, the Southwestern Graduate School of Banking – Dallas, the Graduate School of Banking at Colorado, and the Western States School of Banking; state banking and community banking associations in a dozen states; and individual banks.

 

He is based in Huntsville, AL, and has owned/operated Advantage Consulting & Training for 12 years, after a 22-year banking career including senior positions in lending and credit, plus president of a community bank through formation, then acquisition of an existing bank. He has BS and MBA degrees from the University of Alabama, Tuscaloosa.

 

Possible Forum Topics

 

Profitability Issues

  • The economy/marketplace
    Pricing discipline
  • Loan fees/waivers
  • Margin maintenance
  • Customer segmentation

 

Regulatory Issues

  • Current events
  • Reg Z
  • Examiners’ hot buttons

 

Lending/Risk Issues

  • Making underwriting more effective
  • Mistakes lenders make
  • Loan grading
  • Handling problem credits

 

Personal Growth

  • Time management
  • Leadership and vision
  • Communication strategies

 

Alternative Products/Emerging Issues

  • Mortgage market products
  • Lender environmental insurance

 

Sales Issues

  • Negotiation skills
  • Motivation and incentives

 

People Issues

  • Coaching for performance
  • Personal improvement plans

 

Technology Trends

  • New products

 

What Others Have Said

"The interaction with the other senior lenders is invaluable. I feel I get information that is on the forefront of the banking industry."
Ted Strack
Resource Bank, N.A., DeKalb

"Paul Sims is an excellent facilitator and always has up-to-date and relevant issues for discussion. Open discussion among bank members is very beneficial, plus networking between meetings."
Kerry Hoops
German-American State Bank, German Valley

"The Senior Lender Forums offer excellent topics for discussion. After every meeting, I go back with great ideas on how to improve the bank."
Joe Leonard
Midland Community Bank, Kincaid

Senior Lender Pricing – $1,200 per year

CLICK HERE FOR REGISTRATION FORM

You may attend the first meeting at the pro-rated fee of $300. Then, if you decide to join the Forum on a permanent basis, you must pay for the remaining three quarters, or $900.

For more information, call Tracy McQuinn, Senior Vice President Education & Special Events at 800/736-2224 or 217/529-2265.