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Our Regional Training Seminars provide attendees with an excellent opportunity to learn the Financial Tools' CASH Insight software through hands-on experience. In addition, attendees will have an opportunity  to refresh and sharpen their analytical skills.

Prerequisite: Basic understanding of accounting as related to business and personal financial statements and tax returns is recommended.

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The Mastering CASH Insight Seminar Series

Whether you're new to CASH Insight or have been using it for years, this 2-day seminar provides you with simple, practical, tools you can utilize to fully leverage the software for maximum value and benefit. The Mastering CASH Insight Seminar Series is ideal for hands-on Lenders and Analysts. Seminars are conducted periodically at computer training centers in major metropolitan regions throughout the country.

Day 1 - Mastering CASH Insight Fundamentals
  • Spread personal and business financial statements effectively
    • Input financial statements to meet competing analysis and presentation objectives
    • Customize charts of accounts to analyze any business
    • Create supporting schedules to enhance effectiveness of analysis and presentation
  • Leverage the full power of CASH's desktop publishing capabilities
    • Create and publish dynamic custom reports and templates
    • Integrate CASH reports into existing documentation and reports
  • Perform industry comparative analysis
  • Create, track, and report on compliance with financial covenants
Day 2 - Analyzing Personal and Business Tax Returns
  • Effectively analyze personal, corporate, and partnership tax returns
  • Understand the key elements of tax returns affecting cash flow
  • Understand the analytical differences between company and individual financial statements and cash flow
  • Input tax return information appropriately
  • Reconcile business tax returns to their corresponding financial statements
  • Make adjustments to cash flows based on the principles of recurrence, verifiability, and relevance
  • Combine tax returns for borrowers and guarantors to globally quantify the ability to repay debt
Instructor: Dave Kampff

President of Financial Tools, Dave brings an extensive 30+ year background as a commercial banker and software architect within the financial community. As the chief software architect for the CASH Suite, his insight into the effective use of the software in analyzing business and personal tax returns will provide participants an invaluable opportunity to advance both their analytical and CASH Insight usage skills.

 

 


 
 

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