CEMP Webinar 01 Recording Mastering Loan and Lease Origination: Best Practices & Strategies

Webinar Description

In today’s complex financial landscape, effective loan and lease origination requires a deep understanding of multiple facets of the process. This comprehensive webinar is designed for finance professionals who want to sharpen their skills and stay ahead in the ever-evolving industry.

Join us as we delve into critical areas of loan and lease origination, including:

1. Fraud Prevention: Learn how to identify and mitigate risks to protect your organization from potential fraud during the origination process.
2. Residual Risk / Collateral Value Forecasting: Understand how to accurately forecast collateral values and assess residual risks to ensure sound financial decisions.
3. Equipment Classification and Capturing Equipment Detail: Discover best practices for classifying equipment and capturing detailed information to improve accuracy and efficiency in origination.
4. Lease Documentation: Gain insights into essential lease documentation, including Master Lease Agreements, Schedules, and provisions for use, maintenance, and return of leased equipment.
5. Transaction Structure, Pricing, and Syndications: Explore the intricacies of transaction structuring, pricing strategies, and syndication processes to optimize financial outcomes.

This webinar will provide valuable knowledge and practical tools to enhance your loan and lease origination process, ensuring you are equipped to handle the challenges and opportunities in today’s market. Don’t miss this opportunity to learn from industry experts and take your origination skills to the next level!

Learning Objectives

1. Identify strategies for fraud prevention in the loan and lease origination process to protect against risks.
2. Analyze collateral value forecasting techniques and assess residual risks for more informed financial decision-making.
3. Apply best practices for equipment classification and capturing detailed equipment information to improve origination accuracy and efficiency.
4. Understand the key components of lease documentation, including Master Lease Agreements and related provisions, to ensure compliance and clarity.
5. Evaluate transaction structuring, pricing, and syndication processes to optimize financial outcomes in loan and lease originations.
6. Develop a deeper understanding of the financial landscape, and apply new tools and strategies to enhance loan and lease origination practices in a competitive market.

These objectives align with the key topics outlined and focus on practical skills and knowledge that finance professionals will gain from the webinar.

Course Audience

Leasing Companies, credit officers, banks, attorneys, management associations, ELFA, equipment managers

Continuing Education (CE) Information

This webinar will award 2.4 CE hours.

If you are a designated member of the American Society of Appraisers, CE credit will automatically be entered into your record ONLY if you participate in the live webinar. Please allow approximately 2 weeks post-webinar for ASA to notify participants via email regarding a certificate of completion.