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Accounting Basics/Refresher for Bankers

This webinar will provide the banker with the basics and a refresher of accounting.

OnDemand
Recorded Monday,
September 19th, 2022
Presented by David Osburn
2h total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Commercial/Business Lending
  • Lending
  • Lending Compliance
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Deposit Operations Manager/Specialist
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Small Business Lender
  • Trainer

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The training session will demonstrate how the income statement, statement of owner’s equity, balance sheet, and statement of cash flows are developed and connect to each other.

The session will also cover the “ten step” accounting cycle leading up to the creation of the financial statements including the rules of debits and credits, accrual versus cash basis accounting, adjusting entries, accounting for inventory and receivables, long-term liabilities and depreciation, proper analysis of the notes to the financial statements, types of financial statements, and the CPA opinion.

The webinar will include several “hands-on” examples to reinforce the accounting concepts.

What You'll Learn

  • Four financial statements- income statement, statement of owner’s equity, balance sheet, and statement of cash flows
  • Ten step accounting cycle (business transactions to the post-closing trial balance)
  • Rules of debits and credits
  • Accrual versus cash basis accounting
  • Adjusting entries
  • Accounting for inventory and receivables
  • Long-term liabilities and depreciation
  • Analysis of the notes to the financial statements
  • Types of financial statements and the CPA opinion
  • Examples to reinforce accounting concepts

Who Should Attend

Commercial lenders, credit analysts, branch managers, private bankers, and business development officers


David Osburn

Instructor Bio

David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners.

His extensive professional background of over 30 years includes 20 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. Mr. Osburn has also been an adjunct college professor for over 30 years including College of Southern Nevada.