CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Understanding
accounting and financial statement basics is a key skill needed in the
Financial Services Industry. All too frequently even experienced personnel
have only a cursory knowledge of key accounting concepts. This course
provides participants with a sound understanding of the fundamentals of
accrual accounting and how it differs from cash accounting. It has been
designed for those who have no experience with the subject and well as
those who have had an accounting course but need to brush-up.
Covered
Topics:
- The basics of financial statement preparation
- The difference between accrual and cash accounting
- How revenue and expense recognition policies affect
the income statement and balance sheet.
- Basic accounting concepts that affect financial
statement construction including historical cost, going concern, materiality,
consistency and conservatism.
- The basics of debits and credits and financial
statement construction.
- Account for major items on the balance sheet
including accounts receivable, inventory, fixed assets, deferred
taxes, equity, etc
- How to evaluate capital and operating leases.
- How to read and evaluate footnotes.
- The differences between compiled, reviewed and
audited statements
- The relationship between the balance sheet, income
statement, and the statement of cash flows
- The relationship between profit, retained earnings
and cash flow
- How to skeptically review all of the major accounts
in the balance sheet, income statement and statement of cash flows
Who
Should Attend?:
Anyone
who wants to understand or review the basic principles of accrual
accounting. Please
forward email to appropriate person(s).
Instructor:
Tom
Carlin, 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.
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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