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January 5, 2010

My CUES Webinar January 21st: The Keys to the Map

I’ll be presenting a webinar for the Credit Union Executive Society. If you are a CU lender or lending manager…plan to attend. (If not, scroll to the end of this post).

Thursday, January 21
1:00-2:30 p.m. Central

Presenter: Linda G. Keith, CPA, CSP

Tax returns intimidate
many credit union lenders but they do not have to. With self-employed members
in rougher
waters than the rest of your members,
this member category needs additional attention. Join Linda Keith, CPA, CSP
for a look at how to pull information from self-employed members’ tax
returns so you can say ‘yes’ to good loans.

This Webinar will be helpful whether you are the lender making the consumer,
mortgage or business loan to your member, the underwriter/analyst evaluating
their work or the lending manager assessing the process.

Linda will use a
walk-through of a 1040 Schedule C and a 1065 (with K-1) analysis to
demonstrate. Then you decide: Is your approach too simple? Too complicated?
Missing the boat?

Attendee Takeaways:

  • Understand why you cannot
    use all the numbers on the return–and which
    critical numbers are missing
  • Discover why categories
    (not just lists) are important in reaching a realistic number for available
  • Learn the six types of
    adjustments your lenders must find to calculate recurring cashflow available
    to pay debt and family living
  • Follow a clear process
    to work through the tax return as efficiently as possible

After my December 2009 CUES Webinar on More Trouble Brewing: Are your Guidelines Getting in the Way of saying ‘Yes’ to Self-Employed Members? I got this email:

Great Webinar this afternoon.  The interaction was great – the best I’ve
ever seen:-)
” ~ Pam S. Ruthenberg, Business Banker, E&A Credit Union

I have been told by Ian Lurie, author of Conversation Marketing and President of Portent Interactive that it is perfectly acceptable to shamelessly promote yourself in your blogposts every once in awhile. (Since his internet marketing and SEO company comes up on the front page when you google ‘search engine optimization company’, I am taking his advice!)

Do you belong to a credit union or bank chapter or association? I am
happy to do webinars for your organization…and even happier to
present at your association. Keynotes and concurrent sessions are
actually entertaining(no kidding!) while providing immediately useful information. Give me a call at 360 866 1982.

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Linda Keith, CPA

Linda Keith CPA is an expert in credit risk readiness and credit analysis. She trains banks and credit unions throughout the United States, both in-house and in open-enrollment sessions, on Tax Return and Financial Statement Analysis.
She is in the trenches with lenders, analysts and underwriters helping them say "yes" to good loans.
Creator of the Tax Return Analysis Virtual Classroom at www.LendersOnlineTraining.com, she speaks at banking associations on risk management, lending and director finance topics.

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