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164 results of "Banking & Insurance x" and "Insurance x"
Live Webinar

Why EBITDA Doesn’t Spell Cash Flow and What Does

EBITDA is a popular measure of cash flow, but it is not accurate, and bankers and investors who rely on it as a reliable indicator of repayment ability will be deeply disappointed.  The session includes several examples and a case study to illustrate why EBITD ...

Live Webinar

Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding

Issuers of 1099 Forms can adopt best practices and procedures that streamline the year-end process and provide assurance that 1099s are correct, at least so far as vendor names and tax ID numbers (TINs) are concerned. While certain errors in reporting dollar a ...

Live Webinar

Fair Housing Guidance for Condominium, Cooperative, and Homeowner Associations

An association may have the right to approve or reject new residents and establish association policies and procedures, but it may not discriminate because of a protected characteristic while doing so.

Live Webinar

Collections Law

The Fair Debt Collections Practices Act was enacted to protect consumers against overly-aggressive debt collectors. While it does not apply to debts owed by one business to another, the due diligence you must follow is applicable no matter who owes you money. ...

Live Webinar

Commercial Loan Documentation

This webinar will expose participants to five steps in the loan documentation process, which includes: Identifying the Borrower  Identifying and Documenting the Collateral  Evidencing the Debt  Attaching the Collateral Perfecting the Security Interest ...

Live Webinar

Accounts Payables Internal Controls Best Practices in a Paperless Environment

We operate in a paperless environment. Internal controls are more critical in a paperless environment. During COVID-19 companies have deployed employees in remote locations. This “work from anywhere” WFA environment makes internal controls more difficult as ev ...

  • Basic & Intermediate
  • 60 Mins
  • Carl Young
  • Feb 28, 2023
Live Webinar

Financial Projections for Determining Long-Term Cash Flow Repayment Ability

The session will explain the importance of revenues in projecting financial statements and cash flow.  Then the session will show participants how to project the income statement, balance sheet, and cash flow to calculate the loan amount needed to support proj ...

Live Webinar

Writing an Effective Credit Memo

This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are:  To make you a better banker To understand the importance of good written communication To improve ...

Live Webinar

Analyzing Personal Financial Statements

This webinar will allow participants to effectively analyze borrowers’ personal financial statements. 

Live Webinar

Advanced Commercial Banking & Lending: How to Evaluate Financial Performance,Forecast Repayment Ability,Improve Shareholder Value

Banking commercial borrowers require lenders to evaluate both repayment ability, and, in turn, necessitates analyzing both the short-term and long-term potential of borrowers.  Enough positive cash flow to repay creditors and reward owners comes from solid fin ...