FINPACK Advanced Training Webinar Series

Our webinar series is designed to enhance your competency and value as a lender using FINPACK. We explore advanced credit analysis techniques, helping you better understand your customers’ financial health and navigate tough financial situations.

6-Part Webinar Series

Session 1
What You Can Learn from Tax Forms and Balance Sheets
Recorded on November 7, 2025 at 12:00 PM CST

Discover how to gather all the necessary information from tax forms (including Form 4797 and Schedule C) and balance sheets to conduct a thorough analysis. We’ll show you how to streamline data collection and gather information from your customers as efficiently as possible.

Hosted by Mariah Beverly & Curtis Mahnken

Session 2
Recognizing Trends with Stoplight Analysis
Recorded on November 14, 2025 at 12:00 PM CST

Master the art of stoplight analysis to quickly understand and interpret financial numbers, helping you identify trends and potential risks in your customer’s operations.

Hosted by Dale Nordquist & Katie L. Wantoch

Session 3
Advancing Credit Analysis Techniques
Recorded on November 21, 2025 at 12:00 PM CST

Go beyond basic spreads to handle multiple entities and understand ENWA vs. Schedule F Cash to Accrual. Learn how to incorporate accrual-based analysis into your planning.

Hosted by Pauline Van Nurden & Mariah Beverly

Session 4
FINPACK+ Tools & 2026 Annual Update
Recorded on December 5, 2025 at 12:00 PM CST

Explore the enhanced capabilities of FINPACK+, including task lists, workflows, and tools to support your credit decisions. Plus learn about the new FINPACK+ features in the 2026 FINPACK update.

Hosted by David Maguire

Session 5
Navigating Tough Financial Situations
Recorded on December 12, 2025 at 12:00 PM CST

Gain the skills to guide customers through financial challenges. We’ll cover monthly cash flows, multi-year projections, refinancing strategies, and cash flow planning.

Hosted by Pauline Van Nurden & Katie L. Wantoch

Session 6
Using the Full Power of FINPACK
Recorded on December 19, 2025 at 12:00 PM CST

Unlock the complete potential of FINPACK, from various data sources to advanced credit analysis tools. We’ll cover key features like risk ratings, presentations, credit decision scorecards, and Portfolio Risk Analyst (PRA).