Commercial Financial Analysis

A series of (1) day workshop styled training online seminars offering comprehensive training for credit analysts/lenders. Ideal training for preparing new credit analysts & lenders for their responsibilities in today’s lending environment.

Attendees start with the basics of financial statements and complete the training by acquiring advanced credit skills.   Commercial Financial Analysis provides attendees both technical & interpretive analysis skills required in commercial lending.  Additionally, attendees gain an understanding of the requirements for underwriting sound commercial loans.  


Commercial Financial Analysis

Online Training

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. 


Special Requirements for Attendance


The Commercial Financial Analsis series of seminars is conducted as an online workshop however our training is not a webinar!  Accordingly there are specific requirements for all attendees.  Please review the requirements listed below.

CFA Training Fee: $675 per attendee  
Seminars meet from 9:00 am to 5:00 pm  (Central Time)
Session 2023 (1st Quarter) *Registration Ends
CFA 2303 2/21/23 - 2/23/23 2/10/23
CFA 2304 3/7/23 - 3/9/23 2/24/23
CFA 2305 3/21/23 - 3/23/23 3/10/23

*Registration closes earlier if attendance capacity reached.

Special Requirements for Attendance


Approximately 3 days before the training, attendees will receive a binder with approximately 125 pages of handouts used in the training.  Additionally, attendees will be emailed at specific intervals of the training some 15 additional pages of handouts.  Therefore, we recommend that attendees have a printer available thru out the training for the immediate printing of these additional handouts. Or attendees may view the handouts on their monitor.


Due to the use at times of PowerPoint presentations and additional visual material presented in the training, attendees should have a computer with monitor & video cam for attending the training.  (Cell phones are simply not adequate)


Request that attendees verify that their computer video and audio system are working properly prior to the training.  The training will be held in a Zoom meeting. In order to participate in the training, attendees will be required to have their video turned on at all times.   (As with in-person training, we must be able to see and hear each other during the seminars.)


Attendees may not record the video or audio of the training.

Instructor: Jim Shreve

For twenty years, hundreds of lenders and credit analysts have attended seminars conducted by Jim Shreve. He has over 25 years in commercial lending and credit administration experience. He holds a Master’s in Finance and a B.S. in Accounting. His workshop styled approach to training is well known for providing a rewarding experience for all attendees regardless of their prior experience in credit analysis and lending.

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



WCP 2301   3/28


WCP 2302   3/30


WCP Training Fee

$275 per Attendee