Credit Evaluation School - May 2023

Credit Evaluation School Chicago, Illinois May 15 - 19, 2023

Hyatt Regency Chicago Meeting Room: Roosevelt 3B

Monday, May 15, 2023 7:30 am – 8:30 am 8:30 am – 9:00 am 9:00 am – 9:30 am 9:30 am – 10:15 am 10:15 am – 10:30 am 10:30 am – 12:00 pm 12:00 pm – 1:15 pm 1:15 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 3:00 pm 3:00 pm – 3:30 pm 3:30 pm – 4:30 pm 5:00 pm – 7:00 pm 8:30 am – 8:45 am 8:45 am – 9:30 am 9:30 am – 10:00 am 10:00 am – 10:15 am 10:15 am – 10:45 am 10:45 am – 12:00 pm 12:00 pm – 1:15 pm 1:15 pm – 4:00 pm 4:00 pm – 4:30 pm Tuesday, May 16, 2023 7:30 am – 8:30 am

Registration and Breakfast Plaza Foyer and Plaza A

Introduction and Goals for the Week

Pre-Course Recap

Examiner Roles & Loan Scoping

Break

Primary Loan Documents

Lunch on your own

6 P’s Review

Break

Nonaccrual

6 P’s Review Exercise Hand Out Line Deck #1 Networking Reception Plaza A

Breakfast Plaza A

Monday Recap

Decision Strategies & Loan Classification

Mock Discussions

Break

Quick Hitters

Loan Discussion Prep Lunch on your own

Loan Discussions

Loan Discussion #1 Materials Due Students must turn in classification grid, self-evaluation, and bullet-point writeup on a classified line.