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.  

 

Our training is online but it is not a webinar! We limit attendance and attendees actively participate in the training. Commercial Financial Analysis is an online credit workshop! 

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. 

 

Beyond financial analysis, attendees will also gain valuable insights into underwriting, credit risk analysis, loan structuring, loan documentation, guarantor analysis, portfolio management, loan grading and many other lending areas.  Essentially, Commercial Financial Analysis attendees leave the training far better prepared for their role in generating profitable commercial loans.

 

Special Requirements for Attendance

 

The Commercial Financial Analysis 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)

Upcoming Seminars
 

February 

CFA 2503 2/18 - 2/20  (Registration Closed)

 

March

CFA 2504 3/4 - 3/6
CFA 2505 3/18 - 3/20

 

April - May

CFA 2506 4/1 - 4/3
CFA 2507 4/29 - 5/1

CFA 2508 5/13 - 5/15
CFA 2509 5/20 - 5/22

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.

 

 

 

Want on-site training at your bank? 

All of our training seminars can be conducted exclusively on-site for a commercial bank. The seminars are held at the bank facilities and conducted in-person by our instructor.

 

March

CFA 2504 3/4 - 6

CFA 2505 3/18 - 20

 

April - May

CFA 2506  4/1 - 3

CFA 2507  4/29 - 5/1

CFA 2508  5/13 - 15

CFA 2509  5/20 - 22

 

CFA Training Fee

$675 per Attendee 

Writing Credit

Presentations

 

WCP 2503 4/22

WCP 2504 4/24

 

$275 per Attendee

C & I 

Working Capital Financing

 

WCF 2502  4/23 

 

$275 per Attendee

 

Exclusive

On-Site Training