CatalogIt Presents: The Life of a Loan: A Step-by-Step Review of Outgoing Loan Management

Whether you're lending objects to another cultural institution or preparing items from a private collection for display elsewhere, managing an outgoing loan involves a number of important steps. Does your institution have an outgoing loan management process in place? Do you know the best practices and proper steps to take when processing a loan from your institution? Join hosts Jacqueline Cabrera and Dan Rael for a step-by-step review of the best practices in outgoing loan management. They review the internal approval process, loan documentation/loan agreement, fine art insurance, packing and shipping arrangements, courier requirements, loan restrictions, tracking your loans in your database, and the return and processing of your returned loaned items. They also touch on the issues of damages onsite, change of ownership while your loan is on display at the borrower’s institution, loan to third parties, requests for loan extensions, and loans for traveling exhibitions. Hosts: • Jacqueline Cabrera - Principal Registrar at Cabrera Art Management LLC • Dan Rael - Founder, Business Development at CatalogIt This is a recording of a live webinar on October 29th, 2026.