Agenda

Session I: March 10, 2026
Session II: July 30, 2026
Session III: November 3, 2026

8:30 a.m.       Registration and Continental Breakfast 
9:00 a.m.       Program Begins
12:00 p.m.     Lunch
3:00 p.m.       Program Adjourns

Topics

Benefits of the Forum . . .

• Improve the efficiency of loan support processes, whether automated or manual
• Reduce the risk in your loan portfolio from an operational and transactional perspective
• Optimize staffing levels to handle loan production
• Increase your understanding of regulatory and compliance requirements
• Form relationships with other loan operations managers
• Get solutions and practical ideas for your most pressing concerns
• Discuss with peers what works and what doesn’t Grow professionally as well as personally

Possible Forum Topics

Forum participants are able to submit topics in advance of the meetings, as well as during the meeting. To encourage open discussion, participants usually are placed in two break-out groups: The first arranged by bank size, with participant topics and topics provided by the facilitator. The second break-out is arranged by core system and focuses more on issues unique to each core and related software.

Below are some examples of participant topics

• Benefits and advantages/disadvantages of automated document preparation software
• Effective ways to cross-train loan support employees
• Positions within loan operations are conducive to remote or hybrid work
• Hiring, recruitment and retention strategies that work
• Loan operations structure and hierarchy
• New or emerging technology solutions
• Concerns or issues raised in recent regulatory examinations
• More people issues: managing vs. micro-managing
• Ideas for loan support activities that can be automated
• Best practices in post-closing reviews and similar checklists for insurance tracking and collection of financial information from customers
• Handling of lien documents, including UCC filings and mortgage recordings
• Efficient administration of construction loans and the draw process

Speaker(s)

Facilitator: Richard Hamm

Richard Hamm with Advantage Consulting & Training has been training and working with bankers for over 30 years, designing and delivering courses specializing in commercial lending and credit, including portfolio and risk management, commercial real estate (CRE) and appraisals, plus selling and negotiating skills, and director training. His clients include national associations such as the American Bankers Association (ABA), The Risk Management Association (RMA), now called ProSight after merging with Bank Administration Institute (BAI); regional banking schools such as the Barret Graduate School of Banking – Memphis, the Graduate School of Banking – Wisconsin and the Graduate School of Banking at Colorado; state banking and community banking associations in a dozen states; and individual banks. Based in Huntsville, AL, he has owned/operated Advantage Consulting & Training for over 20 years, after a 22-year banking career including senior positions in lending and credit, including president of a community bank through formation and acquisition of an existing bank management, plus responsibilities for the loan operations function of a community bank.

Fees

The following fees include three consecutive sessions to the forum and the program materials.

IBA member - $999 per person

Participation in this IBA Forum is limited to IBA member financial institutions, and nonmembers financial institutions from an eligible membership category at applicable member or non-member rates. 

location

IBA Center for Professional Development
8425 Woodfield Crossing Blvd., Suite 155E
Indianapolis, IN 46240

Association Contact

Laurie Rees, Senior Vice President of Professional Development
Lrees@indiana.bank 
317-387-9380

Molly Gibbs, Assistant Vice President of Education & Training
MGibbs@indiana.bank
317-333-7161

Katie Yates, Professional Development Coordinator
KYates@indiana.bank
317-333-7162