Search Trainings
Loan Documentation for “Commercial Real Estate” Lending Transactions
Attend this proactive webinar and receive a thorough overview of commercial real estate (CRE) loan documentation. Basic “business” structure, loan “structure,” and loan “support” will be highlighted along with a review of “commercial real estate” loan docume ...
- Basic & Advanced
- 60 Mins
- David L. Osburn
- Apr 24, 2019
Analyzing Global Cash Flow
Global cash flow is critical to analyzing and underwriting commercial borrowers, especially smaller, privately held firms where the owners and the company are so closely bound together that their assets, liabilities, and income are comingled. The session will ...
- Basic & Intermediate
- 60 Mins
- Dev Strischek
- Apr 25, 2019
Management of Currency Risks
Currency risk exists in most corporations as well in many investment portfolios. In the case of corporations, the presence of currency exposure is not always well identified, monitored or managed. Also, the risk of currency exposures from a FX market perspecti ...
- Basic & Intermediate
- 60 Mins
- Robert Geary
- Apr 30, 2019
CRA Sunshine Act and Your Reporting Requirements
The Community Revestment Act has been in effect for several years.One of the sections of the Act discusses the fact that banks can count as a positivty activity monies, in-kind payments, and activity that can have monetary activity/value.As the Act matured and ...
- Basic & Intermediate
- 60 Mins
- Thomas Nollner
- May 01, 2019
Why EBITDA Doesn’t Spell Cash Flow
EBITDA is a popular measure of cash flow, but it is not accurate, and bankers and investors who rely on it as a reliable indicator of repayment ability will be deeply disappointed. This session will explain why EBITDA does not measure cash flow and what more ...
- Basic & Intermediate
- 60 Mins
- Dev Strischek
- May 01, 2019
Investment Performance Risk: Detailed Review of Leverage
All investors and money managers know that investing has risks. A primary aspect of investing is managing investment performance risk and doing so in the context of one’s return objectives. This presentation examines investment performance risk from the perspe ...
- Basic & Intermediate
- 60 Mins
- Robert Geary
- May 02, 2019
Critical Tax Reform Updates for CPA: The Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act is the biggest change to the tax law in over 30 years. With so many big changes, its easy to lose track of what has changed and what has not. We will cover every major change for individuals and businesses. The biggest change to the ...
- Intermediate
- 90 Mins
- Nick Preusch CP
- May 07, 2019
199A Deduction for Pass-Through Businesses
The Tax Cuts and Jobs Act brought sweeping changes to the United States’ Federal Tax Code. Among these broad changes is the 199A deduction for pass-through entities. In this webinar, Ron Wainwright will discuss the new and complicated elements of the deduction ...
- Basic & Intermediate
- 60 Mins
- Ronald G. Wainw
- May 08, 2019
Controller Challenges in Changing Times
The turbulent ever changing and the technology driven world of business requires changing and evolving roles for Controllers. The changing focus is more on the soft side of the business rather than accounting & reporting. It is more about people pleasing than ...
- Basic & Intermediate
- 60 Mins
- Carl Young
- May 09, 2019
A look at Flood Insurance during Natural Disasters
Flooding is the most common natural disaster in the United States. It's also the most expensive, costing homeowners, insurers and the government billions each year. If most of your customer’s wealth is tied up in their house, they may be risking financial ruin ...
- Basic & Intermediate
- 60 Mins
- Gina J. Lowderm
- May 09, 2019