Economic Development Credit Analysis

Date: December 4-6, 2013

Location: San Antonio, TX

AICP Certification Maintenance points: CM | 24

Economic Development Credit Analysis training course attendees will learn how to stimulate private sector investment that results in the creation of permanent, private sector jobs and increased productivity. Course participants will also perform credit analysis by determining how well a company buys and sells to make a profit. Learn how to read financial reports, financial statements, balance sheets and profit and loss statements. Enroll now to understand the basics of structuring deals for small businesses that often combine public and private sector financing programs.

Course Highlights:

• Business credit analysis and deal structuring/restructuring 
• Credit risk, maturity risk, rate risk and liquidity 
• Determining if a firm is productive and profitable 
• Analysis of small business lending programs 
• Negotiation and loan packaging options 
• Review SBA, HUD, USDA and commercial lending programs 
• Overview of real estate financing and lending tools

Students should bring a calculator to this course.

Instructor:

Sheldon Bartel, CEcD 
Vice President, Lending 
National Development Council

Sheldon Bartel joined the National Development Council (NDC), the oldest national not-for-profit, full service community and economic development organization in the US, in 2011 as a Small Business Loan Officer. Working with NDC’s Grow America Fund, Sheldon completes due diligence, underwrites and structures working capital, real estate and machinery, and equity financing for eligible small businesses throughout NDC’s Central Region. He also teaches NDC’s Economic Development Financing, Business Credit Analysis, and Cash Reigns Supreme courses throughout the country.

Accommodations/Training Location:

Doubletree by Hilton Hotel San Antonio Downtown 
502 W. Cesar E. Chavez Boulevard 
San Antonio, TX 78207 
Phone: (210) 224-7155 
www.doubletree3.hilton.com

IEDC Room Rate: $106 single/double 
Cut-Off Date: November 12, 2013