10-WBC Foundations of Banking & Credit (Pinnacle Financial Partners) 4/18/24
Join us, virtually, for this collaboration with Pinnacle Financial Partners! Webinar link and details provided upon registration.
The course will guide business owners through the credit and decision process of banks, outlining what the bank looks for and what business owners need to do before requesting a credit facility. We will cover the integrated analysis and decision-making process of the bank, the 5 C's of credit, what the bank looks for, and how to prepare. Additionally, we'll delve into the credit analysis scope framework, loan types, loan structures, and working capital needs.
Agenda: Integrated Analysis and the Decision-Making Process of the Bank”
- The 5 C's of Credit
- What Banks Look For
- How to Prepare
Credit Analysis Scope Framework:
- Loan Types
- Loan Structures
- Working Capital Needs
Please join on time.
This workshop is made possible by the generous contribution of time and expertise by a WBC volunteer. Please respect our volunteer's time by logging in on time. If you are unable to attend the class, please notify us promptly.
Please visit our Website for more information www.cbponline.org
Speaker(s): Rachel Fleck, Senior Vice President, Financial Advisor, National Capital Region, Pinnacle Financial Partners
Co-Sponsor(s):
To register & for more information visit www.cbponline.org
Fee: No Cost
Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.
All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.