greater of $300 per participant per day or
fixed daily fee
Overview
This two-day seminar is for anyone who needs to immediately master the basics of credit analysis – from financial statement structure and composition through ratio analysis to Uniform Cash Flow (UCA) use and application – and the essentials of business development so that he or she can quickly and effectively identify a creditworthy prospect or borrower in the process of developing business opportunities.
Appreciate specific personal qualities necessary for business success and understand the importance of competitive advantage to sustainable success in running a business;
Examine and master a systematic approach to business development;
Explore the role of emotion in decision motivation, and apply the most effective means of interacting with others;
Examine the composition of financial statements and differences in business organizations and quickly calculate and interpret key performance ratios;
Appreciate the critical importance of questions for discovery;
Apply and use a quick cash flow statement - a close approximation to the Uniform Credit Analysis (UCA) cash flow statement - in assessing performance;
Identify non-financial red flags and assess their relevance; and
Appreciate the importance in asking quality questions and understanding the cast of characters and their role in the decision-making process.
Seminar
Materials
Shockproof! 6 Essentials for Business Success in Good and Bad Times
Credit Refresher on Distributions and Withdrawals
Credit Refresher on Information Overload
Credit Refresher on Information Oversight
On-Course A Matter of Inches
On-Course Building the SolutionMap
On-Course Buying…Emotional or Intellectual?
On-Course Got Milk?
On-Course The Problem’s not Enough!
On-Course Stay Focused on the Problem
On-Course Stuck in the Middle
On-Course The Critical Path
On-Course The Value Proposition
On-Course To Be…or Not to Be…
Financial Statements for Sweet Feet
Financial Statements for Fresno Properties, LLC
Financial Statements for Concord Printing, Inc.
Preliminary Financial Statements for Total Coverage, Inc.
Initial Call on Larry Crevin, CEO of Total Coverage, Inc.
Follow-up Call on Larry Crevin, CEO of Total Coverage, Inc.
Exercises
Solutions
Optional Online Proficiency Exam
Upon
Completion
Participants who closely follow the instructor’s presentation and carefully review the written solutions will be able to:
Understand comments and responses during calls or interviews that imply specific personal qualities necessary to succeed in business as well as identify sources of competitive advantage and the prospects for maintaining those advantages;
Understand the elements and sequence of events in shaping and internalizing a systematic approach to business development;
Understand and fully appreciate the dominate role of emotion in decision motivation and identify its emergence and impact in the course of developing a business relationship;
Understand the composition of financial statements and their likely variance from one business organization to another as well as quickly calculate key financial performance ratios, including adjustments for distributions and withdrawals, and properly interpret their messages about risk;
Understand the vital importance of questions to uncover problems and pain as well as refine the focus and thrust of questions to address the business dynamics surrounding movements in the Cash Drivers in the process of more efficiently identifying critical issues;
Understand the differences between net income plus depreciation and actual cash flow as well as master the construction and use of a quick cash flow estimate, based on a shadow UCA cash flow statement, in assessing company risk and identifying borrowing causes;
Understand relevant non-financial red flags and assess their significance to borrower risk in the process of using hard and soft data analysis to determine next steps for a prospective borrower; and
Properly identify each party in the cast of characters and accurately assess the role or roles they play in the decision making process for a specific company or prospective borrower.
Contact Us for information about scheduling an on-site Seminar.
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