$0 – $145

Mastery - Fundamentals of Financial Analysis

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$0 – $145

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Join Us for Fundamentals of Financial Analysis

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In this session you will be asked one simple question:

Without knowing the name, industry or any other information about this company, would you loan this company money with only their financial data as your base of information?

It’s time to bring together all the skills we have learned thus far and utilize them in a hands-on way. In this session you will separate into small groups. Each group will receive the following:

  • A brief narrative on the background of the company, a summarized version of what was provided to an actual loan committee.
  • A 3-year financial spread of the income & cash flow statements and balance sheets.
  • A KPI exercise worksheets to help you work through all the key numbers and access the financial performance and health of the business.

Based on that information, you and your team will explain why you would or would not loan money to this company. It’s time to make your recommendation. Would you loan money to them? Why or why not?

After listening to each group’s recommendations of loan worthiness, we will share the outcome of what happened with this loan proposal providing you with a real life-learning scenario.

Get ready to apply your learnings to this real live case study!

**Each workshop will end with a 30 minute Q/A session.**

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Date and Time

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Online Event

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Eventbrite's fee is nonrefundable.

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