FEBRUARY 21 & 22, 2019 TBA BARRETT TRAINING CENTER NASHVILLE

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1 FEBRUARY 21 & 22, 2019 TBA BARRETT TRAINING CENTER NASHVILLE

2 This two-day workshop will focus on the basic concepts and techniques of commercial lending, including those that help identify the underlying business reasons for borrowing. You will develop the ability to use financial information to make credit decisions and to structure loans properly. Case studies will be used to illustrate issues. Who should attend Commercial loan officers, loan review personnel, branch managers, prospective lenders, and individuals interested in attending The Southeastern School of Commercial Lending SM will benefit from this program. Objectives Learn the basic concepts and techniques of commercial lending Recognize techniques that help identify the underlying business reasons for borrowing Develop the ability to use financial information to make credit decisions and to structure loans properly Learn From an Expert John R. Barrickman, president, New Horizons Financial Group, LLC, Amelia Island, Fla., has extensive experience teaching and lecturing on economics, credit analysis, commercial lending, and more than 40 years of banking experience. He is the author of the ABA commercial loan curriculum and teaches in both The Southeastern School of Commercial Lending SM and The Southeastern School of Advanced Commercial Lending SM. Barrickman is an instructor for a number of banks and professional organizations and has served on the faculty of all six of the graduate schools of banking around the country. Workshop Topics LENDING CONCEPTS Purpose and focus of financial analysis Five Cs of credit Basic lending questions Loan evaluation equation Analytical tools ACCOUNTING CONCEPTS Purpose and focus of financial analysis Assumptions of accounting Basic accounting principles Limitations of financial statements Statement preparer Types and components of financial statements FINANCIAL ANALYSIS Mental picture Component analysis Common-size analysis Comparative analysis Ratio analysis Cash-flow analysis

3 AGENDA DAY 1 FEBRUARY 21 8:30 a.m. Registration Continental breakfast 9:00 a.m. Program begins Noon Lunch 1:00 p.m. Program continues 5:00 p.m. Program adjourns for the day DAY 2 FEBRUARY 22 7:30 a.m. Continental breakfast 8:00 a.m. Program begins Noon Lunch 1:00 p.m. Program continues 3:00 p.m. Program adjourns TBA Members / Associate Members REGISTRATION INFORMATION The cost includes instruction; instructional materials; continental breakfast, lunch, and refreshment breaks on both days. Please register early. Day-ofregistrations include a $50 late registration fee. No written confirmation of registration will be sent from the TBA. Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. CONTINUING EDUCATION CREDIT Prerequisites: Familiarity with basic lending principles Advance Preparation: No advance preparation is required for this program Program Level: Basic Delivery Method: Group-live Nonmembers Early Registration $530 $1,060 Early registration deadline is February 7, Registration $580 $1,110 Day-of-Program $630 $1,160 Attendees will qualify for 14 hours Continuing Professional Education (CPE) credit in the area of Specialized Knowledge. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. For more information regarding administrative policies or complaints, please contact our offices at This program has not been pre-approved for continuing education (CE) credit by ABA Professional Certifications. Attendees who require CE credits should go to aba.com/training/certifications/pages/ceproviders.aspx for further instructions.

4 HOTEL INFORMATION TBA has not blocked hotel accommodations for this program. The hotels listed below are close to the program site for those who need overnight accommodations. Please call the hotel for room rates and to make reservations. PLEASE MAKE RESERVATIONS EARLY. SpringHill Suites Marriott Nashville MetroCenter 250 Athens Way, (Offers TBA rate of $170 based on availability) Fairfield Inn & Suites 100 French Landing Dr, (Offers TBA rate of $139 based on availability) Candlewood Suites Nashville MetroCenter 270 Venture Circle, (Offers TBA rate of $129 based on availability) GENERAL INFORMATION Attire: Business casual attire is appropriate for all TBA programs. Because of temperature variations in meeting rooms, please bring a sweater or jacket for your comfort. Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a written statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations. Cancellation Policy: Cancellations received in the TBA office five days prior to the scheduled program will be refunded in full. Due to commitments with hotels, cancellations received less than five days prior to the scheduled program are not refundable. Substitutions are welcome. Registrants who do not attend the program or send a substitute will be responsible for the entire registration fee. Inclement Weather Policy: Cancellations due to inclement weather are refundable, minus a late cancellation fee of $50 for a one-day program and $75 for a two-day program. If you have questions concerning the status of a TBA program due to inclement weather, please call the TBA office at or , x150. The TBA number will provide information concerning program status, cancellation fee, and refund requests. You may call the site where the program is held to check the status of the program in your area. The site phone number is listed in this brochure. ADDITIONAL INFORMATION Please visit TNBankers.org/education/events for information on photo policy and antitrust policy. Monique White Director of Education mwhite@tnbankers.org or

5 FEBRUARY 21 & 22, 2019 TBA BARRETT TRAINING CENTER, NASHVILLE Please print or type. List name and badge nickname for each attendee. 1. Name Nickname Last 4 Digits of SS# For educational tracking only Title 2. Name Nickname Last 4 Digits of SS# For educational tracking only Title Company Contact Address City State Zip Phone TBA Members / Associate Members Nonmembers Early Registration $530 $1,060 Early registration deadline is February 7, Registration $580 $1,110 Day-of-Program $630 $1,160 2 WAYS TO REGISTER! 1. Register online at to pay by credit card or ACH. 2. Mail this form along with a check to the address to the right Return completed form and payment to: Tennessee Bankers Association Attn: Monique White 211 Athens Way, Ste 100 Nashville, TN Phone: or

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