Agenda

Oct 26, 2026
11:00 am - 12:30 pm EST

Artificial intelligence can improve the speed, consistency, and depth of credit analysis — but it can also produce incorrect calculations, unsupported conclusions, and convincing misinformation. Effective use requires a disciplined process for defining the assignment, protecting confidential information, grounding responses in reliable sources, validating results, and applying independent credit judgment. This practical webinar will demonstrate how generative and emerging agentic AI can assist — not replace — credit professionals. Participants will learn to create effective prompts, identify hallucinations, verify calculations and source support, and document human review.

Applications will include appraisal, rent roll, cash flow, tenant, market, and refinancing-risk analysis for CRE loans; financial statement, tax return, covenant, borrowing-base, and industry analysis for C&I loans; and working capital, repayment capacity, commodity-price, yield, collateral, and sensitivity analysis for agricultural loans.

The program will also address data privacy, fair lending, third-party risk, AI-enabled fraud, output-validation procedures, approved prompt libraries, and the changing responsibilities of lenders, analysts, credit officers, and reviewers.

Topics

KEY WEBINAR TAKEAWAYS:

• A repeatable AI-assisted workflow to extract, organize, analyze, and validate borrower, collateral, industry, and market information without surrendering professional credit judgment
• Effective prompts that define the source documents, assignment, calculations, assumptions, limitations, output format, and required verification steps
• Appropriate AI use in CRE, C&I, and agricultural credit analysis, including appraisal and rent-roll review, cash-flow analysis, covenant testing, industry research, scenario analysis, credit-memo preparation, and portfolio monitoring
• How to recognize hallucinations and unsupported conclusions while establishing practical controls for confidential information, human review, fair lending, third-party tools, and documentation of AI-assisted work

Speaker(s)

Robert L. Viering
RiverPointUSA LLC & RegVizion LLC

Bob is the principal of RiverPointUSA LLC, a national consulting and training firm dedicated to helping community banks and credit unions strengthen credit risk management, strategic planning, and sustainable growth. With over 40 years of experience in commercial banking, Bob brings expertise in C&I, CRE, and agricultural lending, as well as portfolio management, stress testing, CECL, liquidity, and capital planning.

Bob’s career includes roles as a de novo bank founder, CEO, Chief Lending Officer, regional credit officer, board member, and audit committee member. He has also served as an expert witness in state and federal courts. Bob is a past board member of state and national banking associations and a frequent speaker on banking topics across the country.

In addition to his work at RiverPointUSA, Bob co-founded RegVizion LLC, which develops AI-driven credit tools. Bob is also a founder of RegVizion LLC, developing AI-driven credit tools, and actively serves on the board of the Chicago Chapter of ProSight (formerly RMA) and is a member of their national Chapter Advisory Group.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

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.

Association Contact