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Reading Financial Statements: A Creditor's Perspective

 

Improve your lending skills by learning how to read and interpret complex financial statements.

This important topic emphasizes a practical approach to correctly interpret financial statements from a creditor's perspective. Loan officers, credit analysts, and other related parties are required to analyze financial statements as part of their function in underwriting business loans and credit arrangements. You will be provided with the required tools to correctly interpret the financial statements from a creditor perspective, which will help you improve your lending skills.

Agenda

Faculty

Mark J. Fidel

Mark J. Fidel

Fidel Consulting Group

  • Principal of Fidel Consulting Group, a business strategy consultancy specializing in mid-sized, established technology companies
  • Past account executive for state, local, and education markets, Ivanti, Inc.
  • Co-founder and head of state, local, and education sales for risk-based vulnerability management company RiskSense, Inc.
  • Served as executive director for the Western States School of Banking, 2007 to 2011
  • Adjunct professor at New Mexico Highlands University, 2005 to 2007
  • Worked as a commercial defense litigator for the Modrall Sperling Law Firm in Albuquerque, NM, 2002 to 2004; maintains his licensure in New Mexico
  • Worked as a financial and senior financial analyst for Intel Corporation
  • J.D. degree; M.B.A. degree; B.A. degree in finance

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