SBA: Projecting Cash Flow - Best Practices and Evaluation Techniques

OVERVIEW
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.
Financial Management Training

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

Email: support@trainingdoyens.com
Toll Free: +1-888-300-8494
Tel: +1-720-996-1616

Fax: +1-888-909-1882

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