The Coronavirus Pandemic has knocked the United States and world-wide economy into recession and, due to social distancing, disrupted the work environment and work flow of lenders and credit professionals throughout the country.
The challenges to the banking community are massive:
I am opening up the live webinars I present in our Lenders Online Training program on Tax Return Analysis. This training is aimed at lending and credit professionals in the first 1-3 years in a role that requires tax return analysis.
These 8 webinars are listed in the sidebar on the right, are 45 minutes to 60 minutes, and go beyond forms and schedules.
Other topics will be added about how to up your game during a downturn.
See sidebar at right for the schedule and link to join.
Our 20 video series on K-1s covers them top to bottom.
These are 2-3 minutes each and answer 10 frequently asked questions and 10 more that should be asked.
Sign up below.
Request your copy of the 2018 Credit Risk Readiness Study. While we did not know it would be a pandemic to bring on the next recession, senior credit and lending professionals across the country new it was coming.
Click on this link to request your copy of this 28 page report outlining lessons learned, and not learned, from the last major credit disruption.
The ‘Ask Linda’ monthly email includes an answer to a question asked by a credit professional during the month, either by email or in our classes.
I call this the 'drip method' of learning tax return analysis.
With travel restrictions and at-home workers, you may be searching for online training alternatives that are robust, rigorous, and effective. We are not shifting to online training, we have been doing it for years.
This intro module describes the program and how it works. It uses the same 'player' as the modules in the training.View the Intro
Come in early to get acquainted, set up audio and practice annotating.
Come in ten minutes early to set up.
Tue 7/28 Six Cs of Credit
Tue 8/4 What Tax Return Income Statements Reveal
Tue 8/11 Balance Sheet Clues to Cashflow and Red Flags
Tue 8/18 Credit Risk Readiness
Tue 8/25 Tax Return Jeopardy Game
Tue 9/01 CPA-Prepared Financial Statements
Tue 9/08 Red Flags or Green Lights
Tue 9/15 How to get answers…fast