Financial Analysis Seminar Bundle

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May. 6 - May 7

8:30 am - 4:30 pm CT

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.

ICBA Members: $890

Non-Members: $1,090

Non-Banker* : $1,290

Printable Registration Form

*Attendance may be subject to ICBA approval.

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

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.