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Presentations

Introduction

00:11Introduction by Wynn Richardson 00:53What is the Presentation Manager? 02:03Template vs. Presentation

Data Entry

00:08Introduction to Sample Loan Review 01:02Creating a Presentation 01:07Sections & Selecting Data 04:40Editing a Presentation 02:28Word Processing Features 02:53Optional Attachments 00:58PDF Output

Case Farm

03:24Introduction by Dave Nordquist 05:18Wrap-up of Input 02:15Wrap-up of Output

Presentation Manager Template Design

00:34Introduction by Dave Nordquist 02:16Intro to Template Design 01:58Copying a Template 08:34Sample Template: Narrative Section 07:29Sample Template: Other Sections 03:53New Template (pt 1) 06:51New Template (pt 2) 10:58Loan Request Table 05:02Collateral Analysis Table 07:11Ratio Table 05:39Using the New Template
9Introduction56Detailed Balance Sheets5Summary Balance Sheets9Tax Forms / Income Statement4Balance Sheet Trend Reports1Balance Sheet Trend Graphs11Schedule F Cash to Accrual8Global Cash Flow Analysis11Earned Net Worth Analysis47Financial Analysis (FINAN)33Financial Analysis (FINAN) Enterprise Analysis10Financial Analysis Trend Reports & Graphs29Budgets44Cash Flow Projections - Annual69Cash Flow Projections - Monthly75Cash Flow Projections - Monthly with Budgets43Long Range Planning (FINLRB)13Collateral Analysis4Credit Decision Scorecards7Risk Reports24Presentations7FSA Guarantee, Interest Assistance Forms10Quicken10QuickBooks9Ratios & Measures2Downloads

 

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