WEBINAR

Analyzing the Balance Sheet and Income Statement Webinar

CFT Credits: 0.00

The principal goal of this course is to enable you to analyze the balance sheet and income statement.

Webinar Description and Intended Audience

The principal goal of this course is to enable you to analyze the balance sheet and income statement.

Covered Topics

  • Explain the history and purpose the balance sheet and income statement.
  • Demonstrate how common sizing the accounts can be used to help analyze both the balance sheet and income statement.
  • Perform horizontal and vertical analysis on both the balance sheet and income statement.
  • Define the difference between assets, liabilities and owner’s equity.
  • Identify both current and non-current assets and liabilities.
  • Identify questions to ask management about selected balance sheet accounts.
  • Explain the difference between Lifo and Fifo
  • Explain the different depreciation methods used with fixed assets.
  • Provide definitions for selected balance sheet accounts such as:
  1. Leases
  2. Intangibles
  3. Deferred Taxes
  4. Treasury Stock
  5. Additional paid in capital
  6. Retained Earnings
  7. Goodwill
  8. Other comprehensive income
  • Examine the balance sheet for liquidity and leverage
  • Define the balance sheet and income statement accounts that would be considered primary and secondary sources of repayment on a loan.
  • Explain how income serves as one of the principal components of cash available for debt repayment and maintaining company viability.
  • Develop questions to ask management about revenues and expenses.
  • Explain how cost of goods sold can differ in a manufacturer versus a retailer or wholesaler
  • Explain the difference between gross profit, operating profit and net profit
  • Identify typical operating expenses.
  • Define a fixed versus a variable expense.
  • Explain other income and expenses.
  • Define extraordinary items.
  • Explain how the notes to the financial statements are used to further explain information on the balance sheet and income statement.

Who Should Attend?

Commercial lenders, credit analysts, small business lenders, middle market lenders, private bankers; loan review specialists, special assets officers, lending managers and credit officers.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

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