Senior Lender Forum IV

Nov 02, 2017 09:00am -
Nov 02, 2017 03:00pm

Event Description

Senior Lender Forum

November 2, 2017

Your membership in this Senior Lender Forum will provide an ongoing platform and opportunity for Senior Lenders to exchange ideas freely, dissect problems, and discuss important issues with peers. You do not want to miss this opportunity with your peers!


  • Improve the profitability of your loan portfolio
  • Reduce the risk in your loan portfolio
  • Increase your understanding of regulatory issues
  • Form lasting relationships with noncompeting senior lenders
  • Solve your most pressing concerns
  • Obtain access to highly respected industry experts
  • Grow professionally, as well as personally
  • Discuss with peers what works and what doesn’t


  • CBAO will organize the forum based on bank size and market to ensure that participants have as much in common as possible while minimizing competitor overlap
  • The group will be small no more than 15 participants. Due to the nature of the program, no substitutes will be permitted, unless by consent of CBAO staff and facilitator
  • The Forum typically meets three times during the year.
  • Eight to 10 topics will be discussed at each session; participants are strongly encouraged to suggest agenda topics of interest
  • Forum participants get the benefit of working with expert consultants on a cost-saving basis
  • A binder based on Forum topics is compiled for each group member


  • Lending and risk issues: Underwriting effectiveness; lender mistakes; loan grading; handling problem credits
  • Profitability issues: Pricing discipline; loan fees/waivers; margin maintenance; customer segmentation
  • Alternative products/emerging issues: Mortgage market products; accomplishing your goals; Senior Lender’s roll in ALCO
  • Sales issues: Negotiation skills; motivation and incentives


Meet the Senior Lender Forum facilitator


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 Aug 08, 2017.
Regular registration starts on Aug 09, 2017 and ends on Oct 21, 2017.
Late registration starts on Oct 22, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Annual Senior Lender Forum Membership
Member Fee: $300.00$300.00$325.00
Non-Member Fee: $450.00$450.00$475.00