Webinar Series:
Financial Analysis Toolkit

February 16 & 22, 2012 • 1:30-3:30 pm CT

Speaker: Bob Ullom, RV Ullon & Company
The examiners will start assessing financial institutions under the enhanced authentication expectations in January of 2012.  This webinar reviews the new guidance and what it means to your bank.  

Part 1: Personal Financial Statement Analysis
The foundation of this concise, fast-paced seminar is based on the fact that loans to individuals should not be collateral-based decisions.  Financial strength and ability to repay must be the primary focus of credit underwriting.  However, analysis of personal financial condition is substantially different from financial information provided by business borrowers.  Case study exercises will help participants better use the information provided and the analysis techniques presented.

Part 2: Federal Tax Return Analysis
Tax returns can be a significant source of helpful information once the format, content, and purpose of the many forms and schedules are understood.  This fast-paced seminar will help both consumer and commercial lenders better understand and use personal and business tax return information to make better, more confident loan decisions.  
This program will improve your ability to evaluate cash flow and understand more fully the financial strength of an individual or company.  The information presented also will help you improve customer service, protect the bank, and enhance career development.
 

Registration Fees:

Save $25 (TBA members only)
• Sign up for both live hookup programs for $495
• Sign up for both on-demand programs for $525

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