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Course/Product Description
Title:

Ten Things to Look For When Analyzing Balance Sheets

SKU:WT-1000767
Format: Webinar
Description:

Ten Things to Look For When Analyzing Balance Sheets

The credit analysis process requires that a lender review a wide variety of financial information.  Balance sheets are among the most important types of financial information that potential (and current) borrowers provide to banks, credit unions, and other lenders. 

This program will examine ten important things that every analyst and loan officer should look for when evaluating the information contained in balance sheets.  This program will demonstrate the ways in which lenders can be more successful in the loan process and will identify the most important questions that they need to ask their business borrowers. 

At the end of this program, participants will be able to be more comfortable with knowing what to pay attention to when they analyze the balance sheet of a business.

Covered Topics

  • The Balance Sheet:  What It says (and doesn't say) about a business
  • Current Assets:  What they are and how quickly are they being converted into cash?
  • Long-Term Assets:  How are they being financed?
  • Intangible Assets:  Are they worth anything to a lender?
  • Collateral:  How should I value it?
  • Net Worth:  Is it understated or overstated?

Who Should Attend

  • Credit Analysts
  • Loan Officers
  • Branch Managers
  • Loan Committee Members
  • Other personnel with lending responsibilities

The Presenter

Vincent DiCara is currently the owner of DiCara Training and Consulting LLC which he established in January of 2013. Formerly, he was the co-owner and founder of Development Finance Training and Consulting, Inc. (DFTC) which he established in 2003. Mr. DiCara has been involved in evaluating the credit needs of businesses for thirty years as a business advocate, lender, credit analyst and trainer. Since 1995, Mr. DiCara has developed and conducted a wide variety of training programs for individuals who work in the financial services industry sector. His training clients include organizations in the credit union, banking, economic development, and community development fields. Mr. DiCara's training programs have become known for their ability to foster an informal and participatory environment in which students are empowered to learn.

Mr. DiCara is a graduate of Bowdoin College in Brunswick, Maine and received a Masters Degree in Public Administration from the University of Maine. A native of Boston, Massachusetts, he has been a resident of the State of Maine for the last thirty-eight years.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
Ten Things to Look For When Analyzing Balance SheetsCD/On-Demand$325.00

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