An Overview of the Business Planning and Credit Evaluation Process
This course examines the importance of the business plan as part of the overall planning process for a business and as a roadmap to communicate goals and objectives, strategy and resources needed for owners. Learn how the business plan serves as a critical communication vehicle with investors and bankers when capital is needed for expansion, acquisition or the ultimate sale of the business.
Learning Objectives:
- Discuss the relationship of strategic planning and business planning
- Identify the key elements of the business plan
- Examine expectations for cash flow, balance sheet and income statement projections in a business plan
- Review how do bankers and investors evaluate a business plan as part of financing/investing decisions?
| When: |
Saturday, December 4th, 2021. 9:00 AM to 1:15 PM EST |
| Where: |
Your home or office |
| Speaker: |
William Fink, CPA, CGMA |
| CPE Credits: |
4 Finance CPE |
| CLE Credits: |
4 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
| Delivery Method: |
Group Internet-Based |
| Price: |
FREE for ALA Members / $49 for Non-Members |
The Presenter:
Mr. Fink serves as Executive Vice President, Chief Lender and Head of Credit Management for TD Bank’s Commercial Banking Group. He supervises the underwriting and ongoing monitoring and control of the Bank’s $60 billion commercial, wealth management, specialty and small business loan portfolios. In this capacity, he oversees a 700+ person organization which structures and approves complex credit transactions for public corporations, family-owned businesses, and not-for-profit healthcare, philanthropic and social service organizations with annual revenue ranging to $1.0 billion throughout TD Bank’s markets.
Bill earned a Masters Degree in Business Administration, with concentrations in Finance and Management, and a Bachelor of Science Degree in Marketing from St. Joseph’s University. He is a graduate of the University of Pennsylvania Wharton School’s Advanced Finance Program, continuing education in the Master of Taxation Program at Villanova University School of Law, the University of Notre Dame Mendoza College of Business’ Executive Leadership Certificate Program and the Enterprise Risk Management Program at Stanford University.
Bill is a Certified Public Accountant, Certified Global Management Accountant and a member of the American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants and Turnaround Management Association. He developed and teaches two programs for the University of Pennsylvania Wharton Small Business Development Center entitled “Strategic Accounting” and “Government-Sponsored Loan Programs.” He serves as guest lecturer at the University of Pennsylvania Wharton School on private equity and teaches four continuing professional education programs for attorneys and CPAs at Penn State University – Abington Campus.
* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
