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Credit Fundamentals for the New Credit Analyst

Jul 29 2:00 PM - Jul 29, 2021 3:30 PM
Jul 29, 2021 2:00 PM - 3:30 PM
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This webinar is designed for new credit analysts and credit analysts and/or commercial lenders (including branch managers) with no formal training in accounting and credit analysis.

It will begin by explaining accounting assumptions and the rules of debits and credits used to prepare financial statements and tax returns. Then, the course will review the Balance Sheet, Income Statement, Statement of Retained Earnings, and Statement of Cash Flows by explaining the purposes of all statements and the meaning of common accounts found on them. With the knowledge gained to this point, techniques to spread financial statements will be covered to ensure the results will be reliable and basic credit, ratio, and cash flow analysis will be demonstrated to determine a company’s liquidity, leverage, operating performance, and cash flow generation capability. The focus will be on commercial and industrial type borrowers.

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