Let’s Make a Deal: Mock Credit Committee Evaluates a Loan Application


Let’s Make a Deal: Mock Credit Committee Evaluates a Loan Application

Have you ever wondered what happens when a loan application is submitted? What are the things a committee looks at to make them decide to approve, or alter the amount that’s given? When working with a business owner, it’s no surprise that at some point they’ll need a loan to start, grow, or transition their business. Join us as a panel of experts lead us through a mock loan approval.

During the meeting, we’ll have our bankers host a Mock Credit Committee where ACME Manufacturing is seeking to borrow $8MM. The audience is the Committee so please read the material provided below and come bearing questions!

Download the ACME Manufacturing Materials


Learning Objectives

  • See how the “old fashioned” 5 C’s of credit have developed into our modern world
  • Get a behind the scenes look into what a credit committee does to evaluate a business and its loan application
  • See a comprehensive approach on how to obtain senior financing from a bank in today’s market

About the Presenter:

Learn from industry expert Greg Carroll, Senior Vice President, First Financial Bank.

Meet the Presenter


Thank you to our sponsors:




This meeting will be held at: Old National Building – 333 E Main St, Louisville, KY 40202


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIKentuckiana.com.

About the Presenter

Greg Carroll

Greg Carroll

Senior Vice President, First Financial Bank

Meet Greg Carroll.

Greg Carroll is a native of Indianapolis, IN and a 1982 graduate of Indiana University in Bloomington where he received his Bachelor of Science degree in Finance.   Greg has spent the majority of his 36 year career in Louisville, KY with the Corporate Banking Group of Citizens Fidelity/PNC working closely with Middle Market companies.   Greg recently joined the Commercial Banking Division of Cincinnati based, First Financial Bank and works with Middle Market companies here in Louisville on corporate loans, capital structures and business strategy.   Greg’s civic involvement includes board roles with the YMCA, Big Brothers/Big Sisters of Kentuckiana, The Kentucky Science Center and Americana Community Center.