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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
This
course is designed help participants integrate the analysis of risks
associated with the industry, business and management of the company into
the overall credit underwriting process.
Covered
Topics:
- Determine the characteristics of manufacturers, wholesalers,
retailers, and service companies.
- Identify the advantages and disadvantages of firms
in different stages of the industry life cycle including: emerging,
growth, mature, and decline stages.
- Understand the macroeconomic issues that create
risk for businesses.
- Review specific types of risk including:
buyer/seller concentrations, exit and entry costs, cyclicality,
international concerns, and vulnerability to substitutes.
- Understand how specific business risks impact
specific industries.
- Analyze operating leverage, competition,
concentrations, distribution, products and services, and production.
- Understand how management can compound or allay
risk.
- Discuss management success criteria such as
experience, integrity, philosophy, and style.
- Review the flaws and pitfalls of management.
Who
Should Attend?:
Commercial
lenders, credit analysts and small business lenders, consumer lenders,
mortgage bankers and private bankers; loan review specialists, special
assets officers, lending managers and credit officers. Please forward email to appropriate
person(s).
Instructor:
An
authority on financial and credit risk, Mr. Carlin is a Managing Partner at
Eensight. He has worked with major banks, insurance companies and
regulatory agencies over the last twenty years, designing and teaching
financial topics including: basic, intermediate and advanced credit and
financial statement analysis, business lending for branch bankers,
accounting for bankers, basic intermediate and advanced cash flow analysis,
loan structuring, consumer lending and trade finance. His audiences include
business bankers, recent graduates going through the organizations basic
credit training program, senior management personnel that need to know the
basics of accounting and financial statement analysis, middle market
lenders with many years of experience and regulatory agency personnel. Each
program he designs and teaches is tailored to the individual customer with
the products, procedures and culture of the organization incorporated into the
course design. The complexity and intensity of the programs are adjusted to
reflect the needs of the participants and the logistical training issues
faced by the organization. He is the author of “Financial Statement
Analysis” published by the American Bankers Association in 1994. He is also
the author of “Consumer Lending”, published by The Center for Financial
Training in 2015. He has designed and taught programs in risk analysis for
Citibank, Wells Fargo, American International Group, Capital One, Chase
Manhattan Bank, First Tennessee, M & T, Union Bank, and The Bank of
China. He has also taught the “Credit Risk Analysis Program” at the Federal
Reserve Bank. Prior to Eensight, Mr. Carlin was a Regional Director for
Omega Performance Corporation. He was also a Vice President with Bankers
Trust in New York. He was responsible for marketing credit and trade
finance products to corporate clients and correspondent banks worldwide.
Mr. Carlin has a Masters of International Management degree from The Thunderbird
School of Global Management and a Bachelor of Arts Degree from Villanova
University. he Wharton School of Business at the University of
Pennsylvania.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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