Linda Keith
CPA, CSP
WA, USLinda draws on her 30 years of experience consulting with and training lending institutions, her background in public accounting, 15 years as CFO of the family residential construction company, experience as an Examiner with the Washington State Auditor's office and as adjunct faculty in Accounting Principles and Managerial Accounting.
Of course you know those are not consecutive years...or she'd be over 100 by now!
One of only ten Certified Public Accountants who is also a Certified Speaking Professional, she knows her topic and is a captivating presenter. Linda is known by her hundreds of clients to be both practical and funny. In fact, there is a move afoot to change her designation to Certified 'Playful' Accountant.
Linda works 'in the trenches', on the loan quality side of the risk management equation. Her training helps loan officers and underwriter/analysts to say 'Yes' to good loans.
She takes that practical knowledge and experience, the in-depth results from the 2018 Credit Risk Readiness Study and the presentation skills of a Certified Speaking Professional to create practical, interactive, entertaining and thought-provoking conference programs on risk management and lending.
Linda draws on her 30 years of experience consulting with and training lending institutions, her background in public accounting, 15 years as CFO of the family residential construction company, experience as an Examiner with the Washington State Auditor's office and as adjunct faculty in Accounting Principles and Managerial Accounting.
Of course you know those are not consecutive years...or she'd be over 100 by now!
One of only ten Certified Public Accountants who is also a Certified Speaking Professional, she knows her topic and is a captivating presenter. Linda is known by her hundreds of clients to be both practical and funny. In fact, there is a move afoot to change her designation to Certified 'Playful' Accountant.
Linda works 'in the trenches', on the loan quality side of the risk management equation. Her training helps loan officers and underwriter/analysts to say 'Yes' to good loans.
She takes that practical knowledge and experience, the in-depth results from the 2018 Credit Risk Readiness Study and the presentation skills of a Certified Speaking Professional to create practical, interactive, entertaining and thought-provoking conference programs on risk management and lending.
Rough Seas Ahead! A Kayaker's Guide to Credit Risk Readiness
In this session, Linda gets you thinking. You will consider if you and your bank are where you ought to be through insights she has gleaned from the nation-wide 2018 Credit Risk Readiness Study, from her work in the front lines helping lending and credit professionals originate performing loans, from...
Red Flags and Green Lights in Borrower Tax Returns: Don't Get your Signals Crossed
Competent tax return analysis is critical to saying 'yes' to good loans. Yet it is more than mere numbers and formulas.
In this session, Linda Keith CPA will cover some of the red flags that should stop you in your tracks when you see them in a prospective borrower's return. Linda promises you will be surprised by some of them.
And she won't stop there. Sometimes a red flag is a green light in disguise. Join us to make a good loan decision without getting your signals...
Tax Return Analysis: When the Numbers Say 'No' but Good Judgment Says 'Yes'
Your have businesses requesting commercial and commercial RE loans. And their owners want consumer and mortgage loans. You want to make the loan...if they qualify! That is the challenge.
In this session Linda Keith CPA will help you asses your (and your team's) ability to use the right numbers and good judgment:
- Do you and the lending professionals you work with always understand the judgment behind the numbers they pull from tax returns? (What might throw you...
Global Tax Return Analysis: Say 'Yes' to Good Loans
Day I: More than just the 1040, this is the foundation for cashflow analysis of any tax return. We cover how the information flows, how to tell if you have the complete return, a process to work top to bottom (even when you get interrupted) and the basic types of income, expenses, gains and losses you have to use to get from taxable income to recurring cashflow to pay debt.
You'll learn to:
- Convert taxable income into cashflow available
- Spot red flags and...
Certifications & Awards
