Surgent's Bank Relationships in the COVID Era On-Demand Webcast

Course Details





Field of Study


CPE Credit

1 hour CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC




Almost everything changed due to COVID-19, but we don't see some of the most important changes. The relationship between the bank and the organization is of key importance to the finance professional; however, many haven't realized the significant changes occurring at banks and how those changes have affected the borrowing relationships. This program will take a hard look at how banks make loan decisions and how many of those decisions have been altered due to the pandemic. In addition, we will explore some of the anticipated changes due to changes in the political landscape.


  • How banks make loan decisions, the old and the new ways
  • Predicting bank rates and other changes
  • Bank legislation and the effects on banks
  • Bank portfolio quality
  • Changing in bank operations due to COVID-19


  • Understand how to better negotiate bank rates and charges
  • Know how banks make loan decisions and how to increase your chances of success
  • Learn key skills in bank loan negotiation
  • Better predict interest rates at banks and other lenders
  • Understand the digital trends in banks and how they will affect your organization

Designed For

CFOs, controllers, and finance professionals

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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