Commercial Financial Analysis

2019 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 ten 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

$225 per attendee per seminar.  ($575 for an attendee to all  (3) seminars.)

2019 Schedule  
Introduction to Financial Analysis 10/22/19
Tools of Financial Analysis 10/23/19
Advance Financial Analysis 10/24/19
Dallas/Fort Worth  
Introduction to Financial Analysis 11/5/19
Tools of Financial Analysis 11/6/19
Advance Financial Analysis 11/7/19
Introduction to Financial Analysis 11/12/19
Tools of Financial Analysis 11/13/19
Advance Financial Analysis 11/14/19


Commercial Financial Analysis


2019 Seminars


DEN  10/22 - 10/24


DFW   11/5 - 11/7


HOU 11/12 - 11/14


Writing Credit Presentations


To be announced