Introduction to Construction Contractor Analysis 2/21/19



*To receive the Member rate, Registrant must be a RMA San Diego Chapter prepaid-dinner member, or Registrant’s Company must have at least one prepaid-dinner member in the RMA San Diego Chapter.

*Classes will be limited to 25 and only registrations accompanied with payment will be valid.  Preference will be given to San Diego Chapter Prepaid-Dinner Members and to registrants who participate in multiple courses.

This course will give participants an overview of construction contractors.  Participants will review construction accounting methods including percentage of completion and completed contract, review Work in Progress schedules, differentiate between the different types of contractors, review worst case cash flow scenarios and identify red flags in contractor lending.

Who will benefit from this program:  Commercial lenders, relationship managers, credit analysts and underwriters who either target or have contractors in their portfolio.  Participants in this class will generally be more seasoned professionals with five or more years of experience in commercial loan underwriting.


  • Analyze and review accounting for contractors.
  • Discuss and evaluate a WIP schedule.
  • Evaluate worst case cash flow scenario.
  • Review the nuances of construction contractors.
  • Discuss why contractors fail.
Class: Introduction to Construction Contractor Analysis
Instructor: Lim
Date: Thursday February 21, 2019
Time: 8:30AM – 5:00 PM
Where: California Bank & Trust Training Room (map)
(free parking available on site)
Cost: $125 – San Diego Chapter RMA Prepaid-Dinner Member
$140 – Non-Member
Deadline to Register: