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Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

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DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

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TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

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IFSLeaseWorks is now part of Abrigo.

Diversify your portfolio and earn additional interest income. End-to-end lease origination and administration automation make it possible.

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Thursday, July 25, 2024
2:00 PM ET / 1:00 PM CT

Is there confusion about the contents of your institution’s credit policy? Perhaps your policy is so extensive or vague—maybe even both—that it goes unread. Are there concerns among you or your lenders that it is contradictory? Does your policy blur the lines between guidelines and procedures? Is it overly prescriptive? Are there more than 10 exceptions to your current policy?

If you answered “yes” to any of these questions, it’s time to explore a new approach. In this session, we will introduce a fresh way to think about credit policy, guidance, and procedure that can streamline processes and increase clarity.

You will learn:

  • How to ensure your risk appetite is aligned with goals and socialized with your teams
  • Ways to make your policies and procedures more succinct
  • How to effectively use risk rating as a policy instrument

 

Meet Your Presenter

Kent Kirby

Senior Consultant, Portfolio Risk
Kent Kirby is a retired banker with over 39 years of experience in all aspects of commercial banking: lending, loan review, back-room operations, credit administration, portfolio management and analytics and credit policy.  As Senior Consultant in the Portfolio Risk practice, Kirby assists institutions in the review and enhancement of commercial

Full Bio