Date: May 9, 2024
Time: 11:00 a.m. Pacific
Duration: 60 minutes
As non-profits themselves, credit unions understand how important these entities are to our communities. However, lending to non-profits and charities is different than traditional business and commercial lending. In this webinar, CUBG will show you how to approach non-profit loans. We’ll discuss how to analyze cash flow for businesses that aren’t trying to make money, including an overview of fund accounting and industry specific financial analysis you can use to determine loan viability.
This webinar will discuss:
– Reviewing non-profit financial statements and tax returns
– Understanding how the organization raises and earns income
– Items needed to perform a proper analysis
– Assessing and analyzing management and organizational structure
For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access.
A recording of the session is also available for full-team access registrations upon request. For individual registrations for webinars, the recording will be available to purchase after the session. If you registered as an individual, you can request a discount code to use on the recording purchase.
Educational materials are proprietary and are not to be shared outside of the purchasing credit union.