Commercial Financial Analysis: Intro to Financial Analysis

We are currently planning for an in-person program at the LBA office. Click here for LBA's Operating Safely Policy

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Registration is per day. It is not required that you attend all 3 days of the training. 

Day 2: Tools of Financial Analysis
Day 3: Advanced Financial Analysis


Member Fee:  $265
Non-Member Fee:  $465


Seminar Topics:
• The Financial Analysis Process: The Steps in Performing a Credit Analysis
• Sources of Information for Performing a Credit Analysis
• Basic Structure of the Income Statement and Balance Sheet
• Understanding the Key Accounting & Financial Terms found in Financial Statements
• Identifying the Key Factors Affecting Revenue, Costs and Income
• Estimating Liquidity, Capacity and Leverage
• Reconciling Net Worth
• Identifying Contingent Liabilities
• Recognizing the Differences between Cash Basis and Accrual Accounting
• Evaluating Compiled, Reviewed and Audited Financial Statements
• Determining Net Operating Income and Debt Service Coverage for a CRE Property



New Credit Analysts/Lenders who lack confidence in reviewing financial statements and performing an analysis. Small business lenders inexperienced in reviewing financial statements & analyzing loan requests.


 Jim Shreve has conducted seminars for more than 450 banks over the past 10 years. He has over 25 years in secured commercial lending and credit administration including 10 years of extensive loan work-out experience with a major Texas based regional bank during the tumultuous 1980s. He holds a Masters in Finance and a B.S. in Accounting.

When
6/7/2022 8:30 AM - 4:30 PM
Where
LBA/The Bankers Center 5555 Bankers Avenue Baton Rouge, LA 70808 UNITED STATES
 

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