This advanced four-day blended training workshop is designed to provide Senior SME and Commercial banking professionals with relationship and credit risk management responsibilities a comprehensive understanding of loan restructuring concepts, tools, and techniques.
The Program is delivered in four modules. Each module includes a remote session and eLearning activities. The remote instructor-led sessions allow the participants to discuss topics and concerns, exchange thoughts, share experiences with the instructor and peers, and receive constructive feedback in a supportive environment. The remote instructor-led sessions, including breaks and breakout exercises, complement eLearning activities that consist of videos and quizzes designed to improve understanding and retention and enhance the remote sessions' effectiveness.
The course has been designed for Senior SME and Commercial banking professionals with relationship and credit risk management responsibilities. The Program also aims to strengthen these experienced banking professionals' abilities to coach and mentor junior staff members. The workshop is also suitable for junior and mid-career professionals seeking to improve their understanding and use of loan restructuring tools and techniques.
The workshop assumes participants have at least five years of work experience in a financial institution, of which two to three years have involved resolving problem loans. Consequently, such topics as financial statement and cash flow analysis and forecasting are presented as a high-level overview or "refresher," not comprehensively.
If you have asked the following questions, then program is definitely for you:
- Why restructure a loan? If they didn’t pay the original loan, why would they repay the new loan?
- What should be my goals when restructuring a loan and how do I measure success?
- How can I estimate and justify a required “haircut”?
- How can cash flow recapture clauses be used to improve the bank’s position?
Nate Dickerson
Nate Dickerson is a seasoned banking consultant with over thirty-five years of experience within the financial service industry, initially as a commercial lender and subsequently as a consultant and training and development specialist.
As a commercial lender, Nate enjoyed an eleven-year career with The Chase Manhattan Bank, N.A. His experiences included commercial lending, credit administration, corporate finance, and domestic and international debt restructuring within the United States and South America. Additionally, as a banking consultant, he has provided advisory services within the United States, as well as Bosnia and Herzegovina, Cambodia, China, Ecuador, Egypt, Jamaica, Jordan, Kazakhstan, Kenya, Laos, Lebanon, Mauritius, Mexico, Moldova, Mongolia, Nigeria, Panama, Paraguay, Serbia, South Korea, Sri Lanka, Tajikistan, Tanzania, Thailand, Ukraine, Venezuela, and Vietnam.
Nate regularly runs courses on problem loan management, SME Lending Risk Management, Understanding and Appraising a business plan, and Strategic Marketing for Senior Management.
https://www.linkedin.com/in/natedickerson/
https://gbrw.com/