Commercial Financial Analysis: Intro To Financial Analysis

This program has been changed to a virtual program through Zoom.

Member Fee for Virtual Live Seminar:  $265
Non-Member Fee for Virtual Live Seminar:  $465

Click here for brochure

Speaker: Jim Shreve, FTD Resources

This program is Day 1 of a 3-day school. Day 2 (Commercial Financial Analysis: Tools of Financial Analysis) is on October 28. Day 3 (Commercial Financial Analysis: Advanced Financial Analysis) is on October 29. It is not required that you attend all 3 days of the school. Registration is separate for each day.

In order to make this class an interactive virtual class, the instructor is requesting that attendees do the following:
1. Attendees must view the training on a laptop or computer monitor. Participating via cell phone is not recommended.  
2. Attendees must provide a physical mailing address to receive via FED EX a binder with about 110 pages of handouts in advance of the training. 
3. Attendees must have access to a printer for the immediate printing of material. At specific intervals during the training, they will receive about 30 pages of additional handouts to print at that time.  
4. Attendees should have a webcam to participate and must share their video for the duration of the training.  Since this is a workshop not a webinar, the instructor is requesting webcams/videos be shown so that he can interact with participants and so that he can determine if they are understanding the material (Body language and facial expressions are key to that).

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

10/27/2020 8:30 AM - 4:30 PM
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