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Course/Product Description
Title:

Advanced Lending Techniques Through Loan Hedging

SKU:WT-1003001
Format: Webinar
Description:

In an unprecedented interest rate environment, we will share strategies that allow lenders to address these essential questions:

How can I offer a longer fixed rate loan when competing with a national bank? How can I make my loan instantly profitable through an additional source of non-interest income? How can I embed a prepayment penalty so my prospect does not have to come out of pocket? How can I offer a construction loan with a committed fixed-rate takeout? How can I offer borrowers the most value while maximizing relationship retention rates for the bank?

Covered Topics:

  • Learn how to win loans in a highly competitive environment while maximizing yield for the bank.
  • Understand the key differences in a community bank’s potential value proposition versus national and regional banks with fragmented business units.
  • CenterState Bank will share internal strategies that have boosted ROA by 100 bps and diminished relationship runoff by 80%.
Who Should Attend

CEO, CFO, Full lender track from Chief Lending Officer to business development officers

The Presenter

Mr. Ed Kofman is the Managing Director and Head of Loan Trading and Hedging at CenterState Bank of Florida NA. Mr. Kofman served as Managing Director at a bankers' bank. Mr. Kofman has over 20 years of experience in the financial services industry. He served as Financial Risk Manager of Wells Fargo Bank's Capital Markets group. He was responsible for the production of capital allocation tools and risk-adjusted return on capital models at Bank of America. He served as a Credit Loan Officer and Director of Corporate Finance Group at Scotia Capital and Bank of Nova Scotia. He has corporate, securities and tax law experience and practiced corporate/commercial law. He is also a co-author of a book titled Successful Lender's Field Guide. Mr. Kofman has Bachelor of Science from the University of Toronto and has joint MBA/JD from York University. He holds a CFA designation.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
Advanced Lending Techniques Through Loan HedgingCD/On-Demand$345.00

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