2023 Summer Financial Statements

July 12 to 13, 2023


Date and Time

July 12th - 13th

3:00pm - 5:00pm ET each day


The Financial Statements Workshop will teach you how to properly analyze financial statements, focusing on liquidity and cash generation by doing vertical and horizontal analyses.

Attendees are eligible for 6 CPE credits.


  • The Purpose of Financial Analysis
  • Conventional vs. ABL
  • Balance Sheet Ratios/Analysis
  • The Quick or “Acid Test” Ratio
  • Tangible Net Worth Analysis
  • Leverage Ratio Analysis (“DTW”)
  • Income Statement Analysis
  • Connecting the Dots to Create a Global or Macro Outlook


Walter P. Schuppe, SVP, Managing Director, Special Assets Group, Pacific Western Bank

Refund/Cancellation Policy

The Secured Finance Network reserves the right to cancel any program due to insufficient enrollment.

We recognize that plans can change due to business priorities, and we will work with you to find another workshop date that better suits your schedule. In order to receive a refund, you must submit written notification no less than five business days prior to the program start date.


The Secured Finance Network 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org


Sending four or more people? Contact Alexis Turner for a group discount.

Member Price: $750

Non-Member Price: $1015


Contact Information

Contact: Alexis Turner

Email: aturner@sfnet.com



Upcoming SFNet Education Courses

  • Field Exam Level One
  • Operations Level Two
  • Account Management Level Two
  • On Demand classes: Appraisals, Factoring, Legal, Workout & Bankruptcy 
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