Industry and Management Evaluation for Lenders

Aug 30, 2017 12:00pm -
Aug 30, 2017 01:00pm
(GMT-5)

Event Description

Industry and Management Evaluation – This session instructs participants on how to evaluate a borrower’s industry and its management for the purpose of analyzing their impact on the borrower’s ability to repay.  Topics include:

  • Interrelationship of industry and management on borrower’s ability to repay from cash flow, collateral, and guarantees
  • Industry evaluation
    • Structure—industry’s life cycle, industry financial structure, shareholder value drivers
    • Competitiveness—Porter’s Five Forces, cost-quality trade-off, market breadth-product line trade-off,
    • Resources and capabilities—primary and support activities
      • Primary activities- Inbound logistics, operations, outbound logistics, marketing & sales, service
      • Support activities- Firm infrastructure, human resources, technology, input management (procurement)
      • Value chain analysis of sales growth rate, profit margin, working capital, capital expenditures, cost of capital to produce operating cash flow and enhance shareholder value
  • Management evaluation
    • Managerial strengths and weaknesses assessed by
      • Performance
      • Experience
      • Education & training
      • Skills
      • Organization
      • Compensation
      • Board of directors
      • Management depth and succession
  • Key factors in management evaluation
    • Production, technical,  marketing, finance, executive teams
  • Management red flags
    • Typical red flags—communication, cooperation, commitment
    • Character—willingness to repay
    • Fraud identification and prevention

REGISTRATION OPTIONS

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Jul 18, 2017.
Regular registration starts on Jul 19, 2017 and ends on Sep 02, 2017.
Late registration starts on Sep 03, 2017.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00