Omega Performance Credit Training Specialist to Reveal Cash Flow Analysis Techniques

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Omega Performance to offer bankers strategies for analyzing Form K-1 and assessing repayment sources in connection with their clients’ partnerships and S corporations. Cash flow analysis will help identify and reduce credit risks.

Techniques for conducting an accurate cash flow analysis and reducing credit risk will be shared by credit training specialist, Omega Performance, during a complimentary, 60-minute Web conference.

Jan Abrams, vice president and product manager for consumer credit and sales solutions, will lead “Unraveling the Mysteries of K-1s and Pass-Throughs—The Secret to Understanding U.S. Personal Tax Returns” at 12:00 pm and 3:00 pm EDT on April 15, 2008 and 12:00 pm EDT on April 23, 2008.

Abrams’ presentation will help train retail lenders, private bankers, wealth management and business bankers whose clients have ownership interests in businesses or receive benefits from trusts or estates analyze those clients’ ability to repay debt.

She will review the three types of Form K-1 which show the owner’s or beneficiary’s share of all taxable items, and explain how to discern cash items from non-cash items and eliminate non-cash items from cash flow calculations.

“The ability to find the true cash items from among non-cash items like interest income and dividends shown on Form K-1 is crucial to conducting an accurate cash flow analysis,” said Abrams. “Only cash can repay a loan and my presentation will provide attendees with techniques for finding it.”    

For more information and to register for one of the Web conference sessions, visit “Unraveling the Mysteries of K-1s and Pass-Throughs—The Secret to Understanding U.S. Personal Tax Returns” is one in a series of Web-based events Omega Performance is hosting in 2008. Others planned for 2008 include:

22, 24, 29 April and 1 May    
“Commercial Real Estate Loan Analysis” (series of four, 90-minute instructional Web seminars, U.S. $695)

15 May
“Corporate Finance: Viewing Investment Decisions through Your Customers’ Eyes” (60-minute Web conference, complimentary)

About Omega Performance:
Omega Performance has enabled more than 2,500 firms worldwide to drive and sustain improved business results with cash flow analysis techniques for reducing credit risk. The company is a wholly owned subsidiary of Informa plc (INF on the London Stock Exchange), the leading international provider of specialist information and services for the academic and scientific, professional and commercial business communities. Informa has over 150 offices in more than 40 countries and employs over 7,000 staff around the world. Omega Performance is headquartered in Charlotte, N.C., USA, with major offices in Australia, Canada, China, Nigeria, Singapore, South Africa, and the United Kingdom.

Karen Tunks


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