CPE Course on Commercial & Industrial (C&I) Lending and the CPA

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

Reviewed

January, 2024

David Osburn

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.

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.

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

Webinar Qualifies For

2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
2 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit for Certified Wealth Strategist (CWS)
2 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

David Osburn

Manager, Osburn & Associates, LLC

David is the founder and managing member of Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminars, webinars, keynote speeches, and webinars for various trade groups including CPAs, bankers, attorneys, credit union employees, credit managers, contractors, and business owners. He also provides contract CFO services for financial institutions, medical practitioners, contractors, and real estate developers.

His extensive professional background encompasses over 27 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan workout experience.

In addition, David is an Adjunct Professor for Regis University, an accredited MBA program and the College of Southern Nevada (CSN), a community college. He has taught college courses for over 25 years covering Finance, Accounting, Economics, Marketing, Banking, Business Law, and Management.

He earned an MBA in Finance/Marketing from Utah State University and a BS in Finance from Brigham Young University. He is also a graduate of the University of Oklahoma National Commercial Lending School.

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.3

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Simiso Kabo, CPA/CFF, CFE, CMA, CPA (US), CGMA

2 Credits

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Subject Area

Finance

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Verification Code

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

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

David Osburn

Other Details

Additional Information

2 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.3

Simiso Kabo, CPA/CFF, CFE, CMA, CPA (US), CGMA

Subject Area

Unlimited Access Plan

Inclusions

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