Using Personal Tax Returns for Global Cashflow: What's Cashflow and What Isn't

Jun 04, 2018 02:30pm -
Jun 04, 2018 04:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Understanding and quantifying global cash flow is becoming more of a necessity for financial institutions that lend money to businesses. Understanding and analyzing information in personal income tax returns is an important aspect of recognizing the financial condition of loan guarantors. To accurately calculate global cash flow, a lender needs to know how to take information in personal tax returns and apply it correctly.

Lenders will learn how to interpret information in personal tax returns to determine the ability of customers who guarantee loans to add strength to loan requests. We'll work with individual federal tax return forms and schedules to help identify the places in tax returns that address cash flow, as well as those places that don't.

Learn what forms and schedules in personal tax returns you should pay attention to and what you should ignore.

Topics Covered:

  • Understanding those sections of the tax return that are important for determining a borrower's ability to generate cash flow
  • Identifying cash inflows and outflows from tax returns
  • The relevance of information in various tax schedules
  • The difference between cash flow and taxable income
  • Understanding how personal cash flow is generated from owning small businesses, sole proprietorships, partnerships, corporations and limited liability companies

Who Should Attend?

Credit Analysts, Loan Officers, Branch Managers, Loan Committee members


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 Apr 27, 2018.
Regular registration starts on Apr 28, 2018 and ends on Jun 07, 2018.
Late registration starts on Jun 08, 2018.
(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
 On Demand Link & "FREE" CD Rom
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live & On Demand Link (Includes CD Rom)
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00