Credit Analysis Basics: The ABCs of Bank Lending

David Osburn

Osburn & Associates, LLC

Monday, April 05, 2021 | 12:00 PM EST

  • CPA
  • CMA
  • CPA(Canada)

Credits: 2 CPE

$20

Subject Area

Finance

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Course Description

As a professional in the industry, all understand the importance of credit and credit analysis. But how does the bank make lending decision? What are the basis of such decision? How does one manage to get the better of the credit analysis?

Having thorough understanding of these subjects provides a notch up to your clients in getting their business more organized with taking informed decisions. This is one of very important topics that can bring significant amount of business as well as growth to your profile.

The webinar covers the following Key Topics:

  • Gain an understanding of how banks make lending decisions based on the five (5) C’s of credit.
  • Learn about the three (3) main areas of lending.
  • Apply the three areas to individual “case studies.”
  • Review the basics of loan structure, loan support, documentation, and loan compliance.

This webinar is developed to provide best value to CPAs, CFO/controllers, financial managers, auditors, financial analysts and practitioners who provide accounting, tax or consulting services to businesses.

Learning Objectives

  • To gain an understanding of how banks make lending decisions based on the five (5) C’s of credit.
  • To explore the three (3) main areas of lending.
  • To apply the three areas to individual “case studies.”
  • To review the basics of loan structure, loan support, documentation, and loan compliance.

Who Should Attend?

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