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Curriculum | Virtual Financial Statement Analysis Workshop


The workshop is a great way to get a refresher on basic financial ratios used to establish the financial condition of a commercial business. Guidance on developing and analyzing cash flows will also be provided. 

On-Demand Pre-Work

Prior to each class, students are required to complete the following on-demand courses. 

Complete ByCourse
March 28

What is Financial Analysis (Module 2 of Introduction to Analyzing Financial Statements)

Tax Returns (Module 6 of Introduction to Analyzing Financial Statements)

How Business Financial Statements Are Constructed

April 6

Income Statement Analysis

Balance Sheet Analysis

Ration Analysis

April 11

Cash Flow Analysis

The UCA Model

April 18

Comprehensive Case Study (Available April 11)

2022 Schedule

All times are in ET.

  • Mon, Mar 21

  • Mon, Mar 28

  • Wed, Apr 6

  • Mon, Apr 11

  • Mon, Apr 18

Mon, Mar 21

10:30 AM - 11:30 AM


Mon, Mar 28

10:30 AM - 12:30 PM

Unit 1
Key Highlights 
Review and Q&A
Business Tax Returns and Construction
Introduction to Unit 2

Wed, Apr 6

10:30 AM - 11:30 AM

Unit 2
Key Highlights 
Review and Q&A
Introduction to Unit 3

Mon, Apr 11

10:30 AM - 12:00 PM

Unit 3
Key Highlights
Review and Q&A
Introduction to Comprehensive Case Study

Mon, Apr 18

10:30 AM - 11:30 AM

Review and Case Study Discussion

11:30 AM - 11:45 AM


11:45 AM - 1:00 PM

Case Study Discussion and Wrap Up

Keep Me Informed

Get updates on the next session of the Commercial Lending Schools. Contact Susan Bonney if you have any questions.