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Webinar Topics (2)

Description

Enrollment Dates

1. Commercial Loan Documentation

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Wed. 4/24 Wed. 6/19 Recording

4.58 (557 reviews)

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In this case-based webinar, which runs approximately an hour and 45 minutes, participants identify and explore the role and purpose of common commercial loan documents as well as examine the use and applications of UCC-11 information requests, UCC-1 financing statements, blanket liens, and continuing commercial guarantees in which an out-patient surgery center - one of numerous related parties - provides the focal point for pursuing all webinar issues. In addition, participants address the relative importance of assessing cash flow from business operations versus cash flow from liquidation of business collateral in assuring proper debt service and ultimate loan repayment.

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Target Audience:

Analysts and lenders interested in examining and understanding the essential documents that underpin every commercial loan transaction as well as those documents necessary to establish and perfect a lender's security position in a borrower's pledged collateral.

Prerequisites:

Familiarity with accrual financial statements, the generic analytical process in reaching a credit decision, and the different sources of cash to service a borrower's interesting-bearing debt.

Objectives:

By the end of the webinar, participants will be able to:

Identify the fundamental objectives of loan documentation, in general, and commercial loan documentation specifically.
Identify the most common commercial loan documents, such as the promissory note, the business loan agreement, the corporate borrowing resolution or partnership authorization, the security agreement, a continuing commercial guarantee, etc., and understand the role and purpose of each such document.
Understand and state the purpose of a UCC-11 information request and identify steps necessary to assure maximum benefit from a UCC-11 search.
Understand and state the purpose of a UCC-1 financing statement and identify steps necessary to assure maximum benefit from filing a UCC-1 financing statement.
Understand and state the purpose and intent of a blanket lien along with its benefits and limitations.
Assess if proper loan documentation, properly executed, is generally sufficient to assure proper performance of both short and long-term commercial loans.

Loan Documentation

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Two to three hours, including reading and preparation time.

Yes

CPE Program Information

Program level: Intermediate
Recommended CPE credits: 2.4
Recommended field of study: Specialized Knowledge
Advanced Preparation: Printing and reviewing course materials
Delivery Method: Group Internet Based

2. Commercial Real Estate Loan Documentation

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Thu. 6/6 Recording

4.68 (419 reviews)

... recording all relevant declarations and commitments

In this case-based webinar, which runs approximately an hour and 45 minutes, participants identify and explore the role and purpose of common commercial real estate loan documents for an income producing property, including mortgages and deeds of trust, assignment of rents agreements, environmental risk questionnaires, estoppel certificates, lease agreements, and subordination, non-disturbance, and attornment agreements in which a pending purchase of an office building provides the focal point for pursuing all webinar issues. In addition, participants address the relative importance of assessing property cash flow versus cash flow from property liquidation in assuring proper debt service and ultimate loan repayment.

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Target Audience:

Analysts and lenders interested in examining and understanding the essential documents that underpin every commercial real estate loan transaction including documents necessary to establish and perfect a lender's unimpeded access to a property's cash flow and to the property itself in the event of bankruptcy and default.

Prerequisites:

Familiarity with the operating statement for an income producing property, a working knowledge of the credit decision process, and an understanding of the role collateral plays as one of numerous potential sources of interest-bearing debt service.

Objectives:

By the end of the webinar, participants will be able to:

Identify the fundamental objectives of loan documentation, in general, and commercial real estate loan documentation for an income producing property, specifically.
Identify the most common commercial real estate loan documents, such as the promissory note, the business loan agreement, the corporate borrowing resolution or partnership authorization, the security agreement, a continuing commercial guarantee, etc., and understand the role and purpose of each such document.
Understand and state the purpose and importance of the environmental questionnaire, the environmental transaction screen, and phase I and II environmental audits.
Understand and state the purpose and importance of the lease agreement, the subordination agreement, and the estoppel certificate.
Understand and state the purpose and importance of the assignment of rents agreement and the attornment agreement.
Assess if proper loan documentation, properly executed, is generally sufficient to assure proper performance of a commercial real estate loan.

Loan Documentation

View Materials and Preparation

Two to three hours, including reading and preparation time.

Yes

CPE Program Information

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Webinars : filtered to view 'Loan Documentation'Copy / Share Link

Guidance