Commercial Lending School


The Center for Financial Training is now accepting applicants for the 2010 Commercial Lending School. This intensive, one-week, in-residence (optional) program received rave reviews from the class of 2009, which included students from: Connecticut, Massachusetts, New Jersey, and Pennsylvania.

Curriculum and Schedule

The school commences with a Student Assessment and advanced reading.

MONDAY – October 18, 2010  (9 am – 5 pm)

The Typical Business; Company Strategy; Loan Investigation; Case Study

TUESDAY – October 19, 2010  (9 am – 7 pm*)

Historical Financial Analysis; Effective Management; Case Study.  *Please note expanded time for this session. Dinner included.

WEDNESDAY – October 20, 2010  (9 am – 5 pm)

Case Presentation; Sensitivity Analysis; Personal Financial Statement Analysis; Case Study

THURSDAY – October 21, 2010  (9 am – 5 pm)

Loan Support and Documentation; Case Presentation; Loan Structure; Negotiating, Packaging, and Selling; Case Study

FRIDAY – October 22, 2010  (9 am – 5 pm)

Problem Loans; Credit Discipline; Summary; Post-School Student Assessment

Who should attend?

The school appeals to a wide range of students who need intensive and formal lending and credit training. Recent classes have included junior lenders new to banking, experienced bankers—from non-lending backgrounds—whose careers now focus on commercial lending, and officers and specialists from non-bank organizations who perform lending and credit-type activities.

Curriculum and Instruction

The Commercial Lending School curriculum is used by banking schools across the United States. It delivers in-depth training in all facets of commercial banking, with an emphasis on financial analysis, cash flow versus profit, and loan structure. Cases emphasizing small and medium-sized companies are featured. The instruction will be led by a team of senior bankers and consultants. Case studies are used extensively, and active participation by the students is essential. The work will require study, documentation, analysis and decision making, often in small teams that will interact intensively with the instructors, both during the day and in the evening.

Admission Requirements

A minimum of three years in banking with at least one year in commercial lending, or related experience, and the successful completion of courses in Economics, Accounting, and Analyzing Financial Statements is required. Final approval of all applications will be determined solely by the Commercial Lending School Admissions Committee. Registration will be limited to 25 students and considered on a first-come, first-served basis.

When and Where

October 18-22, 2010

Crowne Plaza Hotel, 390 Forsgate Drive, Jamesburg, New Jersey

Your Faculty

George W. Connors, President and Chief Lending Officer, WashingtonFirst Bank brings 26 years of commercial banking and lending experience to the School. His specialty is lending to small and medium size corporations, not-for-profit organizations, and professional firms.

Terrence S. Kenny, Senior Vice President, Commercial Lending, SunTrust Bank brings 27 years of commercial banking experience to the School. He began his career with the former Maryland National Bank and joined SunTrust in 1982. He currently serves as SunTrust’s senior commercial lending officer for Montgomery County, Maryland and recently served as the bank’s senior credit officer for the Washington metropolitan area.

Joseph W. May, is the former Executive Vice President, Credit Administration for Whitney National Bank, New Orleans, Louisiana. After more than 34 years holding senior and executive credit and lending positions with banks in Washington, Baltimore, Detroit, and New Orleans, Joe retired from Whitney National Bank and is now a full-time consultant and instructor.

Tuition and Registration

Tuition includes: classroom instruction, learning materials, continental breakfast, lunches, breaks, and a light supper on October 19. A complimentary dinner will be held on October 17 for in-residence students arriving on Sunday evening.

In-Residence (includes five nights lodging):   $2,995.00  (price good until 9/24/10)

Daily Commuter Option:   $2,450.00

To register, please click here.