Financial Forensics: Unlocking the Essence of Cash Flow Projection 1 Credit
Module 2
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Oct 21, 04:00 PM
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Embark on a transformative journey into the realm of commercial lending with our comprehensive three-part series. Immerse yourself in a dynamic learning experience where we unravel the intricacies of evaluating financial performance, projecting repayment capability, and enhancing shareholder value. Delve into the second part of our series, which focuses on Financial Projections.
Major topics covered in this CPE Finance course:
Commercial borrowers in the banking sector demand a thorough evaluation, requiring lenders to assess both short-term and long-term potentials. The cornerstone lies in understanding the elements that contribute to positive cash flow—solid financial performance, sustainable operating practices, and a stable financial condition. By projecting a borrower's financial performance, we dissect underlying assumptions and forecast income statements, balance sheets, and cash flow statements. This detailed analysis quantifies future cash flow, essential for debt repayment, dividends, and strategic investments.
Beyond traditional lending practices, our series emphasizes building shareholder value to ensure long-term engagement and commitment from owners. Discover the discounted value of future cash flows and the key drivers influencing them. Explore the role of effective working capital management and strategic capital expenditures in accelerating shareholder value.
A successful banking relationship extends beyond the yearly or seasonal, considering the borrower's financial performance for the long haul. Our series guides participants in evaluating if borrowers possess the financial strength for sustained growth and the ability to increase shareholder value. Join this transformative 3-part series by Dev Strischek that equips participants with the skills to navigate complex financial landscapes and make informed lending decisions.
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A frequent speaker, instructor, advisor and writer on credit risk and commercial banking topics and issues, Dev is principal of Devon Risk Advisory Group and engages in consulting, speaking and training on a wide range of risk, credit, and lending topics. As former SVP and senior credit policy officer at SunTrust Bank, Atlanta, he was responsible for developing, implementing, and administering credit policies for SunTrust's wholesale lines of business--commercial, commercial real estate, corporate investment banking, capital markets, business banking and private wealth management. He also spent three years as managing director and credit approver in SunTrust's Florida commercial lending and corporate investment banking areas, respectively. Prior to SunTrust, Dev was chief credit officer for Barnett Bank's Palm Beach region. Besides stints at other banks in Florida, Kansas City, and Ohio, Dev's experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri, and Florida. A graduate of Ohio State University and the ABA Stonier Graduate School of Banking, he earned his M.B.A. from the University of Hawaii.
Dev serves as an instructor at the Stonier Graduate School of Banking, the Southwestern Graduate School of Banking, and the American Bankers Association's (ABA) Commercial Lending School. His school, conference, and workshop audiences have included participants drawn from the ABA, RMA, OCC, Federal Reserve, FDIC, FFIEC, SBA, the Institute of Management Accountants (IMA) and the AICPA. He worked with RMA to develop, implement, and teach its Critical Thinking course.
Dev has written about credit risk management, financial analysis and related subjects for the ABA's Commercial Insights, the Risk Management Association's RMA Journal, the IMA’s Strategic Finance and other business professional journals. He is the author of Analyzing Construction Contractors and its related RMA workshop. A past national chair of RMA and former Florida Chapter president, Dev serves as a member of the RMA Journal's advisory board. He represented the banking industry as a member of the Financial Accounting Standards Board’s Private Company Council, which reviews and recommends changes to existing and proposed generally accepted accounting principles that make them more cost-effective for privately held companies. Finally, he has consulted on credit risk issues with banks in Morocco, Egypt, and Angola through the US State Department's Financial Service Volunteer Corps (FSVC).
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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