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Accounting Basics/Refresher for Financial Professionals

This webinar will provide attendees the “basics/refresher” of accounting. 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.

Upcoming
Monday, September 29th, 2025
1:30 pm - 3:00 pm
Presented by David Osburn
1 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Commercial/Business Lending
  • Lending
  • Lending Compliance
  • Management/Employee Development
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • Small Business Lender
  • Training Manager
  • Trainer

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The session will also cover the “ten step” accounting cycle leading up to the creation of the financial statements.

This will include 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

  • The four financial statements: income statement, statement of owner’s equity, balance sheet, and statement of cash flows
  • The 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

This session is ideal for commercial lenders, credit analysts, branch managers, private bankers, and business development officers.

Field of Study:Accounting

Skill level:Basic

Prerequisites:None

Advanced Preparation:None

David Osburn

Instructor Bio

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

His extensive professional background of over 30 years encompasses 24 years as a Business Trainer/ Contract CFO and 16 years as a Bank Commercial Lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years teaching Accounting, Economics, Finance, Banking, Marketing, Management, and Business Law.

Continuing Education Credit Information

Accounting Basics/Refresher for Financial Professionals has been approved for 1 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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