Profitably Lending to Non-Profits: The Nuts and Bolts of Creating and Maintaining a Successful Banking Relationship With Non-Profit Organizations

DATE: Thursday, November 12, 2015

TIME: 4:00 PM - 5:00 PM

VENUE: The Union League, 140 S. Broad Street, Philadelphia, PA

ORGANIZER: Anderson Kill


The U.S. non-profit sector serves a broad spectrum of public interests, including educational, scientific, health care, religious, poverty relief, youth development, and many others.  Non-profits provide jobs and contribute to the leadership of our communities.  While non-profits service many critical needs in their communities, they often cannot meet the demand for their services and need access to liquidity to sustain long-term growth.  Lending to non-profits presents unique challenges to banks.  Our presenters will address strategies for building a successful lending relationship with a non-profit.  The seminar will address issues in loan underwriting, due diligence, relationship management, as well as working with troubled non-profits.

Who should attend:

  • Lenders and relationship managers
  • Credit officers
  • Workout officers
  • Managers and board members of non-profit organizations
  • Accountants
  • In-house counsel to non-profit organizations
  • Consultants


REGISTRATION:  3:30 pm - 4:00 pm

SEMINAR:  4:00 pm - 5:00 pm

NETWORKING COCKTAIL RECEPTION:  5:00 pm - 6:30 pm

COST:  Complimentary with RSVP

CLE APPROVED:


NY CLE: 1.0 credit

PA CLE: 1.0 credit

NJ CLE: 1.2 credits presumptively approved

SPEAKERS:

Frank G. Murphy, Shareholder
Anderson Kill
Moderator

Inez M. Markovich, Shareholder
Anderson Kill

Jeffrey Cooper
Chief Operating/Financial Officer
ORT America

Stefanie Cutillo
Principal Consultant
Infosys
 

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