Understanding Loan Participations & Syndications Part 2

Oct 19, 2017 03:00pm -
Oct 19, 2017 04:30pm

Event Description

Community banks are using loan participations and syndications more frequently.  In some instances, insufficient documentation, servicing, administration, and due diligence in a loan participation or syndication can cause significant credit losses for your bank.  You can’t simply rely on the work product of the other institutions involved.  You must keep up-to-date on the most effective risk management practices for participations and syndications.  This webinar will address all important aspects of loan participations and syndications, including proper documentation, servicing, administration, and due diligence.


  • Review of loan participation and syndication documentation
  • How to ensure the loan is being serviced properly
  • Determining whether the lead bank is properly handling its administrative responsibilities
  • Due diligence issues for loan participations and syndications
  • How to best handle a loan default in a participation or a syndication situation

Take-Away Toolkit:

  • FDIC’s Advisory on Effective Risk Management Practices for Purchased Loans and Purchased Loan Participations (November 2015)
  • Sample loan participation agreement
  • Employee training log 
  • Quiz you can administer to measure staff learning and a separate answer key


Attendance verification for CE credits provided upon request.

Who Should Attend?
This informative session will benefit loan officers, loan operations personnel, credit administration staff, managers, compliance officers, and attorneys.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Sep 13, 2017.
Regular registration starts on Sep 14, 2017 and ends on Oct 19, 2017.
Late registration starts on Oct 20, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00