CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

COMMERCIAL AND INDUSTRIAL (C&I) LENDING AND THE CPA

David Osburn

Osburn & Associates, LLC

Tuesday, February 16, 2021 | 12:00 PM EDT

  • CMA
  • CPA (US)

2 Credits

$20

Subject Area

Finance

Webinar Qualifies For

2 CPE credit of Finance for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Commercial and industrial (C&I) lending is mostly used as the working capital of the businesses. The CPAs with the knowledge about them are always in the better positions to negotiate and provide better financing options for their clients. This webinar is going to be an important one for the professionals dealing with clients who are interested in the commercial and industrial financing.

The webinar will have following key topics:

  • Review C&I lending
  • Discuss C&I loan products and their typical structure
  • Explore how banks underwrite C&I loans including accounts receivable, inventory, and equipment financing
  • Evaluate the borrower’s financial statements
  • Review the documentation, collateral, pricing, and management of C&I loans
  • Learn how to negotiate C&I loans in today’s market

The webinar is prepared keeping in mind the requirements of CPAs, CFO/controllers, financial managers, auditors, financial analysts and practitioners who provide accounting, tax or consulting services to businesses.

Learning Objectives

  • To review C&I lending
  • To discuss C&I loan products and their typical structure
  • To explore how banks underwrite C&I loans including accounts receivable, inventory, and equipment financing
  • To evaluate the borrower’s financial statements
  • To review the documentation, collateral, pricing, and management of C&I loans
  • To recognize how to negotiate C&I loans in today’s market

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA