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Lending & Credit Risk Credit Analysis Training Credit Risk Management

Credit presentations: Developing a high-quality credit memo

Tuesday, March 18, 2025
2:00 PM ET / 1:00 PM CT

Documenting credit decisions and their rationale is a cornerstone of effective credit risk management, especially in today’s fluctuating interest rate environment. High-quality credit memos not only enhance transparency but also support sound decision-making by addressing the needs of all stakeholders involved. As rates shift, consistent and well-documented memos become even more critical for navigating portfolio risks and opportunities.

You will learn: 

  • Ways to ensure consistent documentation across the entire credit process
  • How to develop a clear, concise, relevant, and well-organized credit presentation
  • What a changing rate environment means for your current process

Meet Your Presenter

Kent Kirby

Director, Advisory Services
Kent Kirby is a retired banker with 40 years of experience in all aspects of commercial banking: lending, loan review, back-room operations, portfolio management, portfolio analytics and credit policy. As Director, Kirby assists institutions in the creation, review and/or enhancement of current credit policies, risk rating systems and loan review

Full Bio