In this session you will be asked one simple question:
Without knowing a company’s name or industry, would you loan them money based only on their financial data?

It’s time to bring together the skills we have learned thus far and utilize them hands-on. In this session, you will separate into small groups.

Each group will receive the following:

• A brief narrative on the background of the company (a summarized version of what was provided to an actual loan committee.)
• A 3-year financial spread of the income and cash flow statements, as well as balance sheets.
• A KPI exercise worksheets to help you work through all key numbers and access the financial health of the business.

Based on that information, you and your team will explain why you would or would not loan money to this company. It’s time to make your recommendation. After listening to each group’s recommendations of loan worthiness, we will share the outcome of this loan proposal, providing you with a real life-learning scenario. Get ready to apply your learnings to this real-life case study!