CFA 2018 Summer Foundations of Account Management

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Jun 19, 2018-Jun 20, 2018
All Day

Holland & Knight LLP


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This dynamic two day course will give new relationship managers a solid foundation to effectively manage secured credit facilities of all sizes. Via interactive lessons led by seasoned industry professionals, participants will gain valuable technical skills to address loan restructures, anticipate credit issues, and mitigate risk. Participants will also learn to navigate the finer points of relationship management, such as negotiating credit provisions and leading a syndicate of lenders.

The curriculum includes:

  • Describe the primary responsibilities of relationship managers and the importance of the role within their organization
  • Analyze a borrower’s collateral and financial trends to identify potential credit issues or fraud
  • Recognize the credit implications of a borrower’s request and know how to respond appropriately
  • Recommend the terms of a loan restructure and negotiate key provisions
  • Respond appropriately to field exam recommendations
  • Manage key internal and external relationships, including unique issues in leading a syndicate of lenders
  • Avoid lender liability

Who should attend:

  • Relationship managers with 0-4 years of experience in the role
  • Anyone who is interested in learning more about relationship management

Further information, including how to register, available via the CFA event page.