06/17/2014 - 06/17/2014
Newport Beach, CA
Program Time: 8:30 a.m. - 4:30 p.m.
This seminar emphasizes a practical approach to correctly analyze or "interpret" financial statements. The session will begin with a brief review of the four basic financial statements- Income Statement, Statement of Retained Earnings, Balance Sheet, and Statement of Cash Flows. Additionally, the "types" or quality of financial statements will be covered including company-prepared, compiled, reviewed, and audited. The notes to the financial statements will also be highlighted.
The participant will then be introduced to a "five-part" financial statement analysis model covering Liquidity, Activity, Leverage, Operating Performance, and Cash Flow.
Additionally, a brief overview of both the Z-score (bankruptcy predictor) and sustainable growth models will be provided.
A case study will be presented to illustrate the main concepts associated with financial statement analysis and will clarify this often challenging subject.
About the Instructor:
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.
Who should attend:
Commercial lenders and relationship managers, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers
CIB Conference Center, 4685 MacArthur Court, 3rd Floor, Newport Beach 92660
CIB has not secured a room block for this program. Should your travel plans require a room, please contact CIB directly at (800) 627-6613 or email@example.com for a list of hotels within walking distance to the meeting location.
Prerequisites: No previous experience and training is necessary.
7.5 CPE Credits
Program Level: Basic-Intermediate