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Commercial Underwriting & Portfolio Management Roundtable

List Price

$9,999

Member Price

$1,650

Event Id:

702219630

Product code:

020352-26

Format:

Roundtable: In-Person

Date:

9/9/2026 - 9/10/2026

Registration Fees

Members $1,650
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 $8,349 or more.

Item Details

Site Information:
ProSight Office
2005 Market Street
Suite 3600
Philadelphia, PA 19103

Event Dates & Times: 
September 9, 2026 8:00 a.m. - 5:00 p.m.; 7:30 p.m. - 7:30 p.m. ET (dinner)
September 10, 2026 8:00 a.m. - 11:00 a.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.

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.