In today's lending landscape, bank professionals must skillfully navigate tax returns to make informed decisions in consumer, mortgage, and commercial lending. This dynamic webinar is designed to sharpen those essential skills. In the first session, we’ll dive deep into personal tax return analysis, uncovering key insights that impact individual lending. The second session shifts focus to business tax returns—exploring how to interpret financial health across various business structures. Get ready to boost your confidence and competence in tax return analysis!

Presenter

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm.  His extensive professional background of over 30 years encompasses 24 years as a Business Trainer/ Contract CFO and 16 years as a Bank Commercial Lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.
 

Registration Fee

Member: $299
Qualified Non-Member: $598

Date & Times

January 7 & 12, 2026
9:00am - 12:00pm

Will be recorded and available for 4-weeks following.

Location

Via Zoom
 
You’ll receive a login link directly from Zoom shortly after you register. Please note that this Zoom link is tied to your unique email address and is not shareable. Every attendee must register individually. Please check your spam folder if you do not receive the link within a day of registration. 
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