Commercial Underwriting & Portfolio Management Roundtable
List Price
$9,999
Member Price
$1,320
Event Id:
700700606
Product code:
020351-26
Format:
Roundtable: In-Person
Date:
2/24/2026 - 2/25/2026
Registration Fees
| Members | $1,320 |
|---|---|
| Nonmembers | $9,999 |
Members qualify for savings.
Log in to see if you qualify for a lower rate, or become a member to save as much as $8,679 or more.
Item Details
The above early bird price is available until January 15, 2026. Beginning January 16, 2026 the price will be $1650.
Site Information:
Truist Bank
214 North Tryon St.
Charlotte, NC 28202
Event Dates & Times:
February 24, 2026 8:30 a.m. - 4:00 p.m. ET
February 25, 2026 8:30 a.m. - 12:00 p.m. ET
This invitation-only meeting is for the team leads or senior level commercial portfolio managers and/or commercial underwriter that are a specific part of the first line of defense in the approval process and borrower maintenance of commercial loan borrowers. This is a new round table for banks with assets sizes above $30 billion or that have an organizational structure that has a team lead that manages the work flow of a group of commercial portfolio managers or underwriters. Some topics of interest to discuss include; workflow and processes, turn times, underwriting standards, policies, industry and sector, responsible growth, risk ratings, and regulation. All topics for agendas are created by and for the participants.
Learning Objectives:
- Build solid peer sharing connections
- Discuss relevant, current issues
- Expand and discuss regulatory and compliance topics
Who will benefit?
Team leads or senior level commercial portfolio managers and/or commercial underwriter that are a specific part of the first line of defense in the approval process and borrower maintenance of commercial loan borrowers from banks with asset sizes generally over $30 billion.