Commercial Lending School, Day 5

Commercial Lending School, Day 5

The week concludes with a session on projecting future borrower performance, where participants will learn to create proformas, projections, and stress tests. These tools help determine a borrower’s future ability to meet repayment obligations based on historical performance and various financial assumptions.

Watch Recorded Event COMING SOON!

Day 5 Resources

Modules

Module 6

Appendices

A

B

C

D

PowerPoints

Module 6

IBA Education Programs

Coming Soon!

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2025 GSB Schools

Coming Soon!

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Voya Bank Advisory Group

Coming Soon!

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Commercial Prospecting

Coming Soon!

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Day 5 Session Information

FRIDAY, SEPTEMBER 12 | 9:00am - 3:30pm

PROJECTING FUTURE PERFORMANCE

Projections focus on quantifying the borrower’s ability to make future payments based on past financial performance.

Learning Objectives
At the end of this session, you will be able to:

  • Explain the purpose of projections
  • Identify four keys to quality projections
  • List information required to construct projections
  • Distinguish between proformas and projections
  • Construct proformas, projections, and cash budgets
  • Stress test projections to determine the potential impact of different assumptions on the borrower’s ability to repay debt

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Day 5 Speaker

Jackson

Derrick Jackson

EVP & Chief Credit Officer

First Savings
Bank

   

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