Financial Forensics: Illuminating Shareholder Value Drivers 1 Credit
Module 3
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Embark on a transformative journey in the domain of commercial lending with our extensive three-part series. Engage in a dynamic learning experience as we demystify the complexities surrounding the assessment of financial performance, projection of repayment capability, and the enrichment of shareholder value. Dive into the third and final segment of our series, which specifically delves into the crucial aspect of Shareholder Value.
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.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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 – the fastest in the industry.
The speaker offered a very academic approach to Shareholder Value Enhancement with a clear, concise narrative that worth if affected by the classic accounting model in changes in assets and liabilities. I really enjoyed this approach. Thank you.
CM
Great information, although a little dry. A lot of information to try and digest.
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