Non-Profit & Municipality Analysis
Specialized Lending Series
Explore the financial reports of municipalities, assess municipal enterprises and the differences between fund and accrual accounting financial statements. You'll also learn not-for-profit accounting princples, financial statement formats, and how to identify key risk issues using financial and cash flow analysis.
“I found the webinar on municipal analysis to be very informative. I liked the poll questions throughout the session to reinforce learning the material.”
~Director of Loan Review, Regional Bank in North Carolina
What You Will Learn
Explore not-for-profit accounting fundamentals, financial statement formats, and financial and cash flow analysis based on not-for-profit accounting statements. Learn the differences between fund and accrual accounting and the use of both fund and accrual accounting financial statements in identifying key risk issues for a municipality. You'll also get a detailed review of information in the comprehensive financial reports of municipalities in assessing a municipal enterprise as well as individual governmental and business-type activities within the municipal enterprise.
Target Audience

This Skill Series is ideal for participants currently in or aspiring to enter the following job functions:

  • Credit Management
  • Commercial Credit Administration
  • Commercial Loan Administration
  • C & I Lending
  • Corporate Lending
  • Non-Profit Lending
  • Loan Review
  • Special Assets
  • Non-Profit and Municipality Lending
  • Health Care Provider Lending
  • Private Banking
  • Credit Analysis
Prerequisites
Familiarity with accrual financial statements, common performance ratios, and a sound working knowledge of the construction and use of the Uniform Credit Analysis (UCA) cash flow statement.
Skill Series Courses
Fund Accounting and Municipality Analysis: Part I of II
Fund Accounting and Municipality Analysis: Part II of II
Not for Profit Analysis
3 Credits or $795
more than 100 live, On-Demand and self-study courses
for every member of your credit team.
All include cases, exercises, testing & Reporting