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Lending to Medical and Dental Practices

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Prof. Dev. Course: In-Person


5/31/2024 - 5/31/2024

Registration Fees

Members $475
Nonmembers $875

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Item Details

Site Information:
American Bank
3520 Bee Caves Road
Suite 100-Boardroom
Austin, TX  78746

Co-Sponsored by the Central Texas Chapter

Date & Time: May 31, 2024 8:30AM - 5:00PM CT

Lending to Medical and Dental Practices is designed for loan and credit officers who have little or no experience in lending to medical or dental practices. It provides the knowledge and skills needed to make informed lending decisions when considering an application from a medical or dental practice. This course focuses on identifying different forms of practice organizations, current issues and trends facing physicians/dentists, hospitals, and payers, analyzing and valuing group medical and dental practices, and structuring and making loans for these types of practices. The course features a detailed instructor’s guide, and participant’s manual.

Through a mix of discussion, large and small group activities, and case studies, participants are better prepared to apply the content learned when they return to their jobs.


  • Upon completion of Lending to Medical and Dental Practices, participants will be able to:
  • Recognize current issues and trends of the health care industry faced by physicians, hospitals, payers, and the risks these pose to loan repayment.
  • Recognize current issues and trends faced by physicians/dentists, hospitals, and payers, and the risks these pose to loan repayment.
  • Perform a business analysis of the group medical or dental practice as a way of assessing loan repayment risks.
  • Determine how medical and dental practices are impacted by the continual fluctuations and shifts in the health care industry, including the Affordable Care Act.
  • Evaluate which segments of health care are growing or declining because they are attracting a lower or higher portion of the U.S. healthcare dollar.

Lending to Medical and Dental Practices is designed for credit analysts, loan review personnel, and lenders as well as other commercial banking professionals who are involved in lending to medical practices, or who want to learn more about the basics. Participants need to understand cash flow and how it helps determine a borrower’s ability to repay loans. It is structured for individuals who are acquainted with financial accounting principles and the basic disciplines of financial analysis.