Navigating Loan Pricing Model Implementation Roadblocks
September 17, 2024
Lender resistance often creates enough inertia to make loan pricing model implementations fall short of expectations. Financial institution leaders need to establish a strong commitment to using a pricing tool and have a comprehensive understanding of the model's assumptions and configuration to help ensure a more successful implementation. Join Forvis Mazars for an informative webinar to learn about concepts used in pricing tools and what needs to be considered to help implement a model successfully.
Learning Objectives
Upon completion of this program, participants will be able to:
- Describe the factors that drive profitability results within a loan pricing model.
- Discuss how expense allocation assumptions can impact analysis on smaller loans.
- Identify how loan pricing models can help lenders strengthen client relationships by making them more aware of borrower business practices, banking patterns, and financial needs.
LoanPricingPRO®
Our strategic loan pricing tool can help your financial institution manage and grow your portfolio by factoring in the value of your existing customer relationships and help enhance your proposed loan terms with real-time profitability analysis.
CPE Information
1.00 CPE Credit (pending approval)
One CPE credit (pending approval) in the Finance field of study may be awarded upon verification of participant attendance, during live broadcast.
Fields of StudyWho's This For
Commercial lenders, credit analysts, CLOs, and CFOs of community banks and credit unions.
Prerequisites
None.
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Overview
Recommended Field of Study
Finance.
Advanced Preparation
None.
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.