Organization Name / Organize By
Training Doyens
Organizing/Related Departments
Training Doyens
Organization Type
Organization/Company
WebinarCategory
Both (Technical & Non Technical)
WebinarLevel
All (State/Province/Region, National & International)
Related Industries
Education/Teaching/Training/Development
Business Development
Finance
Accounting/Financial/Banking/Insurance
Location
Denver, Colorado, United States
OVERVIEW
This financial management course will help attendees recognize the risks of failing to thoroughly vet the information received from a business loan applicant that project future revenues, profits and cash flows.
WHY SHOULD YOU ATTEND
Attendees will learn to track cash through a business operation, dissect the cash cycle of the operation and comply with SBA standards concerning expected cash flow attributes of loan applicants.
AREAS COVERED
- Brief case study of Banco Popular’s outcome when failing to use information on hand to test cash flow projections prepared by a third-party loan originator for several loans to same franchise
- A review discussion about how cash flows through a business and the importance of identifying the ‘cash cycle’ ahead of reviewing the financial projections
- Best practices to break down the applicant’s projection numbers and systematically review them line-by-line to look for flaws or reasoning gaps that can distort results
- Identification of some practical axioms applicable to financial forecasts that will strengthen the context of the numbers for the reviewer
WHO WILL BENEFIT
- Loan Officers
- BDOs
- Relationship Managers
- Credit Analysts
- Loan Underwriters
- Loan Processors
- Chief Credit Officers (CCOs)
- Senior Loan Officers (SLOs)
- Loan committee members and other direct lending staff
LEARNING OBJECTIVES
- Recognize the risks of failing to thoroughly vet the information received from a business loan applicant that project future revenues, profits and cash flows
- Identify the principal components that provide essential information needed to determine the viability of the operating forecasts, which play a vital role in loan decisions
- Track cash through a business operation and dissect the cash cycle of the operation, separate from the flat numbers typically offered by applicants
- Understand the role of financial projections in loan decisions and the environmental factors that can affect the validity of the numbers
Email: [email protected]
Toll Free: +1-888-300-8494
Tel: +1-720-996-1616
Fax: +1-888-909-1882
Others Details
This financial management course will help to track cash through a business operation, dissect the cash cycle of the operation and comply with SBA standards.
Registration Fees
Available
Registration Fees Details
Live Session
for one participant
$199
Corporate Live Session
Group – Max 10 Participants from one location.
$549
Recorded Session
Get unlimited access to audio recording of the webinar for 6 months.
$219
Training CD
MP3 files, PDF presentation and reference manual will be delivered on a CD
$399
Super Combo Offer 1
Live and Recorded webinar
$329
Super Combo Offer 2
Live and Training CD
$479
Registration Ways
Email
Phone
Website
Other