David Osburn
Founder- Osburn & Associates, LLC
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches forCPAs, bankers, attorneys, credit managers, and business owners on topics such asBanking/Finance/Credit, Negotiation Skills, Marketing,and Management Issues.

Mr. Osburn’sContract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.

His extensive professional background of over 30 years includes 17 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 bankingcredentials include loan underwriting, loan "work-out", management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years including Nevada State College and College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School held at the University of Oklahoma.

Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
Upcoming Webinar
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Recorded Webinar
Marketing the Banker in Today's Competitive Environment - 4Ps of Marketing, Industry Life Cycle & Market Structure
This practical training program will help understand how to better market the bank, a bank department, and yourself in this very competitive world. The webinar will review the marketing concept and its practical application in marketing bank products and services. The webinar will also cover the target market, the 4Ps of marketing, the industry life cycle, and market structure. Additionally, the webinar will illustrate the various marketing concepts through case studies.
Recorded Session Get life time access for one participant with download option!

"Front-End, Middle, and Back-End" Approach to Credit Management
This pro-active webinar is a must for all Credit Managers who really want to improve their "upfront underwriting, cash management, and back-end collections skill set"!.Efficient Credit management helps companies to improve revenue and decrease financial risks. To have an effective credit management, it is essential to have effective policies meeting company's objectives, proper financial and non-financial analysis to be done to assist credit decision making, clear definition of the function of Account Receivable and its role in organization and effective collection policy to be maintained.
Recorded Session Get life time access for one participant with download option!

Introduction to Consumer Lending
The webinar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C's of credit- capacity, capital, collateral, conditions, and character.
Recorded Session Get life time access for one participant with download option!

Accounting for Bankers - All You Need to Know
This training program will provide bankers with an effective overview of the basics/refresher of accounting. With the tools reviewed in this webinar, the often complex world of accounting will be presented in a straight-forward and useful manner. This is a must for all bankers looking to improve their knowledge of the vital discipline of accounting.
Recorded Session Get life time access for one participant with download option!

Advanced Financial Statement Analysis - Liquidity, Activity, Leverage, Operating Performance, Cash Flow, Z-Score and Case Studies
This training program will explore the vital world of advanced financial statement analysis. This session will include a review of the four financial statements and a five-step analysis model including liquidity, activity, leverage, operating performance, and cash flow. It will also review the Z-score (bankruptcy predictor) and the sustainable growth models. The webinar is a must for all commercial lenders and credit administrators.
Recorded Session Get life time access for one participant with download option!

Commercial Loan Structure, Documentation and Compliance Training
Effective loan documentation is a key building block in protecting the integrity of the bank's lending assets. This webinar will help you navigate the complexity of commercial loan documents and understand the key components of a credit agreement. As commercial loan documentation has become more complex and hundreds of pages long, many loan officers and counsel have found it difficult to adequately review the documentation. Receive a comprehensive understanding of drafting and reviewing the key provisions of a credit agreement.
Recorded Session Get life time access for one participant with download option!

Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates
This personal and business tax returns analysis training program will focus on key areas such as 1040 federal tax returns, K-1 forms, and tax code updates and how they affect bank's clients. It will also discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return.
Recorded Session Get life time access for one participant with download option!

Commercial Real Estate (CRE) Lending in Today's Economy
Learn the essentials of CRE lending from a review of the current market to the underwriting and approval process. This program also covers documentation, closing and monitoring issues, problem loan situations, marketing CRE loans and more.
Recorded Session Get life time access for one participant with download option!

How to Craft an Effective Commercial Loan Write-Up
This training program will cover the basics of how to craft an effective commercial loan write-up. Two standard commercial loan write-ups will be presented in order to illustrate the concepts.
Recorded Session Get life time access for one participant with download option!

Effective Tax Return and Cash Flow Analysis
In this webinar, you will learn how tax return analysis can be used to determine an individual and company's cash flow position. With this knowledge, you will be able to help their clients improve their cash flow position, obtain financing and/or better manage their on-going business operation.
Recorded Session Get life time access for one participant with download option!

Bank Director Training - Directing from a Strategic and Tactical Perspective
This training program will review the three keys to success for any bank: Marketing, financing and management. The webinar will also include how to correctly interpret the bank's financial statements including analyzing key numbers and ratios. Additionally, attendees will be exposed to how a bank's overall success is measured including the CAMELS rating, Baurer Financial Rating, and Texas Ratio. Furthermore, various bank HR issues and the risk of cyber security threats will be outlined.
Recorded Session Get life time access for one participant with download option!

Advanced Tax Return Analysis for Banking and Financial Professionals
This webinar will provide the bankers with several advanced tax return concepts and related analyses to help them work with their business customers more effectively.
Recorded Session Get life time access for one participant with download option!

Accounting for Bankers - All You Need to Know
This training program will provide bankers with an effective overview of the basics/refresher of accounting. With the tools reviewed in this webinar, the often complex world of accounting will be presented in a straight-forward and useful manner. This is a must for all bankers looking to improve their knowledge of the vital discipline of accounting.
Recorded Session Get life time access for one participant with download option!

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