Advanced Financial Statement Analysis
StreamedJun 15, 2021Duration90 minutes
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- Unlimited and shareable access
two business days after live streaming
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Tying the income statement and balance sheet together to determine overall financial strength is within your reach.
This informative webinar will
address that issue and delve into more advanced analytical tools to improve
your analysis of financial statements.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand the relationship between the balance sheet and income
statement, which is required to know the logic behind ratio analysis and to
know how to convert an accrual income statement into a cash basis statement
Use standard ratio analysis to structure short-term loans via net working
Determine the financial impact on cash flow resulting from changing balance
sheet metrics and income statement margins
Utilize the entire balance sheet and income statement to determine true cash
This webinar is designed to address
the needs of credit analysts, commercial/consumer lenders, and anyone tasked
with analyzing financial data. It will expand participants’ understanding of
financial statements and use this as a foundation to explore more advanced
analytical tools to better understand borrowers’ financial performance.
This webinar will begin by examining a commercial and industrial
type financial statement and reviewing detailed credit, ratio, and cash flow
analysis, tying the income statement and balance sheet together to determine
overall financial strength. This information will be used to determine proper
short-term loan structuring by calculating the net working investment, which is
the financing gap created when cash from the operating cycle is not collected
before payments to suppliers of goods and services are due. Also, a financial
impact analysis will be demonstrated to determine the cash flow impact on a
company from changes in balance sheet financial ratios and income statement
margins such as gross profit, operating profit, and net profit margins. Cash
flow analysis using the Uniform Cash Analysis will be reviewed and compared to
the commonly used traditional and EBITDA methodologies.
WHO SHOULD ATTEND?
This in-depth webinar will benefit anyone involved in credit analysis and credit administration, including credit analysts, branch managers, consumer and commercial lenders, loan review personnel, senior loan officers, senior credit officers, CFOs, CEOs, presidents, and COOs.
- Financial statement mapping
Net working investment calculation worksheet
used to structure short-term loans
Formulas to determine financial impact on cash
flow from changes in balance sheet metrics and income statement margins
Modified uniform cash flow analysis form to
determine true cash flow
Employee training log
- Attendance certificate provided to self-report
NOTE: All materials are subject to copyright.
Transmission, retransmission, or republishing of any webinar to other
institutions or those not employed by your financial institution is prohibited.
Print materials may be copied for eligible participants only.
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