2018 Senior Lender Forum

Mar 08, 2018 09:00am -
Mar 08, 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
March 8, 2018 | June 7, 2018 | August 1, 2018 | November 7, 2018

Registration for all four sessions is $1250 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 Dec 14, 2017.
Regular registration starts on Dec 15, 2017 and ends on Feb 26, 2018.
Late registration starts on Feb 27, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Additional Forum Attendee
Member Fee: $580.00$580.00$580.00
Non-Member Fee: $880.00$880.00$800.00
 Annual Senior Lender Forum Membership
Member Fee: $1250.00$1250.00$1225.00
Non-Member Fee: $1850.00$1850.00$1825.00
  First Attendee (Only paid if Not a Forum Member)
Member Fee: $400.00$400.00$420.00
Non-Member Fee: $600.00$600.00$600.00