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Justification Kit | Financial Statement Analysis Workshop

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Justify attending the Financial Statement Analysis Workshop

We know that attending an event like the Financial Statement Analysis Workshop is an investment, which means you need to outline how the time and money spent on your attendance will help you make stronger loan decisions. Use this justification kit to make a compelling business case.

Please use this justification kit if you plan to attend the workshop as a standalone. If you plan to attend the Foundational or Advanced Schools, please use their respective justification kits.

Download justification letter

General tips and talking points

  • High return on investment: Outline how the time and money being spent for you to attend the Financial Statement Analysis Workshop will help take your skills—and your bank's performance—to the next level. After completing the workshop, students learn to assess loan documentation for sharp and strong lending judgment.
  • Efficient and cost effective: The Financial Statement Analysis Workshop offers a comprehensive, time-intensive learning environment. Your attendance will be much more cost effective and time efficient compared to registering for multiple seminars or webinars.
  • World-class education: The workshop provides an in-depth curriculum developed and delivered by the banking industry's top thought leaders and practitioners that's unparalleled in the industry.

Next steps

  1. Review the Financial Statement Analysis Workshop website.
  2. Customize the justification letter (see link above) to present as part of your formal request.
  3. Offer to prepare a short presentation for your colleagues to share what you will learn, maximizing your bank's ROI for your attendance. Mention that the workshop's course materials can be shared with your colleagues, providing a valuable resource tool as your team looks to identify solutions for your clients.
  4. Be ready with a plan that shows who will cover for you while you are attending the Financial Statement Analysis Workshop.
  5. Be sure to check out the registration page for applicable fees and discounts. ABA Members save $300 on registration fees.

Keep Me Informed

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