Cash Flow Clarity: Driving Stronger Lending Decisions
Gain a comprehensive understanding of how to analyze personal cash flow and personal tax returns with this in-depth seminar. Our training will assist bankers who originate consumer loans, as well as commercial bankers and underwriters who want to get a clear picture of a guarantor's cash flow. By combining lecture and casework, participants will learn how to calculate sources and uses of personal cash flow and any remaining cash flow to support additional debt. The training will also help identify the availability of excess personal cash flow that could be available to provide additional support to related borrowing requests.
Convenient Location
The seminar will be held at the Robert F. Hatcher, Sr. Conference Center located at Middle Georgia State University - Macon Campus. Centrally located in Georgia and right off of I-75, this venue offers convenience for members from around the state.
Expert Led
Shannon Fortson is EVP, Chief Credit Officer at Vallant Bank, where he oversees lending, credit policy, compliance, and loan administration across 25 branches in northeast Georgia. With more than two decades of banking experience, he brings deep expertise in commercial lending and credit risk management.
Network Expansion
Connect with fellow bankers, share perspectives, and gain practical insight into real-world cash flow analysis. This program is specifically designed for consumer lenders, commercial lenders, and credit analysts/underwriters.
Strengthening Credit Decisions Through Personal Cash Flow Analysis
Turn complex tax returns into meaningful insight. Learn how to evaluate personal cash flow to make stronger, more confident lending decisions.
Support This Event!
Join this seminar as a sponsor.
GBA events are made possible through the generous sponsorship of eligible GBA Associate Members and Strategic Partners. Contact Aimee Corcoran to sign up.