Advanced Credit Analysis Summit

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About the Summit

Designed for a more experienced audience, this two day program covers financial statement analysis concepts and SFAS 95 cash flow analysis in more depth, applying UCA cash flow analysis to specific types of loans. Case studies are used extensively to cover underwriting issues, policy guidelines, working capital needs, business risks, collateral valuation, borrowing base financing, and other issues as they pertain to commercial credits.

Agenda

Days 1 & 2
  • Current Trends in Banking
  • Peer Group Discussion—Issues and Problems
  • Designed for peer group discussion regarding financial
  • analytical issues, questions or comments
  • Overview of Financial Statement Analysis
  • Software Applications
Case Studies—General Commercial Financing
  • Underwriting issues
  • Policy Guidelines
  • Competition—How it affects judgment
  • Permanent working capital vs. short-term working
  • capital
  • Business risks
  • Industry ranking
  • Collateral valuation
  • Analysis of rapidly growing company
  • Borrowing base financing
  • Historic financial review
  • Guarantor analysis
  • Development of corrective recommendations
Interim Construction Financing
  • Assess underwriting quality
  • Controlling credit risks
  • Credit administration issues
  • Collateral valuation
  • Secondary repayment sources
  • Financial Review
  • Development of corrective recommendations
Special Financing
  • Industry risk
  • Percentage of completion vs. completed contract
  • billings
  • Understanding profitability of unique industries
  • Leverage and liquidity review of specialized industries
  • What went wrong

Who Should Attend? 

This summit will benefit real estate lenders and others involved with lending on real estate, loan review personnel, credit administration, accountants, other consultants, and regulators.

Hotel Accommodations

Attendees may call the Sheraton at 888.627-8191 and ask for the IBAT Education Foundation—Advanced Credit Analysis Summit rate of $135 single occupancy. Reservations should be made by Friday, March 30, 2012.

Continuing Education

This seminar will provide twelve (12) hours of Continuing Education Credits (CEU’s).

Advanced Credit Analysis

Advanced Credit Analysis Summit Brochure

Place: Dallas, TX

Sheraton Hotel
400 North Olive Street
Dallas, TX 75201

Date: April 19-20, 2012

Thank you to our sponsors:

GOLD

Accusource

csc

Talaris

BRONZE

Condley and Company, L.L.P.

Deluxe Financial Services

Place: 
Dallas
Date: 
Apr 19 2012 - Apr 20 2012