Loan Participation Agreements

Auditing & Accounting Compliance Lending

On-Demand Webinar:

StreamedApr 14, 2025Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Loan participations can be an important part of your lending operations.

They can be used to increase growth and earnings, diversify credit risk, and deploy excess liquidity. But the process can go south in a hurry, resulting in loss of control over the lending relationship. This lawyer-led program will go through the dos and don’ts, provide expert insight, and explain how to ensure you have the proper contract specifications to keep your institution safe.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Explain the dos and don’ts of loan participation agreements
Analyze whether the loan participation agreement contains the appropriate contract provisions
Identify due diligence issues for loan participation
Determine whether the lead financial institution is properly handling its administrative responsibilities
Understand how best to handle a loan default

WEBINAR DETAILS

Loan participations can be an integral part of a financial institution’s lending operations. However, if the loan participation agreement does not contain appropriate contract provisions or if it is not used properly, loan participations can cause an institution to lose control over the lending relationship resulting in credit losses. This webinar will cover due diligence issues in loan participations, review the important loan participation agreement terms, and explain how to handle loan participation servicing and default issues.

WHO SHOULD ATTEND?

This informative session is designed for loan officers, loan operations personnel, credit administration staff, compliance officers, auditors, and attorneys.

TAKE-AWAY TOOLKIT

Sample loan participation policy guidelines
Loan participation agreement terms checklist
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.