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WEBExpress: Building a Pro Forma Balance Sheet
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WEBExpress: Building a Pro Forma Balance Sheet

 Export to Your Calendar 2/6/2020
When: February 6
Noon - 1:30 pm CENTRAL TIME
Where: TIME SHOWN IS CENTRAL TIME
Access instructions provided via email 24 hours prior to event
United States
Contact: NAGGL
469.293.9229


Online registration is available until: 2/4/2020
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February 6

WEBExpress: Building a Pro Forma Balance Sheet

Fee (per location connection): $355 Mbr; $535 Non-Mbr; $285 Govt
Registration Deadline: February 4
Instructor: Amber Dorland (Fresno First Bank) and Rachel Zippwald (NAGGL) 

Lenders often dread building the pro forma balance sheet when underwriting a loan. It takes time to understand the intricacies of constructing a pro forma balance sheet that shows debits and credits, reflects the proposed loan request, and adjusts for intangibles, all while remaining in balance. Join SBA lending experts Amber Dorland (Fresno First Bank) and Rachel Zippwald (NAGGL) as they explain debits and credits, how to properly place sources and uses of loan proceeds, injection details, and other adjustments on a pro forma balance sheet, and then demonstrate these principles by creating several sample pro forma balance sheets.

LIVE Presentation Runs: 1:00-2:30 pm Eastern | Noon-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00-11:30 am Pacific

Instructions for login will be distributed approximately 24 hours in advance of the session!

*Any transmission or retransmission to additional sites/rooms by any means, including, but not limited to, the use of a telephone conference bridge (whether or not owned by the registrant), is strictly prohibited.

First line = $355

Additional Lines:

2-10 additional lines = $145 for each additional line
>10 additional lines = $125 for each additional line
Purchase additional lines online or download a registration form at www.naggl.org/regform

If you purchase additional lines, please include the email address of the individual(s) you would like the session login materials sent to in the comment section.

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