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APP Webinar: "The Importance of Periodic Review and Financial Statement Analysis"

The July installment of the APP Monthly Education Webinar Series

Thursday, July 16, 2026
10:00 AM - 11:00 AM (PDT)

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Event Details

If you are not conducting in-depth financial reviews on your high risk portfolio on a regular basis, you stand to potentially lose large sums of money. This session will focus on the importance of having a periodic review process, key financial and non-financial matters to focus on, the impact of a bankruptcy filing, matters that could lead to a bankruptcy filing, and how to avoid those large chunky losses from happening on your watch.

Gerald Lannan
VP, Risk and Underwriting 
NCR Voyix / Voyix Pay

Intended Audience:

  • Risk Managers
  • Credit Underwriters
  • KYC/KYB Staff
  • C-Suite

What are three to five takeaways for the audience?:
1. The importance of having a periodic review process
2. What to look for in financial statements (public and non-public companies); key metrics
3. Hidden risks in financial statements
4. Understanding the loss impact of a bankruptcy filing
5. How to avoid those large losses

This webinar will be eligible for one (1) ETA CPP credit.