Frequently Asked Questions

 

 

You refer to this training as a workshop, yet the seminars are online?

 

Please don’t confuse this training with a webinar

  • Attendees receive in advance of the seminar a binder with approximately 125 pages of handouts plus a few other pages are provided during the training. 
  • Attendees work various exercises and actively participate in the discussions.  They must have their video and audio on during the training. 
  • Like attending in-person training, we must see and hear each other.

In the training, the instructor works with 2 cameras.  One directly on the instructor and the other on a flip chart that’s used for extemporaneous discussions.  The instructor will also share PowerPoint presentations where appropriate. 

 

How is Commercial Financial Analysis different from other training programs?

 

The topics we cover were chosen by Chief Credit Officers from across the country as the most important areas for training.  For 20 years, we have devoted our full attention to developing a program that fits the expectations of Chief Credit Officers.  It is no surprise that attendees and their managers routinely report to us how superior our training is to other programs.

 

Your organization is new to my bank, how can we verify the quality of your training before attending?

Simple.  Contact us and we will gladly provide references from other financial institutions. 

Better yet for banks new to our training, we won’t invoice your bank until after the training.  And then only if you are satisfied with the training.  We stand behind the quality of our seminars. 

 

I am a new credit analyst with little experience. Will the Commercial Financial Analysis series be too much for me?

For 20 years we have made it our business to prepare credit analysts & lenders for their jobs.  Our goal is to make this training a rewarding experience for all attendees regardless of their previous level of experience.  Hundreds of inexperienced attendees have made a quantum increase in their credit skills by attending our training.   

 

I am a lender with some experience but need to sharpen my credit skills.  How can this training help me?

You will improve your technical skills in working with cash flow and ratios.  You should also gain a much better understanding of how a Chief Credit Officer and/or loan committee looks at credit risk.  You will be exposed to topics such as proper loan structuring, guarantor analysis, how examiners grade loans, signs of a financially distressed borrower, collateral evaluation, and many other very important commercial lending topics.

 

 

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