The challenges facing commercial lending institutions are numerous and the need for educated personnel has never been greater, particularly the need for lending professionals who understand the needs of industry and who can underwrite complex commercial credits.
The Department of Finance in LSU’s E. J. Ourso College of Business, in partnership with the Louisiana Bankers Association, is responding to the needs of industry with the LBA/Ourso Credit Analyst Education Program. This program provides education and training for new hires or experienced bankers who are transitioning into commercial lending and for banks that are shifting focus from commercial real estate lending to commercial and industrial lending.
The program was designed by LSU faculty and a committee of experienced commercial bankers from the Louisiana Bankers Association using curriculum provided by the American Bankers Association. Instruction focuses on financial statement analysis for presentation to a loan committee and commercial lending fundamentals including credit policy and problem loan resolution.
The world-class faculty of LSU’s E. J. Ourso College of Business will lead the instruction with participation from experienced commercial bankers to provide both the real-world application of the curriculum and the reasoning behind the processes. Instruction in communications skills, sales strategies, critical thinking, collaboration, and other soft skills required for industry success will be added to the ABA materials in response to input from the industry.
At the successful completion of the program, attendees will receive their LSU Certificate of Completion and will be eligible to test for the ABA Certificate in Business and Commercial Lending.
There are several programs available for credit analyst training based on a model of exposing participants to significant amounts of information over three days in a classroom. We believe there is a better way.
Our program educates credit analysts on fundamentals and provides perspective as to why the institution needs the analysis for decision-making purposes and how the analysis will be used rather than simply training them to perform tasks.
January
All days at the Business Education Complex at LSU.
February
All days at the Bankers Center at the Louisiana Bankers Association office in Baton Rouge.
April
All days at the Bankers Center at the Louisiana Bankers Association office in Baton Rouge.
May
All days at the Business Education Complex at LSU.
June
Final exams in June 2025 at the home institutions.
July
Graduation at LSU in July 2025.
Cost: $5,350 per attendee
Deadline: Friday, December 13, 2024
Please make checks payable to the LSU Foundation and include "Credit Analyst Education Program" in the memo. Mail checks to:
LSU Department of Finance
2900 Business Education Complex
501 S. Quad Dr.
Baton Rouge, LA 70803
CAEP courses will be held at the LSU E. J. Ourso College of Business and the Louisiana Bankers Association. Please refer to the "Dates" section above for the designated location of each meeting.
LSU E. J. Ourso College of Business
Business Education Complex
501 South Quad Drive
Baton Rouge, LA 70803
Need help finding your way around the LSU campus? Visit the interactive map here.
Louisiana Bankers Association
5555 Bankers Avenue
Baton Rouge, LA 70808
This program provides education and training for a variety of lending professionals:
"The LSU/LBA Credit Analysis Education Program equipped me with a powerful toolkit for financial underwriting and business development! Not only has this program been invaluable by expanding my soft skills related to commercial lending, but my co-workers and customers have remarked on my increased productivity as well. Now I confidently engage in discussions about industry specifics, financial analysis, and credit policy."
Kira Yeates
Loan Assistant, Bank of Montgomery
"The LSU Credit Analyst's Education Program significantly enhanced my career in finance. The curriculum provided a comprehensive understanding of credit analysis, covering both audited and unaudited statements, which filled crucial gaps in my knowledge. The hands-on approach and collaboration with industry professionals allowed me to apply theoretical concepts in real-world scenarios. My time in the program was invaluable for my career development."
LeVar Anderson
Vice President | Senior Commercial Relationship Manager, Home Bank
I was a commercial banker for almost 20 years with experience in underwriting, commercial lending, credit policy, and problem loan resolution, giving me a real sense of what industry needs from commercial underwriters and loan officers. I have taught the Commercial Banking course at LSU since 2008, giving me a real sense of how to teach the material and be an educator in addition to being a trainer. Let me put this experience to work for you and your institution – I promise to return you or your employee with a deeper understanding of what commercial banks need from their underwriters and lenders, and with the soft skills needed to be more productive.
For more information, contact Brian Andrews, CAEP program manager.
