Accounting Foundations for Lenders
All disciplines require foundational knowledge. The same is true for lenders of all stripes. If you want to discover the connections between balance sheets, income statements, net worth reconciliations, and cash flow statements, this is the place to start!
After This Webinar You’ll Be Able To:
- Understand how financial statements are constructed
- Grasp how the financial statements are connected
- Comprehend the accounting used for major collateral accounts
- Apply the concepts learned to credit analysis
Understanding accounting fundamentals is essential to sound credit analysis. Accounting is the language employed to communicate financial information. It is the process of identifying and measuring economic events, then classifying, recording, and summarizing the measurements and reporting the information to permit judgments and decisions by the users. Lenders rely on this accountant-prepared information to make such decisions.
The purpose of this course is to enable lenders to judge the quality of the financial statement and to demonstrate how the balance sheet, income statement, and reconciliation of net worth and cash flow statement are developed and connected. The program will be presented from a lender’s perspective and will focus on the issues most relevant to commercial lenders, consumer lenders, and credit analysts.
Who Should Attend?
This informative program will benefit commercial lenders, consumer lenders, branch managers, credit analysts, loan review officers, credit administrators, credit officers, and directors seeking a better understanding of financial statements.
- Rules of debits and credits chart for the balance sheet and income statement accounts
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.
Jeffery W. Johnson, MBA — Bankers Insight Group
Jeffery Johnson has been in financial services more than 40 years. He has been VP and senior lender for a large regional bank and SVP and commercial banking division manager for a community financial institution. Most of his career has been spent in credit administration, lending, business development, loan review, management, and training and development. Over the last 17 years, Johnson has provided training for several banking associations and individual financial institutions nationwide.
Johnson holds a bachelors in accounting from Morehouse College in Atlanta, an MBA in finance from John Carroll University in Cleveland, a Diploma of Graduation from the Prochnow School of Banking at the University of Wisconsin-Madison, and a Graduate Certificate in Bank Management from the First American Management Institute at the University of Pennsylvania’s Wharton School of Business.
- $279 – Live Webinar Access
- $279 – OnDemand Access + Digital Download
- $379 – Both Live & On-Demand Access + Digital Download