WR Seminar: Analyzing Business Financial Statements

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

Class Location:
CIB Conference Center, 4685 MacArthur Court, 3rd Floor, Newport Beach 92660

Hotel Information:
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 gocib@cib.org for a list of hotels within walking distance to the meeting location.

Nonmembers: $375

Prerequisites: No previous experience and training is necessary.

7.5 CPE Credits

Program Level: Basic-Intermediate