Commercial Financial Analysis

2020 Schedule

Commercial Financial Analysis is structured for both the inexperienced and experienced credit analyst or lender. Inexperienced attendees have the opportunity to start with the basics of financial statements, progress with obtaining the tools of analysis and complete the training by acquiring advanced credit skills. By attending individual seminars, experienced bankers can sharpen existing skills and obtain more advanced tools of analysis.

Part 1     Introduction to Financial Analysis

Part 2     Tools of Financial Analysis

Part 3     Advance Financial Analysis

 

Instructor: Jim Shreve

Over the past sixteen 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 Masters in Finance and a B.S. in Accounting. His work-shop 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. (See: Instructor Background )
 

Seminar Fee

$250 per attendee per seminar.  ($625 for an attendee to all  (3) seminars.)

 
2020 Schedule  
Houston  
Introduction to Financial Analysis 1/21/20
Tools of Financial Analysis 1/22/20
Advance Financial Analysis 1/23/20
   
Dallas/Fort Worth  
Introduction to Financial Analysis 1/28/20
Tools of Financial Analysis 1/29/20
Advance Financial Analysis 1/30/20
   
Kansas City  
Introduction to Financial Analysis 2/4/20
Tools of Financial Analysis 2/5/20
Advance Financial Analysis 2/6/20
   
Denver  
Introduction to Financial Analysis 2/25/20
Tools of Financial Analysis 2/26/20
Advance Financial Analysis 2/27/20
   
Oklahoma City  
Introduction to Financial Analysis 3/3/20
Tools of Financial Analysis 3/4/20
Advance Financial Analysis 3/5/20

 

Commercial Financial Analysis

 

2020 Seminars

 

HOU    1/21 - 1/23

 

DFW    1/28 - 1/30

 

KC       2/4 - 2/6

 

DEN     2/25 - 2/27

 

OKC     3/3 - 3/5

 

 

 

Writing Credit Presentations

 

DFW    2/19

 

HOU    2/20

 

DEN    3/24

 

KC      3/26