Loan Documentation for Secured Commercial Lending Transactions CLE
Loan Documentation for “Secured” Commercial Lending Transactions



Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on August 6, 2020

Attend this proactive webinar and receive a thorough overview of commercial lending “loan documentation.”

Basic “business” structure, loan “structure,” and loan “support” will be highlighted along with a review of loan documentation including promissory notes (signature requirements, authority & capacity, confession of judgment clause, jury waiver, and arbitration agreement).

This portion of the webinar will also cover business loan agreements, security agreements, UCC financing statements (Article 9), and other supporting documents including corporate resolutions, guarantees, and Reg B notices.

Additionally, the related concept of Commercial & Industrial (C&I) lending will be covered including documenting secured working capital lines, ABL facilities, and equipment financing (loans/leases). This section will further review the Borrowing Base Certificate (BBC) and the valuation and quality of accounts receivable, inventory and equipment.

The webinar will also analyze the use of the BSA Loan Rating Matrix, Collateral Rating Matrix, and C&I Borrower Rating Matrix.

The session will be summarized through a “hands-on” comprehensive “loan documentation” case study.

Attorney David L. OsburnDavid L. Osburn
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues. Mr. Osburn’s Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.

Contact David L. Osburn

2 General Credits

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

  1. Be introduced to secured commercial loan documentation
  2. Review basic “business” structure, loan structure, and loan support
  3. Highlight loan documentation including promissory notes, security agreements, and guarantees
  4. Discuss related concept of C&I lending including “secured” working capital lines, ABL facilities, and equipment financing and also cover the BBC and inventory and equipment issues
  5. Analyze the Loan, Collateral, and Borrower Matrixes
  6. Explore a comprehensive “loan documentation” case study