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Financial Statement Analysis Workshop

April 27 - 28, 2019 • Southern Methodist University, Dallas, TX

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Workshop Overview

Registration  |  Schedule  |  Accommodations

This review session at the ABA Commercial Lending Schools is for participants who:

  • Need a refresher on the basics
  • Have no credit training in the past

Those enrolling in the ABA Commercial Lending Schools are assumed to have a familiarity and understanding of the following:

  • Contents of the balance sheet and the operating statement
  • Auditor's reports
  • Ratio analysis
  • Cash flow statements
  • Working Capital
  • Commercial Collateral

This workshop will briefly review the above subjects, as well as a number of ancillary topics (collateral, depreciation, etc.), combining lectures and discussion with exercises and small group work. Upon completion, students should be able to:

  • Understand the meaning and importance of the accounting entries most commonly found on balance sheets, operating and cash flow statements
  • Calculate and interpret twelve basic ratios commonly used in credit analysis
  • Construct a direct cash flow statement
  • Be able to differentiate among the various accountant's reports.



Tuition Fees
ABA Member: $795
Non-Member:  $895

  • Apply Online - For single registrants and credit card payments only
  • By Phone - Call 1-800-BANKERS (1-800-226-5377)
  • U.S. Residents - Register by group or by check
  • Non-U.S. Residents - Register by group or by check



Saturday, April 27, 2019
Registration: 8:00 am - 8:30 am
Workshop Sessions: 8:30 am - 5:00 pm

Sunday, April 28, 2019
Workshop Sessions: 8:30 am - 2:00 pm

View the full 2019 schedule​ for reference.

​Program questions? Please contact John Capotosto for more information.