Wednesday, October 27, 2021 from 9:00 AM to 12:00 PM CDT
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This is an online event.


Jenny Day, SCORE Workshop Coordinator
Fort Worth - Chapter 120

Financial Statement Analysis: A Banker's Perspective

*This will be a live online workshop via Zoom*

In this workshop you will learn how to prepare your financials and understanding the 3 basic financial statement types. You'll also learn what a banker looks for in a loan request.

Objectives of this workshop:

  • What a banker looks for in a loan request and how they think about your numbers.
  • Prepare you to talk to a banker about financial statements, and other metrics so they will help you finance your business as needed.
  • Explain in plain language basic financial terms and concepts that small business owners need to know.
  • Review the 3 basic financial statement types: Income Statement; Balance Sheet; and Cash Flow.
  • Gain a better understanding of your financial statements

Workshop Fee $25

Presented by Bob Coons

Bob Coons is a certified SCORE mentor and volunteer. He has 41 years of commercial banking experience. He was a Managing Director and Senior Credit Officer with Citibank for 34 years. In addition to the US, he has lived and worked overseas in Europe and Latin America helping small to middle market companies obtain financing for their businesses. Bob has strong knowledge of what banks look for, in addition to financial statement analysis; financial forecasting / business planning; loan products; and financing solutions. Bob has received both a Bachelor of Science with a major in Finance and a minor in Business Administration from Rollins College, and an MBA from Fordham University in New York.

Register Now!Cancellation Policy:

If you need to cancel you must notify us via email 7 days prior to the workshop date. A confirmation of your cancellation will be sent once it is received. Calling the SCORE Fort Worth office is not acceptable for a cancellation notice. All no-shows or cancellations after 7 days will lose their paid workshop fees. 

All workshop fees must be paid in advance prior to workshop date. For security purposes we will not be able to accept payment for workshops at the door unless workshop is being held at James E. Guinn complex in Fort Worth, TX.  

CANCELLATION NOTICES MUST BE IN WRITING AND EMAILED TO: Jenny Day at ch.admin0120@scorevolunteer.org. Any other means of cancellation will not be accepted.  

SCORE is a resource partner with the SBA 

SCORE is a 501(c)(3) non-profit association dedicated to helping small businesses get off the ground, grow and achieve their goals through education and mentorship. We have been doing this for over fifty years. Because our work is supported by the U.S. Small Business Administration (SBA), and thanks to our network of 10,000 volunteers, we are able to deliver our services at no charge or at very low cost. 

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.  All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.