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 …
Effective Communication: Ensuring Clarity, Accountability a…
2-Hour Virtual Seminar on Workplace Investigations 101: How…
AI for Excel Professionals: Enhancing Productivity with Cha…
Employers Should Prepare for Immigration Raids in 2026! Thi…
The Importance of the first 5 seconds when presenting
Negotiating Skills For Professional Results - Winning Strat…
Validation Statistics for Non-Statisticians
Workplace Behavior in 2026: Tackling Conflicts and Incivili…
FDA Recommendations for Artificial Intelligence/Machine Lea…
Interactive dashboards & analytics in Excel
Bootcamp for New Managers and Supervisors: Develop These Es…
Enhancing Project Management with Storytelling Techniques
4-Hour Workshop on Data Simplified: Sorting and Filtering, …
Creating Your 2026 Marketing Strategy
The Language of Leadership: Is Your Communication Style As …
ChatGPT for Innovative Business Advisory Services for Accou…
Utilizing A Proven Process When Conducting Sensitive, Inter…
How to Write Procedures to Avoid Human Errors
Human Factors Usability Studies Following ISO 62366 and FDA…
Why EBITDA Doesn't Spell Cash Flow and What Does?
Mastering DAX Patterns in the Era of AI & Copilot
Establishing Appropriate Quality Metrics and Key Performanc…
IRS Form 1099 Reporting: Compliance Requirements
FDA QMSR Explained: How the QMSR Replaces the QSR
How to Manage the Legal Landmine of the FMLA, ADA and Worke…
Understanding EBITDA – Definition, Formula & Calculation
Tattoos, hijabs, piercings, and pink hair: The challenges …
FDA Compliance And Laboratory Computer System Validation
Medical Device Hazard analysis following ISO 14971
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
Excel + AI: The Smart User's Guide to Faster, Easier Work w…