Lending Peer Group

Virtual Learning  
Wednesday, July 24, 2024 - Wednesday, October 23, 2024   iCalendar Central Standard Time

Live Streamed
July 24 and October 20, 2024 - 10:00 a.m. to 2:00 p.m.

The Lending Peer Group offers an ongoing platform for developing peer networks and a strategic exchange of thought leadership, addressing current and developing lending opportunities and challenges. Each session highlights a rotation of industry speakers and roundtable discussions by peers—all relating to lending practices, risk management, and the ever-changing regulatory, competitive, and economic lending conditions.


  • Network with fellow bankers, fostering professional connections and potential collaborations.
  • Engage in focused discussions with peers to exchange best practices, innovative lending strategies, and effective risk management techniques, enhancing your lending expertise.
  • Regulatory Updates.
  • Gain valuable insights into emerging trends, opportunities, and challenges in the lending landscape, enabling you to adapt your lending strategies to capitalize on market dynamics effectively.
  • Risk Management Strategies.
  • Technology Integration.
  • Economic Analysis.
  • Benefit from expert facilitation to ensure productive and meaningful discussions, guiding conversations towards actionable insights and outcomes.
  • Cover a wide range of relevant topics through a comprehensive agenda, ensuring participants gain insights into various aspects of bank lending.
  • And much more…

Possible Discussion Topics

  • CRE Renewals/Re-Pricing Stress Testing
  • Credit Issues: Overview of Illinois, the Midwest, and the Nation
  • Recent Regulatory Experiences
  • Section 1071 Small Business Data Collection
  • And much more…

Technology Requirements

  • Have Zoom virtual meeting access
  • Interact with facilitators and all participants in a live, virtual environment
  • Actively participate in live and chat discussions
  • Have complete, working computer microphone, camera, and speakers or phone access
  • Keep cameras on for the duration of the program

David Ruffin, Principal, IntelliCreditTM - David’s extensive experience in the financial industry includes a long and pronounced emphasis on credit risk in a variety of roles that range from bank lender and senior credit officer to co-founder of the successful Credit Risk Management, LLC consultancy and professor at several banking schools. A prolific publisher of credit-focused articles, he is a frequent speaker at trade association forums, where he shares insights gained by helping lending institutions evaluate credit risk—in both its traditional, transactional form and the risk associated with portfolios based on a more emergent macro strategy. David is an expert in assessing all aspects of the credit process and culture. Over decades, he has led teams providing thousands of loan reviews and performed hundreds of due diligence engagements focused on M&A and capital raising. Most recently, he headed the DHG-Credit Risk Management division at the Dixon Hughes Goodman accounting firm. David holds a B.A. from the University of North Carolina-Chapel Hill, an M.S. from East Carolina University, and multiple degrees from the American Bankers Association’s graduate lending schools.

Chief Lending Officers (CLOs), Commercial Lending Officers, Consumer Lending Officers, Loan Officers, Compliance Officers (especially those overseeing lending compliance), Loan Servicing Managers, Business Development Managers, Commercial Real Estate Lenders, Small Business Lenders, etc.

Fee Per Person
Members Only $400
Includes Two Sessions

Substitutions Permissible

Virtual Learning