Over the past several years, I have attended six Regional Training sessions (out of eight that we have hosted). Each one is unique in terms of content and attendee participation. Last week, I hosted our Regional Training event at the Hyatt Regency St. Louis at the Arch. I’m always excited to meet the attendees; some of whom I have met before, others that I have spoken with many times on the phone but never met in person, and others whom I have never had any interaction with prior to the event. Upon meeting me in person, the attendees usually exclaim either “you are EXACTLY how I pictured you!” or “you are NOTHING like I pictured you!”
In this small group setting, I feel it is my job to make sure that everyone is engaged during the 2-day training. Attendees can learn best from each other. How are other organizations using this area? What else could we be using within the Square 1 Credit Suite? The content is similar each time, but I try to always incorporate something new for attendees that have been to multiple training sessions. For this event, we covered the following:
- Loan Presentation: A more streamlined approach to handling renewals with the 15.1 release
- Customized Reports: How to create and ideas for types of reports
- Managing Credit Risk: A discussion of how the Square 1 Credit Suite is used within the attending organizations, plus an overview of portfolio reports, including the new NAICS concentration report
- Documentation Tracking: How the balances associated with exceptions are calculated, advanced search criteria and saving search criteria to recall later
- Credit Analysis: CRE Stress Testing, debt service coverage stress testing, and agricultural income/expense stress testing; also an overview of the new dynamic Personal Financial Statement
- Suntell Document Imaging: A discussion of best practices for imaging, document retention, and internal procedures
- Management and Maintenance: Creating accurate collateral records, and handling paid loans
- Collections & Work-Out: Past Due loans and Watch List action plans
- Open Q&A
Of course, this particular event was made infinitely more interesting by the fact that we were in St. Louis during the World Series. Game 6 was set to take place the Wednesday after training, with the stadium just a few blocks from our hotel. A few attendees were even planning to stay and try to get tickets. However, Game 6 was rained out…
We plan to host 2 more Regional Training events in 2012 so look for information on locations and registration!
