10-WBC Foundations of Banking & Credit (PFP) (PRE-RECORDED) 4/18/24
PRE-RECORDED
Presented by Pinnacle Financial Partners.
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
At the conclusion, please take our survey: https://www.surveymonkey.com/r/Z6TFTNP
This workshop is made possible by the generous contribution of time and expertise by a WBC volunteer.
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.