The Credit Themes mentioned on this slide will be reinforced with the following cases: Feldheim Lumber Case, Cougar Clothing Case, Glazed Donuts Case,
Home Things Case and the Trading Brothers Case. Other Cases may be added if necessary.
2
Know your Borrower - Industry,
Company and Credit Statistics
Borrower’s strengths and
weaknesses in industry
3
Cash Flow: A Banker's Best Friend
Robustness of cash flow
4
Contingencies on and off the Balance
Sheet – Expected / Unexpected risks
Projections - Income Statement, Balance Sheet, Cash Flow.
Our standardized product titled Credit Analysis for Bankers (CABs) is a four-day credit analysis program that is based on a combination of lectures and reinforcing case studies
Reference Reading for CABs will include select chapters from the "Handbook of Corporate Lending - A guide for Bankers and Financial Managers" co-authored by Herb Jacobs, who will also be the Lead Lecturer for CABs.
