CFT
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products or services during the presentation.
Program
Content:
Financial
Projections are an overlooked but important component of the credit
process. Although essential for startup businesses (which have no
historical financial information), they are also significant for
established businesses, as well. Developing financial projections are an
excellent exercise for a business to pursue since this requires a business
owner to think about the future and to develop a plan for achieving its
future goals.
Covered
Topics:
- Why are projections important?
- Testing Assumptions
- Common methodologies to develop accurate financial
projections
- Common pitfalls in evaluating Financial Projections
Who
Should Attend?:
Credit
Analysts, Loan Officers, Loan Committee members, Business Development
Officers. Please
forward email to appropriate person(s).
Instructor:
Vincent
DiCara is currently the
owner of DiCara Training and Consulting LLC which he established in January
of 2013. Formerly, he was the co-owner and founder of Development Finance
Training and Consulting, Inc. (DFTC) which he established in 2003. Mr.
DiCara has been involved in evaluating the credit needs of businesses for
thirty years as a business advocate, lender, credit analyst and trainer.
Since 1995, Mr. DiCara has developed and conducted a wide variety of
training programs for individuals who work in the financial services
industry sector. His training clients include organizations in the credit
union, banking, economic development, and community development fields. Mr.
DiCara's training programs have become known for their ability to foster an
informal and participatory environment in which students are empowered to
learn. Mr. DiCara is a graduate of Bowdoin College in Brunswick, Maine and
received a Masters Degree in Public Administration from the University of
Maine. A native of Boston, Massachusetts, he has been a resident of the
State of Maine for the last thirty-eight years.
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