February 2, 2026 – 9:00 a.m. to 3:00 p.m. CT - Live Streamed
The retail manager will be exposed to loan structure, loan support, and documentation issues, and how they are an intricate part of the lending process. The basics of loan compliance will be provided, including Reg B, Z, TRID, BSA, and Fair Credit Reporting. The basics of the three (3) main areas of lending: consumer, mortgage, and commercial lending, will be covered and illustrated with real-life case studies, including cash flow analysis.
AudienceBranch managers, relationship managers, loan documentation specialists, private bankers, and business development officers
InstructorDavid L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues. His extensive professional background of over 30 years encompasses 24 years as a business trainer/ contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development. Mr. Osburn has been an adjunct college professor for over 30 years teaching accounting, economics, finance, banking, marketing, management, and business law.
Per Person FeeIBA Member $265Nonmember $445