General Information

3-Part Webinar Series

Cost: Members: $129
Non-Members: $300

Registration Includes: One telephone and web connection at one physical location

 


In this three part webinar series, we will cover advanced
excel topics and show you how best to utilize this powerful tool.

 

Monday, April 25th at 3pm EST

Part I- Development of Credit Analytics using the advanced functionality of MS Excel

· Familiarize attendees with the process of Credit analysis and necessary data prerequisites
· Importing Data tables from AR ledgers and Creating tables using Pivot tables
· Advanced Excel Date, Lookup and Logical functions to develop sophisticated formulas - nested functions
· Advanced Charting Objects

Monday, May 16th at 3pm EST

Part II - Development of Credit Reporting Objects that integrate Risks.

· Development of sophisticated Reporting Objects with predictive capability
      -Trend Analysis
      -Calculating DSO
      -Customer Payments Trends
      -Forecasting Methods
· Development of Credit Risk portfolio Matrix to enhance credit assessment
· Automating Monthly Credit management reports

Monday, October 24th at 3pm EST

Part III - Development of Wide-ranging Credit management Dashboards using MS Excel.

· Dashboard Design and Object Selection
· Continue with Dashboards
· Development of Decision Support system in Excel
· Development of an Optimal credit policy using Credit analysis

Speaker Bio:

suleman quereshiSuleman Qureshi is a credit management professional and experienced financial controller with his Master’s degree in business administration and flair of multiple IT accreditations. He has enjoyed working across the Middle East, Africa and Europe on a variety of Receivable Management, Project Financial Controlling and Customer business controlling challenges on complex Telecommunication projects. He has focused on the training and development of teams in areas of personal development, offshore communications, receivable management, Advanced Excel trainings recognized by the CFO community globally.

Suleman has a special interest in building blogs to share knowledge, best practices and support with devising customized solutions for complicated situations. He strongly believes in maximizing profitability by efficiently blending IT and business controlling.

NACM’s FSA 2:   Credit and Risk Assessment Instructional Materials

Custom FSA2 PPT

Financial Reporting Analysis - Chapter 1

Financial Reporting Analysis - Chapter 2

Financial Reporting Analysis - Chapter 3

Financial Reporting Analysis - Chapter 4

Financial Reporting Analysis - Chapter 5

Financial Reporting Analysis - Chapter 6

Financial Reporting Analysis - Chapter 7

Financial Reporting Analysis - Chapter 8

Exams

Financial Statement Analysis 2: Credit and Risk Assessment Examination 1

Financial Statement Analysis 2: Credit and Risk Assessment Examination 1 Solutions

Financial Statement Analysis 2: Credit and Risk Assessment Examination 2

Financial Statement Analysis 2: Credit and Risk Assessment Examination 2 Solutions

FSII Answer Sheet Solution Sheet Exams

FSII Pilot Petes Final Exam Case

Gibson 13e Test Bank

CHAPTER 1—INTRODUCTION TO FINANCIAL REPORTING

CHAPTER 2—INTRODUCTION TO FINANCIAL STATEMENTS AND OTHER FINANCIAL REPORTING TOPICS

CHAPTER 3—BALANCE SHEET

CHAPTER 4—INCOME STATEMENT

CHAPTER 5—BASICS OF ANALYSIS

CHAPTER 6—LIQUIDITY OF SHORT-TERM ASSETS; RELATED DEBT-PAYING ABILITYCHAPTER 6—LIQUIDITY OF SHORT-TERM ASSETS; RELATED DEBT-PAYING ABILITY

CHAPTER 7—LONG-TERM DEBT-PAYING ABILITY

CHAPTER 8—PROFITABILITY

CHAPTER 9—FOR THE INVESTOR

CHAPTER 10—STATEMENT OF CASH FLOWS

CHAPTER 11—EXPANDED ANALYSIS

CHAPTER 12—SPECIAL INDUSTRIES: BANKS, UTILITIES, OIL AND GAS, TRANSPORTATION, INSURANCE, REAL ESTATE COMPANIES

CHAPTER 13—PERSONAL FINANCIAL STATEMENTS AND ACCOUNTING FOR GOVERNMENTS AND NOT-FOR-PROFIT ORGANIZATIONSCHAPTER 13—PERSONAL FINANCIAL STATEMENTS AND ACCOUNTING FOR GOVERNMENTS AND NOT-FOR-PROFIT ORGANIZATIONS

Solutions Manual

Chapter 1 Introduction to Financial Reporting

Chapter 2 Introduction to Financial Statements and Other Financial Reporting TopicsChapter 2 Introduction to Financial Statements and Other Financial Reporting Topics

Chapter 3 Balance Sheet Chapter 3 Balance Sheet

Chapter 4 Income Statement Chapter 4 Income Statement

Chapter 5 Basics of Analysis Chapter 5 Basics of Analysis

Chapter 6 Liquidity of Short-term Assets: Related Debt-Paying Ability Chapter 6 Liquidity of Short-term Assets: Related Debt-Paying Ability

Chapter 7 Long-Term Debt-Paying Ability Chapter 7 Long-Term Debt-Paying Ability

Chapter 8 Profitability Chapter 8 Profitability

Chapter 9 For the Investor Chapter 9 For the Investor

Chapter 10 Statement of Cash Flows Chapter 10 Statement of Cash Flows

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of Credit Management

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Columbia, MD 21045
Phone: 410-740-5560
Fax: 410-740-5574

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