Enjoy the benefits and convenience of our complimentary Introductory and Spotlight training courses delivered via internet directly to your users. Toll-free teleconferencing is also provided.

Registration is required prior to attending.  If you would like to register, please print the associated registration form from the links below. After completing the form, fax it back to us at 949-752-0684. You will receive a confirmation back within 24 business hours. If you don't receive the confirmation, please contact us at 888-765-4939.

Introduction to CASH Insight^* (2 hours)   Class Dates & Registration
This course is ideal for new users to get up to speed quickly and as a periodic refresher course for experienced users. By understanding the value CASH Insight offers, participants advance their skills and bring added efficiencies to their organization. Details of the course include inputting financial statements and tax returns; achieving analysis and presentation objectives; customizing charts of accounts; reclassifying accounts; creating supporting schedules; recording comments; and publishing reports to Word, Excel, and PDF files. Sessions are scheduled on a weekly basis. Users may register as often as needed.

Insight Spotlight: Global Analysis^** (1 hour)  Class Dates & Registration
This course is intended for users wanting to know how to determine and evaluate the combined financial capacities of borrower and guarantors as measured at the relationship level. You are already analyzing the borrowers and guarantors in CASH Insight... Now learn how to define relationships by identifying the borrowers and guarantors involved. Then see how easy it is to have CASH Insight combine the relationship members in a combined global analysis of cash flow, debt service coverage, leverage, equity and liquidity.

Insight Spotlight: Projections^** (1 hour)  Class Dates & Registration
This course is intended for users looking to advance their working knowledge in financial modeling using CASH Insight. Learn to develop financial projections for improved assessment of risks and opportunities of lending to businesses through the analysis of projected financial statements, ratios, trends, cash flows, reconciliations, industry comparisons, and lenders' advisories.

Insight Spotlight: Publishing Reports^** (1 hour)  Class Dates & Registration
Individuals with fundamental CASH Insight skills wishing to leverage the many reporting options available in the application will benefit greatly from this course. Experience training in sending reports to Word, Excel or PDF Distiller, as well as creating Word-compatible custom report snippets.

Insight Spotlight: Customizing Analysis^** (1 hour)  Class Dates & Registration
Customizing CASH Insight is optimal for individuals who already have basic CASH Insight skills and are ready to perform custom analysis. Train in adding, modifying, copying, and deleting custom analysis; creating additional analysis for specific industry templates; custom analysis reporting; and distribution of new analysis to CASH Insight users throughout an organization.

Insight Spotlight: Tax Analysis** (1 hour)  Class Dates & Registration
Targeted for those needing to analyze business tax returns or complex personal tax returns and financial statements. Learn how to use CASH Insight's prompts to locate key data in tax returns. For business returns, learn how to use Schedule K, M1 and M2 to derive maximum analytical benefit from your analysis. For personal returns, learn how to focus on and analyze cash flows versus taxable income and expenses.

Introduction to AIM/AIM-Tracker^* (2 hours)  Class Dates & Registration
Targeted for beginning AIM users. Topics include: setting user preferences, adding, modifying and using companies and contacts, setting appointments, to-do's and reminders, using AIM's desktop, creating and reporting on expenses, creating call activities, sales tracking, report for file support, using the AIM desktop to receive/waive ticklers, preparing tickler follow-up correspondence, and using tickler management reports.

Introduction to CASH CRE^* (1 hour)   Class Dates & Registration
This course is targeted for those needing to analyze and stress test commercial real estate facilities using CASH CRE. Learn how to analyze historical P&L's, enter and analyze rent rolls, compare properties to other like properties in the portfolio and stress properties to determine impacts on DSC and LTV given possible future structural changes in revenue and expense.

Introduction to CASH Reward^* (1 hour)   Class Dates & Registration
This course is targeted for those needing to learn how to risk rate and grade loans using CASH Reward. Learn how CASH Reward automatically analyzes and grades the historical performance of borrowers and guarantors. Learn how to consistently rate and score non-financial elements of risk. Understand how Reward automatically updates loan grades and risk scores based on newly entered financial or tax returns. Learn how Reward tracks risk over time and learn how to communicate the risk scores within credit memo's and more.

Introduction to CASH Profit^* (1 hour)   Class Dates & Registration
This course is targeted for those needing to learn how to price loans against profitability goals at the facility and relationship level. Learn how to use CASH Profit's goal seeking capabilities to change pricing parameters to meet target returns on equity and/or assets. Review the comprehensive reporting options and learn how to communicate the pricing information within the credit memo's and more.

Introduction to CASH GlobalView^* (1 hour)   Class Dates & Registration
This course is targeted for those needing to learn how to analyze and report portfolio concentrations, risks and trends. Learn how to edit the calculations used with CASH Insight and how to create additional "custom" calculations for use in assessing portfolio performance. Learn how to stress test the C&I, Consumer, and CRE portfolios. Learn how to create, save and reuse ad-hoc reports so that you can report against your analytical needs - even as they evolve over time.

 

^* Complimentary for Evaluators and Clients with Active SSP
^** Complimentary for Clients with Active SSP (subject to change)