Expert Profile
David L Osburn
Owner, Osburn and Associates, LLC
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.
Mr. Osburn’s contract 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 16 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.
He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the 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 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).
Trainings by Expert
Refresher for Bankers: Accounting Crash Course - All You Need to Know
Category:
Banking and Financial Services
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Risk Management
,
SOX Compliance
,
Banks and Credit Unions
,
Accounting and Taxation
,
Reporting, Metrics, Policies
,
Accounting/ Reimbursement fraud
,
Tax Forms
,
Accounts Payable/ Accounts Receivables
,
Accounting Principles
,
Financial Fraud
,
Risk Management & Controls
,
Financial Risk Management
,
Audit & Inspection-Role
,
Financial Audit
,
Documentation and Policy Management
,
Banking & Finance
,
Finance, Sox & Internal control
,
Financial Services and Trading
,
Financial Services
,
Accounting Audits
Advanced Financial Statement Analysis - Liquidity, Activity, Leverage, Operating Performance, Cash Flow, Z-Score and Case Studies
Category:
Risk Management
,
SOX Compliance
,
Banks and Credit Unions
,
Financial Fraud
,
Risk Management & Controls
,
Financial Risk Management
,
Audit & Inspection-Role
,
Financial Audit
,
Documentation and Policy Management
,
Banking & Finance
,
Finance, Sox & Internal control
,
Financial Services and Trading
Business Law, Ethics and Lender Liability - The Promissory Note, Tort Reform and its Impact on the Borrower
Category:
Banking and Financial Services
,
Risk Management
,
SOX Compliance
,
Banks and Credit Unions
,
Financial Fraud
,
Risk Management & Controls
,
Financial Risk Management
,
Audit & Inspection-Role
,
Financial Audit
,
Documentation and Policy Management
,
Banking & Finance
,
Finance, Sox & Internal control
,
Financial Services and Trading
Marketing the Banker in Today's Competitive Environment - 4Ps of Marketing, Industry Life Cycle & Market Structure
Category:
Banking and Financial Services
,
Risk Management
,
Corporate Governance
,
Banks and Credit Unions
,
Marketing and Promotion
,
Risk Management & Controls
,
Financial Risk Management
,
Documentation and Policy Management
,
Banking & Finance
,
Insurance
,
Financial Services and Trading
Bank Director Training - Directing from a Strategic and Tactical Perspective
Category:
Banking and Financial Services
,
Risk Management
,
Corporate Governance
,
Banks and Credit Unions
,
Business Continuity
,
Board of Directors
,
Regulatory Requirements
,
Policies and Processes
,
Risk Management & Controls
,
Financial Risk Management
,
Audit & Inspection-Role
,
Internal Audit
,
Financial Audit
,
Finance, Sox & Internal control
,
Financial Services and Trading
Performance Metrics: Measuring Bank Management's Effectiveness
Category:
Banking and Financial Services
,
HR Compliance
,
Regulatory Requirements
,
Documentation & Recordkeeping
,
Work place Issues
,
Hiring, Performance evaluation and Termination
,
General HR & HR Metrics
,
HR
,
HR Laws
,
Audit & Inspection-Role
,
HR Audit
,
Documentation and Policy Management
,
HR Policy & Documentation
,
Regulatory Affairs
Key Ratio Analysis - Calculating and Interpreting the Numbers Correctly
Category:
Banking and Financial Services
,
Risk Management
,
Corporate Governance
,
Banks and Credit Unions
,
Accounting and Taxation
,
Reporting, Metrics, Policies
,
Accounting Principles
,
Internal Audit & Control
,
Risk Management & Controls
,
Financial Risk Management
,
Finance, Sox & Internal control
,
Financial Services and Trading
,
Accounting Audits
Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates
Category:
Banking and Financial Services
,
HR Compliance
,
Accounting and Taxation
,
Reporting, Metrics, Policies
,
Tax Forms
,
Documentation & Recordkeeping
,
Compensation
,
HR Laws
,
Risk Management & Controls
,
Financial Risk Management
,
Audit & Inspection-Role
,
Internal Audit
,
Finance, Sox & Internal control
,
Regulatory Affairs
Advanced Tax Return Analysis for the Banker
Category:
Banking and Financial Services
,
Banks and Credit Unions
,
Accounting and Taxation
,
Tax Forms
,
Finance, Sox & Internal control
How to Craft an Effective Commercial Loan Write-Up
Category:
Banking and Financial Services
,
Banks and Credit Unions
,
Documentation and Policy Management
,
Banking & Finance
,
Finance, Sox & Internal control
