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Commercial And Industrial (C&I) Lending And The CPA

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Before starting this self study program, please go through the instructional document.

Overview

  • Commercial & Industrial (C&I) Loan Product & Structure
    14 mins
  • Related Products & Structure
    29 mins
  • Underwriting C&I Loans
    42 mins
  • Accounts Receivable & Inventory Assessment and the Borrowing Base Certificate
    53 mins
  • Equipment Issues in Lending (Including Depreciation)
    73 mins
  • Managing the C&I Loan Portfolio
    96 mins

Course Description

Commercial and industrial (C&I) lending is mostly used as the working capital of businesses. The CPAs with the knowledge about them are always in better positions to negotiate and provide better financing options for their clients. This webinar is going to be an important one for the professionals dealing with clients who are interested in commercial and industrial financing.

Key topics covered in this Finance CPE Webinar:

  • Review C&I lending.
  • Discuss C&I loan products and their typical structure.
  • Explore how banks underwrite C&I loans including accounts receivable, inventory, and equipment financing.
  • Evaluate the borrower’s financial statements.
  • Review the documentation, collateral, pricing, and management of C&I loans.
  • Learn how to negotiate C&I loans in today’s market.


The webinar is prepared to keep in mind the requirements of CPAs, CFO/controllers, financial managers, auditors, financial analysts, and practitioners who provide accounting, tax, or consulting services to businesses.

Learning Objectives

  • To review C&I lending.
  • To discuss C&I loan products and their typical structure.
  • To analyze how banks underwrite C&I loans including accounts receivable, inventory, and equipment financing.
  • To evaluate the borrower’s financial statements.
  • To review the documentation, collateral, pricing, and management of C&I loans.
  • To recognize how to negotiate C&I loans in today’s market.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA