Since 2003, over 700 commercial banks from 30 states have sent attendees to our seminars. We provide practical, realistic, and most importantly a small group work-shop approach to training.  Our seminars are online but they are not webinars! Attendees actively participate in the training.

Interactive Training

Workshop Approach

Commercial Financial Analysis 

Online Training

 

Over the past 20 years, several thousand credit analysts & lenders have attended our flagship the Commercial Financial Analysis series of seminars.  For hundreds of commercial banks across the country, this 3-day series of seminars has proven essential for preparing new credit analysts & lenders for their role in generating sound commercial loans. 

In each day of training, attendees review a loan request that would be typical of today’s lending environment.  We begin by reviewing a loan request of a Sole Proprietorship, then continue with an S Corporation and then conclude with a CRE Partnership.  In each case study, attendees generate the borrower/guarantor’s cash flow using federal tax returns, business financial information and personal financial statements.  We review the most likely credit concerns that would face the lender in underwriting these loans. 

 

CFA Online Training Fee: $675 per attendee
Fee provides attendance to all (3) seminars plus training material.

 

Seminars meet from 9:00 am to 5:00 pm    (Central Time)

 

Small Group Interactive Training

 

 

 

 

Writing Credit Presentations

Online Training

 

 

Credit presentations that clearly describe the loan request, ability to repay, loan structure & overall credit risk. 

Training for credit analysts, commercial lenders & loan assistants on writing credit presentations.  Attendees learn how to prepare presentations that clearly describe the loan request, the borrower’s ability to repay the loan, the proposed loan structure and overall credit risk.  

 

Thru out the training, we focus on the credit officer’s perspective Attendees learn how to better anticipate their questions, the reason for the questions and how to verify that the presentation satisfactory answers these questions. 

 

Writing Credit Presentations Fee: $275 per attendee

 

Seminar meets from 9:00 am to 5:00 pm (Central Time)

 

Commercial Financial Analysis

 

2023 1st Quarter

 

CFA 2301  1/24 - 1/26

CFA 2302  1/31 - 2/2

      Sessions closed


CFA 2303  2/21 - 2/23
CFA 2304 
 3/7   - 3/9

CFA 2305  3/21 - 3/23


CFA Training Fee

$675 per Attendee

 

Writing Credit

Presentations

 

WCP 2301   3/28

 

WCP 2302   3/30

 

WCP Training Fee

$275 per Attendee