Credit Evaluation School eBook

Credit Evaluation School Washington, DC March 3-7, 2025

Monday, March 3, 2025 7:30 – 8:30 am

Registration and Breakfast

Introduction and Goals for the Week

8:30 – 9:00 am 9:00 – 9:30 am 9:30 – 10:15 am 10:15 – 10:30 am 10:30 – 12:00 pm 12:00 – 1:15 pm 1:15 – 2:00 pm 2:00 – 2:45 pm 2:45 – 3:00 pm 3:00 – 3:30 pm 3:30 – 4:30 pm 5:00 – 7:00 pm 8:30 – 8:45 am 8:45 – 9:30 am 9:30 – 10:00 am 10:00 – 10:15 am 10:15 – 10:45 am 10:45 – 12:00 pm 12:00 – 1:15 pm 1:15 – 4:00 pm 4:00 – 4:30 pm

Pre-Course Recap

Examiner Roles – Asset Manager & Loan Scoping

Break

Primary Loan Documents

Lunch on your own

Defining the 6 P’s & Loan Classification Case Study: 19 th Hole – Identifying the 6 P’s

Break

Nonaccrual

Hand Out Line Deck #1 Networking Reception

Tuesday, March 4, 2025 7:30 – 8:30 am

Breakfast

Monday Recap

Reviewing & Classifying Loans

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 and bullet-point writeup on a classified line.