Roadmap to Good Lending Practices
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Is a “Business Plan” the first document you
request when meeting with potential borrowers?
Do you have a “Lending Plan”, a “Credit Policy”
and a “Servicing and Procedures Policy” in
place and are they each current? This session
will address the ins and outs of these essential
policies and how they can be most effectively
utilized in the lending process. Focusing on the
development, revision and maintenance of these
policies, some of the topics to be addressed
• Identifying what auditors are
really looking to find
• Investigating current trends and practices
• Identifying what is new out there
that you need to know
• Comparing your policies to
those of your peers
• Revising your policies to meet your
needs and those of your clients
No matter your level of experience in lending,
this session is designed to provide you with tools
that will allow you to increase your knowledge,
evaluate your own practices with those of your
peers and improve your overall effectiveness as
an economic developer.
This event qualifies for 3.0 PDUs through the PEDA Individual Certification Program and 3.0 finance-related Organizational PDUs through the Pennsylvania Economic Development Institute.*
*As explained in the Guidelines for Certification of Economic Development Organizations (Guidelines) issued by the Pennsylvania Department of Community & Economic Development (DCED). The 3.0 Organizational PDUs are only available to registrants who are members of a Certified Provider's "Professional staff" as defined in DECD's Guidelines.
Cancellation & Refund Policies: Due to venue
guarantees, requests for cancellations and
refunds must be made in writing and received by
close of business October 15. No refunds will be
granted after that point. All refunds are subject
to a $50 administrative fee. No-shows will be
billed in full. Registration is non-transferable.
Hotel Accommodations: This event will be
held at the Sheraton Erie Bayfront Hotel. Call
the venue directly at (888) 627-8094 to reserve
your overnight room. Reference PEDA 2010 Fall
Conference to receive the discounted rate of $99
/ night. Please secure your reservation before
September 24. Call the hotel for directions from
Questions?: Contact Joshua Skopp at (717) 441-
6047 or firstname.lastname@example.org.