Craig Nelson has over 33 years of banking experience and most recently served as Chief Credit Officer and Executive Vice President. He will provide an overview of Revised Article 9 of the Uniform Commercial Code, focusing on how to properly attach and perfect common forms of personal property collateral. The course will cover key topics like types of personal property covered, preparing financing statements, and filing statements in the proper location. Attendees will include credit officers, loan officers, analysts, and others who can benefit from understanding how to properly perfect security interests under Revised Article 9.

1. UCC Uniform Commercial Code
www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com

2. Instructor Profile:
Craig Nelson has over 33 years of bank experience with progressively growing
responsibilities and expertise and leadership. He began his career in banking with
Wells Fargo (formerly named Northwestern Bank Corporation a/k/a Norwest) serving
as a staff auditor in 1980. After 33 years of banking Craig was most recently serving
banks in the role of Chief Credit Officer and Executive Vice President and/or division
head of credit administration.
The majority of Craig's banking career has been dedicated to establishing,
maintaining, leading and directing credit administration/operations and credit risk
functions including credit underwriting and approval, special assets/workout
management, credit review and senior lender/chief credit officer responsibilities.
www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com

3. Description:
This course will provide an overview of Revised Article 9 and will focus on the
most relevant factors bankers and administrators need to know in order to "Attach" &
"Perfect" the most common forms of personal property. The course will focus less on
theory and more on the practical application of the rules under Revised Article 9
including: Types of personal property covered by Revised Article 9 and their legal
definitions; Preparing all UCC Financing Statements Forms properly to insure
perfection; Utilizing the proper collateral descriptions on Security Agreements and
Financing Statements; Filing the Financing Statements in the proper location and
other areas of concern.
www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com

4. Why Should you Attend?
Many loans extended by commercial banks are secured by personal property
which is governed by Revised Article 9 of the Uniform Commercial Code. It is
important for Commercial Lenders, Consumer Lenders and Loan Administrators to
understand the principles of Revised Article 9 under the Uniform Commercial Code as
it relates to collateral attachment and perfection.
www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com

5. Objectives of the Presentation:
The objectives of the presentation are to learn about varied topics including:
New Changes to Go Into Effect 7/1/2013
– Review of the new UCC Forms
– Completing the Financing Statements
– Filing the Financing Statement
• Solicitation, Application
• Investigation, Evaluation
• Decision, Documentation, Administration, Collection
• The Loan Documentation Process, Collateral Definitions
• Types of Collateral Governed by the UCC, Attachment and Perfection Rules
• Collateral Descriptions on Security Agreements & UCC Financing Statements
• Completing the Financing Statements, 2010 Amendments to the UCC
• Financing Statements, How to complete and File
• Review of UCC Forms, Indiana Administrative Rules
• 2010 Amendments to the UCC, Financing Statements
• How to complete and File, Review of UCC Forms
• Indiana Administrative Rules & Uniform Law Commission
www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com

6. Who can Benefit?
• Credit Officers/Risk Managers Senior Loan Officers
• Commercial & Consumer Loan Officers Commercial Branch Officers
• Credit Analysts Auditors
• Loan Review Officers Accounting Personnel Directors
www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com

7. Live Session - How it
works?
 Username and Password will be sent to
you 24 hours prior to the webinar
 Presentation handouts in pdf format
will be mailed to you
 Login to the session using the username
and password provided to you
 Get answer to your queries through
interactive Q&A sessions via chat
 Get certification of attendance.
Recorded Session - How it
works?
 A link will be provided to you upon
purchase of the recorded session
 Please click on the link to access the
session
 Presentation handouts in pdf format
will be mailed to you
 Get certification of attendance.
www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com

8. Get Connected With Us:
www.onlinecompliancepanel.com
www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com