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Managing Growth Safely and Soundly

Presenter: Alison Trapp

One of the most common risks for a financial institution is the extension of credit. Join Alison Trapp as she discusses three primary ways for managing loan growth and its associated risk: effective policy implementation, concentration monitoring, and individual account management. These tools together provide a framework for banks to grow within their own stated risk tolerance levels.

You Will Learn:

  • Ways credit policy can support safe and sound growth
  • Characteristics of concentrations that should be monitored
  • Elements of a plan to monitor concentrations


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About the Presenter
Alison Trapp
Alison Trapp, Client Education
Alison recently moved to Sageworks implementation team with a focus on client training. She joined Sageworks after spending 17 years on the commercial credit risk team at GE Capital and then training mid-sized commercial banks through her own consultancy. Alison holds a Bachelor of Arts degree in East Asian Studies from Ursinus College and a Masters of Business Administration in Finance from Stern School of Business, New York University.