Agenda

Monday, May 5th, 2025
2:30 pm - 4:00 pm EST

• Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms)
• Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules
• Discuss recent changes in the tax code including how they affect the institution’s “individual” borrowers/guarantors
• Describe how the 1040 tax return can be used to market the institution’s products and services
• Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return
• Analyze business tax returns and prepare cash flows for these entities
• Draw additional information from the business returns including identifying fraudulent tax returns
• Discuss updates in the tax code and proposed legislation and how they apply to businesses

Topics

Topics

• Commercial/Business Lending
• Lending
• Lending Compliance
• Sales

Roles

• Branch Manager
• Commercial Lender
• Consumer Lender/Retail Banker
• Credit Analyst
• Loan Closer
• Loan Operations Manager/Specialist
• Marketing Officer/Business Development
• Private Banker
• Senior Management
• Small Business Lender
• Training Manager
• Trainer

Who Should Attend? 
This session is ideal for commercial lenders, credit analysts, mortgage lenders, consumer lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers.

Speaker(s)

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.

Fees

$299.00 or 1 Token

Available Upgrades

• 12 Months OnDemand Playback $120.00
• 12 Months OnDemand Playback + Digital Download $150.00
• Additional Live Access $95.00 per person

Association Contact

Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380