Analyzing Financial Statements and Uncovering the Key Trends and Hidden Messages Within Them

Instructor: Toby Lawrence
Product ID: 704269
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section
Last Recorded Date: Nov-2015

Training CD / USB Drive

One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-362-2367


Read Frequently Asked Questions

This training program will guide those who need to have a basic understanding of financial statements and want to learn how to identify trends or know how to spot red flags. Apart from human resources, marketing, production, or any other non-finance related roles, the course will also benefit relatively new loan officers or credit analysts with a bank or credit union.

Why Should You Attend:

This webinar is designed for anyone who sits on the board of directors and senior management team of a company but has minimal experience or training on accounting or finance matters.

It is also ideal for loan officers or credit analysts at banks or credit unions who must evaluate the financial statements of borrowers to determine if they should be approved for loan request or maybe experiencing financial difficulties and therefore, the loan officer / credit analyst should recommend that the bank / credit union take appropriate corrective action to prevent the bank / credit union from incurring a loss.

Areas Covered in the Webinar:

  • The different types of financial statements and what their intended purpose is.
  • How to identify key operating trends and prepare financial ratios on a company’s financial statements.
  • The importance of reading the footnotes that accompany financial statements and provide an understanding of how these footnotes often hide important messages.
  • Understand how the use of different accounting principles can influence the results reported by a company.
  • How to convert a company’s reported net earnings or loss to cash flows to determine if a company is able to repay its debt obligations and or is generating positive or negative cash flows from the business.
  • How loan officers evaluate a company’s financial statements when determining whether to approve a loan request.
  • The different types of reports issued by CPAs and the level of reliance you can place on each.
  • How to use graphs and peer group data to enhance your understanding of a company’s financial performance.

Who Will Benefit:

  • Directors and board members
  • Attorneys involved in financial litigation
  • Insurance claims adjusters
  • Internal auditors
  • External auditors
  • Government (state and local) financial investigators
  • Lending officers
  • Financial institution compliance personnel
  • Credit and collection department personnel
  • Merger and acquisition personnel
  • Investors and their brokers, money managers, etc.

Instructor Profile:

Toby Lawrence is the president of Lawrence Advisory Services, a consulting firm that specializes in providing various valued added consulting services to banks and credit unions. Mr. Lawrence has almost 30 years of experience working in or serving financial institutions including serving as the president and CEO of a community bank and as a partner in two separate national CPA and consulting firms, McGladrey and CliftonLarsonAllen.

He has worked with hundreds of institutions in his career, ranging in size from $50 million to over $16 billion in total assets. He also served as a consultant to the Federal Deposit Insurance Corporation and the Federal Housing Finance Authority that oversees Fannie Mae, Freddie Mac, and the Federal Home Loan Bank system.

Follow us :
Critical Vendor Risk Management
ACH Risk Management

Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email call +1-888-717-2436 (Toll Free).

Product Reviews

This product hasn't received any reviews yet. Be the first to review this product! Write review

Best Sellers
You Recently Viewed