Accounting Basics/Refresher for Financial Professionals

Date:

Sep 29, 2025

Register

This webinar will provide attendees the “basics/refresher” of accounting. The training session will demonstrate how the income statement, statement of owner’s equity, balance sheet, and statement of cash flows are developed and connect to each other.

Agenda

September 29, 2025
2:30pm - 4:00pm EST

The session will also cover the “ten step” accounting cycle leading up to the creation of the financial statements.

This will include the rules of debits and credits, accrual versus cash basis accounting, adjusting entries, accounting for inventory and receivables, long-term liabilities and depreciation, proper analysis of the notes to the financial statements, types of financial statements, and the CPA opinion.

The webinar will include several “hands-on” examples to reinforce the accounting concepts.

Topics

What You'll Learn

  • The four financial statements: income statement, statement of owner’s equity, balance sheet, and statement of cash flows
  • The ten step accounting cycle (business transactions to the post-closing trial balance)
  • Rules of debits and credits
  • Accrual versus cash basis accounting
  • Adjusting entries
  • Accounting for inventory and receivables
  • Long-term liabilities and depreciation
  • Analysis of the notes to the financial statements
  • Types of financial statements and the CPA opinion
  • Examples to reinforce accounting concepts
Speaker(s)

David L. Osburn
Osburn & Associates, LLC

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.

His extensive professional background of over 30 years encompasses 24 years as a Business Trainer/ Contract CFO and 16 years as a Bank Commercial Lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years teaching Accounting, Economics, Finance, Banking, Marketing, Management, and Business Law.

Additional Information

Topics:

  • Accounting/Reporting
  • Auditing
  • Commercial/Business Lending
  • Lending
  • Lending Compliance
  • Management/Employee Development

Who Should Attend?

This session is ideal for commercial lenders, credit analysts, branch managers, private bankers, and business development officers.

Field of Study:Accounting

Skill level:Basic

Prerequisites:None

Advanced Preparation:None

Fees

Live Webinar - $299.00

  • Live Access
  • 30 Days OnDemand Playback
  • Presenter Materials and Handouts

Available Upgrades

  • 12 Months OnDemand Playback - $120.00
  • 12 Months OnDemand Playback + Digital Download - $150.00
  • Additional Live Access - $125.00 per person

**100% surcharge applied to non-members.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank