Jan 15, 2025 to Jan 16, 2025
Want to learn how to analyze business financial statements and tax returns in a compact, intense, case-based two-day session? Want to move beyond ratio analysis and into the operating, investing and financing cash flows of a business and how they affect loan repayment? This workshop is your answer, whether you are new to lending and financial analysis, or even if you have been away from financial analysis for a while and need a refresher. (Bring your calculator and pencil!)
The Business Financial Statement and Tax Return Analysis (day one) and Business Cash Flow Analysis (day two) is a two-workshop training that may also be completed as stand-alone sessions.
| 8:30 a.m. | Registration & Log In |
| 9:00 a.m. | Program Begins |
| Noon - 1:00 p.m. | One Hour Lunch Break |
| 4:00 p.m. | Program Adjourns |
The schedule will be the same for both workshops. All times are in EST.
January 15, 2025 - Business Financial Statement and Tax Return Analysis
January 16, 2025 - Business Cash Flow Analysis
Richard Hamm has been training bankers for over 30+ years, specializing in all phases of commercial lending and credit, including portfolio & risk management, commercial real estate & appraisals, plus selling & negotiating skills. His training work includes our top industry associations (the ABA & RMA), regional banking schools (Barret School of Banking - Memphis, Graduate School of Banking - Wisconsin, Southwestern Graduate School of Banking - Dallas, & Graduate School of Banking at Colorado), numerous statewide banking & community banking associations, plus individual banks.
On the consulting side, he has been involved in director training, loan policy formation, bank formation (start-ups & acquisitions) and related strategic planning. The RMA Journal has published over 20 articles by Hamm on various lending topics, and he has served for many years on its Editorial Advisory Board.
Who Should Attend?
Credit analysts, portfolio managers, assistant relationship managers, community bankers, small business lenders, commercial lenders, consumer lenders, branch managers that lend to business owners, private bankers, special assets officers, loan review specialists and others involved in business and commercial lending.
The following fees include the program and course materials.
IBA Member
$525 Full 2-Day Workshop Series
$275 Single Day Registration
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates.
VIRTUAL TRAINING
You will receive your manual 2-3 days in advance should you want to print this to have during training. At this time, you will also receive log in instructions if attending virtually. This is a completely LIVE training where you will be able to ask questions directly to the speaker.
If you have any questions please contact Elizabeth DeHaven at 317-387-9380 or via e-mail at edehaven@indiana.bank
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at anytime.