Skip to Content

Loan Documentation 101

October 31, 2017

Join us on Tuesday, October 31, 2017, for an interactive program and discussion on the common loan documentation required for typical (and not so typical) loan transactions. 


  • Term Sheets
  • Due Diligence
  • Promissory Notes, Loan Agreements, Security Agreements, etc.
  • UCC Financing Statements
  • Closings
  • Post-Closing Work

Presented and moderated by Matt Bergman, Chair of Shulman Rogers’ Commercial Finance/Banking Practice.

This program is designed for bankers, loan officers, credit officers, underwriters, portfolio managers, special asset officers, and others involved in the lending industry who want to learn more about or brush up on loan documentation.


Date:         Tuesday, October 31, 2017

Time:         7:30 am –  8:00 am   Registration and continental breakfast

8:00 am –  9:30 am   Program

9:30 am – 10:00 am  Networking

Place:        The Shulman Rogers Conference Center

12505 Park Potomac Avenue, Sixth Floor

Potomac, Maryland 20854

Directions to our office are available here.  

To R.S.V.P. e-mail Derinda Haas at or call 301-230-5200, ext. 5276 by Wednesday, October 25, 2017.

 There is no charge for the program, but reservations are required as seating is limited.