SBA: Projecting Cash Flow - Best Practices and Evaluation Techniques

Website https://goo.gl/WfGzSJ | Edit Freely

Category corporate finance course, courses in finance, finance manager training program

Deadline: December 13, 2017 | Date: December 13, 2017

Venue/Country: CO, U.S.A

Updated: 2017-11-16 17:56:32 (GMT+9)

Call For Papers - CFP

This financial management course will help attendees recognize the risks of failing to thoroughly vet the information received from a business loan applicant that project future revenues, profits and cash flows.

WHY SHOULD YOU ATTEND

Attendees will learn to track cash through a business operation, dissect the cash cycle of the operation and comply with SBA standards concerning expected cash flow attributes of loan applicants.

AREAS COVERED

• Brief case study of Banco Popular’s outcome when failing to use information on hand to test cash flow projections prepared by a third-party loan originator for several loans to same franchise

• A review discussion about how cash flows through a business and the importance of identifying the ‘cash cycle’ ahead of reviewing the financial projections

• Best practices to break down the applicant’s projection numbers and systematically review them line-by-line to look for flaws or reasoning gaps that can distort results

• Identification of some practical axioms applicable to financial forecasts that will strengthen the context of the numbers for the reviewer

WHO WILL BENEFIT

• Loan Officers

• BDOs

• Relationship Managers

• Credit Analysts

• Loan Underwriters

• Loan Processors

• Chief Credit Officers (CCOs)

• Senior Loan Officers (SLOs)

• Loan committee members and other direct lending staff

LEARNING OBJECTIVES

• Recognize the risks of failing to thoroughly vet the information received from a business loan applicant that project future revenues, profits and cash flows

• Identify the principal components that provide essential information needed to determine the viability of the operating forecasts, which play a vital role in loan decisions

• Track cash through a business operation and dissect the cash cycle of the operation, separate from the flat numbers typically offered by applicants

• Understand the role of financial projections in loan decisions and the environmental factors that can affect the validity of the numbers

For more detail please click on this below link:

https://goo.gl/WfGzSJ

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