2018 Senior Lender Forum II

Jun 28, 2018 09:00am -
Jun 28, 2018 03:00pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Senior Lender Forum
 June 28, 2018 | August 1, 2018 | November 7, 2018

Registration for all four sessions is $937.50 for CBAO members.

Program Description:  Your participation in these quarterly meetings allows you to network with peers to discuss best practices, stay on top of emerging lending issues, and discuss support tools/software and staffing needs.  The forums are member-driven – that is, most of the agenda is set by the participants.

Benefits of Participating:

  • 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
  • Get solutions and practical ideas (what works and what doesn’t) for handling your most pressing concerns
  • Grow professionally and personally

How the Forums Work:

  • Groups of senior lenders will be based on bank sizes and limited competitive overlap
  • Group size will be no more than 15 participants, with limited ability to send substitute participants without CBAO staff or facilitator approval
  • Participants will drive the topics and agenda, based on surveys prior to each meeting
  • Each meeting will allow time for emerging issues and open discussion
  • The facilitator will have substantial lending and management experience, as well as information and updates to provide to participants
  • In between quarterly meetings, members can exchange ideas and network

Example Forums Topics:

  • Economy, banking and lending trends update from the facilitator, plus anecdotal feedback from customers of the participants
  • Options for selling residential mortgages and/or keeping loans in the portfolio
  • What works in terms of setting loan agreement covenants
  • Way to enhance timely collection of financial statements and other information
  • Keys to utilizing support staff
  • Enhancing loan participation opportunities

Registration Options:

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

Event Type:Forums
Early registration ends on Apr 05, 2018.
Regular registration starts on Apr 06, 2018 and ends on Jun 18, 2018.
Late registration starts on Jun 19, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Additional Forum Attendee
Member Fee: $435.00$435.00$460.00
Non-Member Fee: $660.00$660.00$685.00
 Annual Senior Lender Forum Membership
Member Fee: $937.50$937.50$962.50
Non-Member Fee: $1387.50$1387.50$1412.50
  First Attendee (Only paid if Not a Forum Member)
Member Fee: $325.00$325.00$350.00
Non-Member Fee: $490.00$490.00$515.00