Presenter: Richard Hamm, Advantage Consulting and Training
This 90-minute program will be presented live on: March 14, 2023 – 8:30-10:00 a.m. CT
Recording available through: June 14, 2023
This seminar covers common versions of global cash flow (GCF) analysis being used by bankers, with a focus on GCF as part of the underwriting process in most medium- to smaller-sized businesses and self-employed lending situations. We will explore the information and resources needed, plus key issues for extracting data from tax returns. One area of concern is the income listed on page two of Schedule E compared to withdrawals or contributions shown on the related K-1s. A case study is used to illustrate key points.
Topics to be covered include:
Target Audience: Branch managers, consumer lenders, mortgage bankers, private bankers, small business lenders, commercial lenders, credit analysts, loan review specialists, special assets officers, lending managers and credit officers