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Commercial And Industrial (C&I) Lending And The CPA

  • CMA
  • CPA (US)

Published: September, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Commercial & Industrial (C&I) Loan Product & Structure
    14 mins
  • Related Products & Structure
    29 mins
  • Underwriting C&I Loans
    42 mins
  • Accounts Receivable & Inventory Assessment and the Borrowing Base Certificate
    53 mins
  • Equipment Issues in Lending (Including Depreciation)
    73 mins
  • Managing the C&I Loan Portfolio
    96 mins

Course Description

Commercial and industrial (C&I) lending is mostly used as the working capital of businesses. The CPAs with the knowledge about them are always in 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 commercial and industrial financing.

Key topics covered in this Finance CPE Webinar:

  • 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 to keep 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 analyze 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.

Recommended For

  • This Online Continuing Professional Education Webinar is recommended for CPAs, CMA, and Other Accounting Professionals who desire to support their clients with commercial and industrial lending guidance.
  • This Online Continuing Education webinar is also recommended for CFO/controllers, financial managers, auditors, financial analysts, and practitioners who provide accounting, tax, or consulting services to businesses.

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)

Presenter

About Presenter

David Osburn

Owner Osburn & Associates, LLC

David is the founder and managing member of Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminars, webinars, keynote speeches, and webinars for various trade groups including CPAs, bankers, attorneys, credit union employees, credit managers, contractors, and business owners. He also provides contract CFO services for financial institutions, medical practitioners, contractors, and real estate developers.


His extensive professional background encompasses over 27 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan workout experience.

In addition, David is an Adjunct Professor for Regis University, an accredited MBA program and the College of Southern Nevada (CSN), a community college. He has taught college courses for over 25 years covering Finance, Accounting, Economics, Marketing, Banking, Business Law, and Management.

He earned an MBA in Finance/Marketing from Utah State University and a BS in Finance from Brigham Young University. He is also a graduate of the University of Oklahoma National Commercial Lending School.

About Company

Osburn & Associates, LLC

www.dlosburn.com/

We are a business training and contract chief financial officer (CFO) firm. Our business training services consists of quality seminar/keynote addresses for CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and business owners. We also provide training via “webinars” which are usually one hour in length and are administered through a live “interactive” PowerPoint presentation. These training sessions often fulfill the requirements for Continuing Professional Education (CPE), Continuing Legal Education (CLE), and Continuing Education Units (CEUs). Our contract CFO services include financial statement analysis, obtaining "actual" bank/non-bank financing, and management consulting for small-to medium-size businesses. Clients include construction companies, medical practitioners, and real estate developers.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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