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Advanced Financial Statement Analysis

Jun 17 2:00 PM - Jun 17, 2021 3:30 PM
Jun 17, 2021 2:00 PM - 3:30 PM
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Tying the income statement and balance sheet together to determine overall financial strength is within your reach. This informative webinar will address that issue and delve into more advanced analytical tools to improve your analysis of financial statements.

Learning Objectives

  • Understand the relationship between the balance sheet and income statement, which is required to know the logic behind ratio analysis and to know how to convert an accrual income statement into a cash basis statement
  • Use standard ratio analysis to structure short-term loans via net working investment analysis
  • Determine the financial impact on cash flow resulting from changing balance sheet metrics and income statement margins
  • Utilize the entire balance sheet and income statement to determine true cash flow

This webinar is designed to address the needs of credit analysts, commercial/consumer lenders, and anyone tasked with analyzing financial data. It will expand participants’ understanding of financial statements and use this as a foundation to explore more advanced analytical tools to better understand borrowers’ financial performance.

This webinar will begin by examining a commercial and industrial type financial statement and reviewing detailed credit, ratio, and cash flow analysis to determine financial strength. This information will be used to introduce short-term loan structuring by calculating the net working investment, which is the financing gap created when cash from the operating cycle is not collected before payments to suppliers of goods and services are due. Also, a financial impact analysis will be demonstrated to determine the cash flow impact on a company from changes in balance sheet financial ratios and income statement margins such as gross profit, operating profit, and net profit margins. Cash flow analysis using the Uniform Cash Analysis will be reviewed and compared to the commonly used traditional and EBITDA methodologies.

Agenda

Speakers

Jeffery W. Johnson, Bankers Insight Group, LLC

Location

Fees

Individual Webinar: $259

Full, 4-part Credit Analyst Series: $933 (save $103)

The series includes:

To purchase the series, please visit the main Credit Analyst Series page.

Live and recorded webinar, handouts, quiz with answer key and training log are included.
Your registration includes unlimited locations (until further notice), making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Live Webinars
  • Lending & Collections