PEDA - Pennsylvania Economic Development Association

Pre-conference Training: Credit Reports & Other Searches – Are You Getting Everything You Need From Them?

  • 04/24/2017
  • 9:00 AM - 12:15 PM
  • Hilton Harrisburg, 1 N. Second St. Harrisburg, PA 17101

Registration


 

Pre-conference Training:

Credit Reports & Other Searches – Are You Getting Everything You Need From Them?

The world of finance regulation may not apply directly and exactly to the operations and practices of economic development organizations, but it certainly has influenced how we think and how we may interact with other financing partners. Confidentiality concerns, privacy fears, independent third party certification requirements, and the ability or inability to hide one’s credit standing and history are all factors in CEDO underwriting and portfolio management requirements, too. This training will focus on fluently reading credit reports and other searches such as tax lien searches, bankruptcy records and property reports to meet DCED policies as well as protect your loan portfolio. 

Presenters

  • Steve Gohn, President, CBY Systems, Inc.
  • Ronald L. Hershner, Esq., Managing Partner, Stock and Leader, LLP
  • Carlyn R. Butz, Credit Officer, Mid Penn Bank
  • Jared Lucas, Director, PIDA Division, Pennsylvania DCED
  • Lori K. Irwin, Counsel, Governor's Office of General Counsel, Pennsylvania DCED

Register by April 12th to be included on the attendee list.

Attention Certified Economic Development Organizations: This course is approved to provide 3.00 organizational PDUs (Finance) as explained in the Guidelines for Certification of Economic Development Organizations issued by the Pennsylvania Department of Community and Economic Development and in PEDI’s Policies and Procedures.

Note: We reserve the right to reschedule or cancel this offering. In the event of a cancellation, a refund will be provided to registrants.

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