May 5, 2026
Defensible loans start with ironclad documentation.
Are your commercial loan files built to stand up under pressure? This essential session will explore the documentation requirements for lending to all types of legal entities, from single-member LLCs to multi-tier holding companies. Learn how to verify authority, identify beneficial ownership, and manage guaranties, resolutions, and security interests. You’ll also review perfection requirements and best practices to ensure your files remain compliant, complete, and defensible from the start.
May 5, 2026
3:00 pm - 4:30 pm EST
When a loan defaults, documentation is the first place litigators and regulators look. Are your commercial loan files defensible? From single-member LLCs to complex multi-tier holding companies, lending to legal entities requires more than a signed promissory note. Authority, beneficial ownership, guaranties, resolutions, security interests, and perfection requirements vary dramatically depending on the borrower’s structure. This practical webinar will walk you through the documentation requirements for lending to various legal entities, such as corporations, LLCs, limited partnerships, trusts, etc.
KEY WEBINAR TAKEAWAYS:
Shelli Clarkston
Shelli Clarkston is an attorney with Spencer Fane LLP where she provides financial institutions with proactive legal counsel on regulatory and compliance matters. She received her law degrees from the University of Missouri – Kansas City and her undergraduate degree from the University of Nebraska – Lincoln. In addition, she has a master’s degree from Doane University.
Before joining Spencer Fane, Shelli was the Risk and Compliance Officer for a financial services technology platform with one of the world’s largest technology companies. She oversaw the platform’s regulatory compliance and handled all risk-related matters. She also has experience as general counsel for a community bank, where she managed all legal, regulatory, compliance, and corporate matters.
WHO SHOULD ATTEND?
Live Webinar - $279
On-Demand Webinar - $279
Live + On-Demand - $379
Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.
**100% surcharge applied to non-members.
| Susan Clark | Silvia Regalado | |
| Professional Development Coordinator | Professional Development Coordinator | |
| o: 317-387-9380 | o: 317-387-9380 | |
| d: 317-333-7169 | d: 317-333-7170 | |
| sclark@indiana.bank | sregalado@indiana.bank |