Financial Analysis Toolkit Part 2 - Federal Tax Return Analysis

This tele-web seminar will begin on Wednesday, February 22, 2012 at 11:30 AM to 1:30 PM Pacific Time.

This fast-paced seminar will help both consumer and commercial lenders better understand and use personal and business tax return information to make better, more confident loan decisions. This program will improve your ability to evaluate cash flow and more fully understand the financial strength of an individual or company. The information presented will also help you improve customer service, protect the bank and enhance career development.

Highlights

• The difference between IRS tax return and Generally Accepted Accounting Principles (GAAP)
• The most important questions to ask about tax returns for individuals, corporations and partnerships
• Case study regarding Form 1040 and supporting schedules
• Developing cash flow from a personal tax return
• Evaluating a company's earnings and financial condition using a tax return
• Limitations regarding the use of tax returns
• Easy-to-use forms/worksheets.

Audience

The series is taught at the basic level; however, it is appropriate for new and experienced personnel. Consumer and commercial lenders, credit analysts, loan review and department managers will benefit.

Speaker

Bob Ullom, a nationally recognized banking educator, began his career as a CPA who came to banking in 1970 to establish a credit analysis function. Bob has been president of two start-up banks and led both fast growing institutions to profitable, sound status. Since 1989, Bob has provided relevant, “real world” training in over 35 states for bankers associations and individual banks. He is currently presenting a wide variety of seminars dealing with all areas of lending and credit management, management in a changing banking environment, bank directors and compliance.

Credit Information

2.0 total credits

Pricing

Member price: $250.00 | Non member price $500.00