Loan Participation Agreements

Date:

Apr 14, 2025

Register


Loan participations can be an important part of your lending operations. They can be used to increase growth and earnings, diversify credit risk, and deploy excess liquidity. But the process can go south in a hurry, resulting in loss of control over the lending relationship. This lawyer-led program will go through the dos and don’ts, provide expert insight, and explain how to ensure you have the proper contract specifications to keep your institution safe.

Topics

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Explain the dos and don’ts of loan participation agreements
  • Analyze whether the loan participation agreement contains the appropriate contract provisions
  • Identify due diligence issues for loan participation
  • Determine whether the lead financial institution is properly handling its administrative responsibilities
  • Understand how best to handle a loan default

TAKE-AWAY TOOLKIT: 

  • Sample loan participation policy guidelines
  • Loan participation agreement terms checklist
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
Speaker(s)

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.

Additional Information

WHO SHOULD ATTEND?

This informative session is designed for loan officers, loan operations personnel, credit administration staff, compliance officers, auditors, and attorneys.

Fees

Live: $279
On-Demand: $279
Live + On-Demand: $379

Association Contact

Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380