Webinar

Analyzing Business Strength & Performance
Two-session, four-hour webinar

This two-session, four-hour webinar has been developed in response to requests for a convenient, in-depth financial statement analysis training experience. 

A further objective is to prepare bankers planning to attend a banking school with background (or prerequisite) training.

Highlights

  • The proper Role, Purpose and Focus of financial statement analysis in loan risk determination and mitigation
  • Key financial concepts related to risk determination and loan decision making:
    • Financial structure
    • Operating cycle
    • Trend analysis
    • Financial leverage
    • “True” cash flows
  • The four key tools of financial statement analysis:
    • Spreading
    • Common sizing
    • Use of industry averages
    • Ratio analysis of liquidity, leverage, profitability, over-trading and debt service ability
  • Case studies of the four key tools will teach participants how to “crunch the numbers” and interpret the meaning of the data

Audience

Experienced lenders who need a refresher, lenders beginning to focus on commercial lending, loan review personnel, credit analysts, or any banker looking to significantly develop his/her commercial credit skills.

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

Institute of Certified Bankers: Visit aba.com/icb/membercereview for instructions regarding self-reporting. Estimated credits: 2 hours CLBB/CPB per session

Pricing

Live Webinar: (both sessions)

Member price: $500.00 | Non member price $1,000.00

On-Demand Webinar (both sessions)

Member price: $530.00 | Non member price $1,060.00

Registration

Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

PLEASE NOTE: Adjust the pricing on the form to reflect this special two-session webinar: Members: $500; Nonmembers: $1,000.

ConferenceEdge
4434 W. 29th St., Denver, CO  80212

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

Commands