Analyzing Personal Financial Statements and Tax Returns

When:  Oct 12, 2017 from 8:30 AM to 4:00 PM (CT)
Associated with  Wisconsin

Lenders frequently need to assess and evaluate the financial condition and cash flow of individuals.  This may be within the context of:

  • obtaining personal guarantees of business loans
  • situations where a bank is making large personal loans
  • calculation of global cash flow requires the determination of personal cash flow

The primary items needed to accomplish these objectives are personal financial statements and personal tax returns.

This seminar will increase your understanding of how to use and evaluate personal financial information for purposes of credit risk evaluation.  Lenders, personal bankers, credit analysts, private bankers and credit administrative staff will find this presentation useful. 

For more information and to register on-line, click on the More Information link ...


State Bank of Cross Plains - Madison Location
455 South Junction Road, Lower Level
Madison, 53719


Sandy Gruber