This training program will explore the vital world of advanced financial statement analysis. This session will include a review of the four financial statements and a five-step analysis model including liquidity, activity, leverage, operating performance, and cash flow. It will also review the Z-score (bankruptcy predictor) and the sustainable growth models. The webinar is a must for all commercial lenders and credit administrators.
This webinar will demonstrate a comprehensive approach to financial statement analysis. The session will begin with analyzing the four financial statements - income statement, statement of retained earnings, balance sheet, and statement of cash flows. This will include revenue and expense recognition, FIFO, LIFO and average inventory costing models, operating expenses (repairs) versus improvements, depreciation including straight-line, units-of-production, and double-declining balance, amortization, and depletion.
The webinar will also explore accounts receivable assessment, allowance for doubtful accounts, intangible assets, accounts payable assessment, capital, and operating leases, and analysis of the equity section of the balance sheet including partners' capital accounts, common and preferred stock, treasury stock, stock splits and retained earnings. Additionally, the types or levels of financial statements will be highlighted including company-prepared, compiled, reviewed, and audited. The audited financial statements will include unqualified, qualified, adverse, and disclaimer.
This webinar will demonstrate a comprehensive approach to financial statement analysis. The session will begin with analyzing the four financial statements - income statement, statement of retained earnings, balance sheet, and statement of cash flows. This will include revenue and expense recognition, FIFO, LIFO and average inventory costing models, operating expenses (repairs) versus improvements, depreciation including straight-line, units-of-production, and double-declining balance, amortization, and depletion.
The webinar will also explore accounts receivable assessment, allowance for doubtful accounts, intangible assets, accounts payable assessment, capital, and operating leases, and analysis of the equity section of the balance sheet including partners' capital accounts, common and preferred stock, treasury stock, stock splits and retained earnings. Additionally, the types or levels of financial statements will be highlighted including company-prepared, compiled, reviewed, and audited. The audited financial statements will include unqualified, qualified, adverse, and disclaimer.
David L. Osburn
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include …
Gossip-Free: Leadership Techniques to Quell Office Chatter
Pivot tables beginner to advanced + 20 advanced Pivot table…
Strategic ways to build your professional brand
Excel - Pivot Tables - The Key To Modern Data Analysis and …
I-9 Audits: Strengthening Your Immigration Compliance Strat…
Fostering a Culture of Respect: Eliminating Gossip, Rumour…
AI Fundamentals for All Leaders and Managers: How to Work S…
Rewiring Your Emotional Triggers: Leading with Clarity and …
H-1B Visa Updates and Employer Strategies for 2026
The $1M Mistake: EEOC Discrimination Claims Employers Make …
Using Claude in Excel for Productivity, Automation & Data A…
2-Hour Virtual Seminar on the 6 Most Common Problems in FDA…
ChatGPT Jumpstart From intro to Download to Personal Assist…
Bootcamp for New Managers and Supervisors: Develop These Es…
2-Hour Virtual Seminar on How to Conduct an Internal Harass…
Why EBITDA Doesn't Spell Cash Flow and What Does?
HIPAA Compliance in 2026 — Practical Strategies for Breach …
Do's and Don'ts of Documenting Employee Behaviour, Performa…
FDA Regulation of Artificial Intelligence/ Machine Learning
Secrets Of Psychology - Why People Do The Things They Do
FDA Compliance And Laboratory Computer System Validation
Utilizing HR Metrics to Illustrate & Improve Human Resource…
ChatGPT for CPAs and Finance Professionals
Understanding EBITDA – Definition, Formula & Calculation
The Anti-Kickback Statute: Enforcement and Recent Updates
The 60 Minutes Introduction to DAX
Maximizing Productivity with ChatGPT: AI Solutions for HR, …
Using High-Performance Coaching for Managers to Address Per…
Analytical Method Validation Under Good Laboratory Practice…
Workplace Investigations 101: How to Conduct your Investiga…
Harassment, Bullying, Gossip, Confrontational and Disruptiv…
THE NEW I9 - Mandated Requirements for Worker Verification …
Language is Code - Intro to AI - Generative AI - ChatGPT an…
Discover how Emotional Intelligence turns AI from a technic…
AI in B2B Marketing: What Your Compliance Team Needs to Know
Stress, Change And Team Resilience Through Humor: An Intera…
Effective And Defensible Documentation Of Employee Problems…
How to Write Procedures to Avoid Human Errors