Pressure-testing your 2027 lending plan: Growth, concentrations, and the risks you may be missing
2:00 PM ET / 1:00 PM CT
As financial institutions finalize their 2027 lending plans, growth goals, market conditions, and existing exposures all shape the risk profile of the loan portfolio. Concentration risk extends beyond exposure size and established limits. Loans with shared characteristics or dependencies can create vulnerabilities that traditional portfolio reporting may overlook, particularly as conditions change.
In this webinar, lending and credit professionals will explore how portfolio analysis, portfolio management, and portfolio review work together to identify emerging risks, challenge assumptions, and inform growth decisions. Learn how to evaluate your lending plan against your institution’s risk appetite and recognize when early warning signs may call for adjustments.
You will learn:
- How to assess concentration risk by examining shared characteristics, dependencies, and potential consequences beyond exposure size and established limits
- How to connect portfolio analysis, management, and review to identify vulnerabilities that traditional reporting and lagging credit quality indicators may miss
- How to evaluate whether existing exposures, pipeline activity, and growth goals align with risk appetite, and recognize when to adjust lending priorities or underwriting
Explore how financial institutions are approaching portfolio oversight in the 2026 loan review benchmark report.
