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Validity : 18th Apr'24 to 28th Apr'24
Basic Cash Flow Analysis
- Defining Cash Flow Analysis
- What is the purpose of the Cash Flow Analysis?
- Understanding the Cash Flow Analysis process
- What does it mean by negative and Positive Cash Flow?
- Effective Cash Flow Analysis
- Why is it imperative to examine your borrower’s cash flow?
- Why is Cash Flow Analysis important to a lender and a borrower?
- How does Cash Flow Analysis measure the money coming in and money going out of a business?
- How to identify problems in your borrower’s business
Overview of the webinar
Many businesses are experiencing cash flow problems due to not having a cash flow management system in place for the operation of the business. When reviewing your client's cash flow analysis, you are able to determine what is the key component that is causing any issues or declines of money in or money out in the business.
Who should attend?
- Loan Officers
- Loan review Officers
- Junior Lenders
- Entry Level Lender
- Credit Administration Support Staff
- Credit Risk Managers
- Commercial lenders
- Credit Analysts
- Credit Managers
- Loan review officers
- Work-out officers
- Credit Risk Managers
- Branch Manager
- Banking Manager
Why should you attend?
First, in this session, you will gain knowledge on how to completely understand the fundamental of cash flow analysis. In addition, you will be trained on how to be able to examine every component of the borrower’s business operation that affects cash flow, including accounts payable, accounts receivable, inventory and credit.
Second, this session will illustrate to you how to have a clear perspective of the recordkeeping of all of the borrower company's revenue and expenses.
Third, this session will show you how to undercover any early signs of potential or Prometric issues to be identified concerning the funding needed for your borrower’s business.
Faculty - Ms.Carolyn Riggins
Carolyn Riggins - Founder/Owners at CDR Consulting Services, Business and Management Consultant, Trainer, Speaker, Coach, Author. She has more than 35 years of encounter in the financial industry with First Florida Bank, Barnett Bank, Mercantile Bank and TD Bank. At TD Bank, Ms. Riggins was driving and growing her client’s base relationship by $71 million through indispensable commerce development, training her employees in customer service and repeatedly coaching on sales. Ms. Riggins represented in multiple capacity levels of management roles regarding the several banks in her career path. Under her leadership she was qualified to vocation as an Assistant Vice President Store Manager, Vice President Hub Manager and Vice President Retail Area Manager.
In these various leadership positions, Ms. Riggins was successful with managing lower-level employees to mid-level managers by leading, develop and training to achieve sales revenue growth, deposit growth, customer growth, lending growth and focusing on compliance. In addition, component of her portfolio was lending for businesses starting with initial interviewing process, reviewing financial documents, and closing loans.
As a consultant, she specializes and supply financial management expertise services equipping management through problematic issues. She works with many owners and leadership of companies to become aware of daily protocols to avoid any financial or management gaps. Also, she provides training on compliance matters and identifying financial gaps for startup companies up to $5 million companies in revenue sales. In addition, Miss Riggins uses her Bachelors of Applied Science degree in Management and Organizational Leadership from St. Petersburg College as well as her Business Consultant training from International Association of Professional Career College to assist numerous companies and non-profit companies to accomplish goals of improvement in all aspects of operating a company. Her final goal for CDR Consulting Services is to continue to prepare, educate and coach management continually by using her expertise daily to change, transform and impact companies to reach their goals.