Financial Analysis Seminar Bundle

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Financial Analysis Seminar Bundle

May 6 - May 7, 2025 | 8:30 am - 4:30 pm CT | Livestream Seminar

Save $100 when you register for the bundled Financial Statement Analysis and Cash Flow Analysis Seminars.

The Financial Statement Analysis Seminar provides the foundation for understanding the Cash Flow Analysis Seminar, offering a thorough approach to evaluating a borrower's financial health. Participants learn to analyze financial statements, understand accountant roles, and calculate key ratios, all crucial for credit decision-making. By examining real-life scenarios, community bankers can improve loan decisions and impact their bank's bottom line.

Building on this foundation, the Cash Flow Analysis Seminar focuses on the importance of cash in loan repayment. It covers how to construct cash flow statements and their role in credit analysis, providing tools to assess a business's ability to repay loans. This seminar enhances familiarity with cash flow analysis tools, boosting confidence in evaluating a business’s financial viability. Together, both seminars equip bankers with the knowledge and skills to make more informed, effective lending decisions.

Learning Objectives

Financial Statement Analysis Seminar

  • Review accounting principles and financial statement construction.

  • Discuss necessary reclassification of income on financial statements.

  • Become familiar with the Financial Analysis Process.

  • Review key financial ratios used to assess borrower performance.

Cash Flow Analysis Seminar

  • Understanding the business of the business.

  • Types of cash flow analysis.

  • Cash flow mechanics.

  • Cash flow analysis.

Register
Register
Date
Information (Central Time unless otherwise noted)
Tuesday, May 6
Financial Statement Analysis Seminar

8:30 a.m. - 12:00 p.m.

  • Key Credit Risk Concepts

  • Commercial Credit Risk

  • Risk Assessment – Quantitative to Qualitative

  • Credit Risk Focus

  • PFS Analysis

  • Tax Return Analysis

  • Personal Cash Flow

Lunch

12:00 p.m. - 12:30 p.m.

12:30 p.m. - 4:30 p.m.

  • Accounting Principles

  • Financial Statements

  • Balance Sheet Analysis

  • Income Statement Analysis

  • Ratios

  • Sensitivity Analysis

  • Risk Assessment Focus

Wednesday, May 7
Cash Flow Analysis Seminar

8:30 a.m.- 12:00 p.m.

  • Understanding the business of the business

  • Types of cash flow analysis

Lunch

12:00 p.m. – 12:30 p.m.

12:30 p.m. – 4:30 p.m.

  • Cash flow mechanics

  • Cash flow analysis

Pricing

ICBA Members: $890

Non-Members: $1,090

Non-Banker* : $1,290

Printable Registration Form

*Attendance may be subject to ICBA approval.

Attendance & Cancellation Policy

  • Full payment is required prior to event attendance. 
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed. 
  • If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. 
  • If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. 
  • No refunds will be issued once the bank has received event materials or after the event start date. 
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA. 

Continuing Professional Education Credit (CPE) Requirements

To receive full CPE credit for ICBA livestream event you must meet the following requirements: 

  • Enter your full name when joining the event in Zoom. Your Zoom session must display your full name and match the registration. 
  • Attend the livestream session with camera on for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.  
  • Participate in all group activities and breakout rooms.  
  • Answer all poll questions displayed during the session. If you are unable to answer the poll questions within the poll feature, submit your answer in the chat.  

* View CPE Credit Hours in the “Who Should Attend” section.  

This event is not recorded. For more information, call 800-422-7285 or email [email protected]. 

Livestream Seminar

Upon registration you will receive an email from ICBA confirming your registration, the dates of the event and a calendar invitation for the event. Approximately 1-2 weeks prior to the event start date, you will receive an email from an ICBA representative containing detailed information including event times and the meeting link.

Who should attend: Credit analysts, credit review professionals, lenders, branch managers and any staff with loan review duties

Prerequisites: No previous experience or training required.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Live

Continuing Professional Education (CPE) Credit Hours: 16

brad stevens
Brad Stevens

President

Stevens Risk Management LLC

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy

Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.