Financial Statement Analysis

This seminar has been rescheduled from March 11 to October 29. This is an in-person class to be held at the LBA Office. Click here for LBA's Operating Safely Policy.

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

This seminar deals with the basic principles of financial statement analysis. It encourages active participation in the analysis of business activity as revealed in the balance sheet, income statement, and funds flow statement of a business. Participants will eventually be able to recognize and have a general feel and understanding of the basic condition of a business. Case studies will be presented that involve full participation. However, continued exposure and experience is certainly the key to reaching a comfort level and mastering financial statement analysis.

Workshop Topics

  • Generation of Accounting Data 
  • Limitations of Accounting Information 
  • The Balance Sheet 
  • The (Income) Profit and Loss Statement 
  • The Funds Flow Statement 
  • Net Worth and Owners Equity 
  • Ratio Analysis
  • Sources and Uses Statements 
  • Determining Creditworthiness 
  • Audited, Compilation, and Review Statements

Please bring a standard, basic (non-financial) calculator to this seminar.

New Commercial Lenders, Consumer Lenders

David L. Kemp is president of Bankers Management, Inc. formerly The Management Group. Prior to forming BMI, he served as vice president, director of credit services for Canon Financial Institute in Athens, Georgia. His areas of expertise include commercial lending, consumer lending, workouts, and director responsibilities.

Due to commitments we must make to secure a class, we need your help. If you must cancel your registration, please do so at least 3 business days prior to the seminar date to avoid a $125 cancellation fee per day per person. Any registrant who does not cancel will be billed the full registration fee and sent the manual. Substitutions are welcome at no additional charge. 

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10/29/2021 9:00 AM - 4:00 PM
LBA/The Bankers Center 5555 Bankers Avenue Baton Rouge, LA 70808 UNITED STATES

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