RMA Commercial Lending School Track 1 (Fall)
RMA Commercial Lending School Student Profile
The Five Competitive Forces That Shape Strategy (PDF) by Michael E. Porter
2021 SCHEDULE
All dates hosted live online except for "Prepare Loan Committee Presentation" dates
**Below is the Zoom link for each session**
https://rmahq.zoom.us/meeting/register/tJAqf-yhrz0qEtyNBTjM5VNVFVvnmd4tP9cB
August 25, 2021 - Pre-Course Kickoff/Introductions
September 1, 2021 - Credit Analysis Basics (Part 1)
September 10, 2021 - Credit Analysis Basics (Part 2)
September 15, 2021 - Case Study #1
Precourse - Cash Flow Analysis I: UCA Fundamentals
September 22, 2021- Cash Flow Analysis I: UCA Fundamentals (Part 1)
September 29, 2021 - Cash Flow Analysis I: UCA Fundamentals (Part 2)
October 6, 2021 - Case Study #2
Precourse - Analyzing Business Tax Returns
- Download Precourse Assignment (PDF).
- Worksheets:
-
1065 Cash Flow Worksheet (LLC) - (XLS)
-
October 13, 2021 - Analyzing Business Tax Returns
Precourse - Analyzing Personal Financial Statements and Tax Returns
- Download Precourse Assignment (PDF)
- Worksheets:
- 1040 Cash Flow Worksheet (XLS)
October 20, 2021 - Analyzing Personal Financial Statements and Tax Returns
October 27, 2021 - Case Study #3
Precourse - Structuring Commercial Loans I
November 3, 2021 - Structuring Commercial Loans I
November 10, 2021 - Writing the Credit Analysis
November 11-30, 2021 Prepare Loan Committee Presentation
December 1, 2021 Loan Presentations
December 8, 2021 Loan Presentations
***Optional Additional Combo Course***
December 15, 2021 - Commercial Real Estate I: Introduction (an extra registration fee is required to attend). The course is optional for those who are interested in expanding.