April 27-May 2, 2025
· Dallas
Commercial Lending School
We’re proud to announce the new Commercial Lending School at SMU Cox, conducted in partnership with the Southwest Graduate School of Banking (SWGSB). Those who will benefit include loan officers, credit analysts, credit risk professionals, portfolio managers, and professionals involved in other aspects of loan administration.
Whether you’re an experienced lender or new to the profession, these training programs will give you the necessary knowledge and skills to successfully compete in the highly competitive commercial lending space.
When
Apr 27-May 2, 2025
Where
SMU Cox
6214 Bishop Blvd.
Dallas TX 75205-2501
Agenda
- Welcome and Orientation with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox
- Banking, The Economy, and Credit Outlook with Edmond J. Seifried, Ph.D., Chief Economist, SWGSB at SMU Cox
- Reception
- Credit Culture with David L. Kemp, President, Bankers Management, Inc.
- Financial Statement Analysis Overview and Understanding
- Cash Flow with William T. Chittenden, Ph.D., President and CEO, SWGSB at SMU Cox
- The Lender/Borrower Relationship with David L. Kemp, President, Bankers Management, Inc.
- Bank Loan Simulation Orientation with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox, and Matthew Earl, Principal, Reynolds Williams Group
- Simulation Breakout 1 with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox, and Matthew Earl, Principal, Reynolds Williams Group
- Simulation Bid Session 1 with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox, and Matthew Earl, Principal, Reynolds Williams Group
- Critical Borrower Conversations and Customer Engagement with Marci Armstrong, Ph.D., Director, Brierley Institute for Customer Engagement, SMU Cox School of Business
- Underwriting the Loan Request with Matthew Earl, Principal, Reynolds Williams Group
- Developing the Credit Memo with Matthew Earl, Principal, Reynolds Williams Group
- Developing the Credit Memo (continued) with Matthew Earl, Principal, Reynolds Williams Group
- Presentation Skills for Loan Officers with Jason Rife, Professor of Practice in Management and Organizations, SMU Cox School of Business
- Simulation Breakout 2 with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox, and Matthew Earl, Principal, Reynolds Williams Group
- Simulation Bid Session 2 with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox, and Matthew Earl, Principal, Reynolds Williams Group
- C&I Lending with Mike Mauldin, F. Scott Dueser Director of the Excellence in Banking program, Rawls College of Business, Texas Tech University
- CRE Lending with Brandey Wimberley-Orsag, Executive Vice President, Chief Lending Officer, Jefferson Bank
- Banking Small Business with Mike Mauldin, F. Scott Dueser Director of the Excellence in Banking program, Rawls College of Business, Texas Tech University
- Compliance with Leah Hamilton, Director of Education Services and Compliance Advisor, Sentry Advisors
- Simulation Breakout 3 with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox, and Matthew Earl, Principal, Reynolds Williams Group
- Simulation Bid Session 3 with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox, and Matthew Earl, Principal, Reynolds Williams Group
- Underwriting Case Study 1 with Matthew Earl, Principal, Reynolds Williams Group
- Sales Training/Developing the Right Culture with Tim Tivis, Owner/CEO, Pinnacle Training Group
- Learn to Lead with Tim Tivis, Owner/CEO, Pinnacle Training Group
- Loan Portfolio Management with Matthew Earl, Principal, Reynolds Williams Group
- A Conversation with the Regulators
- Simulation Review and Debrief with Merrill J. Reynolds Jr., Managing Director of Executive Education, SWGSB at SMU Cox, and Matthew Earl, Principal, Reynolds Williams Group